Portant Alternatives

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.

DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below. AP Automation and Vendor Payments Solutions: Allow DocuPhase 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.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

Soda PDF is the software solution that helps your business quickly achieve any document goal with ease. Edit, create, convert, merge, split, sign, or secure PDFs to your needs. Modify documents using the best PDF editor and PDF converter. Our easy-to-use PDF tools are made to streamline any document workflow with efficient results. With the fastest Microsoft Office to PDF converter on the market, our Batch tool helps you create or convert multiple PDFs at once, along with the ability to add page numbers, watermarks, Bates numbering & secure permissions to multiple files or folders in seconds. Keep a safe distance between people and paper by signing, managing & tracking electronic signatures remotely using our efficient E-Sign feature. Save time & avoid retyping with OCR Edit to quickly search, recognize & modify text contained within any scanned document or image file. Access Soda PDF’s entire suite of tools & services directly from your desktop, or from any device with a web browser.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

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.

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.

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.

Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity.

Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.

Digitize. Automate. Transform. Bridge the gap between your field and office with Fluix mobile-first workflow management software. Businesses around the globe have already optimized their processes with document workflow software Fluix. Quickly fill out any form required in your daily operations — from inspection reports, purchase orders, and invoices; to expense reports, time cards, sales contracts and hiring packages. Fluix’s built-in annotation capabilities makes PDF form filling more efficient — increasing productivity of your field team and optimizing your operational workflow. With Fluix, any kind of inspection, review and approval tasks can be completed in minutes. A two-week workflow cycle is now just a few taps away. Ability to review inspection documents from the field worker who is miles away on site. Signing urgent contracts with customers on the iPad and even iPhone.

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.

Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.

Say goodbye to manual and error-prone template editing. Simply create your repetitive word documents as intelligent templates in Crove and automate your documentation workflow without writing any code. Error-free Contracts & Agreements with automation in no time. Generate employee documents by filling out form or integrating Crove. Create purchase and sales orders by filling out Crove form with ease. Share links with buyer and seller to generate property documents. Generate Invoices & receipts by integrating with your current system. Send out personalized marketing materials to prospects with ease. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system.

Autenti is an all-in-one e-signature platform for the approval of documents and signing contracts online. We transform traditional b2b and b2c transactions into e-commerce through convenient and secure ways that bring more sales with one-click e-signatures, BPA solutions and remote identity verification services. Autenti significantly reduces the time it takes to close any transaction that would take several days to just a few seconds, allowing for measurable benefits and savings. The platform is independent of all signing parties, is eIDAS regulation-compliant and is an intermediary trust service provider that secures document integrity and business certainty. Autenti aims to digitise document workflows, reduce paper and ink consumption, replace the use of courier services and become a leader in pro-ecological solutions. The Autenti platform has it all, guaranteeing clients a full scope of e-transaction services.

Accelerate and simplify the way your business flows with Leegality's unified eSign, eStamp and Document Workflow Platform. Paper documents have long turn around times, this delays your important commercial relationships. Printing, couriering, signing multiple pages, etc., paper documents are painful, for you and your customers. Paper tears, gets wet, gets forged and gets lost. There go your legal rights. India’s deepest stamping network to help your business maintain digital inventory, even during toughest lockdowns. Go live within days with India’s most reliable and experienced team that has helped the largest businesses digitally transform their paperwork in a secure way. Leverage our ready-to-use integrations with leading eKYC, LOS/LMS, CLM, DDE providers like Karza, Practice League, Kuliza, SmartContracts, NESL, Lentra and others to build seamless digital experiences.

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

Countasign is the single space for you and your team to execute agreements, contracts and other documents that need a signature. It’s simple, fun and will seamlessly allow you to manage your document workflow. There’s no two ways about it. Security is always priority number one for us and we maintain industry standards. Isn’t that the point of paperless contracts, anyway? Don’t let your physical location or time zone come in between you and your deals. Manage and stay on top of all your contacts through a shared place for your team. Create your own legally binding e-signature. Your first step towards digitization of your paper contracts. The dashboard helps you track the progress made on your documents and take follow-up actions. Your Signees can find it difficult to find the right places to sign can in a lengthy doc. Place breadcrumbs allowing them to find the right path magically!

Are you looking for easy-to-use Salesforce Documents generating applications? Fully integrated with Document Generation Software, Document.do this application can create rich PDFs or Salesforce Docs files within minutes. Let’s hear about its top features! Top Benefits of Using Salesforce CRM Document Generation Software: 1. Pre-Designed templates 2. Editorial Capabilities 3. Easy Integration with Google Chrome 4. Automated Several Document-Related Tasks 5. Generate Report Documents 6. Quick Sharing On Cloufi’s, Document.Do is the best Document Generation Software available online, offering a quick and effective onboarding solution with its responsive process builder and document editor. You Can generate essential business documents, i.e. invoices, contracts, reports, and agreements.

Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.

Pocketlaw offers a suite of easy-to-use tools to streamline your legal processes and drive efficiency, reduce costs, and achieve better results faster. Do everything from contract drafting and automation, and collaborating with colleagues, to eSigning, secure tracking and storage, and task management. By unifying contract management and automating key legal tasks, Pocketlaw helps companies optimize their legal processes so teams have more time to focus on strategic initiatives while maintaining control and quality. Work faster and minimize human error through automation. With our self-serve tools, your team can create a contract in minutes. Automate your company contracts and playbooks or leverage one of the 400+ ready-to-use templates covering multiple jurisdictions. E-signed documents from anywhere, on any device with Pocketlaw. With advanced e-signing, signing orders, and reminders you can get your documents signed securely, and in a fully compliant way anywhere in the world.

Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more.

Edit, send & sign PDF documents online for free. Document workflow, simplified. DocHub streamlines document signing, distribution and form completion. Import your document to DocHub straight from your inbox, drag and drop your signature, and email it back. No need to print and scan! Request signatures or completed forms from other parties and DocHub will walk the recipients through the document, field-by-field, until its signed and finalized. Getting a document signed by multiple individuals has never been easier. Specify who needs to sign and where, then send the document as a Sign Request and DocHub handles the rest. Edit PDFs online. The Page Manager displays thumbnails of each page in your document, allowing you to rotate, delete, or reorder pages using drag and drop. Easily merge PDFs or other documents together with a simple click. Gmail, Google Drive and Dropbox are seamlessly integrated into DocHub.

Perftech.DocSay - Document Management Solution. Perftech.DocSay is an efficient solution that provides comprehensive information and document management in a modern business environment. The solution is highly scalable, allowing you to adapt it to your business processes and environment. Perftech.DocSay allows you to manage various aspects of documentation, such as ISO documentation management, inbound mail capture and processing, invoice management, project documentation management, quality management, and the storage of original documentation such as contracts, quotations, manuals, work orders and more. Mail - Processing of incoming mail and all procedures related to incoming documents. Invoice capturing and validation Electronic archiving of ERP documents Project Management documentation Quality Systems documentation Management (ISO,...) Automation of document workflows Integration with ERP systems is possible due to the openness of the system. Flexibility

Make it so easy to sign your documents that it cuts turnaround time in half. SignWell (formerly Docsketch) is a free electronic signature tool for legally binding esignatures and faster document signing. Get 40% faster turnaround time and save hours (sometimes days) of waiting. Electronic signatures are built into SignWell in an intuitive way that’s easy for everyone to use. Avoid the slow and frustrating process of printing, signing, and faxing/emailing back. SignWell is compliant with U.S. and international e-signature laws. Signed documents are archived and protected from further changes; they're as legally valid as pen-and-paper documents. Document workflows let you choose whether to get everyone to complete your documents at once, or one-by-one in a specific order. When you need people to sign in a specific order, each person automatically gets notified when it's their turn. You'll know exactly who still needs to complete the document.

Document Logistix is a Logistics document management specialist. Document Manager software provides a centralized way to run complex, distributed operations. Document Manager software manages all types of documentation, paper and digital, across a range of devices. Document Logistix provides a true enterprise EDMS solution to manage documents across PoDs, CMRs, GRNs, Fleet Management, Invoicing, HR and more. Document Manager software links documentation generated and captured throughout Logistics organizations that can be used to automate workflow processes to achieve measurable benefits, including improved cash flow and margin protection. GDPR affects all companies. How can you use document management software to implement GDPR compliance. Looking for a reliable document management partner? Why you should add Document Logistix to your Request for Proposal.

Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.

DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.

With Carizma First you can automatically create recurrent documents, such as contracts, rental agreements, quotations and invoices, quickly and efficiently, whether you are experienced or not. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary, ensuring compliance and mitigation of risks while guaranteeing both precision and speed. Using a straightforward questionnaire, selection of the correct template and inclusion of all appropriate data and parameters is ensured. Documents are created automatically based on entries in the questionnaire and other data sources, e.g. SAP. Attachments can be uploaded via the questionnaire and integrated into the document to be generated. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary.

Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems!

TextBEAST SmartTemplates is a clipboard and document assembly/automation application featuring user-defined variable text for intelligent templates. Just set up a template and add your selectable variable text for consistent and rapid customization of documents such as letters, communications, and contracts. You can create templates with variables that allow users to simply select the correct options each time a template is utilized. This process would normally require programming/coding but with SmartTemplates, it can be done using a simple graphical user interface. Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents reliably and consistently.

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.

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.

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.

Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.

Formsio is document automation software that helps paper-intensive industries streamline processes, significantly reduce time to complete paperwork, and improve overall customer experience. Formsio re-envisions paperwork starting as an HTML document that is dynamically generated in real time. This is a very important distinction that differentiates Formsio from competitors that wrap their solutions around a PDF or DOC file. Formsio helps industries that utilize template-based documents that require signatures, consume large data sets, often have calculation dependencies, and require bulk distribution to their customers, contractors, and employees. We see the most interest for our solutions within industries such as legal, lending, compliance, HR, real estate, and insurance. Easily create dynamic HTML forms and documents using our graphical designer. Our designer replaces static, inefficient, PDF files that create bottlenecks in signature workflows.

Intelligent Document Automation, Generation and Template Management. With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows. Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.

Increase productivity with Google Drive file management and document generation from an easy-to-use AppExchange app. Keep important documents nearby and share them with your team using the Drive Links Lightning component. Build powerful merge templates that can generate documents for all of your business needs, all through clicks, not code. Drive Connect's trial allows you to explore all of its capabilities with up to 10 users for 14 days. Link Drive files and folders to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations in record-triggered flows. Install Drive Connect today and use it with 10 free user licenses for 14 days with no credit card required. You can buy Drive Connect from the setup tab of the Drive Connect Salesforce app. Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.

No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience.

CraftMyPDF allows you to generate pixel-perfect PDF documents from pre-defined templates and JSON data. CraftMyPDF's advanced drag & drop editor lets you design PDF templates within minutes in any browser. Our PDF generation API supports Zapier, Integromat & REST API integration. CraftMyPDF has high-quality fonts you can utilize, made even more powerful by our font selector that allows you to instantly view, select, and use hundreds of fonts for your reports or PDFs.

SpringCM provides an innovative document workflow and management platform. As the number one highest rated solution, SpringCM’s Contract Management Software helps companies store and manage sales contracts and all types of documents across mobile devices, desktops, and partner applications such as Salesforce. Key features include search and find, central repository, advanced workflows, e-signature, version control, clause library, REST API access and support for developers, and more.

SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates.

Use a familiar drag-and-drop process to create document templates. A software wizard helps guide users through the document creation process. Easily customize documents to suit just about any situation. From legal documents to customer invoices, SmoothDocs is always up to the task. From the quick one-pager to exhaustive contracts, SmoothDocs can create just about any document your business needs. Create templates for your frequently used documents. Use those templates to realize huge time savings every time a new document is created. Easily construct customizable templates. Divide your text in to sections which can be added to a document in any order. Add custom fields which are updated each time a document is created. Create documents from your templates. Decide which sections to include in your document. Update fields with the text of your choice. Manually change any document text as you see fit.

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.