Docusign Integrations

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Business practices are evolving. The essential capacity to engage virtually with citizens, entrepreneurs, and contractors is now more important than ever. Discover how citizenserve can assist you in this transition. Experience hassle-free, well-organized, and smartly detailed solutions for licensing applications and renewals. Picture a scenario where concerns about code violations are always addressed, coupled with complete mobile accessibility for inspectors. Facilitate online permit applications, processing, and payments for both citizens and contractors from remote locations. Optimize and simplify the processes for application, review, resubmittal, public notifications, and hearings. Automatically direct online citizen inquiries to the relevant department or individual, ensuring that no request is overlooked. With these solutions, you can enhance efficiency and provide a better service experience for your community. This innovative approach not only saves time but also fosters a more connected and responsive environment.

akoyaGO offers the premier software solution designed to optimize efficiencies and maximize impact. Improve fundraising with donor segmentation and development. Increase efficiency with automated grantmaking. Manage relationships with our robust CRM. Guarantee compliance and accuracy with comprehensive fund accounting...all delivered in one single solution. ALL-INCLUSIVE Fully integrated end-to-end platform, from relationship management to fund accounting. CUSTOMIZABLE Configurable technology to accommodate the unique needs of your foundation. Because, once you’ve met one foundation, you’ve met one foundation. INDUSTRY EXPERTS Team rich in foundation as well as software expertise for best-in-class support. DASHBOARDS Access and visibility to data in real-time. POWERED BY MICROSOFT 365 Utilizes tools already familiar with including Excel, SharePoint, and Outlook. MOBILE FRIENDLY Access to your data; whenever and wherever. AUTOMATED WORKFLOWS Streamlines day-to-day workflow, minimizing touchpoints and processes. CLOUD BASED Hosted on Azure for reliability and security. EASE OF USE Functionality designed by foundations for foundations. UNLIMITED USERS One solution.

Our Front Office staff recruitment software can be configured to match any of the recruiting workflows. It is an end-to-end solution that can source, engage, place, and place the best candidates in the shortest time possible. You can improve your business relationships and give your candidates and customers what they want. TargetRecruit, the world's number one platform for staffing and recruitment, has revolutionized the way that firms manage and accelerate the candidate and customer lifecycles. Our Middle Office is the command centre for timesheets and pay and bill. It bridges the gap between front office and back office payroll and accounting systems and provides centralized visibility, speed, and control. Our dashboards and reports provide real-time information to our customers, allowing them to spot trends early and make data-backed decisions for the company.

Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user. The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software. Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online. Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.

Experience is crucial when managing construction loans that are not only safe but also efficient and profitable. Land Gorilla stands out as the unique construction finance software provider that actively utilizes its proprietary technology on a daily basis for overseeing construction loans. Our pace of innovation significantly outstrips that of typical software developers, ensuring our clients gain early access to cutting-edge technological developments in the industry. By adopting our solutions, you can offer transformative product experiences that will impress your customers and reduce the expenses associated with construction loan management. Embrace this opportunity to enhance your services and stay ahead in the competitive market.

eCourtDate is a multilingual platform enhancing court and law enforcement efficiency. It reduces missed court dates with reminders via text, email, and calls, and simplifies fine payments with a user-friendly payment system, including partial options. The service includes emergency alerts, juror management with online tools, and a secure portal for victims to track case progress. Additionally, it offers data dashboards for informed legal decision-making.

Outlaw is a modern contract management system that streamlines the contract lifecycle of organizations. It can be used to generate templates, redline in the cloud, and even eSign. The platform combines transformative technology with a modern user interface to help users speed up contract cycles, streamline negotiation and improve workflow productivity. Advanced Template Editor, Encrypted smart fields, Contract Activity Audit Log and Cloud-based redlining are some of the features. Other features include Word/PDF export, Version History, Date/Time Stamped Mobile ESigning, Secure Cloud storage, and many more. Outlaw supports seamless integrations with third-party tools such as Box and Salesforce, so users can do more from what they already have.

Axonius gives IT and security teams the confidence to control complexity by providing a system of record for all digital infrastructure. With a comprehensive understanding of all assets including devices, identities, software, SaaS applications, vulnerabilities, security controls, and the context between them, customers are able to mitigate threats, navigate risk, decrease incident response time, automate action, and inform business-level strategy — all while eliminating manual, repetitive tasks.

dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software.

Amp Impact by Vera Solutions, a Salesforce-based solution that helps organizations achieve impact in over 100 countries. Amp Impact was built on the common needs of hundreds of digital transformation projects. It allows organizations to trade in complicated spreadsheets for an integrated technology solution. Amp Impact brings together data from across grant or program lifecycles to provide holistic insights that help inform decisions and transform programs.

Document Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto.

Flectra has more than 10,000 users and is the fastest-growing Open Source ERP/CRM software. Flexible, feature-rich and cost-effective open-source ERP systems that are flexible and modular. They cover all essential aspects such as CRM, Purchase, CMS and Project Management. The next generation of business management software.

MediaOS is a comprehensive CRM and publishing platform tailored to maximize revenue for publishers by integrating all essential tools under one roof. With features like intelligent ad sales management, customizable reporting, and advanced audience engagement strategies, MediaOS ensures that publishers can easily manage their ad operations, track campaigns, and build valuable relationships with their audience. The platform empowers businesses to implement paywalls, newsletters, and targeted content to convert casual readers into paying subscribers. Fast to set up and simple to use, MediaOS accelerates your publishing operations, delivering immediate results with minimal complexity.

Transform your organizational processes with SmartSimple Cloud, an adaptable digital solution that simplifies complex operations—from grant distribution and scientific research administration to government programs and corporate giving initiatives. This comprehensive platform empowers global organizations with sophisticated data management capabilities, real-time collaborative features, and strategic analytics, all secured within a customizable framework that grows with your enterprise.

Hyperlex, a SaaS contract management platform, allows you to streamline and accelerate your contracting processes. It is used by over 10,000 professionals in 40 countries. Our mission? Our mission is to help you "zenify" how you manage contract lifecycles. All documents are centralized in the Cloud and dematerialized. They are accessible from anywhere, anytime. With its experience of more than 10 million documents and more than 20 terabytes of multilingual data collected, our Hyperlex solution is now adopted by more than 100 companies around the world. Among them, large groups such as TotalEnergies, Rakuten, BNP Paribas, The Paris Chamber of Notaries, Réseau Entreprendre, Zadig & Voltaire and Ladurée.

ContraxAware Cloud-based Contract Management Software is highly secure and centrally managed. Unlimited documents and data can be stored. ContraxAware's powerful search tools will allow you to locate any contract in seconds. ContraxAware maintains secure servers, automated backups and updated OS, as well as security control software. You won't lose any contract, and you won't lose any sleep. All this is included in our monthly, per user pricing. You can increase visibility by centralizing all your contracts in one secure database that is accessible from any device at any time. In seconds, you can find any contract. Permission-based user access allows for you to limit the number of contracts that a user can access, and the level of access they have. Upload all your standard contract templates to the ContraxAware Contract Templates Library to enforce contract compliance and standardization.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce. Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding. Personalized document workflows: fulfil your organization’s needs using pre-defined options. Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images. Exert full control over users' editing rights for all document sections and tasks. Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity. Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!

Transform your workspace into a dynamic hub for managing intricate deals. Utilize mutual action plans that foster accountability among prospects and guarantee that no critical steps are overlooked. Centralize all information for seamless access and ensure that clients follow through on their commitments. Automated email notifications serve to remind clients, stakeholders, and team members about their next steps, keeping everyone aligned. With everything consolidated in one location, you can eliminate the hassle of sifting through endless email threads and spreadsheets. This dedicated space is designed for both you and your clients, allowing for accurate forecasting of deal outcomes. You can easily monitor the progress of your deals without the need for complicated reports, enabling proactive engagement when necessary. Replicate the success of your top representatives by implementing repeatable playbooks, and promote optimal performance across every deal with reusable templates that ensure consistency in results. The system is designed to seamlessly integrate into your current workflow, as Recapped works with platforms like Salesforce, Dropbox, Google Drive, and many others, enhancing your productivity without disrupting your established processes. By streamlining these operations, you empower your team to achieve their goals more effectively than ever before.

Streamline your operations and drive growth with LeadSimple, the CRM designed specifically for professional property managers. With LeadSimple, you can effectively document, automate, and adhere to a structured sales process, ensuring that every lead receives timely follow-up. If you're in need of a sales framework and templates, take advantage of LeadSimple's expertly crafted PM Owner sales workflows. The platform keeps a comprehensive record of all communications—whether calls, emails, or text messages—equipping you and your team with the essential context whenever it is needed. Consolidate all your leads into a single system, fostering teamwork and ensuring that no opportunity slips through the cracks. By utilizing immediate call and SMS notifications, you can significantly enhance your chances of closing deals by promptly engaging with new leads. Additionally, the platform offers an extensive suite of reporting tools focused on agents, marketing performance, growth metrics, and more, empowering you to make informed, data-driven choices. Collaborate with experienced consultants to develop your customized sales playbook, recruit and onboard your next Business Development Manager, and gain entry to ScaleClub, the ultimate sales mastermind community designed for continued growth and success in your field. With LeadSimple, you're not just managing properties; you're creating a thriving business ecosystem.

Treat each customer as if they are your very first one to foster a strong relationship. By doing so, you can resolve a higher number of cases, enhance support efficiency, and elevate overall customer satisfaction. It is essential to consolidate your multi-channel support into a unified platform to streamline operations. Automate the processes for case creation, assignment, and resolution entirely, making it simpler for team members to collaborate effectively, which will lead to faster case resolutions. Additionally, transform frequently asked questions into a comprehensive knowledge base available on a self-service portal, which will help to lessen case volume and allow your team to concentrate on more intricate issues. Leverage Vtiger’s help desk insights to gain real-time visibility into your team's performance and make informed, data-driven decisions. By visualizing key metrics such as case resolution time, team workload, and customer satisfaction ratings, you can quickly pinpoint bottlenecks and address them more swiftly. Furthermore, schedule regular reports to turn raw data into actionable insights, enabling you to swiftly tackle common help desk challenges and continuously improve your service quality. This proactive approach not only enhances team productivity but also leads to a better overall experience for your customers.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Knowliah leads the way in providing cutting-edge AI-driven software solutions for Enterprise Legal Management (ELM). Our innovative platform assists legal departments of all sizes in efficiently capturing, organizing, and delivering crucial information. We offer a modular system designed to streamline key legal processes such as Contract Lifecycle Management (CLM), Matter & Spend Management, Litigation Management, Entity Management, and Third Party Risk & Compliance Management. Our platform also features advanced analysis and reporting capabilities, empowering businesses to identify potential opportunities and risks. With Knowliah, you can optimize your legal operations and stay ahead in the ever-changing legal landscape. Our intuitive interface can be tailored to meet your specific needs, and our robust security and privacy features provide peace of mind. No matter if you're a small business or a large corporation, Knowliah's ELM & CLM solutions enable you to showcase the value of your business. Furthermore, our solutions have received recognition from industry leaders Gartner and Forrester in their latest reports.

Address even your most intricate tax returns with utmost assurance and effectiveness. Cater to a diverse array of clients by managing multistate filings, K-1 forms, consolidated corporations, and additional complexities seamlessly. The software supports essential forms such as 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Enhance both accuracy and productivity through automated functions for calculations related to depreciation, amortization, and debt forgiveness, among others. Access pertinent guidance whenever necessary with a simple click, ensuring your workflow remains uninterrupted. Accelerate data entry processes with straightforward access to all forms and an intuitive worksheet-based layout. Effortlessly monitor any outstanding client information and submit requests online with a single click, allowing you to save an average of 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns into individual filings or across business returns, resulting in an average time savings of 29 minutes. Rely on sophisticated diagnostics that automatically identify errors or oversights, providing additional reassurance in your work. This comprehensive approach not only streamlines the tax preparation process but also enhances your overall client service experience.

Access free legal documents tailored for startups and focus on what truly matters—growing your business. With Avodocs, you can minimize legal distractions and streamline your processes. For GDPR compliance, a robust GDPR Policy is essential. If you're launching a SaaS venture or developing an application, AXDRAFT can assist you in crafting a privacy policy that adheres to both GDPR and California data privacy regulations. Furthermore, when establishing your SaaS business or app, AXDRAFT can also help you generate customized Terms of Service by simply answering a few straightforward questions. Non-Disclosure Agreements (NDAs) are crucial for maintaining confidentiality in today’s secretive business environment, and AXDRAFT allows you to create a personalized NDA swiftly. Additionally, a Memorandum of Understanding can be useful in laying down fundamental agreements before diving into significant projects with potential partners, ensuring everyone is aligned from the start. With these resources at your disposal, navigating the legal landscape becomes significantly easier.

API Fuse is an embedded platform solution that's designed for software companies. API Fuse's zero code integration platform allows anyone in your company to quickly respond to end user integration requests, without increasing your development backlog. Your customers can connect their apps directly within your software or webpage

Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.

Plumsail Documents will save you from wasting your time copying and pasting data into documents. The product provides a tool to create automatically the documents you need with data from systems you use every day. Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier. These are the challenges Plumsail Documents is able to solve: - data collection - document creation - the e-signature collection - automated document delivery - integration and sync with CRM, ERP, and databases All of it!

ezidox™ is a highly acclaimed platform designed for businesses to streamline the collection, verification, and secure storage of various documents from clients or third parties involved in intricate transactions. It is particularly beneficial for processes such as mortgage applications, procurement, compliance, employee onboarding, and services within government agencies. By simplifying and accelerating the document collection process for both Collectors and Senders, ezidox™ ensures that all parties are aware of their progress through meticulous tracking, along with timely reminders until everything is finalized. Additionally, the platform offers an auditable transaction history when required, enhancing accountability. With customizable features, Collectors can define document names and organize them according to their preferred workflow, ensuring efficient grouping and indexing. Ultimately, ezidox™ serves as an essential component for the growth and success of its clients' businesses. This adaptability and efficiency make it an indispensable tool in today's fast-paced business environment.

Do not sacrifice security for the sake of convenience; instead, opt to have both. Enhance your team’s capabilities effortlessly by automating identity management across your web, mobile, and legacy applications. Elevate efficiency through the integration of everyday applications with our identity management platform, fostering seamless collaboration among employees, contractors, and customers alike. Utilize pre-built integrations, Single Sign-On, and easy one-click user provisioning, allowing your team to log in to any application without passwords, all while employing multi-factor authentication for an added layer of security. Your workforce deserves straightforward access to all applications—be they cloud-based, custom-designed, or integrated within on-premise environments. It is vital that high standards in identity management are not reserved solely for Fortune 500 companies; you can achieve top-tier security and accessibility features that safeguard your business, enhance your operational efficiency, and conserve precious time. When an employee attempts to access a cloud application, their login is ensured to comply with our established access policies, promoting a secure digital environment for all users. Security and convenience can coexist, creating a robust framework for your organization’s identity management needs.

Select from an array of advanced methods to authenticate the identities of signers. DocuSign Identify offers a range of options for organizations seeking to verify signers in ways that go beyond the typical approach of clicking a link sent via email. Fully embedded within DocuSign eSignature, DocuSign ID Verification allows clients to securely confirm the identities of signers before they access any agreements. This service accommodates government-issued photo identification and European electronic IDs, scrutinizing the security features of the documents while ensuring that the name on the agreement matches the one on the ID. Once verification is completed successfully, the signer can access the agreement and proceed with signing as normal. You can opt for an identity verification method developed by DocuSign, choose a reliable partner of DocuSign, or even implement your own solution through an API. This approach fosters a smooth, integrated experience for identifying and signing documents, all within the DocuSign platform. Additionally, it helps meet compliance standards such as KYC/AML (Know Your Customer/Anti-Money Laundering) or eIDAS, thereby minimizing fraud risks and enhancing security measures. In this way, organizations can ensure that their signing processes are both effective and trustworthy.

OleaERP is a comprehensive ERP/CRM software solution tailored for businesses of all sizes, enabling them to oversee their operations ranging from Supply Chain Management and Customer-Driven MRP to advanced production scheduling, sales and distribution, CRM, finance and accounting, purchasing and inventory, warehouse management, HR and payroll, project management, and analytics, while also offering extensive industry-specific solution packages. Developed collaboratively by the teams at Jesvtechnosoft in India and Brazil, a significant portion of this product focuses on the principles of Supply Chain Management and advanced planning and scheduling features. Built on a Software as a Service (SaaS) model, OleaERP facilitates the organization, printing, and management of shipping labels through its integration with over 40 major shippers globally. With OleaERP, businesses can effectively navigate every phase of the customer journey, providing a completely free ERP solution that prioritizes customer needs at its core. This innovative platform not only streamlines operations but also empowers companies to achieve greater efficiency and responsiveness in today's competitive market.

Create models at ten times the speed, link them directly to your data sources, and share insights through interactive dashboards with stunning visuals. Causal's formulas are designed to be straightforward—eliminating the need for complex cell references or cryptic syntax, and a single formula in Causal can replace dozens or even hundreds of traditional spreadsheet formulas. With the built-in scenario feature, you can effortlessly establish and analyze various what-if scenarios, utilizing ranges like "5 to 10" to grasp the complete spectrum of potential outcomes for your model. Startups leverage Causal for critical tasks such as calculating runway, monitoring key performance indicators, planning staff compensation, and crafting financial models that are ready for investors. Create eye-catching charts and tables without the hassle of lengthy customization processes. Additionally, you can seamlessly toggle between different time scales and summary formats to suit your analysis needs. Unleash the power of your data and transform the way you visualize your business metrics.

Athena Workflow is a software solution specifically designed for accounting practices, aimed at streamlining their operational processes. This task management tool helps enhance your efficiency by saving precious time and money while keeping your practice organized. With its features for job management, task delegation, and real-time updates, you can confidently complete your work promptly, catering to the unique demands of each client. Our objective is to provide accounting professionals with a North American software crafted by accountants, ensuring that the organization of accounting tasks is both effective and efficient, while securely storing various digital information. By equipping accounting firms with a comprehensive software solution, we strive to support the broader goals of most accounting practitioners and promote eco-friendly practices, ultimately contributing to the well-being of our planet. In this way, Athena Workflow not only serves as a time-saving tool but also reinforces a commitment to sustainability in the accounting industry.

Present your security program in a more efficient manner with a smart trust center designed to streamline security and compliance evaluations. Reduce the time spent on questionnaires and NDAs by an impressive 90%, while providing completed questionnaires that meet a wide range of requirements. Ensure a quicker process for filling out any tailored questionnaires, and automate NDA signing to facilitate faster approvals. Expand your security expertise and minimize the frequency of answering repetitive questions. Provide immediate access to security information for your sales and customer service teams, and maintain a searchable database of responses that can be easily copied. Effortlessly update your public trust center to enhance its relevance. Accelerate the sales cycle by a full week, leaving a strong impression on potential customers from the very beginning. Simplify procurement processes for your clients and attract new leads through your security webpage. This initiative saves valuable time for buyers, security personnel, and sales teams alike, allowing for self-service access for customers and reducing your workload significantly. Enjoy the benefits of fewer tasks, with less manual input required for reports and requests, leading to significant time savings and improved relationships with customers. Ultimately, this approach fosters a more efficient operational framework that can adapt to growing security needs.

BrokerPro freight broker software was developed by experts in transportation management. It features a partial truckload capability that allows users to divide loads and input various customers, stops, consignees, and pricing details. The software offers seamless integration with QuickBooks, simplifying the accounting process significantly. You can effortlessly produce customer invoices and settle payments with carriers automatically. With SaferWatch, users can efficiently qualify, import, and oversee carriers. BrokerPro also supports EDI formats 204, 210, and 214, ensuring real-time connectivity with your clients. Additionally, it accommodates multi-currency transactions, provincial taxes, and exchange rates, all of which are fully integrated with QuickBooks. This means that brokers in Canada and Mexico now have an economical solution tailored to their TMS requirements! You can receive payments from clients and make electronic payments to carriers with minimal fees, and carriers can expect to receive their funds in as little as two business days, enhancing cash flow efficiency. This comprehensive solution is designed to streamline operations for freight brokers all across North America.

Effortlessly engage with both internal and external stakeholders throughout the entire contract lifecycle. Utilize our extensive clause library to draft documents and generate agreements using standardized language. You can either design your own document templates or upload current ones to facilitate agreement creation. Set up workflows that automatically execute specified actions at any point during the agreement process. Collaborate in real-time with reviewers from within and outside your organization without any interruptions. Tailor the approval process for each document type to fit your organization's specific requirements. Establish either linear or parallel approval workflows for various agreements, quotes, and more. Our solution offers smooth integration with top-tier e-signature service providers. Additionally, set automated alerts based on key dates such as agreement expirations and payment deadlines. You can configure the automatic distribution of tasks to receive reminders at crucial stages of the agreement process, ensuring that nothing is overlooked. This comprehensive approach enhances efficiency and accountability throughout document management.

Klipso, a web-based event management system, is a new generation. It provides organizers with flexible tools in a single platform. Klipso's features allow you to manage your event and meet your visitors or participants, regardless of whether it is virtual, on-site or hybrid. Features: Back office management ERP Software EMS Marketing and communication CRM for both the participant and the exhibitor Landing pages and forms Website builder Analytics and reports Monetization Register Visitor personal place Placement of products Ticketing Extranet for exhibitors Virtual booths E-invitation Lead form management Matchmaking & networking Lead management Klipso leads mobile app Matchmaking criteria One-to-one meetings and visio Agenda Klipso leads mobile app Lead gen Moderation and chat via live chat Live polls Vote in the General Assembly Management tools Management of sessions and programs Virtual rooms, streaming & video on demand Features on-site

Select the approved applications from our integration library and utilize the flow builder to set up the necessary actions and fields to initiate the synchronization process. Once this is done, the communication between your applications and KonnectzIT will commence, and the platform will manage everything from that point onward. Are you feeling overwhelmed by routine tasks that, while straightforward, consume excessive amounts of your valuable time? Are you unable to focus on more significant projects because you're bogged down by these mundane responsibilities? If you're in search of a simple yet powerful solution to reclaim your time, resources, and energy, look no further. Employ our user-friendly drag-and-drop visual builder to effortlessly link applications and synchronize data between them. Depending on the extent of your automation needs, this can save you numerous hours each day. The more extensive your connections, the more time you can free up on a daily basis. Easily and efficiently automate limitless tasks with our visual connect builder, regardless of the complexity of your workflow. Our builder not only simplifies the process of connecting applications but also allows you to clearly visualize the automation setup while you're configuring the tasks, ensuring a seamless experience.

Create customized forms for your business using a no-code form builder designed for ease of use. Set specific conditions to gather the precise information you need, minimizing unnecessary communication. You can seamlessly embed any form onto your website, initiate it through an email, or quickly share a link with relevant stakeholders to accelerate results. Monitor and analyze your forms' responses and completion rates conveniently in one centralized location. Generate comprehensive reports within monday.com to delve into your data thoroughly. Automate actions to ensure requests are directed to the appropriate individuals, alert team members for final approvals, update project statuses, and more. Optimize, prioritize, and oversee incoming requests to ensure everyone can effectively follow work processes. Enhance your engagement with various audiences by effortlessly creating surveys that provide quick insights. You can easily construct any form, allowing you to transform your data into tailored experiences in just a few minutes, making the whole process efficient and impactful. This way, your business can adapt and respond to needs more swiftly than ever before.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

The ultimate browser-based work organizer is here to streamline your activities. In a digital landscape where your work can be dispersed across countless tabs and various cloud applications, Workona consolidates everything into one unified platform, ensuring that your projects are neatly arranged. You can categorize your tabs, documents, and links into specific workspaces tailored for each project. Each workspace serves as a hub, integrating all elements related to a project, including tabs, documents, notes, tasks, and resources from different cloud applications. Designed with flexibility in mind, these workspaces adapt to the fast-paced demands of contemporary work environments. Ideal for teams utilizing Google Drive, Workona seamlessly merges all your existing applications. With a centralized repository for each project, your team can concentrate on what truly matters. Workspaces effectively gather documents and links from any application, ensuring that nothing is overlooked. By bringing team processes from disparate applications into one organized space, productivity is significantly enhanced. You can effortlessly search for specific tabs or work right from your browser with pinpoint accuracy, and syncing tabs across your devices is a breeze, making collaboration smoother than ever. Ultimately, Workona empowers you to take control of your work environment like never before.

Elevate your accounts payable and receivable operations with Scrypt’s advanced AI data capture technology that offers a genuinely seamless touchless experience. While traditional data processing utilizing artificial intelligence and machine learning often demands human involvement for tasks like data entry, coding, rule writing, approvals, and more, Scrypt has transformed this process into a fully autonomous system. Our comprehensive platform for managing payables and receivables changes the game by fostering a hands-off approach to data management. By emulating human cognitive functions, Scrypt can interpret any document or image, gaining insights and executing judgment-based tasks independently. Customers who use Scrypt benefit from a highly accurate and cost-efficient method of automating AP and AR processes, achieving unprecedented scalability and adaptability. Serving as a universal invoice hub, our solution streamlines the entire accounts payable cycle, including the automatic processing of checks and remittances right through to deposit. With smarter payment solutions, Scrypt shifts accounts payable from being a mere cost center to a dynamic profit center, empowering businesses to enhance their financial operations significantly. Embrace this innovative technology to fully realize the potential of your financial processes.

Creating HR service delivery tech from an employee point-of-view, Applaud puts the employee at the center of their everyday world of work, with direct access and personalized control, helping HR do more for their people.

Our offering transcends conventional digital signatures. By streamlining the document signing process, you can effortlessly enhance your business operations. ValidSign’s fully cloud-based service minimizes errors while bolstering your legal standing. Experience the simplicity of digital signing right away. The digital signature remains our reliable solution for executing essential documents, consistently receiving high marks for user-friendliness from both signers and stakeholders. ValidSign is versatile, accommodating the signing of contracts, quotations, purchase agreements, policies, and a variety of other documents. Additionally, the need for multiple signatories to gather at a specific place or time has become a thing of the past. With digital archiving, you can effortlessly maintain your contracts in an organized manner. ValidSign is widely adopted across numerous organizations in Europe and continues to expand its reach. With an extensive array of features, ValidSign stands out as a comprehensive enterprise solution for any business. It’s a platform equipped with a multitude of functionalities ready for your use, making it an invaluable tool for modern organizations.

Roger simplifies the contract signing process, transforming cumbersome PDF workflows into a user-friendly app-like experience. Your clients can easily fill out, sign, and make payments in a unified and streamlined manner. They have the flexibility to sign from any device through email or SMS, ensuring convenience at every step. By eliminating obstacles in the signing process, Roger helps maintain the momentum of your sales. It’s designed to cater to users who dislike manipulating tiny PDFs on their phones, providing a fast and responsive experience. With Roger, clients can complete their signing in mere moments, often faster than it takes to read a few sentences. This smooth process guarantees that your agreements stay fresh and your business remains vibrant.

Responsum seamlessly integrates with your team's tools, data, and knowledge base. You can train it to utilize your playbook and best practices, which boosts overall performance, or opt for individual use. Witness Responsum in action and discover how it effectively drives results. Inadequate data can hinder team performance, but with Responsum, you’ll never have to worry about whether opportunities are current or essential forecast fields are completed. It ensures that your team takes timely actions on the most promising deals, resulting in more closed sales. Responsum understands your sales playbook and steers your team toward success without becoming a nuisance. You can effortlessly access vital data for coaching, decision-making, and ensuring your team consistently meets their targets each quarter. By breaking down your sales process into manageable micro actions, Responsum allows your team to work efficiently. Consequently, you gain precise data, valuable insights, and the reassurance that your team is functioning at its peak performance, all while fostering a culture of continuous improvement.

Consolidate and harmonize all your information from external applications into a unified source of truth to enhance every digital function within your organization. By understanding the full narrative of your data, you can uncover valuable insights that deepen your comprehension. Our automation workflow builder serves as a conductor, orchestrating your existing IT tools seamlessly. Benefit from the guidance of seasoned professionals as you navigate your path to success. We will assist you in establishing your business processes, integrating connections within your current IT infrastructure, and implementing data analysis strategies. No matter if you are engaged in automotive development, software engineering, or innovative projects, effective communication and collaboration are vital for achieving success. Equip yourself and your team with optimal tools and an environment conducive to productive work. Streamline your operations and keep your business accessible and manageable – whenever and wherever you need it. With all your data consolidated, your decision-making will become more informed and strategic, paving the way for growth and innovation.