CRM Online Releases Intellidocs Version 2

It is with great excitement that CRM Online announces the release of Intellidocs Version 2 - an even more comprehensive way to make your contract management painless. 

Intellidocs is a platform that CRM Online has developed internally that aims to address one of the most commonly asked questions by clients: 

How can we create standard documents, contracts and proposals while leveraging our CRM data?

Intellidocs allows users to generate contracts, quotes and letters with a single click in their CRM system by automatically pulling the data from your system and compiling it into a document which is ready to be sent and signed on a smart phone or tablet. This is then captured back into your CRM in real time so you always know where your important documents are being stored. Not only does this save time, but it also increases compliance of your documents by reducing human error!    

The new version of Intellidocs has a number of added benefits: 

• Australian-based rendering engine means that the platform is viable for banking & financial institutions;
• Electronic signing support for all major signing platforms (Echosign, Hellosign & Docusign);
• A cleaner user interface that shows clear document history and key events;
• Support for merging documents from ANY module, including custom objects;
• Mass generation engine for documents;
• No up front licensing fee for implementation - pricing is now per use based.