Home > Softwares > Others Software > Form Automation Software > Paperless Online

Paperless Online

Name: Paperless Online
Rating: 4.5 (2 reviews)

By Paperless Online

988 Interested

Highlights : About Paperless Online

Form automation

Document generation

Custom forms

Self-service portal

Automated emails

Electronic signature

DocuSign integration

About Paperless Online

Paperless Online is contact management software for businesses of all sizes and segments. The system offers document management, case management, contract management, records management, and reporting and analytics. With Paperless Online users can create custom data fields for contact and staff records. The software has the ability to create custom forms, custom reporting, and custom printing. Users can assign tasks to staff members or employees, as well as anyone listed as a contact within the system. The contact management software integrates with DocuSign so that any documents or forms can be signed electronically and stored in the system’s records.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Form automation

Document generation

Custom data fields

Custom forms

Configurable workflows

Self-service portal

Task assignments

Email template creation

Automated emails

Custom reporting

Custom charts

Electronic signature

DocuSign integration

Benefits

Custom forms

Users can create custom forms and configure workflows for form automation, to send forms by email for completion, review, and signature collection.

Data merge

Documents and emails can be generated using templates and data merge capabilities, and then sent to contacts.

DocuSign integration

Users can sign forms electronically from their emails, with DocuSign integration, and signed documents are stored within contact records.

Messaging feature

The Messaging feature allows users to communicate with contacts, and automatically organizes messages as tickets in each contact’s record.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO