M-files and PairSoft, An In-Depth Comparison 2024

Comparison Summary

M-files: M-Files offers a metadata-driven document management platform. Businesses gain a leading edge with M-Files' innovative solutions.

PairSoft: Pairsoft's AP automation and document management solutions enhance ERP capabilities. Procurement processes are streamlined, unlocking organizational potential.

M-files and PairSoft: Customer Satisfaction Data

Most deployed common Use Cases for M-files and PairSoft

What Are the key features of M-files and PairSoft for Workflow Management?

M Files and PaperSave both facilitate automated workflows for document management. M Files focuses on creating streamlined processes for various document types, including policy reviews, with features such as version control, mobile access, and e-signatures. PaperSave specializes in automating financial transactions, specifically for invoices and accounts payable, within Microsoft Dynamics, Intacct, and Blackbaud platforms. Both tools emphasize efficiency and error reduction through workflow automation, however, M Files provides more flexibility for customizing workflows. A limitation of both tools is the need for scripting knowledge to implement certain workflow features.

"...Very Flexible Easy to configure Workflow engine well design Pricing stucture make affordable for SMB or Entreprise..." Peer review by Benjamin Larrivee, Computer Software

"...We have some pretty robust conditional workflows for routing work within our Operations department...." Peer review by Devan C, Business Analyst, Religious Institutions

How does M-files and PairSoft address your Sales Document Management Challenges?

M Files and Pairsoft both manage sales documents digitally. M Files provides features such as version control, mobile access, and e-signatures, while Pairsoft focuses on streamlining workflows and collaboration. M Files supports multiple business processes, including Contract Lifecycle Management (CLM), while Pairsoft emphasizes automation and integration with Microsoft Azure. A limitation of M Files is that it requires separate add-ons for electronic signatures.

"...We use M-Files for invoice processing, contract management, HR documents and of course also for our workflows...." Peer review by Serge P., Sales Manager, Information Technology and Services

"...Boost Collaboration By converting all documents to digital formats, colleagues and team members can collect all needed data in one repository and share those documents globally...." Peer review from Featured Customers

How can M-files and PairSoft optimize your Collaboration Workflow?

M Files and Pairsoft both focus on enhancing collaboration by providing tools for document sharing and access. M Files emphasizes features like co-authoring and check-in/check-out tools for collaborative document creation. Pairsoft emphasizes the conversion of documents to digital formats and the ability to access information from various systems through a single interface. However, M Files integrates with platforms like Web and Office365, while Pairsoft provides seamless integration with GP and Intacct.

"...coordination of client data, versioning, form creation, single sign-on, collaboration on project documents...." Peer review by Trevor S, Account Manager

"...Attendees at the conference can demo PaperSave (on-premises) and PaperSaveCloud , the cloud-based offering...." PaperSave Presenting Sessions Focused on Document Management at the Dynamics SL User Group Fall 2015 Conference

How can M-files and PairSoft enhance your Content Management process?

M Files and Pairsoft are both content management tools that help organize, manage, and share documents. M Files offers robust features for enforcing business processes and collaborative editing, allowing users to share and edit documents concurrently. Pairsoft focuses on streamlining data discovery and sharing, with features like content search, metadata search, and seamless SharePoint integration.

"...The software can also be used for knowledge management providing online collaboration, content and data management...." Peer review

"...PaperSave allows employees to share documents and lets coworkers take the reins on next steps. ..." Electronic Workflow Management System

How efficiently Does M-files and PairSoft manage your Communication Management?

M Files facilitates communication through task assignment, status tracking, and notifications for document changes. M Files also manages communication with customers through its CRM system. Pairsoft emphasizes communication through email, including automated email capture and notifications, and offers support through its Customer Portal. Both systems use email for communication, but M Files provides a more comprehensive communication management system within its broader platform.

"...With m-files, we can assign tasks to employees and track the status and state of all assignments, we can be notified when materials have been edited or modified, and we can ensure that important documentation has been reviewed and approved by the appropriate individuals before it s published...." Peer review by Kim Thompson, Manager, Muscatine Power and Water

"...He has published this information via the Bob Scott s Insights newsletter now known as ERP Global Insights and website since 2009...." WhiteOwl has been named Top 100 VAR for 2019