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What is Treeno Workflow Management?

Treeno's Workflow Automation solutions effectively eliminate monotonous tasks that often result in delays and an overload of paperwork. By leveraging Treeno's electronic workflow management tools, various aspects of your organization's operations can be streamlined through automation. As documents and files flow into the system, they are securely routed to the right individuals at the most advantageous times. With advanced reporting capabilities, you can monitor and track document progress, allowing for the early identification of potential performance bottlenecks. This enhancement enables your teams to concentrate on more impactful activities. The Treeno Workflow Management System allows for the efficient refinement of repetitive business processes. Furthermore, Treeno Document Management includes all the critical features of a high-quality electronic document management system without the burden of high costs. It facilitates secure collaboration as documents transition seamlessly among users, and the workflow management reports pinpoint any instances of delayed performance. As a result, your organization can achieve improved operational efficiency and adaptability while fostering a more productive work environment. This comprehensive approach not only saves time but also enhances overall workflow effectiveness.

What is Docubee?

Docubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.

Media

Media

Integrations Supported

Airtable
Amazon S3
Box
Clio
Dropbox
Gmail
Google Calendar
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
KonnectzIT
Microsoft SharePoint
Pipedrive
Salesforce
Salesforce Essentials
SmartAdvocate
Stackreaction
Trello

Integrations Supported

Airtable
Amazon S3
Box
Clio
Dropbox
Gmail
Google Calendar
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
KonnectzIT
Microsoft SharePoint
Pipedrive
Salesforce
Salesforce Essentials
SmartAdvocate
Stackreaction
Trello

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

$9 per month
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

Treeno Software

Date Founded

2002

Company Location

United States

Company Website

www.treenosoftware.com/product/workflow-automation/

Company Facts

Organization Name

Docubee

Date Founded

1991

Company Location

United States

Company Website

docubee.com

Categories and Features

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

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

Class Registration

Calendar Management
Confirmation/Reminders
Discount/Coupon Management
Online Registration
Onsite Registration
Payment Processing
Surveys & Feedback
Wait List Management

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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

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

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Vaccine Management

Adverse Reaction Reporting
Alerts / Notifications
Appointment Reminders
Billing
Communication Tools
Dose Tracking
For Governments
Immunization Proof
Inventory Management
Predictive Analytics
Scheduling
Virtual Waiting Room

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

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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