Average Ratings 13 Ratings
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Description
Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object.
Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.
Description
TurboDocx is an innovative platform that leverages artificial intelligence to streamline document automation and templating, allowing businesses to swiftly produce, tailor, and oversee professional documents and presentations through the use of reusable templates, centralized content, and smart automation features. Users can effortlessly extract data from various sources, including customer relationship management systems, meeting notes, and project management tools, to fill templates with precise and current information, thereby minimizing manual data entry and mitigating the risk of errors. The platform accommodates both AI-driven and manual processes, giving users the flexibility to auto-fill fields, create personalized content sections, and modify tone and style, or compile documents by selecting approved materials from a communal knowledge base to maintain brand coherence. With seamless integration into applications like Microsoft Word, PowerPoint, Google Docs, and various cloud storage solutions, teams can operate within their preferred environments while benefiting from automated document creation, making the overall process more efficient and organized. This adaptability not only enhances productivity but also fosters collaboration among team members.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Box
No
ConnectWise CPQ
No
Dropbox
No
Go
No
Google Drive
No
HubSpot CRM
No
ManageEngine AD360
No
Microsoft OneDrive
No
Microsoft PowerPoint
No
Integrations
Salesforce
Yes
Box
Yes
ConnectWise CPQ
Yes
Dropbox
Yes
Go
Yes
Google Drive
Yes
HubSpot CRM
Yes
ManageEngine AD360
Yes
Microsoft OneDrive
Yes
Microsoft PowerPoint
Yes
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
$10 per month
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Docs Made Easy
Founded
2021
Country
United States
Website
docsmadeasy.com
Vendor Details
Company Name
TurboDocx
Founded
2022
Country
United States
Website
www.turbodocx.com
Product Features
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
