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DocVaz has been a game-changer for many businesses as it provides an easy solution to their document-related challenges. The software's …
Starting at $0 5 users
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What is DocVaz?
DocVazA click-and-configure utility to link documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Click-to-configure document processesHow DocVaz adds valueOrganizations that use Salesforce to manage their…
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DocVaz
$0
On Premise
5 users
DocVaz
$0
Cloud
5 users
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
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- Competitors
- Tech Details
What is DocVaz?
DocVaz
A click-and-configure utility to link documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object.
Click-to-configure document processes
How DocVaz adds value
Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents.
When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have massive number of documents.
DocVaz is designed to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a variety of real-time business cases for accessing documents within Salesforce.
DocVaz Features
- Supported: Link Multiple Objects
- Supported: Hashtag Documents
- Supported: Criteria-Based Updates
- Supported: Perform Series Of Actions
- Supported: Actions On Upload
- Supported: Link To External Storage
DocVaz Screenshots
DocVaz Video
DocVaz - Smart Connect with your Documents
DocVaz Competitors
- Nintex DocGen for Salesforce
- DealHub.io
- Conga Document Generation
DocVaz Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Salesforce |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
DocVaz has been a game-changer for many businesses as it provides an easy solution to their document-related challenges. The software's categorization feature saves users time in searching for relevant documents, allowing them to focus on other business operations. By integrating all their documents and viewing them from different locations, users can keep their organization organized and efficient. This intuitive feature has helped increase efficiency and productivity, resulting in benefits such as time management, organization, and daily preparation.
For organizations that need to get electronic versions of necessary documentation back and forth quickly, DocVaz is particularly useful. This helps to ensure no lag and maintain efficiency. Users can also track the status of hiring processes by easily accessing files using the software. DocVaz enables users to upload and organize documents through hashtags and the tagging of multiple objects, which has helped with productivity. The software allows users to keep all their documents and contracts on file attached to customer accounts, making it easy to refer to them and ensuring they have their agreements on hand if they ever need to defer to them.
Efficient Document Management: Reviewers have praised DocVaz for its multiple features that simplify document linking and management. Many users found it easier to keep all their documents organized in one place, increasing efficiency on a daily basis.
Seamless Integration with Salesforce: Users appreciate DocVaz's integration with Salesforce as it allows them to easily organize and access documents stored in different locations. This feature has helped many reviewers save time by eliminating the need to switch between different programs or platforms.
Easy Functionality: According to user reviews, DocVaz is faster than other document management programs they have used in the past while also offering an easy-to-use interface. The tool's ability to assign hashtags and use configuration rules ensures that all processes follow the same guidelines when uploading a document to Salesforce, allowing for simpler business activities management.
Confusing Interface: Some users have noted that the interface of DocVaz is confusing and not user-friendly. They found it difficult to learn and use the software, with one user mentioning that the steps involved in the process were time-consuming.
Lack of Certain Features: According to some users, DocVaz lacks certain features such as integrations with Slack and color schemes customization. This has caused inconvenience for them while using the software.
Pricing Concerns: Users also expressed concerns about the pricing of DocVaz, with one user feeling that the premium price and storage cost should be less.