DocFinity

DocFinity

Optical Image Technology
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About

DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enhance document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, customer service, human resources, legal and IT system administration. Scan, upload, import, store and index documents, audio, video, and other content files with flexible, user-friendly search and retrieval. Make data or specific functions accessible for third-party users through intuitive gateways styled to match your company’s brand. Use drag-and-drop workflow design and digital routing to standardize movement of data to people and systems, while eliminating error-prone repetition. Connect related documents and data within business applications of all types, including Web Service APIs and Microsoft Office.

About

Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.

Platforms Supported

Windows Supported
Mac 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 Supported
iPad Not Supported
Android Supported
Chromebook Supported

Audience

Businesses seeking a next-generation enterprise content management solution

Audience

Companies interested in a solution to manage contracts, edit documents, and send for eSignature

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not 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 Not Supported

Pricing

$12 per month
Standard plan includes:
Unlimited legally binding eSignatures
Word-compatible editor
Invite to sign via text
Clickwrap agreements
Collaboration and redlining
Templates
Merge multiple documents for eSignature
Unlimited document uploads and file sizes
Notifications
OCR search
Versioning
Unlimited guests
Bulk send (coming soon)
Basic document management
User groups
Two-Factor Authentication

Prime Plan includes:
All the Standard plan features plus:
Approval workflows
Renewal alerts
Embedded forms
Google Drive, Sharepoint and OneDrive linking
User customizable dashboard
Attachments
Audit trails
Custom reports
Custom emails
User permissions
Autofill forms
Document linking
Advanced document management
Task & project management
Calendar
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It is so fast, it took me less than 15 seconds to sign the document. It ran very well, no glitches or lagging. Well functioning.
  • Very easy to use. Uploaded folders and it kept the permissions. Critical to us is knowing when contracts are due to expire or have auto renewal features because we were burned by a company for thousands with an unwanted auto renewal. This contract management software alerts us and also displays the renewals on a dashboard. Great value.
  • Zapendo allowed me to sign up for free to check everything myself and then make a decision. It has all the premium features in contract management that other software companies charge $20,000+

Cons

  • The design looks a little bit older. I would like it if it looked a little bit more modern.
  • Have not seen anything yet. I have recommended this contract management software to others.
  • It does take time to figure everything out because there is just so much.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Optical Image Technology
Founded: 1986
www.docfinity.com

Company Information

Zapendo
United States
www.zapendo.com

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Categories

Categories

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 Not Supported
Process Modeling & Design 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 Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not 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

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Not Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking 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 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 Not Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Not Supported
Search Supported
User Tagging Supported
Version Control Supported
Workflow / Approval Process Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Supported
Version Control Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Microsoft SharePoint Supported
Google Drive Not Supported
Microsoft 365 Supported
Microsoft OneDrive Not Supported

Integrations

Microsoft SharePoint Supported
Google Drive Supported
Microsoft 365 Not Supported
Microsoft OneDrive Supported
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