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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.
Build Your Own Processes Flow Under 5 Minutes
Start automating busywork today and reduce redundancies!
Try Now ― Create Your Process
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.
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
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
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
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
Easily Approve and Collect Feedback
Efficient approval processes can significantly expedite the workflow by reducing delays and ensuring timely decision-making.
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.
Get Started Now
Streamline client collaboration.
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