Intelligent Contract Automation
Create more time to focus on growing your business with fast, automated contracts for any industry.
Thrive in Your Business with Contract Automation
Ensure students, staff and faculty have the right tools for success with education workflow automation.
Impress clients from the get-go with easy, secure document review and signing for invoices, purchase orders, and more.
Make patient intake easy for new patients while staying HIPAA-complaint with healthcare automation software.
Grow your agency with automated form processing. Simplify how your agency handles quotes, proposals, invoices, and more.
Create and route legal documents to collect legally binding eSignatures from clients and stakeholders; freeing up your firm to focus on clients.
Save time and money by taking vital paperwork digital and freeing up time for employees and volunteers.
Send, sign, action! Easily send and collect signatures on waivers, contracts, and invoices to power your studio.
Don't see your industry? We support all verticals.
Ways to Use Contract Automation
Take contracts digital for your sales department and give the right first impression to new clients.
Stay COVID-conscious with HIPAA-compliant vaccination tracking that can be accessed from any computer or mobile device.
Help new hires have a great first day by giving your HR team the tools to automate onboarding paperwork.
Collect new patient paperwork using HIPAA-compliant forms and eSignatures.
Contract Management by Role
Docubee Integrates with Your Favorite Apps
Google Drive
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
Salesforce
Sales, HR, and marketing teams rejoice. Using Docubee’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
Zapier
Have a CRM, HRIS system, or other client management tool you can’t live without? Using Docubee’s Zapier integration, you can connect the apps you love and let the productivity flow.
Keap
Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.
OpenAI | Zapier
Easily generate unique documents using Docubee’s ChatGPT by OpenAI integration, powered by Zapier. This new integration allows you to enter text to generate a document using AI, edit the document as needed, and send it out for signature. Try it out for yourself.
SharePoint
Manage and store documents with ease. Docubee’s Sharepoint integrations allow you to export documents to SharePoint’s powerful web-based team collaboration software as part of your workflow.
Dropbox
Access the documents you collect in the platforms you’re already using. Docubee’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
Capsule CRM
Capsule CRM is designed to help businesses win more sales and nurture existing relationships with the tools small and medium sized businesses need to thrive. Fully automate the collection NDAs, sales contracts and agreements with Docubee’s Capsule CRM integration.
Pipedrive
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.
Case Study
San Juan College Automates Contracts and Program Processes with Docubee
Secure Contract Automation Platform
Docubee puts security and compliance first so you can focus on what matters.
