Features
Explore Our Powerful Features for Seamless Document Automation
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AI Help Bot
Our AI Help Bot is your intelligent assistant for seamless document template management. It offers instant assistance, support for common queries, automated updates, and a user-friendly interface. Available 24/7, it ensures you have the support you need to enhance productivity
Bundle Documents into Packages
Create comprehensive document packages to ensure all necessary documents are generated for required tasks. Minimize data entry errors by using a single input screen to populate all documents seamlessly.
Merge Templates into a Single Document
Combine multiple templates to generate single, cohesive documents like proposals and contracts, tailored to each business scenario. Eliminate the need for cutting and pasting from various documents to address different situations.
Signature & Text Capture
​Streamline your document workflow with our signature capture feature. Easily send documents to be signed by another person, and automatically generate the finalized documents once signatures are obtained. Enhance efficiency and ensure a seamless signing process for all parties involved.
Manage & Control Templates
Provide a centralized location for all your company templates, and ensure the most up-to-date templates are used to generate all your documents.
AI Compliance Checks
Our AI-powered compliance checks automate the process of ensuring your documents meet all regulatory standards. This intelligent system verifies compliance, providing real-time updates to keep you informed. With its seamless integration and user-friendly interface, maintaining compliance has never been easier or more efficient.
Enhanced Search Capabilities
Experience the power of our advanced AI search functionality, designed to help you effortlessly locate templates and content using natural language queries.
Template Linking for Multi-Document Reference
Transform frequently used text into a reusable template that can be referenced across multiple documents, ensuring updates are made in a single location for consistency and efficiency.
Word & PowerPoint Templates
Utilize ExactDocs to manage both your Word and PowerPoint documents, ensuring brand consistency and error-free results for proposals, agreements, and more.
Share Templates & Documents
Collaborate and maintain consistency by sharing templates and documents with other users. Streamline your workflow by allowing team members to access, edit, and utilize shared resources, ensuring everyone is on the same page and working with the most up-to-date materials.
Unified Document Storage: ExactDocs, SharePoint & Other Platforms
Ensure compliance with your organization’s information management policies by storing generated documents in your preferred repository. ExactDocs offers seamless out-of-the-box integration, allowing you to save documents in SharePoint, your file system, third-party systems, or ExactDocs itself.
Create Multiple Documents using bulk CSV. Upload
Leverage ExactDocs’ bulk generation feature to efficiently create multiple documents from a single template. Simply populate all variables in a .CSV file and upload it to ExactDocs for seamless document creation.
Output to Word & PDF.
Enjoy the flexibility of using ExactDocs as a starting point for further editing and collaboration by generating Word documents. Alternatively, create finalized PDF documents ready to be sent to customers, prospects, employees, or partners.
Cloud-based Software
Access anywhere, anytime and enjoy the latest features and enhancements without manual updates. Improve teamwork with real time data sharing
Leverage Third-Party Data with API Integration
Effortlessly integrate ExactDocs with other applications in your organization using the API. Automatically populate information from CRM into your templates, for maximum efficiency and to minimize data entry errors. Integrate with InRule decisioning tool for additional automation power.