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What is DocPoint?

DocPoint is an all-encompassing document management system designed for businesses of any size, providing an effective and budget-friendly way to make the shift toward a paperless operation. It features capabilities for large-scale information capture and offers instant access to vital documents and records, which promotes seamless information sharing across the organization. By managing a wide array of physical paperwork, digital files, and email communications, DocPoint proves to be adaptable enough to meet the diverse needs of various departments. Additionally, it empowers users to maintain their established workflows while effectively capturing and retrieving substantial volumes of information, thereby boosting productivity and organizational efficiency. This adaptability makes DocPoint a crucial resource for businesses aiming to upgrade their document management practices, ensuring that they remain competitive in a digital landscape. As a result, companies can streamline their operations and focus more on their core objectives.

What is 360 SmartDocs?

360 SmartDocs is a comprehensive document generation tool that is fully integrated within Salesforce, tailored for teams that handle extensive document workflows. It can be installed effortlessly through the Salesforce AppExchange, eliminating the necessity for external integrations, middleware, or user data entry. This application empowers users to merge real-time data from both standard and custom Salesforce objects into meticulously designed Word templates, allowing them to create polished PDFs or Word documents with just a single click. The built-in Word Template Builder comes with advanced features like conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels), as well as image merging capabilities, all enabling sophisticated document automation without the need for any programming expertise. For organizations that require significant document generation, the bulk document generation functionality allows teams to efficiently handle entire lists or report outcomes at once, greatly minimizing repetitive tasks during busy periods such as month-end or large marketing campaigns. Furthermore, all documents generated can automatically sync with Google Drive, providing seamless access and organization. This all-in-one solution not only streamlines workflows but also enhances overall efficiency in document management for teams across various sectors. By adopting 360 SmartDocs, organizations can significantly improve their productivity and focus on their core missions.

Media

Media

No images available

Integrations Supported

Hyperfish
Salesforce

Integrations Supported

Hyperfish
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$60 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Do-It! Software

Date Founded

2002

Company Location

United Kingdom

Company Website

www.docpoint.biz

Company Facts

Organization Name

360 Degree Cloud Technologies Private Limited

Company Website

360degreecloud.com/product/smartdocs/

Categories and 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

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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