Effortlessly simplify document workflows & create professional documents with AI-powered document automation and electronic signature software
Our robust no-code document automation software makes it easy for you to create professional documents from your data, automate manual document processes, build customized workflows, move away from legacy systems, and connect your entire software ecosystem.
100+ 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.
Document automation software at its finest.
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
A simple intuitive data collection questionnaire is automatically created for people to fill out. You can then customize it to match your brand.
3. Choose what happens after the document is created
Get an error-free document and automate the next steps like signing, approvals, updating deals in your CRM, 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. Manually creating each document leads to errors, time lost, and added expenses. Those errors can have serious consequences to your reputation and overall operations.
DoxFlowy has a library of free templates designed for businesses and individuals and the tools you need to create templates from scratch without the need for a developer, additional coding, or outside help.
Use them as-is to generate high-quality documents in minutes or create your templates using the drag-and-drop interface. Do all the checks, editing, and reviews once before sending the template live so you can make sure you have an error-free and compliant document every time it's generated.
No more searching for a paper template and converting it to a digital document with slight variations. Automatically create consistent and high quality documents every time so you can focus on sending it for approval or getting it signed.
Build workflows once, automate them forever
Use our no-code document automation software to automatically make intuitive data collection forms. Once created, adjust them to match your brand, colors, and tone. Share them 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.
- Intuitive questionnaires
Questionnaires are designed to get maximum responses without causing friction or survey fatigue
- Share or embed anywhere
Make it available to only a handful of people through a custom link, email them directly from our platform, or embed it for your website for anyone to fill out
- Automate your processes
Generate documents with a few clicks, share data with the tools you already use, and focus on the tasks that matter the most.
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.
- Always intuitive
No need to spend hours learning new software. The signing process is simple, straightforward, and fast. Set them up and watch the signatures roll in without having to chase up your signatories.
- Legally binding signatures
Confidently collect signatures knowing that they adhere to industry standards and current regulations.
- Built-in audit trail
Get a tamper-proof audit log of who opened, viewed, signed, and otherwise interacted with your documents and contracts.
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.
- AI-powered document drafting
Create an entire legal document from scratch or just use it to create individual sections and clauses.
- Rapid document analysis
Let our AI analyze individual clauses or your entire document for various elements such as aggressive terms, missing clauses, out-of-place terms, and more to ensure you stay compliance and professional.
- Summary and explanation
Be sure of what certain clauses and documents mean with summarization and explanation clauses so you can make the right changes and edits - fast.
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 the time it takes to find and share information.
- Folder organization
Set up folders to manage groups of documents based on criteria important to you. Once created, protect the contents of the folders by setting specific permissions that only allow relevant people to access them.
- View document statuses
Understand what’s happening with your contracts and documents at a glance. Know whether they’re ready for approval, still in drafts, have been signed, and much more.
- Easily download and share
Download your digital documents in multiple file formats with a few button clicks and send them to the right people for further processing or storage.
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.
Copyright 2023 - 2024 Useful Innovations, Inc. - All Rights Reserved
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.