Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Offers all the capabilities of EZ-Forms-EXPRESS, along with enhanced features such as the ability to create visual forms from scratch, import scanned images and graphics, and handle PDFs. Users can utilize fixed fields, perform spreadsheet-style calculations, ensure encryption, validate entries, use pick lists, and execute overlay printing on pre-printed forms. Additionally, it supports data import and export to text files, provides command line options, and allows for on-screen typing, printing, and saving functionalities. The software is compatible with TWAIN-compliant scanners and grants access to millions of documents, including forms, contracts, proposals, and reports, making it both quick and user-friendly. It also includes an advanced DataBase Engine for efficient forms management and offers tools for filling, printing, and viewing export-related documents such as Pro Forma Invoices, Commercial Invoices, Packing Lists, and Certificates of Origin, ensuring a comprehensive solution for document handling.
Description
Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Pricing Details
$20 per month
Free Trial
No
Free Version
Yes
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EZ-FORMS
Website
www.ez-forms.com
Vendor Details
Company Name
Paperless Online
Founded
2003
Country
United States
Website
paperlessonline.com
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes