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Description
DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.
Description
Is your organization prepared for the emerging 'new normal'? Our platform offers comprehensive and secure management solutions tailored for your needs. Enjoy a 40% discount on our annual plan, along with a complimentary PJ Inter bill. Experience enhanced financial oversight with corporate financial control that provides an array of resources and procedures to streamline your daily financial operations—discover more! In addition, our system features thorough inventory management capabilities, allowing you to oversee products, sales, purchases, transactions, transfers, reports, suppliers, and much more—find out more! Manage your budgets, sales, and service orders effortlessly with our robust business management software designed to simplify your sales processes for both products and services. With GestãoClick's Online Invoice Issuing Software, generating electronic invoices for your offerings is not only quick but also hassle-free. Furthermore, our tool enables you to monitor all bills issued by your business and track each customer payment meticulously. This all-in-one solution empowers your company to operate more efficiently and effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49.90 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocSavy
Country
United States
Website
docsavy.com
Vendor Details
Company Name
GestãoClick
Founded
2015
Country
Brazil
Website
gestaoclick.com.br/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management