AODocs vs Apptivo

Document management, metadata, retention policies, low code configuration and workflow for Google Drive™ Overview AODocs helps organizations ensure their critical documents are controlled, easy to retrieve, and follow the right business processes, with full traceability. AODocs is the only content services platform that is tightly integrated with Google Drive™ and Google Workspace™. Many enterprise customers have replaced legacy systems such as SharePoint, Lotus Notes, IBM FileNet, OpenText and others, and have leveraged AODocs to improve their business processes and comply with regulations such as 21 CFR Part 11, GXP, ISO 9001, GDPR, SOX, PCI and more. For a demo, contact us at (415) 891 1178 or [email protected] ROBUST WORKFLOW ENGINE Implement your business processes, from the simplest to the most complex, across all of your departments with our agile workflow engine. Easily build your business applications with our advanced business forms and low code configuration model. DOCUMENT CONTROL Organize and search your documents with metadata, custom views, and manage your document versions with advanced controls such as drafts, check-in / check-out, change requests and full audit log. Control your document lifecycle from creation to disposal with advanced retention policies and records management capabilities. ADVANCED FILE VIEWER Work with any file format, including Google Docs™, Google Sheets™ and Google Slides™, Microsoft Word, Excel, Powerpoint, but also advanced professional files such as AutoCAD DWG and DXF, DICOM medical images, Adobe Photoshop, Microsoft Visio, EML and MSG files, TIFF files, etc. Search in full text within scanned images thanks to AODocs’ builtin OCR engine. GRANULAR PERMISSIONS Ensure that your Google Drive™ documents are shared only with the people who should see them by using rules-based permissions, restricted subfolders, publication workflows with automated permissions, and external users whitelists. SEAMLESS COMPLIANCE Manage compliance with ISO 9001, ISO 13485, FDA 21 CFR Part 11, GDPR, SOX, PCI and many more industry regulations in financial services, life sciences, healthcare and other industries. Deploy your document repositories easily thanks to AODocs’ ready-made templates for compliant document control processes. GOOGLE COLLABORATION Leverage the collaborative features of Google Workspace™ in your business critical processes, thanks to AODocs' unique integration with Google Drive™, Google Forms™ (via the Forms to AODocs add-on) and Gmail™. LEGACY SYSTEM MIGRATION AODocs provides all the features your organization needs to replace SharePoint, SharePoint Online, Lotus Notes, Documentum, OpenText, Hyland and many more, as well as easy to use migration tools to import the documents and their metadata from your existing servers. BUSINESS APPLICATION INTEGRATION Connect your systems, from SAP to Salesforce, Mulesoft, SuccessFactors, WorkDay, and more, to build powerful applications and synchronize your document metadata and workflow roles with your company’s back office.

Apptivo's business suite consists of 40+ apps that are integrated and seamlessly work with each other. The information is shared across apps, so data once created can be used everywhere improving overall productivity. There is also no need of multiple data entry avoiding duplicate or incorrect data. 1) CRM Manage and organize your business contacts, track leads and opportunities, track your sales funnel, run an efficient help desk or co-ordinate your field work with the work orders app. 2) ESTIMATES, INVOICING AND ONLINE PAYMENTS Send estimates to your customers for services you will perform or items you will deliver. Invoice for products or generate invoices from employee timesheets or company projects. Customize your invoices with a template builder and email invoices directly to your customer. Accept payments through PayPal, Google Checkout, or Authorize.net. Generate printable sales receipts when payments are received. 3) PROJECT MANAGEMENT AND TIME TRACKING Collaborate with your employees and customers on projects. Manage project scope; create activities, milestones or even sub-projects to get things done in time. Track and bill time using the timesheets app and get online approvals from customers or managers. 4) DO MORE Apptivo lets you do even more in: Human Resources - Keep employee records, organize employees into teams and track recruitments. Supply Chain - Enter orders, track inventory and keep records of your distributors, manufacturers or suppliers.