FileInvite
Content Snare
Oracle Bharosa
Clustdoc
Kount Complete
Sanction Scanner
DocuSign
KYC Portal
SmartDocuments
Templafy
Documentero
Conga Document Generation
Docmosis
officeatwork 365
PandaDoc
HotDocs
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients โ 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.
SmartControl gives you access to the created templates in one single management environment. In this environment, rights are granted to authorized employees and regulating who has access to which document is easy. With SmartControl, you create various integrations and stay in control of the creation and quality of all your outgoing documents.
In the SmartEditor, your template managers create the document templates. This environment also determines which data can be entered via the Q&A screen later. Think of an address, the (current) date, a salutation, or even whole paragraphs. You create the questions in the editor and drag and drop them into the document template, meaning no technical knowledge is required. The SmartEditor also applies your corporate identity, which can only be changed by assigned administrators.
FileInvite SmartDocumentsFileInvite is particularly recommended for professionals and businesses in sectors such as finance, legal, real estate, insurance, and any other industries where there is a frequent requirement to request, collect, and manage documents from clients or stakeholders in a secure and organized manner.
SmartDocuments's answer:
30+ years helping large organizations have brought us a wealth of knowledge and expertise we bring towards every project we do. Our software has been updated with this knowledge, being able to handle complex document templates but also high volumes in short time. Stability of software is one core pillars as hundreds of thousand people rely on our software on a daily basis.
SmartDocuments's answer:
We bring Experience how to efficiently create documents from large organsations from over the globe with high security standards and high demands. We have sharpened our tool and reimagined how to build documents more efficiently.
SmartDocuments's answer:
โWhy make things more difficult than they need to be?โ It was with this attitude that Marco Drost started SmartDocuments in 1994. Convinced that document automation results in greater efficiency, he worked hard to build smart software solutions. Our goal is to provide organizations with simple and flexible software that enables them to create documents and manage templates with minimal effort, using trusted programs, working smarter, faster, and completely compliant with their corporate identity.
SmartDocuments's answer:
SmartDocuments's answer:
Working for large organizations that are document heavy users
Content Snare - Document collection for accounting firms, mortgage brokers, law firms, and professional services. Auto-saves, auto-reminds, ISO 27001 certified.
Templafy - Document assembly & management software
Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.
Documentero - Turn your documents into templates that can generate .docx or .pdf documents using shareable forms or API
Clustdoc - Clustdoc is a professional Client Onboarding and Verification Software.
Conga Document Generation - Every document has big potential to help push your business forward. Unleash that potential with Conga's engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you.
