Best In class Features

Discover a seamless experience in Document Generation

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QR Code generation
Document handling becomes easy if QR code with key data elements is printed in the document.
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Clause & Image Library
Library of reusable content that can be dynamically called on documents. The version management and approval workflows can be easily attached.
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Communication engine
Both push and pull communication. Custom or standard templates and data merged with template and sent by sms or mail.
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Mail tracking
The mails are tracked for delivered, open, attachment open, link clicked and status updated in SFDC.
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Workflow
The approval work is easily configurable and can be set for template, clause and/or document level. Depending on how it is set, approval can be sought on sms, email or portal.
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Configurable price Quote (CPQ)
Generate high impact and brand compliant quotes and proposals in minutes, if needed with the required approval or rule engine generated discounts.
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Mail parsing and actioning
If your users prefer to work on mail or texting let them. Our AI powered mail parsing engine can parse mails and action instruction securely.
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Generate high impact MIS within SFDC
Generate high impact worksheets with data filled in from SFDC. Standard high impact analysis that can be used month after month.
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Generate Presentations
Get ready for your sales or support reviews at a click. Presentations can be generated from templates with fresh data
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Secured access management
The mails are tracked for delivered, open, attachment open, link clicked and status updated in SFDC.
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Multiple Workspaces
Multiple workspaces are created for different teams for optimum collaboration as well as separation. Access control and teams are easily configurable.
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Audit Trails
Audit trails are automatically maintained for the entire document generation lifecycle: From creation-approval-publications-consumption.

Manage Projects

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QR Code generation

Document handling becomes easy if QR code with key data elements is printed in the document.

Clause & Image Library

Library of reusable content that can be dynamically called on documents. The version management and approval workflows can be easily attached.

Secure content

Lorem ipsum dolor sit amet, clita laoreet ne cum. His cu harum inermis iudicabit. Ex vidit fierent hendrerit eum, sed stet periculis ut. Vis in probo decore labitur. Unum simul an vis, tale patrioque eos ad.
Communication engine
Both push and pull communication. Custom or standard templates and data merged with template and sent by sms or mail.

Mail tracking

The mails are tracked for delivered, open, attachment open, link clicked and status updated in SFDC.

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