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Best Document Management Software

Are you planning to invest in a document management system to get rid of the document disarrays? If so, then do not miss the following list of top DMS solutions. After a thorough review and rating process, Goodfirms have come up with a comprehensive list of best document management software (DMS) that can help you organize, capture, secure, and access all your business documents without any hassle. Browse the following handpicked list of top Document Management tools and use the filters for the features, pricing, and deployment method, read the reviews and even compare the products to pick the right document software.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Jan 19, 2026
293 Software

List of the Best Document Management Software

  • eFileCabinet

    4.5 2 Reviews Verified

    eFileCabinet is a document management software that is unique in its ability to automate document-driven workflows. EFileCabinet can automatically move documents through different workflow stages, such as approval, review, and signature. eFileCabinet ... read more about eFileCabinet

    eFileCabinet Reviews

    It allows our remote employees to access every stored files reviewed by: Maria A. McDowell, Founder at EasySearchPeople
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Insurance
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • OnlyOffice

    4.5 2 Reviews Verified

    ONLYOFFICE's open source and self-hosted nature is a major advantage over other document management software. This gives organizations full control over their data and avoids vendor lock-in. ONLYOFFICE recently released a new ... read more about OnlyOffice

    OnlyOffice Reviews

    OnlyOffice helped us achieve a smooth workflow and monitor the work progression reviewed by: Hannah Dworkin, Leader and Recruiter at USScrapYard
    Entry Level Price
    $149 One-time
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • White Papers

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $149 One-time
    Visit website

  • Dokmee

    5.0 1 Review Verified

    Dokmee is a secure, easy to use document management system designed for a variety of purposes including document capture and storage, search and retrieval, and file sharing. Dokmee adapts to any business ... read more about Dokmee

    Dokmee Review

    Dokmee, this amazing software is designed to help organizations manage their documents more efficiently and effectively. reviewed by: Elmer Obrien
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Commercial-real-estate
    • Education-management
    • Higher-education
    • Hospital-health-care
    • Human-resources
    • Insurance
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • KRYSTAL DMS

    5.0 1 Review Verified

    KRYSTAL - Document Management System (DMS), the award-winning document management software solution from Primeleaf Consulting, is easy to install, easy to configure and easy to use the system that allows you to ... read more about KRYSTAL DMS

    KRYSTAL DMS Review

    Amazing document management system that can help businesses streamline their document-related processes, increase productivity and improve compliance. reviewed by: Stanley Walsh
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Information-technology-services
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    Visit website

  • dMACQ DMS+

    5.0 1 Review Verified

    The dMACQ Document Management System packs powerful functionalities to consolidate all your document and content management needs on to one single platform. dMACQ DMS is platform neutral and has ready capabilities to ... read more about dMACQ DMS+

    dMACQ DMS+ Review

    dMACQ DMS is a best-in-market tool that enables organizations to manage digital documents and information efficiently and securely. reviewed by: Gloria Hall
    Entry Level Price
    Contact vendor
    Free Trial
    15 Days
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Computer-network-security
    • Financial-services
    • Human-resources
    • Industrial-automation
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    Visit website

  • VIENNA Advantage DMS

    5.0 1 Review Verified

    VIENNA Advantage DMS is the first-ever Document Management System to be securely integrated with ERP and CRM solutions. It comprises enterprise-level workflow and business process management with great automation level and highly ... read more about VIENNA Advantage DMS

    VIENNA Advantage DMS Review

    VIENNA Advantage DMS includes document management and integration capabilities that make it a popular choice among organizations of all sizes. reviewed by: Halsey Collins
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Webinar
    • White Papers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • PDFTrackr

    PDFTrackr transforms PDFs into trackable assets for freelancers and small businesses. Upload documents to receive secure sharing links with password protection, email gating, link expiration, and download controls. Track interactions with analytics ... read more about PDFTrackr

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    20% in Document Management Software

    Features
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery

    Key Details
    Industries
    • Building-materials
    • Education-management
    • Human-resources
    • Legal-services
    • Management-consulting
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Document tracking
    • How to track PDF views

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • airSlate

    5.0 1 Review

    airSlate is the first and only holistic no-code business automation platform. airSlate combines e-signing, no-code robotic process automation, contract negotiation, document generation, and web forms into a single, business automation platform. Configure ... read more about airSlate

    airSlate Review

    airSlate, offers a wide range of features such as document creation, sharing, storage, workflow automation, e-signature and data extraction. reviewed by: Rocky Foster
    Entry Level Price
    $399 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    15% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Weekdays
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $399 Per Month
    Automate 360
    $799 Per Month

    Integration
    Integrated With
    • Microsoft Dynamic 365
    • Salesforce CRM
    • NetSuite Accounting
    • Airtable
    Visit website

  • PDFBeast

    5.0 30 Reviews Verified

    PDFBeast enables users to edit, merge, convert, and annotate documents quickly, making it an essential tool for both personal and professional use. With a user-friendly interface and powerful processing capabilities, PDFBeast streamlines ... read more about PDFBeast

    PDFBeast Reviews

    A Reliable and Easy-to-Use Online PDF Tool That Simplifies Document Management reviewed by: Johann Müller, Chief Technology Officer at Johan.ltd
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    10% in Document Management Software

    Features
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Architecture-planning
    • Aviation-aerospace
    • Banking
    • Commercial-real-estate
    • Computer-software
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Reviews
    What User‘s Say
    Super easy to use and actually works great
    Adán López
    Fast, Reliable, and User-Friendly.
    David Johnston, Manager at PDFBeast
    Great experience overall
    Annie perot, Freelancer at Creative Minds Studio
    Review Summary
    Honestly, PDFBeast surprised me in the best way. I just needed to edit a PDF quickly, and it did exactly what I wanted. No weird ads, no limits after two clicks, no confusion. Just clean, simple, and fast. TOP!!! The design is nice and everything loads super quickly. I’ve used a lot of online editors before, and most of them are either slow or make you sign up before you can even finish your file. PDFBeast feels smooth and reliable from the start.
    Adán López
    Adán López

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • Procore

    4.6 28 Reviews Verified

    Procore is a construction management software that gives you a centralized hub to connect your people, devices, and applications seamlessly. By offering a unified platform, you can easily view your most critical ... read more about Procore

    Procore Reviews

    Procore is an all-in-one platform designed specifically for the construction sector reviewed by: Marsh Cook, Managing Director at Bond Media
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Procore provides our team with access to everything they require to complete their tasks.
    Robert Zeglinski, Managing Editor and Researcher at BreakingMuscle
    Procore promotes quality and safety by reducing hazards in real time
    Alex Capozzolo, Co-founder at Brotherly Love Real Estate
    Procore provides a centralized location to handle projects, finances, and resources
    Jason Ball, Director at Considered Content
    Review Summary

    https://breakingmuscle.com/We BreakingMuscle use Procore. It manages your projects, resources, and finances from project planning to project closeout. The platform connects every contributor to a project with the project owner and general or specialty contractor. The centralized dashboard enables managers to manage project-specific details, schedule tasks, and monitor progress. The Procore App includes an app marketplace with over 150 partner solutions that integrate with the platform seamlessly. It enables users to communicate across diverse teams, facilitating collaboration by eliminating information silos and establishing a single source of data. Procore provides your team with access to everything they require to complete their tasks. Support is offered via telephone, e-mail, a knowledge base, and other online channels.

    Robert Zeglinski
    Robert Zeglinski, Managing Editor and Researcher at BreakingMuscle

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo

    Integration
    Integrated With
    • Yardi
    • Acumatica Cloud ERP
    • Viewpoint
    Visit website

  • monday.com

    4.3 25 Reviews Verified

    Monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape their workflows and projects, code-free, with a platform that ... read more about monday.com

    monday.com Reviews

    The platform is an affordable workflow platform for small business reviewed by: Jared Bauman, Co-Founder at 201 Creative
    Entry Level Price
    $0 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    5% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Sharing
    • Document Storage

    Key Details
    Industries
    • Accounting
    • Banking
    • Design
    • Financial-services
    • Management-consulting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training
    • Academy
    • Community

    Reviews
    What User‘s Say
    monday.com makes our team collaboration, daily operations easier
    Manjuri Dutta, Content Editor at HR Stacks
    Monday.com has given our employees faster and easier access to their tasks
    Anthony Martin, Founder and CEO at Choice Mutual
    Monday.com has become an integral part of managing the sales process for our company
    Stephen Skeel, Co-founder and Executive Producer at 7 Wonders Cinema
    Review Summary

    Our team at HR Stacks have been using monday.com to manage our content flow and daily operations. The software makes it easier for our team to communicate quickly and keep everyone in the team about the progress of work. We use the product to plan, collaborate and communicate about various tasks. While some of our team members took time to understand the interface, it is a very handy solution to manage our daily operations.

    Manjuri Dutta
    Manjuri Dutta, Content Editor at HR Stacks

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Basic
    $12 Per User
    Standard
    $14 Per User
    Pro
    $24 Per User
    Visit website

  • Wrike

    4.0 25 Reviews Verified

    Wrike is a versatile and comprehensive project management software for small, medium, and large enterprises. Fully-featured project management system gives project leaders centralized control over the project with exclusive features like project ... read more about Wrike

    Wrike Reviews

    Wrike helps us stay on top of things as well as checking progress throughout the day reviewed by: Dinesh Pandian, Co-founder at Lenders.fi
    Entry Level Price
    $9.80 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    5% in Document Management Software

    Features
    • Collaboration Tools
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • Offline Access

    Key Details
    Industries
    • Accounting
    • Computer-network-security
    • Computer-software
    • Construction
    • Consumer-services
    • Design
    • Education-management
    • Electrical-electronic-manufacturing
    • Entertainment
    • Events-services
    • Financial-services
    • Health-wellness-fitness
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Information-technology-services
    • Leisure-travel
    • Marketing-advertising
    • Media-production
    • Real-estate
    • Retail
    • Telecommunications
    • Translation-localization
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guide
    • Video
    • Blog
    • Guide
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Wrike allows unlimited users where the business can conveniently grow their team
    Doris Joyce, Co-Founder at Electrly
    Wrike is a easy to learn project management application and easily meets most basic needs
    Christopher Pappas, Founder and CEO at eLearning Industry Inc.
    Wrike makes it possible to run on a small to medium-sized project without learning the system
    Mike Chappel, Co-founder and COO at FormsPal
    Review Summary

    My organization Electrly has been using Wrike daily for the last two years. Our main attraction to this tool is that it allows unlimited users, meaning we can conveniently grow our team with no hassle. It is also highly customizable and has an intuitive interface that supports Kanban boards, Gantt charts, and traditional workload views. Wrike integrates with over 400 renowned platforms and has comprehensive workflow modeling.

    Doris Joyce
    Doris Joyce, Co-Founder at Electrly

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Professional
    $9.80 Per Month
    Business
    $24.80 Per Month

    Integration
    Integrated With
    • Ambassador
    • Basecamp
    • BigCommerce
    • Bitbucket
    • Box
    • Calendly
    • Campaign Monitor
    • Constant Contact
    • DocuSign
    • Dropbox
    • Evernote
    • Freshsales
    • GitHub
    • GoToMeeting
    • Google Calendar
    • Google Drive
    • Google Workspace
    • Jira
    • HubSpot CRM
    • Microsoft 365
    • Salesforce CRM
    • Tableau
    • Zoho CRM
    • Wordpress
    Visit website

  • Document360

    5.0 17 Reviews Verified

    Document360 is an AI-powered knowledge base platform designed to streamline how businesses create, manage, and share knowledge. Built with advanced AI capabilities, it features an AI FAQ generator to automatically create FAQs ... read more about Document360

    Document360 Reviews

    Document360 is the best knowledge base customer support tool so far reviewed by: Rohit Pradeep at Taj Hotels
    Entry Level Price
    $0 Per Month
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Banking
    • Computer-software
    • Electrical-electronic-manufacturing
    • Hospital-health-care
    • Legal-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Highly recommended platform to make and publish self-service knowledge base
    anusha c a at Lodon EPC Limited
    Huge Upgrade, Document360 is a Hidden Gem. It's simply polished and professional!
    Clara Diaz
    Awesome Buy
    Janet Christopher
    Review Summary
    I've been using Document360 to create and publish a self-service knowledge base. It was perfect for me in terms of ease of learning. The best thing is that Document360 is designed to deliver a great authoring experience for writers and authors.
    anusha c a
    anusha c a at Lodon EPC Limited

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Hotjar
    • Zendesk Guide
    • Freshdesk
    • Crowdin
    • Phrase
    • Microsoft Teams
    • Intercom
    • Drift
    • Segment
    Visit website

  • Bitrix24

    4.5 17 Reviews Verified

    Bitrix24 is a unique document management software because it is part of a comprehensive suite of business tools, including CRM, project management, and communication tools. This makes it easy for businesses to ... read more about Bitrix24

    Bitrix24 Reviews

    Bitrix24 has a user-friendly approach to project management and communication which has simplified our daily operations. reviewed by: Audrey Hodges
    Entry Level Price
    $49 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    4% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Business-supplies-equipment
    • Computer-hardware
    • Computer-software
    • Construction
    • Consumer-services
    • Executive-office
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Nonprofit-organization-management
    • Retail
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Reviews
    What User‘s Say
    Streamlining Collaboration: A Comprehensive Bitrix24 Review
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Bitrix24 has transformed the way we operate by replacing multiple services with a single, integrated ecosystem.
    Anonymous
    Bitrix24 is just awesome software and makes my work so much easier.
    Rahul Sharma
    Review Summary

    Using Bitrix24 has been an illuminating experience in streamlining collaboration and boosting productivity within our team. The platform's multifaceted features offer a comprehensive solution for communication, project management, and CRM. The intuitive interface makes navigation effortless, while the wide array of tools caters to diverse needs, from task delegation and file sharing to time tracking and client management. The integration of communication channels like chat, video conferencing, and email within a unified platform fosters seamless interaction among team members, reducing the need for external applications. Additionally, the customizable workflows and automation options have significantly optimized our processes, saving time and minimizing errors. Overall, Bitrix24 has proven to be an invaluable asset in enhancing efficiency and fostering collaboration within our organization.

    Neetika Jain
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $49 Per Month

    Integration
    Integrated With
    • Intuit Mailchimp
    • Slack
    • Salesforce CRM
    • office365
    • Xero
    • Zapier
    • QuickBooks Online
    • Google Drive
    • HubSpot CRM
    Visit website

  • Google Drive

    4.8 16 Reviews Verified

    Google Drive is a File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more. Cloud-based file storage platform that enables businesses of all sizes to ... read more about Google Drive

    Google Drive Reviews

    sharing links on your team saves chaos. reviewed by: Bibek Dahal, Software QA Manager at Deerhold Ltd.
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video

    Reviews
    What User‘s Say
    best for my work
    alphachen
    google drive making me paperless
    Faiza Adeel
    Best Cloud storage - with google products
    Khan Md Mohaiminul Islam Shovon
    Review Summary
    Despite these small friction points, Google Drive's benefits in accessibility, collaborative power, and intelligent features overwhelmingly define the experience. It's an indispensable tool that reliably connects my files, my tools, and my team.
    alphachen
    alphachen

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Box

    4.5 15 Reviews Verified

    Box makes it easy to work with your content internally and externally, from teammates to vendors to partners. And with security and compliance built-in, you know your data is safe and secure, ... read more about Box

    Box Reviews

    Box review reviewed by: Christi Watson, Project Manager, New Product Development at PF Harris
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    Not bad, I still prefer Dropbox
    Ashley Baker, Communications Director at Government Blockchain Association
    Box seems to me a versatile and secure platform for document management and teamwork.
    Richard Molina, Java Software Developer at SOAINT
    Its all in the Box
    Robert Thacker, Global Product Marketing & Enablement at iGrafx
    Review Summary

    Not bad for file organization and Co-working, but I see no real advantage over Dropbox.

    Ashley Baker
    Ashley Baker, Communications Director at Government Blockchain Association

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • Clickup

    4.4 14 Reviews Verified

    ClickUp is a project management software company that provides an all-in-one platform to improve workplace efficiency and collaboration. Founded in 2017 by Zeb Evans and Alex Yurkowski, ClickUp has grown rapidly to ... read more about Clickup

    Clickup Reviews

    Beacause of Prima it's been a positive move for everyone in my company reviewed by: Annie Ricci, E-commerce and Digital Marketing Expert at Prima
    Entry Level Price
    $7 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    6% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage

    Key Details
    Industries
    • Computer-software
    • Construction
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Docs
    • Video
    • Blog

    Reviews
    What User‘s Say
    ClickUp helped in managing tasks as it is easy to understand and use
    Cayla Thurman, Business Reputation Consultant at Rize
    Clickup allows us Smooth real-time internal communications within the organization
    Ram Chaitanya, Founder at Be Zen
    ClickUp offers toolbar that can be used for multi tasking
    Lyle Florez at EasyPeopleSearch
    Review Summary

    We Rize use ClickUp. As a Business Reputation Consultant, ClickUp helped in managing tasks as it is easy to understand and use. The layout is simple and intuitive in creating tasks, and ticking them off once done. It is easy to prioritize tasks and assign them to a respective person as per project needs. ClickUp also made it easy for our team to communicate, share files, and stay updated on tasks. It helped us keep track of our workload effectively. We could create task hierarchies and set dependencies, which made managing complex projects easier. Customizing it according to priority and who is assigned to it is a breeze.

    Cayla Thurman
    Cayla Thurman, Business Reputation Consultant at Rize

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    unlimited
    $7 Per Month
    business
    $19 Per Month

    Integration
    Integrated With
    • Slack
    • GitLab
    • GitHub
    • Webhooks
    • HubSpot CRM
    • Everhour
    • Toggl Track
    • OneDrive
    • Dropbox
    • Box
    • Intercom
    • Zendesk Guide
    • Zapier
    Visit website

  • Notion

    4.5 13 Reviews Verified

    Notion is an application that provides components such as notes, databases, kanban boards, wikis, calendars and reminders. Users can connect these components to create their own systems for knowledge management, note taking, ... read more about Notion

    Notion Reviews

    My entire creator business runs on Notion reviewed by: Brendan Aw, Founder and Editor-in-Chief at Brendan Aw
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    5% in Document Management Software

    Features
    • Collaboration Tools
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature

    Key Details
    Industries
    • Construction
    • Education-management
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Notion’s task management is customizable and versatile, streamlining my productivity.
    Maria M. Platt
    he notion is excellent at enabling this collaboration on an easy-to-use UI
    Ruiz Asri, Chief Knowledge Officer at Honest Food Talks
    Notion provides a unified environment in which you can manage the entire content development process
    Jamie Irwin, Digital Marketing Expert at Tutor Cruncher
    Review Summary
    Notion’s task management tool makes keeping track of work really easy and organized. It’s like having a smart to-do list where you can add tasks, set deadlines, and even check things off when they’re done. You can change things around just how you like—using tables, lists, or boards. I love that I can organize tasks by project, date, or priority, so I always know what to work on next. It’s simple to use but powerful, letting me focus better on my work. The only tricky part is that it can take some time to set up, but once it’s ready, it’s super helpful for getting things done.
    Maria M. Platt
    Maria M. Platt

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • Jira
    • Slack
    • Asana
    • GitHub
    Visit website

  • MSB Docs

    5.0 10 Reviews Verified

    MSB's platform ensures enterprises achieve and maintain compliance by validating our software against crucial industry regulations. MSB Docs has also been consecutively featured on Gartner's eSignature vendor, Gartner's Hype-Cycle, and Gartner's Market ... read more about MSB Docs

    MSB Docs Reviews

    MSB Docs is instantly accessible to sign documents on the go! reviewed by: Ram Vijay at GIAN Tech
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Automotive
    • Higher-education
    • Hospital-health-care
    • Pharmaceuticals
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    MSB Docs smart document solutions works amazingly with Salesforce workflows
    Sonia Paul at TXL IT
    MSB is the most intuitive and secure platform to go paperless
    Luqmaan Ahmed at Marginedge
    I'm happy to choose and use MSB Docs smart document solutions
    Shweta Sarangal at FIS
    Review Summary
    I am using MSB Docs in integration with Salesforce. Genuinely, this served all our contracting needs. The sales cycle has accelerated many folds, and we are able to close deals faster. The ability to customize the workflows and templates made our task easier than ever. We can easily map the fields from the salesforce and get things going extremely fast.
    Sonia Paul
    Sonia Paul at TXL IT

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • Adobe Acrobat DC

    4.7 9 Reviews Verified

    The world relies on Acrobat DC to create and edit the smartest PDFs, convert PDFs to Microsoft Office formats, and so much more. When you’re on the move and you need to ... read more about Adobe Acrobat DC

    Adobe Acrobat DC Reviews

    Acrobat DC incorporates images and graphics quickly which works great for us reviewed by: Richard Lubicky, Founder/CEO at RealPeopleSearch
    Entry Level Price
    $12.99 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    25% in Document Management Software

    Features
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • Offline Access

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Higher-education
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    Adobe DC offers tailored security to secure sensitive and private information.
    David Reid, Sales Director at VEM Group
    Acrobat DC is the most unique piece of software for us because of its features
    Jason Cordes, Founder at CocoLoan UK
    Acrobat DC is a powerful PDF software that allows users to create, edit, and convert PDFs
    Inez Stanway, CEO at Live Laugh Create
    Review Summary

    We VEM Group use Acrobat DC. We been using it for five years now. They offer upgrade editing options: Alternatives to Adobe Acrobat offer a wide range of powerful editing features that let you create a document that adheres to your requirements. They enable you to communicate information more effectively and with greater clarity. The noteworthy alteration features are as follows: Fillable forms can be produced using the PDF form maker. Using hand-drawn drawing tools. They have many features pdf: they are currently widely utilized by corporations, educational institutions, governmental organizations, courts, and many other bodies as one of the most reliable document formats. Mostly, these users need robust PDF software solutions to organize their tasks and boost productivity. Technical information like bills, invoices, policy documents, or examination forms can be included in PDF documents.

    David Reid
    David Reid, Sales Director at VEM Group

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $12.99 Per Month
    Visit website

  • M-Files

    4.5 8 Reviews Verified

    M-Files is a document management software that is unique in its ability to manage documents based on their metadata. M-Files can automatically classify and index documents based on their content, such as ... read more about M-Files

    M-Files Reviews

    M-Files assists our administration department to great effect and it is the best software reviewed by: Daniel Forstner, Founder at Mailbox Empire
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Management-consulting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guide
    • Video
    • Blog
    • Case Studies
    • Infographics
    • Webinar

    Reviews
    What User‘s Say
    M-Files, is a perfect solution that enables us to digitize, manage, and automate our business’s document processes.
    Samson Allen
    The metadata structure is organized and simple to comprehend and edit
    Jason Cordes, Founder at CocoLoan UK
    M-Files helps you go paperless to be more eco-friendly and ensures access from anywhere with ease
    Ronald Williams, Founder at BestPeopleFinder
    Review Summary
    It’s an amazing software, and I like that it uses a metadata-driven approach to document management, and we can easily store and retrieve documents based on our location. My team is using this software and is happy with all its options that enable our workflow to automate, as it allows documents to be routed to the right people at the right time for processing and approval.
    Samson Allen
    Samson Allen

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Greenbox

    4.9 7 Reviews Verified

    Advantages of Greenbox User-Friendly Interface: Navigate seamlessly for an intuitive experience. Version Control: Keep track effortlessly, ensuring you're always on the latest version. Real-Time Notifications: Stay in the loop with instant updates ... read more about Greenbox

    Greenbox Reviews

    Reliable document management system with smart organization features. reviewed by: Anonymous
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Greenbox DMS: A Reliable and Efficient Solution for Secure Document Management
    Ankush Ambule
    Smart, secure, and suited for IT documentation across roles and geographies.
    Maheshwari Pandit, Digital Sales at Sumotech
    Say goodbye to paper clutter with greenbox, an intuitive document management software.
    Mahi Pandit
    Review Summary
    Greenbox has been a reliable and efficient document management system. It offers secure storage, easy retrieval, and smooth version control. Integration with tools like Kriya has further streamlined our workflow and improved document traceability.
    Ankush Ambule
    Ankush Ambule

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page Get Free Trial
    Visit website

  • DocuWare

    4.6 5 Reviews Verified

    DocuWare is a cloud-based document management system (DMS) that helps businesses of all sizes automate their document workflows and go digital. It offers many features, including document capture, indexing, storage, retrieval, collaboration, ... read more about DocuWare

    DocuWare Reviews

    DocuWare is simple to use, and will keep your documents easier to manage and safe reviewed by: Maria A. McDowell, Founder at EasySearchPeople
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Basically a document management software, but way more workflow automation software that is a compelling option for businesses with remote workforce
    Anonymous User
    DocuWare is simple to use and will keep your documents easier to manage and safe
    Frederic P. Lebeuf, Owner/Founder at Bombing Science
    It has offered us excellent cloud support and helps us to collaborate with documents in remote mode efficiently
    Kimberly Silva, CEO at FindPeopleFirst
    Review Summary
    It's very helpful for me as it provides proper analytics and reporting capabilities that are a real need for my business, and this way it helped me to understand how my document processes are performing and identify an area for improvement. This tool provides us with tools for capturing and digitizing paper documents, such as scanners and OCR software. with the help of this tool, we are able to keep track of document changes and revert to previous versions if needed. And also, we can create a custom workflow and forms.
    Anonymous User
    Anonymous User

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Templafy

    5.0 4 Reviews Verified

    Templafy is the next gen document generation platform that Streamlined production of company compliant contracts, proposals and sales collateral through document automation in Word, other Office applications and G Suite. Employees in ... read more about Templafy

    Templafy Reviews

    Templafy allows us to integrate different platforms such as CRM platforms into the software reviewed by: Chris Walker, Founder and CEO at Legiit
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature

    Key Details
    Industries
    • Accounting
    • Banking
    • Construction
    • Financial-services
    • Human-resources
    • Insurance
    • Legal-services
    • Management-consulting
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Reviews
    What User‘s Say
    Templafy, this productivity software enables organizations to manage and streamline business documents and ensure consistency.
    Anonymous User
    Templafy allows you to create various files within the system and manage them all from one place
    Eliana Levine, Co-founder at FindPeopleEasy
    Templafy seeks to simplify and automate document management across any enterprise technology stack
    Aaron Gray, Co-Founder at Agency 101
    Review Summary
    Great choice for our business, this tool helped me so much as it ensures that all our documents are on-board and compliant with company guidelines which is an essential part of our business. And also, it easily integrates with various applications such as MS Office, Google Drive, and adobe creative suite. So we can easily access its features within these applications.
    Anonymous User
    Anonymous User

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • PDFLiner

    4.8 4 Reviews Verified

    PDFLiner is the all-in-one online platform for working with PDF documents. Here, you can upload any PDF or Image and edit it in just a few seconds. Also, you can edit your ... read more about PDFLiner

    PDFLiner Reviews

    I've finally found an editor with a form database, handy tool! reviewed by: Serhii Ostrovskyi at ApiX-Drive
    Entry Level Price
    $29 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    33% in Document Management Software

    Features
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Higher-education
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    My honest feedback on PDFliner
    Anastasiya Gurevska
    I recommend this software to every taxpayer and those who come to work since you still need to file your taxes
    Vladyslav Pobyva at eSputnik
    PDFLiner allowed me to go paperless and reduce the expenses
    Misha Tipalov
    Review Summary
    I recently used pdfliner to create and edit PDF documents, and I'm impressed with its ease of use. The intuitive and user-friendly interface allows me to create professional-looking documents and get them signed online quickly. I also appreciate the ability to store documents online in secure cloud storage, which makes them accessible from anywhere at any time.
    Anastasiya Gurevska
    Anastasiya Gurevska

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $29 Per Month
    Visit website

  • Dropbox

    4.5 4 Reviews Verified

    Dropbox is a cloud-based document management software that is easy to use and offers a variety of features that can help organizations improve their productivity and efficiency. It is a good choice ... read more about Dropbox

    Dropbox Reviews

    Works well reviewed by: Angela Heid, Office & Purchasing Manager at Think Tank NTG
    Entry Level Price
    $9.99 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    20% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Hospital-health-care
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    Dropbox Business, is definitely a secure storage facility in the cloud, that provides real-time access and upload but it isn’t cheap!
    Anonymous User
    Great tool for nearly all applications
    Heather Neisen
    Less Chance for Team Collaboration- But Delivers on Promises!
    Kelsie Hamilton
    Review Summary
    I’ve used Dropbox since it first started and I am very happy with the service provided to me. It has never let me down. This solution helps me stay extremely organized the way it should be. I recommend it to all businesses. With this tool, I am able to store thousands of files and also share them securely. I love the functionality, and quick syncing of files between devices.
    Anonymous User
    Anonymous User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $9.99 Per Month

    Integration
    Integrated With
    • HubSpot Marketing Hub
    • Autodesk Construction Cloud
    • Canva
    • Slack
    • Adobe
    • Microsoft
    • Google Workspace
    Visit website

  • Bynder

    4.0 4 Reviews Verified

    Bynder is a powerful cloud-based digital asset management (DAM) solution trusted by organizations worldwide to centralize, manage, and distribute their brand content. Designed for marketing, creative, and content-driven teams, Bynder provides an ... read more about Bynder

    Bynder Reviews

    Byder is most effective for medium to big corporations with a worldwide distributed presence, as well as video content producers and distributors. reviewed by: Steven Walker, CEO at Spylix
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    33% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature

    Key Details
    Industries
    • Financial-services
    • Food-beverages
    • Food-production
    • Furniture
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Industrial-automation
    • Information-services
    • Information-technology-services
    • Insurance
    • Leisure-travel
    • Luxury-goods-jewelry
    • Machinery
    • Marketing-advertising
    • Medical-device
    • Mental-health-care
    • Museums-institutions
    • Nonprofit-organization-management
    • Oil-energy
    • Performing-arts
    • Publishing
    • Railroad-manufacture
    • Retail
    • Telecommunications
    • Textiles
    • Wine-spirits
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Knowledge Base
    • Blog
    • Case Studies

    Reviews
    What User‘s Say
    If you're looking for a digital asset management platform that will meet your needs today and tomorrow, there is no better choice than Bynder.
    Rambabu Thapa, Marketing Manager at Wolfmatrix
    Bynder has many features like it can help you with your templates, can make brand videos, and is faster than many other apps on the market.
    Jonathan Tian, Co-Founder at Mobitrix.com
    Bynder is a core DRM restricted board resource provider; this is a focused step towards secure internal linking of media content.
    Daniela Sawyer, Founder at FindPeopleFas
    Review Summary

    We at WolfMatrix have been using Bynder to manage our digital assets and we have been using this software for the last year. And we use this software daily. Bynder Bynder is a service that allows users to track, store and manage all of their digital assets in one place. The company's software provides extensive DRM capabilities so you can rest easy knowing your data won't get lost or corrupted. Bynder’s software-as-a-service (SaaS) solution helps organizations to manage their digital assets, collaborate on creative projects and distribute content across the world.

    Rambabu Thapa
    Rambabu Thapa, Marketing Manager at Wolfmatrix

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Asana
    • Hootsuite
    • Adobe Commerce
    • Salesforce Marketing Cloud
    • Shopify
    • Sitecore
    • Microsoft SharePoint
    • Salsify
    • Contentful
    • Akeneo PIM
    • inRiver
    • Kentico CMS
    • monday.com
    • Optimizely Web Experimentation
    • Storyblok
    • Wrike
    • Seismic
    • Microsoft PowerPoint
    • Contentstack
    • Bloomreach
    • Dropbox
    • Wordpress
    • HubSpot CMS Hub
    • OneDrive
    • Smartsheet
    • Figma
    • Sketch
    • Bigtincan Zunos
    • Drupal
    • Google Drive
    • Sprinklr
    • Stackla
    • Tray.io
    • Workato
    • Trello
    • Sprout Social
    • Templafy
    • Vimeo
    • Canva
    • Adobe Express
    • Zapier
    • Shopware
    • Azure
    • Box
    • Shutterstock
    • Moovly
    • Prezi
    • Sitefinity
    • Marketo Engage
    • Dynamics 365
    • Brandwatch
    • Clickup
    • Webflow
    • Brightcove
    • ADOBE EXPERIENCE MANAGER
    • dotdigital
    Visit website

  • PandaDoc

    5.0 3 Reviews Verified

    PandaDoc is an all-in-one document automation platform that helps businesses of all sizes streamline creating, approving, and eSigning proposals, quotes, and contracts. It offers many features, including Customizable document templates, Electronic signatures, ... read more about PandaDoc

    PandaDoc Reviews

    Great Solution for Document Management Needs reviewed by: Machell Enke
    Entry Level Price
    $19 Per Month
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Great tool for creating, sending, signing and organzing your documents
    🏃 Brent W Peterson
    Easy and Customizable Platform
    Danielle Martin
    Review Summary
    We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM.
    🏃 Brent W Peterson
    🏃 Brent W Peterson

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Starter
    $19 Per Month
    Business
    $49 Per Month

    Integration
    Integrated With
    • Salesforce CRM
    • Slack
    • monday.com
    • ActiveCampaign
    • Google Workspace
    • Zoom
    • Zapier
    • Pipedrive
    Visit website

  • DocuSign

    5.0 3 Reviews Verified

    DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically ... read more about DocuSign

    DocuSign Reviews

    Game changer when getting a signature on a contract!! reviewed by: Rich Martinez
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery

    Key Details
    Industries
    • Accounting
    • Commercial-real-estate
    • Financial-services
    • Human-resources
    • Insurance
    • Legal-services
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Excellent product - ease of use
    Ryan Connell
    Makes life easier
    Ann M. Frank
    Review Summary
    Easy to use for clients and providers - excellent customer service as well.
    Ryan Connell
    Ryan Connell

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • bitfarm-Archiv

    5.0 3 Reviews Verified

    bitfarm-Archiv is a free windows DMS. Built as a microsoft document management system and developed under Delphi, it is widely used by businesses and institutions for digital archiving, electronic document management, enterprise ... read more about bitfarm-Archiv

    bitfarm-Archiv Reviews

    Good alternative to the big players - My thoughts on using bitfarm for nearly 2 years reviewed by: Chris Fox
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Architecture-planning
    • Automotive
    • Banking
    • Building-materials
    • Chemicals
    • Computer-network-security
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    bitfarm-Archiv, is a highly customizable and powerful yet flexible tool for managing documents and records.
    Craig Vega
    Our modern document management with bitfarm-Archiv
    Marius Schmidt, IT-Admin at Digital Creator Group
    Review Summary
    The absolute best electronic document organizer. I don’t think I could do anything without it. I truly like this software and One of the main advantages of bitfarm-Archiv is its flexibility. It allows us to create custom metadata fields, which can be used to categorize and tag documents as per our specific requirements. The way all the pieces of stuff are organized in very less tabs is much easier than others to access all the files. So I can keep many of my confidential things on the net.
    Craig Vega
    Craig Vega

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Confluence

    4.3 3 Reviews Verified

    Making information accessible to your organization is important now more than ever. Confluence can serve as your company's primary Knowledge Management Software tool. Use it to capture, preserve, and organize your most ... read more about Confluence

    Confluence Reviews

    Very good reviewed by: Victoria Naichuk, Digital MArekting Specialist at Romexsoft
    Entry Level Price
    $5.50 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    5% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Sharing
    • Document Storage
    • Offline Access

    Key Details
    Industries
    • Construction
    • Health-wellness-fitness
    • Hospital-health-care
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $5.50 Per Month
    Visit website

  • LogicalDOC

    3.7 3 Reviews Verified

    LogicalDOC is the best choice among document management solutions. It features an intuitive interface that is so easy to use it requires no training. It utilizes advanced technology and widely-accepted international standards ... read more about LogicalDOC

    LogicalDOC Reviews

    Looks nice up front, but avoid (unless you live in Italy) reviewed by: Eric Daugherty
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Defense-space
    • Education-management
    • Electrical-electronic-manufacturing
    • Financial-services
    • Food-beverages
    • Food-production
    • Gambling-casinos
    • Government-administration
    • Health-wellness-fitness
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Industrial-automation
    • Insurance
    • Investment-banking-venture
    • Law-practice
    • Legal-services
    • Mechanical-or-industrial-engineering
    • Mining-metals
    • Oil-energy
    • Railroad-manufacture
    • Real-estate
    • Retail
    • Utilities
    • Venture-capital
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Linux
    Support
    • Email
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Whitepapers

    Reviews
    What User‘s Say
    Very helpful and user friendly
    Muhammad Mubeen
    Number one File management tool
    Antony Evans
    Review Summary
    Strongly recommend this software for document management because of user-friendly interface, statistical penal and many other useful features. I was never able to manage my documents and that's why lost a lot of important documents also. But now I can easily save and search my documents. There are no uncertainties about the documents. I don’t need to be afraid of the storage space just due to this software. Their customer service is also quick. They always entertain my queries as soon as possible. This is the best software for those who are dealing with different businesses and enterprise.
    Muhammad Mubeen
    Muhammad Mubeen

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • OpenKM

    5.0 2 Reviews

    OpenKM is an open-source document management system (DMS) that helps businesses of all sizes go digital and manage their documents efficiently. It offers a wide range of features, including document capture, indexing, ... read more about OpenKM

    OpenKM Reviews

    OpenKM is a reliable document management system used to store, manage, and share digital assets, such as documents, images and videos. reviewed by: Bentley Pascall
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • Kinalta

    5.0 2 Reviews Verified

    SAM9000 is now KINALTA. Fast paced projects in parallel. Lean, Kanban, Scrumban or Scrum. Tasks, Documents, Emails and big Files Sharing. Use simple smart and powerful lists, or our multi-level Kanban. Work ... read more about Kinalta

    Kinalta Reviews

    a simple approach to fast paced project tracking reviewed by: Taylor Anderson
    Entry Level Price
    $29 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    33% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Architecture-planning
    • Arts-crafts
    • Civic-social-organization
    • Civil-engineering
    • Construction
    • Design
    • Events-services
    • Executive-office
    • Government-administration
    • Graphic-design
    • Information-technology-services
    • Management-consulting
    • Marketing-advertising
    • Media-production
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Blog

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $29 Per Month
    Visit website

  • Process Street

    5.0 2 Reviews

    Streamline your business process management (BPM) and recurring workflows with Process Street. Easily create and customize organized checklists that allow you to utilize conditional logic, track progress, assign tasks and approvals, and ... read more about Process Street

    Process Street Reviews

    Process Street, A versatile software for the most part, that helped me a lot, let me do work faster and perfectly for its purpose. reviewed by: Victor Colon
    Entry Level Price
    $100 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    14% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Higher-education
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Mac
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Infographics

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $100 Per Month
    Visit website

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Buyer’s Guide

Introduction to buyer's guide for Document Management Software

The view of a traditional office often consists of filing cabinets, microfiche systems, drawing cabinets, folders, and shelves,often meant to store valuable information about the business like accounts, business contracts, employee’s payroll, security compliances, and policies, etc. The documentation type varies as per industry.

For any business, documentation is an integral part of their routine activities. Some documents also carry the legal weight, so it is essential to store them safely. Any error in filing the document or misplacing vital documents can incur a big financial loss to the business. Also, it consumes a lot of time to re-process and re-generate the lost documents. This is where Document Management Software plays an important role.

The traditional method of document management involves filing paper bills, receipts, employee details, manually. The formula has worked for all types of business, but there are some serious risks associated with manual document management.   

What are the most common challenges in manual documentation?

  • Takes a lot of space: The manual document filing takes a large amount of space. Once a business owner starts growing his business, it becomes a big headache for business owners. It is even frustrating when someone has to hunt down a file from this heap of files.
  • Risk of damage and misplacement: The risk of damage and misplacement of paper documents can’t be ignored with the manual documentation process. Regardless of robust manual documentation practice, the paper documents are prone to damage and misplacement.
  • Time-consuming: It is the biggest obstacle in manual documentation. The employees have to suffer their present work and have to focus on filing or finding documents manually. It can take anywhere from a few minutes to hours to hunt down a single file, which may consume an employee's valuable time.
  • Difficult to make changes: It is hard to implement changes with paper documents. So every time someone wants to make a change, they have to make a copy without destroying the original copy. It means there are more documents and more filing processes.
  • Low Security: A confidential file in the cabinet can be easily accessed. If there is no duplicate copy of the file, gathering all documents from different sources could be a mammoth task.

It is for the above reasons, businesses of all sizes and types can invest in a document management software.

What is Document Management Software?

A document management software (DMS) is a system that helps to track, manage, and store documents and minimize the usage of papers. Most are efficient in maintaining a record of the various versions created and modified by different users. The document management system is also referred to as an electronic filing cabinet. The software works in tandem with scanners; it converts paper documents into digital versions. It helps with the capture, storage, retrieval, control, sharing, and tracking documents, no matter whether those documents are in paper or digital format. . 

Besides offering the advantage of going paperless, the features and functionalities of document management software are critical to effectively running a business. A document management solution also behaves as a collaboration tool that allows team members to communicate through a single platform.

What are the advantages of Document Management Software?

  • Easy to locate: The paper document stored in multiple locations is often time consuming and costly to track.  With document management solution, it is easy to find the document with their name, category or allocated number
  • Better collaboration: When multiple people are working on a single document, and editing is continuously happening, the document management software ensures they always work on the latest copy. It eliminates the scope of conflict among workers as they all share the common document. 
  • Better security: Security is an added advantage with a document management system (DMS). The documents are password protected and come with other security features. Besides that, it controls the document access, like who can view or edit the document. This feature keeps unauthorized access away from the confidential file.
  • File recovery: The centralized data management and backup feature allow the user to recover documents anytime they want, especially when there is damage to the document due to disaster.
  • Easy auditing and indexing. The document management solution facilitates the seamless auditing and indexing of documents. The software users can access previous versions of the files and rectify the error. In comparison to auditing physical copies, it becomes quite comfortable with the electronic records.
  • Integration with other tools: The software also allows third-party integrations. Usually, the document management software (DMS) is used as a standalone program. However, there are a few software like mailing tools or reporting tools that can be used along with the DMS.  
  • Access data anytime and anywhere ( Cloud): The software can also be deployed on the cloud. It gives liberty to access the file from anywhere and at any time. It can be integrated with Windows, Mac, Android, and iOS devices. So users also don’t need desiccated facilities to access the data.
  • Centralized data management: The centralized location makes users access them more easily, quickly, and comfortably.

How does a Document Management System work?

Invoices, balance sheets, sales brochures, payment reminder letters, email, spreadsheets, reports—all businesses create a variety of documents during the course of business.

Step 1) Template for the folder structure

Users create templates for folder structures standardized throughout the system. Then apply a list of predefined document names to files uploaded to the folder.

Step 2) Capture the document

Document management software should be able to capture data from the source. It means the user can find any document anytime or any day. Usually, a high-speed scanner is used to capture paper documents from the source. This document is later indexed based on the user's requirement. The indexing can be done through ERP screen integration,  barcoding, or zone optical character recognition (OCR). The data capture from different sources may involve paper documents, emails, system-generated reports, or any other applications like CRM or ERP.

Step 3) Central document storage

Central document storage is vital for managing and retaining documents that come from different sources. The central document storage can be used for storing both dynamic and static content. 

Step 4) Document retrieval and distribution

The critical step of a document management system is document retrieval and distribution. Document retrieval needs to be fast and easy. The document management system comes with the search features to retrieve a document on any keyword search. The secret to quick document retrieval lies with how well the document indexing is done.

Another aspect of DMS software is document distribution. The software should route the document to a responsible person, like sending documents to customers, vendors, and employees. It should allow users to send documents any way they want to, like email and FTP.  The modern-day software allows us to automate the entire workflow.  For instance, when an order appears in your ERP system, it automatically triggers a workflow in your document management system.

Step 5) Document security

Make sure the document management software is laced with all necessary security set-up to block unauthorized access to the document.

What are the essential features to look for in a Document Management Software?

  • Document assembly
  • File recovery
  • Document storage, retention, and sharing
  • Collaboration Tools
  • Compatible with a wide variety of scanners
  • Version Control
  • Document indexing
  • Offline access
  • Electronic signature
  • Document event log history
  • Merge multiple documents into single PDFs
  • Bulk file upload
  • File routing and approval
  • Customizable dashboard
  • Automated business process workflows
  • Access files securely anytime or anywhere
  • Intuitive user interface
  • Convenient and reliable search engine
  • Controlling who can view documents and when
  • Accessible via smartphone devices and tablets
  • Easily integrate with the other application or tool like email automation tool or customer relationship management software
  • Restricting access to documents
  • Regular notification on software upgrades and maintenance
  • Allow to import content from XML and MD and export to HTML MD AND PDF and so on.
  • Control over the number of users log in or access
  • Document creating templates
  • Supports multiple languages
  • Remote access ( cloud storage)
  • Metadata management
  • Monitoring and audit trail tools to view changes made to documents
  • Data protection and scalability
  • OCR ( Optical Character Recognition) conversion capability
  • Audit logging
  • API integration access
  • E-signature integration
  • Upload documents in bulk

How to implement a Document Management Software?

Depending on the type of DMS, the implementation process may vary. The user can hire a document manager to ensure the entire implementation process is upbeat and software performs well after implementation.

Step 1) Research the product

Users should research various document software available in the market, and check the compatibility of the company’s requirements with the new document software. The user can search for reviews about the software vendor and services related to the implementation of document management programs. In case the user is moving from old to the new system then he should see the data migration takes place seamlessly.

Step 2) Discuss with the team members

The software user needs to feel involved in the process. If the software is going to be used by a group of people, then ensure the team members using the new software understand the reason behind implementing it and how it can  benefit the company.

Step 3) Conduct the training

If the document management software is used by the team members, then conduct a training session or share videos with them on how to use the software.
 

Step 4) Installation and configuration

Install the software and proceed to configure those features that can be immediately accessible. The user can determine the rules on granting permission to certain documents. Also, perform necessary steps like connecting and integrating document management app with mobile devices. 

Unlike on-premise software, the cloud management service may not require installation and maintenance.  The cloud document management system is the best option for organizations that do not prefer investing in resources for maintaining an internal data center with complicated firewall protocols and backup procedures.

Step 5) Dashboard reporting

Most document management platforms or software nowadays include data dashboards. Ensure the dashboard reflects necessary information related to document filing and storing. It can also be useful to monitor the success of software as well.

What types of business can benefit from Document Management Software?

Everyone can take advantage of a DMS system, no matter the company size or industry. A small business could use to collect a variety of electronic documents like images, PDF, media files, or an enterprise-level company managing invoices. 

The businesses that may use file management software include,

  • Logistics      
  • Education
  • Healthcare 
  • Government       
  • Accounting
  • Retail
  • Banking
  • Legal firms
  • IT
  • Real estate and Construction
  • Hospital
  • Academics and educational institution
  • Production and Manufacturing

How secure is a Document Management System?

Yes, the document management system software is secure to use with necessary security measures in practice like SSL technologies, TLS protocols, two-factor authentication, strong login password, regulatory compliance, and directory authentications. 

On top of that, the dashboard reports can help managers and administrators keep watch on user activities. The email notifications and advanced audit trail further strengthen the managers and administrators to control the data. The security templates in DMS with predefined security can be quickly applied to different areas. Besides that, the data backup option allows the user to retrieve any information they lost during the operation.

What are the best practices for Document Management Software?

  • Include Automation: To improve the efficiency, the document management solutions automates as many processes as possible, especially those that are repetitive.
  • Periodically review storage: The document management system handles large quantities of data, and the user should conduct periodic review storage. The periodic review allows a company to organize its database for optimum usability.
  • Maintain consistency:Maintain consistency in naming the files and folders uploaded or created within the DMS. It is a good practice to implement consistent workflow paths for all the documents
  • Regulatory compliance: It is essential that electronic document management systems meet all regulatory compliance requirements.
  • End-to-end configuration: The document control software should be easily configured, updated, and maintained, to avoid reliance on costly consultants, programmers, and specialized IT resources.
  • Align DMS with automation process:Business processes implement automation processes for organization’s success. Companies should ensure that their automation strategies are falling in line with the document management system.
  • Implement security measures: Administrators should implement additional security measures. For example,  distributing read-only content, wherever applicable and there is no back-door to access/tamper documents at a server level.
  • Establish DMS ownership: It is essential that a responsible person or document manager is assigned for necessary approval or streamline any necessary workflow. Also, during any software issue, the team members can turn to the document manager.

What is the approximate cost of Document management software?

The cost of Document Management Software like Greenbox could be as low as $5/month, while high-end software like Fluix can be anywhere around $200/month.  The electronic document management system may be used as a standalone solution, or maybe it comes as an add-on feature with the workflow management software.  The businesses that have limited use and are looking for a budget-friendly document management tool, then samepage, and pdfFiller are some good alternatives. For those who wish to have only the basic features, then they can go for software like; Planio, ShareDocs Enterpriser or SAM9000 APM. However, enterprise level companies handling massive documents on a daily basis may prefer enterprise document management software like Fluix or Clausebase. 
 

The flexible pricing of document management systems allows users to try the software without worrying about the financial restriction. The free and open source document management software solutions are always up to reduce the burden of additional expenses over the company.  

Why refer to Goodfirms’ list of top Document Management Software?

Goodfirms surfaces the best IT solutions through its review and rating platform. It assists the companies or individuals in making the best decisions on software selection and streamlining their business operations. Well, whether it’s an in-depth analysis of software features or getting a range of pricing options on the software solution, the platforms scan all important details for consumers in the most comprehensive format.


More and more companies are adopting paperless concepts, and the document management solutions are giving wings to it. It helps to speed up the manual documentation task and boost the overall efficiency of the business process. The document management software is applicable in almost all areas. The choice differs from the business point of view and budget. The Goodfirms suggest that you verify the complete list of best document management software that spans various business segments regardless of their business size and budget. 

Comparison of Document Management Software: Dropbox Business, DocuSign, M-Files, Evernote Business and Zoho Doc

FeatureDropbox BusinessDocuSignM-FilesEvernote BusinessZoho Docs
Company BackgroundDeveloped by Dropbox Inc., a cloud storage and file synchronization service provider known for its user-friendly interface and collaboration features, catering to individuals and businesses.Developed by DocuSign Inc., a digital transaction management platform specializing in electronic signature solutions, used by businesses for document signing, workflow automation, and contract management.Developed by M-Files Corporation, offering intelligent information management solutions for businesses, focusing on document management, metadata-driven classification, and process automation.Developed by Evernote Corporation, known for its note-taking app, offering Evernote Business as a collaborative workspace for teams to capture, organize, and share ideas, documents, and projects.Developed by Zoho Corporation, providing a suite of cloud-based business software solutions, including Zoho Docs for document management, collaboration, and productivity, integrated with other Zoho apps.
Target AudienceTeams and businessesBusinesses needing e-signature capabilitiesBusinesses with complex document management needsIndividuals and teams for note-taking and information managementBusinesses and teams for collaborative document editing and storage
PricingPaid plans start at $15/month per userPaid plans start at $10/month per userPaid plans start at $10/user/monthPaid plans start at $3.99/month per userPaid plans start at $1/month per user
FocusSecure file storage, sharing, and collaborationElectronic signature and document workflow managementIntelligent document management and automationNote-taking, information organization, knowledge managementCollaborative document editing, online storage, and file management
FeaturesFile syncing, version control, team workspaces, mobile access, security featuresE-signatures, document routing, pre-filled forms, audit trailsMetadata management, document classification, automated workflows, AI-powered insightsNote-taking, web clipping, document annotation, research toolsOnline document editing, real-time collaboration, file sharing, mobile access
StrengthsUser-friendly interface, robust file sharing and collaboration features, strong securityStreamlined e-signature process, integrates with various business toolsPowerful document management capabilities, automates workflows, AI-powered featuresExcellent note-taking and information organization tools, multi-platform accessAffordable, real-time collaboration, integrates with Zoho ecosystem
WeaknessesLimited document management features compared to M-FilesPrimarily focused on e-signatures, not a comprehensive document management systemSteeper learning curve compared to some optionsNot ideal for complex document workflows and collaborationLimited features compared to some dedicated document management systems
Integration CapabilitiesIntegrates with various third-party applications, including productivity tools, project management software, collaboration platforms, CRM systems, and workflow automation tools, through APIs, webhooks, and integration partnerships.Integrates with business applications, including CRM, ERP, HR systems, accounting software, cloud storage platforms, and productivity tools, through APIs, connectors, and integration partnerships to streamline document workflows.Integrates with CRM, ERP, ECM, BPM, HR, and other business systems through connectors, APIs, and integration frameworks, enabling seamless data exchange, automation, and collaboration across enterprise systems and applications.Integrates with business productivity tools, project management software, note-taking apps, calendars, email clients, and cloud storage platforms through APIs, connectors, and integration partnerships to enhance productivity and collaboration.Integrates with other Zoho applications such as Zoho CRM, Zoho Projects, Zoho Mail, Zoho Calendar, and Zoho Analytics, as well as with third-party applications through APIs, webhooks, and integration partnerships for seamless data exchange and workflows.
Best forTeams and businesses needing secure file storage, sharing, and collaborationBusinesses requiring electronic signatures and document management workflowsOrganizations with complex document management needs and automation requirementsIndividuals and teams for note-taking, research, and information organizationBusinesses needing collaborative document editing, online storage, and basic document management

Frequently Asked Questions

What is the Best Document Management Software?

The best document management software can enable your business to deal with its documents, from sharing to curating important records. It is critical to pick the best document management system to enhance work process productivity and monitor archives. At Goodfirms, we have listed some of the best document management software in order to aid business administration. The best document management system solutions have an assortment of documentation and curation solutions for a myriad of business sizes and ventures. Some of the best document management software solutions include SAM900 APM, PandaDoc, Zoho Docs, and more. 

What are the Major Benefits of Document Management Software?
  • Eliminates file storage and material costs for paper, folders, printing, stationery, etc.
  • Safety of documents with password-protected access, encryptions, and anti-theft mechanisms in place
  • Reduces time for finding, importing, and extracting documents
  • Increases productivity with a quick movement of documents
  • Protects privacy, confidentiality, and security of documents
  • Helps in keeping documents organized for compliance and regulatory needs
  • Reduces bottlenecks such as the slow distribution of documents

How to Evaluate and select the best Document Management Software?

If you want to evaluate and select the best document management system, then look for the following critical components:

  1. Tools for capturing and scanning documents: The system must be able to import, scan and convert files to bring them to the storage vaults
  2. Tools for Storage and Archiving: The system must be able to store documents, index, and archive them for future use. Storage capacity should be evaluated as per your individual need. 
  3. Tools for Retrieval: There should be tools for locating, exporting, and retrieving files
  4. Tools for Sharing and Collaboration: The system should allow easy sharing and collaboration  of documents
  5. Tools for Security: The software should deploy stringent security measures, audit trails, password protection, access controls, and more.

A document and record management system with the above essential features should be a preferred one

What Types of Deployment Are Available with DMS?

Today most organizations prefer cloud-based solutions to save installation and hardware costs. Cloud-based solutions eliminate the need for maintenance, upgrades, and troubleshooting. With on-premise solutions, your IT staff has to monitor everything. However, if you prefer to keep, store, and manage data locally, deployment of an on-premise solution such as the open source document software is apt for you. You can also choose to deploy an online or web-based document management software. It can be accessed with internet connectivity; however, data wouldn't be stored in cloud servers. Your vendor would store it locally for you. 

What Is the Cost of Document Management Software?

The cost of Document Management Software like Greenbox could be as low as $5/month, while high-end software like Fluix can be anywhere around $200/month. You can also use free and open source document management software such as OpenDocMan or LibreOffice, or free document management software such as Zoho Docs, SeedDMS, etc. 

What is HIPAA Compliant Document Management?

Health Insurance Portability and Accountability Act is a guideline issued for the healthcare industry for protecting sensitive data and file-handling procedures. HIPAA compliant document management is a set benchmark for best medical practices. The healthcare industry can deploy a HIPAA compliant document management software such as PandaDoc.

What Are the Integrations You should Look for in Document Management Software?

One should look for Document management software that integrates with other third-party applications such as Email software, Information Systems, backup and recovery software, CRM tools, helpdesk software, analytics tools such as Google Analytics, Chatbots, and more.

Related Categories

Workflow Management Software
Project Management Software
Collaboration Software
Content Management Software
IT Asset Management Software
Contract Management Software
File Sharing Software
Digital Asset Management Software
Knowledge Management Software
Digital Signature Software
Proposal Management Software
Compliance Software
Document Control Software
Forms Automation Software
Archiving Software
Document Generation Software
Virtual Data Room Software

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