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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocMastR is much more than just a straightforward document management solution; it functions as a comprehensive enterprise information and knowledge management system. This platform not only organizes documentation but also facilitates connections among project teams through efficient document handling. It allows for seamless access to documents across the entire organization, encompassing clients, vendors, and suppliers, ensuring that everyone involved has the necessary information at their fingertips. The system effectively manages all client and vendor documentation through transmittal management, and it features an Automated Master Document Register (MDR) for streamlined oversight. Additionally, its Look-Ahead reports play a crucial role in proactively notifying document owners of impending deadlines, aiding in the strategic planning of their workloads. Conversely, late reports prompt a reactive approach, highlighting documents that may either have unrealistic forecast dates requiring adjustment or are overdue due to delays from clients, companies, or vendors in creating or reviewing necessary documents. Furthermore, Greenbook Technology enhances the capabilities of project management with features like automated databook generation and customized reporting options, making it a versatile tool for various project needs.

Description

Implement optional late fees for invoices that feature diverse term types such as Daily, Weekly, 15 days, and Monthly. Easily generate credit notes with just a few clicks, utilizing shortcuts for their creation and application. Each document will have distinct actionable boxes for credit notes to enhance organization. Seamlessly produce a Delivery Note from an invoice with a single click, and share or print Delivery Notes with the same ease as any other document. Make a lasting impression on your clients by selecting from a range of industry-specific watermarks that enhance the professionalism of your paperwork. Professional Invoicing allows you to offer discounts on products, which can be applied at the item level or invoice level, with options for pre-tax or post-tax calculations. Capture client signatures both online and offline to streamline approvals. Establish a unique identity for your business by printing a custom company seal or signature. Maintain precise records of time and work completed through timesheets, and incorporate time logs into documents to accurately bill your clients. This comprehensive invoicing system ensures that every aspect of your financial transactions is managed with efficiency and professionalism.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ParrotCode

Founded

2010

Country

Canada

Website

www.parrotcode.com

Vendor Details

Company Name

Vegantaram Technologies

Founded

2014

Country

United States

Website

www.professionalinvoicing.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Alternatives

Alternatives

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