Laserfiche
Laserfiche is the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analyti
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in Document Scanning, Digital Process Automation (DPA), AP Automation, OCR, Online Form Builder
Laserfiche is an extremely robust solution, allowing us to create solutions for every business process challenge we've tackled to date. The company is extremely responsive, with an active online community. If you have any doubt, Google "Laserfiche Answers" to see the quantity and quality of information available. If you don't have any coding knowledge, you can still create simple forms/processes. But if you do, this product allows you to get super fancy with your designs. We regularaly use Laserfiche Forms, Laserfiche Workflow, and Laserfiche Repository. Review collected by and hosted on G2.com.
Zoho WorkDrive
Transform the way your team works together, give them a secure, shared workspace, so their ideas have a home from conception to realization. Create, collaborate, and make team
Top Document Management Software Result from Cloud Content Collaboration
Also listed in Document Creation, Document Management
We were trying to find a better way for my team to organize our documents. We needed a solution that could integrate more easily with our existing work tools. After testing it, we knew it was perfect for our needs. That's when we implemented it. The integration is seamless, it greatly simplifies the workflow. In addition, the user interface is clean and simple. I appreciate the ease of real-time collaboration, which includes uploading, organizing and sharing documents. Projects that require extensive teamwork and, of course, security considerations, benefit greatly from the ability to collaborate on documents, spreadsheets and presentations in real time. We can rest easy knowing that critical information is secure with Zoho Docs due to its end-to-end encryption and robust access controls. Review collected by and hosted on G2.com.
Conga Composer
Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.
Top Document Management Software Result from Salesforce CRM Document Generation
Also listed in Document Generation, Document Creation, Salesforce AppExchange Apps, Proposal, API Documentation Management
The best thing i liked about is how easy it is to create a solution, customaize it using tonnes of parameters provided out of the box. It is so simple yet so powerful. From template creation to data merge to final delivery the whole process is easy to understand both for end users as well as for admins who are designing these solutions. the UI/UX is great and intuitive.
The customer support has been top notch. they are very responsive and able to understand your problem in first attempt without lot of back and forth.
No matter how big your documents are conga composer is able to handle whatever you throw at it and the latency is superb.
Overall the best solution for document automation and generation in the market without any doubt. Review collected by and hosted on G2.com.
Replace your SharePoint PowerPoint library with TeamSlide and unleash your content
Top Document Management Software Result from Presentation Management
Also listed in Other Office, Desktop Search, Enterprise Search Software, Knowledge Base, Document Management
TeamSlide is a great tool to be able to share slide content with an organization that is vetted, updated and easily accessible. The tagging feature allows the team to quickly find key content along with features to broadly search through the variety of information we have. Being able to have the content in one locations allows me to ensure it's updated but shared with the organization. Also, it has wonderful customer support. Review collected by and hosted on G2.com.
Square 9 Softworks
Helping businesses simplify common business tasks with digital transformation solutions that transition business processes to a paperless world.
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in OCR, Online Form Builder, Onboarding, Business Process Management, Document Management
I love that I can search for any business document in one location, export it, print it, whatever I am needing to do. Also the fact that you can select who has access to which folders is a great security feature. This has helped our company be 100% paper less. I use this software numerous times a day as does many in our company. Customer support has been outstanding and highly recommend. When we first moved to Global Search it was very easy to implement and intergrate with our every day processes. Review collected by and hosted on G2.com.
DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Our cloud an
Top Document Management Software Result from Document Management
Also listed in Engineering Document Management, Workflow Management, Document Scanning, AP Automation, OCR
IIf well configured in every aspect, Docuware can come in to help translate the paper-based stream into a fully digital (paperless) stream. There are no limits. After the first test flow, our company tried its hand at forms management, thus eliminating a whole series of internal documents and forms that had no digital trail. These forms can be correlated to external or internal Db for retrieval of one or more data. In our case, an integration between ERP and Docuware is a must. Review collected by and hosted on G2.com.
FileHold Document Management Software
Document and Records Management Software
Top Document Management Software Result from Document Management
Filehold provides secure and centralized document management system for all the documents based on business needs with user-based premissions and audit logging. Furthermore, it is easy to use with language localization options and also integrates well with Microsoft office applications. Moreoever, it supports for workflows and approval process sytem with electronic forms and notifications via email. Lastly, the application customer support is awesome and they would arrange remote session to assist further. Review collected by and hosted on G2.com.
Summize is a Contract Lifecycle Management (CLM) solution that is designed to unite legal teams and business stakeholders so everyone can work better with contracts. It makes
Top Document Management Software Result from Contract Lifecycle Management (CLM)
Also listed in Document Management, Document Generation, Document Creation, Contract Management, Contract Analytics
Integration with word
Integration with outlook
Versioning (useful for comparisons against historic positions)
Repository linkage features
AI review features
Great implementation management by James Blake, who has been invaluable - very experienced, informed and pro-active supporting us through a complex and time-consuming process. Has made a huge impact for effective tool roll-out in the organisation. Review collected by and hosted on G2.com.
Revver, formerly eFileCabinet, provides for over 155,000 users worldwide. Work smarter and more efficiently with Revver.
Top Document Management Software Result from Cloud Content Collaboration
Also listed in Digital Asset Management, Enterprise Content Management (ECM), Client Portal, Document Management, Client Onboarding
I like this system because it is quite easy to implement it in organizations, this software guarantees a safe and efficient document management because it improves the workflow by taking care of repetitive tasks maximizing work management, another factor that I like about this tool is that it integrates well with other tools such as google drive, Overall it stands out because it is a tool that can be used in various industries, improving communication between teams and collecting or organizing information securely. Review collected by and hosted on G2.com.
Klyck.io provides B2B sales enablement solutions and integrations into CRM systems like Salesforce.com.
Top Document Management Software Result from Sales Enablement
Also listed in Document Management, Digital Sales Room, Enterprise Content Management (ECM)
Klyck.io has made it extremely easy to manage our sales content. The interface is easy to understand and we are able to organise our content based on our needs. It is easy to retrieve any items as per the tags. The advanced search filter is amazing for this purpose. Collaboration has become really easy now. We can check in real time that who is working on what and it has made our sales effort efficient. Review collected by and hosted on G2.com.
iManage Work
iManage software enables teams to work together securely with the exploding volume of documents and email from any location, using any device. WorkSite is a simple-to-use docu
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in Document Management, Legal Transaction Management, Cloud Content Collaboration, Enterprise Search Software, AI Legal Assistant
iManage Work is a powerful document and email management system that offers several key features and facilities the office. Review collected by and hosted on G2.com.
OnBase helps you improve customer service, reduce operating costs and minimize risk. It does this by providing you with instant access to all your data, documents and business
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in HR Service Delivery, AP Automation, Business Process Management, No-Code Development Platforms, Document Management
I have been using OnBase for almost 20 years now. It has evolved over time from being just another document management solution to something much more. Their Unity Forms are like nothing else in the industry. These are smart forms that become documents when submitted. These forms can continue to be updated and accessed through out the defined process. In comparison to other forms that become a pdf or image. WorkView is another module that makes OnBase very unique, it allows for custom applications and tables to be created that further enhances the functionality of the OnBase product. When combined with OnBase's workflow, very unique and b solutions can be created delivering one-of-a-kind solutions to is userbase. Review collected by and hosted on G2.com.
SuiteFiles
SuiteFiles is a document management solution for businesses, integrated with Office 365, Xero Practice Manager and more. SuiteFiles enables businesses to securely manage, edit
Top Document Management Software Result from Document Generation
Also listed in Client Portal, Accounting Practice Management, Document Creation, Cloud Content Collaboration, E-Signature
I like the ability to file emails directly into our folder structure, so that nothing gets lost over time. In our industry being able to go back to "prove" actions taken is imperative. I was finding just filing emails in Outlook doesn't provide enough reliability for this purpose. I was also really happy that there are multiple functions which we use - signatures is another important function. Creating the client "portal" of shared documents is great too. Provides a secure place for both us and our clients. And the support is great - reliable, quick. We were able to implement Suitefiles in our practice quicly so that we could benefit from all the features because we use it all the time. Review collected by and hosted on G2.com.
Pairsoft is a complete document management, electronic workflow and transaction (invoice and gift) automation solution for Blackbaud, Intacct, and Microsoft Dynamics GP, CRM a
Top Document Management Software Result from AP Automation
Also listed in Document Management, Procure to Pay, Document Scanning, Robotic Process Automation (RPA), Invoice Management
Integration with Microsoft Dynamics 366 and Sage Intacct. Review collected by and hosted on G2.com.
Redtail Technology
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Top Document Management Software Result from Financial Services CRM
Also listed in SMS Marketing, Document Management, Email Backup
I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient.
One of the standout features is their exceptional customer service. Whenever I need help navigating the system, I can quickly connect with their team via virtual chat. They’re able to see my Redtail in real time and guide me through the steps, which has been a game-changer.
I also had the opportunity to attend Redtail University, and it was an amazing experience. The training was highly informative, and their team was engaging, lively, and truly invested in helping users get the most out of the CRM.
I highly recommend Redtail to anyone looking for a reliable and intuitive CRM with top-notch support. Review collected by and hosted on G2.com.
VisualVault
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in Document Scanning, Digital Process Automation (DPA), OCR, Online Form Builder, Robotic Process Automation (RPA)
First of all, the company is top notch to work with. They are extremely helpful and professional when getting your company ready to use the software. VisualVault has made many improvements in the last couple of years to make the user experience easier to use. The version control process is much easier and faster than it was in the past. The VV team moved all of our documents from SharePoint into VV with our help. Review collected by and hosted on G2.com.
AmpleLogic EDMS
AmpleLogic EDMS is a web-based Electronic Document Management System that automates and seamlessly manages your document management process to ensure compliance by having cont
Top Document Management Software Result from Document Management
Also listed in Enterprise Content Management (ECM)
EDMS has resulted in Improved Efficiency as a result of online tracking of documentation activities.
The software has facilitated the reduction of Company Costs as a result of going paperless and has integrated entire critical processes with common workflow providing on the spot reports and audit trail facility.
Manual Issuance of documents is no longer required thus saving valuable time.
EDMS has Improved the access to Records & Information and has Enhanced Document Security & Control Review collected by and hosted on G2.com.
Perceptive Content
Perceptive Content builds process and content management software that closes the information gaps that exist throughout every organization.
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in Document Management
Perceptive Content is a mature product that provides a array of new features and functionality such as a mobile friendly interface. Review collected by and hosted on G2.com.
Smart Connect with your documents A simple click-and-configure application to set the process for your documents uploads and tagging documents to multiple related objects. Con
Top Document Management Software Result from Document Management
Hashtags are easily attached to a document, helping you categorize and tag more efficiently and easier. Review collected by and hosted on G2.com.
M-Files is a global leader in information management. The M-Files metadata-driven document management platform enables knowledge workers to instantly find the right informatio
Top Document Management Software Result from Enterprise Content Management (ECM)
Also listed in Document Management, Engineering Document Management, Cloud Content Collaboration, Workflow Management, IT Documentation
What I like best about M-Files is how easy it makes document organization and retrieval. Instead of digging through endless folders, I can just search based on what the file is rather than where it’s stored.
I also appreciate how M-Files keeps everything in one place while still integrating well with tools like Microsoft Office and Teams. Review collected by and hosted on G2.com.
