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What is Document.do?
Are you looking for easy-to-use applications that can help generate documents for Salesforce? With its smooth integration with Document Generation Software, Document.do enables users to create high-quality PDFs or Salesforce documents within minutes. Let’s delve into its exceptional features!
The primary benefits of using Salesforce CRM Document Generation Software include:
1. Ready-Made Templates
2. Editing Features
3. Easy Integration with Google Chrome
4. Automation of Various Document Tasks
5. Creation of Report Documents
6. Quick Sharing Options
As highlighted by Cloufi, Document.do is recognized as the top choice for Document Generation Software available online, offering a quick and straightforward onboarding experience through its user-friendly process builder and document editor. Users can effortlessly produce essential business documents like invoices, contracts, reports, and agreements, which fosters a more efficient workflow for all documentation requirements. This functionality not only boosts productivity but also enhances collaboration among team members, making it an invaluable tool for any organization. Additionally, the ability to customize templates further allows businesses to maintain brand consistency across all their documents.
What is Docsie?
Docsie is a renowned digital documentation and knowledge management platform located in Ontario, Canada, recognized for its excellence. This platform is accessible via a SaaS web application, allowing users to create and modify documentation from virtually anywhere. Users can then publish their content to an interactive knowledge portal that is available for access at any time, ensuring that information is always at hand when needed.
Docsie is equipped with robust business-grade features designed for effective product documentation management, which includes:
- A pilot onboarding service featuring portal design assistance and workforce training
- Options for both internal and external knowledge bases
- The ability to create multiple workspaces
- Portal analytics and feedback through Docsie Vocally
- A custom domain available even on the free tier
- Compatibility with Markdown
- The Docsie Editor, offering rich formatting and content embedding capabilities
- iFrame support
- The ability to import using SwaggerAPI
- Access to both built-in and customizable document templates
- Provision for help center deployment and an in-app help sidebar
- The option to share guided tours and utilize our builder Chrome extension for content creation
- Management of multiple versions and languages, along with a history of changes made
- Webhook integration with Mattermost, Slack, and various other platforms
- Ghost AI for language translation and ongoing development of generative AI capabilities
- Project management tools that include kanban boards and task creation
- Comprehensive security with RBAC, JWT, and SSO for user management and data protection, ensuring that all aspects of documentation are well-managed and secure.
Media
No images available
Integrations Supported
Airtable
Bitbucket
CodeSandbox
Figma
Files by Google
GitHub
GitHub Gist
GitLab
Google Drive
Google Maps
Integrations Supported
Airtable
Bitbucket
CodeSandbox
Figma
Files by Google
GitHub
GitHub Gist
GitLab
Google Drive
Google Maps
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$39 per month (annual)
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
Cloufi Technologies
Date Founded
2017
Company Location
United States
Company Website
cloufi.com
Company Facts
Organization Name
Docsie
Date Founded
2018
Company Location
Canada
Company Website
www.docsie.io
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Software Documentation
Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support