Seamless, standardized digital documents
Create contracts, quotes, invoices, proposals, offer letters, and other templates in an easy-to-use, no-code tool.
Stop wasting time searching for files and managing multiple versions of your important business documents. With OnTask, generating templates and routing documents is simple, efficient, and affordable.
Go paperless to save time and money
Get quicker document routing and approvals by eliminating physical documents, printing and scanning.
- Easily convert printed documents to digital and create new documents
- Reduce back-and-forth faxes, phone call and emails
- Access documents anytime, anywhere
Quickly generate reusable templates
With template assistant and a template library, it’s easy to digitize the documents you use over and over.
- Scan PDFs and digitize with find-and-replace fields
- Upload supporting documents, with 60 file types supported
- Incorporate your branding into documents for a professional, cohesive look
Collaborate in one place
Internal and external stakeholders can conduct redlining, negotiation and other document revisions in one platform, streamlining the process.
- No login required for individuals completing and approving
- Real-time visibility means you know the status of your documents
- See updates in your workflow dashboard and get work done on-the-go
Secure your data
There’s no need to worry about outdated and incorrect versions when all your documents are in one workflow.
- Reduced error and legal or financial risk
- SOC2 and HIPAA compliant
- Digital signatures are certified, trackable and secure
Start simplifying your workflow and saving time with OnTask.
Creating templates for digital documents is simple with OnTask. Powerful workflows and integrations allow you to capture data once and flow it through your systems, saving you time and increasing accuracy by reducing data entry.