Related Products
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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 Ensure your team always use the latest template, eradicating out-of-date template risks.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.
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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!
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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
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Companies and professionals in search of a solution to automate their B2B contract creation and management process
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Audience
Companies and professionals seeking a tool to manage business documents, client data, & workflows,
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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
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$55.42 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationDoc2
United Kingdom
doc2.co
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Company InformationDocuSoft
United Kingdom
www.docusoft.net
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Microsoft 365
Not Supported
Salesforce
Supported
Trustpilot
Supported
Vtiger CRM
Supported
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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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