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How small teams can automate the paperwork steps between a deal and a signed contract with DocFila Workflows, and which steps still need a person.
The fastest revenue leak in a small business is the gap between 'sounds good, send the paperwork' and 'invoice paid'. Every minute spent finding the right template, fixing the placeholders, and chasing a signature is a minute the deal is at risk.
Trigger: a document is imported into DocFila, or gets a tag you choose.
Steps: classify it, add a tag, send it for signature as a signature request, and notify you in the app.
Set this up in DocFila Workflows — see /platform/pilot. Free includes up to 3 workflows, Premium and Pro up to 10.
DocFila does not connect to a CRM, Slack or Stripe yet, so updating the deal record, posting to a channel and sending the invoice stay manual (or use a workflow's webhook to notify another system). Keep a person in the loop for final approval on dollar amounts, any custom legal redlines, and the signing decision.
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.
Scan, sign, edit, translate, and store your documents in one app. Free to download, with optional paid features. No ads.
Or open the web app in any browser.