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What is roXtra Document Workflow?

The roXtra Document Workflow system simplifies the oversight and regulation of your documents through personalized workflows designed to comply with various standards and regulations. This comprehensive tool for managing quality documentation guarantees that the process of revising, evaluating, and disseminating information throughout an organization remains efficient and continuous. The main objective of keeping documentation that adheres to standards and is ready for audits is to confirm compliance with regulations and to meet essential requirements. Furthermore, thorough documentation not only improves transparency but also encourages ongoing advancements in your operations. Organizations with certifications, such as those following DIN EN ISO 9001 or comparable standards, often encounter the difficulty of handling large amounts of documentation, leading to considerable administrative challenges. Traditional methods relying on paper and manual processes can quickly become unmanageable for these entities. This is where roXtra proves invaluable, as it simplifies workflows and eases these burdens. By implementing roXtra, businesses can enhance their document management strategies, ensuring compliance and significantly lightening the administrative workload. In doing so, they not only streamline operations but also foster a more organized and effective approach to documentation management.

What is Portant?

Portant merges the capabilities of Docusign and Zapier to enhance the efficiency of document workflows using tools you already prefer. It simplifies the automation of crucial business documents, transforming the contract eSigning experience into a straightforward task. You can easily select a Google Doc agreement template, insert an eSignature placeholder, and allow the contract signing process to operate automatically. Furthermore, the platform facilitates the creation of bulk invoices; you merely need to choose a Google Sheet that contains your invoice information, select a Google Docs invoice template, and you can generate anywhere from 10 to thousands of invoices in a single action. Each time a Google Form is submitted, an incident report PDF is promptly generated and emailed to the relevant parties. Moreover, you can convert Google Forms into PDFs by selecting a specific form, linking it to a Google Doc or Slides template, and producing PDFs based on the collected responses. Portant is capable of dynamically generating documents whenever a form is submitted or a spreadsheet is updated, which significantly boosts your workflow efficiency. As a versatile document automation solution that integrates smoothly with the applications you already use, Portant empowers you to concentrate on what is most important for the success of your business endeavors. This comprehensive approach to document management ensures that you can handle all your administrative tasks with ease and speed.

Media

Media

Integrations Supported

Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Zapier

Integrations Supported

Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$42 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

Roxtra GmbH

Date Founded

2001

Company Location

Germany

Company Website

www.roxtra.com/en/document-workflow/

Company Facts

Organization Name

Portant

Company Location

United States

Company Website

www.portant.co

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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