AI Docs

AI Docs

AI Docs, Inc.
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About

Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space.

About

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small and midsized businesses interested in contract automation software

Audience

Companies of all sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free Plan Available
Free, Standard, and Enterprise plans are available and designed for small and midsized organizations.
All plans include 5 hours of free professional services to set up your first template.
Free Version Supported
Free Trial Not Supported

Pricing

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.9 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Outstanding platform to organize, track and edit important documents. Ease of sending and receiving client signatures is a breeze!
  • Professionalizing customer agreements driving to intent with E-Signatures. Cloud based access for auditor purposes and platform security. Overall brand enhancement. Timing reminders linked to program owners.
  • Ease of use with step by step instructions. Tutorial video provides guidance in simple terms. Customer service and quick response to questions. Excellent letters with a personal feel. Editing abilities to make the letter "your own".
  • AI Docs is very reliable, trustworthy, timely, responsible, accurate, honest, and list goes on. I have worked with them for 3 years. We have a project we work on together annually. They always create a to-do list of the project and update us constantly. Whenever we ask questions, within a few hours, they respond. They know what they can do and what they cannot (or what the system cannot). They are very honest about anything, including how many hours it take for them to do each item on the to do list. They are super nice and I highly recommend them to anyone!
  • Very responsive and attentive to any questions or items that come up. Detailed oriented for the design and development of the product.

Cons

  • Lack of a mobile app. This would be something nice to add in the future.
  • Nothing comes to mind regarding the outcome not matching the vision of implementation. The design of the platform has led to exactly what our intensions were when developing the solution.
  • Some teachers are intimidated by the technology. Additional larger group training would be beneficial.
  • The timing of the project. This is not all their fault. But I wanted to do a project with them in the summer, not at the end of the year, when I become super busy. Next year, we make sure we start the project in the summer and complete it in the summer, so that it will give us a lot of time until the end of the year.
  • No items that would be cons. Perhaps on our next iteration we will change the timing of the year.

Pros & Cons from Real Users

Pros

  • -Really easy for our customers to use. We collect close to 200 waivers each month and were having trouble getting this done once the pandemic hit. The process has become more efficient than ever with OnTask. Being able to just send customers a link and have access to their forms after has been a game-changer for us. -Being able to find all signed waivers -The reminder feature so that we aren’t spending time chasing people down
  • We had some trouble getting set-up at first, but the support team at OnTask helped me set up our workflows to get started. They were very responsive and checked in with me before we launched anything to make sure we were on the right track. Once you’re set up, it’s really easy to send forms.
  • Getting HR documents completed with most of our employees working remote after COVID had become a struggle. OnTask has helped us immensely with this problem. Now we’re able to send a link out to employees to fill out their PTO requests and performance appraisals.
  • This application has been easy to implement throughout our organization, and has sped up a lot of our processes. Creating the workflows has been easy, and our clients enjoy having the ability to sign their contracts digitally now.

Cons

  • -Setting up forms and workflows can be time-consuming if you don’t know your way around the product. -You have to have the business package for custom branded emails
  • It can be overwhelming at first, but once you learn the basics it’s easy to navigate the platform.
  • It took some time to get some of our team members on board for such a big process change, but now everyone is enjoying how easy it is.
  • When we first started using the application there were some glitches, but the support team was great about helping us get them resolved in a timely manner.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AI Docs, Inc.
Founded: 2018
United States
www.aidocs.com

Company Information

Docubee
Founded: 1991
United States
docubee.com

Alternatives

Alternatives

AI Docs

AI Docs

AI Docs, Inc.
CobbleStone Contract Insight

CobbleStone Contract Insight

CobbleStone Software
altaFlow

altaFlow

airSlate

Categories

Categories

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Not Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Not Supported
Workflow Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Not Supported
Client Portal Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Class Registration Features

Calendar Management Not Supported
Confirmation/Reminders Supported
Discount/Coupon Management Not Supported
Online Registration Supported
Onsite Registration Not Supported
Payment Processing Not Supported
Surveys & Feedback Supported
Wait List Management Not Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Not Supported
File Management Not Supported
Job Description Management Not Supported
Orientation Management Supported
Self Service Portal Not Supported
Task Management Supported
Tax Forms Supported
Training Management Supported

Vaccine Management Features

Adverse Reaction Reporting Supported
Alerts / Notifications Supported
Appointment Reminders Supported
Billing Not Supported
Communication Tools Supported
Dose Tracking Supported
For Governments Supported
Immunization Proof Supported
Inventory Management Not Supported
Predictive Analytics Not Supported
Scheduling Not Supported
Virtual Waiting Room Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Not Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

Salesforce Supported
Airtable Not Supported
Amazon S3 Not Supported
Capsule Not Supported
ChatGPT Supported
Clio Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Marketing Hub Not Supported
Jotform Supported
Keap Not Supported
KonnectzIT Not Supported
Microsoft SharePoint Not Supported
OpenAI Not Supported
SmartAdvocate Not Supported
Trello Not Supported
Zapier Not Supported

Integrations

Salesforce Supported
Airtable Supported
Amazon S3 Supported
Capsule Supported
ChatGPT Not Supported
Clio Supported
Gmail Supported
Google Calendar Supported
Google Drive Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Marketing Hub Supported
Jotform Not Supported
Keap Supported
KonnectzIT Supported
Microsoft SharePoint Supported
OpenAI Supported
SmartAdvocate Supported
Trello Supported
Zapier Supported
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