Ratings and Reviews 19 Ratings
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Ratings and Reviews 33 Ratings
What is UnForm?
UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry.
For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
What is TemplatesGo?
Bid farewell to the monotonous chores of printing, scanning, or exchanging documents through email; instead, reinvent your paperwork into simple, fillable forms that speed up both the completion process and the finalization of deals.
With the user-friendly platform offered by TemplatesGo, you can swiftly enter client details and wrap up proposals, contracts, or any essential documents in mere minutes.
Our straightforward interface empowers you to transform your existing documents into fillable forms easily, allowing anyone to complete and access these forms without the hassle of dealing with file formats such as PDF, Word, or Mac Pages.
You can rapidly fill out forms and effortlessly review documents, as our groundbreaking technology enhances the document processing experience while ensuring precision and clarity in both structure and content.
Moreover, you have the flexibility to modify and reuse your forms at any time, which guarantees that your workflow remains fluid and responsive to evolving demands.
This not only boosts efficiency but also saves valuable time that can be redirected towards more critical aspects of your work.
What is Expedience Software?
TRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS
Efficiency, Consistency, and Accuracy—All Within Microsoft Word
Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time.
POWER OF MICROSOFT, UNLOCKED
• Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly.
• Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals.
• Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms.
• Corporate Branding: Guarantee your brand is front and center, every single time.
INSTANT, SELF-SERVICE SALES DOCS
Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal.
CONTENT YOU CAN COUNT ON
Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.
Integrations Supported
Acumatica Cloud ERP
Clipboard for Microsoft Outlook
Epicor Eagle
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft 365
Microsoft 365 Copilot
Microsoft Copilot
Integrations Supported
Acumatica Cloud ERP
Clipboard for Microsoft Outlook
Epicor Eagle
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft 365
Microsoft 365 Copilot
Microsoft Copilot
Integrations Supported
Acumatica Cloud ERP
Clipboard for Microsoft Outlook
Epicor Eagle
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft 365
Microsoft 365 Copilot
Microsoft Copilot
API Availability
Has API
API Availability
Has API
API Availability
Has API
Pricing Information
$500/month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
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
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
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Synergetic Data Systems, Inc.
Date Founded
1988
Company Location
United States
Company Website
www.unform.com
Company Facts
Organization Name
TemplatesGo
Date Founded
2022
Company Location
Spain
Company Website
templatesgo.com
Company Facts
Organization Name
Expedience Software
Date Founded
2012
Company Location
United States
Company Website
www.expediencesoftware.com
Categories and Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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
Document Version Control
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
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
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
Print Management
Cost Tracking
Device Status Monitoring
Environmental Metrics
Guest Printing
Mobile Printing
Multi-Printer Support
Multiple Authentication Methods
Print Billing
Print Job Deletion
Print Job Routing
Print Quotas / Limits
Remote Printing
Reporting / Analytics
Secure Print Job Release
Robotic Process Automation (RPA)
Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation
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
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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
Categories and Features
Document Generation
Expedience streamlines the creation of branded and structured Microsoft Word documents using a curated content library.
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Forms Automation
Streamline your proposal creation process right inside Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Proposal Management
Streamline your proposal creation and process management directly in Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!
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
RFI
Streamline your RFI replies seamlessly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!
RFP
Streamline your RFP responses directly in Microsoft Word with our solution. Enjoy a polished, branded, and precise output! Maximize the capabilities of Microsoft Copilot AI through Expedience!
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management