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.

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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.

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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.

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CONTACT US

We would be glad to hear from you

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