Average Ratings 8 Ratings
Average Ratings 22 Ratings
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Description
AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income.
With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks.
AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.
Description
ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP.
Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
3CX
No
Asio by ConnectWise
No
Autotask PSA
No
Avalara
No
BrightGauge
No
ChatGPT
Yes
CloudRadial
No
ConnectBooster
No
Datto RMM
No
Integrations
Salesforce
Yes
3CX
Yes
Asio by ConnectWise
Yes
Autotask PSA
Yes
Avalara
Yes
BrightGauge
Yes
ChatGPT
No
CloudRadial
Yes
ConnectBooster
Yes
Datto RMM
Yes
Pricing Details
Free Plan Available
Free, Standard, and Enterprise plans are available and designed for small and midsized organizations.
All plans include 5 hours of free professional services to set up your first template.
All plans include 5 hours of free professional services to set up your first template.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AI Docs, Inc.
Founded
2018
Country
United States
Website
www.aidocs.com
Vendor Details
Company Name
ConnectWise
Founded
1982
Country
United States
Website
www.connectwise.com/platform/business-management/cpq
Product Features
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
Yes
Specialty Contracts
Yes
Version Control
No
Workflow Management
Yes
Quoting
Automated Quoting
Yes
Catalog Management
No
Client Portal
Yes
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
Yes
Proposal Management
Yes
Territory Management
Yes
Training Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
