Business Software for Docusign

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Single Point provides all the tools operators and brokers need to run their business. We not only promote an operator's fleet, but also provide features that help brokers keep customers happy. Our platform allows operators and brokers to send quotes and manage customer interactions from a single user-friendly software. We know that every business has their own tools and processes. We offer customization options that seamlessly integrate with existing systems. We can customize our platform to meet your specific needs, whether you prefer Excel or Google Sheets or use scheduling software, airport pricing calculators, or quoting tools. This allows you to maintain a smooth workflow and use the tools that you are already familiar with, while still enjoying Insta Charter's extensive features.

You're tired of spending hours on end managing the environmental health and safety processes in your organization. Manual or complex reporting systems and usability issues, as well as a lack of worker engagement, are preventing you from achieving a safer, more sustainable workplace. EHSwise is the revolutionary software that will revolutionize your EHS practices. In today's fast paced business environment, work takes place everywhere. EHSwise was designed to meet the needs of today's workforce by offering seamless mobility across multiple devices. Your team can securely access EHSwise on their smartphones, laptops, and tablets whether they are working remotely, on-site, or in the field.

Claude is already part of your day. FlowMate is what lets it stop stopping at advice and actually get things done. Say what you want done once, in your own words, and it keeps happening without you rebuilding it every time. You decide how hands-off it gets. Trigger a flow yourself right inside Claude when you need it now. Set it to start on its own when something happens in the background. Or have it draft the work and hold for your okay before anything goes out. Either way it reaches into the apps your team already uses across sales, support, ops, and HR, and keeps a record of every run so nothing happens without you being able to see why.

InvisaClaim stands out as the premier all-in-one revenue platform, leveraging AI to enhance Revenue Cycle Management by streamlining denial management, appeals, prior authorizations, and compliance with the No Surprises Act for billing companies and RCM teams. Users can upload or utilize a live feed to submit denial letters or 835 ERAs, allowing the AI to swiftly extract essential patient information, CARC/RARC codes, CPT/ICD-10 codes, amounts, and deadlines, subsequently generating tailor-made appeal letters for over 30 payers in just one minute. The system comprises various modules, including a Denial Workbench, NSA/IDR for eligibility verification and QPA capture, Prior Authorization, Pre-Check AI, A/R aging, NPPES NPI verification, deadline alerts, and a comprehensive audit trail. In addition, InvisaClaim seamlessly connects with your clearinghouse and EHR systems, boasting integration partnerships with notable entities such as Change Healthcare/Optum for features like ERA, eligibility checks, claim status, and prior authorizations, while Availity integration is currently underway and Waystar facilitates Provider Access Requests. Furthermore, strategic EHR collaborations with Athenahealth are in the works, alongside the implementation of a FHIR R4 layer for interoperability with Epic and Cerner systems, ensuring a robust and flexible service. With a commitment to security, InvisaClaim adheres to HIPAA compliance and holds SOC2 certification, demonstrating its dedication to maintaining the highest industry standards.

Topline is a cloud-based AI growth platform built specifically for high-trust service companies looking to streamline operations, automate revenue workflows, and improve client acquisition through a combination of AI technology and human expertise. The platform centralizes sales, marketing, communication, analytics, booking campaigns, CRM functionality, website management, and integrations into a single operating system designed to reduce operational complexity and fragmented tool stacks. Topline’s AI agents automate key business functions including customer support, lead qualification, outreach, campaign management, forecasting, and performance analysis while adapting to the unique workflows and priorities of each business. Businesses can deploy specialized AI agents such as Front Desk Agents for customer communication, Outreach Agents for personalized lead engagement, Marketing Agents for campaign optimization, and Insights Agents for forecasting and business intelligence. The platform helps organizations improve response times, automate repetitive tasks, personalize customer experiences, and generate more consistent revenue opportunities without requiring extensive manual management. Topline also combines AI capabilities with expert-led implementation and support services, helping businesses deploy automation confidently while maintaining operational oversight and service quality. Integrated analytics and reporting tools provide organizations with actionable performance insights while consolidating data from multiple systems into one centralized platform. The system is designed to support service-based businesses that want to reduce reliance on disconnected software tools, agencies, and inefficient workflows while improving operational clarity and scalability.

Trainerize is a specialized personal training software available on both web and mobile platforms, tailored for fitness professionals, trainers, health clubs, and their clients. User-friendly and straightforward, Trainerize enables fitness experts to monitor nutritional plans, design individualized training programs for clients, and engage in real-time communication with members. Integrating Trainerize into your training offerings can transform your approach to fitness by providing versatile options for online, face-to-face, and hybrid training, ultimately boosting your revenue opportunities. The platform boasts features like two-way messaging, automated reminders, activity dashboards, and more, allowing you to foster communities, celebrate achievements, and maintain a strong connection with your clients. By leveraging these tools, trainers can enhance client satisfaction and improve overall outcomes in their fitness journeys.

Cloud Elements is an API integration platform that connects software as a Service (SaaS), digital enterprises and the applications used by their customers or partners. Cloud Elements offers 115+ pre-built integrations that allow users to quickly build client-facing connections to internal solutions through powerful API integration. Cloud Elements offers formula management, resource management and element-builder functionalities. It also provides a repository of integrations that can be grouped by type of service, such as accounting, finance and customer relationship management.

Osiris is an intuitive and user-friendly funeral home management software developed by Funeral Directors Resource. With a team of dedicated professionals who have firsthand experience as funeral home owners, Osiris aims to streamline operations and minimize the labor required to manage a funeral home effectively. It can be accessed through the Apple App Store and Google Play for Android users, offering a comprehensive suite of features such as obituary creation tools, case documentation, a photo archive, a contract database, aftercare options, automated case numbering, receipt generation, and many additional functionalities. By leveraging these tools, funeral directors can enhance their workflow and improve the overall service provided to families.

Unily is the employee experience platform at the heart of your digital workplace that powers better work for everyone. Key benefits of Unily - Gives every employee a face with rich employee profiles, integrated with Azure Active Directory - Drives engagement with enterprise social networking across desktop and mobile devices - Improved productivity by centralizing access to apps and tools around the digital workplace through a personalizable menu

Enhance your event planning and management experience with Brushfire, which provides comprehensive solutions suitable for events of various types and sizes. The platform includes features such as ticketing, registration, virtual events, and dedicated event applications. With Brushfire, you can fully brand, design, and tailor your events, utilizing features like conditional registration fields, options for both individuals and groups, a variety of payment plans, and assigned seating arrangements. Additionally, a user-friendly mobile and iPad check-in application enables you to register attendees upon arrival, utilizing QR code scanning or facilitating quick in-person sales. For added convenience, a self-service kiosk option is available, allowing guests to check in or purchase tickets independently. The powerful reporting dashboard provided by Brushfire empowers you to oversee reservations, manage customer support inquiries such as refunds or seat adjustments, and access all event analytics from a centralized location. Furthermore, with integrations available for marketing platforms like HubSpot and Mailchimp, you can effectively promote and sell your events with ease. Overall, Brushfire streamlines the entire event management process, ensuring a smooth experience from start to finish.

ASC Contracts is a robust contract lifecycle management (CLM) solution designed for enterprises, facilitating the automation and simplification of various contract types including HR, buy/sell, and employee agreements, along with their associated management requirements like negotiations, templates, and clause libraries. This reliable and scalable platform removes process inefficiencies, enables flexible contract creation, provides immediate access to contracts and reports, incorporates barcode security for documents, and automates workflows and notifications for approvals. Accessible on nearly any device, ASC Contracts empowers organizations of all sizes to enhance the creation and oversight of contracts and legally binding documents, ultimately driving efficiency and compliance in their operations. Additionally, its user-friendly interface ensures that teams can easily adapt to the software, maximizing productivity and minimizing training time.

Contract Advantage by Great Minds Software, a contract management software suite, was specifically designed to solve problems for a wide variety of industries. The core products, which include Contract Advantage WebPro, Contract Advantage WebElite, and Contract Advantage WebEssentials, are: This fully integrated contract management tool is comprised of three core products (i.e. Contract Advantage WebEssentials WebPro, Contract Advantage WebPro, Contract Advantage WebElite). It allows users to easily track details such as parties, terms and conditions, due dates, deliverable (action), and other documents. The main features include document management, contract management, document assembly, detailed history audit trail, multilayered security, and many more.

ASC Forms is an online solution designed for managing forms and records, enabling organizations to securely generate and capture a wide range of information through customizable online forms or records from submission to secure database storage. This versatile system boasts a dynamic forms and records generator featuring intelligent components like dropdown menus, checkbox and radio button selections, date pickers, and the ability to add rows for more comprehensive data entry. Furthermore, the forms and records can be integrated with existing systems to enhance input efficiency and visibility across different business functions. Users can create dynamic forms and records through a user-friendly wizard that supports various document types and delivery formats. Additionally, the platform allows for online data entry with integrated approval processes and workflows based on specific rules. It also provides the option to save drafts of incomplete forms or records, allowing users to return and finalize their submissions at a later time. This flexibility ensures that organizations can efficiently manage their data collection processes while maintaining a high level of security and usability.

ASC Pricing and Quoting is an online platform tailored for the management of configure, price, and quote (CPQ) processes, emphasizing RFPs, RFIs, RFQs, sourcing, procurement activities, and collaborative negotiations. It enhances the sales and pricing experience by automating and overseeing the requirements for sales configuration, along with calculations for pricing and promotions that are tailored to customers, channels, volumes, and specific products. This platform encompasses the entire lifecycle of contract management from buy-side to sell-side, including processes like quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). By leveraging ASC Pricing and Quoting solutions, organizations can streamline, enhance, and automate their pricing and tender management, as well as their sales and product configuration processes, leading to increased efficiency and improved accuracy in their operations. Overall, ASC Pricing and Quoting stands as a comprehensive solution for businesses looking to optimize their pricing strategies and negotiation efforts.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

PracticeLeague RazorLex Law firm management solution offers a range of legal business solutions that enable agility in law firms around the world. Transform your law practice, streamline your workflows, manage clients, get easy cloud access, and better collaboration, and become Future-Ready. Integrated Law Practice Management Platform RazorLex is the most comprehensive and true Practice Management Solution for all Law Firms; small or large. With a proven track record and multiple integrated modules, RazorLex allows firms to track and manage their resources and profitability effectively.

ULTIMATEforms allows anyone to create and maintain business solutions easily without writing a single line. FORMS THAT WORK To create modern business solutions, you only need your browser PowerApps should not be used for your forms Modern mobile-ready forms available with optional external access Flexible form structure with dynamic and flexible forms Column permissions and custom validation guidelines Repeated sections, relationships, and drilldowns ADVANCED BUSINESS LOGIC Control the flow of information, and enforce your business rules Simple Actions can replace complex workflows Simplely implement complex business processes Integrate data into a variety business applications Advanced list search capabilities with saved presets Combine data from multiple sources into one view REPORTING AND VISEUALIZATION Simplify decision making by increasing visibility, communication, and analytics You can create advanced alerts with your own email templates Data can be represented as color-coded, printable

HR that simply works. Built to support organisations of all sizes, Sympa enables HR teams to streamline processes, connect systems and drive growth. From daily HR operations to managing workforces across multiple countries, Sympa combines employee data, workflows, reporting, payroll integrations and AI-powered capabilities in one platform. Designed for organisations with multiple business units, Sympa manages complexity behind the scenes. Its open API and extensive partner ecosystem make it easy to support country-specific requirements while maintaining a single source of truth across the organisation. As business needs evolve, Sympa provides the flexibility to adapt. Whether restructuring organisations, adopting AI securely or preparing for new legislation, Sympa helps organisations navigate change with confidence. With more than 20 years of HR expertise in the Nordics, backed by local implementation and customer success teams, Sympa supports organisations in building better HR together.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

Folderit helps organizations keep documents searchable, controlled, and audit-ready. The platform combines OCR search, metadata, version control, audit trails, reminders, previews, and secure access with workflows for approvals, acknowledgements, reviews, and e-signing. For more advanced use cases, Folderit supports retention automation, document numbering, API integrations, eForms, SSO, and granular access management. It is designed for companies that want structured document control without sacrificing usability, and it also supports Single-Tenant and On-Premises deployment options for stronger governance needs. Folderit’s current trust and compliance positioning includes ISO 27001 certification, Cyber Essentials certification, and logical tenant segregation in its shared cloud environment.

Tribepad is the trusted tech ally to smart(er) recruiters everywhere, making it miles easier and faster to find, assess, nurture, hire, and onboard great people. Our simple, flexible recruitment software takes hiring headaches away – like endless admin, missing data, frustrated candidates, sluggish managers, spiralling costs – so you can get back to what you love. Helping people find careers they love. Combining ATS, CRM, assessment, video screening, compliance, onboarding, and analytics with a fully-integrated, ethical AI assistant, Tribepad’s talent acquisition platform is a springboard for fairer, faster, better recruitment for everyone. We’re the only enterprise ATS in the UK that’s B-Corp certified, and we’ve earned heaps of awards and recognitions, including Best ATS for Enterprises and Tech Company of the Year. We were also proud to be recognised as a Core Leader in the 2025 Fosway 9-Grid™ for Talent Acquisition. Combining excellent tech with a robust partner ecosystem and brilliant customer success offering for every customer, Tribepad has more than 30-million users. Our recruitment platform is the trusted partner to organisations like Hotel Chocolat, cardfactory, Greggs, Tesco, Subway, DFS, Met Office, and Home Bargains. Our customers have achieved results like: doubled fill rate; slashed time-to-offer by 75%; increased hard-to-hire applications by 150%; reduced compliance time by 62%; increased ethnically diverse hires by 122%. But it’s what’s behind those numbers that matters. Because jobs are never just jobs. The right opportunity changes lives; you change lives. That’s what it’s all about – and the right talent tech is a springboard for better for everyone.

The Mortgage Cadence Platform (MCP) delivers two dynamic solutions—MCP Enterprise for fully customizable lending operations and MCP Essentials for a streamlined, budget-friendly approach. Designed with cutting-edge technology and a sleek, intuitive interface, MCP offers unmatched adaptability and connectivity. Its extensive API suite ensures effortless integration with specialized tools, fostering seamless collaboration with partners and third-party platforms. Experience automated processes, user-friendly design features, and responsive HTML5 technology for a smooth experience on any device. Powered by ACE (Adaptive Configuration Efficiency), MCP enhances automation, delivers deep analytics, and provides real-time data insights to optimize every stage of the lending journey. Supported by Mortgage Cadence’s deep industry knowledge, MCP redefines mortgage lending by improving efficiency, ensuring compliance, and elevating customer experiences. Explore how MCP can transform your lending operations and drive sustainable growth.

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

An event's most important aspect is to provide a memorable, safe, and seamless experience for attendees. Momentus Technologies (formerly Ungerboeck) software Event Planning features ensures that the venue and organizers are on the exact same page. This allows them to work together so that no details get lost. Collaboration with organizers can increase their satisfaction and ensure that all tasks are completed on time. Our online platform allows organizers to collaborate with each other. This means there are no missed deadlines, tracking down documents, or trying to figure out what the next steps are in the event planning process. You can make your customers' event planning easier and more enjoyable by allowing them access to view documents, review and pay invoicing, view registrants, and order items such as catering, furniture, and AV equipment.