Over 1 Billion people use Evernote, Dropbox, Google Drive, MS OneDrive or Box. Great apps to collect, store and share knowledge but not to drive team action and get things done.
Azendoo leverages cloud collaboration apps to bring the simplest and most powerful way to share tasks or files across teams and stay in sync on projects.
Azendoo increases teams' productivity. Available on the web and mobile, Azendoo centralizes your work and lets you share tasks across projects, live discuss, share any type of documents and follow your projects advancement.
About Shuttle
Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.
Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.
Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.
About FormSwift
Users of FormSwift can easily create documents and gives your team the ability to collaborate as well as choosing templates from a big database. Selected templates and forms can be edited easily such as adding text or images on the customized forms.
This platform enables clients to create a workflow in the cloud and go paperless, without the need for printing or mailing.
FormSwift is particularly useful for small businesses as it offers them legal and commercial forms. Personal forms can be used for documenting various transactions, create contracts, or making legal requests.
Features
2-Factor Authentication
API
Chat
Dashboard
Data Export
Data Import
Document Comparison
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
History/Version Control
Multi-User
Notifications
Password & Access Management
Project Management
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
Document Comparison
File Sharing
File Transfer
Electronic Signature
Automated Conversion
File Format Conversion
Template Designer
PDF Export
Offline Access
Summary
Integrations
Task Management
Projects
Live Chat
Document Sharing
Multiple Workspaces
Summary
Let Partners Sign Up From Your Website
Let Partners start referring business and track progress
Let customers upload KYC information
Customers complete proposals using digital signatures
Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven
Flexible Form completes, create your own or use existing (ie Direct Debit)
Summary
Create Documents
Upload and Edit PDFs
Electronic Signatures
500+ Templates Library
Personal Legal Forms
Small Business Legal Forms
Real Estate Legal Forms
Tax Forms
Pricing
Credit card required: N/A
Personal plan 7$/user/month.
Team plan 9$/user/month
Pricing
Starter Package
Free
Included in plan:
Sign Up Partners From Your Website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
AML/KYC Checks from Creditsafe or Equifax (chargeable)
Pipedrive Integration
Initial Service Setup Included
SME
$85.00
5 user(s) / month
Included in plan:
Web Direct Journey
Accept Applications from your website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
20 Companies House Lookups
Passport/ID Verification from Passport Proven or Onfido (chargeable)
AML/KYC Checks from Creditsafe or Equifax
Pipedrive Integration
Initial Service Setup Included
Professional
$275.00
10 user(s) / month
Included in plan:
Get Partners Referring Business
Web Direct and All Partner Journeys
10 Internal Users, 10 Partner Licences
iFrame Web Form
10 Forms (Contract, T&Cs)
Unlimited Digital Signatures
Unlimited Companies House Lookups
Passport/ID Verification From Passport Proven or Onfido
KYC/AML Checks from CreditSafe or Equifax
Pipedrive Integration
Initial Service Setup Included
3 months Shuttle Together Support
Pricing
Monthly Membership
$39.95
1 user(s) / month
Included in plan:
You can create, download, edit, sign, and share documents
Annual Membership
$89.00
1 user(s) / year
Included in plan:
Unlimited access to all features
FAQs
No FAQs associated with this application.
FAQs
Does this service integrate with any other apps?
Pipedrive
Microsoft Dynamics
Does this service offer an API?
Yes to leading CRM applications
Who are the main user groups of this service?
Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC
What is this service generally used for?
Signing Up new customers through your website and partner network.
What are some applications this service is commonly used in tandem with?
Pipedrive
Microsoft Dynamics
Does this service offer guides, tutorials and or customer support?
Online training module for all packages
Dedicated Customer Success Manager for Professional Package
Email and chat support for all
Does this service offer multi-user capability (e.g. teams)?
Yes multi-user capable.
Different administrator options
What platforms does this service support?
All Web apps
FAQs
Who are the main user groups of this service?
FormSwift is mainly used by small businesses and individuals.
Does this service integrate with any other apps?
FormSwift doesn't offer integration with other apps.
Does this service offer multi-user capability (e.g. teams)?
No.
Does this service offer an API?
No API offered.
What platforms does this service support?
This is web-based platform.
Does this service offer guides, tutorials and or customer support?
Email Support, Phone Support, FAQs, Templates.
What is this service generally used for?
It is used to quickly create, edit, sign, and collaborate on documents.
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