If you are a Salesforce user and your day-to-day work requires creating price proposals, forms, contracts and explanatory documents on an on-going basis, check out how things can be different in a click of a button.

1. How to Create Quotes
that Customers
Love to Sign on?

2. Blat-Lapidot
Platinum Partner in Israel
Salesforce Professionals
Business Customers
Consultancy, Implementation & Development
Projects

3. 3
Proud to have leading companies among
our customers

4. The Needs for Document Generation
• Output document solution
– Quotes
– Meeting summaries
– Contracts
– Service
– Survey
• Built-in solution within SF is limited
• Solution with multi languages support

5. What we looked for
– Ease of use:
• for the end user and admin (customer)
• for the system integrator (us)
– User friendly for designer
• for the admin (customer)
• for the system integrator (us)
– Support multi languages
• left-2-right and right-2-left
• Use salesforce translation tool
• Create document in multi languages
– Added values
• Built-in solution within SF – no need for coding
• Interactive – more than “Document Generation”

6. • Zoko is the official Caterpillar distributor in
Israel
• Using salesforce for the last year and keep on
growing with more salesforce solutions
• The main need for
sales team is the
ability to sell from
every place

7. Zoko’s need for Document Generation
• Support for mobile
• Easy to use (admin and sales team)
• Hebrew support
• Works form every object (not only quotes)
• Conversion rate (up-sell and cross-sell)

10. • The Israeli branch of Dun & Bradstreet
• Using salesforce for 1.5 years
– Sales
– Service

11. D&B’s need for Document Generation
• Easy to use
• Admin user friendly
• Hebrew support
• Quote document generation
• Replace existing coding based document
generation

13. What is Docomotion ?
Docomotion is an innovative platform which
converts operational documents into an effective
and personalized Interactive documents

14. Docomotion: In Highlights
1. Interactive forms – We are enabling our customers to generate
interactive forms, easily. These forms are used, to update SFDC with
any type of input from the end customer
2. Marketing forms – We are supporting personalized marketing
promotions for purposes such as Up-sell, Cross-sell etc. By that, we
are monetizing the operational documents space, into a marketing
valuable space
3. State of the art “Documents Generation” solution – we are
providing all the capabilities exist in top leading Documents
Generation solution with an extra Ease-of-use, all the way

15. • Experts in cloud software solutions for Document Automation &
Generation
• Subsidiary of Autofont group of companies, established in 1991
• 20 Employees with headquarters in Israel, and a US office
• An official Salesforce OEM partner
• Expertise in wide range of verticals
Docomotion: About Us

16. Product Demo

17. Coming
version 5.4

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