Compare the Top Document Automation Software using the curated list below to find the Best Document Automation Software for your needs.
Need help deciding?
Talk to one of our software experts for free. They will help you select the best software for your business.
-
1
Docubee
Docubee
$9 per month 90 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. -
2
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.
-
3
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. -
4
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.
-
5
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.
-
6
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. -
7
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.
-
8
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. -
9
Avvoka is an automation, negotiation, and analytics tool that helps law firms, in-house lawyers, and businesses of all sizes to create documents, negotiate them, and use data insights from that process, to draft better documents and get to "yes" quicker. Avvoka allows you to quickly create automated versions of complex documents, unlike legacy tools. This means that Word documents no longer require complicated coding. Customers can quickly reach an agreement by working with colleagues in real time and negotiating via the Avvoka online platform. Avvoka also offers sophisticated reporting tools that enable businesses to monitor pushback against standard contract clauses, track key terms commercial terms, and compare individual negotiators' performance.
-
10
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.
-
11
Ultra Documents
Proden Technologies
1 RatingUltra Documents is scalable to meet your needs, no matter how large or small your business. Ultra Documents automates the entire process of creating, publishing, and distributing business documents, such as Comprehensive Proposals (Business Plans), Presentations, and Business Plans. This unique solution gives you templates to capture and compile documents. With custom forms, you can capture consistent, error-free data from any person, anywhere. Ultra Documents' integrated workflow capabilities allow you to create simple or complex workflows to distribute finalized documents to your internal teams, as well as external audiences like vendors and customers. You can also request approval, electronically sign, set deadlines, reminds, trigger automatic alerts, and escalate. Ultra Documents' document automation and workflow automation reduces the time required by more than half. -
12
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 -
13
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. -
14
Case.one
Case.one
$0.99/month Case.one is a cloud-based, all-in-one solution for legal industry case management. Case.one is a cloud-based, all-in-one case management solution for lawyers. It can be used by solo practitioners, small law offices, or large corporate law firms. It offers a robust set of features, including file management, client management and billing, document automation, case templates and document automation. -
15
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. -
16
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. -
17
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. -
18
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. -
19
ExactDocs
Solentive Systems
$9.95 per user per monthIntelligent document automation, generation and template management ExactDocs allows you to centralize and manage all your document templates. This will allow you to create perfectly compliant, accurate documents every time. It is simple to use and a perfect companion for Microsoft productivity tools like Word, OneDrive, Dynamics 365, Dynamics 365, and Word. ExactDocs is easy to integrate with third-party systems. ExactDocs can create documents based upon complex workflows and rule sets by combining with Microsoft Power Automate or the InRule Decisions platform. ExactDocs will ensure that you never send out in error documents again. This means that you won't have to send out any more proposals with incorrect amounts or customer names, no more terms and conditions in your agreements, and no more outdated company policies in your employment contracts. You can also control your brand's image by making sure you have the most current version of your brand identity. -
20
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. -
21
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! -
22
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. -
23
Denovo
Denovo
Denovo, a platform for law practice management, allows lawyers, law firms and individuals to simplify their practice, increase productivity, and capture more time. Denovo's People Management feature allows users to keep track of all their contacts. Document Automation in Denovo increases productivity and ensures that documents are produced error-free. Denovo allows users to easily record time within Contact Records, Your Time, and Matters. -
24
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. -
25
DirectLaw
DirectLaw
$49 per monthDirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others. -
26
Lawcus
Lawcus
$34 per user per monthYou can empower your team with the best case management software. It provides everything you need, including client intake, billing, trust accounting, document management, crm, client management, advanced reporting, document administration, crm, crm, client intake and billing. Lawcus makes it easy to manage cases and provide robust billing and trust accounting. Our intake forms, eSignatures and text messaging make it easier to convert more leads into clients. Our workflows make it easy to automate consistent and repeatable processes. Lawcus provides a bird's-eye view that allows you to quickly see all your matters, and determine what needs your attention. With matter-centric conversations, you can collaborate with your team. All communications with clients and your team can be kept in one place. You can organize and delegate tasks, set deadlines, add subtasks, track work in progress, and get it done quicker. -
27
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. -
28
Blitzdocs
Blitzsoft
$55.00/one-time/ user Blitzdocs is a powerful document automation and document assembly program. It allows you to quickly design and create common and specialized forms and documents for a variety purposes, including letters, invoices, and agreements. Document assembly is at its most basic level the creation of complete documents from a combination of 1) new and 2) existing information. Reusing existing information is better than typing it into a computer. While document assembly can take many forms, the basic idea is what makes it so attractive to law firms. Many firms can save significant time and effort by reusing rather than retyping. Blitzdocs is designed to accomplish this quickly and efficiently. Take a look at the document production of your company and calculate the volume of repetitive documents. If your company produces a lot of repetitive paperwork and is therefore typical, then Blitzdocs will be a benefit to you. -
29
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. -
30
LeadSimple
LeadSimple
$65 per monthOrganize. Automate. Convert. LeadSimple CRM is for professional property managers to grow. To ensure that every lead is followed up, you must document, automate, and follow a clearly defined sales process. You need sales processes and templates? LeadSimple offers professional PM Owner sales workflows. LeadSimple tracks all communication (calls and emails as well as text messages) so you and your team have the context you need. All of your leads can be imported into one system, so that everyone can work together and no lead is lost. You can get closer to closing the deal by following-up with new leads almost immediately via SMS and phone calls. You can use a robust set reporting on agents, marketing and growth to help you make data-driven decisions. Expert consultants will help you build your sales strategy, hire and onboard the next BDM, and give access to ScaleClub, the ultimate sales mastermind. -
31
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. -
32
Formsio
Formsio
$250 per monthFormsio is a document automation software that helps paper-intensive businesses streamline processes, reduce the time it takes to complete paperwork, and improve customer experience. Formsio reinvents the way you think about paperwork. It starts as an HTML document and is dynamically generated in real-time. This distinction is crucial and sets Formsio apart from competitors who wrap their solutions around a DOC or PDF file. Formsio is a tool that helps industries that use template-based documents. These documents require signatures, large data sets, often have calculation dependencies and bulk distribution to customers, contractors, employees, and customers. Our solutions are most popular in the legal, lending, compliance and HR industries. -
33
Anvil
Anvil
$0 per monthAnvil is a customizable embedded logic-based workflow platform that provides companies with a high volume PDFs that need to be filled out, generated, maintained and/or signed. -
34
Vectorworks Vision
Vectorworks
$1,600 one-time paymentVectorworks Spotlight and Vision seamlessly integrate to allow you to create design documents, automate paperwork and visualize your design through rendered 3D views. Once you're done, simply send your fixture and model information to Vision to previsualize and program your show. Vision gives you the ability to previsualize, program, and cue your show. This intuitive software is available for both Mac and Windows operating systems. It works with your console to allow you to design creatively and efficiently. Previsualizing what your rig could do will help you save time and money. Flexible Vision tools allow you to modify colors, gobos and lenses, shutters, and any other fixture parameter. You can access extensive fixture libraries that will allow you to work more efficiently than ever. -
35
QuickDocs
AXDRAFT
$300 per monthQuickDocs allows you to set up 100% compliant, self-service document automation workflows that do not require input from your legal function. Reduce legal expenses and save time so you can focus on the most important work. -
36
Lawyaw
Lawyaw
$70 per monthAutomate your legal documents with affordable software that saves you time. Automated court forms reduces the time required for routine legal drafting by up to 80%. You can also convert Microsoft Word documents into easily-populable online templates. Routine drafting is a 20% job in the average law firm. Lawyaw allows you to generate multiple documents simultaneously, which saves time and prevents costly mistakes. Our cloud-based platform makes it easy to search, select, fill, and submit thousands of official immigration and state court forms. No software installation is necessary. Our eSign tool is federally compliant and will save you time. Our mission is to make legal services more accessible through technology. Lawyaw was founded by people working together to create technology companies. We offer affordable, no-code document automation services for solo, small, and mid-sized legal offices that can streamline information gathering and document assembly. -
37
Rally
Rally Legal
$29 per monthRally is a joyous legal tool for lawyers and businesses. Automate. Collaborate. Sign. Organize. You can create sales agreements and other legal documents with advanced document automation and CRM integrations in just a few mouse clicks. You can send eSignatures in a matter of seconds. Using an automated data room, you can stay organized and avoid any confusion during due-diligence meetings with investors or acquirers. Global search makes it easy to find what you need in just a few clicks. Reduce email clutter, track document versions, and securely share information through a single source of truth. Our world-class Customer Success team, network law firms, as well as the Slack community, will provide you with the support you need. Legal work is made more enjoyable with a simple interface and helpful shortcuts. -
38
Portant
Portant
$42 per monthPortant is a mix of Zapier and Docusign. It's easy to create powerful document workflows using the tools you already use. Automate business-critical documents in the easiest way possible. Automate contract signing. Select a Google Doc agreement template and add an eSignature placeholder. Your contract signing will be automated. You can generate batches of invoices. You can create batches of invoices by selecting a Google Sheet with invoice data. Each time a Google Form has been submitted, an incident report PDF is automatically created and sent via email. Google Forms can be converted to PDF. Select a Google Form and add tags to a Google Doc template or Slides template to generate PDFs from the responses. Portant can automatically create documents whenever someone replies to a form, or when a spreadsheet is updated. Portant integrates with your existing tools so you can get to the important stuff. -
39
PandaETL
PandaETL
FreeUpload PDFs, spreadsheets and other documents. Drag and drop is all you need to start working. Let the platform extract data from your tasks. Review and organize data that you can use in a format that you trust and are familiar with. The platform allows you to extract and organize valuable information from contracts, invoices images, websites or reports. Chat with your files using an intuitive interface. Dialogue with your data and uncover insights in PDFs or spreadsheets. Generate detailed reports quickly. Create summaries and overviews with references in just minutes. Click on each cell to see the source in context. Download files highlighted in batches. Ideal for businesses that want to increase efficiency and reduce costs when dealing with document-intensive operations. Our plug-and play modules allow you to optimize automation for specific industries or request customization. -
40
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. -
41
OurRecords Compliance Network
OurRecords
OurRecords is a cloud-based credential management system that can be used by healthcare, mortgage, and food businesses. OurRecords allows companies to use a single platform for managing and storing verified credentials and records. Top features include supplier/vendor management, workforce prerequisite program, proactive alerts/notifications, document distribution, centralized documentation, and automated reports. -
42
Carizma First
Axicos
$400 one-time paymentCarizma First allows you to create recurring documents such as rental agreements, quotes, invoices, and contracts quickly and efficiently. Carizma First automatically performs a risk assessment on the document created and initiates workflows to review/approve where necessary. This ensures compliance and mitigates risks while ensuring precision and speed. It is easy to select the right template and include all necessary data and parameters. Based on the answers to the questionnaire and other data sources (e.g. SAP. Attachments can be uploaded to the questionnaire and integrated into any document that is generated. Carizma First automatically performs a risk assessment on the document created and initiates workflows to review/approve where necessary. -
43
Contract Express
Thomson Reuters
$195 per monthContract Express is the simple language automation software that our clients use to quickly draft, approve, negotiate, and execute any type of document. Contract Express' intuitive markup, compliance and relevancy tools make it easy to automate and simplify the drafting process, allowing you to spend more time on higher-value work. Contract Express integrates easily with Microsoft®, Salesforce, iManage™, NetDocs, HighQ, DocuSign, and Adobe Sign. Installation is simple and requires little technical knowledge. Our document automation specialists will assist you with the implementation process. -
44
MetaJure
MetaJure
MetaJure is a tool that helps lawyers find and manage the documents they need instantly. MetaJure helps you get back to your practice by storing all of your documents, automating tedious document management tasks, and making retrieval simple and intuitive. MetaJure automatically indexes and collects all of your emails and documents. No tagging or profiling required. Stop wasting your time searching for documents. Our intuitive keyword search allows you to instantly search all documents in your company. You can leverage your existing work product to gain an advantage over other firms that have difficulty accessing their knowledge. MetaJure was created by lawyers to improve the productivity, quality, and efficiency of lawyers and law offices. MetaJure's founders are well-versed in the challenges of electronic discovery and finding "needles" in the haystack. They have been at the forefront in legal technology for more than 20 years. -
45
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. -
46
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. -
47
KnowledgeLake
KnowledgeLake
Let's get together CIOs, CFOs and COOs to save time, hassle, money and make the most of intelligent document automation platforms. Let go of the tedious work and see employee satisfaction rise. A cloud platform that combines capture, RPA, and ECM into one comprehensive solution. KnowledgeLake integrates seamlessly with your existing systems. You can be up and running in days instead of months or quarters. No training required, easy configuration, machine learning tech. Customer experience is only possible if employees are satisfied. Give your employees a better way of getting things done, no matter where they work. Robotic Process Automation and Artificial Intelligence alert you to unusual or non-conforming behavior in your systems. They're all recorded in real time. To keep up with digital business, you don't need to abandon your legacy systems. Find out how we can help your business operate in the digital age securely and affordably. -
48
GhostDraft
GhostDraft
With advanced customer communication and document automation solutions, you can meet the changing needs of your customers. GhostDraft integrates with your business to create better experiences, greater efficiency, and more agility across all platforms. Personalized communications can help you make real connections with customers. Our cloud-based, omnichannel customer communications management solution makes it easy for customers to connect on the best platforms. This creates higher levels of engagement and strengthens relationships. You can also have greater control over your communications and ensure compliance, allowing you to launch products faster. Advanced business-driven document creation can increase compliance and speed up the time to market. Easy-to-read digital billing statements that can be accessed via multiple channels will help you get paid faster. You can impress your customers with highly personalized, timely and interactive claims correspondence. All the while, you can keep control and comply. -
49
Ecrion
Ecrion Software
Smart, modern solutions for a better customer experience. Customer Communication Management may seem like a simple concept at first. When a business considers all the communication channels they can use (email, print, online interactive documents and text messages, push notifications, reminders, etc.), it becomes a complex concept. Effective communication becomes difficult when customers choose their preferred languages and their preferred channels. Ecrion's document automation software simplifies the production and distribution business-critical documents in an adaptable and scalable environment. Workflow rules are designed to simplify and accelerate complex processes, whether fully automated or manual. They also ensure that communications are controlled and consistent. -
50
HotDocs
HotDocs
Document generation and assembly reduces the time required to create new documents and distribute them to staff. This allows you to focus on your business. You can avoid legal problems caused by incorrect content or simple-to-miss keying mistakes. Document template software allows you to create templates that conform to your internal business rules and centrally manage all versions. You can create perfectly formatted documents by applying internal brand guidelines, version control and rules to all templates. Stop wasting time on repetitive document management tasks like copy-paste, search and replace, and other manual copy-paste. You can get your team up and running in minutes with a fully-featured document automation program that helps SMBs succeed. HotDocs has a wide range of features: -
51
Bigtincan
Bigtincan
$39.50 per user per monthBigtincan's sales platform helps organizations turn customer engagements into long-term, valued relationships. It uses four pillars: document automation, sales training and coaching and sales content management. Our platform is device-agnostic and was developed in collaboration with Apple. It offers a beautiful, intuitive user interface that can be customized to your brand and the work of your teams. Bigtincan's UI is compatible with both desktop and mobile devices, making it one of the most trusted mobile sales enablement platforms. To extend the functionality of Bigtincan Hub, you can purchase add-ons that include integrated software solutions such as a modern learning management system (LMS), document automation, and a digital catalogue application. Bigtincan can also integrate with your existing tech stack via over 100 third-party integrations. -
52
Tessi
Tessi
Be it post, SMS, e-mails, online forms, incoming calls, etc. Your customer communication media and interaction channels are growing rapidly. To make it easier for employees and business applications, digitize your documents. There are many benefits to digitizing your documents: lower costs, faster customer response times, and greater agility. Tessi's solution centralizes all of your digital and paper workflows into a single capture and processing platform. Explore our multi-channel scanning and capture, automatic document sorting and reading, automated email management, extraction, and automatic control over supporting documents, as well as other solutions. We optimize the reading, extraction and classification of your documents using OCR/ICR technology, automation, and semantic analysis. -
53
Excel-to-Word Document Automation
AnalysisPlace
The Excel-to Word Document Automation Add-in automates the updating of Excel-based content in Word and PowerPoint documents. Text, lists, tables and images can all be updated. It makes it easy to link/map "dynamic" content that needs to be updated. Any existing Word or PowerPoint document can be updated with content from any Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks as templates. Any Word or PowerPoint document that is "linked" to the core add-in using the core plugin can be used as a template. The add-in makes it easy for you to upload, test, upload and manage Excel-based document templates. -
54
Document Automation Engine
Celant Innovations
$50 per monthSpend your time doing high-value tasks, and not drudgery. Flexibility to create exactly what you want, delivered when and where you need it. No matter what drafting style, you can be 100% accurate, consistent, and compliant. Focus your time on your expertise, not on drafting documents. Allow non-lawyers and lawyers to draft documents, and you can make better use of your resources. Automate review processes to streamline them and ensure regulatory compliance. Your efficiency, effectiveness, customer satisfaction (and reviews) will increase. We have your back. Our intelligent automation does the double-checking for you. You can increase your revenue and do more with the existing manpower. Our staff will convert your forms to well-designed templates. Our simple markup syntax makes it easy to design like a pro (no coding required). There are many document automation options on the market. What should you look for in your evaluation? -
55
Nintex DocGen
Nintex
Do not let manual creation of important documents such as contracts, work orders, or invoices slow down your business. Nintex DocGen®, which can instantly create and share documents within Salesforce or Office 365, is a great tool to equip teams. No more copying and pasting. Every time you create documents, make sure they are accurate and compliant. To increase efficiency and eliminate human error, unleash the power of your data from wherever it is stored. Pre-approved templates and language can help you create any combination of Word Excel PowerPoint and PDF documents. This will improve compliance. Automate document routing to simplify reviews, speed up signing, and securely store documents. It is easy to get started. Nintex DocGen makes it easy for you to associate data from any source using document templates. To insert dynamic data such as customer details, product details, pricing information and more, simply tag and configure the fields to be updated. -
56
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. -
57
DocBridge Delta
Compart AG
Automated, reliable, and independent of the file structure and format, you can analyze and compare complex documents. Avoid making mistakes in document creation and delivery. They can cost you time, money, and your reputation. DocBridge Delta®, offers a separate module that allows you to analyze print files in different formats (AFP PDF, PCL, etc.). This ensures a smooth production. Personalized customer communication is today's key word. DocBridge Delta® keeps complexity under control. It is crucial to protect your brand identity. DocBridge Delta®'s sophisticated testing methods can prevent brand-destroying deviations. Automated quality control pays off quickly: Reduce costly reprints. One of the most powerful printers in the world claims they don't print any page without running it through Delta first. -
58
Upload forms and extract the data, including handwriting, scans at low DPI and faxes. Handwriting and low-quality machine prints from paper are extracted more accurately than OCR, humans, OCR, and everyone else. Interested in getting started? Register for a free account and get 30 days of trial. The trusted platform for reading, enriching and delivering data from paper. SS&C Chorus Document Automation has been proven to be the best platform for reading, enriching and delivering data from paper. It is free to use for COVID-19 forms processing and SBA PPP applications. You can also start a 30-day no-risk trial for any other type form. 10k pages per hour, each hour, sorted with 98% accuracy, and digitized with 96% accuracy. Your data entry team can digitize and sort 5,000 pages per hour faster than you. Machine learning was trained on more than 1 billion human-verified data points to achieve unmatched accuracy. Straight-through processing speeds up to 40% without any human intervention
-
59
LEADTOOLS Recognition SDK
LEADTOOLS
$3,995 one-time paymentLEADTOOLS Recognition SDK is an exclusive collection of LEADTOOLS SDK tools that can be used to create enterprise-level OCR applications. It includes OCR, MICR and OMR, barcodes, forms recognition and process, PDF, print capture and archival, annotation, image viewing functionality, and forms recognition and processing. LEAD's award-winning image technology is used to intelligently identify the features of documents. This can be used to extract data from any type or scanned form image. LEADTOOLS Recognition comes with the LEADTOOLS OSC Engine, which powers the text recognition and forms recognition capabilities included in this product. For more information on the LEADTOOLS toolkits, visit the Document Family. -
60
Behave Pro
Behave Pro
$10 per monthNative to Jira allows the entire team to collaborate on great user stories. The editor includes step completion, scenario outline detection and automatic formatting of tables. Agile teams can create better user stories and have a better understanding of the situation. Teams must store feature files in Git. Secure two-way synchronization between Jira to your repository allows for ongoing collaboration and involvement of all members of the team throughout the development process. Each user story is automatically grouped according to feature. Automated test results can be traced back to user stories. Teams can also use a powerful search to quickly locate relevant information. Cucumber automates acceptance tests using feature files. -
61
Ownr
Ownr
$499 one-time paymentYou need the right legal documents to run your business. We've taken the stress out of your incorporation process and have you covered. Never again search for a document. You can access all your business paperwork online, including digital signatures and formation documents. Registering shows you mean business. Registering with Ownr is quick and easy. There's no legal jargon. You choose the business structure that suits you best. You can start as a sole proprietorship or easily upgrade to incorporation. More than just filling in the blank templates. We customize the documents, automate the resolutions, collect esignatures, and save the final version to your account. -
62
Programmatic
Programmatic
$446.99 per monthProgrammatic transforms static documents into dynamic templates which automate workflows and payments, track compliance and generate reports. This brings efficiency and intelligence to all aspects of your business. Create dynamic workflows to drive business performance, reduce costs, and accelerate the time-to-revenue. Deal closures can be accelerated by 40% through streamlined document workflows, faster approvals and a streamlined document workflow. Automating payment schedules can reduce late payments by up to 50% and free up cash flow. Reduce repetitive tasks by up to 45%, and improve performance. Instantly convert your documents into dynamic templates combining code and natural languages, enabling custom automation throughout your business. Automating payments, schedules, and penalties reduces delays, improves your cash flow, and ensures that you are in compliance. This allows you to focus more on strategic growth. -
63
CheckIssuing
CheckIssuing
Online document automation and payments that meet your company's needs. We have years of experience and almost every feature you need to automate your business processes. Checkissuing is much more than a check printing business. We offer digital services like Digital Checks and ACH Direct Debit. Checkissing is scalable and fully automated. We offer online check printing, mailing, digital checks and ACH Direct Deposit payment. We also provide statement/notice automation solutions. We are trusted by thousands of companies to deliver documents and payments to your recipients. Checkissuing is more than a check printing company. It's the easiest way for your company pay vendors and contractors. Checkissing is trusted by companies looking to automate their finance operations and processes to reduce their workload by as much as 85%. -
64
TextPlan
TextPlan
$16 per user per monthWe are experts in document generation, document automation and document assembly. TextPlan allows you to use your valuable document templates online from your website. TextPlan works online, so clients and prospects can easily access the templates. TextPlan is fast and easy to use to create any type of document. TextPlan is used often for complex document assembly and legal document generation. TextPlan's powerful form configurator allows you to create simple-to-use forms that can be 'fool-proof'. It optimizes the automation and validation of data entry. TextPlan provides many integration options to make it easy to integrate with your business processes and business model. You control when and how clients can access your templates. -
65
Documaker
Oracle
Consumers expect more from their businesses than ever before. With an electronic document management system, empower your company to communicate with customers using the device that suits them best. Oracle Documaker is a Customer Communications Management system (CCM) and the most popular Enterprise Document Automation (EDA). Documaker dynamically creates and manages enterprise communications for customers and stakeholders. It can be delivered in any format they prefer, including print, email, SMS, social media, text messaging, or any other format. Oracle Documaker is a rules-driven document management software that automates documents. This improves communications and customer service, while also achieving higher levels efficiency and lower costs. -
66
Document Manager
Document Logistix
Document Logistix is a specialist in logistics document management. Document Manager software allows you to manage complex, distributed operations from one central location. Document Manager software can manage all types of documentation, digital and paper, across a variety of devices. Document Logistix is an enterprise EDMS that allows you to manage documents across multiple devices, including PoDs and CMRs, GRNs. Fleet Management, Invoicing, Human Resources, Invoicing, and more. Document Manager software links documents generated and captured by Logistics organizations. It can be used to automate workflow processes and achieve tangible benefits such as improved cash flow and margin protection. All companies are affected by GDPR. How can you use document management software for GDPR compliance? Looking for a reliable document management partner? Why Document Logistix should be added to your Request for Proposal. -
67
Rapidocs
Epoq
$99.00/month Epoq has been a leader in legal document technology for more than ten years. We offer a variety of solutions that are based on a set of components that allow for the full end-to-end delivery to online users of legal document services. Document automation, also known as document assembly, is a process that speeds up the creation and delivery of documents by using flexible and dynamic templates. These templates include all the text and clauses required to compile a specific document. They will be used during the drafting process according the logic and rules of the template. Rapidocs®, which includes context-sensitive advice and help, allows users to navigate through the more complicated parts of a document in a way that is most appropriate. Users also have detailed notes to refer back to if they need them. Reduces the time it takes to create documents. This improves the consistency and accuracy of the final draft. -
68
Aluma
Aluma
With the most recent in document automation techniques, and powerful tools to boost business intelligence, you can easily expand the value and scope of your solutions and platforms. Our technology can extract structured data from unstructured files, increasing efficiency in a variety of systems and processes. Our document automation tools can be easily integrated into your systems, devices, and workflows. Our decades of experience ensures that you get practical, yet innovative technology that is reliable, efficient, and scalable over time. Aluma features include powerful document classification, data extraction, and fast OCR. A unique blend of machine learning technology and automation technologies that capture, classify, and manage information in new and better ways. -
69
ActiveDocs
ActiveDocs
ActiveDocs is a global provider for document automation software. Our software assists large organizations in document generation and associated processes. We provide our customers with award winning tools, resources, training, and other support that allows them to design and maintain their document automation solution. The template design process is easy and intuitive. It takes place in Microsoft Word. Templates can be created by business users without IT developers. -
70
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. -
71
EnGlobe
Corporatek
EnGlobe provides a comprehensive, unified, and truly global solution for Corporate Entity Management (Corporate Governance) and Corporate Governance. It is a pure web RIA (Rich Internet Application), which formally parametrizes all legal entities, sets-out logically all known securities, and includes and self-fills any applicable regulatory forms and efilings. It also governs all management bodies and meetings, tracks all intellectual property and tracking tools, automates all document automation and management systems, and addresses all security, audits, and reports to the most stringent corporate governance and compliance requirements. The world's most comprehensive corporate entity management system, it is a highly-structured and executed software environment. It provides a unique business asset and intellectual property management system as well as a contract and agreements management system with superlative power and granularity. -
72
Lawmatics
Lawmatics
Lawmatics' law office intake forms templates make it easy to create a repeatable process that you can forget. Your legal CRM will handle client intake and marketing. Our CRM for lawyers allows you to connect with new clients and re-engage your past clients through law firm documentation automation. Your firm will always be available to them for any new opportunity. Automating workflow for law firms is the easiest way to generate new revenue. Automated follow-ups are a great way to ensure you respond immediately to potential clients with our all-in one legal CRM. Don't allow anyone to slip through the cracks. Your organized and tech-savvy approach to handling your clients' cases will impress them from the moment they contact you. Our software offers a cutting-edge approach that will impress your clients. It allows you to quickly esign legal documents and automatically follow up. -
73
a2ia DocumentReader
Mitek (A2iA)
DocumentReader™, a powerful document classification engine and key-field extraction engine, drives workflow automation and digital file transformation processes for leading businesses worldwide. Mitek's signature technology uses its unique ability to automatically identify the type of document, route each document to the correct workflow based on layout and content, as well as extract specific identifying fields or phrases. Businesses that want to automate workflows can have trouble with complex documents. This is because they often rely on manual paper handling to classify, evaluate and classify the information. Increased human interaction means higher labor costs, process bottlenecks, and slower processing times. DocumentReader™, which automates the manual process of document sorting, data entry, and key phrases, eliminates these operational headaches. -
74
TracingFlight
IXARYS
All documents related to your fixed-wing aircraft or helicopters can be stored in a digital safe. Our digital safe ensures the highest level security and allows aircraft owners and operators to securely access their documents. Automated OCR processing for technical documents. A forecasting tool to manage/track/optimise your maintenance operations. You can manage all your tasks, optimise resources, and reduce ground time, regardless of whether you are using TracingNav(c) for fixed-wing aircraft, helicopters, or workshops. TracingNav(c), from the time you write your maintenance programs to the moment that work is underway, will make it easy to track your airworthiness management. You will be able to increase the availability of your aircraft fleet with its many indicators. TracingFlight(c), won the award for best customer service and experience. This certification is part a global strategy to offer digital service. -
75
DocMastR
ParrotCode
Quote "It is certainly far more than a simple document management tool, more an overall enterprise information/knowledge management system". DocMastR stores documents and connects project team members using document management. Access to all documentation is controlled and easily accessible to all employees, vendors, clients and suppliers. Transmittal management for all Client and Vendor documents. Automated Master Document Register. Look-Ahead reports alert document owners to documents due within the specified time period. They help in the forward planning of individual's workloads. Late reports are subject to a reactive response. Late reports show documents either because the forecast issue date is not realistic in the first instance, in which case it should have been re-forecast or because Client, company, or Vendor are late creating or reviewing the document. Greenbook Technology, Proposal Management. Automated Databook Generation Bespoke reporting. -
76
Quote Roller
PandaDoc
All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time. -
77
Green Check
Green Check
This is the easiest way to keep track of your cannabis accounts. Software that is purpose-built to make it easier for you to review data and build strong relationships. Standardized process for collecting, reviewing, and managing account documentation. Green Check's online portal is used by cannabis businesses to submit their ongoing and initial documentation. Automated document renewal workflows keep each account record current. Flexible controls allow you to tailor your requirements and provide easy-to-use tools to request, receive, and review business documentation. You can track updates across the platform so you can see who made changes and when. Notifications and an audit trail provide one source of truth for audits or exams. Integration with a business' seed-to-sale and point-of-sale systems allows for the verification of all sales and inventory data to ensure compliance with applicable laws and regulations. -
78
Five Sigma
Five Sigma
Five Sigma was founded with the mission of enabling claims organizations to innovate. Five Sigma's suite of tools and platform for claims management is what Insurers require to adapt to the rapidly changing world. Our suite of Claims First Cloud-Native products and User-Centric products allows adjusters to better manage claims and do so much faster. Automating administrative tasks allows adjusters to focus on making the right decision, while the system takes care everything else. The complete suite of claims management tools, including an in-system omnichannel communication platform, automated documentation and workflows, reporting, and open APIs. The state-of-the-art claims management platform allows you to go live in just weeks. Five Sigma's unique SaaS offerings, agile methodology, and weekly upgrades make it possible for carriers to improve their claims operations. -
79
ArcContract
Archarina
You can create/repurpose contract templates. Our document automation solution allows you to customize/white label your contracts. Add variables to make it easier to modify your contract and make changes faster. Collect inputs from stakeholders to create a unified, cloud-based interface that is user-friendly and easy to use. Multiple users can be granted permission-based access and simultaneous edits can be made. E-signed contracts can be exchanged via a user-friendly, robust interface. If contracts have multiple signers, you can define the order of signing and track signature workflows. Create standard content based on rules and closely monitor contract negotiations with approval workflows. Secure your contracts using enterprise-grade security and role based access. -
80
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. -
81
BlueMatrix
BlueMatrix
Platforms that can be used as a standalone solution or as part of a comprehensive, integrated solution for the entire information cycle. Our cloud-based publishing platform increases productivity and reduces risk, allowing content to be delivered faster. Multimedia assets and content blocks can be tracked separately and tagged to create a single source of truth. The componentized content framework allows multi-author editorial access to a single document. You can be compliant with automated workflow checkspoints, alerts and user controls, audit tracking and disclaimer generation. The cloud-based, software-as-a-service platform and mobile authoring app lets you work from the road. Real-time, detailed readership metrics per channel and document, author, region and many other factors complete the feedback loop. -
82
iDocuments
Synantix
There are two types of things: things you must do and things that you want to do. It is important to focus on projects that will drive growth. However, you must also go through tedious, manual processes that slow you down. iDocuments automates mundane but critical daily business processes such as sales, purchasing, and expense management. Stop wasting time on repetitive transactions and let your team concentrate on projects that create incremental value and business growth. iDocuments solutions integrate seamlessly with most core business systems. They use AI and machine learning to provide unprecedented levels of efficiency, compliance, ROI, and compliance. iDocuments Expenses allows you to create, submit and store expense claims online. -
83
Talent Hunter
PeopleCapital
Talent Hunter, our flexible and robust Applicant Tracking System is customizable to your workflow. Our Candidate Experience allows for easy communication with your talent pool. Talent Input processes are used to create concise talent profiles. Our fully-featured ATS allows you to create hot lists of passive or active candidates and track them to your requisitions with just a few clicks. Our world-class Email Transaction Technology allows you to communicate with your entire team. Let us update your careers site and manage all your key interactions with your talent pool. Email Transactions can be used to collect all the information needed to complete each profile. Do you need help with your resume? Talent Input is your answer. This tool can be installed on your network to manage your resumes and other documents. Automated data extraction and many other features. We can help you analyze your recruitment processes and recommend robust solutions! -
84
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. -
85
LAWLIFT
LAWLIFT
Automate your documents easily Do you still draft every document by hand? Instead, create and use your own document automation templates. No programming skills are required. You can create documents lightning fast once you have experienced the magic of document automation. Stop wasting time on drafts. Even the most complicated documents can be created in minutes. It's as simple as answering a questionnaire. Then, you can watch your document being made in real-time. You are always in control. You can make content available to anyone you wish. Use our publications feature to give clients and team members, or entire departments, self-service access for automated document templates. To reduce bottlenecks and human error, you can leverage pre-defined scopes. Easy use allows you to create smart templates without having to write a single line code. The no-code editor makes it easy to create complex template logic. You can even create bilingual templates -
86
Xtracta
Xtracta
Data Extraction Software Xtracta – Using the most up-to-date data extraction software and OCR tools. Next generation automated data entry software. Xtracta offers AI-powered data extraction software, OCR solutions, and other services to assist your organization with all types of document automation. Xtracta technology, powered by artificial intelligence, automatically extracts and captures information from documents. Our API makes it easy to embed the technology into any software program. Xtracta is ideal for extracting data from document types such as invoices, receipts and contracts. It can scale to unlimited document designs by using machine learning and Big Data. Reduce time. Data assembly can be tedious. Xtracta does not require any document templates and requires no manual data assembly.
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?