One System for Employee Onboarding, Quotes, Contracts, Forms.
Sending critical business documents should be a breeze. Here’s how…
Easy-to-use templates at your fingertips
Create templates for your most used documents like you quotes, contracts, application forms, policies and more.
Track every document your way
You shouldn’t have to track your documents on white boards or spreadsheets.
Build your pipeline dashboards for different document types to help you track your processes just the way you’d like.
Automate your next move
Kick off a whole new document process when at the start, middle or end of another process.
For example, when your client accepts your proposal, a client onboarding form is created and sent to the client.
Or, once an employment application form is completed and approved, an employment contract is created and sent to HR for approval.
Reduce manual effort with Tasks
- Send automated notifications
- Automatically move your document to a selected status
- Wait for managerial approval before progressing a process
- Mark a job as completed
- Automatically send a document to the intended recipient
- Start a new workflow.
Request a Call Back
If you have questions or need some more information, we’ll be happy to have a brief chat with you to see how we can help.
Let us know how to reach you.
Or, Book a Demonstration
Banish excel, word/pdf, email and verbal quotes with software that’s so easy and yet so powerful, you’ll wonder how you and your team ever coped without it!