Forms2Docs Overview
Description
Forms2Docs is innovative enterprise document automation software that helps attorneys and law firms transform how they create, manage, and electronically sign their important documents such as transactions, agreements, board meeting minutes, decisions, judgements, etc. Forms2Docs allows less knowledgeable users to create accurate documents lightning fast, from anywhere, on any device, just by filling out rule-based forms. The intuitive and clean UI provides a positive user experience, guiding users through selections, entries, and document-related activities. The value proposition is improved productivity, increased client satisfaction, and competitive advantage all of which lead to greater profitability. We work with law firms who need to: (1) securely capture client information or service requirements, (2) automatically generate documents based on this captured information, and (3) edit, copy, share, eSign, and securely store the documents generated.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Contract Automation and Drafting (Through Signature)
Approval Process Management
Buyer/Seller Qualifications Tracking
Collaborative Drafting and Editing
Compliance Tracking
Completion Status Tracking
Contract Clause and Content Management
Contract Attachments Support
Contract Drafts - Review and Redlining
Contract Multi-Document Packages Support
Electronic and Digital Signature Integrations
Integrations with CRMs
Mobile Access to Contracts in Progress
Mobile Signature Capability
Pricing Integration
Proposal and RFP Generation
Quotes Preparation
Reports and Dashboards
Template and Forms Creation
Template and Forms Management
Templates - Prebuilt included
Version Control
Workflow Process Management
Contract Generation and Assembly from Templates, Forms and Clause Banks
Tracking, Alerts and Notifications - Workflow Status and Completion
Offline Access to Contracts in Progress
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