Documendo

Documendo is an intelligent document solution offered by the vendor, designed to automate the creation and management of contracts and offers. It is specifically tailored for small to large-sized companies across various professions and industries, including legal professionals and law firms, sales and business development teams, contract managers and administrators, startups and entrepreneurs, as well as consulting firms.

Key Features

Intelligent Document Solution: According to the vendor, Documendo automates the creation and management of contracts and offers, aiming to reduce errors and save time by streamlining the document creation process. It provides an intelligent solution that can automatically calculate prices and insert relevant sections into documents. Users are able to choose a document, fill out a guided flow, and digitally sign it.

Digital Signature: The vendor states that users can send documents for digital signature using Documendo, which integrates with Penneo, a trusted and secure digital signature solution. Automatic reminders for signatures are sent, and real-time status updates are provided, with the goal of increasing the frequency and speed of signed offers.

Mass Sending: Documendo allows users to send the same document for signature to multiple signers at once, as claimed by the vendor. It personalizes documents with merged information and automates the process of gathering signatures from a large number of users. Users can also request input from signers before document generation and signing.

Integration with CRM: The vendor states that Documendo enables the direct creation of offers or customer contracts within CRM solutions. It integrates with Superoffice CRM through collaboration with Siteshop and sends offers for digital signature with data directly from the CRM solution. Real-time status updates are provided within the CRM solution.

Automated Offers: According to the vendor, Documendo creates error-free offers using data from the CRM solution, tailoring offers to specific details and calculating prices automatically. Offers can be sent for digital signature, and their status can be updated within the CRM solution, aiming to reduce time and effort spent on manual offer creation.

Leads from Website: Documendo manages leads and customer inquiries through intelligent forms on the company's website, as claimed by the vendor. It provides instant estimated prices or draft offers that can be further processed in the CRM solution. Leads are automatically created in the CRM solution for easy follow-up.

Mobile Activation: The vendor claims that Documendo enables document creation on any device, allowing for flexibility and convenience. It supports document creation and digital signing on mobile phones and tablets, facilitating on-the-go offer creation and immediate digital signing. Offers can be signed before leaving a meeting, with the aim of increasing efficiency and responsiveness.

Custom Design: According to the vendor, Documendo allows customization of the document design to match the company's brand, ensuring that offers reflect the same quality as the services provided. It provides a visually appealing and professional document template, aiming to enhance the overall impression and professionalism of the company.

Calculation of Values: The vendor claims that Documendo can automatically calculate values based on the provided data, aiming to eliminate manual calculations and reduce errors.

Multilingual Support: Documendo offers multilingual support, according to the vendor, allowing users to work with documents in different languages and cater to a global customer base.