Average Ratings 51 Ratings
Average Ratings 0 Ratings
Description
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
Description
Customers anticipate a customized experience that is specifically tailored to their unique needs and ideally presented in their preferred language during every interaction with your business. By utilizing PDF Butler as your Salesforce document generation solution, you can ensure a swift and sustainable launch. Incorporating language preferences is a straightforward process that requires only minimal adjustments. As the complexities of document generation in Salesforce, as well as platforms like CPQ, billing, sales cloud, and field service lightning, continue to grow, it’s crucial to streamline the process. By reducing lengthy generation times and simplifying the maintenance of templates, you can enhance personalization without compromising user experience. Begin with basic templates that utilize both standard and custom objects, and progressively enhance them with features such as logos, dynamic images, translation of picklists through the translation workbench, and data sourced from external objects, including QR codes or barcodes; your needs will shape our roadmap. Our Salesforce document generation tool is designed to deliver speed, long-lasting and scalable performance, along with outstanding support, ensuring that your document generation processes keep pace with evolving demands. Ultimately, this approach empowers you to maintain a competitive edge while meeting customer expectations consistently.
API Access
Has API
Yes
API Access
Has API
No
Integrations
.NET
Yes
Bubble
Yes
Java
Yes
Make
Yes
Mendix
Yes
Microsoft Excel
No
Microsoft Word
No
OutSystems
Yes
PHP
Yes
Salesforce
No
Integrations
.NET
No
Bubble
No
Java
No
Make
No
Mendix
No
Microsoft Excel
Yes
Microsoft Word
Yes
OutSystems
No
PHP
No
Salesforce
Yes
Pricing Details
$49.00/month
The full USD pricing of the licensed and cloud products is displayed on the Docmosis website.
Different editions and tiered plans cater for small start-ups through to large-scale enterprise operations.
The Docmosis enterprise editions are designed to handle intensive document generation with the ability to accept multiple parallel requests and facilitate load balancing and redundancy.
Different editions and tiered plans cater for small start-ups through to large-scale enterprise operations.
The Docmosis enterprise editions are designed to handle intensive document generation with the ability to accept multiple parallel requests and facilitate load balancing and redundancy.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Docmosis Pty Ltd
Founded
2013
Country
Australia
Website
www.docmosis.com
Vendor Details
Company Name
PDF Butler
Country
Belgium
Website
www.pdfbutler.com
Product Features
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
Yes
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No