Best Document Management Software for Salesforce - Page 7

Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling.

Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncy

Less time with contracts. More time for important work Set the pace for your business by generating and signing agreements with the fastest document workflow solution. Create agreements using a dedicated editor or use one of many available templates prepared by lawyers. Automatically create agreements from ready-made paragraphs that you prepared earlier. It is like assembling a contract from building blocks. Pergamin is the fastest tool on the market for scalable repetitive contract creation. Add people from your team and invite external contractors to accept or negotiate. The final document is created in one place, with full control of all amendments and the version history. Pergamin is your platform for communicating all the agreements between parties. Sign contracts conveniently and directly in your browser. Use different types of signatures, such as SMS signatures and cloud-based qualified signatures.

Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process. Create and update agreement templates easily, without sacrificing the ability to include complex logic. Generate custom agreements in a matter of seconds giving your reps more time to spend with customers. Streamline how data is captured and ensure accuracy with data-driven agreement preparation tools.

Certinal’s digital signature solution is fast, safe, and secure, automating your documentation process and allowing real‑time tracking for all users. As a future‑ready digital transaction management solution, it provides trust, security, and compliance. Explore a range of document templates, including contracts, agreements & forms, to streamline your document creation and consent‑management process. Discover essential eSignature, document‑management, and digital‑transaction terms in the Certinal eSign glossary to better understand digital workflows. The compliance section is your guide to eSignature legality, covering legal requirements, compliance standards, and eSignature laws across 65+ countries. Certinal’s eSignature integrations offer effortless connectivity with Salesforce, SharePoint, SAP, and other tools.

Managing your files in Salesforce has never been easier. Use our responsive web-based application to run File Explorer anywhere on any device. No installation or configuration needed. Simply login with your Salesforce credentials and get started instantly. Install File Explorer directly on your Salesforce org. Utilyze the familarity and security of native Salesforce. Feel more comfortable using command line tools? Try out the Apache Ant version of File Explorer. Configure multiple Ant tasks, quickly export all your data in 1 command. Read this blog post for complete instructions and a demo.

Iqxora empowers enterprises to rapidly develop and deploy business applications for supreme customer experience, operational excellence and compliance. In today’s age of digital disruptions, leaders need to constantly embrace change to keep pace with the complex, volatile and ever-evolving business landscape. Success in the digital age depends on transformative thinking and having the right set of digital tools to quickly convert these thoughts to action. Iqxora revolutionizes Application Development in Enterprises! Develop and deploy applications in hours & days, not in weeks & months! Iqxora is your one-stop platform for rapid application development, content collaboration and business process automation.

Our Contract Performance Platform extracts commercial terms and transforms them into verified data that drives business performance. Contract Wrangler provides visibility into all of your contract terms and turns it into insights that impact cash flows and productivity. See what’s been agreed to, analyze its effect on your business, and have a self-maintaining database that you don’t have to worry about. A.I. extraction of every date-driven event and relevant term, verified by our attorneys so you don’t have to. Unlimited access to a searchable and complete database of contract data, insights, and upcoming milestones. Native integrations to fuel enterprise workflows and update peer systems of record. Distill complex contract data into an easy-to-use dashboard with date-driven events, milestones and obligations. Get proactive alerts before any key event, like the auto-renewal of a vendor contract you no longer want to pay for.

Lexion is a powerfully simple contract management platform that helps every team do more business, faster, by streamlining and centralizing the contracting process in a system that works the way you do. Manage all your end-to-end dealmaking operations from one centralized dashboard, with simple email-driven intake and workflows any team can use instantly, intuitive no-code automation to streamline processes and workflows, and industry-leading, practical AI that can read contracts to automatically track key terms, generate reports, and more. We built Lexion at Microsoft co-founder Paul Allen’s artificial intelligence research institute (AI2). With a top-notch and experienced team from Microsoft, Facebook, Google, and Amazon, we built a company that CB Insights ranked the #1 most promising AI legal tech startup in the world two years in a row, and which top AI investors (including A16Z, Sequoia, and Goldman Sachs) voted one of the top 40 Intelligent Applications to watch in 2022.

With Composer, quickly generate error-free digital documents for any need. Automate your templated documents to guarantee they’ll always be beautiful and built with the right data. Spin up accurate, consistent documents for any business need while you get rid of process roadblocks and errors that slow down business. With Composer, build fully customized, personalized documents in a snap, whatever your industry, your role, or your use case. Eliminate manual document tasks and reduce errors for better customer communications. Once you’ve created your documents, we help you automate processes around them. Tie together automated reports and batch sends for quick, streamlined workflows. With the Conga Batch add-on, consolidate, schedule, and deliver the documents you create with Composer. Choose how you want to launch and send, whether automatically or on-demand, and even do so for multiple documents at once.

Capturing signatures the old-fashioned way is slow, inefficient, and needlessly complicated. Conga Sign helps you secure the signatures you need for business-critical transactions with fast, efficient eSignature. Getting your customer to sign on the dotted line is often the final and delayed step in a business process. Conga Sign empowers you to quickly capture the secure, compliant, and legally binding electronic signatures you need. Conga Sign is cost-effective, easy to implement, and to use. You gain the ability to sign documents quickly and securely, save money, and reduce risk, all while creating an intuitive, efficient experience for your customers. Tie a bow on every agreement and contract by capturing electronic signatures effortlessly, in a matter of minutes. They may be easy to collect, but these signatures mean business. They're secure. Compliant. Legally binding. So they stand up to the test.

TRUE help organizations automatically generate and issue beautifully animated, secure original documents, such as Certificates, Diplomas, Awards, Licenses, and Badges. TRUE original documents are impossible to falsify, and always available. Tehy cant be lost of stolen. Our technology save organizations time and resources - AND increase traffic and attention to their websites. TRUE’s clients and users include SKANSKA, Bonnier, EY, Qvalify, RISE, Universum, IHM Business School, Berghs School of Communication, Parks & Resorts, Bank of Georgia, SSF - and many, many others. The technology is new, but we make it easy to use. Reach out and discover why TRUE is the future of document management. We ❤️ creating value together with clients.

Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand. Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Windward Hub centralizes your template creation process. No more emailing files back and forth or messy versioning workarounds. In the Windward Hub portal, you can view up to date versions of your document templates: one location for managing templates across the entire document automation process means more time savings.

Move to Industry Cloud and transform the relationships with your clients, partners and employees. Enxoo is dedicated to automate all of your crucial business processes by offering industry-specific digital transformation platforms created from our years of experience, industry expertise and tech skills. The “Industry” element stands for ready-made solutions designed for the telecommunications sector. We deliver expertise through our industry-specific solutions, products, and professional services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey.