Compare the Top Document Automation Software using the curated list below to find the Best Document Automation Software for your needs.
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Docubee
Docubee
$9 per month 103 RatingsDocubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com. -
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The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
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Optix
Mindwrap
$360Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications. -
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PandaDoc
PandaDoc
Free 56 RatingsPandaDoc 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. -
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A highly sophisticated and exceptionally elastic, all-in-one platform, designed to uniquely address the specific needs of vertical or custom markets. The platform focuses on 4 main technological areas. •Low-code App Development. With Comidor Low-Code App Designer, users with no coding knowledge create from scratch an application following some simple steps. •Hyper-automation. With Comidor, you can map, and design all the process steps of a workflow, and make your processes smart with a combination of intelligent automation technologies. •Application marketplace. Through this environment, users can explore a wide variety of ready-to-use business apps suitable for every business need, download them, and thus extend the functionality of Comidor. •Digital workplace, which is a modern digital environment where users perform their daily activities. You can create your own custom dashboard, add interactive tiles, and widgets and track your daily work from the systemic notifications.
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Automation Anywhere
Automation Anywhere
$750.00 3 RatingsBreak the invisible barriers between systems, apps, and data. Meet the agentic automation platform that makes quick work of your most complex processes. Make getting things done look easy—because it is. Orchestrate your most complex, critical processes across systems and teams, leaving app and data silos in the dust. Drive every process at maximum speed. Set up and apply AI + automation wherever your teams work with simple-to-use tools and expert support. Get peace of mind and automate with AI in any context, no matter how complex, with full security and governance controls. Get right-size support every step of the way. Start with do-it-yourself training, community expertise from 1M+ automation professionals, and a global partner ecosystem. -
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Contractbook
Contractbook
3 RatingsAll you need to manage and sign contracts is one tool. Contractbook is a powerful tool for contract management. You can create, sign, and store all of your documents in one place. You can choose from one of our free templates, ask your lawyer for one, or create your own custom templates right on the platform. Sign your contracts digitally using the platform instead of printing them. Either use our legally binding 2-factor authentication or National IDs like the Danish NemID. Upload any old documents to the cloud and keep them together with the new. Your legal documents can be accessed at any time. You can also archive them in a GDPR-friendly, easy-to-manage dataflow. Our API-integrations are scalable and can be used to automate your workflow. You can also connect Contractbook with over 3000 other apps via Zapier. -
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Contra is all you need to automate legal documents and manage them in one place. You can either create contracts from scratch or use configurable templates to automatically populate your contract. Negotiate and collaborate on legal documents in real time. Assign permission-based access to collaborators according to entity, department, and role. You can create an approved center or authority matrix that will allow you to allocate who can approve contracts and view documents in any format. Integrate with DocuSign tools to create authentic Electronic Signatures. This will save you a lot of time and effort. Keep track of important responsibilities like renewals, notice periods, and automatic increases. Also, ensure that the right people get notified at the right moment. All documents and contracts should be stored in a central repository that can be searched. You can access them securely from anywhere.
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Vertically-integrated systems providing comprehensive track-and-trace from seed to sale, including CRM (Customer Relationship Management), POS (Point Of Sale), Analytics, and Inventory Management software for cultivators, manufacturers, distributors, and retailers. Automated workflows and fulfillment Robust analytics and reports One-click compliance labels Control and manage inventory Easily track your grow from anywhere Includes Cultivera Market, a B2B order portal built to increase revenue by connecting buyers to top brands’ live menus, featuring real-time product availability, automated fulfillment, and simplified sales and inventory management. Now offering Cultivera POS: An all-in-one point of sale that includes personalized inventory, purchasing, and customer management solutions for cannabis retailers and medical dispensaries. Take control of your supply chain and make more informed decisions.
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Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.
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Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.
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Ultra Documents
Proden Technologies
1 RatingNo matter the size of your business—whether small, medium, or large—Ultra Documents has the capability to adapt to your specific requirements! This all-encompassing solution streamlines the preparation and publication of essential business documents, including Comprehensive Proposals, Business Plans, and Presentations, from inception to completion. With an innovative approach, Ultra Documents offers templates designed to help you gather and organize necessary documentation, while custom forms ensure that you receive consistent and accurate data from any source, no matter the location. The integrated workflow capabilities allow for the creation of workflows that range from simple to complex, enabling the efficient distribution of finalized documents to both internal teams and external stakeholders such as vendors and customers. Additionally, you can easily request approvals, collect electronic signatures, and establish deadlines, reminders, and automated alerts for escalations. By utilizing Ultra Documents for document and workflow automation, you can significantly reduce the time required for these processes by more than fifty percent, enhancing overall productivity and efficiency. This innovative solution not only simplifies document management but also fosters collaboration across various levels of your organization. -
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XaitPorter
Xait
1 RatingXaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering. -
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Revver
Revver
$9.95/month/ user Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets. -
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Zendoc
Zendoc
$49/month Zendoc is a new-generation document automation system that allows business teams to improve their workflow with actionable insights. Zendoc was founded by Laurent Lathieyre (a serial tech entrepreneur) and Olivier Colle (a senior software engineer, entrepreneur). Zendoc was founded by a group of tech veterans. It was accelerated by Techstars Seattle which is the world's leading platform for innovation and investment. Our mission is to make it easier for teams to find their documents, find the information they need quickly, and keep them on top of their obligations. Our friendly UX design, no code technology and popular integrations will empower your team to transform every document into actionable information. This will give you back control and visibility at all critical moments. Zendoc allows you to: Automatically retrieve and locate documents. Collaborate with your team members to manage, organize and view contracts. Connect to popular integrations -
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HoudiniESQ
LOGICBit
$0HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks. -
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Case.one
Case.one
$0.99/month Case.one serves as a comprehensive cloud-based case management platform tailored for the legal sector. Whether for solo lawyers, small legal firms, or large corporate legal departments, Case.one simplifies the management of various workflows and operations. The platform boasts a wide array of features, including client management, file organization, billing solutions, document automation, case templates, and additional tools to enhance efficiency. With its user-friendly interface and powerful functionalities, legal professionals can streamline their practices and focus more on their clients. -
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Blitzdocs
Blitzsoft
$55.00/one-time/ user Blitzdocs is an efficient and robust software solution for document automation and assembly. It enables users to swiftly create and produce both standard and specialized documents and forms for various needs, such as contracts, receipts, and correspondence. At its core, document assembly involves generating new, complete documents by merging 1) new data with 2) pre-existing information. Utilizing existing data is significantly more efficient than manually re-entering it, saving time and reducing errors. While document assembly can manifest in numerous ways, this fundamental principle is particularly attractive to legal practices. The time and effort saved by reusing information rather than retyping can lead to substantial cost reductions for many firms. Blitzdocs is specifically designed to facilitate this process with speed and efficiency. To determine if your firm could benefit from Blitzdocs, assess the volume of repetitive documents it produces; if it generates a considerable amount of such paperwork, the incorporation of Blitzdocs could be highly advantageous and streamline your operations. Moreover, by adopting this technology, your firm may enhance its overall productivity and client service capabilities. -
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Pathagoras Document Automation
Pathagoras
$379.00/one-time/ user Automation system and document assembly using 'Plain Text'. Each one is easy to set up. It is easy to teach. Optional text capability and robust options. -
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dox42
dox42
dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software. -
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Legito
Legito
$55 per user per monthDocument Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto. -
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GroupDocs
groupdocs.app
FreeFree Document Manipulation Apps Suites for Windows Easy document conversion, parsing, and merging, comparing, and signing. Support for more than fifty file formats. Automate document creation offline from your own computer. It supports Microsoft Office, OpenOffice, and PDF document merging. It allows users to compare multiple documents for style and content changes. It supports all file formats and allows you to view, add, update, and clean metadata. You can hide sensitive information (text and metadata) easily from Word, Excel PowerPoint, PDF, and other document types. Advanced searching features allow you to perform index-based text searches in your documents. You can use page zooming, page layout settings, and page rotation, among other features. -
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ChimpKey
ChimpKey
$185/month An automated engine for business that converts PDFs to XML or EDI format. Your system will need to be able to produce XML/EDI quickly and without errors. We process thousands upon thousands of files every day. Our Data conversion and automation service saves organizations around world hours of repetitive, manual data entry so they can spend more time on their bottom line. We can process unlimited amounts of documents with zero errors. Your data entry will not only be flawless, but it will also be safe and secure. Companies all over the globe rely on us to deliver documents in a timely manner and with 100% accuracy. ChimpKey's expertise and knowledge in data conversion has made it a household name since 2008. ChimpKey was designed from the ground up to be custom-made for each company that uses it. This allows for a seamless, intuitive user-friendly experience. ChimpKey has an intuitive interface and is easy to use. -
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LeadSimple
LeadSimple
$65 per monthStreamline your operations and drive growth with LeadSimple, the CRM designed specifically for professional property managers. With LeadSimple, you can effectively document, automate, and adhere to a structured sales process, ensuring that every lead receives timely follow-up. If you're in need of a sales framework and templates, take advantage of LeadSimple's expertly crafted PM Owner sales workflows. The platform keeps a comprehensive record of all communications—whether calls, emails, or text messages—equipping you and your team with the essential context whenever it is needed. Consolidate all your leads into a single system, fostering teamwork and ensuring that no opportunity slips through the cracks. By utilizing immediate call and SMS notifications, you can significantly enhance your chances of closing deals by promptly engaging with new leads. Additionally, the platform offers an extensive suite of reporting tools focused on agents, marketing performance, growth metrics, and more, empowering you to make informed, data-driven choices. Collaborate with experienced consultants to develop your customized sales playbook, recruit and onboard your next Business Development Manager, and gain entry to ScaleClub, the ultimate sales mastermind community designed for continued growth and success in your field. With LeadSimple, you're not just managing properties; you're creating a thriving business ecosystem. -
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ExactDocs
Solentive Systems
$9.95 per user per monthExactDocs 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. -
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Conexiom
Conexiom
$1 per yearConexiom delivers purpose-built AI-powered automation for Quote-to-Cash documents for manufacturers and distributors that need to turn emails from customers and suppliers into fast and accurate digital transactions. Conexiom Sales Order Automation enables manufacturers and distributors to deliver more perfect orders to grow, retain, and win more customers and beat the clock for on-time shipments. Order acknowledgement automation lets clients satisfy suppliers to delight customers and gain visibility with suppliers to provide the transparency demanded by their customers. Invoice automation increases reliability with suppliers so our client’s customers can rely on them while avoiding late fees and collecting discounts. All solutions stamp out errors to increase margins and reduce customer churn and cut processing costs to further improve margins. -
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Plumsail Documents
Plumsail
$29 per monthPlumsail Documents will save you from wasting your time copying and pasting data into documents. The product provides a tool to create automatically the documents you need with data from systems you use every day. Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier. These are the challenges Plumsail Documents is able to solve: - data collection - document creation - the e-signature collection - automated document delivery - integration and sync with CRM, ERP, and databases All of it! -
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Anvil
Anvil
$0 per monthAnvil offers businesses that need to handle a large number of PDFs—whether for filling, generating, maintaining, or signing—a flexible and customizable workflow platform that is embedded and driven by logic. This solution allows organizations to efficiently manage their document processes while ensuring a streamlined user experience. -
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Vectorworks Vision
Vectorworks
$1,600 one-time paymentThe integration of Vectorworks Spotlight with Vision provides a powerful platform for creating design documents, streamlining paperwork, and visualizing your concepts in detailed 3D renderings. Once your design is complete, you can effortlessly transfer fixture and model details to Vision for previsualization, programming, and cueing of your performance. With Vision, you have the capability to previsualize and cue your show right at your fingertips. This user-friendly software is compatible with both Mac and PC, enabling you to work seamlessly with your console while fostering creativity and efficiency in your design process. By previsualizing your rig's capabilities, you can save both time and resources, eliminating the need for on-site visits or waiting for crew members to be available. Enhance your design experience with Vision's versatile tools that enable customization of colors, gobos, lenses, shutters, and other fixture parameters. You can also access extensive fixture libraries, which empower you to achieve greater effectiveness in your projects. Moreover, this combination of tools and libraries ensures that your design experience is not only efficient but also highly adaptable to meet the unique demands of any production. -
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Lawyaw
Lawyaw
$70 per monthDiscover budget-friendly legal document automation software designed to reclaim precious time in your busy schedule. With the ability to reduce your legal drafting workload by 80%, you can effortlessly auto-fill court forms and transform your traditional Microsoft Word documents into user-friendly online templates. Research indicates that law firms allocate around 20% of their working hours to repetitive drafting tasks. By utilizing Lawyaw, you can generate multiple document sets at once, saving valuable time and minimizing the risk of errors. Our cloud-based platform allows you to efficiently search, select, and populate thousands of official state court and immigration forms without the need for software installation. Enhance your filing speed with our integrated federally compliant eSign tool, allowing you to complete your tasks even faster. Our objective is to enhance access to legal services through innovative technology solutions. At Lawyaw, our team is dedicated to creating affordable, no-code document automation tools that cater to solo practitioners, small firms, and mid-sized legal practices, facilitating improved information gathering and document assembly processes. By simplifying these tasks, we empower legal professionals to focus more on their clients and less on paperwork. -
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ClaimMaster
ClaimMaster
$30 per user per monthHigh-quality patent applications should be prepared that can withstand enforcement challenges. Avoid paying overhead fees during prosecution. ClaimMaster can be used to proofread documents for missing antecedent bases, lack of specification support and inconsistent claims and part numbers. It also helps with dozens of other issues large and small. Automating many steps of patent application drafting allows you to focus on strategic work that creates value. Natural language processing and customizable templates allow you to create sections, figures and flowcharts. ClaimMaster also includes other helpful patent drafting tools for renumbering figures and parts, auto-complete/suggest for parts, and inserting boilerplate. You can speed up the drafting of Office Actions and USPTO forms. ClaimMaster's powerful tools can help you analyze Office Actions faster and draft responses quicker. -
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Rally
Rally Legal
$29 per monthRally is an innovative legal solution designed for businesses and their legal representatives, bringing joy to the legal process. It allows you to automate tasks, collaborate effortlessly, sign documents, and stay organized, all while leveraging advanced document automation and CRM integrations to generate sales agreements and other legal paperwork with remarkable ease. You can effortlessly send documents for eSignatures, ensuring a seamless workflow. The platform features an automatically updated data room that helps maintain organization and eliminates the chaos that often accompanies due diligence processes with potential investors or buyers. With its powerful global search functionality, you can locate any document or information in just a matter of keystrokes, significantly reducing the time spent on emails and improving document version tracking. This secure, shared source of truth enables effective information sharing among team members. Additionally, our dedicated Customer Success team, extensive network of law firms, and active Slack community provide the support you need, making your experience even better. The user-friendly interface and convenient shortcuts transform legal work into a more enjoyable endeavor. Overall, Rally redefines the way businesses approach legal tasks, making them more efficient and less stressful. -
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Portant
Portant
$42 per monthPortant combines the functionalities of Docusign and Zapier, streamlining the creation of robust document workflows using your preferred tools. It offers an effortless way to automate essential business documents, making contract eSigning a breeze. Simply choose a Google Doc agreement template, insert an eSignature placeholder, and let your contract signing process run on autopilot. Additionally, it allows for the generation of bulk invoices; just select a Google Sheet with your invoice data, pick a Google Docs invoice template, and produce 10, 100, or even thousands of invoices in one go. With every submission of a Google Form, an incident report PDF is instantly created and sent out via email. Transform Google Forms into PDFs by selecting a form, tagging a Google Doc or Slides template, and generating PDFs from the submitted responses. Portant can dynamically create documents whenever a form is filled out or a spreadsheet is modified, ensuring efficiency in your workflow. As a comprehensive document automation tool that seamlessly integrates with your existing applications, Portant allows you to focus on what truly matters in your business operations. -
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PandaETL
PandaETL
FreeEasily upload PDFs, spreadsheets, and various documents without any complicated configurations; simply drag and drop to begin your work. Select your desired tasks, and allow the platform to extract the exact data you require. Organize and review actionable data in a familiar format that you can trust. The platform is equipped to handle contracts, invoices, images, websites, and reports, enabling you to efficiently extract and organize important information. Navigate your files using an intuitive chat interface and engage in conversations with your data to reveal insights from PDFs, spreadsheets, and beyond. Generate comprehensive reports swiftly, and create overviews and summaries complete with references in just a few minutes. You can open the extraction tables, click on individual cells, and instantly view the source material in context. Batch download files that have been highlighted for your convenience. This solution is perfect for companies aiming to improve efficiency and cut costs in document-heavy operations. Furthermore, ensure that automation is tailored to specific sectors through our plug-and-play modules, or feel free to request a custom solution to meet your unique needs. By leveraging these features, you can transform the way your organization handles documentation and data management. -
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DoxFlowy
DoxFlowy
$499 per monthDoxFlowy is an innovative, no-code document automation platform powered by AI, crafted to enhance the efficiency of generating professional and compliant documents across various sectors like HR, legal, operations, and finance. This platform empowers users to automate their document workflows via dynamic templates, user-friendly data collection forms, and extensive integrations with existing software solutions. Users can either upload pre-existing documents, start new ones from scratch, or take advantage of a collection of templates approved by legal experts. Additionally, DoxFlowy automatically crafts customizable questionnaires linked to these templates, ensuring that users can create documents without errors based on their provided information. The platform also features electronic signature capabilities, offering a straightforward and intuitive signing experience that is both legally binding and compliant, all while maintaining a built-in, tamper-proof audit trail. Furthermore, DoxFlowy seamlessly integrates with leading CRMs, marketing tools, HR applications, and more, enabling the automation of the entire document lifecycle and enhancing productivity across various functions. As a result, businesses can significantly reduce the time and resources spent on document management while ensuring compliance and accuracy. -
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Denovo
Denovo
Denovo serves as a comprehensive management platform for legal professionals, including attorneys and law firms, streamlining their operations, enhancing time tracking, and boosting overall efficiency. The People Management feature of Denovo helps users efficiently organize and monitor all their contacts. Additionally, its Document Automation capability significantly elevates productivity by facilitating the creation of flawless documents. With Denovo, users can effortlessly log time entries across various categories like Contact Records, Your Time, or Matters, ensuring a seamless workflow. This powerful tool not only aids in managing legal practices but also fosters an environment where professionals can focus more on their core responsibilities. -
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MerusCase
Merus
$39.00/month/ user A strong sidekick is essential for any successful lawyer! MerusCase is a top-rated legal practice management software. It offers a complete and integrated solution for lawyers and legal professionals. MerusCase offers a unique, guided experience for each law type. It is the fastest cloud-based solution currently available. This all-in-one solution intuitively adapts to your practice and offers top-of-the line features such as document automation, time tracking, billing, email, case management, and email. -
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DirectLaw
DirectLaw
$49 per monthDirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape. -
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Lawcus
Lawcus
$34 per user per monthEquip your team with top-notch case management software that encompasses a variety of features such as contact management, comprehensive reporting, document handling, customer relationship management, client onboarding, billing, and trust accounting. Lawcus streamlines your workflow by simplifying case management alongside robust billing and trust account functionalities. Enhance your client conversion rates with our user-friendly intake forms, e-signatures, text messaging capabilities, and automated document processing. Eliminate the chaos of daily tasks by utilizing our automated workflows for consistent and repeatable operations. With Lawcus, you can easily visualize all your matters through a kanban-style interface, allowing you to quickly identify what requires your immediate focus. Foster teamwork through matter-specific discussions and keep all communications with your clients and team centralized. Efficiently organize and assign tasks, set deadlines, create sub-tasks, monitor ongoing work, and accelerate your productivity to achieve faster results, ensuring that nothing falls through the cracks. This comprehensive solution not only enhances efficiency but also promotes collaboration and accountability within your team. -
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Qualtrax
Qualtrax
Qualtrax is a quality and compliance software program that can manage and control documentation, automate key business processes, streamline training management, manage external and internal audits, and ensure that critical industry regulations are met in real time. Qualtrax is a valuable resource in highly-regulated industries where compliance with standards such as ISO 17025 and 17020, 13485 and 9001, TNI and GFSI, FDA and FQS are required. -
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HotDocs
Mitratech
The process of document generation and assembly significantly reduces the time required to create and distribute new documents, allowing you to concentrate more effectively on your core business activities. Additionally, it safeguards against potential legal complications that may arise from erroneous content or overlooked keying mistakes. With document template software, you can design templates that comply with your company's internal policies, ensuring centralized control over all versions. This technology enables the creation of impeccably formatted documents through the application of predefined rules, version management, and adherence to brand standards across all templates. By eliminating hours spent on tedious tasks such as manual copy-pasting, search-and-replace, and other repetitive document management activities, you can streamline your workflow. In just minutes, your team can be equipped with a comprehensive document automation solution tailored to support the success of small and medium-sized businesses. With HotDocs, you gain access to a powerful array of features designed specifically for efficiency and accuracy. -
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Bigtincan
Bigtincan
$39.50 per user per monthBigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections. -
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Excel-to-Word Document Automation
AnalysisPlace
The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates. -
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SmartDocuments
SmartDocuments
SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly. Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents. Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template. We value simplicity above all else, no matter how many features we add. -
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Celant Document Automation Engine
Celant Innovations
$50 per monthInvest your time in activities that yield high value rather than tedious tasks. Enjoy the freedom to produce exactly what you desire, delivered exactly when you need it. Achieve 100% accuracy, consistency, and compliance regardless of who is responsible for drafting. Focus on your areas of expertise instead of getting overwhelmed by document preparation. Optimize your resource allocation by empowering non-lawyers to create documents. Enhance review procedures and guarantee adherence to regulations through automation. Boost your efficiency, effectiveness, and customer satisfaction, leading to better reviews. We are here to support you with our intelligent automation that performs the necessary checks on your behalf. Amplify your revenue and accomplish significantly more with your current workforce. Our team will transform your forms into expertly crafted templates. Create professional designs effortlessly using our user-friendly markup syntax, which requires no coding skills! With numerous document automation solutions available, it's important to consider specific criteria during your assessment. Think carefully about the features that will best serve your unique needs and streamline your operations effectively. -
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Nintex DocGen
Nintex
Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation. -
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LollyLaw
LollyLaw
Lolly Law is an award winning practice management solution for law firms that specialize in immigration or related areas. Lolly Law's ease-of-use and powerful tools for creating, managing, and tracking cases has been unmatched since 2014. Lolly Law's case management software also includes fully customizable immigration workflows, form sets from USCIS and DOJ, DOS and the FBI. ReForm makes it easy to fill out forms quicker and more efficiently. Finally, a way to fill out pdf forms online. Online immigration forms can be filled out, assigned to clients, and data sync throughout the process. The integrated online portal allows you to collect information and files from clients. Clients can now access the integrated online portal to quickly share information and make payments online. Online collaboration and coordination with your team is possible using one software. Instantly communicate with your team, track and delegate tasks, and get notified about important changes. -
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Formsio
Formsio
$250 per monthFormsio is a cutting-edge document automation tool designed to aid industries that rely heavily on paper by optimizing their processes, drastically cutting down the time needed for paperwork, and enhancing the overall experience for customers. By innovating the way documents are handled, Formsio generates HTML documents in real time, which sets it apart from its competitors who typically rely on traditional PDF or DOC formats. This unique approach benefits sectors that depend on template-driven documents requiring signatures, large datasets, complex calculations, and mass distribution to clients, contractors, and staff. The strongest demand for our services can be found in fields such as law, finance, compliance, human resources, real estate, and insurance. With our intuitive graphical designer, users can effortlessly create dynamic HTML forms and documents, replacing the old, cumbersome PDF files that often slow down signature processes and create workflow challenges. Additionally, this innovative capability allows businesses to be more agile and responsive to their clients' needs, ultimately leading to improved operational efficiency and satisfaction. -
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Upload your documents and efficiently extract the necessary information, including handwriting, low-resolution scans, and faxes. This technology surpasses humans, OCR, and other methods in retrieving data from handwritten notes and low-quality prints. Are you ready to begin? You can create a free account for 30 days. SS&C Chorus Document Automation is your trusted solution for reading, enhancing, and delivering data from physical forms. Take advantage of a complimentary service for COVID-19 form processing or SBA PPP applications, or opt for a risk-free 30-day trial for any other forms. The system processes an impressive 10,000 pages each hour, consistently achieving a sorting accuracy of 98% and a digitization accuracy of 96%. With this technology, you can manage and digitize 5,000 pages per hour with greater precision than your current data entry team. Utilizing machine learning that has been trained on more than 1 billion verified data points ensures remarkable accuracy. This system can boost straight-through processing by as much as 40%, all without the need for human involvement. Experience the future of document automation today and see how it can transform your workflow.
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LEADTOOLS Recognition SDK
LEADTOOLS
$3,995 one-time paymentThe LEADTOOLS Recognition SDK is a carefully curated set of features that enables the development of comprehensive OCR applications tailored for enterprise-level document automation solutions, encompassing functionalities such as OCR, MICR, OMR, barcode recognition, forms processing, PDF handling, print capture, archival, annotation, and image viewing. This robust toolkit leverages LEAD's acclaimed image processing technology to effectively discern document characteristics, facilitating the recognition and extraction of data from various scanned or faxed form images. Additionally, the LEADTOOLS Recognition suite incorporates the LEADTOOLS OCR Engine, which underpins the text and forms recognition features included in this package. For further information on additional LEADTOOLS toolkits that can assist in your application development journey, be sure to explore the Document Family. Each component within the SDK is designed to work seamlessly together, ensuring a streamlined development process for users. -
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QuickDocs
AXDRAFT
$300 per monthQuickDocs enables the establishment of completely self-service document automation workflows that are fully compliant and require no involvement from your legal team. By reducing legal costs and freeing up time, organizations can shift their focus to more meaningful tasks. This empowers teams to engage in the roles they were hired for, positioning them as key strategic partners within the company to foster growth and enhance the legal department's reputation. Clients can take charge of their own onboarding processes, allowing them to proceed according to their own timelines and needs. QuickDocs alleviates human bottlenecks and optimizes contract workflows, resulting in a more seamless and memorable experience for customers. By eliminating basic document drafting from the workflow, teams can utilize the extra time to reassess their workload, tackle less urgent tasks, and focus on high-value initiatives without the stress of ensuring contract compliance. Ultimately, QuickDocs transforms the way teams interact with legal processes, leading to greater efficiency and satisfaction. -
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Behave Pro
Behave Pro
$10 per monthIntegrated with Jira, the entire team can seamlessly collaborate on crafting effective user stories through an intuitive editor that features step completion, scenario detection, and automatic table formatting. Additionally, tools like 'questions' and 'ready' facilitate tracking of scenario modifications, while support for over 25 languages empowers agile teams to enhance their user stories and establish a mutual understanding prior to the commencement of development. Teams are required to keep feature files in Git, and the secure two-way synchronization between Jira and their repository promotes continuous engagement and cooperation among all team members throughout the development process. Each finalized user story is organized by feature as a living document, ensuring that automated test results are completely traceable back to user stories, and an efficient search function enables teams to swiftly find critical information. Furthermore, automated acceptance tests for Cucumber are generated directly from feature files, maintaining comprehensive requirements traceability that aids in project clarity and management. This streamlined approach not only enhances productivity but also fosters a more cohesive team dynamic. -
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Ownr
Ownr
$499 one-time paymentMake sure you have all the necessary legal paperwork to operate your business smoothly. Eliminate the hassle of dealing with incorporation and formation documents—we're here to assist you. Say goodbye to the endless search for paperwork; all your business documents, including formation papers and digital signatures, are safely stored online for your convenience. Registering your business demonstrates your commitment to professionalism. With Ownr, you can complete your registration in just minutes—without the need for confusing legal terms. You have the freedom to choose the business structure that best fits your needs, starting with a sole proprietorship and easily transitioning to incorporation whenever you're ready. Our service goes beyond simple fill-in-the-blank templates; we customize your documents, automate relevant resolutions, gather electronic signatures, and securely store the finalized versions in your account. Plus, our user-friendly platform ensures that managing your business documentation is as straightforward as possible. -
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Programmatic
Programmatic
$446.99 per monthProgrammatic technology converts traditional documents into interactive templates that streamline workflows, facilitate payments, monitor compliance, and produce reports, enhancing the efficiency and intelligence of your operations. By creating adaptive workflows, businesses can improve performance, lower costs, and speed up revenue generation. Close deals 40% faster through optimized document workflows and expedited approval processes. By automating payment schedules, businesses can cut late payments by half, which helps enhance cash flow for future growth. Boost operational effectiveness by minimizing repetitive tasks, potentially saving up to 45% of resources required for daily operations. Transform your documents into responsive templates that integrate coding and natural language to allow for customized automation throughout your organization. Moreover, automating payments, penalties, and schedules mitigates delays, boosts cash flow, and ensures compliance, allowing you to concentrate on driving strategic initiatives for growth. With these advancements, organizations can achieve a significant competitive edge in their respective markets. -
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Templafy
Templafy
Templafy is a mobile and desktop-based software that helps businesses centralize document and asset databases. It also offers templates that unify all business documents. Templafy's platform is compatible with many IT infrastructures. This allows employees to quickly access business document templates, and creates documents that comply with policy. Templafy also offers document automation that streamlines the work based upon certain choices made by employees. -
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OurRecords Compliance Network
OurRecords
OurRecords provides a robust, cloud-based solution for managing credentials and documents, specifically designed for businesses operating in the food, mortgage, and healthcare sectors. This innovative platform allows organizations to efficiently store, organize, and grant access to verified records and credentials from a single location. Key features of OurRecords encompass supplier and vendor management, workforce prerequisite programs, timely alerts and notifications, document distribution, centralized documentation, and automated reporting functions. Businesses can streamline the delivery of essential compliance documents related to their operations and products to customers, auditors, and regulatory authorities. Additionally, it serves as a centralized hub for all critical compliance materials, including Standard Operating Procedures, policies, quality programs, certifications, production specifications, and more. Furthermore, the system's automated alerts keep suppliers, vendors, contractors, and employees informed about existing and impending compliance issues that need to be addressed, thereby enhancing operational efficiency and regulatory adherence. By leveraging OurRecords, organizations can significantly reduce the risk of compliance failures while improving overall workflow management. -
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Carizma First
Axicos
$400 one-time paymentWith Carizma First, you can easily and swiftly generate recurring documents like contracts, rental agreements, quotes, and invoices, regardless of your level of expertise. The platform not only evaluates the risk associated with each document but also triggers necessary workflows for review and approval, thereby ensuring adherence to compliance standards and effective risk management while maintaining both accuracy and efficiency. By utilizing a simple questionnaire, it guarantees the selection of the appropriate template along with the incorporation of all relevant data and parameters. Documents are generated automatically based on the responses in the questionnaire and other data sources, such as SAP. Additionally, users have the option to upload attachments directly through the questionnaire, which can be seamlessly integrated into the final document. This streamlined process enhances productivity, making it easier for organizations to handle their documentation needs effectively. Moreover, Carizma First’s intelligent risk assessment feature provides an extra layer of security by ensuring that potential issues are addressed before finalization. -
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Contract Express
Thomson Reuters
$195 per monthContract Express is an innovative software solution that enables our clients and their customers to quickly create, approve, negotiate, and finalize a wide range of documents using plain language automation. Its user-friendly markup features, along with compliance and relevance tools, streamline the drafting process, allowing users to devote more time to important tasks. The software seamlessly connects with platforms such as Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Setting up and installing Contract Express is straightforward and does not require extensive technical knowledge. Our dedicated document automation experts are available to support you throughout the implementation phase. Additionally, Contract Express offers an easy-to-use self-service questionnaire for business users, guiding them in contract creation with predefined questions and notes established by document owners. Once a document is completed, it is sent to designated legal and/or business approvers via an alert email, ensuring a smooth review process. This comprehensive approach enhances collaboration and efficiency within the organization. -
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MetaJure
MetaJure
MetaJure provides invaluable support to numerous attorneys by enabling them to efficiently manage and swiftly locate essential documents whenever necessary. This is achieved by consolidating all documents within a firm, automating the arduous tasks associated with document management, and offering a user-friendly retrieval system that allows lawyers to focus on their legal practice. The platform automatically gathers and organizes both documents and emails without the need for any manual tagging or profiling. This means no more squandering time searching for files; instead, users can utilize our seamless keyword search to instantly access all documents within the firm. By tapping into the firm’s pre-existing work products, attorneys can gain a significant advantage over competitors who struggle with knowledge accessibility. Established by legal professionals, MetaJure was designed specifically to create technological solutions that enhance the productivity, quality, and efficiency of legal practitioners and their firms. With over two decades of experience in addressing the difficulties of eDiscovery and locating critical information, the founders of MetaJure are pioneers in the realm of legal technology and are committed to transforming the way lawyers work. Ultimately, MetaJure empowers firms to maximize their resources and streamline their operations, ensuring they remain competitive in an ever-evolving legal landscape. -
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Xpertdoc
Xpertdoc Technologies Inc.
Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems. -
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Fleetnetics
DewTouch Innovations
Fleetnetics is a cloud-based ERP system solution, taking car rental, spare parts distributors, and motor garages to the cloud. We created an all-in-one Automotive ERP Solution that makes it easy to create quotations, manage contracts, store documents, automate repetitive invoices, and capture financial accounts. Our advanced technology allows you to unleash the power of your everyday documents, mobile devices, and other digital assets. Your workforce will be able to spend more time finding new revenue, innovating, and maybe even going home earlier because of the time it saves. With the built-in advanced search function, you can keep track of all your customers, search for blacklisted companies and retrieve your history. You can also update your profiles. Fleetnetics monitors several statuses related to rental agreements, including vehicle availability and allocation. -
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KnowledgeLake
KnowledgeLake
CIOs, CFOs, COOs, and CCOs, let's collaborate to significantly reduce your time, effort, and expenses by utilizing the most advanced document automation platform available. Eliminate tedious tasks and witness a remarkable boost in employee satisfaction. This comprehensive cloud solution combines capture, RPA, and ECM into a seamless experience. KnowledgeLake effortlessly integrates with your current systems and applications, allowing you to be operational in just days rather than the typical months or quarters. With straightforward configuration and advanced machine learning technology, minimal training is needed. Enhancing customer experience is impossible without first improving employee experience, so empower your workforce with an efficient way to accomplish their tasks, no matter where they are. Our Robotic Process Automation and Artificial Intelligence features alert you to any unusual or noncompliant activities within your systems, all captured in real-time. Furthermore, you don’t need to abandon your legacy systems to keep pace with the evolving landscape of digital business. Discover how we can enable you to operate securely and cost-effectively in this new era. Let us show you the transformative power of modern technology in streamlining your operations. -
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GhostDraft
GhostDraft
Adapt to the evolving needs of your clients with a sophisticated solution for customer communication and document automation. GhostDraft seamlessly integrates into your operations, enhancing experiences, boosting efficiency, and providing greater flexibility on any platform. Forge genuine connections with your clientele through tailored communications. Our cloud-based, omnichannel customer communication management system simplifies interactions with your customers on their preferred platforms, driving higher engagement levels and fostering stronger relationships. By gaining enhanced control over your communications, you not only ensure compliance but also expedite product launches. Improve compliance and reduce time to market with our innovative, business-driven document creation capabilities. Accelerate your cash flow with clear, concise digital billing statements delivered across various channels. Impress your customers with prompt, interactive, and highly personalized claims correspondence, all while upholding control and compliance throughout the process. This comprehensive approach not only enhances customer satisfaction but also positions your business for sustained growth. -
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Ecrion
Ecrion Software
A contemporary and intelligent approach to enhancing customer experience is essential. Initially, Customer Communication Management might appear straightforward, but as a business begins to analyze the various forms of communication it uses—such as sales proposals, contracts, invoices, account statements, debt collection letters, product launches, promotional offers, appointment notifications, and more—the complexity quickly increases. With a multitude of channels at their disposal, including print, email, interactive online documents, SMS, and push notifications, alongside the diverse languages and preferences regarding formats, channels, and tones (whether casual or formal) of their clientele, achieving effective communication can transform into a significant challenge. Ecrion’s document automation platform simplifies and optimizes the creation and distribution of vital business documents within an adaptable and scalable framework. By implementing workflow rules, it expedites and clarifies intricate processes—whether they are manual, fully automated, or a hybrid of both—to guarantee that communications are consistent, high-quality, and well-regulated. Ultimately, this enhances the overall efficiency of the organization's communication efforts, leading to improved customer satisfaction and loyalty. -
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Aluma
Aluma
Expand the reach and enhance the effectiveness of your solutions and platforms by leveraging cutting-edge document automation methods and robust tools designed to drive business intelligence. Our advanced technology transforms unstructured documents into structured data, thereby boosting the productivity of various systems and workflows. Ready for immediate use, our document automation tools can be seamlessly integrated into your existing solutions, devices, and processes. With years of expertise behind us, you can trust that our technology is not only practical and innovative but also reliable and scalable as your needs evolve. From rapid optical character recognition (OCR) to sophisticated document classification and data extraction, Aluma's features can be utilized individually or in tandem, allowing you to select exactly what you need at any given moment. This unique combination of machine learning and automation techniques enables the capture, classification, and management of information in ways that are not only novel but also more lucrative. By adopting these advanced solutions, businesses can unlock new opportunities for growth and efficiency. -
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ActiveDocs
ActiveDocs
ActiveDocs operates as an international supplier of software dedicated to document automation. Our platform assists substantial enterprises in generating documents and managing related workflows. To support this, we offer our clients acclaimed tools, resources, and training that empower them to create and oversee their own document automation solutions in-house. The design of templates is user-friendly, occurring within Microsoft Word, which eliminates the need for complex coding! This allows business users to handle template creation independently, without requiring the assistance of IT professionals. Ultimately, our approach enables organizations to enhance efficiency and streamline their documentation processes effectively. -
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Tessi
Tessi
In today's world, communication occurs through various channels such as social media, text messages, emails, and phone calls, leading to an increase in customer interaction methods. To enhance the usability of documents for employees and business applications, it is essential to continue digitizing these records. The advantages of this transition are significant, including cost reduction, faster customer response times, and enhanced operational flexibility. Tessi provides a comprehensive solution that integrates all types of incoming digital or physical workflows into a single platform, catering to both mail rooms and industry-specific documents. Explore our diverse offerings that include multi-channel scanning, automatic document recognition and sorting, streamlined email management, and automated extraction and verification of supporting documents. By leveraging advanced OCR/ICR technologies along with automation and semantic analysis, we significantly improve the processes of reading, extracting, indexing, and categorizing your documents, ensuring more efficient management of your information. Embrace the future of document handling with our innovative solutions designed to meet your evolving needs. -
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EnGlobe
Corporatek
EnGlobe stands out as a comprehensive and cohesive global software platform designed for Corporate Entity Management and Corporate Governance. As a fully web-based Rich Internet Application, it systematically categorizes all recognized legal entity types, organizes all known securities in a logical manner, and automatically populates relevant regulatory forms and electronic filings. Moreover, it oversees all management structures, including meetings, minutes, and agendas, while simplifying the management and tracking of intellectual property. This platform also offers extensive document automation and management capabilities, ensuring compliance with rigorous corporate governance and regulatory standards through meticulous security measures, workflow management, audits, and reporting. By integrating a remarkably designed software environment, EnGlobe combines the most thorough corporate entity management tools with an exceptionally powerful contracts and agreements management system, as well as a uniquely comprehensive management system for business assets and intellectual property, making it an indispensable resource for corporations. Additionally, its user-friendly interface and robust functionality enhance operational efficiency for businesses navigating complex governance landscapes. -
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Lawmatics
Lawmatics
Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency. -
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a2ia DocumentReader
Mitek (A2iA)
DocumentReader™ serves as a robust engine for document classification and key-field extraction, facilitating effective workflow automation and the conversion of digital files for prominent businesses around the globe through advanced document automation techniques. This innovative technology from Mitek features a distinctive capability to autonomously determine the type of document, directing each one to the suitable workflow based on its layout and content, while also extracting crucial identifying fields and phrases. For many organizations, handling complex documents can pose significant challenges in achieving streamlined workflow automation, as they often require human intervention to assess, interpret, and categorize the information, leading to decreased productivity and elevated expenses. Increased human involvement often translates to higher labor costs, the emergence of process bottlenecks, and prolonged processing durations. By automating the redundant manual tasks associated with document sorting and the entry of essential fields and phrases, DocumentReader™ effectively alleviates these operational challenges, ultimately enhancing efficiency and reducing costs in the document management process. As a result, companies can redirect their resources toward more value-added activities, further driving their overall success. -
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TracingFlight
IXARYS
Keep all your documents related to fixed-wing aircraft and helicopters securely stored. Our digital vault ensures top-notch security, allowing aircraft owners and their operational partners to easily access and review their documents. With automated optical character recognition (OCR) for your technical files, managing your maintenance operations becomes streamlined. This forecasting tool empowers you to manage, monitor, and enhance your maintenance tasks effectively. Regardless of whether you handle fixed-wing aircraft, helicopters, or workshops, you can optimize your resources and minimize downtime. From drafting maintenance schedules to executing the tasks, TracingNav© simplifies the tracking of your airworthiness management process. By utilizing its array of performance indicators, you will boost the availability of your aircraft fleet. Notably, TracingFlight© has received accolades for outstanding customer experience and service quality, aligning with our broader goal of delivering exceptional digital services that enhance operational efficiency. Additionally, we are committed to continuously improving our products based on customer feedback to ensure we meet and exceed user expectations. -
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DocMastR
ParrotCode
DocMastR is much more than just a straightforward document management solution; it functions as a comprehensive enterprise information and knowledge management system. This platform not only organizes documentation but also facilitates connections among project teams through efficient document handling. It allows for seamless access to documents across the entire organization, encompassing clients, vendors, and suppliers, ensuring that everyone involved has the necessary information at their fingertips. The system effectively manages all client and vendor documentation through transmittal management, and it features an Automated Master Document Register (MDR) for streamlined oversight. Additionally, its Look-Ahead reports play a crucial role in proactively notifying document owners of impending deadlines, aiding in the strategic planning of their workloads. Conversely, late reports prompt a reactive approach, highlighting documents that may either have unrealistic forecast dates requiring adjustment or are overdue due to delays from clients, companies, or vendors in creating or reviewing necessary documents. Furthermore, Greenbook Technology enhances the capabilities of project management with features like automated databook generation and customized reporting options, making it a versatile tool for various project needs. -
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Quote Roller
PandaDoc
Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients. -
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Green Check
Green Check
Easily keep tabs on your cannabis accounts with specialized software that streamlines data management, allowing you to focus more on nurturing strong connections. This solution offers a standardized method for gathering, assessing, and handling account documentation efficiently. Cannabis enterprises utilize Green Check's digital portal for both their initial submissions and ongoing documentation needs. Automated workflows for document renewal ensure that account records remain current. With adaptable controls, you can tailor your requirements and access user-friendly tools for requesting, obtaining, and evaluating business documentation seamlessly. The platform tracks updates, providing transparency on changes made by users and the timing of those modifications. Additionally, notifications and a comprehensive audit trail create a reliable reference point during audits or examinations. It also features direct integration with a business’s point-of-sale and seed-to-sale systems, ensuring verification of all sales and inventory data aligns with relevant laws and regulations, ultimately enhancing operational efficiency. By utilizing such tools, businesses can maintain compliance while fostering growth in a rapidly evolving industry. -
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Knackly
Knackly
$75 per user per monthKnackly is document management software for law organizations of any size and structure. Knackly's platform has the most advanced features in automation, yet new users can get productive immediately thanks to its intuitive interface. Knackly's customers were previously users of other document automation platforms. They were frustrated by the confusing interfaces, steep learning curves and lack of necessary features. Law groups also choose Knackly as their first document solution. Compatible with MAC and PC All legal groups need to eliminate errors in documents. Automating your documents in Knakcly will ensure that every document is correct the first time. Interview Builder makes sure that the right questions get asked to ensure that the person answering the question doesn't miss any important information. -
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Five Sigma
Five Sigma
Five Sigma embarked on a quest to empower claims organizations to embrace innovation. Their collection of claims management tools and distinctive platform equips insurers with what is necessary to adapt their claims operations to an ever-evolving environment. By offering a suite of Claims-First Cloud-Native and User-Centric products, Five Sigma enhances the capabilities of adjusters, enabling them to manage claims more effectively and swiftly. Through the automation of routine administrative tasks, adjusters can concentrate on making informed decisions while the system efficiently manages the rest. Introducing Clive™ by Five Sigma, the first AI-driven claims adjuster in the industry, is revolutionizing the claims processing landscape for insurers, MGAs, and TPAs. By harnessing cutting-edge AI and automation, Clive optimizes the entire claims lifecycle, from the First Notice of Loss (FNOL) to the final settlement. This AI agent not only boosts the efficiency of claims handling but also improves accuracy and reduces costs by automating various tasks, ultimately leading to a more streamlined and effective process for all stakeholders involved. In this way, Five Sigma is setting a new standard for the future of claims management. -
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DocBridge Delta
Compart AG
Evaluate and contrast intricate documents with an automated system that is entirely dependable, regardless of the format or structure of the files being analyzed. Prevent errors in document creation and distribution, as these can lead to significant losses in time, finances, and reputation. DocBridge Delta® provides an additional module designed for analyzing print files in various formats such as AFP, PDF, and PCL, ensuring a seamless production process. In today's landscape, tailored customer communication is paramount. With the capabilities of DocBridge Delta®, managing complexity becomes manageable. Safeguarding your brand identity is crucial for long-term success. The advanced testing techniques employed by DocBridge Delta® help you avert damaging deviations that could harm your brand. Implementing automated quality assurance can lead to rapid returns by reducing costly reprints. A leading global printing company asserts that they never print a page without first processing it through Delta, highlighting the importance of this tool in their production workflow. Ultimately, leveraging such technology not only enhances quality but also reinforces trust in your brand. -
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ArcContract
Archarina
Develop or modify contract templates tailored to your needs using our document automation platform. Personalize and rebrand your agreements by incorporating variables for rapid adjustments, allowing for easy edits to your contracts. Gather input from relevant stakeholders and work together seamlessly on a collaborative, cloud-hosted interface designed for user-friendliness. Provide permission-based access to various users, enabling simultaneous modifications to the documents. Exchange electronically signed contracts through an intuitive and reliable platform, ensuring smooth transactions. When dealing with multiple signers, specify the signing order and monitor the signature workflow for efficiency. Produce standardized, rules-driven content while maintaining close oversight of contract negotiations through established approval processes. Protect your agreements with top-tier security measures and implement role-specific access controls to enhance confidentiality and integrity. In doing so, you ensure that all aspects of the contract lifecycle are managed effectively and securely. -
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BlueMatrix
BlueMatrix
Solutions that can function autonomously or as an integrated, comprehensive answer for managing the entire information lifecycle are available. Our cloud-based publishing platform enhances productivity and reduces risks, facilitating the efficient release of content from conception to completion. Each content block and multimedia element is meticulously tracked and labeled to ensure a consistent single source of truth. The componentized content framework allows for multiple authors to work on the same document simultaneously, promoting collaboration. To maintain compliance, features such as automated workflow checkpoints, alerts, user controls, audit trails, and disclaimer generation are included. This software-as-a-service platform, along with its mobile authoring application, empowers you to work effectively while on the go. Additionally, it provides real-time, detailed readership metrics categorized by channel, document, author, region, and more, thereby closing the feedback loop and enhancing decision-making. With these tools, organizations can not only streamline their content creation but also adapt swiftly to changing demands. -
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V7 Go
V7
V7 Go is an innovative platform designed for work automation that utilizes foundational models to identify and streamline repetitive tasks efficiently and at scale. This platform empowers businesses to automate various workflows across a wide range of data formats, including documents, images, text, and videos, by seamlessly integrating data with generative AI models. It is capable of handling sophisticated tasks like extracting essential financial metrics, analyzing unstructured data, and producing actionable insights within minutes. V7 Go provides an immediate setup process that eliminates the need for API keys, allowing users to link multiple generative AI models for tasks such as data extraction, summary generation, or carrying out complex reasoning visually. Additionally, it enhances reliability through workflows that incorporate human oversight, enabling users to make corrections that improve AI accuracy progressively. The platform also prioritizes transparency with AI citations, showcasing excerpts from documents that serve as sources of information, which adds an extra layer of trustworthiness to the responses provided. Overall, V7 Go represents a significant advancement in automating workflows, making it a vital tool for organizations seeking efficiency and precision in their operations. -
81
CheckIssuing
CheckIssuing
Experience seamless online payables and document automation tailored specifically to your business's requirements. Leveraging years of industry expertise, we offer an extensive array of features designed to streamline business process automation effectively. Our comprehensive digital solutions, including Digital Checks and ACH Direct Deposit, position Checkissuing as more than a mere check printing service. Fully scalable and automated, Checkissuing revolutionizes financial operations by delivering online check printing, mailing services, digital checks, ACH Direct Deposit payments, and automated statement and notice solutions. A multitude of businesses rely on us to ensure timely delivery of documents and payments to their recipients. While we provide much more than check printing, Checkissuing simplifies vendor and contractor payments for your organization. Businesses aiming to enhance their finance operations and reduce manual tasks have found that partnering with Checkissuing can lead to a reduction in workload by 85% or even more, reinforcing our commitment to efficiency and innovation in financial solutions. -
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TextPlan
TextPlan
$16 per user per monthRegardless of whether you refer to it as document generation, automation, assembly, or creation, we excel in providing these services! With TextPlan, you can utilize your essential document templates directly on your website. This online functionality allows clients or prospects to enter their own data into the templates. TextPlan is perfect for producing any type of document quickly and without errors. It is frequently employed for generating legal documents and managing intricate document assemblies. To facilitate the creation of user-friendly forms that minimize mistakes, TextPlan includes a robust form configurator, allowing you to enhance the automation and validation processes of data entry. Moreover, TextPlan presents various integration options, ensuring a seamless connection to your operational workflows and business strategies. You maintain full control over how and when your clients can access your templates and the documents they generate. This flexibility empowers you to tailor the document creation experience to meet the specific needs of your business and clientele. -
83
Documaker
Oracle
Consumers today have heightened expectations for engagement and interaction. To enhance the customer experience, organizations must equip themselves with the capability to reach out to clients through their preferred devices at any time, utilizing an electronic document management system. Oracle Documaker stands out as a leading Customer Communications Management (CCM) solution and is recognized as the most prevalent Enterprise Document Automation (EDA) tool available. This innovative platform efficiently creates, oversees, and distributes business communications to customers and stakeholders in the format they desire, whether it's printed materials, emails, text messages, social media updates, or any other medium. Functioning as a rule-based document management system, Oracle Documaker streamlines document automation, thereby enhancing communication and customer service while driving greater efficiency and lowering operational costs. As a result, organizations can not only meet but exceed customer expectations, fostering loyalty and satisfaction. -
84
Document Manager
Document Logistix
Document Logistix stands out as a specialist in managing logistics documentation. Their Document Manager software offers a unified platform for overseeing intricate, widespread operations. This software adeptly handles various types of documentation, both physical and digital, across multiple devices. Document Logistix delivers a comprehensive enterprise EDMS solution that oversees documents related to PoDs, CMRs, GRNs, Fleet Management, Invoicing, HR, and more. The Document Manager software effectively connects the documentation produced and captured within logistics organizations, enabling the automation of workflow processes and leading to tangible advantages, such as enhanced cash flow and safeguarding of margins. Compliance with GDPR is essential for all businesses; thus, it's important to explore how document management software can facilitate this compliance. If you're in search of a trustworthy document management partner, consider adding Document Logistix to your Request for Proposal, as their services can significantly streamline your operations and ensure regulatory adherence. Their expertise in logistics documentation makes them a valuable asset for any organization aiming for efficiency and compliance. -
85
Rapidocs
Epoq
$99.00/month For over ten years, Epoq has led the way in the field of legal document technology. We provide a variety of solutions that utilize a comprehensive set of components to enable the complete online delivery of legal document services to users. The process of document automation, also referred to as document assembly, accelerates the creation of documents by employing versatile and adaptable templates. These templates encompass all necessary clauses and text to generate a specific document, and they are activated during the drafting phase according to the established rules and logic within the template. Our Rapidocs® platform offers context-sensitive assistance and guidance, helping users navigate the more intricate aspects of a document effectively, while also providing detailed notes for reference when needed. This innovative approach significantly decreases the time involved in document creation, while simultaneously enhancing the accuracy and consistency of the final drafts. Ultimately, Epoq’s solutions empower legal professionals to work more efficiently and with greater confidence in their document processes. -
86
Digital File Manager
Enlighten.Net
Companies that are resourceful constantly seek ways to lower operational costs. Businesses are wasting time, money, resources and effort by storing and moving paperwork. Paper documents can be difficult to share, expensive to file, take up lots of storage space, and are difficult for people to retrieve. ENet Docs is a web-based service that improves efficiency and profits margins. It also allows remote access to your most important documents. ENet Docs allows you to quickly locate the documents you need, no matter where they are located. ENet Docs makes it easier to automate workflows, control business documents, and improve efficiency. No matter how many documents are received, all are automatically indexed and converted to a searchable PDF. Then, they are routed to the correct destination. ENet Docs eliminates the need to name, move or link any type of document. -
87
Klarity
Klarity
Manual review of customer contracts to determine revenue accounting impact can be time-consuming and painful. Each contract requires that accountants spend hours creating and populating new contract review lists with metadata, dates, fees, and non-standard terms. This is time that could be used to innovate processes. Klarity automates all aspects of this process. Klarity pre-populates a checklist to automatically review all contracts. The application includes all the necessary tools to review contracts and provide notifications, accounting impact, notes, as well as an automated workflow. Klarity allows organizations to focus on strategic value by focusing on analysis and audit documentation, rather than the tedious manual work. For a smoother contract review process and a quicker month-end close, create customized workflows for the first- and second-level reviewers. -
88
iDocuments
Synantix
There are essential tasks you must complete and those you desire to pursue. While your goal is to concentrate on initiatives that promote growth, you often find yourself burdened by tedious, time-consuming manual processes that hinder your progress. iDocuments streamlines critical daily operations in areas such as sales, purchasing, and expenses through automation. By eliminating the need for human resources to handle repetitive transactions, your team can shift their attention towards projects that yield incremental value and foster business expansion. Moreover, iDocuments solutions easily integrate with various core business systems and leverage AI and machine learning to achieve remarkable returns on investment, enhanced efficiency, and improved compliance. With iDocuments Expenses, you gain access to a user-friendly web-based and mobile expense management tool that allows for the creation, submission, storage, review, approval, and auditing of expense claims online, simplifying what used to be a cumbersome process. This not only saves time but also enhances accuracy and oversight in expense management. -
89
Talent Hunter
PeopleCapital
Talent Hunter, our adaptable and powerful Applicant Tracking System, is tailored to fit seamlessly into your workflow. The Candidate Experience feature facilitates effortless communication with your pool of talent. Talent Input efficiently transforms resumes into streamlined talent profiles. Our comprehensive ATS allows you to effortlessly compile lists of both active and passive candidates, tracking them to your job openings with just a few clicks. Utilize our exceptional Email Transaction Technology to engage your entire team effectively. We can modernize your careers site and manage all essential interactions with potential candidates. Leverage Email Transactions to collect all necessary details for completing each talent profile. If you specifically need assistance with resume processing, Talent Input is the perfect solution. By integrating this custom tool into your network, you can efficiently manage incoming resumes and other documents. With automated data extraction and additional features, our team can also analyze your recruiting processes to provide you with robust solutions tailored to your needs. Ultimately, we aim to enhance your overall recruiting experience and streamline your hiring efforts. -
90
LAWLIFT
LAWLIFT
Streamline your document creation effortlessly. Are you still crafting each document by hand? Instead, opt for your personalized document automation templates. There's no need for coding expertise. Produce documents at lightning speed; once you witness the benefits of document automation, you may find yourself never wanting to revert to manual methods. Eliminate the hours spent on drafts and generate even intricate documents in mere minutes. It’s as straightforward as filling out a questionnaire and seeing your document come to life instantly. Maintain complete control over the process. Make your content accessible to anyone you choose by utilizing our publications feature, which allows clients, team members, or entire departments to access automated document templates on their own. Capitalize on predefined scopes of action to minimize delays and reduce the likelihood of human mistakes. Create intelligent templates without needing to write any code; the focus is on user-friendliness. Our intuitive no-code editor empowers everyone to design complex document template logic right off the bat. You can also create bilingual templates, expanding your reach and accessibility even further. This innovative approach to document automation not only saves time but also enhances collaboration and productivity across your organization. -
91
Xtracta
Xtracta
Introducing Xtracta, an advanced data extraction software that leverages cutting-edge OCR technology. This next-generation automated data entry solution is designed to enhance document automation for your organization. With AI-driven capabilities, Xtracta seamlessly extracts and captures information from various documents, including scanned, photographed, or digital formats. Its user-friendly API allows for effortless integration into nearly any software application. Ideal for processing documents such as invoices, receipts, and contracts, Xtracta simplifies data extraction without the hassle of manual template setup. Utilizing machine learning and Big Data, the software can adapt to an endless array of document designs, making it incredibly versatile. By streamlining the data assembly process, Xtracta significantly reduces the amount of time spent on data entry, enabling organizations to focus on more critical tasks. Experience the future of document automation with Xtracta, where efficiency meets innovation. -
92
Windward Hub
Windward Studios, Inc.
Hub is our latest product. It consists of two components: Designer, and Hub Platform. Hub allows you create stunning templates and to output data-rich documents. To enjoy document automation, you only need to sign up once. You can use our template management solution, schedule future reports, and create documents on-demand. Windward Hub is a comprehensive, hosted solution that allows you to create, manage, and share all your documents and reports from one place. Windward allows for the creation of contracts, proposals and sales collateral with a simplified process. Our dynamic document generation solution ensures that you get accurate and error-free documents every single time. Windward Hub centralizes the creation of templates. No more emailing files back-and-forth or trying to find the right version. You can view the most current versions of your document template in the Windward Hub portal: One location for managing all templates throughout the document automation process results in more time savings.
Document Automation Software Overview
Document automation software, also known as document generation software, is a type of technology that allows businesses to create and manage documents easily. It automates the process of generating documents from templates, enabling users to quickly and accurately create documents in a fraction of the time it would take manually.
The main use cases for document automation software are document creation, document management, and workflow optimization. In document creation, users can produce documents quickly and efficiently with predefined templates that are populated with custom data or variables. This helps reduce errors in formatting and consistency while giving users more control over the look and feel of their documents.
For document management, automated systems can help organize large volumes of text-based information such as contracts or forms into a secure repository that can be accessed by multiple users across an organization. This makes it easier to track changes or updates to documents over time as well as search for specific information within those documents.
Finally, for workflow optimization, automated systems integrate with existing processes to streamline operations and reduce repetitive tasks. They enable businesses to automate complex processes such as approvals using customizable rules and workflows which significantly cut down on manual labor costs while improving compliance across an organization.
Overall, document automation software is an invaluable tool for organizations looking to optimize their business processes by creating accurate documents faster than ever before. It provides users with higher levels of control over the look and feel of their digital assets while increasing efficiency through automating manual tasks associated with creating digital products from scratch. Document automation software not only reduces cost but also improves accuracy when compared to traditional methods of producing content-heavy deliverables like contracts or other legal paperwork which make them incredibly valuable tools for any size business in need of effective document production solutions.
What Are Some Reasons To Use Document Automation Software?
- Increased Efficiency: Document automation software helps automate many of the mundane and repetitive tasks associated with document creation, freeing up time to focus on more complex processes. Automation can also create documents faster than manual methods, saving valuable time and money.
- Improved Accuracy: As documents are automated, errors are reduced due to the accuracy of data entry and fewer steps in the process. This improves the overall quality of documents produced without sacrificing speed or efficiency.
- Easier Collaboration: With document automation software, it’s easy for multiple users to work together simultaneously on one document from different locations and devices. Each user’s edits are tracked individually so you know who made what changes at any given point in time.
- Increased Security: Documents that are automated through software contain strict levels of security that help protect sensitive data such as customer information or financial details from unauthorized access or alteration during the document creation process.
- More Control Over Design: Automated document creation tools enable users to customize their templates for consistent look-and-feel across all documents, while also providing control over design elements like fonts, colors, images and logos when needed.
- Easier Adaptability: Automated document creation helps you create documents that are easily customizable and can be adapted quickly to changing business requirements or new market trends. This helps keep your documents up-to-date with minimal effort and financial resources.
The Importance of Document Automation Software
Document automation software is vital to the success of any business. It simplifies and streamlines essential processes, reducing time requirements and cost while enhancing accuracy and improving overall efficiency. Document automation helps ensure that all documents are consistent in format, style, formatting and content. By removing the manual effort associated with document creation, businesses can reduce costs associated with manual labor, printing costs and potential errors due to human data entry errors.
Document automation technology also increases collaboration among team members by making it easier to store, access and share documents between different departments or locations. Documents stored through document automation software can be shared securely with stakeholders both inside and outside the organization without compromising security or privacy regulations. Automated documents also provide historical records for legal deposition or compliance reasons, allowing for easy retrieval as needed. Additionally, automated document workflows increase visibility into progress on projects across teams as well as give audit trails which improve traceability of tasks performed during each project lifecycle stage from beginning to end.
In addition to improving workflow processes within a business itself, document automation improves customer experience by providing customers with better accuracy when filling out forms online or signing digital contracts. This ensures that customers receive an efficient on-boarding process as well as accurate product information such as pricing and timelines quickly upon completion of their transaction. Document automation also makes it simpler for customers to keep track of their correspondence with a company if they ever need it in the future since all details are securely stored electronically in one place rather than printed off copies kept in multiple places (or lost altogether).
All told, document automation software provides businesses with a powerful tool that enhances operational efficiency while minimizing costs associated with paper documentation systems while helping ensure compliance with industry regulations. The streamlined workflows provided via automated technologies make it easier for team members to collaborate effectively whilst improving customer experiences through improved accuracy when forming digital contracts and filling out forms online; providing an invaluable asset for any modern business looking to optimize operations.
Features Offered by Document Automation Software
- Document Generation: Document automation software allows users to quickly generate documents by providing them with customizable templates, often based on specific business processes, that can be easily filled out with essential information and then exported into multiple document formats (e.g., PDF, Excel).
- Automated Data Entry: When generating documents, document automation software enables users to automatically populate template fields with data sourced from databases and external applications such as CRMs or ERPs. This not only saves time but also ensures accuracy since all required data is available when needed without manual entry mistakes.
- Version Control & Auditing: Automated document management systems are designed to keep track of all versions of each generated document in order to facilitate easy revision tracking and archiving for compliance purposes. They also provide audit trails for every change made so administrators can identify who made what changes at any particular time, if necessary.
- Workflow Management & Collaboration: Advanced document automation solutions offer workflow capabilities which enable users to design workflows suited for their businesses’ requirements in order to ensure the proper steps are taken throughout the process of creating a document. This includes automated routing options so tasks can be assigned and tracked efficiently across different departments or external parties if necessary. Many systems also include collaboration capabilities which allow teams to collaborate on projects in real-time within one unified environment regardless of geographical distance or device type used (web/mobile).
- Security & Compliance Features: The latest generation of automated document management solutions provides a range of security features such as access control settings and encryption technologies which ensure that sensitive information stays secure while adhering to local regulatory compliance standards (i.e., GDPR). This ensures that user data remains confidential at all times and eliminates the risk of any data breaches or identity theft.
Types of Users That Can Benefit From Document Automation Software
- Small Business Owners: Document automation software helps small businesses automate document creation, management and sharing processes, saving time and increasing efficiency.
- Large Enterprises: Automating processes related to documents allows large organizations to streamline operations by reducing the time required for document-related tasks and activities.
- Legal Professionals: This type of software allows legal professionals to create accurate and consistent documents quickly and efficiently, reducing the amount of time spent on manual editing or formatting.
- Accountants: By automating document tasks such as invoicing, billing, payments and other financial reports, accountants can save significant amounts of time.
- Financial Institutions & Banks: Automation software reduces errors in financial filings while improving accuracy when it comes to tracking transactions, compliance requirements and other regulations.
- Health Care Organizations: By automating patient files such as medical histories, diagnostic summaries and treatments plans this type of software can help improve patient care while also making it easier for clinicians to access information quickly.
- Government Agencies: Document automation helps increase transparency across government operations while streamlining document-related processes related to citizens’ applications or requests being submitted.
- Educational Institutions & Libraries: Automation can help schools manage student records more effectively; from enrollment forms to transcripts or exam papers libraries benefit from having instant access to essential documents without manual handling input.
- Human Resources Professionals: By automating tasks related to employee onboarding, reviews and other HR documents, HR professionals can reduce time spent on document management which in turn allows them to focus on other important tasks.
- Creative Professionals: By automating document workflows, creative professionals can produce consistent, high-quality documents without wasting time on redundant tasks.
How Much Does Document Automation Software Cost?
The cost of document automation software can vary, depending on a number of factors such as the features included, annual or one-time fees, and the size and complexity of your organization. Generally speaking, basic automated document solutions begin at around $200 per month for small businesses and can go up to several thousand dollars a month depending on what features you need. It is also important to remember that more complex automated document workflows may require consulting services or additional setup time in order to be successful.
Before investing in a document automation platform, it is recommended that you assess your needs and budget accordingly so that you get the most value out of your investment. Additionally, there are document automation solutions that focus on specific industries that may be more cost effective for those looking for an industry-specific solution. For example, document automation solutions geared towards the legal industry may include specific features that other general purpose software solutions wouldn't have. It is important to remember that while purchasing a solution that fits your specific needs may cost more in the short-term, it will likely pay dividends in terms of time savings and productivity gains over the long run.
Risk Associated With Document Automation Software
- Lack of Security: Automated document generation software can make it easier for hackers to get access to confidential information if security measures aren’t in place.
- Poor Integration: Automation tools often don't integrate smoothly with existing systems, leading to compatibility issues.
- Data Loss: If there's a mistake in the automated process, data can be lost or corrupted, making it difficult to recover and correct any errors.
- Unpredictable Outcomes: When documents are generated automatically, it's not always clear what the end result will be. This means that organizations may find themselves having to manually adjust their documents after they've been generated.
- User Errors: Users may not understand how best to use automated document software, which can lead to mistakes and errors during generation.
- Cost: Automated document generation software can be expensive to set up, especially if integration with existing systems is necessary. Additionally, there can be additional costs associated with training staff on how to use the software.
Types of Software That Document Automation Software Integrates With
Document automation software can be integrated with a variety of other types of software, including project management tools, financial and accounting systems, HR solutions, customer relationship management (CRM) software and more. This type of integration allows businesses to easily manage their key documents while leveraging their existing systems. For example, when an organization integrates its document automation system with its HR platform, employee contracts can be quickly and accurately generated from the data contained in the HR system. Similarly, when linked to a CRM system, document automation software can use customer details stored within it to generate custom documents such as invoices or order forms. Integrating modern business programs with document automation is essential for any organization that wants to streamline and optimize their processes.
What Are Some Questions To Ask When Considering Document Automation Software?
- How easy is it to set up the software and what type of technical support is needed for installation and maintenance?
- What types of documents can be automated?
- How does the software handle security, privacy, and compliance requirements?
- Does the software have features like pre-built templates, data capture, logic branching and calculation features?
- Are there any collaboration features present such as multi-person editing, version control or notification of document changes?
- Does the software offer integration with other systems to enable linking of documents within a larger organizational workflow system?
- What are the overall costs associated with purchasing, implementing and managing the system on an ongoing basis?
- Is there a way to test out users’ experience before committing to usage or purchase?
- What are the user interface options: web or mobile based?
- Is there a customer service team available for troubleshooting and support?