Docmosis

Docmosis

Docmosis Pty Ltd
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About

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.

About

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

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

Audience

Businesses searching for an automating processes platform that helps with document generation and e-signature

Audience

Software Developers and Integrators

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 Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$49.00/month
The full USD pricing of the licensed and cloud products is displayed on the Docmosis website.

Different editions and tiered plans cater for small start-ups through to large-scale enterprise operations.

The Docmosis enterprise editions are designed to handle intensive document generation with the ability to accept multiple parallel requests and facilitate load balancing and redundancy.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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Reviews/Ratings

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

Pros from Real Users

Pros

  • - Ease of use - Quality of documents generated - Responsive support provided - Increased productivity & time savings
  • Docmosis took our algorithms, integrated with our back end system and helped us to produce products that are visually pleasing and user friendly.
  • - Ease of use/maintenance - Versatility of templating
  • We are a very busy law center. Every month our company has to generate 1000's of documents for our customers. For the last 10 years this process involved a human resource - copy 'n pasting from the CRM onto a word document then converting to PDF and emailing back to the customer (as you can imagine this comes with many issues- consistency, accuracy and keeping staff motivated to actually do the tedious task. Then I discovered Docmosis. We can now save 100's of man hours for $50 pm and radically improve the customer experience. E.g. Before, to produce a specific document for a customer had a 1-2 business day timeline. Now! It's 3 seconds after you click a customized button in Zoho CRM- We've even got our PHP code pushing back the PDF url into Zoho which automatically emails the customer. What's also great is that marketing can control the branding by maintaining one set of documents in the docmosis cloud. Before it took months to get the operations team onto a new letterhead. I'm the office hero right now! :)

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Checkbox
Founded: 2016
Australia
checkbox.ai/

Company Information

Docmosis Pty Ltd
Founded: 2013
Australia
www.docmosis.com

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Categories

Categories

Reporting Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Forms Automation Features

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

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Not Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Supported
Sales Reports Not Supported
Scheduled / Automated Reports Supported

Integrations

.NET Not Supported
Bubble Not Supported
Java Not Supported
Make Not Supported
Mendix Not Supported
Microsoft Teams Supported
OutSystems Not Supported
PHP Not Supported
Slack Supported
Xakia Supported
Zapier Not Supported
n8n Not Supported

Integrations

.NET Supported
Bubble Supported
Java Supported
Make Supported
Mendix Supported
Microsoft Teams Not Supported
OutSystems Supported
PHP Supported
Slack Not Supported
Xakia Not Supported
Zapier Supported
n8n Supported
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Claim Checkbox and update features and information