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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We utilize the Sofa application for digitization, offering electronic signatures along with a streamlined approval workflow and secure document storage. Whether in the office or working remotely, our solution makes the process easy and digital. This online application facilitates the swift digitization of businesses and workspaces, allowing for effective management of documents, data communications, and workflows through electronic signatures, an intuitive interface, and organized archiving. You can access it from the cloud, whether you're in the workplace or at home. Stay informed about essential topics such as circulation, approvals, document management via DMS systems, reliable digital archiving, professional services, eIDAS compliance, electronic signatures and seals, timestamps, and the optimization of business processes and workflows. Discover how to eliminate unnecessary paperwork and maximize your efficiency. An informative eBook on the paperless office is available, providing insights not only on effective digitization strategies but also on a wide range of related subjects. With just a single click, you can access everything you need, all in a straightforward and digital format. Embrace the future of work with convenience and clarity.

Description

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign

Integrations

Docusign

Pricing Details

$299.95/one-time/user
Free Trial
Free Version

Pricing Details

$15 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Software602

Country

Czech Republic

Website

www.software602.com

Vendor Details

Company Name

Paperless Online

Founded

2003

Country

United States

Website

paperlessonline.com

Product Features

IT Security

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
IP Protection
Internet Usage Monitoring
Intrusion Detection System
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

Network Security

Access Control
Analytics / Reporting
Compliance Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

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