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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Seamless Automation in Operations Management

As an operations manager, planning and control are your priorities. Leave the paperwork,  signatures, and constant follow-up to us for streamlined operations management.

Benefits of Operations Automation

Easy Form & Document Collection

Don’t let documents sit waiting on approvals. Improve document turnaround and response rates with easy-to-use, digital forms with automated routing and reminders built in.

Streamlined Feedback from Customers

Need to collect feedback? Send out surveys to customers using a link, QR code, or email and let them submit their answers digitally from any device.

Connected Processes

Keep teams connected—wherever they are. Relying on operations paperwork automation ensures nothing falls through the cracks, even when work is being done remotely.

Built-in Compliance

Digital forms and documents provide a compliant way to collect and store your data in case of audits. Docubee is a HIPAA, FEPRA, SOC 2, and CCPA compliant eSign and form automation tool.

I’ve had great feedback from the people that send the forms, as well as great feedback from the administrative people who receive the forms.

Dayna Setzkorn
Operations Manager at Contact Hamilton
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Secure & Compliant Forms for Your Organization

Keeping your business secure and compliant through it all is at the top of our priority list. Learn about our security standards.

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Automate Crucial Tasks & Paperwork

Keeping things moving can be hard when you’re in the weeds dealing with paperwork. Docubee automates the tasks that power your organization.

Strategy & Planning Documents

Have trouble tracking down your most recent planning documents? Access the most current versions through the Docubee cloud without searching through an endless sea of paper.

Customer Feedback Collection

Boost return rates on customer feedback forms and ensure completion. Docubee makes it easy for customers to quickly fill out your survey forms without the need for printing and mailing.

Human Resource Documents

Taking care of your human resources team and keeping them in the loop can be challenging. Docubee makes it easy to send HR requests with automated routing and digital documents.

Accounting & Purchase Documents

Your accounting team has better things to focus on than shuffling through paperwork. Allow them to get the information they need and send purchase orders using fillable forms and documents.

Operations Automation Case Studies

Contact Hamilton once managed all of their paperwork using a combination of paper and emails, which was slowing their employees down. With the help of Docubee, they took their complex, multi-step documents and processes digital.

A Simple Way to Automate Business Operations

Operations management doesn’t have to include managing unorganized or time-consuming processes. Using the right automation tool can transform the way you work. Docubee makes it easy to get started with simplicity.


You don’t have to be an IT specialist to use Docubee. And trying to figure out a complex tool to automate your processes can feel like a waste of time. Docubee lets you get started fast so that you can start sending documents sooner rather than later.

Pre-built Templates

Starting from scratch can feel daunting. That’s why we’ve created a library of templates that allow you to customize and use as a starting point. And if you get stuck, our team is here to help.

Automate Tasks Big & Small with Docubee

Integrations Designed for Operation Management

Cut out extra steps from your document workflow. Collaborate in Sharepoint. Store documents in GoogleDrive. And, connect with your other most-used CRMs and programs to unleash productivity for your documents and forms.

Start Automating Your Crucial Paperwork Tasks Today