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Description
Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications.
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
Yes
API Access
Has API
No
Integrations
Docusign
No
Gmail
No
Google Cloud Platform
No
Google Docs
No
Google Drive
No
Google Sheets
No
Google Workspace
No
Oracle BPM Suite
Yes
PowerSchool
Yes
SAP Business One
Yes
Integrations
Docusign
Yes
Gmail
Yes
Google Cloud Platform
Yes
Google Docs
Yes
Google Drive
Yes
Google Sheets
Yes
Google Workspace
Yes
Oracle BPM Suite
No
PowerSchool
No
SAP Business One
No
Pricing Details
$360
Optix systems range from CLOUD SaaS based to perpetual on premises and everything in between
Free Trial
No
Free Version
No
Pricing Details
$42 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Mindwrap
Founded
1988
Country
United States
Website
www.mindwrap.com
Vendor Details
Company Name
Portant
Country
United States
Website
www.portant.co
Product Features
Data Extraction
Disparate Data Collection
Yes
Document Extraction
Yes
Email Address Extraction
Yes
IP Address Extraction
No
Image Extraction
No
Phone Number Extraction
No
Pricing Extraction
No
Web Data Extraction
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
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
No
Version Control
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
No
Information Governance
Yes
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
Yes
OCR
Batch Processing
Yes
Convert to PDF
Yes
ID Scanning
No
Image Pre-processing
No
Indexing
Yes
Metadata Extraction
Yes
Multi-Language
No
Multiple Output Formats
No
Text Editor
No
Zone Selection Tool
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
