Your business runs on documents Automate it with WorkFlow

Initiate the document workflow from your CRM, from URL in an email or a web page, from WorkFlow management application, or trigger it automatically by schedule or data changes in your applications.

Assemble multiple documents into a dynamic logical package based on business rules, recipient details, and document data.

Avoid errors and wasted time by having the data from CRMs, databases, and spreadsheets to fill the document fields.

Documents are sent to specific recipients based on the document data, previous signatories, and business rules. For example, any travel expense over 10K needs CFO approval.

Update records in CRM, databases, and spreadsheets with the data from the documents.

Attach signed documents to the corresponding records in CRM and other applications.