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About

Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.

About

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!

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 Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Companies and professionals in search of a solution to automate their B2B contract creation and management process

Audience

Companies and professionals seeking a tool to manage business documents, client data, & workflows,

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

$55.42 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Doc2
United Kingdom
doc2.co

Company Information

DocuSoft
United Kingdom
www.docusoft.net

Alternatives

Alternatives

UnForm

UnForm

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Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation
Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
SCHEMA ST4

SCHEMA ST4

SCHEMA Group
Assai

Assai

Assai Software Services

Categories

Categories

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Not Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Progress Tracking Not Supported
Task Progress Tracking Not Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Not Supported
Change Management Not Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Management Features

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

Document Generation Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Not Supported
Salesforce Supported
Trustpilot Supported
Vtiger CRM Supported

Integrations

HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Supported
Salesforce Not Supported
Trustpilot Not Supported
Vtiger CRM Not Supported
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