Docomotion
Docomotion generates business documents from Salesforce data, with a particular focus on document-intensive organizations such as insurers.
What Docomotion is
Docomotion generates business documents from Salesforce data, with a particular focus on document-intensive organizations such as insurers. It creates PDF, Word, and HTML documents that can be delivered by email, link, or download. A no-code visual designer based on Microsoft Word lets users build templates with reusable subforms, containers, and logic. Salesforce Flow and Apex API calls can automate generation; one-click generation and Process Builder are also listed as triggers. Recipients can fill interactive fields and sign electronically, with their information saved to Salesforce records. Docomotion Connect exposes its engine to other platforms through REST APIs, and external storage options include Google Drive and OneDrive. The security overview says generated output is returned to Salesforce without customer data stored on Docomotion servers, except when temporary storage is approved for certain scenarios. There is no free plan, but a 30-day trial is available. Listed annual prices include Starter at $120 a year, Gold at $20 a year, and Platinum at $30 a year; each has a minimum yearly package value of $3000.
Good
- Generates PDF, Word, and HTML documents
- Automates workflows through Salesforce Flow and APIs
- Interactive fields and e-signatures can save to Salesforce
- No-code visual template designer
- 30-day trial available
Watch out
- No free plan
- Document design requires Microsoft Windows
- Plans list a $3000 minimum yearly package value
Who it suits
It suits Salesforce users who generate complex documents or automate document workflows. Document design requires Microsoft Windows, and the listed plans have a $3000 minimum yearly package value.
Verdict
Docomotion centers on Salesforce document generation, with template design, workflow triggers, interactive forms, and e-signatures. Consider the Windows requirement for document design and the stated minimum package value when assessing its listed plans.
Plans and prices
From Docomotion's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Gold | $20 | 3,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000 · Per User / Per Month; Billed Annually |
| Platinum | $30 | 3,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000 · Per User / Per Month; Billed Annually |
| Starter | $120 a year | 1,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000 · $120.00 per user per year (= $10.00 per user/month, billed annually) |
| Enterprise | Priced on request | 5,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $20,000 · Region-specific hosting costs extra |
The facts
Each one read from Docomotion's own pages, with the date it was checked.
What it does
- Automation
- Salesforce Flow and API calls using Apex can automate document generation processes.checked 3 Oct 2026
- Data handling
- The security overview says generated output is rendered and returned to Salesforce without customer data being stored on Docomotion servers, except when temporary storage is approved for certain scenarios.checked 3 Oct 2026
- Designer requirements
- The Designer installation page specifies Windows 10 or 11, 64-bit MS Office, and Microsoft .NET Framework 4.6.1 or above.checked 3 Oct 2026
- Document formats
- It generates documents in PDF, Word, and HTML formats and can deliver them by email, link, or download.checked 3 Oct 2026
- Hosting
- The security overview says Docomotion servers are hosted on AWS, with servers in US-West Oregon; enterprise plans also offer region-specific hosting for additional fees.checked 3 Oct 2026
- Integrations
- Docomotion Connect exposes its document-generation engine to other CRMs or platforms through REST APIs and lists Google Drive, OneDrive, and callback as external storage options.checked 3 Oct 2026
- Interactive documents
- Interactive fields and e-signatures let recipients enter information that can be saved back to Salesforce records.checked 3 Oct 2026
- Operating systems
- The pricing FAQ says Docomotion supports Mac and Microsoft operating systems, but document design requires Microsoft Windows because the designer is based on MS Word.checked 3 Oct 2026
- Purpose
- Docomotion generates complex business documents from Salesforce data and focuses particularly on document-intensive businesses such as insurance.checked 3 Oct 2026
- Salesforce editions
- The installation guide lists Salesforce Enterprise, Unlimited, Force.com, Developer, and Performance editions as supported.checked 3 Oct 2026
- Security and compliance
- The security overview states Docomotion is certified to ISO/IEC 27001:2013 and 27018:2013 and is committed to GDPR requirements.checked 3 Oct 2026
- Support
- Docomotion provides a searchable knowledge base with guides and tutorials and directs users to submit support tickets for help.checked 3 Oct 2026
- Template designer
- Users can build and edit templates in a no-code, MS Word-based visual designer with reusable subforms, containers, and logic.checked 3 Oct 2026
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