Create, Review and Publish business documents

Whether you are a small, medium or a large enterprise Ultra Documents can scale to fit your needs!


  • Business Plans
  • Proposals
  • Quarterly Presentations
  • Annual Reports
  • Work Orders
  • Invoices

Industry Verticals

  • Hospitality
  • Travel and Tourism
  • Information Technology
  • Engineering
  • Consulting

Ultra Documents is a complete solution to automate the process of preparing, publishing business documents such as Comprehensive Proposals, Business Plans, Presentations from start to end. This one of a kind solution provides you with templates to capture and compile needed documents, and with custom forms you will be able to capture consistent and error free data from anyone, anywhere.

Ultra Documents' integrated workflow features lets you to create a simple or a complex workflow to distribute the finalized documents among your internal teams or even external audiences such as vendors, customers. You will also be able to request approval, electronic signatures, and set deadlines, reminders and trigger automatic alerts and escalations.

Ultra Documents with its document automation, and workflow automation cuts down the time in more than half that is needed to create, distribute, review and approve and finalize documents; templates and forms provides you the ability to capture and create consistent business documents across your various business units



Rich set of pre-built templates

Ultra Documents is packaged with a rich set of pre-built templates and forms (such as Competition Analysis, Property Analysis, Sales Action Plans) to create Business Plans, Proposals for hospitality and real estate industries. Using this versatile platform you will also be able to create your own templates as an administrator and distribute it across your team to capture consistent and error free clean data.

Forms Builder

Forms Builder

Ultra Documents' Forms Generator helps you to capture consistent data across your various business entities from anyone, anywhere regardless of their geo location. In addition, use Forms Builder to create any number of custom forms to capture additional information as needed. Forms Builder is an easy to use drag and drop interface to create additional forms such as Action Plans, Market Analysis, Customer Feedback. All the gathered information is stored securely in the cloud, can be summarized or used as is, and formated as sheets, documents and collated into the final Document.


Data Connector

Data Connector enables you to connect to a variety of Data Sources such as Google Drive, OneDrive, Dropbox and also lets you connect to cloud applications such as Salesforce, Smartsheet. Once a connection is established, data is automatically refreshed in your Ultra Document.



The integrated Workflow system lets you setup a simple or complex workflows, distribute documents, request approvals from your team members and managers. You will also be able to request electronic signatures, set deadlines, reminders and trigger automatic alerts and escalations.



Ultra Documents' powerful Collation / merge feature lets you to merge PDF, MS Word, Excel, PowerPoint and even image formats such as JPEG, GIF, PNG and many more. In addition, this system provides with a drag and drop interface to drop files directly from your local drive or cloud storage systems such as Google Drive, OneDrive, Dropbox and many more. Using the Live Preview you will also be able to adjust margins, header and footer, auto fit images or documents and much more.



Publish feature lets you to publish or distribute approved Ultra Documents to internal staff or external users such as vendors, partners, investors.

Get Started

Getting started is easy.

  • 100 % Cloud based solution
  • No need to install software locally
  • sign up for a Free-For-Ever version
  • Free customer support
  • Get started in minutes!

Ultra Documents ™

You can easily and effortlessly create Business Plans, Proposals, Management reports, and even dynamic periodic (Quarterly, Yearly) presentations.