AI Docs
AI Docs offers contract automation software designed for small to medium-sized enterprises, allowing them to efficiently create, sign, and oversee contracts and sales documents. By utilizing AI Docs, you can take charge of your contracts, resulting in reduced labor costs, enhanced quality, and increased revenue.
The contract lifecycle management (CLM) software from AI Docs employs established rules and logic to assist users in the configuration and creation of contracts. It accurately captures all essential data and incorporates necessary clauses, ensuring that no mistakes are made and that irrelevant details are omitted. This innovative rule-based system enables employees and partners with limited contract knowledge to configure and generate contracts confidently, while also maintaining precision and removing potential delays in the process.
Based in the Chicago area, AI Docs, Inc. is a proud veteran-owned business. Our product not only streamlines the generation of contracts but also includes sales documents such as proposals and return on investment (ROI) materials. We aim to be the most customer-friendly software company that our clients engage with, continuously working to meet their needs effectively.
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EASA
EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management.
Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses.
Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.
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DocSales
With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive.
DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow.
This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.
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Zoey
Zoey empowers wholesale and B2B companies to effortlessly place orders online from any device at any time and from virtually anywhere. With a dedicated mobile application, users can conveniently capture orders, generate sales quotes, and access product and pricing details on the go. This enables your buyers to utilize a self-service portal for seamless online ordering.
For sellers, Zoey offers an array of features such as generating quotes, organizing customer groups, and implementing access restrictions. Additionally, users can benefit from quick order functionalities, support for multiple themes, and the robust mobile app. Buyer tools are designed for self-service and include options to check order status, maintain account information, reorder previous purchases, and track orders.
Zoey comprises three essential components: Zoey Web provides customers with a self-service ordering experience through a public website or an internal order portal, while Zoey App equips sales personnel with the tools needed to sell both online and in-person. Lastly, Zoey Admin serves as a web-based backend platform that facilitates the management of orders, products, customers, and other critical information, ensuring that businesses operate smoothly and efficiently. The combination of these components creates a comprehensive ecosystem that enhances the ordering process for both buyers and sellers.
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