Audience

Companies of all sizes

About Docubee

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.

Pricing

Starting Price:
$9 per month
Pricing Details:
Transparent pricing packages that fit your business start at just $9 a month.
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Docubee offers API access

Ratings/Reviews - 4 User Reviews

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

Company Information

Docubee
Founded: 1991
United States
docubee.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Docubee Frequently Asked Questions

Q: What kinds of users and organization types does Docubee work with?
Q: What languages does Docubee support in their product?
Q: What kind of support options does Docubee offer?
Q: What other applications or services does Docubee integrate with?
Q: Does Docubee have an API?
Q: What type of training does Docubee provide?
Q: Does Docubee offer a free trial?
Q: How much does Docubee cost?
Q: What pricing for support is available for Docubee?
Q: What pricing for training is available for Docubee?

Docubee Product Features

Business Process Management

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

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

Contract Management

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

Digital Signature

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 Generation

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

Document Management

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

Forms Automation

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

Onboarding

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

Vaccine Management

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

Workflow Management

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation 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
Calendar Management Not Supported

Workforce Management

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

Docubee Additional Categories

Docubee Verified User Reviews

Write a Review
  • An OnTask User
    Director
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Director"

    Posted 2022-01-18

    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

    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

    Overall: This product has saved our team a lot of time over the past few months, and it can’t be beaten for the price.

    Read More...
  • Kate S.
    Director of Customer Experience
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great support"

    Posted 2021-12-08

    Pros: 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.

    Cons: It can be overwhelming at first, but once you learn the basics it’s easy to navigate the platform.

    Overall: So far, we’ve really liked using the platform at our organization and have appreciated the help we’ve received along the way. We’re glad we made the choice to go with OnTask.

    Read More...
  • An OnTask User
    Human Resources Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Enjoying Using OnTask in our HR Department!"

    Edited 2021-11-03

    Pros: 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.

    Cons: 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.

    Overall: OnTask has become an asset to my HR team over the past few months. We’re planning to use it to collect I-9 forms and employee info during onboarding in the near future. I’m grateful I found this product when I did!

    Read More...
  • An OnTask User
    VP of Sales
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Saves our team a lot of time"

    Posted 2021-07-29

    Pros: 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: 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.

    Overall: OnTask has been a great tool for our company. We are looking to use it for more of our processes like RFPs and invoices in the near future.

    Read More...
    Reply from Docubee
    Posted 2021-08-11
    Thank you for your review! We are glad OnTask is helping you save time, and increase efficiency. Let us know if we can help as you implement more workflow automation in your RFP and invoicing processes.
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