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Average Ratings 51 Ratings

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Average Ratings 0 Ratings

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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 

Screenshots View All

Screenshots View All

Integrations

.NET Yes 
Bubble Yes 
Java Yes 
Make Yes 
Mendix Yes 
Microsoft Excel No 
Microsoft Word No 
OutSystems Yes 
PHP Yes 
Salesforce No 
Zapier Yes 
flair No 
n8n Yes 

Integrations

.NET No 
Bubble No 
Java No 
Make No 
Mendix No 
Microsoft Excel Yes 
Microsoft Word Yes 
OutSystems No 
PHP No 
Salesforce Yes 
Zapier No 
flair Yes 
n8n No 

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.
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 

Alternatives

Fluent Reviews

Fluent

Apryse

Alternatives

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