Average Ratings 13 Ratings
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Description
Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object.
Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.
Description
DoxFlowy is an innovative, no-code document automation platform powered by AI, crafted to enhance the efficiency of generating professional and compliant documents across various sectors like HR, legal, operations, and finance. This platform empowers users to automate their document workflows via dynamic templates, user-friendly data collection forms, and extensive integrations with existing software solutions. Users can either upload pre-existing documents, start new ones from scratch, or take advantage of a collection of templates approved by legal experts. Additionally, DoxFlowy automatically crafts customizable questionnaires linked to these templates, ensuring that users can create documents without errors based on their provided information. The platform also features electronic signature capabilities, offering a straightforward and intuitive signing experience that is both legally binding and compliant, all while maintaining a built-in, tamper-proof audit trail. Furthermore, DoxFlowy seamlessly integrates with leading CRMs, marketing tools, HR applications, and more, enabling the automation of the entire document lifecycle and enhancing productivity across various functions. As a result, businesses can significantly reduce the time and resources spent on document management while ensuring compliance and accuracy.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
$499 per month
Free Trial
Yes
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Docs Made Easy
Founded
2021
Country
United States
Website
docsmadeasy.com
Vendor Details
Company Name
DoxFlowy
Founded
2023
Country
United States
Website
doxflowy.com
Product Features
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
