1. תמצית מידע
A secure, cloud-based data management system, accessible both from desktop and mobile, based on digital forms you can easily build yourself, with a document generator, electronic signatures, notifications, process management and more

Used by our clients to manage contracts and tenders, to submit and monitor reports, to create formatted documents (such as certificates), to receive electronic signatures from external parties, and more...

What's in the system?

Management of "data records" of various types divided into categories, using self-designed digital forms

Word/PDF document generator: merges the information from the records into MS-Word template documents

Sending the documents for electronic signature (including multiple signatories, identity verification, and more)

Creating reminders for important dates, receiving email notifications

Defining "processes" for each category, with "stations", and process management of the records

Sophisticated query engine for quick searches of records (including saving/loading queries)

Quick and easy self-designed Excel reports based on "templates".

Programming interface (API) for integrating the system's capabilities (electronic signatures, generating document, alerts...) - in existing business processes

Goals you can achieve

In data-management: saving time (uniform and organized presentation, quick searches...), prevention of "mishaps" (email alerts), efficiency (process management, reports)

As document generator: saving time of producing complex documents, preventing errors and omissions (creating Word documents without the use of Word), proper utilization of employees (even junior employees can perform complex operations)

In electronic signature: reducing risks (creating the commitment of the signer), saving time (signing from afar)

Unique advantages

All DIY, easily: forms, categories, reports

Create, from the Word docs you already have now, the templates for all the docs you will create from now on, with the generator

Advanced capabilities - mobile support, simple creation of document templates, multiple signers, identity verification

Benefits

Efficiency and cost reduction – an advanced information management system

Do-it-yourself system – fast implementation, adapted to your needs, without unnecessary expenses
Build your own digital forms for the subjects you need to manage – and the system, as if by magic, will automatically create everything else. Get pre-made templates from us. Create your own document generator template documents, report templates, etc.
Let goodbyes chase you
Add a reminder for each date field that needs tracking. Once a day, the system will send you a central email with all open topics
advanced unique abilities
Merge information to create documents, send for electronic signature, manage processes using “stations” of statuses, create Excel reports from templates, find everything easily with a query engine, activate document creation mechanisms as part of organizational processes via API (e.g. from the ERP for signing an agreement)

Save time and avoid mistakes – documents-generator

The built-in document generator is simple to set up and use. It will save you a lot of time, because creating a complex WORD document from scratch is a lengthy process, while creating it from a digital form is very fast. Also, there is no need to search for the latest copy of the document of the type you want to create - the system always uses one template document, and it is always up-to-date It will prevent you from making mistakes and omissions - when you copy a previous document in order to replace the "moving parts" with the information relevant to the document you want to create - there is a high chance that you will miss something. When the form is organized with mandatory fields, impressive retrieval, chapters and tables - you won't be able to miss anything

Reduce risks and save time – electronic signatures

Reducing risks and promoting transactions: many "transactions" require a commitment from the other party, and may disappear if you face technical difficulties. The system allows you to fill in essential details during a phone call, then perform the act of creating the document and sending it for signature with the click of a button. The other party's signature constitutes a meaningful commitment, and reduces the risks of the transaction. Saving time: instead of printing documents and sending them or meeting with the signing party, you can sign with the click of a button, immediately. The signed documents are automatically saved under the record from which they were created - no need to "file" and "pull" them. We use Comsign's infrastructure, allow an additional layer of protection such as identity verification documents, and allow defining rounds of signatures of different parties...

Forms-Designer and Doc-Templates: a true DIY system

DocsRobot היא מערכת מהפכנית, בכך שהיא מאפשרת לך לבנות את "הלב של המערכת", סוגי-הטפסים השונים, באופן עצמאי לחלוטין ובצורה פשוטה. בכל פעם שיוצרים "סוג טופס" חדש כזה (חוזה שכירות, דוח אירוע, נוהל קליטת עובד…), מתרחש "קסם", ולסוג-הטופס הזה נבנים באופן אוטומטי רכיבים שונים שעוזרים לנהל "רשומות" מסוגו – עץ הקטגוריות מציג אותו, נבנה עבורו "מסך ראשי" שאת העמודות שלו אפשר לבחור, במסך מופיע "מסנן" שמאפשר ליצור שאילתות מהשדות שבנינו בטופס, מופיעה אפשרות ליצור "תבנית דוח Excel" עם אותם שדות, וכו'.

קרא עוד...

MS-Word documents generator – real magic!…

EN Feature Desc Home page

צרו מסמכי Word עם תוכן שחוזר על עצמו, בשבריר מהזמן שלוקח לכם להכין אותם כיום, וללא חשש מטעויות

המסמכים שיווצרו יתבססו על אותם מסמכי WORD שהתרגלתם ליצור בעצמכם ידנית עד היום – ממותגים לעסק שלכם, מעוצבים לפי טעמכם, ומכילים את התוכן הסטנדרטי שהבנתם מזמן שחייבים לכתוב בכל מסמך… כל ההבדל הוא – שתוכלו ליצור אותם בקלות, ולא תחסירו שום דבר.

ניתן ליצור כך חוזים, הצעות מחיר, מכתבי התראה, וכו’

קרא עוד...

Digitally signing documents generated by the system

כל מסמך שנוצר במערכת - ניתן לבקש לחתום עליו דיגיטלית, בלחיצת כפתור.

מלא פרטי נמען (אימייל, טלפון) - והמסמך יגיע אליו בתוך שניות. הנמען יוכל להציג את המסמך במחשב או בנייד, ולחתום עליו עם האצבע או העכבר.

סגור עסקאות, חסוך זמן ומאמץ, ושמור על בטיחות עובדיך

קרא עוד

Light plan

If you want any of the following benefits, among others, consider using our best value-to-money LIGHT edition (starting from 12 USD per month only):

  • Do more than the free-edition limits: generate more than 5 documents per month, save more than 2 types of Forms, generate multiple documents from a single Form, etc.…
  • Save "records" of data you used for generating documents, for history and re-use
  • Use flags in Forms to choose "sections" to include in the document
  • Add users to your Organization