BENEFITS
Connect and extend your current
systems of record (any system with
APIs)
Powerful task management (multistage
approvals, automated routing..)
Desktop automation (extract data from
desktop applications. everything from
Excel documents, email replies...
Data Miaration from legacy systems
(move data from Excel, or an old system.
into a new system)
Send for signature directly from mobile
device (offline sending available)
Automate participant tagging dynamically
Store and save templates in your own
system of record (Cloud Storage
Integration)
Document and data retention (update
external systems from document data)
Create ANY document
automatically (word, excel, PDF,
PowerPoint. etc.)
Automatically generate documents
based on triggers (if a field changes in
your CRM or a rule meets a certain
criteria)
Dynamically take data from multiple
sources and auto create a document
(data from forms, CRMs, system
repositories, user approvals, etc.)
TESTIMONIALS
It is a great chance for us to learn about your service & experience with the VM -
Thang
Indochine Engineering