DOC GEN . REVIEW . ESIGN
Salesforce Document LifeCycle Management
DOCUMENT GENERATION
Efficiency, Speed, and Accuracy
FEATURES
Document Lifecycle Management
Template Management
Review & Approval
eSignature
Document Generation
Template Management
Template Management
Build Templates in Google Docs
Create & edit document templates directly within Google Docs for seamless integration.
Template Approval Process
Implement a streamlined approval workflow to ensure all templates meet your standards.
Import & Reuse Templates
Easily import existing templates & reuse them to maintain consistency and save time.
Share Templates
Share templates with your team for collaborative editing and efficient distribution.
Review & Approval
Review & Approval
Review with Notes
Easily add and manage notes directly on documents, streamlining the review process.
Custom Approval Process
Configure and customize approval stages and roles to align with your specific workflow requirements.
Progress Tracker
Track and visualize document review and approval status in real-time for better oversight.
eSignature
eSignature
Built-in eSignature
Sign documents electronically directly within the app, streamlining the signing process.
Cost Savings
No need to purchase an external eSign tool and avoid paying additional costs for license or integration.
Status Tracking
Monitor the signing status of each document in real-time, with detailed updates on pending, signed, and completed stages.
Document Generation
Document Generation
Auto Data Population
Automatically fill in document fields with data from pre-defined sources, reducing manual entry & ensuring accuracy.
Single/Bulk Doc Gen
Create documents either individually or in bulk to streamline processes and improve efficiency.
Status Tracking
Monitor the signing status of each document in real-time, with detailed updates on pending, signed, and completed stages.
Any Type (PDF, Word, DOCX, etc.)
Support multiple formats like PDF, Word, and DOCX for versatile document handling.
Trusted By
