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Average Ratings 0 Ratings
Description
Are you in search of user-friendly applications for generating Salesforce documents? With seamless integration into Document Generation Software, Document.do allows users to produce rich PDFs or Salesforce Docs in just a matter of minutes. Let's explore its standout features!
Key Advantages of Utilizing Salesforce CRM Document Generation Software include:
1. Pre-Designed Templates
2. Editorial Capabilities
3. Simple Integration with Google Chrome
4. Automation of Various Document-Related Tasks
5. Generation of Report Documents
6. Rapid Sharing Options
According to Cloufi, Document.Do stands out as the premier Document Generation Software available online, providing a swift and efficient onboarding process through its intuitive process builder and document editor. Users can easily create vital business documents such as invoices, contracts, reports, and agreements, ensuring a streamlined workflow for all documentation needs. This capability not only enhances productivity but also improves collaboration among team members.
Description
Adopting digitization, with no doubt, is a very important step for every organization to meet the pace, and compete for the race in the industry. Whereas the exponential growth in the business content and procedures due to enlarging goals day by day makes the manual document handling task critical.
docEdge Document Management Software ensures the best experience to handle all the business-related documents and helps to manage them on the go from anywhere.
Let’s move into the smart and digital world, hand over the hectic document management task to docEdge, and set yourself free from the hustle.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Dropbox
Yes
Google Drive
Yes
Microsoft 365
Yes
Salesforce
No
Pricing Details
Contact us
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cloufi Technologies
Founded
2017
Country
United States
Website
cloufi.com
Vendor Details
Company Name
Pericent
Founded
2007
Country
India
Website
www.pericent.com/products/docedge-dms/learn-plan-price/basic-edition/
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes