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Description
Are you in search of user-friendly applications for generating Salesforce documents? With seamless integration into Document Generation Software, Document.do allows users to produce rich PDFs or Salesforce Docs in just a matter of minutes. Let's explore its standout features!
Key Advantages of Utilizing Salesforce CRM Document Generation Software include:
1. Pre-Designed Templates
2. Editorial Capabilities
3. Simple Integration with Google Chrome
4. Automation of Various Document-Related Tasks
5. Generation of Report Documents
6. Rapid Sharing Options
According to Cloufi, Document.Do stands out as the premier Document Generation Software available online, providing a swift and efficient onboarding process through its intuitive process builder and document editor. Users can easily create vital business documents such as invoices, contracts, reports, and agreements, ensuring a streamlined workflow for all documentation needs. This capability not only enhances productivity but also improves collaboration among team members.
Description
Portant combines the functionalities of Docusign and Zapier, streamlining the creation of robust document workflows using your preferred tools. It offers an effortless way to automate essential business documents, making contract eSigning a breeze. Simply choose a Google Doc agreement template, insert an eSignature placeholder, and let your contract signing process run on autopilot. Additionally, it allows for the generation of bulk invoices; just select a Google Sheet with your invoice data, pick a Google Docs invoice template, and produce 10, 100, or even thousands of invoices in one go. With every submission of a Google Form, an incident report PDF is instantly created and sent out via email. Transform Google Forms into PDFs by selecting a form, tagging a Google Doc or Slides template, and generating PDFs from the submitted responses. Portant can dynamically create documents whenever a form is filled out or a spreadsheet is modified, ensuring efficiency in your workflow. As a comprehensive document automation tool that seamlessly integrates with your existing applications, Portant allows you to focus on what truly matters in your business operations.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Salesforce
Zapier
Integrations
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Salesforce
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$42 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloufi Technologies
Founded
2017
Country
United States
Website
cloufi.com
Vendor Details
Company Name
Portant
Country
United States
Website
www.portant.co
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates