Zocuments

Start by telling Zocuments what you want to produce, then feed it the data. Build your own layouts with merge fields for names, amounts, dates, and clauses. Bring in rows from XLSX, CSV, or JSON, map columns once, and preview a sample before running a full batch. Export polished PDFs or editable Word files, apply file naming rules, and send them where they need to go. Use Zapier to email generated files, create folders in Google Drive, or trigger steps in other apps; connect Salesforce to pull records and push back links. Version history tracks every template edit so you can roll back if a change does not land as expected.

If you work with scans or photographed paperwork, run OCR to turn them into searchable, copyable text. Highlight key fields and save them as reusable extraction rules. Add tags for fast retrieval—client, project, region—and filter by date, author, or status. Offline mode lets you keep working when the network drops; changes sync when you’re back online. Retention controls help you define how long to keep sensitive files, when to purge them, and who can move them into archives. Compliance views show what was created, who reviewed it, when it was sent, and which rules were applied.

When assembling complex deliverables, pull approved components from a clause library and build a document with a few clicks. Share a draft, collect comments, compare differences, and accept changes with full traceability. Route the final version for e‑signature and store the signed copy automatically. If a client needs a different format, convert without breaking layout or readability. Mistakes happen—use file recovery to restore previous versions or retrieve deleted items before they’re lost for good.

Automate everyday work across teams. Sales can turn CRM opportunities into proposals with pricing tables and signable terms. HR can generate onboarding packs, contracts, and policy acknowledgments from a single form. Accounting can merge invoice data in bulk and distribute to Drive and email in one run. Developers can post JSON to an endpoint and receive back documents, while operations rely on indexing and archival rules to keep records tidy. Freelancers and small shops benefit from quick setup; larger organizations scale workflows with integrations, roles, and audit logs. Zocuments gives you a practical path from raw data to finished, compliant, and shareable documents—reliably and at speed.