for Windows operating systems.
files and folders.
Start small and
Get click-and-done proposals, quotes, or reports in a couple days and $1,200.
Turn hours of work into minutes. No more double-entry. Pull content from any app.
Documents produced with Docmo are professional, complete, current, and correct.
Relevant content, templates, calculations, and verbiage are automatically chosen.
Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system.
Ensure current templates, legal verbiage, and data are used.
Easily revise previously prepared documents.
HIPAA compliant. Your data never leaves your servers.
Log templates generated, revisions, user volume, etc.
Sync data from any app.
Make inputs and selections.
Using synced data and user selections, relevant templates and content are populated.
Identify template files (or use an already prepared file).
Locate necessary content in other apps.
Define where content goes in each template.
Define conditions for recurring decisions and exceptions.
Director of Sales
Nemko USA in San Diego, CA.
"Docmo has really increased how quickly we can get quotes out. And on top of that, we know they're correct. We love it."
Business Dev. Manager
Tarsco (of TF Warren) in Houston, TX
HIPAA Compliant. No fees.
Schedule a Demo
No two businesses are the same, so Docmo is meant to be customized and reconfigured. In some cases, it is completely invisible and works only in the background producing documents using data entered in other apps. Our Professional Services team can help.
A template is prepared using content from both an input form, and another app.
A letter is produced once for each row of data queried from another app.