Automate Remote
CUSTOMER-VENDOR
Online Onboarding
Generates online forms from existing templates and collects required data & documents to create legally binding onboarding documents. Reduce cycle times and improve the onboarding experience.
PDF AND WORD TEMPLATES |
Business users only need to upload the template and the system auto-generates forms from PDF and Word Templates. Share these form URLs securely with your network.
DOCUMENT GENERATION |
The system merges form inputs into the template to generate PDF/Word/HTML/Image output format. The generated documents can be archived into DMS.
E-SIGNATURE |
Legally binding electronic signatures to make your business processes secure and compliant. Your customers can sign in the form or the generated document.
DOCUMENT PACKAGES |
Populate multiple documents with a single input form to create document packages. This reduces data entry and vastly improves productivity.
COLLABORATION |
Populate forms with data residing in Enterprise systems to create partially filled forms in bulk. Send them to individual recipients for completion.
COLLECT DOCUMENTS |
Your customers and vendors can upload the supporting files through the form. The uploaded files get embedded into the generated document.
CUSTOMER ONBOARDING
Welcome your customers with great customer experience. Pre-fill the onboarding documents with existing CRM data to reduce the data entry. Customers can submit finished docs in one go or save their progress multiple times, before submitting.
VENDOR ONBOARDING
Onboarding vendors take huge organization's resources. With EDocFormz, you can track the percentage of onboarding documents completion for each supplier for follow-up. They can complete them on the go through mobile forms and E-Signature.
ONLINE REGISTRATION
Potential freelancers, sales partners, gig workforce can finish onboarding / online registartion remotely in minutes. This Improves time-to-productivity and saves organization resources.
ONLINE ONBOARDING - START TO SUCCESS
Empowers business users to create the onboarding process from existing templates, without any coding or design. The system generates forms from the organization's templates, allowing your partners to submit data and documents remotely.
FORMS THAT SCALE
The form fields for inputting data include Text, Date, Numbers, Tables, Images, E-Sign, Paragraphs, QR Codes, etc. You can also perform calculations and show/hide form fields based on user input using conditional statements.
For large forms, the system creates sections for easy grouping of related fields. Users can save partially-filled forms as drafts as many times as they want, before submitting.
DOCUMENT FIRST APPROACH
Form builders & BPM software can only create simple data capture forms but fail to create forms that are needed for onboarding document generation. Our document first approach enables us to create forms for transaction-ready documents generation.
CREATE AMAZING ONBOARDING
CENTRAL REPOSITORY
The template repository holds all the latest templates of the organization with a fine-grained access mechanism.
BUSINESS USER FRIENDLY
Use existing templates as-is for forms generation. The system automatically generates forms from templates.
API - ONBOARDING WORKFLOWS
It is an API first product. Integrate with other enterprise apps such as CRM, HRMS to create desired workflows
PRICING PLANS
Try EDOCFORMZ for 14 days Free. Prices are per user per month
STARTER
$ 49
UP TO 150 DOCUMENTS
UNLIMITED DRAFTS
UNLIMITED TEMPLATES
MULTIPLE USER ROLES
BUSINESS
$ 99
UP TO 500 DOCUMENTS
UNLIMITED DRAFTS
UNLIMITED TEMPLATES
MULTIPLE USER ROLES
PRO
$ 199
UP TO 2000 DOCUMENTS
UNLIMITED DRAFTS
UNLIMITED TEMPLATES
MULTIPLE USER ROLES
ENTERPRISE
CUSTOM
UNLIMITED DOCUMENTS
UNLIMITED DRAFTS
UNLIMITED TEMPLATES
MULTIPLE USER ROLES
ON-PREMISE DEPLOYMENT
ONBOARD GREAT PEOPLE WITH GREAT ONBOARDING EXPERIENCE
Let us help you get more customers and develop new products.
CONTACT US
We would be glad to hear from you
Copyright 2020 EDocGen LLC. All Rights Reserved. Contact Sales(@)edocgen.com
Privacy Policy Terms of Service Linkedin Twitter