Business Process Automation | DocsCube
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Map and Automate Business Processes

Eliminate approval delays, repetitive emails, slow manual processing, human error, and other repetitive daily tasks.

Join 100+ companies that have chosen to automate their B2B sales cycle.

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Build Your Own Processes Flow Under 5 Minutes

Start automating busywork today and reduce redundancies!

Try Now ― Create Your Processprocess automation

What is Process Automation?

Process = Request Forms+Kanban +Workflows

Processes are a set of activities divided into phases. Each phase has its own dedicated workflow. These workflows can be triggered by form submission or status change, simplifying automation at every stage of the business process.

business process automation

Use Cases

Start automating busywork today!

Try Now ― Build Your Flow

Order Form Automation

  • Share Form
  • Automate Welcome Email
  • Automate Document Pre-fill
  • Send for Signing
  • Set Status

Lead
Generation

  • Share Form & Collect Data
  • Create Party in the System
  • Automate Welcome Email
  • Create Notification For the Team

Contract
Signing

  • Collect Data With Forms
  • Automate Document Pre-Fill
  • Send Contract For Signing
  • Send Thank You Email
  • Set Status

Approval
Processes

  • Send For Approval
  • If Approved - Set Status
  • If Not Approved - Notify Team
  • When Completed - Set Tag

Client
Onboarding

  • Collect Data
  • Send Welcome Email
  • Pre-Fill NDA & Send for Signing
  • Send Onboarding Materials
  • Set Status

Create Processes That Follow Your Business

See Automation In Action
Request
Contract
eSign
+

Sales Teams

  • Service Request
  • Sales Proposals
  • Sales Quotation
  • Lead Qualification
  • and more

Legal Teams

  • NDA
  • Contracts
  • Insurance Policies
  • Employment Agreements
  • and more

HR Teams

  • Employee Onboarding
  • Agile Recruiting
  • Candidate Interview
  • Job Application
  • and more

Start by Creating Custom Request Form

Easily create and share request forms. Seamlessly collect data, impress your customers, and track request statuses all in one centralized place.

  • Easily Collect Data
  • Automate Document Pre-Fill
  • Send Forms For Input
Get Started

Organize and Track Requests In Boards

Simplify request management. Create phases that align with your business process. Easily track and automate actions.

  • Task Status Tracking
  • Manage Agile Boards
  • Automate With Workflows
Get Started

Connect Forms and Workflows

Unlock power of your data. Streamline processes and automate emails, documents and signatures.

  • Trigger Workflows Based on Submissions or Status Change
  • Simplify Approvals
  • Streamline Data Flow
  • Automate Emails
Get Started

Easily Approve and Collect Feedback

Efficient approval processes can significantly expedite the workflow by reducing delays and ensuring timely decision-making.

Get Started

Design and Automate Business Processes 10x Faster

Transform your business, empower your team and boost efficiency at every step of your BPA journey. Organize, simplify, eliminate redundancies and reduce costs by embracing DocsCube - the scalable, all-in-one digital solution that backs you as you grow.

Fast and Simple Document Generation Process

Easily create legally binding digital documents and templates using powerful document builder.

Automate Workflows and Reduce Redundancies

Increase speed, accuracy and overall efficiency by automating the tasks you do most often. Send notifications and reminders, create alerts and track progress on the go.

Improved Process Speed and Efficiency

Standardize repetitive processes, boost accuracy, mitigate the risk of non-compliance and the costs associated as a result. Rest assured that all forms and documents your company uses are current and accurate.

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Streamline client collaboration.

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