WhiteDoc

Automate and Scale Your Document-Driven Workflows

WhiteDoc is a powerful document automation platform that streamlines processes across departments — from finance and legal to HR, procurement, and sales. It transforms how organizations create, send, sign, and track documents by combining structured data, automation, and secure electronic signatures in one environment.

Key Benefits:

• Automate interactions between teams, systems, and partners

• Exchange structured data, not files

• Achieve transparency and control over business processes

• Scale operations without adding manual work

Core Features:

• Data-Driven Documents: Generate documents from CRM, ERP, or external system data with auto-populating templates.

• Automation & Workflow Logic: Trigger document creation, signing, and approvals based on system events or user actions.

• Template Designer & Branding: Create reusable, on-brand templates for contracts, invoices, orders, and more.

• Advanced E-Signatures: Fully compliant (BES, AES, QES) with secure audit trails.

• Cross-System Integration: Seamlessly exchange data via API, Webhook, or file interfaces.

• Full Document Lifecycle: Track documents from creation to signature and archiving in real time.

• Secure, Cloud-Based Infrastructure: Documents are encrypted, versioned, and stored, role-based access, password policies, SSO, and firewall protection. Fully compliant with ISO 27001, GDPR, and local regulations.

New Features:

• AI Recognition: Extract data from PDFs, images, and scans to trigger workflows.

• AI Assistant: Analyze document content and provide smart recommendations within the workflow.

• Forms: Create shareable forms for data collection, onboarding, and compliance (link, QR, or embed).

• Invoice Payments: Collect payments directly after approval or signing

Business Use Cases:

• e-Invoicing & Finance Automation: Automate invoice creation, dispatch, and payment tracking.

• Contract Management: Fully digitize contract lifecycles — generation, approval, signing, and storage.

• HR & Onboarding: Manage employment forms, onboarding, and e-signatures.

• Procurement & Supplier Docs: Auto-generate purchase orders, delivery notes, and vendor agreements.

• Customer Communications: Send personalized offers, proposals, and service agreements securely.

• e-Commerce Operations: Manage sales documents, payments, and returns digitally.

• Supply Chain/EDI: Integrate workflows with suppliers via XML, XSD, and API.