Common uses

Small Business Management Assistant

Cloud-based service, designed to support your business across a variety of areas that standard dedicated systems (like finance or CRM) don’t cover – fast data storage and easy retrieval, reminders, electronic signatures, document generation, and more. Save time for your employees and clients, improve efficiency and reliability, build a strong reputation – and make the most of it!

What’s in the System?

  • Electronic / Digital Signatures: Send electronic signature requests to obtain prior commitment from the other party.
  • Forms for Exchanging Information with External Parties: Forms for data collection, approvals, online report distribution, surveys, and electronic signatures.
  • Tracking System with Important Date Reminders: Set reminders for any important date in any item you manage, and receive a daily summary email.
  • Management and Preservation of Critical Knowledge: Every business has information whose loss can be critical. Examples: agreed pricing and terms from a call, installation specs of a complex system, risk prevention procedures.
  • Contract and Agreement Management: Proper contract management reduces risks and losses, ensures promises are fulfilled, and generates value for the business.
  • Simple Document Generator – for Complex Documents/Reports (MS Word/PDF): A game-changing feature that saves time and prevents errors for those who repeatedly generate similar structured documents or reports with varying content – price quotes, service call summaries, project timesheets, and more.

Business Benefits:

  • Time Saving and Increased Efficiency: Automate repetitive processes, centralize information, access it quickly, and reduce duplicate work.
  • Risk Protection and Improved Reliability: Prevent human error, protect against data loss, and implement proactive risk management.
  • Knowledge Retention and Information Asset Preservation: Build an organizational knowledge base and convert personal knowledge into organizational knowledge.
  • Improved Customer Experience and Organizational Reputation: Professional external communication and faster response times.
  • Cost Savings – Free up Resources for Innovation

Examples
Examples of Important Internal Organizational Knowledge: • Agreements and contracts (tracking expirations, option executions, warranty deadlines…) | • Visitors at your business booth during a trade show | • Items loaned to others | • Project timesheet reporting | • Meeting logs with consultants | • Maintenance tracking for equipment

Examples of Important Information Exchanged with External Parties: [Data Collection] Visitor information at a secure building entrance | Service request | Service order • | • [Approvals] Price quote approval sent to a client • | • [Survey Forms] Event registration form | • Satisfaction survey | • Job applicant details • | • [Online Reports] Monthly service summary

DocsRobot – Key Advantages
A well-established cloud service at an affordable price | • Intuitive and easy to use – both for those creating forms and those using them to enter data – for immediate deployment | • A fast and simple DIY platform – from a powerful, user-friendly form builder, to use of Word/Excel templates, and easy setup of dynamic views (quick reports) | • Multiple tools for extracting maximum value from stored data – fast search, advanced query builder, Excel reports (both instant and template-based), and more | • Mobile-friendly with responsive design | • A variety of breakthrough features in the world of electronic forms – found in no other form system!

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Contracts management system

End-to-end management of business agreements with a sophisticated reminders mechanism that includes daily emails of open issues, contract document generator, forms for viewing concise and organized contract data, electronic signing, process management, etc. Redeem contractual benefits, avoid risks and mishaps, save time, and maintain knowledge!

DocsRobot is a cloud service for efficient contract management, based on electronic forms adapted to different types of contracts, and includes a variety of specialized capabilities for the contracts domain.
Main capabilities: [-] reminders for any date with daily emails, reporting progress, etc. [-] Instant viewing of important data, in a clear, actionable way, [-] Quickly create repetitive contract documents using digital forms, [-] Electronic signatures for contract documents, [-] Process management through statuses, [-] Sharing with peers using sophisticated access control rules, [-] DIY for complete independence – form-designer, report-templates, etc.!

Main Benefits (Let contracts chase you instead of chasing them) [-] Risk reduction, avoidance of mishaps, [-] Save time and expenses, [-] Accumulate knowledge and harness it to the success of the business.
Main advantages: [-] An established expert system, with templates; Each contract type has a unique input form with its specific data, [-] Intuitive and easy to use, [-] Full support for mobile devices, [-] A variety of advanced features centered on contracts – document generator, electronic signatures, process management…., [-] Modular – use only what you need; Avoid complex features you don’t…, [-] Unique access control rules system – automation by job role, organization unit, Chain of Command…

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Reporting management (inside or outside the organization)

Do the employees fill out regular reports on pages or in documents? Is there information that you regularly collect from external parties by a phone call, email, or document? Switch to a modern form-based reporting system that you can easily and quickly create yourself, with mobile support. Employees will submit reports this way, and external parties will provide you with information. Save time, prevent mistakes, show progress and efficiency and use information that is currently being lost...

Use DocsRobot cloud service for managing reports efficiently, using electronic forms. Get reports submitted both internally (from employees) or externally (from people outside the organization), from desktop or mobile.

Save time, make information useful and actionable, and prevents mistakes!

main capabilities:

  • Fast and simple independent reporting forms design.
  • You can determine which forms each employee sees
  • An employee can “submit a report” from anywhere, from the computer or mobile (customized display)
  • An external party receives a link to enter data, and when it saves, it is stored in the corporate system.
  • Sophisticated forms, with calculated fields, conditions for changing display, mandatory fields, etc.!

The main advantages of DocsRobot:

  • Intuitive and easy to use in creating reports
  • Do-it-yourself system is simple and quick to set up
  • Support for mobile work with display adjustment
  • A unique mechanism for mapping access – which forms are accessible to each employee/position…

Main benefits:

  • Saving employees’ time
  • Visibility of progress and efficiency with customers
  • Accumulating knowledge and harnessing it for success