Name: ExactDocs
Price: 9.95 USD
Author: Solentive Systems

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Java Technologies

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Electronic Signature

Enhanced 911 (E911)

Enterprise Generative AI

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Privacy Management

Endpoint Encryption

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

HTML Editors

High Availability Cluster

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Password Management System

Tape Storage

Vector Databases

VoIP Monitoring

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Digital Signage

Email Management

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales Gamification

Sales

Video Surveillance

Security

Animation

Building Information Modeling (BIM)

HIPAA Compliance

Homeowner's Association (HOA) Management

InsurTech

Legal Billing

OSS/BSS (Operations Support/Business Support)

Real Estate

Vertical-Specific

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ExactDocs, developed by Solentive Systems, is a document management solution designed to streamline document template management, generation, and automation. According to the vendor, ExactDocs caters to small to large organizations across various industries, including legal, compliance, real estate and construction, professional services, and government sectors.

## Key Features

**Document Template Management**: ExactDocs allows users to centralize and control all document templates in an easy-to-use repository. According to the vendor, users can manage access to templates and ensure they always have the most up-to-date versions. Changes to content can be made in one place, which will automatically update all subsequent document generations.

**Document Generation**: The vendor claims that ExactDocs enables the generation of error-free, accurate, and compliant documents through its intuitive web-based user interface. Users can utilize a secure role-based permissioning system and enter variable details on a single screen. ExactDocs also offers seamless integration with other applications and systems.

**Document Automation**: According to the vendor, ExactDocs allows for the generation of documents without human intervention. Users can leverage the ExactDocs API to connect with other applications and eliminate manual data entry, reducing document creation time. The vendor states that this automation maximizes document accuracy and minimizes errors. ExactDocs also offers integration with the InRule Decision Platform for complex rule-based document generation.

**Complex Documents**: ExactDocs allows users to create complex documents without coding or scripting. According to the vendor, users can merge multiple templates together, embed common content for reuse in multiple documents, and select between different versions of content. Users can also build packages of documents with a single set of variables for efficient document management.

**Manage and Control Company Templates**: ExactDocs offers features that allow users to easily manage and control company templates, ensuring consistency and compliance across all documents.

**Use 3rd Party Data Sources**: According to the vendor, ExactDocs provides the capability to seamlessly integrate with third-party data sources, expanding the capabilities of document generation.

**Link Templates for Easy Updates**: Users can link templates in ExactDocs to enable easy updates across multiple templates, saving time and effort in maintaining document consistency.

**Save Documents in Multiple Systems**: ExactDocs allows users to save generated documents in ExactDocs, SharePoint, or other systems for convenient storage and retrieval.

**Bulk Upload for Multiple Document Generation**: According to the vendor, ExactDocs streamlines document generation by allowing users to bulk upload data from .CSV files, enabling the generation of multiple documents at once.

**Integration with Microsoft Dynamics CRM**: ExactDocs offers integration with Microsoft Dynamics CRM, allowing users to utilize CRM data as input for generated documents, ensuring accurate and up-to-date information in customer-related documents.

Basic

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The software can be installed as a Google Chrome plugin or as a web application. It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks. 

Co-founders Pouyan Salehi and Cyrus Karbassiyoon started the company in San Francisco, California in 2019.

Free

Premium

Team

Scratchpad

ExactDocs

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Solentive Systems

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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ExactDocs

Overview

What is ExactDocs?