Average Ratings 4 Ratings

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Average Ratings 0 Ratings

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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

The Ultimate Workflow Management Software. Streamline your essential business functions today. With happierFlow (Workflow Management System), effortlessly design workflows that mirror your vision, whether they are straightforward tasks like business card requests or intricate multi-level procurement processes. You can establish conditions, triggers, deadlines, and multi-tier approval systems to create sophisticated workflows within happierFlow. Our user-friendly drag-and-drop builder simplifies the creation of tailored workflows, enabling you to select from various templates, conditions, and triggers for a seamless experience. Let us handle all the technical intricacies while you benefit from intuitive, actionable workflows that range from simple to complex. Stay organized and efficient with automated process workflows that eliminate wasted time and enhance ROI. Additionally, you can schedule tasks with reminders to ensure nothing slips through the cracks throughout your day, thereby optimizing your productivity and efficiency even further.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airtable Yes 
Amazon S3 Yes 
Box Yes 
Capsule Yes 
Clio Yes 
Dropbox Yes 
Gmail Yes 
Google Calendar Yes 
Google Drive Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
KonnectzIT Yes 
Microsoft SharePoint Yes 
OpenAI Yes 
Pipedrive Yes 
Salesforce Yes 
SmartAdvocate Yes 
Zapier Yes 

Integrations

Airtable No 
Amazon S3 No 
Box No 
Capsule No 
Clio No 
Dropbox No 
Gmail No 
Google Calendar No 
Google Drive No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
KonnectzIT No 
Microsoft SharePoint No 
OpenAI No 
Pipedrive No 
Salesforce No 
SmartAdvocate 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 Yes 
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 No 
iPad App No 
Android App No 
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) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Docubee

Founded

1991

Country

United States

Website

docubee.com

Vendor Details

Company Name

happierWork

Country

India

Website

happierwork.com/happierflow/

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

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

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