Overview
Doctavian Portal is a cloud-based document automation platform that helps businesses create, manage, and sign documents at scale. Built with an API-first architecture, Doctavian integrates seamlessly with existing business systems and productivity tools, enabling organizations to streamline document workflows without changing their technology stack. The platform supports both Microsoft Office (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets), allowing teams to work with familiar tools while automating complex document processes.
Key capabilities
1
Automate document generation using dynamic templates and real-time business data
2
Create legally binding agreements with eIDAS-compliant digital signatures
3
Simplify contract lifecycle management and approval workflows
4
Enable clickwrap agreements for fast and secure user acceptance
5
Integrate with CRMs, ERPs, and internal systems through flexible APIs
6
Support enterprise-grade scalability, security, and compliance requirements
Built for
Core Products
Documents enables organizations to generate professional business documents automatically using customizable templates and live business data.
Create contracts, invoices, quotes, order forms, reports, and more using familiar file formats such as Google Docs™, Google Sheets™, Microsoft Word®, Excel®, and PowerPoint®.
The platform allows teams to maintain and update templates independently while enriching documents with dynamic content including tables, images, barcodes, QR codes, hyperlinks, and conditional logic.
With Salesforce integration, users can pull data from multiple Salesforce objects through a simple query builder and automate document workflows across sales, provisioning, and billing operations.
Signatures is a secure digital signature solution designed to help businesses sign, send, and manage documents efficiently across platforms and devices.
The platform delivers legally recognized digital signatures while providing a streamlined signing experience for both internal teams and external customers.
With real-time status tracking, automated reminders, and intuitive workflows, Signatures simplifies the entire signing process — from document delivery to final approval.
Built for seamless integration, Signatures works natively with the Documents solution and connects easily with existing business applications.
