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Features

AI-Powered Tools That Turn Documents into Seamless Workflows.

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Smart Generation

Create dynamic, data-driven documents in one click using intelligent templates.

  • Multi-format output: PDF, Word, Excel, PowerPoint
  • Real-time Salesforce data merging
  • Drag-and-drop template editor
  • Conditional logic for intelligent sections
  • Support for quotes, invoices, contracts, reports, etc.
  • Online forms that auto-fill into templates
  • Automated document distribution based on triggers or status
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Organized Storage

Auto-organize, version, and bulk-manage files with custom folders linked to records.

  • Custom folder hierarchies based on record type or criteria
  • Auto-folder creation during upload or generation
  • Bulk file upload and large file support
  • Document linking to standard or custom Salesforce objects
  • Version control with rollback and change tracking
  • Folder-level access and tagging for easier navigation
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AI Tagging

Tag and classify documents automatically using built-in OCR and AI.

  • Automatic metadata tagging using OCR
  • Keyword extraction from scanned or digital documents
  • Smart search filters by tags, date, record, or document type
  • AI-based classification of document categories
  • Enhanced discoverability and reduced filing errors
  • No manual tagging required for uploads or generated docs
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Secure Sharing

Share documents via secure links with full control over access and permissions.

  • Secure one-click share links (no login required)
  • Link expiration settings and download restrictions
  • Password protection for sensitive files
  • Dynamic permission controls (view/edit/download)
  • Access logs and view tracking
  • Role-based access matching Salesforce user roles
  • Real-time external collaboration
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Built-in Signing

Send, track, and collect e-signatures seamlessly — no extra tools required.

  • Built-in e-signature workflow (no third-party apps needed)
  • Add/remove signers and define signature order
  • Signature tracking with real-time status updates
  • Mobile and desktop support
  • Automatic archiving of signed documents
  • Audit trail for each signature action
  • Instant attachment to related Salesforce records
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Compliance First

Stay audit-ready with secure AWS storage, encryption, and detailed activity logs.

  • Zero Salesforce file storage usage
  • Secure AWS-based document storage with encryption at rest and in transit
  • Detailed audit trails: access, edits, views, and downloads
  • GDPR, HIPAA, and SOC2-conscious feature set
  • Role-based access control & user authentication
  • Data retention, archiving, and auto-deletion rules
  • Full audit logs downloadable for reporting
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