Features

Built for document automation

Everything you need to create, approve, and manage business documents. Eight features, one platform.

Document Generation

Create 16 types of business documents with templates and auto-numbering

16 document types across 4 categories, each set up to your own format
Auto-numbering with monthly reset ensures chronological organization and easy tracking
Line item tax calculations automatically compute GST, VAT, and other tax types

Upload PDF or image, AI extracts and auto-populates document fields

Reduces manual data entry when processing customer POs and supplier quotes
Fields are populated within moments of upload, ready for review
Every extracted value is reviewed before saving, helping minimize transcription errors and wrong pricing

Draft to Approved with configurable multi-step approvals

Draft status allows document creators to save work-in-progress without triggering approvals
Pending status locks document editing and notifies designated approvers via email
Approved status finalizes documents and enables PDF generation for distribution

4 default roles plus configurable roles with granular permission matrix

4 default roles cover common access scenarios out-of-the-box
Configurable roles enable fine-tuned permissions for varied organizational hierarchies
16 document types × 7 actions = 112 permission points for granular control

Branded PDFs with letterhead, bank details, and authorization

Letterhead integration automatically adds company logo, address, and contact details to every PDF
Line item tables with automatic tax calculations ensure accurate billing presentation
Amount-in-words conversion in multiple currencies prevents payment disputes

Billing currency plus base currency with exchange rate conversion

Bill customers in any global currency (USD, EUR, GBP, AED, SGD, AUD, etc.) for international sales
Maintain accounting in single base currency (INR, USD, etc.) for consistent financial reporting
Exchange rate management at document or company level for flexible pricing

Customers, employees, interns, and more — with auto-generated codes and linked documents

Auto-generated unique codes in a configurable format (e.g., CUS-0042, EMP-0007, INT-0003) prevent duplicate entries and enable easy reference
Customer master with billing/shipping addresses removes retyping on every quotation and invoice
Employee master integration auto-populates offer letters and experience certificates

Company profile, bank accounts, letterheads, tax types, and signatories

Company profile with logo and address auto-populates all document letterheads
Multiple bank accounts support different currencies, business divisions, or payment methods
Letterhead management allows different templates for different document types or divisions

Experience the power of ZapsDocs — configurable to your business requirements.