Case Study: Payoneer streamlines branded client proposals and document generation with Docomotion

Payoneer streamlines 22 forms and 9 more workflows with Docomotion

Payoneer, a global financial services company with over 5 million customers, needed to automate the generation of complex, branded client proposals and legal documents directly from their Salesforce data. Their challenge was to create secure, professional documents in multiple languages that could be electronically signed and would automatically sync data back to Salesforce. To meet these requirements, they turned to the vendor Docomotion and its document generation solution.

Docomotion implemented a solution that automated 22 initial forms, including contracts with e-signature via DocuSign, and later expanded to include interactive client proposals. The solution seamlessly integrated with Salesforce, ensuring data accuracy and eliminating manual input. Payoneer achieved significant time savings, streamlined operations, and enhanced the customer experience. As a result, the company reported that the complex proposals project was something they "never could have done without Docomotion."

Payoneer