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What is Stoatify?
Stoatify is a robust and secure document management platform designed to cater to a diverse range of users, including individuals, families, freelancers, teams, and large organizations. By integrating a multitude of features such as document capture, organization, full-text search, sharing options, electronic signatures, workflows, and access management into one cohesive solution, it simplifies the document handling process. Users can save their documents in either a personal or shared Vault, which is organized through a structured system of folders, categories, and tags, while employing OCR technology for effective full-text search that identifies content within scanned documents and PDFs. Moreover, the platform boasts rules-based auto-tagging and trigger-driven workflows that enhance efficiency by automating repetitive filing tasks, along with built-in e-signatures that utilize customizable templates for ease of use. Access permissions are carefully regulated at the object level through designated organizational roles, alongside per-document Access Control Lists (ACLs), all backed by a thorough organization-wide audit log ensuring accountability. Additionally, a well-documented REST API equipped with scoped API keys allows for smooth integrations with services like Zapier, Make, and n8n, as well as providing options for outgoing webhooks. Users benefit from the convenience of native applications available across web, iOS, and Android platforms, allowing seamless access to their account data and documents on any device, thereby significantly enhancing their overall experience. Ultimately, Stoatify's comprehensive approach strives to make document management both efficient and user-friendly, promoting productivity for all its users.
What is Formlio?
Formlio transforms the proposal creation landscape by providing a no-code platform that allows teams to craft dynamic, web-based proposals instead of sticking with conventional static PDFs. Users can design polished, client-ready documents by utilizing a range of professional templates alongside customizable content blocks, which include various components like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing details, charts, approvals, and e-signatures.
With the capabilities of Formlio, conveying crucial information about project scope, service packages, pricing alternatives, optional add-ons, timelines, deliverables, and proof of work becomes a more captivating experience for prospective clients. The platform also offers interactive quoting, enabling prospects to explore options and see real-time updates on totals, while integrated approval systems and e-signatures streamline deal progression directly within the proposal itself.
After sending out a proposal, teams can take advantage of extensive proposal analytics that track engagement metrics such as the number of views, how long clients spend on the proposal, approval statuses, and interactions. Ultimately, Formlio seeks to empower service-oriented businesses to conserve valuable time, improve the quality of their presentations, reduce unnecessary back-and-forth communication, and attract more clients. By optimizing the proposal process, Formlio allows teams to concentrate on what is truly important—cultivating relationships and finalizing deals, ensuring that their efforts lead to meaningful outcomes.
Media
No images available
Media
No images available
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$0/month
Free Trial Offered?
Free Version
Pricing Information
15
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
StoatWorks Software Inc.
Date Founded
2026
Company Location
Canada
Company Website
www.stoatify.com
Company Facts
Organization Name
Formlio
Date Founded
2025
Company Location
France
Company Website
formlio.com
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
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control