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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Effortlessly create documents directly from your SharePoint lists or libraries, allowing for the rapid generation of proposals, presentations, and reports without any errors. You can easily export chosen SharePoint elements, views, or entire lists into customizable Word reports, incorporating specific metadata, charts, images, and additional features. With the ability to refresh content without needing to open the files, you can eliminate the hassle of copy-pasting, manual entry, and other tedious tasks. Seamlessly perform mail merges for business letters, labels, tailored proposals, contracts, worksheets, and much more. You have the flexibility to compile a document from various items, generate individual documents for each SharePoint list item, or merge multiple documents into a single file. Additionally, you can break down frequently used content into smaller sections and then combine them into cohesive documents by simply checking boxes. Within seconds, you can assemble personalized Word documents or PowerPoint presentations, streamlining your workflow and enhancing productivity remarkably. This innovative approach saves valuable time and ensures accuracy in all your documentation needs.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Atera
Autotask PSA
ConnectWise CPQ
Dropbox
Go
Google Docs
HubSpot CRM
JavaScript
ManageEngine AD360
Microsoft SharePoint
Microsoft Word
PHP
Python
Salesforce
ServiceNow
SolarWinds Service Desk
TurboQuote
TurboSign
Zapier
n8n

Integrations

Atera
Autotask PSA
ConnectWise CPQ
Dropbox
Go
Google Docs
HubSpot CRM
JavaScript
ManageEngine AD360
Microsoft SharePoint
Microsoft Word
PHP
Python
Salesforce
ServiceNow
SolarWinds Service Desk
TurboQuote
TurboSign
Zapier
n8n

Pricing Details

$999 one-time payment
Free Trial
Free Version

Pricing Details

$10 per month
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

EnovaPoint

Founded

2007

Country

Lithuania

Website

www.enovapoint.com

Vendor Details

Company Name

TurboDocx

Founded

2022

Country

United States

Website

www.turbodocx.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

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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