Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.
Clinked is a cloud-based client portal & collaboration software. Allow clients, internal teams and project groups to efficiently work within branded, secure and intuitive workspaces. Increased brand recognition and productivity of Clinked will drive client retention and setup apart from competition.
DocFly (formerly PDFPro) is an online PDF editor that allows users to create, convert, edit, and secure PDFs. It includes a set of editing tools designed to fully manipulate PDF files, such as reordering and extracting pages, merging and splitting files, editing PDF text, and more. DocFly is accessible from any modern browser and securely stores all files via Amazon Cloud hosting. Files can be deleted from the database at any time.
Changepoint PPM (formerly Daptiv PPM) is an on-demand, integrated suite of PPM applications including portfolio management, project management, resource management, time & expense, document management and more.
Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.
The most cost effective way to manage your legal practice from anywhere. HoudiniEsq is one integrated suite of tools that streamlines workflow, increases productivity, helps you to provide better service, and helps build your practice. All with scalable Web-accessibility at its core.
zipBoard is a review and approval solution for digital content. It lets you annotate on documents, videos, SCORM courses, images, and web pages. Markup, record screen and collaborate faster. Sign up for free!
Start your free 15-day trial at app.zipboard.co/signup.
Zoho WorkDrive is a cloud-based file storage, sync and collaboration solution for teams which provides a secure shared workspace, Team Folders, real-time notifications, document drafting and publishing, file sharing with configurable access controls, TrueSync, versioning, analytics, and more
SuiteFiles is cloud document management designed for business efficiency, digital signing and collaboration. Share and save familiar Office 365 files and PDFs securely. SuiteFiles makes it easier and faster to work with your clients and your wider team. Integrates with XPM, Karbon and QBO.
CobbleStone Contract Insight is an advanced contract management software used by professionals to better manage contracts, agreements, and other committals. It includes features such as vendor & customer management, contract authoring with field merging from templates, and calendar tasks.
Protect your documents with security features like whitelisting and email verification, and share multiple documents with a single link using Spaces, our virtual deal room. More than 12,000 companies are already using DocSend to protect and share their business-critical documents.
PDF Compressor is a document management software that helps businesses convert documents, such as MS Word, MS Excel, and emails into searchable and compressed PDF files. The batch processing module lets teams use multi-threading methodology to process and convert multiple documents at the same time.
Dokmee is a document management solution with multiple editions available for SMBs and enterprises that can be deployed on cloud, web or on-premise. The product offers a wide range of features that include document retention & organization, file collaboration & sharing and workflow management.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite.
Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.
Kizeo Forms is a flexible tool created for field professionals of various industries. It allows users to quickly and easily create and fill out custom digital/mobile forms from any mobile device or tablet. Increase efficiency, save time and money by using the Kizeo Forms application!
Foxit PDF Software Development Kit (SDK) is a document management solution designed to help businesses of all sizes create and manage PDF files with annotations, digital signatures, form filling and security. The platform includes demos and sample codes which enable users to build a document viewer.