ActiveDocs can help leverage your existing cloud applications and ensure the integrity of information presented to your customers. For example, you can use your CRM to automatically provide accurate and up-to-date pricing for sales proposals generated with ActiveDocs.
Jimmy Anthony, Supervisor Business Analyst at Delta Dental of Arkansas.
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ActiveDocs is equipped with the technology that makes it easy to communicate securely with many cloud-based applications. You can source data from CRM systems, save your documents in a cloud repository, edit or review your automated documents in Office 365, and much more.
Access your data in the cloud and generate accurate quotes, proposals, statements of work and any other high-value documents you require. ActiveDocs can be integrated with your data in a single click.
You can save your created documents and collected data in a number of cloud repositories such as Dropbox, Box, Google Drive, OneDrive, SharePoint Online and others. Our open API makes this simple and efficient.