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Average Ratings 56 Ratings
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Description
Exact Synergy is a comprehensive workflow and document management solution designed for businesses. New clients acquire the technology through complete solution packages, while current users can enhance their Synergy licenses by adding more users or supplementary solutions. In collaboration with our resellers, we provide a distinctive blend of expertise and services tailored to meet the specific requirements of small and medium enterprises (SMEs). At its core, Exact Synergy serves as the foundational platform for Exact's HRM, CRM, and BPM systems. It features robust process management and automation capabilities, complete with alerts and notifications. Additionally, it offers integrated document management and archiving, efficient project management and administration tools, as well as customizable templates for HR, sales, and various business workflows. Its seamless integration with Exact for Finance and ERP ensures a unified business environment. The software supports online access and is designed for international use. Moreover, Exact Synergy for CRM effectively dissolves the barriers among sales, marketing, finance, support, and other departments that interact with customers, resulting in a cohesive organization-wide database that enhances collaboration and communication. This multi-departmental connectivity is crucial for improving customer relationships and operational efficiency.
Description
PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.
API Access
Has API
API Access
Has API
Integrations
Causal
ChatGPT
Cobalt
Contract Wrangler
Freedom Merchants
Google Drive
HubSpot Customer Platform
Kizen
Latenode
Move Right
Integrations
Causal
ChatGPT
Cobalt
Contract Wrangler
Freedom Merchants
Google Drive
HubSpot Customer Platform
Kizen
Latenode
Move Right
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
Exact
Founded
1984
Country
Netherlands
Website
www.exact.com/us/software/exact-synergy
Vendor Details
Company Name
PandaDoc
Founded
2011
Country
United States
Website
demo.pandadoc.com/
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
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
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
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration