Take control of your documents

Intelligent Document Automation, Generation and Template Management.

Guaranteed Compliant Documents Every Time.

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About ExactDocs

With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows.

Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.

How it works

Used By

Corporations

As a corporation you can centralize your company document templates, only giving edit rights to those who need it, while giving document generation rights to a wider audience. You can link templates so that any common information can be shared by a number of templates. For example, if you have a number of documents that all refer to the same terms and conditions, using the linking capability, you only need to update the terms and conditions once and instantly all the linked templates are up-to-date.

You can package templates together so that during document generation, the user fills in one set of variables but many documents are generated to make up the document pack. On top of that you can generate numerous documents based on multiple records of data (like a mail merge).

You can integrate ExactDocs with your company Microsoft SharePoint instance so the templates are easily accessible for generation and the generated documents are stored on SharePoint or OneDrive. You can also integrate Dynamics 365 so that documents are generated using information stored in Dynamics.

All the while, your templates and your documents can easily be shared with other people in your company.

Associations

As an association, you can use ExactDocs to package up your proprietary information and send it out to your members. As your information changes dynamically so do the templates used by your members. That way your members are always using the latest version of your content, guaranteed.

You can link templates so that any common information can be shared by a number of templates. For example, if you have a number of documents that all refer to the same terms and conditions, using the linking capability, you only need to update the terms and conditions once and instantly all the linked templates are up-to-date.

You can package templates together so that during document generation, the user fills in one set of variables but many documents are generated to make up the document pack. On top of that you can generate numerous documents based on multiple records of data (like a mail merge).

Professionals

As an individual professional you can organize and maintain your templates so that you don’t have slightly different versions of similar document templates, increasing the chance of costly errors.

You can link templates so that any common information can be shared by a number of templates. For example, if you have a number of documents that all refer to the same terms and conditions, using the linking capability, you only need to update the terms and conditions once and instantly all the linked templates are up-to-date.

You can package templates together so that during document generation, the user fills in one set of variables but many documents are generated to make up the document pack. On top of that you can generate numerous documents based on multiple records of data (like a mail merge).

Publishers

As a publisher you can automate your document generation by using ExactDocs API. Centralize your content, and distribute it to members of your subscription base in a controlled environment. Your subscribers will always be kept up to date with your latest documents at the click of a button.

Pricing

Free 30 Day Trial

Access to Professional Subscription – No Credit Card Required!

Standard

$ Free

-
  • No min. term
  • 1 User
  • Create templates
  • Generate documents

ProfessionalMost Popular

$ 9.95

per month (USD)
  • Min. 1 month term
  • 1 User
  • Create templates
  • Email Support
  • Generate documents
  • Share templates/documents
  • Link templates
  • Data merge

Business/Enterprise

$ Enquire

-
  • Min. 12 month term
  • Enquire
  • Create templates
  • Email Support
  • Generate documents
  • Share templates/documents
  • Link templates
  • Data merge
  • Manage business users
  • Integration services

Corporate Trial

We would love to discuss how ExactDocs can benefit your business

FAQ

Can I have more than one free trial?

Each user may only register for one free trial.

Are there any restrictions with the Free Version?

You will have access to the full functionality of ExactDocs so that you can experience all its benefits first-hand. However, your ability to share documents with other users, link templates and produce multiple documents with merged variables, will cease at the end of the 30 day free trial.

Will I automatically be signed onto a subscription plan after my free trial expires?

You will continue to have access to ExactDocs on a Standard Plan. You can upgrade to a Professional Plan at any time.

Can I change my subscription plan?

Yes, you can change to a different subscription plan once the minimum term of your current subscription plan expires. On a Professional Plan, this is one month. Members on a Business/Enterprise Plan will need to wait until the end of their 12 month subscription.

Can I cancel my subscription?

Yes, you can cancel your subscription at any time. However you will be charged the subscription fee until the minimum term of your subscription plan expires.

Can I share my documents with other users?

Yes, you can share your documents with other users if you are on the Professional, Business or Enterprise Plan and within the first 30 days of the Standard Plan.

What is the compatibility for ExactDocs?

ExactDocs is compatible with Microsoft Word 2007+ or any files with the file extensions .docx or .dotx.

What browsers support the ExactDocs application?

ExactDocs performs best in the following browsers:

  • Mozilla Firefox 3.6+
  • Apple Safari 5+
  • Google Chrome 10+
  • Microsoft Internet Explorer 9+

What is a document template management system?

A document template management system centralises control of your document templates and enables others to create documents from these templates.

Have a question?

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About the Company

The creators of ExactDocs, Solentive Systems, is a Digital Consultancy which has been in operation for over 25 years, servicing clients in The US, The UK and Australasia. After noticing the reoccurring need for an easy-to-use Document Generation and Template Management System, in 2016 Solentive Systems developed ExactDocs. ExactDocs is used around the world by customers in a variety of markets, from legal, compliance, real estate and construction, to professional services, government and HR.