docEdge DMS

docEdge DMS

Pericent
+
+

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About

Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.

About

Managing business information and documents from several sources becomes challenging, time-consuming, and dearer in cost. A fully-featured and power-packed document management system, developed and implemented by Pericent BPM & DMS Software Private Limited, can easily wipe out all the hustle that you face managing your business documents daily. docEdge DMS paperless document management system enables you to experience the effortless handling of all the business documents and information. We developed this program with several special features that allow it to stand among the topmost brands and most opted ones. Our expert team ensures easy and secure functionality of the program so that our end-user could derive ultimate satisfaction using it. docEdge DMS Basic is a complete Document Management System that provides great document management features. It is easy to use, powerful and cost-effective document management software.

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 Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Technology Companies, Financial Services, Healthcare Organizations

Audience

From healthcare firms to construction businesses looking for a document storage, sharing, security and management solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.4 / 5
support 4.8 / 5

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

Pros & Cons from Real Users

Pros

  • I used S-Docs before, but it was a bit confusing and slow. Then I tried Docs Made Easy, and it’s so simple. I can create and edit documents in just a few clicks.
  • Easy to use, cost-effective, and integrates smoothly with Salesforce. Creating templates is straightforward, and features like merge fields and conditional logic make document generation highly customizable. The support team is responsive and helpful.
  • This tool offers exactly what I needed for generating documents within Salesforce. The template setup is straightforward, and I can easily get data from Salesforce. The automation features also help reduce repetitive work.
  • Earlier, I was a Conga composer user but switched to Docs Made Easy because of conga's high pricing and poor support. And, I am glad I chose Docs Made Easy! It’s much more affordable and really easy to use. What I love the most is their support team; whenever I need help, they respond quickly and actually solve the problem. The tool is simple, works well with Salesforce, and helps me create documents in just a few clicks.
  • I was searching for a document generation tool that wouldn’t be too expensive but still did the job well. Setting it up was simple, and I was able to create templates without any hassle. The best part is how smoothly it works—just a few clicks, and my documents are ready. Plus, the support team is super responsive whenever I have a question.

Cons

  • Sometimes big documents take a little longer, but it’s not a big issue.
  • A slight learning curve for advanced features, but great documentation and support make it easier.
  • Some settings were a bit confusing at first. It would be nice to have more help or tips while using it.
  • It took me a little while to learn where everything was and how it worked, but that’s probably just me. Once I got used to it, it was super easy.
  • It took me a little time to understand all the features, but once I got the hang of it, everything became easy.

Training

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

Training

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

Company Information

Docs Made Easy
Founded: 2021
United States
docsmadeasy.com

Company Information

Pericent
Founded: 2007
India
www.pericent.com/products/docedge-dms/learn-plan-price/basic-edition/

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PDM

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Categories

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not 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 Not 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 Not Supported

Document Generation Features

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

Integrations

Dropbox Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Salesforce Supported

Integrations

Dropbox Supported
Google Drive Supported
Microsoft 365 Supported
Salesforce Not Supported
Claim Docs Made Easy and update features and information
Claim Docs Made Easy and update features and information
Claim docEdge DMS and update features and information
Claim docEdge DMS and update features and information