Speaker 1: Are you using the best document automation software possible? If you want to save time and reduce errors, then it's time to start streamlining your document workflows with a document automation software solution. There are lots of solutions on the market, but not all are created equal. It can be tough to decide which software is right for your business. For instance, the document automation needs of a sales team are going to be different from those of a law firm. I'm Alex, and in today's video, we'll discuss seven popular document automation software products sorted by their best industry and use case applications so you can find the best fit. Let's get into it. Up first, we have JotForm PDF Editor. While JotForm PDF Editor's base functionality is in its form creation, it does so much more. On top of it being a data collection tool, you can also use it to streamline workflows and automate the creation of documents. In fact, over 15 million users have used this tool since it launched in 2006. There are so many great ways to get the most out of the JotForm PDF Editor. You can easily create a polished PDF document with the easy-to-use drag-and-drop editing tools and can customize over 1,200 ready-made templates. You can also automatically transform collected form responses into professional and secure PDF documents. The JotForm PDF Editor takes that collected data and turns it into contracts, invoices, inspection reports, proposals, or any other type of document you can think of. One of the best attributes of the JotForm PDF Editor is that it's free, and it always will be. Simply create a free JotForm account and you're well on your way to secure and professional PDF documents. One of the longest players in the documentation automation game is HotDocs. Since 1993, this software has been supporting over a million users across 60 countries, not to mention the supportive community of consultants and developers it's built along the way. Essentially, HotDocs developer takes in-house documents and PDF forms and transforms them into templates that you can then use to generate new documents. And depending on which HotDocs product you choose, you can even deploy these templates to a desktop, on-premises server, or cloud environment. HotDocs does a knockout job providing strong functionality when it comes to complicated and custom document templates. However, this caliber of work comes at a cost with a heavier investment in setup and installation. Because of this, HotDocs tends to be better suited for organizations that need to automate the creation of complex pre-existing document sets that are used regularly, like commercial banks, corporate legal departments, and law firms. Pandadoc is another popular document automation software, and this one happens to be specifically designed to support the sales process. Teams can improve their workflows when it comes to streamlining the creation, approval, and signature processes for proposals, quotes, and contracts alike. Of course, Pandadoc makes this all super easy with a drag-and-drop editor, one-click uploads, and even a library of professionally designed templates for new document creation. Another benefit to Pandadoc is a real-time alert function. Users can receive alerts when a document requires action. It doesn't stop there though, as it can also track customer engagement with documents that have been sent out. We mean it when we say that Pandadoc is popular. It's the top-rated contract and proposal software on software review sites like G2, Captera, and TrustRadius. When it comes to sales-focused documents, Pandadoc has you covered. Otherwise, it's likely not a good match beyond this use case. You can start using Pandadoc today starting as low as $19 per user per month. When it comes to enterprise document automation, Templify will get the job done. This platform supports large organizations by centrally managing, updating, and distributing company content throughout the entire company. All employees can gain access to the standard document generation features. On top of that, Templify's permission-based system can give managers and compliance teams oversight and access to quality control measures. This way, team members use only approved content. Templify is a great solution that works well with Microsoft Office and Google G Suite applications. These automation features help employees streamline the production of necessary items like contracts, proposals, and sales collateral all within their word processing programs. Overall, Templify is going to be the best solution for enterprises that want centralized control over their company's content. Custom pricing is available upon request, but there is a requirement of a minimum of 50 users. If you're looking for a no-code document automation solution, you should check out DocuMate. This no-code legal document assembly software boasts a simple user interface. It's pretty straightforward. Users create custom web forms that populate data into Word or PDF documents. Questionnaires are created, then loaded as template documents that connect to the form fields within the questionnaire. Users can then share resulting workflows or even embed them into a website to create documents from external user input. DocuMate is essentially best for lawyers and professionals who want that no-code solution with a simpler user interface. DocuMate's original team of developers were lawyers and engineers who wanted to help legal aid nonprofits build client-facing workflows. If you think DocuMate is a great fit for you, pricing starts at $83 per month. Next up, we have Conga. This document automation software is great for a sales team looking to integrate with Salesforce. Conga creates Salesforce native applications that connect Salesforce data with automated document creation and workflows. Conga Composer is the highest-rated document automation software available on Salesforce. It's been around since 2007 and was actually the first document generation tool to launch in Salesforce's AppExchange. With Conga Composer, users can quickly generate, schedule, and deliver documents directly within Salesforce. Once your document has been sent out, you can track how your customers engage with it. Conga will be the best solution for Salesforce users as it provides a number of other Salesforce-related document management tools as well. To get a cost quote, you'll have to contact the company as pricing is on a custom basis. If you're a small and solo law firm that uses Microsoft Word, then our final document automation software is right up your alley. We're talking about Woodpecker. This Microsoft Word add-in is great for simple documentation automation needs. Users get a wide range of template creation features as well as document automation features. And they can all be accessed right within Word. Users can streamline their workflows with over 2,000 software integrations via Zapier and Woodpecker's open API. Woodpecker starts at just $49 per month for their annual plan. No matter your organization's size or specialty, there is a document automation software solution that will boost your productivity and customer satisfaction. Let's review. Here are our top seven document automation software solutions. You can choose from JotForm PDF Editor, HotDocs, Pandadoc, Templify, DocuMate, Conga, or Woodpecker. Until next time, I'm Alex with JotForm. Thanks for watching. Don't forget to click subscribe so you can watch more JotForm videos just like this one.