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Description
Contract Lifecycle Management Suite (CLM), which is built on a no code platform, offers fully customizable best practices functionality for buy-side and sell-side contract management. Convert image files from.jpg to.png, and.pdf into searchable documents. The original image is retained. With Word and PDF templates, users can arrange data in printable, distributable formats that can either be attached to records or emailed out to stakeholders. Our redlining feature allows you to compare different versions of documents and create audit trails for all edits. One click creates a complete contract. You can easily insert dates, fields, formulas, and other information into a document without the need for ActiveX or client-side programs. Your Agiloft knowledgebase allows you to convert Microsoft Word files into PDFs or Word files into PDFs. To collect digital signatures, integrate with Adobe Sign and DocuSign when contracts are ready to sign.
Description
Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Ameego
Docusign
Microsoft 365
Microsoft Power Automate
Microsoft Teams
Microsoft Word
Slack
Integrations
Adobe Acrobat Sign
Ameego
Docusign
Microsoft 365
Microsoft Power Automate
Microsoft Teams
Microsoft Word
Slack
Pricing Details
$8000 For 5 Users Per Year
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
Koho Consulting
Founded
2011
Country
United States
Website
www.kohoconsulting.com
Vendor Details
Company Name
HubOne
Country
Australia
Website
www.hubone.com
Product Features
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
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
