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About

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integration recipes. You can generate a document at any time by going to the DocuGen view and clicking the green “Generate document” button. Your new document will be sent to you by email within seconds. Use split view! When you are on any DocuGen view, click the monday.com settings icon (the gear at the top right corner of the board view), and select Split View. This will allow you to preview the rows that will be included in the generated document. You can also filter the rows that will appear in your document using the familiar monday.com filter icon at the top of the board view. When you select specific filter values, the split view will automatically show you the rows that will be included in your document.

About

Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar. Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time. Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai.

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

Document Generation solution for companies

Audience

Any organization that has high inbound marketing funnel, engaging with lots of leads that need to qualify and schedule meetings with Sales Reps.

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

$25 per month
Free Version
Free Trial

Pricing

No information available.
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuGen
docugen.io

Company Information

Exceed.ai
Founded: 2016
Israel
www.exceed.ai

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

Landbot.io

Landbot.io

Landbot
Mailpro

Mailpro

Maxony
Apollo

Apollo

Apollo.io
SuperForm

SuperForm

Spot-nik

Categories

Categories

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Adobe Marketo Engage
Axis LMS
Eloqua
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Microsoft 365
Outreach
Pipedrive
Salesforce Agentforce Marketing
Zoho CRM
monday AI work platform

Integrations

Adobe Marketo Engage
Axis LMS
Eloqua
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Microsoft 365
Outreach
Pipedrive
Salesforce Agentforce Marketing
Zoho CRM
monday AI work platform
Claim DocuGen and update features and information
Claim DocuGen and update features and information
Claim Exceed.ai and update features and information
Claim Exceed.ai and update features and information