BlueRelayIndellient
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DocupilotFlackon
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Related Products
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About
Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.
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About
Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.
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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
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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
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Audience
Companies interested in a business process and document workflow all-in-one solution
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Audience
Anyone seeking a tool to create documents using intelligent templates and data
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10.00/month/user
Free Version
Supported
Free Trial
Not Supported
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Pricing
$29 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationIndellient
Founded: 2010
Canada
www.bluerelay.com
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Company InformationFlackon
Founded: 2018
United States
docupilot.app
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Alternatives |
Alternatives |
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Categories |
Categories |
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Business Process Management Features
Access Controls / Permissions
Not Supported
Alerts / Notifications
Not Supported
Business Process Automation
Not Supported
Business Rules Management
Supported
Collaboration
Supported
Process Change Tracking
Not Supported
Process Mapping
Supported
Process Modeling & Design
Not Supported
Visual Workflow Management
Not Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Supported
Document Indexing
Not Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Not Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Not Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
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Forms Automation Features
Approval Process Control
Not Supported
Archiving & Retention
Not Supported
Collaboration
Not Supported
Document Indexing
Not Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Not Supported
Rules-Based Workflow
Supported
Text Editing
Supported
Version Control
Supported
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Integrations
Agolix by Assessment Generator
Not Supported
Axis LMS
Not Supported
Integrately
Not Supported
KonnectzIT
Not Supported
Latenode
Not Supported
Make
Not Supported
Pipedream
Not Supported
Quickwork
Not Supported
Stackreaction
Not Supported
Workbooks Web Insights
Not Supported
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Integrations
Agolix by Assessment Generator
Supported
Axis LMS
Supported
Integrately
Supported
KonnectzIT
Supported
Latenode
Supported
Make
Supported
Pipedream
Supported
Quickwork
Supported
Stackreaction
Supported
Workbooks Web Insights
Supported
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