Flexidocs

Keep your Documents Safe

Australian-based rendering engine means that the platform is viable for banking and financial institutions. This also increases legal compliance as you know that your data is being kept local and is not being exported overseas!

Platform Flexibility

Flexidocs now supports the ability to merge documents from ANY module, including custom objects.

A Cleaner User Interface

The new, cleaner user interface makes life easier for your sales reps as the platform boasts clearer document history and displays key events in a simple, easy-to-read format.

Create and Mass Send Documents

Have the ability to generate and send mass amounts of documents so that there is no limit of documents generated.

Creative Control Over Documents

Full creative control over document template designs and formats. Documents can be created in a range of common formats including Microsoft Word, Excel and Powerpoint.

Manage How Documents Are Generated

The ability to define what format your generated document generates in - MS Word or PDF.

Flexible CRM Data Merging into Document Templates

The ability to include any associated CRM Module variables within your templates e.g. A document generated from the Leads Module can contain any variable that exists within that module as well as any related modules, in order to display that information in your generated PDF or Word Document.

Display Document Options Only Where Need Be

With Flexidocs users have the ability to allocate certain templates for display in specific modules. This ensures only relevant templates are visible.

Auto-archiving Against CRM Record

Flexidocs auto-saves generated documents to the associated CRM record for archiving, ensuring that they are searchable within the CRM, and immediately accessible

No More Paper Trails!

Flexidocs offers users the option of sending generated documents for Electronic Signing, meaning no more printing and scanning of documents, which will mean both time savings and a more streamlined user and end-user experience. By providing single click integration of documents into your CRM system, for easy sharing and delivery, removing the need to manually upload all of your documents into your CRM.

Increases Document Accuracy

Easily generate contracts, letters and other documents based around your CRM system, removing the need for manual entry of data, increasing the accuracy of your documents.

Streamline your Administration Processes

Increases the efficiency of your administration team by streamlining the process of creating documents and contracts.

Increase Compliance and Reduce Legal Risk

As documents are electronically signed and captured back into your CRM system in real time, you always know exactly where your contracts are located when you need them.