Template to proposals to Payments
应用详情更新日期:2022年3月5日
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概览
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.



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