Best Document Management Software for Zoho CRM

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Adobe Document Cloud, which includes the best PDF and electronic signature solutions in the world, makes manual document processes digitally efficient. Your team can now quickly take action on documents, workflows and tasks across multiple screens and devices. You can access your PDFs anywhere you are and share them with anyone. Acrobat DC allows you to review a report from your smartphone, edit a proposal from your tablet, and add comments in a presentation right from your browser. You can do more without losing a beat. Adobe Sign makes it easy to create, route, sign, and maintain all-digital signature workflows. Businesses can simplify onboarding new employees. Individuals can quickly get their applications approved. Multi-step processes can be completed faster than ever.

Paperflite is a platform for managing sales collateral and marketing content. Paperflite allows marketing teams to organize, curate and distribute their content to customers success teams, channel partners, and sales teams. Paperflite provides real time engagement analytics on both internal and external user interaction with content. This allows sales reps to prioritize leads and know when to follow-up. Paperflite is compatible with leading CRMs and Marketing tools, and is available across all devices.

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.

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.

Top-industry analysts and peer review websites have recognized it. Zoho Sign allows you to securely sign, send, manage and control your documents from anywhere. You can digitally sign documents and email them to others. Zoho Sign provides military-grade encryption and the highest level data security. It complies to the most recent e-signature laws, ESIGN or eIDAS. You can define the signing order for multiple recipients and control who receives and signs your documents. Our comprehensive audit trail allows you to track every step of the document signing process. Get instant notifications and alerts about the status of each document. Save time and effort by creating personalized templates that you can use for all your future needs. With customized logos, emails and other means, incorporate your brand image into your documents.

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.

Acrobat Sign is the only eSign tool that includes all the features of Adobe Acrobat. Sign documents using Acrobat PDF from any device, mobile or desktop. Signing is easy for your recipients -- no need to download or sign up. Adobe Scan is a free mobile app that allows you to scan and upload PDFs. Join 500,000 organizations that are elevating customer experience through electronic signature software and features of Acrobat PDF. Adobe makes it simple for you to create PDFs, edit them, collaborate on them, esign and share them, from any device. Choose from a variety of scalable document-signing solutions to meet your business needs – with or without PDF management features. Acrobat Sign is Microsoft's preferred electronic signature solution. It integrates with Microsoft's most comprehensive suite of apps, allowing you to send and sign PDFs from the app that you are currently using.

A cloud-native, feature-rich, comprehensive solution that transforms static PDFs into interactive experiences for both the sender AND the receiver. pdfFiller is a single place to store, audit, search, esign, and audit documents and forms.

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.

Signeasy is now part of the Recommended Google Workspace Apps, a select group of market-leading third party applications that help Google Workspace customers work together and get more done. You can find the Recommended for Google Workspace label to see which Google Workspace Marketplace apps have been rated more secure, reliable, or well-integrated with Google Workspace services. Signeasy API is designed for developers who want to integrate eSignature capabilities in their core workflows. With our easy-to integrate API platform, you can quickly create custom eSignature workflows on your site or application. Signeasy also integrates with popular productivity tools such as Microsoft Teams, Google Workspace, Microsoft Teams, Outlook and many others, allowing developers to create end-to-end workflows. Signeasy's rich API endpoints allow you to have complete control over the eSignature of your documents.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

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.

Securely collect signatures anywhere, anytime -- without the hassle of messy paperwork. Automate your manual tasks using Jotform Sign. Create and customize your ideal forms once and send them as many times as needed. Add your form fields, assign roles to signers, and collect signatures easily. Our flexible document structure saves time. Add your document to an approval process, then upload the signed documents instantly to your cloud storage account using our powerful online storage integrations. Jotform Sign inbox allows you to keep track of the status of your documents. You can receive instant notifications about signer action, send reminder emails and download signed documents from one central location.

An easy-to-use, robust content security and enterprise digital rights management system. Get started today with our cloud-hosted subscription or contact our team to find out how you can implement it in your business as part your overall content strategy and workflow process. Vitrium Enterprise Content Security Software protects all your video, image, and document content files for secure and controlled distribution. You can enjoy the highest level of encryption while still providing seamless access to your customers. Get amazing insight with detailed analytics reports. Clients, students, and employees don't need any plug-ins or apps to view the secured content. They can access it from any device at any time.

Give your constituents the information and services they need to succeed. Find out how to make Digital Government a reality. The GovOS Short-Term Rent Solution is a complete software suite that is supported by industry experts and enhanced support. With a multitude of use cases focusing on community and economic impact of short-term rentals, the GovOS Short-Term Rental Solution offers compliance, registration/permitting, tax collection and a 24/7 complaint hotline. Studio empowers agencies to digitize forms and go paperless. This will change the way citizens interact with local government. GovOS Studio is used by all US governments to transform paper documents into online services. This reduces processing time, improves transparency, eliminates errors, and ensures smooth government business. GovOS Cloud Search offers a Google-like interface for searching land records. It also has advanced search options.