Best Document Management Software for Insightly

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

All 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.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

G Suite has just gotten better -- Google Workspace (previously G Suite) is now available. All the tools you need to accomplish anything, all in one place. Google Workspace is an integrated workspace that's easy to use. It allows you to spend less time managing your work, and more time actually doing it. Google Workspace helps you focus on what's most important and lets you let Google do the rest. It uses best-in-class search technology and AI to help you work smarter. You can work from anywhere and on any device, even offline, with tools that help you integrate, customize, extend, and adapt Google Workspace to your team's needs. All Google Workspace plans offer a customized email for your business, similar to G Suite. It also includes collaboration tools such as Gmail, Calendar and Meet, Chat. There are many plans available that can be tailored to your business's needs. Find the right plan for your business on our pricing and plans page.

PandaDoc 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.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Formstack's workplace productivity platform helps over 27,000 companies digitize what is important, automate workflows, and fix problems--all without writing code. Everything you need for digital work acceleration Formstack's platform combines all of our workplace productivity products into one integrated solution. Create custom forms quickly and easily, input data into digital documents and collect eSignatures. Forms. You can create powerful forms and workflows in a matter of minutes that automate processes and allow you to collect information from anywhere. No IT or coding skills required. Documents. A document generator can transform data into beautiful documents that can be sent anywhere. Sign. You can eliminate paperwork with an easy-to-use eSignature solution. This allows you to collect digital signatures on forms and documents from any device. Workplace Productivity Report.

Connect live data without code from more than 100 integrations and databases. Access insights without distracting engineers and centralize your data to establish one source of truth for the entire team. Build data-driven organisations without technical skills or bottlenecks. You can run queries with SQL or a GUI that doesn't require any code, automate reports, create dashboards and share insights within minutes. Sourcetable is the platform for data you've been looking for. It makes data available to everyone and allows you to share insights, automate reports and analyze data. You can create live dashboards with over 500 spreadsheet functions, including shortcuts that you are already familiar with. This allows you to capture insights and drive business value. Data is updated frequently and automatically. Sourcetable is a great business intelligence tool for small teams. It allows you to create an unified view of your company.

Azquo is a groundbreaking Business Intelligence tool. It combines processing, calculation, and analytics in one platform that integrates seamlessly with Excel. Its unique Smart Data Store acts like a virtual "Satellite Data Warehouse" that connects to all your existing data sources/repositories. Excel-based controls and reporting interfaces allow Line of Business analysts to extract the information they need quickly while providing complete transparency for their Data Scientist colleagues in I.T. department. Azquo®, an innovative approach to Business Intelligence, is a new way to store, label and use data by computers. Azquo is unlike any other reporting system. It can achieve flexible efficiency that is unmatched. We don't call it "a database" because that implies a dimensionality that doesn't exist in Azquo.

Documati is a high-volume document generation software that can be integrated with any ERP or CRM. Our scalable REST API is available from Zapier, RPA platforms and no-code or low-code platforms. You can also use it to build custom applications. Simply open your CRM in Chrome browser and select a template. Then click the button. Now you can create a Word, PowerPoint or PDF document with the data from your CRM. It's amazing how a tedious task can be transformed into a quick activity in just a few minutes. Connect to any CRM without having to start a costly CRM integration project. You can create 100s of documents in a matter of minutes by merging data into a template. Connect your CRM system and click on the button. Documati will fill out your document.