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Custom

Custom

From:

/ month

Includes 5 user account

Includes 5 user account

€ / month per additional user € / year

BENEFITS:

  • Our team configures your solution
  • Includes ALL R2 Docuo Apps (Contracts, Invoices and Proposals)
  • Create custom fields and workflows
  • Professional-grade Document Management
  • Secure file exchange with third parties
  • Automatic DOCX and PDF generation
  • All electronic signature methods
  • Artificial Intelligence in your processes
  • Plugins and API integration

Features

Basic features

Document Management

Organize and streamline work with documents: Everything in one place, always accessible.

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Database

Create tables with custom fields, relationships between entities, queries, and more.

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Collaboration

Create comments, calendar reminders, or tasks for your team. Collaborate like on a social network.

Preview

Allows previewing PDF files in the document manager without needing to open them.

File sharing

Corporate portal

Create accounts for clients and suppliers in a secure space for file sharing:

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Download links

To download files of any size securely with just one click. Add expiration dates, passwords, “single-use” access, and much more.

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Workflow management

Workflow

Optimize your office processes by controlling the steps of each task:

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Up to 1,000 workflow operations per user/month *

Color-coded visual management

Additionally: Use formulas to determine the color at any given moment

Automation

Additionally: Schedule actions upon entering or exiting a specific state. Combine multiple PDFs into one

Email notifications

Create emails that will be automatically sent to individuals when it’s their turn in the process.

Teams notifications

Send notifications to your Microsoft Teams chats automatically when something important happens in your processes.

SMS notifications

Automatically send SMS text messages to any recipient.

1 Docuo credit (€0.05) per each SMS message sent

* The number of workflow operations is calculated globally (for example, 3 users allow a total of 3,000 workflow operations per month). It is possible to increase the number of operations per month using Docuo credits. Check the price calculator for more information.

Forms

Data collection

Create new records and requests in Docuo using simple and user-friendly online forms.

 

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Viewing and editing

Send links to forms that already contain updated information so that users can view, review, and modify it.

 

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Free for users.
Open access can be enabled for 30 days for anonymous users and collaborators for 2 Docuo credits (€0.10/doc)

Automation

In addition to saving and updating data, schedule any action to occur when a form is submitted

With "lines"

Make your forms include “lines” of related information in the database

Automatic document creation

From Word 365 templates

Use Word 365 templates to create finalized PDF documents:

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Up to 500 automated documents per month *

With QR codes

Allow your users to access any document from their devices using QR codes included in them.

Allow users to access the digital version of any document using the camera on their devices

With "macros"

Create templates with conditional paragraphs, images, and tables.

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Smart templates: Include conditional paragraphs, images, and tables in your documents

* It is possible to increase the number of document automations per month using Docuo credits. Check the price calculator for more information.

Electronic signature

eSignature

Sign documents with full legal validity, from your mobile device:

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Unlimited signatures for 90 days from any device, according to eIDAS regulations.
5 credits (€0.25/doc)

eCertificate

Sign documents with full legal validity using certificates:

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Sign with digital certificates. Including signature pad

Artificial Intelligence

AI instructions

Create your own artificial intelligence prompts that you can use automatically in your workflows:

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+600k AI tokens for 500 Docuo credits (€25) *

R2AI Assistant

Use the R2AI wizard to answer questions about your data and documents and to execute interface instructions and commands.

Learn more

+600k AI tokens for 500 Docuo credits (€25) *

* The number of tokens per package is an estimate and may vary depending on the model, the nature of the prompts and OpenAI’s rates. You can think of tokens as chunks of words, where 1,000 tokens equals about 750 words. Check the price calculator for more information.

Low-code programming

JavaScript code

Use JavaScript code blocks to define formulas, conditions and custom automations.

T-SQL Code

Use Transact-SQL scripts to define conditions (predicates) in your Docuo templates and applications.

Custom buttons

Create buttons that trigger custom actions and automations when the user presses them, without needing to advance in the workflow.

Native features

They allow access to data and Docuo documents in your scripts and automations:

detailCount, detailSum, detailMax, detailmin, detailAvg, detailAgg, detailFind, categoryCount, categorySum, categoryMax, categoryMin, categoryAvg, categoryAgg,
find, uiSetFieldValue, http.get

Plugins

Microsoft Teams
Active Directory

The plugin is purchased separately. Check the price calculator

Microsoft SharePoint

The plugin is purchased separately. Check the price calculator

OpenAI (ChatGPT)
Microsoft PowerBI

The plugin is purchased separately. Check the price calculator

OKTA

The plugin is purchased separately. Check the price calculator

Integration through API

API access

Up to 5,000 calls per month *

Development of connectors

Our team will program a custom integration layer to communicate with your systems.

Contact us to learn more

* It is possible to increase the number of API calls per month using Docuo credits. Check the price calculator for more information.

Speak with a sales specialist

Contact sales

...or set up the plan that fits you best.

Pricing calculator