Ultra Documents

Ultra Documents is a solution designed to streamline the process of creating and publishing business documents, such as Comprehensive Proposals, Business Plans, and Presentations. According to the vendor, this solution is suitable for small, medium, and large enterprises across various professions and industries, including hospitality, travel and tourism, information technology, engineering, and consulting. Ultra Documents offers several features aimed at automating document preparation and collaboration.

Key Features

Pre-built templates: Ultra Documents provides a range of pre-built templates and forms, including Competition Analysis and Property Analysis, which can be used in industries such as hospitality and real estate. Administrators also have the option to create their own templates to ensure consistent and error-free data capture, according to the vendor.

Forms Builder: The Forms Generator allows users to create custom forms using a drag-and-drop interface, promoting consistent data capture across different business entities. All the information gathered can be securely stored in the cloud and easily formatted and collated into the final document, according to the vendor.

Data Connector: Ultra Documents offers a Data Connector feature that allows users to connect to various data sources such as Google Drive, OneDrive, Dropbox, Salesforce, and Smartsheet. This enables automatic data refreshing within the system, according to the vendor.

Workflow: The integrated Workflow system in Ultra Documents enables users to set up simple or complex workflows. Users can distribute documents, request approvals, gather electronic signatures, set deadlines, and trigger automatic alerts and escalations, according to the vendor.

Collation: Ultra Documents' Collation/merge feature allows users to merge various file formats, including PDF, MS Word, Excel, PowerPoint, and image formats such as JPEG, GIF, and PNG. The intuitive drag-and-drop interface simplifies the import of files from local drives or cloud storage systems, according to the vendor.

Publish: The Publish feature in Ultra Documents allows users to distribute approved documents to internal staff or external users, such as vendors, partners, and investors, according to the vendor.