Best Document Management Software for Zendesk

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.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

For decades CCMS and content authoring solutions have been lagging behind in the fast-paced world of cloud technology. We’re changing that. Paligo was founded by people with many years of experience in the field of technical documentation. We’re using that experience to build the modern web platform that we would have wanted to use ourselves. Our goal is to make structured authoring more accessible to a wider audience by simplifying and demystifying the process. This is achieved through our intuitive and user-friendly CCMS, which is both powerful and robust, enabling our customers to easily author, manage, translate, and publish multichannel content.

Helpjuice is a cutting edge knowledge base software that helps businesses consolidate all information on a single platform. Customers can use this web-based service to solve questions, resolve problems, and self-serve. The key features include intelligent instant searching, advanced analytics and visual analytics, content repository and content library, data management, document tag and management, and many other things.

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Document360 is a smart Knowledge base platform. With powerful AI features and advanced tools, it helps businesses create, manage, and share high-quality documentation for diverse use cases. Use Cases Knowledge Base for Customers and Teams Create a centralized knowledge hub with AI-powered search and auto-tagging to ensure quick answers and improved team productivity. Analytics help identify gaps and optimize content. IT Documentation (Including API Docs) Streamline technical documentation with markdown support, version control, and features for developers like code snippet embedding. AI ensures content is always accurate and relevant. Standard Operating Procedures (SOPs) Maintain consistent processes across teams with a central repository for SOPs. AI-driven categorization and content suggestions make creation and updates simple. User Manuals Design professional manuals with customization options, AI summarization, and localization tools to cater to diverse user needs.

Grammarly's AI-powered assistant for writing will help you write bold, clear, and error-free. Grammarly organizes your feedback by theme so that you can see how each change will improve your message's understanding. Grammarly will offer you corrections while you write on Gmail and Twitter, LinkedIn, or any other site. Grammarly can help you correct grammar, spelling, style, and tone errors. Grammarly is free to use. Grammarly Business allows your entire team to create credible, error-free writing that will make your business stand out. Every email, every web page, and every social media post will make an impression on your customers. Grammarly makes it easy to ensure that your message leaves a lasting impression. Grammarly Business goes beyond just writing mechanics to deliver high-quality writing. Grammarly Business offers real-time suggestions to improve readability.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

Gigasheet is the big data spreadsheet that requires no set up, training, database or coding skills. No SQL or Python code, no IT infrastructure required to explore big data. Big data answers are available to anyone, even if they're not data scientists. Best of all, your first 3GB are free! Gigasheet is used by thousands of people and teams to gain insights in minutes, rather than hours or days. Anyone who can use a spreadsheet can access Gigasheet's big data and analysis capabilities. Sharing and collaboration tools make distributing huge data sets a snap. Gigasheet integrates with more than 135 SaaS platforms and databases.

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.

Smartsheet is an award-winning collaboration and work management platform that helps teams take more action and less talk. Smartsheet gives organizations access to a powerful platform that opens up new opportunities for customers, revenue, and ideas. Smartsheet is a spreadsheet-like interface that offers tools like file sharing, Gantt charts and work automation, portals and dashboards, as well as other useful tools.

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.

Quip accelerates sales in real-time. Reimagine your sales processes using embedded documents, Salesforce data and built-in collaborative features. Quip allows Salesforce customers to easily transform processes such as Account Planning, Mutual Close Plans and Qualification Notes. Standardize, automate and embed real-time collaborative documents within Salesforce records. Quip documents allow you to consolidate your team's communication and work in one place. Use spreadsheets to provide context to data that your team will need to make critical decisions. Streamline your workflow by integrating team chat into each document and spreadsheet. You can also create team chat rooms or use 1:1 messaging.

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

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.

AI assistant for customer-facing departments. Sapling works with messaging platforms and CRMs to assist agents in creating personalized responses. Managers can gain conversational insights that will help them coach and prepare their teams. Sapling offers functionality for autocomplete, spelling, grammar checking, as well as snippets/canned message/text expander. All services can be hosted on-premise or in the cloud to meet security and privacy requirements. The Grammar and Spelling APIs allow Sapling's language models to be integrated into custom applications and use-cases. Sapling Suggest pulls relevant answers from a team knowledge database and allows agents to respond faster to customer inquiries by clicking on the desired response. Instead of giving brittle, decision tree-based chatbots, empower agents.

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.

Lightkey's AI-powered text prediction software can take your typing to the next level. It works in all applications you use every day. Lightkey's AI-Powered word predictor software can learn your typing patterns and predict up to 12 words, including punctuation marks. This will allow you to write emails four times faster, with more confidence. Lightkey's AI-Powered spelling technology provides real-time suggestions to correct misspelled words. Lightkey's built-in vocabulary will allow it to learn and offer spelling corrections that are specific to your vocabulary. Lightkey covers over 60 content areas, including technology, finance, law and academia. Lightkey's deep learning context analysis capabilities will help you find the most relevant terms. Lightkey natively supports MS Office Outlook Word & PowerPoint, Word & PowerPoint, and Google Chrome apps Gmail WhatsAppWeb, LinkedIn Messenger, and Google Chrome apps Gmail. Lightkey Anywhere to benefit from predictive text

Task Management Software. Your team will be organized with the most important tasks. Your team will be more productive if you assign small, clear tasks that are always completed. Powerful features such as online signatures. Trusted By Over 8,000 Teams. It's easy to accomplish small, simple tasks that get done. Today, critical tasks can come from many directions, on different platforms and from different people. These tasks often require the help of others to be completed. GetBusy's task-management software keeps your work in order, makes it easy to find what you need, and prioritizes it. Task Management. Imagine your team knowing the who, what, and when of every message. Client Requests GetBusy doesn't limit you to your team. You can send tasks to anyone, anywhere, just like an email. Signatures. You can exchange and sign legally binding documents for a fraction of what you would pay for dedicated signature tools. File Requests How do I track down a file? As clear tasks, request confidential files. It's much safer than email.

It makes life easier. Automatically sync Google Sheets with your business systems. Our solution automatically connects, automates and shares live data in Google Sheets so that your reports, dashboards and insights are always up-to-date. One click connects Google Sheets with any source system. Automatically sync data from all sources with your spreadsheet. Slack and email alerts allow you to monitor your spreadsheets. The modern data stack is missing a link with Coefficient. The IT team, as well as sales and marketing teams, are still the data gatekeepers that business users need to access the data they need. This can slow down projects, produce unsatisfying data sets, and reduce trust in data. Coefficient is the solution. Coefficient allows business users to access and analyze the data that they need, whenever they need it, in any spreadsheet platform they choose. Any member of the team can now access a new category or spreadsheet to unlock more potential with their data.

A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. Sales Build your own CRM Manage compensation plans Track products and inventory Marketing Manage content calendars Plan launches and events Create budgets for it all Product Plan roadmaps and releases Track bugs and issues Organize research and feedback Finance Create project budgets Build connected models Share financial statements HR Build your own ATS Manage onboarding and reviews Create hiring plans IT Track and manage assets Create a ticketing system Manage facilities

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.

Base64.ai, the leading AI solution without code, understands documents, images, and videos. One solution for all documents including IDs and passports, invoices, forms, checks, and more. 400+ integrations to third-party systems without code in under an hour. Add new document types and business rules. Command AI to suit your needs. OCR, data extract, and integration are all completed in under 3 seconds for most document types. Most document types have an extraction accuracy of 99%. Base64.ai gets better with each document. Base64.ai is available via API, RPA, scanners, mobile apps, web, and other partners. Our document reviewer team verifies your results instantly 24/7 to ensure 100% data extraction accuracy. Detect and remove sensitive data such as names dates and document numbers. Base64.ai has been a partner of many leading organizations in automation.