Our Services
We offer a number of services to help our users integrate and automate their document generation flows.
Document Automation Flow Setup
We can automate your document generation flow using Zapier, Make or one of our other integrations that has up to 4 steps. This is a done-for-you service and fits great companies with less experience in automations.
Example:
-> (1) User submits form with data (Google Form, Typeform, CRM etc.)
-> (2) Document Generation (ActiveMerge Setup)
-> (3) Document is saved in a Google Drive/Dropbox folder
-> (4) Document is sent via Gmail to user or different address.
Price: $199
Includes: Consulting + Setup Integration + Testing
Not included: Zapier subscriptions or other paid tools.
Duration: 3-4 hours
Book a callDocument Template Conversion and Setup
If you want to automate your document generation and need help converting your current templates to fit ActiveMerge requirements, we can help. Our team will convert and optimize your documents to match our simple systems.
Example:
-> Sales proposals
-> Service contracts
-> Expense reports
Price: $89/document (we offer significant discounts for users with 3 or more templates)
Includes: Template Conversion + Testing
Not included: we don't generate documents, you have to have them
Duration: 1.5 hours
Book a callVideo Onboarding & Consulting
Not sure how to start and what processes you can automate? We can help.
With our custom onboarding and consulting service we can provide you the right tools to automate your processes and save both time and money.
Example:
-> What tools do I need
-> What processes can I automate
-> How ActiveMerge works
-> What integrations can I use
Price: $49
Includes: 45 minutes Consulting Call with Examples
Duration: 45 Minutes
Book a call