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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.

Description

Primedocs serves as a comprehensive platform for managing templates and creating documents, seamlessly integrated with Microsoft 365, aimed at facilitating the production of professional documents and presentations that align with brand standards with ease. By automating the document creation process, it enhances efficiency and cuts costs while guaranteeing that all teams utilize only centrally-approved text modules, ensuring legal and content uniformity. The platform allows for immediate application of corporate design elements—such as logos, fonts, colors, layouts, and formatting—across various Microsoft applications like Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, thus maintaining strict adherence to brand guidelines. Furthermore, it integrates smoothly within your existing system architecture, enabling the import of selected data from third-party software (such as CRM, ERP, DAM, and DMS) for automatic document insertion, which significantly minimizes the need for manual entry and reduces the likelihood of errors. Additionally, users can process data either locally or through a SaaS model, providing complete control over sensitive information while fostering a secure content management environment. This versatility not only streamlines workflows but also empowers teams to focus on their core tasks without the distraction of formatting concerns.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Copilot No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Power Automate Yes 
Microsoft PowerPoint No 
Microsoft Teams No 
Microsoft Word No 

Integrations

Microsoft 365 Yes 
Microsoft Copilot Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Power Automate No 
Microsoft PowerPoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 

Pricing Details

$9.95 per user per month
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 No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Solentive Systems

Founded

1993

Country

Australia

Website

www.exactdocs.com

Vendor Details

Company Name

PrimeSoft

Country

Germany

Website

www.primedocs.io

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Email Signature

Auto Update No 
Campaign Specific Signature No 
Content Creation No 
Image Management No 
Legal Disclaimer No 
Signature Management No 
Social Media No 
Templates No 

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