DocVaz

DocVaz

Cloudvaz
Sign Made Easy

Sign Made Easy

HIC Global Solutions
+
+

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About

Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.

About

Boost closures with Sign Made Easy, the ultimate Salesforce companion for eSignatures. With seamless integration with Salesforce, no code installation process, role-based eSigning, effortless installation with an easy-to-use interface, streamlined communication with email sharing, in-person eSignatures, type, draw, and upload eSignatures from any device, Sign Made Easy makes it easy to securely eSigning documents. Key Features: ✔ Sign the document and share it via email ✔ Accelerate your approval process ✔ Adaptive across all Salesforce versions ✔ No code installation ✔ User-friendly interface

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and companies seeking a solution to improve the process of uploading and tagging their documents

Audience

Industries and organizations in need of an electronic signature solution in Salesforce.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

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 4.6 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.4 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The platform is very easy to navigate, and sending documents for signature takes only minutes. Real-time tracking and audit trails make it great for keeping things organized.
  • What stands out the most is the platform’s reliability and security. I work with sensitive client documents, so features like audit trails, signer authentication, and encryption give me real peace of mind. The dashboard is well-organized, making it easy to manage multiple signature requests. The ability to create and reuse templates is a huge time-saver, especially for repeat agreements.
  • This eSignature tool is exactly what I was looking for—simple, affordable, and effective. It doesn’t charge you extra for basic eSignature needs, which is a big plus. I also like how easily it connects with Docs Made Easy. The whole signing and document generation process feels seamless.
  • This tool has made document signing within Salesforce a breeze. I no longer need to switch between apps - it’s all in one place. The drag-and-drop signature fields are easy to use, and I love how I can track the signing status in real-time.
  • Sign Made Easy has made it so much easier for me to manage document signing. It’s simple to use, quick, and easy to figure out. I really like that my documents are kept safe and secure, and I can easily check where each document is in the signing process, which makes keeping track of everything much less stressful.

Cons

  • I wish there were more styling options for the signature itself.
  • Some of the more advanced features, like team permissions and bulk sending, took a little time to learn. Once familiar, though, they’re incredibly useful. A mobile app would be a great next step!
  • So far, I haven’t faced any issues. But if someone needs very specific or advanced features, they may need to explore the premium options.
  • It would be great to have more template options for different types of documents.
  • I’d love to see even more customization options for branding, like being able to fully personalize email notifications or signature request pages.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cloudvaz
United States
www.cloudvaz.com/docvaz.html

Company Information

HIC Global Solutions
Founded: 2015
United States
hicglobalsolutions.com

Alternatives

Alternatives

Certinal eSign

Certinal eSign

Certinal
Foxit eSign

Foxit eSign

Foxit Software
360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
Kinective Sign

Kinective Sign

Kinective
Awesome Sign

Awesome Sign

AwesomeSuite

Categories

Categories

Document Management Features

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

Integrations

Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive

Integrations

Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Claim DocVaz and update features and information
Claim DocVaz and update features and information
Claim Sign Made Easy and update features and information
Claim Sign Made Easy and update features and information