Docubee

Docubee

5.0 out of 5 stars
+
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About

DocsAutomator is a web-based document generation and delivery platform for teams that need to create recurring business documents from structured data. It fills Google Docs, Microsoft Word, or PDF templates using records from tools such as Airtable, Notion, Google Sheets, and other supported sources, then generates and delivers PDFs. Workflows can include dynamic line items, conditional sections, batch generation, email delivery, approval steps, and REST API or webhook automation. Documents can be sent for online signature or one-click acceptance; completed files include a signing record and can be saved to connected cloud storage or returned to a source record. Teams use it for quotes, invoices, contracts, onboarding forms, reports, and similar documents. AI agents can call DocsAutomator through its hosted Model Context Protocol server to create documents and manage signing workflows.

About

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

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 Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Operations teams and founders at small businesses who send quotes, contracts and onboarding paperwork from Airtable, Notion, Google Sheets, Glide and similar tools, and developers building AI agents.

Audience

Companies of all sizes

Support

Phone Support Not 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

$19/month
Professional costs $19/month billed yearly ($228/year) or $29/month billed monthly. It includes 100 documents per month, five automations, unlimited team members, e-signing and acceptance, and webhooks. Additional generated documents cost $0.20 each, subject to a 250-document overage cap. E-signing and acceptance cost $0.50 per document when the recipient first opens it, or $0.35 per document above 500 in a billing month. Unlimited free testing is available without a credit card.
Free Version Not Supported
Free Trial Supported

Pricing

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Version 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 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • -Really easy for our customers to use. We collect close to 200 waivers each month and were having trouble getting this done once the pandemic hit. The process has become more efficient than ever with OnTask. Being able to just send customers a link and have access to their forms after has been a game-changer for us. -Being able to find all signed waivers -The reminder feature so that we aren’t spending time chasing people down
  • We had some trouble getting set-up at first, but the support team at OnTask helped me set up our workflows to get started. They were very responsive and checked in with me before we launched anything to make sure we were on the right track. Once you’re set up, it’s really easy to send forms.
  • Getting HR documents completed with most of our employees working remote after COVID had become a struggle. OnTask has helped us immensely with this problem. Now we’re able to send a link out to employees to fill out their PTO requests and performance appraisals.
  • This application has been easy to implement throughout our organization, and has sped up a lot of our processes. Creating the workflows has been easy, and our clients enjoy having the ability to sign their contracts digitally now.

Cons

  • -Setting up forms and workflows can be time-consuming if you don’t know your way around the product. -You have to have the business package for custom branded emails
  • It can be overwhelming at first, but once you learn the basics it’s easy to navigate the platform.
  • It took some time to get some of our team members on board for such a big process change, but now everyone is enjoying how easy it is.
  • When we first started using the application there were some glitches, but the support team was great about helping us get them resolved in a timely manner.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

DocsAutomator
Founded: 2023
Germany
www.docsautomator.co

Company Information

Docubee
Founded: 1991
United States
docubee.com

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Categories

Categories

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates 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 Supported
Visual Workflow Management Supported

Class Registration Features

Calendar Management Not Supported
Confirmation/Reminders Supported
Discount/Coupon Management Not Supported
Online Registration Supported
Onsite Registration Not Supported
Payment Processing Not Supported
Surveys & Feedback Supported
Wait List Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Not 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 Management Features

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

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Not Supported
File Management Not Supported
Job Description Management Not Supported
Orientation Management Supported
Self Service Portal Not Supported
Task Management Supported
Tax Forms Supported
Training Management Supported

Vaccine Management Features

Adverse Reaction Reporting Supported
Alerts / Notifications Supported
Appointment Reminders Supported
Billing Not Supported
Communication Tools Supported
Dose Tracking Supported
For Governments Supported
Immunization Proof Supported
Inventory Management Not Supported
Predictive Analytics Not Supported
Scheduling Not Supported
Virtual Waiting Room Not Supported

Workflow Management Features

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

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Not Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

Airtable Supported
Dropbox Supported
Google Drive Supported
Google Sheets Supported
Zapier Supported
Gmail Not Supported
Google Calendar Not Supported
Google Forms Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Keap Not Supported
KonnectzIT Not Supported
Make Supported
Microsoft SharePoint Not Supported
Noloco Supported
OpenAI Not Supported
SmartSuite Supported
Stackreaction Not Supported
Trello Not Supported

Integrations

Airtable Supported
Dropbox Supported
Google Drive Supported
Google Sheets Supported
Zapier Supported
Gmail Supported
Google Calendar Supported
Google Forms Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Keap Supported
KonnectzIT Supported
Make Not Supported
Microsoft SharePoint Supported
Noloco Not Supported
OpenAI Supported
SmartSuite Not Supported
Stackreaction Supported
Trello Supported
Claim DocsAutomator and update features and information
Claim DocsAutomator and update features and information
Claim Docubee and update features and information
Claim Docubee and update features and information