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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

Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.

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 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

Audience

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

Audience

Companies that need a document generation platform

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$6 per month
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

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

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Checkbox
Founded: 2016
Australia
checkbox.ai/

Company Information

EDocGen
Founded: 2017
India
www.edocgen.com

Alternatives

Neota

Neota

Neota Logic

Alternatives

Gavel

Gavel

Gavel.io
Genie AI

Genie AI

GenieAI

Categories

Categories

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 Not Supported
Templates Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Integrations

Microsoft Teams Supported
Slack Supported
Xakia Supported

Integrations

Microsoft Teams Not Supported
Slack Not Supported
Xakia Not Supported
Claim Checkbox and update features and information
Claim Checkbox and update features and information
Claim EDocGen and update features and information
Claim EDocGen and update features and information