DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Contra
Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository.
Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.
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DraftOnce
DraftOnce is the only Contract Authoring tool designed to train users on your documents, your policies, your governance, and your processes while allowing even new users to produce correct, compliant documents. DraftOnce separates the contract preparer from the contract language. It allows users to answer questions about the purchase rather than worry about what clauses to pull from a library. And with each question as much or as little help as needed is right there. Even the best contracts people have told us that they can now produce a contract in less than 30 minutes, and before DraftOnce, it took them several days. Plus, reviewers can more rapidly proofread contracts, by first checking how the questions are answered, eliminating common bottlenecks. During setup, we capture your team’s expertise. The system provides users with as much guidance as they need so they learn while being fully productive.
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