Frequently Asked Questions

ZapsDocs is delivered as a standardized AI document automation platform. Implementation includes onboarding, role setup, branding, 17 prebuilt document templates, training, and standard integration mapping.

SMEs and enterprises looking to modernise document workflows with a productized, standardized solution. Contact our team to discuss deployment options suitable for your region and business.

Configurable through standard parameters: company profile, branding, role matrix, 17 document templates with parametric fields, workflows, numbering format, GST/tax rules, currency list, prompt selection, and integration mapping (CSV import, email, payment gateways). Out of scope on the standard package: document types beyond the standard 17, AI model training, source-code modifications, and modules built from scratch.

ZapsDocs supports 17 document types across 4 categories: Customer Documents (Quotation, Invoice, Delivery Challan, Purchase Order, Credit Note, Debit Note), HR Documents (Offer Letter, Appointment Letter, Relieving Letter, Experience Letter), Supplier Documents (Supplier Invoice, Payment Voucher, Expense Claim), and Agreements (Service Agreement, NDA, Rental Agreement, Employment Contract).

Upload any business document PDF (quotation, invoice, PO). Our AI extracts customer details, line items, amounts, taxes, and terms into structured fields. You can review and edit before saving. Works with both typed and scanned documents.

Every document goes through Draft → Pending Approval → Approved states. You define who can approve based on roles. Approvers get email notifications, can approve/reject with comments, and all actions are audit-logged with timestamps.

Yes. Define roles like Finance Manager, HR Head, Sales Executive with granular permissions: who can create/edit/approve/delete which document types. Role-based access ensures proper segregation of duties.

Yes. Set your base currency and add unlimited foreign currencies. Enter amounts in any currency, and ZapsDocs automatically converts to base currency using daily exchange rates. PDFs show both original and base currency.

Yes. Add unlimited bank accounts with account number, IFSC, branch details. Select which bank account to show on each document. Essential for businesses with multiple entities or bank relationships.

Small and mid-sized teams (5-50 people) tired of managing Word templates, chasing approvals on email, and dealing with document errors. Popular with manufacturers, IT companies, professional services, and HR departments.

Under 15 minutes for self-onboarding. Create account → Add company details → Upload logo → Add 2-3 customers → Create your first document. No IT help needed. Our onboarding wizard guides you through each step. Full implementation packages run on predictable fixed timelines.

Yes. All data is hosted in India with encryption at rest and in transit. Role-based access control, audit logs for every action, daily automated backups, and SOC 2 Type II compliance.

Customer Documents (quotations, invoices, challans, POs, credit/debit notes), HR Documents (offer, appointment, relieving, experience letters), Supplier Documents (supplier invoices, payments, expenses), and Agreements (service, NDA, rental, employment contracts).

The standard package includes prebuilt professional templates with your logo, branding, and company details applied automatically. Add-on modules are available to extend templates with additional configurable fields, layouts, fonts, colours, and document variations through standard parameters.