Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
DocsCloud helps you create web forms, generate filled documents, get the documents signed & publish documents on almost anything. With DocsCloud: 1. The users can create online forms with conditional logic & customization. The forms can be used directly or embed them in your business applications. 2. The DocTemplate module allows users to generate the filled business documents, either by mapping them with the Form Builder or using the third-party integration. 3. Use DocSignature to send, track & manage (along with the audit trail) the documents for esignatures. You can define the sending sequence i.e. sending the document to all recipients at once or in a sequence. 4. DocShare allows you to host documents about everything from product docs to knowledge bases, help books, faqs & policies.
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