Effortlessly simplify your document workflows with AI-powered document automation software
Our robust no-code document automation engine makes it easy for you to create professional and compliant HR, legal, operations, and finance documents thereby saving you time, money, and effort.
40+ hours saved
7-day free trial
Supremely flexible
Take the paper out of your paperwork
Create simple and intuitive digital document workflows that slash costs, improve processes, and accelerate growth. You set it up once using our intuitive interface and forever free yourself from manual data entry while enhancing compliance with regulations in your jurisdiction. That means you log in to your account and see completed documents that have been sent for approvals, signed, or stored away for when you need them.
See how DoxFlowy works in a few steps
1. Create your document
Upload a document, create it from scratch, or choose from our templates. This document serves as a dynamic template that allows you to automatically create customized documents.
2. Customize your form questionnaire
A simple intuitive data collection questionnaire is automatically created for people to fill out. Using the questionnaire, unlimited custom documents with complex business logic can be created on demand. Of course, tou can then customize it to your brand.
3. Choose what happens after the document is created
Get an error-free document and automate the next steps like signing, approvals, sending out notifications, and much more.
4. Share the form
Send your form to recipients, share with your team or customers with a link, or host it on your website so your clients can fill and sign from anywhere. The responses to the questionnaire are used to generate error-free documents and launch automated workflows without any extra effort on your part.
Dynamic templates help you produce personalized documents - fast
Irrespective of your industry, documents are a must. No more document chaos errors, time lost, and added expenses. Dynamic templates are created once and allow you to create limitless perfect (and personalized) documents every time.
Build workflows once, automate them forever
Use our no-code document automation software to make dynamic document templates and intuitive data collection forms. Once created, share tthe questionnaires with your customers, partners, and team so every person that answers the questions will have a unique document created automatically. It's easy to build and easy to use.
Sign documents with confidence
Stay on the cutting edge of business with electronic signature software that truly meets your needs. Collect electronic signatures anywhere to speed up your workflow while staying legally compliant.
Let AI do the heavy lifting for drafting documents and contracts
Creating and managing documents can be a difficult and error-prone process. Especially when you have to keep up with current regulations and make changes based on the situation. Our AI-powered document automation helps you draft accurate and error-free documents in a fraction of the time it'd normally take.
All your documents in one place
Store all of your important agreements in one central location so you can quickly search for and find the documents you need. Never worry about losing a document to water damage, fire, or pests while cutting down on storage expenses and the time it takes to find and share information.
How much could you be saving?
Secure and compliant at all times
All your interactions with our platform are encrypted from prying eyes using SSL technology. We also follow security best practices to further secure your data and are compliant with major regulations such as PCI DSS, GDPR, ESIGN ACT, eIDAS, and more.
Invite your team
Invite members to DoxFlowy to work with you and build even more effective workflows. Manage permissions, add as many people as you need, and share documents across your organization. This allows you to break down silos and enhance transparency so important information flows to the right places and ensures everyone gets their work done in a timely manner.
Collaborate seamlessly
Include people within your organization, clients, or even third-party contributors to help you review, approve, or edit specific documents. No need to invite them to your account. Instead, give them direct access to the relevant documents on a case-by-case basis. Whether you need quick approval from a stakeholder or a full review from the legal team, you can quickly make it happen.
- Set different roles and permission and retain the ability to remove access whenever you want
- Allow them to make changes, leave comments, or simply view the document
- Track exactly what changes they’ve made and approve them before it’s incorporated into the document.
Deep document and form analytics
Drill deep into your contract and form data. Understand exactly how people answered your questions, your conversion rates, the status of your documents, and other useful data points. Unlock transparency in the document creation process and see when clients/customers received, viewed, and interacted with your documents. Armed with this information, you can make data-backed decisions about your processes and your customers.
Version control
Get a bird’s eye view of every version of your document so you know what changes were made and who made them. You can save specific versions manually or take advantage of the automated versioning function so you always have a clear history of the document.
Connect with your current tools
Organizations of all sizes are barely controlled chaos. DoxFlowy integrates with the tools you already use so you can route data to the right place, trigger automations, and improve overall productivity. You no longer have to manually move deals in your CRM or the other little manual tasks that are easy to forget because it’s all handled in the background for you.
As versatile as your imagination
Whether you want to collect data, simplify complex paper-based workflows, or sign contracts on the fly, DoxFlowy helps you accomplish it. Focus on the things that matter. Automate the rest.
Document automation software designed to speed up your workflow, help you stay compliant, and deliver error-free documents when mistakes aren't an option.
1. Create robust customer-facing legal applications
2. Cut legal document drafting by more then 80%
3. Securely collaborate on contracts with clients, staff, and vendors online
1. Generate Leads
2. Pipe data to the right tools
3. Collect data to improve your campaigns
1. Automate data collection
2. Slash contract turnaround time
3. Deliver a seamless customer experience
1. Automate document creation workflows
2. Secure important financial information
3. Optimize internal and external reimbursment processes
1. Generate and complete important documentation in a few clicks
2. Simplify internal workflows for simple and complex things like vacation requests
3. Send data and documents to the HR platforms you already use
1. Handle lease agreements seamlessly
2. Process work orders without lifting a finger
3. Streamline rental applications and payment
What will you do with DoxFlowy?
Take DoxFlowy for a Spin
Use our intuitive no-code document automation platform to unlock more productivity and efficiency so countless background tasks don’t distract you from your real mission.
It's about more than document generation and signing
You don’t wake up in the morning excited about producing a pile of NDAs, chasing up clients to sign on the dotted line, or dealing with routine administrative paperwork. You wake up to do work that’s exciting and interesting but the business of business tends to get in the way.
Working with documents, whether for internal administrative tasks or external collateral can be hard, error-prone, and time-consuming. It shouldn’t be. Our workflow automation, ekectronic signature, and document automation software solution makes your work more productive, removes roadblocks, and enhances collaboration.
The tools are simple, a joy to use, and growing every day. Sign up for DoxFlowy so you can get back to doing the work that matters like saving the world or amassing a fortune. We don’t judge.
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DoxFlowy is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.