Electronic document management designed for your business

Say goodbye to lost opportunities and inefficient processes. Unlock full automation, seamless signature capture, streamlined workflows, secure document storage, and universal content support.

Robo Docs™ Features

Universal Content Support

Not only can you provide dynamic multimedia within your forms, but with our Robo Docs™ universal print driver, you can incorporate any 3rd party forms into your workflow.

Workflow Management

Elevate your workflow efficiency with Robo Docs™ and unleash the power of multi-party chained workflows. Seamlessly extract and import provided information into your preferred 3rd party CRM, EHR, or ERP system.

Online Storage & Retention

Securely store your documents in the cloud. Robo Docs™ provides peace of mind, with full access control, automatic backup and full search capabilities.

How Robo Docs™ Can Help Your Business

Powersports, RV & Marine Dealerships

  • Complete E-commerce
  • Digital desking with F&I support
  • Warranty registration & CRM integration

Medical Offices

  • Automatically upload patient forms to your practice management software
  • Eliminate human error for scanning or transposing forms
  • Eliminate paperwork storage and filing systems and the associated costs

Home Service Professionals

  • Close more sales with digital quotation & remarketing tool
  • Warranty registration & CRM integration

Interested in learning how Robo Docs™ can improve your business?

Every Robo Docs™ instance is configured to align with your existing processes, with the goal to facilitate a seamless transition to a paperless workflow, resulting in reduced administrative costs, accelerated sales processes, and the reassurance of secure, cloud-based document storage.

Contact our product team to schedule a demo and see how Robo Docs™ can improve your bottom-line.