How to Create Quotes that CustomersLove to Sign on?

Blat-Lapidot

Platinum Partner in Israel

Salesforce Professionals

Business Customers

Consultancy, Implementation & Development Projects

3

Proud to have leading companies among our customers

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

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”

• 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

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)

• The Israeli branch of Dun & Bradstreet

• Using salesforce for 1.5 years

– Sales

– Service

D&B’s need for Document Generation

• Easy to use

• Admin user friendly

• Hebrew support

• Quote document generation

• Replace existing coding based document generation

What is Docomotion ?

Docomotion is an innovative platform which converts operational documents into an effective

and personalized Interactive documents

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

• 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

Product Demo

Coming version 5.4

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