AI Docs

AI Docs

AI Docs, Inc.
TemplaCMS

TemplaCMS

TEAM Software
+
+

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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

TemplaCMS is contract management software with integrated accounts and payroll, designed specifically for security, cleaning and facilities management companies. It meets head-on the unique challenges of running a labor-intensive, site-based, multi-contract service business. Grow your revenues without growing your overhead. With a central database powering each business process, you only input contract data in one location. Save on administration time, avoid duplication and eliminate keying errors. Managing profit is easier if you can measure it in the first place. Using the TemplaCMS standard reporting suite, you can budget and analyze each revenue and cost stream in your business, down to customer and site level. No more downloading data from multiple systems and spreadsheets to analyze performance. Make prompt and well-informed business decisions based on timely and accurate management information.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small and midsized businesses interested in contract automation software

Audience

Contract management software with integrated accounts and payroll, designed specifically for security, cleaning and facilities management companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

No information available.
Free Version
Free Trial

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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

TEAM Software
Founded: 1989
United States
teamsoftware.com/software/templacms/

Alternatives

Alternatives

AI Docs

AI Docs

AI Docs, Inc.
Aroris360

Aroris360

Aroris Health
CobbleStone Contract Insight

CobbleStone Contract Insight

CobbleStone Software

Categories

Categories

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

ChatGPT
Jotform
Salesforce

Integrations

ChatGPT
Jotform
Salesforce
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Claim AI Docs and update features and information
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