Template to proposals to Payments
Fiche mise à jour le :5 mars 2022
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Présentation
Overview
Streamline generation of proposals, contracts, invoices and quotes from Google Docs. Track and engage by sending out your Google Docs as beautiful,  interactive web-documents.

Welcome to Docufront - a one-stop document automation platform!

With Docufront, you can:

CONFIGURE TEMPLATES IN GOOGLE DOCS
> You can use our repository of pre-built templates or build your own from scratch. 
> Configure templates by inserting placeholders and fields (for eg. {Client.Name}, {Signature}) and use them to generate personalized documents.
>Customize your documents by adding beautiful Coverpages, Images and various other design elements.

SEND YOUR DOCS AS INTERACTIVE DOCUMENTS
>Convert your Google Docs magically into beautiful web-documents containing a number of form-fields.
>Track your documents for recipient opens and time spent and much more.

E-SIGNATURES
>Incorporate native e-signatures in your Google Docs that help collect legally-binding signatures once you send out the live document.
>Get a signature certificate with complete audit trail once the entire document process is complete

INSERT CATALOGUE PRODUCTS
>Create quotes easily by pulling product information stored in Google Sheets onto the add-on. 
>Insert beautiful pricing tables by searching and adding products at a click.
>Add Discounts and Taxes, and be able to easily recompute totals.
>Tag Optional rows in the pricing table with a checkbox in your Google Docs that toggles in the interactive document you send out. Thus upsell your clients.

EMBED PAYMENTS ON YOUR DOCS
>Connect your Google Docs with Stripe payment gateway if you wish to prompt payments in your end-document, once your client accepts the proposal.

CONNECT WITH HUBSPOT CRM OR USE OUR CONTACTS FEATURE
>Bring Hubspot deals and contacts onto your add-on sidebar and easily replace associated roles and variables with the particular deal information at a click.
>Alternatively, store your contacts in our dedicated Contacts repository on the web app and pull those contacts onto the sidebar for personalizing documents.
SIMULATE A CONTENT LIBRARY
>Add a selected piece of content in your document to Google Drive.
>Retrieve the added content for later use by searching the specific item from the side-bar and inserting into the working document.


TRACKING AND ANALYTICS
>Track the documents you send out real-time with email notifications about document-opens, comments and amount of time spent on every view.
>Get a comprehensive overview of your document statuses in a dedicated Admin/web dashboard listing out statistics including documents Sent, Viewed, Signed, Waiting for Payments and so on.

COMMENT AND ENGAGE
>Interact with your customers after you send out your documents with the help of easy-to-use two-way chat feature by the side of your documents.
>Engage with your customers, resolve their concerns and negotiate pricing.

AUTO-REMINDERS
>Follow-up with your clients with emails for pending acceptance at a pre-determined frequency.



USE-CASES

Below are some of the ways Docufront could be used:

►  Generate custom proposals, contracts and agreements

►  Generate Sales quotes, invoices and estimates

►  Generate employment contracts, onboarding and exit documents.

►  Prepare personalized invitations

►  Prepare certificates, assessment results, report cards - for educational institutions

►  and many more...


"DOCUFRONT" is built with utmost dedication to provide  a holistic document management experience for users loving Google Docs. We strive to incorporate the ever-increasing requirements and requests of our users, with the best and most-intuitive User Experience possible. We continually strive to upgrade and enhance our product for the love of our customers.


SUPPORT

For more details refer https://www.docufront.com/

Contact us at admin@docufront.com or docufront@gmail.com for any query or feature request. We endeavour to reply as soon as we can.



Informations supplémentaires
TarifsNon disponible
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Statut de professionnel non spécifié
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Docufront vous demandera les autorisations ci-dessous. En savoir plus
Docufront aura besoin d'accéder à votre compte Google
Docufront pourra ainsi effectuer les actions suivantes :
Consulter, modifier, créer et supprimer tous vos documents Google Docs
Afficher, modifier, créer et supprimer des fichiers dans Google Drive
Consulter, modifier, créer et supprimer toutes vos feuilles de calcul Google Sheets
Afficher et diffuser du contenu Web tiers dans les invites et les barres latérales au sein des applications Google
Vous connecter à un service externe
Envoyer des e-mails depuis votre adresse
Afficher l'adresse e-mail principale associée à votre compte Google
Consulter vos informations personnelles, y compris celles que vous avez choisi de rendre disponibles publiquement
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