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Description
Manage your business paperwork in a way that suits you best. Automatically populate fields with information, design workflows, prepare for e-signatures, extract essential data, and initiate the next document based on the criteria you establish and the data entered in the previous one. This streamlined process allows you to redirect your attention back to the core aspects of your business, alleviating any concerns regarding even the most complicated documents. Take charge of document management yourself; upload, customize, and distribute your files without relying on a "web expert." Our platform is mobile-friendly, accommodating everything from a single-page document to an extensive 100-page file. It’s so user-friendly that we’ve dubbed it "cave man certified," requiring virtually no training at all. This is DIY (Do It Yourself) in its finest form. Organize your documents in a logical sequence tailored to your business’s needs. Optimize all document-related processes on a secure platform while monitoring the status of each file through our detailed management dashboard, allowing you to maximize your productivity in the workplace. With this system, you can finally take control of your document workflow and enhance your business efficiency.
Description
Spruce is a comprehensive software solution tailored for heat pump businesses, designed to enhance every phase of the installation journey, starting from the first inquiry to the final documentation and compliance requirements. By utilizing this platform, installers can efficiently save time, boost their conversion rates, and expand their business reach. The software features tools for managing inquiry forms and creating immediate, precise heat loss assessments and cost estimates that help filter out unqualified leads. It also facilitates the creation of professional proposals with automated reports and branding elements, in addition to offering a heat loss survey and design capability that enables swift production of system designs and visually appealing reports. Furthermore, Spruce streamlines the paperwork and compliance process by automatically filling in all necessary documents for installations, notifications, and handovers, while incorporating a new integrated quality management system that ensures MCS compliance without requiring manual intervention. The platform promotes collaboration among all parties in the supply chain, permitting subcontractors and suppliers to coordinate effectively on various projects, and it seamlessly integrates with other workflow management tools for enhanced operational efficiency. This cohesive approach ultimately helps businesses thrive in a competitive market.
API Access
Has API
API Access
Has API
Integrations
Android
Apple iOS
Pipedrive
Simpro
WhatsApp
Zapier
Zoho Billing
magicplan
Integrations
Android
Apple iOS
Pipedrive
Simpro
WhatsApp
Zapier
Zoho Billing
magicplan
Pricing Details
$22 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Docsmore
Founded
2016
Country
United States
Website
www.docsmore.com
Vendor Details
Company Name
Spruce
Founded
2023
Country
United Kingdom
Website
www.spruce.eco/
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
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
Quality Management
Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management
