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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.

About

Process Shepherd's decision tree and agent scripting functionality furnishes agents with a step-by-step guides to complex workflows with optional integration to external services such as your CRM or helpdesk. The central aim of this platform is to refine workflows, strengthen compliance, and increase overall efficiency within contact centers and help desks. The essence of Process Shepherd lies in its presentation of workflows as sequential steps or queries that agents follow one after the other. By delivering guidance in this segmented manner, the platform alleviates the complexity of handling complex tasks, minimizing both the time spent on training new agents and the average time consumed in individual interactions. Cut Agent Onboarding Time by 80% Diminish Ramp Time by 40% Lower Average Handling by 30%

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

Companies of all sizes

Audience

Contact centers

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

$9 per month
Free Version
Free Trial

Pricing

$20
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docubee
Founded: 1991
United States
docubee.com

Company Information

Process Shepherd
Founded: 2022
United States
www.processshepherd.com

Alternatives

AI Docs

AI Docs

AI Docs, Inc.

Alternatives

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Class Registration Features

Calendar Management
Confirmation/Reminders
Discount/Coupon Management
Online Registration
Onsite Registration
Payment Processing
Surveys & Feedback
Wait List Management

Contract Management Features

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

Digital Signature Features

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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Vaccine Management Features

Adverse Reaction Reporting
Alerts / Notifications
Appointment Reminders
Billing
Communication Tools
Dose Tracking
For Governments
Immunization Proof
Inventory Management
Predictive Analytics
Scheduling
Virtual Waiting Room

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

Salesforce
Aircall
Amazon S3
Box
Capsule
Freshdesk
Genesys Cloud CX
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
KonnectzIT
Microsoft SharePoint
Pipedrive
Zapier
Zendesk
Zoho CRM

Integrations

Salesforce
Aircall
Amazon S3
Box
Capsule
Freshdesk
Genesys Cloud CX
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
KonnectzIT
Microsoft SharePoint
Pipedrive
Zapier
Zendesk
Zoho CRM
Claim Process Shepherd and update features and information
Claim Process Shepherd and update features and information