Take advantage of DoxFlowy's document Automation
in a few simple steps
Create one dynamic template and intuitve questionnaire
Generate countless custom documents
Setting up a document automation workflow
Step 1
Create a dynamic template
Use dynamic document and contract templates to power your document automation workflows. Create them from scratch, upload documents to DoxFlowy, or take advantage of our templates. These serve as the basis for the documents that are generated when respondents fill out your questionnaire. You can:
Step 2
Choose your document settings
After creating a dynamic document template, you can choose the settings that control how the document appears and many other aspects.
Step 3
Customize questionnaires
Next, an intuitive questionnaire is automatically generated based on the tags and variables that you used to create your dynamic document template. In the future, when someone responds to the questionnaire, a new custom document is generated every time. Of course you can customize many aspects of the questionnaire including:
Step 4
Delivery/post-submission actions
Take your document automations to the next level by setting up delivery and post-submission actions. This determines what happens after the document has been generated based on the questionnaire answers:
Creating a document from a published
document automation workflow
Other useful DoxFlowy Features
Central document repository
Get a birds-eye view of all your created documents. Organize contracts and other documents in folders, view their status, and take advantage of robust search features to quickly find the right documents.
Robust electronic signatures
Our electronic signature solution isn’t just an add-on. It’ll allow you to create standalone signature requests or add a signing aspect to your automated document workflows. Sign alone, with others, or even allow others to sign without you. Take advantage of reminder emails, redirecting signers after completion, and so much more.
Template management
Create dynamic templates that are unique to you or share them with your team. After creation, they can be used for any document workflow in your account to further speed up your document creation and management processes
Team management
Invite as many team members to DoxFlowy as you need. Create documents together or independently and quickly build a repository of document workflows that speed up your document management tasks by up to 80%.
Third-party integrations
No need to get a whole new set of software to work with DoxFlowy. It comes out of the box with integrations for a wide range of software solutions such as CRM tools, HR management tools, and much more.
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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.