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Build custom documents instantly.

Presale docs • Technical docs
Reports • Contracts & Letters

Automate what others cannot.
What Is Docmo
What is Docmo?

A game-changing automation protocol for
data, templates, and emails.
Available as...

A Microsoft Office Add-in

Best for...

● Most customers
● Getting real automation in less than 15 minutes*
● Easy design iteration
● HIPAA compliance

A Web Service

Best for...

● Seamless integration with cloud apps
● Always-on & available-anywhere

*Yes, in less than 15 minutes your templates can be automated and you'll be receiving real ROI. The Docmo protocol really is that revolutionary.
Don't believe us? Request a product demonstration and we'll automate your templates on. the. spot.

Case Studies
Example Case Studies
Service Proposals
Simple

User Actions:

1) Open your estimating spreadsheet.
2) Manually run a CRM export, and paste the data into your estimating spreadsheet.
3) Enter customer, project name, and scope (information not in CRM).
4) Click 'Build Proposal.'

Automations:

1) Your Proposal template (a Word file) is customized with user selections and CRM data.
2) One section per scope item is added.
3) Completed proposal is saved as .pdf into the customer's folder on your internal network.

Large Reports
Docmo as a Web Service

User Actions:

1) Log in to Salesforce.
2) Select a project.
3) Click 'Produce Required Reports with Docmo.'

Automations:

1) Docmo knows that 3 reports are due based on Salesforce project data.
2) Report templates are populated with values directly from Salesforce.
3) Additional charts, tables, and calculations are compiled inside the Docmo workbook using Salesforce data. Populated into report templates.
4) User and manager are emailed the finished reports.

Contract Packages
Multi-file

User Actions:

1) Open your project details Excel file.
2) Click 'Get latest data from Sage.'
3) Enter project details (information not in Sage).
4) Click 'Build Contract Package for all Subs.'

Automations:

1) For each Sub, Docmo chooses which contract template and which forms (insurance, bonds, government, etc.) are required.
2) All necessary documents and forms are customized.
3) All customized documents are packaged into a folder dedicated to that Sub.

Legal Letters
Batch Production

User Actions:

1) Open your preconfigured Docmo Excel file.
2) Click 'Get All Accounts from Internal Database.'
3) Click 'Produce Audit Reports.'

Automations:

1) For each Account, Docmo chooses the appropriate template based on account type.
2) Account figures are populated.
3) Account transactions are populated as a table.
4) Audit report is saved as both .docx and .pdf with Account ID in the filename.

Who Uses
Who Uses Docmo?
Customers include...
Our median customer...

Reduces related busywork by 85%.

0%

Enjoys positive ROI within 3 months.

12 months
4 quarter
365 days
How does it work
Superior Automation
Say goodbye to...

disorder

data re-entry between systems

imperfections

slowness

Docmo knows...

which templates and forms to use

how many letters to produce

which sections to repeat or remove

which verbiage and media to populate

which project and scope to populate

which products and specs to populate

where to store and what to name files

where to email produced files

How does it work?
First...

Your data is routed into an Excel workbook (typically via direct user entry or background connection).

Graphic much simpler than below
Then...

Formulas and cell references instruct Docmo's Actions when to do what.

Graphic much simpler than below