ExactDocs Description
ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.
ExactDocs Alternatives
Docmosis
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
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Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
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Barracuda Cloud-to-Cloud Backup
Quickly and effortlessly locate and recover the precise data you need with a newly revamped user interface that is accessible from any location with internet access. It is advisable to utilize third-party backup solutions for your Office 365 data, as recommended by Microsoft. Barracuda Cloud-to-Cloud Backup provides rapid backup processes, exceptional granular restore features, and unparalleled user-friendliness. You can safeguard all your data across Teams, Exchange, SharePoint, and OneDrive, opting for either complete or granular restoration based on your requirements. Since your Office 365 data is already stored in the cloud, maintaining secure, encrypted backups within the same network enhances performance and allows for instant scalability. Barracuda Cloud-to-Cloud Backup empowers you to restore data from Teams, Exchange, SharePoint, and OneDrive either in its entirety or with meticulous detail. With comprehensive support for SharePoint, you can back up and restore all components, including various site templates, custom lists, permissions, and associated metadata, ensuring that nothing important is overlooked. This flexibility in data management provides peace of mind and enhances your overall backup strategy.
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DocSales
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
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Pricing
Pricing Starts At:
$9.95 per user per month
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
Solentive Systems
Year Founded:
1993
Headquarters:
Australia
Website:
www.exactdocs.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Online Support
ExactDocs Features and Options
Document Generation Software
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
ExactDocs Lists
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