Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

Description

Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Jotform Yes 
Salesforce Yes 

Integrations

ChatGPT No 
Jotform No 
Salesforce No 

Pricing Details

Free Plan Available
Free, Standard, and Enterprise plans are available and designed for small and midsized organizations.
All plans include 5 hours of free professional services to set up your first template.
Free Trial No 
Free Version Yes 

Pricing Details

$99
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AI Docs, Inc.

Founded

2018

Country

United States

Website

www.aidocs.com

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

Product Features

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control No 
Workflow Management Yes 

Quoting

Automated Quoting Yes 
Catalog Management No 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

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