Clear handoffs, across all your teams
A shared template library, defined approval workflows and an overview of everything in progress. Each team knows what it has to do, and when.
A shared library
The same templates for every team: each document produced meets the company standard.
Clean handoffs
Approval workflows and real-time notifications show who needs to act. A pending approval stays visible.
The big picture
Each user builds their own dashboard and follows their work in progress their way.
What you actually do with Docform
The Docform features that address these needs, as they exist in the application.
Document harmonization
Centralize operational templates and contracts (subcontracting, services, agreements) in structured folders, with attributes suited to your activities.
Cross-team workflows
Drafting, approvals and signature follow the defined workflow. Each person gets a notification when it is their turn to act.
Work-in-progress tracking
Statuses, saved filters and a configurable dashboard: the state of your processes is readable without rebuilding a spreadsheet.
Volume production
Bulk creation generates series of documents from an Excel file, and deadline reminders go out on their own. Your team focuses on what needs a decision.
Where a document process gets stuck
A document process almost always stalls at the same point: the handoff.
Every team has its own documents
The same commitment exists in several forms depending on who drafted it, with wording that does not match.
Files stuck in silence
Nobody knows an approval has been waiting for eight days, because nothing flags it.
Tracking rebuilt by hand
Progress is pieced together in a spreadsheet, from individual follow-ups.
What people ask us most
How do you harmonize documents across teams?
A shared template library, categories and attributes suited to your activities: every document produced meets the company standard.
How do you keep a file from getting stuck?
The approval workflow notifies the expected person, and the wait stays visible in saved filters and on the dashboard.
Can you produce documents in series?
Yes: bulk creation generates several documents from an Excel file, each filled with its own data.
How do you follow progress without status meetings?
Statuses, saved filters and a configurable dashboard give everyone the real state of their work in progress.
Does Docform integrate with our other tools?
Docform currently integrates with HubSpot to import contacts and companies as counterparties. Contract lists export to Excel or CSV. For another tool, let’s discuss your needs during the demo.
Streamline your contract processes
A demo on organizing your workflows across teams.