Average Ratings 4 Ratings

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design
support

Average Ratings 0 Ratings

Total
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support

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Description

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Description

Tailored document management solutions to suit your organization's needs. Allocate less time to handling physical documents and more time to driving your business forward. Experience the convenience of swift access to all your information. Effortlessly search, retrieve, and share files without the hassle of paper. Ensure timely document routing to the appropriate individuals. Get started quickly with ready-to-use technology. Receive comprehensive setup, training, maintenance, and continuous support to empower your team. A reliable system is essential for keeping documents organized. PaperTrail is a robust electronic document management system that efficiently supports and streamlines your vital business processes. Reduce the time spent on paperwork and enhance your focus on process management. Automate operations to ensure compliance while boosting overall efficiency. With customizable workflows and advanced form capabilities, you can route incoming documents to kickstart necessary procedures. Gather essential information for tailored reporting and intelligent searches to make informed decisions. This solution not only simplifies document handling but also transforms the way you manage your business operations.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint Yes 
Airtable Yes 
Box Yes 
Capsule Yes 
Dropbox Yes 
Google Cloud Platform No 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Keap Yes 
Microsoft 365 No 
Microsoft Outlook No 
Pipedrive Yes 
Salesforce Yes 
SmartAdvocate Yes 
Stackreaction Yes 
Trello Yes 
Zapier Yes 

Integrations

Microsoft SharePoint Yes 
Airtable No 
Box No 
Capsule No 
Dropbox No 
Google Cloud Platform Yes 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Keap No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Pipedrive No 
Salesforce No 
SmartAdvocate No 
Stackreaction No 
Trello No 
Zapier No 

Pricing Details

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Trial Yes 
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 Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Docubee

Founded

1991

Country

United States

Website

docubee.com

Vendor Details

Company Name

Egis Software

Founded

1993

Country

South Africa

Website

www.papertrail.co.za/

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Class Registration

Calendar Management No 
Confirmation/Reminders Yes 
Discount/Coupon Management No 
Online Registration Yes 
Onsite Registration No 
Payment Processing No 
Surveys & Feedback Yes 
Wait List Management No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

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

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Onboarding

Course Management Yes 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook Yes 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management Yes 
Self Service Portal No 
Task Management Yes 
Tax Forms Yes 
Training Management Yes 

Vaccine Management

Adverse Reaction Reporting Yes 
Alerts / Notifications Yes 
Appointment Reminders Yes 
Billing No 
Communication Tools Yes 
Dose Tracking Yes 
For Governments Yes 
Immunization Proof Yes 
Inventory Management No 
Predictive Analytics No 
Scheduling No 
Virtual Waiting Room No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Workforce Management

Budgeting & Forecasting No 
Contractor Management No 
Employee Lifecycle Management Yes 
Labor Projection No 
Performance Appraisal Yes 
Recruiting Management No 
Scheduling No 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce No 

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

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 No 
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 

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