Business Software for Docusign

Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management. Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements. Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it. New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.

Managing contracts well requires more than signing them — it requires staying on top of what happens afterward. Renewal dates get missed. Auto-renewal clauses trigger charges nobody approved. Contracts end up spread across inboxes, shared drives, and individual memory, with no single source of truth. Contractpedia was built to solve this. At its core, Contractpedia is a centralized contract management platform: every contract a business holds — vendor agreements, software subscriptions, insurance policies, leases — lives in one searchable system, with each contract assigned an owner and tracked against its renewal and notice-period dates. Automated alerts notify the right people well ahead of key deadlines, giving teams time to renegotiate, cancel, or plan rather than react too late. Contractpedia also supports broader company and vendor management, so teams can see not just individual contracts but how they connect across departments, suppliers, and budgets. A real-time dashboard surfaces upcoming obligations and overall contract spend at a glance, useful for finance and operations teams alike. For signing, Contractpedia integrates with DocuSign, keeping e-signature and contract management connected rather than handled in separate systems. Designed specifically for small and mid-sized businesses, Contractpedia offers the structure of enterprise contract management software without the enterprise price tag, at €19.99 per user, per month.

Create, review and edit PDF Documents with this full-featured PDF editor available for Windows, Mac, and Linux. PDF Studio is easy to use and a dependable substitute for PDF editors such as Adobe® Acrobat®. It contains all the PDF features and tools needed at a much affordable price, maintaining full compatibility with PDF standards. PDF Studio Standard Features: -Create PDFs -Scan to-PDF -Annotate and markup PDFs -Precision Measuring Instruments -Fill in and Save PDF Forms -Secure Documents -Append/Delete Pages -Create Watermarks, Headers, Footers -Loupe, Pan & Zoom, Rulers, etc... -Document Storage Integrations -DocuSign Integration -Supports PDF 2.0 standards PDF Studio Pro Features: -All features in Standard, Plus... -Interactive Form Designer -OCR (Text Recognition). -Content editing (Text and images) -Redact & Sanitize PDFs -Compare PDFs -Optimize PDFs -Digitally Sign PDFs -Advanced Imposition

Fortva is a comprehensive cloud-based platform for document management (DMS) and contract lifecycle management (CLM), designed to assist organizations in efficiently organizing, securing, and overseeing their documents and contracts in a centralized location. The platform facilitates every stage of the lifecycle, from document creation and collaboration to approval, e-signatures, and long-term storage. Key features encompass workflow automation, version control, redlining, audit trails, and the capability for secure sharing of sensitive information. By leveraging AI-driven OCR and data extraction technologies, Fortva streamlines various processes and provides valuable insights. It also prioritizes data security and compliance through zero-knowledge encryption, role-based access controls, and single sign-on (SSO) features. Moreover, its ability to integrate seamlessly with popular tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier further enhances its utility by linking documents to essential business workflows. This comprehensive approach ultimately empowers businesses to manage their documents and contracts more effectively and securely.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Contract Corridor serves as an advanced Contract Lifecycle Management (CLM) solution aimed at assisting organizations in the creation, negotiation, approval, storage, and oversight of contracts throughout their entire lifecycle. The platform simplifies pre-signature processes, which encompass activities like request intake, template-driven drafting, clause standardization, negotiation, version comparison, approvals, and obtaining signatures, while also handling post-signature responsibilities by utilizing automated alerts and notifications for significant milestones, extracting metadata, configuring workflow routing, maintaining audit trails, and generating reports. With its secure repository, Contract Corridor acts as a centralized source of truth for various entities, regions, and contract types. It is fully compatible with Microsoft 365 applications including Word, SharePoint, Teams, and Outlook, promoting seamless teamwork without causing duplication or disrupting workflows. In addition to boosting visibility and safeguarding revenue, Contract Corridor minimizes risks, enhances compliance, and equips organizations to make quicker, data-informed decisions. This comprehensive platform ultimately transforms the way contracts are managed, fostering efficiency and collaboration across the board.

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

6clicks offers a straightforward solution for establishing your risk and compliance program, ensuring adherence to various standards such as ISO 27001, SOC 2, PCI-DSS, HIPAA, NIST, and FedRamp, among others. Numerous organizations rely on 6clicks to effectively automate their risk and compliance initiatives, facilitating processes like audits, vendor risk assessments, incident management, and policy enforcement. Users can effortlessly import standards, regulations, and templates from a vast content library, leverage AI-driven tools to minimize manual effort, and connect 6clicks with over 3,000 familiar applications. Designed to cater to businesses of all sizes, 6clicks is also utilized by consultants through a premier partner program that includes the option for white labeling. Founded in 2019, the company has expanded its presence with offices located in the United States, the United Kingdom, India, and Australia, continually evolving to meet the needs of its diverse clientele.

BrandWide is an AI-powered, enterprise-ready franchise management platform built to help franchisors grow faster, simplify operations, and support franchisees at scale. Manage the entire franchise lifecycle from one connected system—from franchise development and onboarding to training, royalty management, compliance, audits, and ongoing franchise operations. Accelerate franchise sales with AI-powered outreach and automation, streamline onboarding with structured checklists and project tracking, and keep every location trained and aligned through a built-in LMS. Give your corporate team complete visibility across the franchise network with a centralized, AI-powered intranet, automated compliance tracking, simplified audits, and flexible royalty management for even complex payment structures. BrandWide also equips franchisees with a complete business-in-a-box, including local marketing, CRM, communication, and operational tools designed to help every location perform at its best. With web and mobile access, API integrations, enterprise scalability, and dedicated 24/7 support, BrandWide gives franchisors the technology and control they need to scale with confidence.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

PRODUCTIVITY SOFTWARE Rambox is a digital workspace organizer that 🚀 boosts productivity for professionals who use web apps frequently. It centralizes all your apps, making it easy to organize and access frequently used applications in one place. 80K+ users across 5,000 companies of all sizes choose Rambox worldwide to simplify their workspace. Select from our list of 700+ apps which you want to use and organize them into different workspaces. You can have multiple sessions of WhatsApp, Gmail, Slack, etc. and stay signed. Workspaces With over 700 pre-configured apps, you can instantly add them to your workspace, including: - Gmail - Google Apps - WhatsApp - Facebook - iCloud and much more And if your app isn't listed, no problem - you can add any custom app in a few easy steps. Rambox synchronizes app configurations and can disable notifications across all devices in the user dashboard, automatically hibernating inactive apps to free up memory. Plus, users can apply CSS styling and JS code to improve each app's design and performance. Other features include: dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts.

Flexible work is on the rise. The ultimate OS for temp work. Offering an end-to-end solution for staffing/recruitment agencies, stadium event management and Businesses employing temp workers. Ubeya has developed a SaaS B2B platform that brings the tech revolution to the world of temporary jobs. Ubeya connects businesses that manage flexible workers, and allows them to manage, outsource, rate and pay their entire workforce. It bridges the gap between staffing firms, businesses and shift workers by automating and optimizing work processes, scheduling, communication, payroll and compliance. With Ubeya’s technology, workers finally feel the belongingness to the company they work for. This boosts their connection to the business and makes them more accountable in every task they tackle. Ubeya platform unifies scattered communication channels, increases workers’ retention, and reduces no show rate, to reshape flexible work experience. Ubeya’s platform helps hundreds of businesses worldwide become more resilient and adaptive to change, resulting in growth, operational excellence and happy workforces. Ever wondered how a huge operation like the O2 Arena stadium manages their work? Ubeya provides everything they need.

CREDITONLINE is an integrated software platform that manages loan business operations. It enables organizations to connect and integrate all parties in a state of the art lending ecosystem. Our solutions were developed in close collaboration with software developers and lenders business professionals who have more than 10 years experience in fintech. It is a great fit for retailers, alternative lenders, and financial institutions. Our future-proof technology and trusted partnerships make it easy, fast, and cost-effective for you to expand your services and increase the number of clients. This will allow your business to grow and reinvigorate at any stage of its business life-cycle. CREDITONLINE is the best choice for enhancing such business activities like Loan Origination, Leasing and Refinancing.

Qorus Integration Engine® is the only transaction-sure automation platform for enterprises to simply connect their in-house, cloud and operational technology. Combining easy configuration of business processes with fault tolerant orchestration and error recovery, Qore helps enterprises meet the challenge of rapidly bringing new services to market in a time of increasing innovation and industry change. Qore is trusted by world leading companies to help them reimagine their business processes and innovate faster. Qorus includes AI automation, fault tolerant workflows, native Python - Java language integration, and a data provider API that automatically introspects and interfaces with any system independently of the underlying API or integration technology. Qorus is available as both a paid enterprise edition and a FREE, fully functional community edition.

Activate IAM serves as a comprehensive Enterprise Identity Operations platform that streamlines the automation of identity approvals, provisioning, fulfillment, and lifecycle modifications across various systems, including Microsoft Entra, Active Directory, ServiceNow, and other enterprise applications. By effectively managing the operational activities initiated by identity changes—such as joiner, mover, and leaver (JML) processes—Activate facilitates business and IT approvals, provisioning, deprovisioning, and fulfillment across an array of systems. This platform is specifically designed to complement existing identity management solutions, enabling the execution of identity and access decisions through automated workflows that engage multiple stakeholders. Furthermore, Activate is adept at supporting intricate and hybrid enterprise environments, where identity processes go beyond mere account creation to encompass the entire operational lifecycle of non-human identities, like service accounts, bots, and AI agents. Overall, Activate IAM not only enhances efficiency but also ensures robust identity governance across diverse organizational frameworks.

Comprehensive IP software for any portfolio size. You can manage a small portfolio, but it's growing, or complex IP licensing and contract management. This affordable solution will empower your team and save you time and stress. The most flexible and comprehensive set of tools available. Start with what you want and then add and configure tools as you need them. You have a growing IP portfolio, but not enough money to build a large system. Software that is cheaper than the big players, but still has all the capabilities you require. Our software is trusted by hundreds of organizations to manage their IP. We have a proven implementation process, 24/7 data access, and professional support. Your company's IP portfolio keeps growing. A product can be at risk if it is missed by one deadline. There is no room for error. Your external counsel bill is increasing exponentially when you could spend it elsewhere.

PDF Studio Viewer is a multi platform document reader that is dependable and very simple to operate. PDF Studio Viewer has the ability to annotate documents and fill documents that are interactive. To experience an upgraded version of this product, you can check out PDF Studio Standard and PDF Studio Pro. Features included in PDF Studio Viewer: -Display PDFs with high fidelity -Annotate & Markup PDFs -Fill & Save Forms -Render Digital Signatures & Layers -Advanced User Interface -Advanced Print & Search Options -Document Storage Integrations -DocuSign© Integration

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Foxit PDF Editor is a comprehensive PDF solution that enables users to create, edit, review, collaborate on, secure, organize, export, OCR, and eSign PDFs across desktop, mobile, and web. Built for business professionals, it provides intuitive workflows and enterprise-grade functionality, integrations, and deployment capabilities at a cost-effective price point. Available in PDF Editor and PDF Editor+ editions, the platform supports everyone from individual users to large organizations requiring advanced collaboration and security features. Included with Foxit PDF Editor, Foxit DMS keeps files organized, secure, and under control throughout their lifecycle.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.