PROFESSIONAL
BUSINESS
ENTERPRISE
Feature |
Professional |
Business |
Enterprise |
|---|---|---|---|
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Document management
Organize your files in categories with specific data fields (metadata). Search by any field.
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File sharing
Private file exchange area for clients, suppliers or external parties. Creation of public download links.
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Collaboration
Create comments, calendar reminders, or tasks for your team. Collaborate like in a social network.
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Workflow - Basic
Control any business process by defining its steps. Use Kanban boards for visual management.
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Forms - Basic
Create public data collection forms with the fields you choose to start your business processes.
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365 Templates - Basic
Create Microsoft 365 templates (Word, Excel, and PowerPoint) that will be populated with the information of your choice. Convert to PDF automatically.
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email automation - Basic
Create emails that will be automatically sent to people when their turn comes in the process.
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Workflow - Intermediate
Get more out of Kanban boards. Set automatic colors for your cards and view totals by column.
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Forms - Intermediate
Use forms to view or modify data at any step in the process, or to preview any document.
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PDF signing - eCertificate
Sign PDF documents with digital certificates automatically. Even massively.
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PDF signing - eSignature
Send electronic signature links that recipients can sign from any device. With full legal validity in accordance with the eIDAS regulation.
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SMS text messaging
Automatically send SMS text messages to any recipient.
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Microsoft Teams plugin
Send notifications to your Microsoft Teams chats automatically
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Microsoft SharePoint plugin
Allows Docuo workflows to copy documents to corporate Microsoft SharePoint® Online (Microsoft 365) / On-Premises sites.
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Active Directory plugin
Allows users and collaborators to use corporate Microsoft Windows® credentials to log in to Docuo.
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API integration
Create your own connectors to integrate Docuo with any existing software using API programming functions.
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Workflow - Advanced
Enjoy additional events to automate more actions and include advanced Javascript formulas in your processes.
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Forms - Advanced
Combine fields from different document categories to merge several forms into one.
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365 Templates - Advanced
Create repeating paragraphs, conditional sections or tables and achieve complete automation of your documents.
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email automation - Advanced
Add repeating sections, conditional paragraphs, or tables to your emails.
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Merge PDF documents
Merge multiple PDF documents into one automatically and at any point in the process. Ideal for annexes and contracts.
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Use Docuo credits to enhance any document workflow, management & business capabilities
Upgrades |
Effect |
Price |
|---|---|---|
|
External Workflow document upgrade
Allow clients, suppliers or external agents to interact with your document workflow using custom web forms.
|
Enable unlimited external workflow & metadata actions for a single document for the next 30 days. |
2 credits
(€ 0.10)
per document.
Charged on demand
|
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External Preview document upgrade
Send document preview & approval links to any external user so they can view your doc without downloading it.
|
Enable unlimited external previews for a single document for the next 30 days. |
2 credits
(€ 0.10)
per document.
Charged on demand
|
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eSignature document upgrade
Complete contracts and other agreements in minutes through custom lawful review & sign links that internal or external users can use from their devices.
|
Enable eSignature for a single document for the next 90 days. Upgraded documents can be eSigned as many times as needed. |
40 credits
(€ 2.00)
per document.
Charged on demand
|
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SMS text messaging
Send SMS text messages with important information, notices or alerts to the mobile phone of contacts, clients or collaborators.
|
Send a text message (up to 166 characters) to a recipient. |
1 credits
(€ 0.05)
per document.
Charged on demand per message.
|
Base quota is enough for 90% of organizations, but maybe you are in that heavy-duty 10%...
Boosters |
Base quota |
Effect |
Price |
|---|---|---|---|
|
Workflow Operations
Get 1,000 extra state changes this month
Booster pack |
1,000 x user / month *
Included in all editions
Workflow operations |
+ 1,000 Workflow ops.
This month
|
100 credits
(€5)
Charged on demand
|
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Document Automation
Get 500 extra docs automated this month
Booster pack |
500 Doc. automations / month
Included in all editions
|
+ 500 Doc. automations
This month
|
1.000 credits
(€50)
Charged on demand
|
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API calls Booster pack
Get enough API calls for those mission critical integrations
|
5k API calls / month
Included in Business and Enterprise editions
|
+ 50k API calls
This month
|
1,000 credits
(€50)
Charged on demand
|
* Repository base quota for workflow operations are computed globally
(i.e. 3 users allow a total of 3,000 workflow operations per month).
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