Frequently Asked Questions

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FAQ

OneCPQ

Can I see apps in action before purchasing?

Absolutely! We offer live demonstrations and free trials so you can experience our apps in action before making a purchase decision. This way, you can fully explore their features and benefits to ensure they meet your needs.

What are the requirements for using OneCPQ or OneDoc?

To use OneCPQ or OneDoc, you need to have an active subscription to either Salesforce or Microsoft Dynamics, as our applications are natively integrated with these platforms. Additionally, ensure your system meets the standard technical requirements for these platforms, including a compatible web browser and reliable internet connection.

Can I use OneCPQ, OneDoc on different devices?

Yes, OneCPQ and OneDoc are designed to be fully responsive and accessible across multiple devices. Whether you’re using a desktop, laptop, tablet, or smartphone, you can seamlessly access and use all the features of our applications. This flexibility ensures you can manage your tasks efficiently from anywhere at any time.

Do you have a free trial?

Yes, we offer a free trial of our applications. You can explore all features and functionalities without any upfront payment or contract commitment. 30-Day trial period allows you to fully evaluate how our apps can benefit your business and make an informed decision.

How does BizTBaa handle my privacy?

At BizTbaa, we prioritize your privacy and data security. We adhere to strict privacy policies and use advanced encryption methods to protect your information. Our applications comply with industry standards and regulations to ensure your data remains confidential and secure. For detailed information, please review our Privacy Policy on our website.

I have an issue with my account

If you encounter any issues with your account, please don’t hesitate to contact our customer support team. You can reach us via email or through the support section on our website. Our dedicated team is available to assist you promptly and resolve any issues you may be experiencing.

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OneDoc

Does Free Edition expire?

Free edition is always free with no expiration date.

How many users can a free edition accommodate?

The free edition of OneDoc comes with a maximum of three user licences, one of which is for a guest user. If eSign or any action is used in the document, a user licence is required for the guest user. 

What exactly is a guest user? Why do you require a licence for a guest user?

A guest user is a person (customer) who performs actions on the document you send through OneDoc, such as eSigning or keying requested data. A licence is not required for a guest user if the generated document is downloaded and emailed or physically delivered to the customer.

Is there a limit to the number of eSigns that can be added to a document?

No restriction on repeating actions, but each document template allows only one type of action.

Is the free edition adequate for my needs?

In the free edition, you can use a maximum of three templates (any business document) with any one action. An action is a function that any user can perform on a document. For example, obtaining an eSign, also known as an electronic signature, or a text, a number, and so on from the document’s recipient.

To send documents to one or more customers, how many guest user licences are required?

Only two licenses are needed: one for document generation and one for sending to unlimited customers.

Is there a limit to the number of documents that can be generated with the free edition?

There is no limit to the number of documents that can be created with the free edition.

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