DocFinity Overview

DocFinity provides next-generation enterprise content and business process management solutions. Enhanced efficiency and streamlined operations are achieved through its advanced features.

Use Cases

Customers recommend Workflow Management, Contract Management, Content Management, as the business use cases that they have been most satisfied with while using DocFinity.

Other use cases:

  • Digital Signature
  • Collaboration
  • Helpdesk Management
  • Sending & Publishing Communications
  • Subscription Management
  • Compliance & Governance
  • Account Management
See all use cases See less use cases

Business Priorities

Scale Best Practices and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using DocFinity.

Other priorities:

  • Improve Efficiency
  • Increase Sales & Revenue
  • Improve ROI
  • Acquire Customers
See all business priorities See less business priorities

DocFinity Use-Cases and Business Priorities: Customer Satisfaction Data

DocFinity's features include Recording, and Dashboard. and DocFinity support capabilities include 24/7 Support, AI Powered, Email Support, etc. also DocFinity analytics capabilities include Custom Reports, and Analytics.

Reviews

"DocFinity helps our clients see where a student is in the application process, and what workflow they’re in at any given point in time." - Jean D

DocFinity, Ombud, Upland FileBound, Lucidchart, Nikec NetDocuments, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for DocFinity

Top Industries

  • Computer Software

Popular in

  • Enterprise

DocFinity is popular in Computer Software, and is widely used by Enterprise,

Comprehensive Insights on DocFinity Use Cases

How can DocFinity enhance your Workflow Management process?

How can DocFinity optimize your Contract Management Workflow?

Why is DocFinity the best choice for Content Management?

How does DocFinity facilitate Collaboration?

12+ more Business Use Cases

16 buyers and buying teams have used Cuspera to assess how well DocFinity solved their Content Management Systems needs. Cuspera uses 444 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
DocFinity testimonial

Jean D

Iowa State University (ISU)

DocFinity helps our clients see where a student is in the application process, and what workflow they’re in at any given point in time. Testimonial By Jean D
DocFinity testimonial

Shelley B

The Pennsylvania State University

Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to make a difference. Testimonial By Shelley B
DocFinity testimonial

Brain S

Loyola University Chicago

What we’re really trying to do is create better processes so that the instructors and students can spend their time doing what they do best. DocFinity really gave us the solution we were looking for. Testimonial By Brain S
CUSTOMERS TESTIMONIALS
DocFinity testimonial

Jean D

Iowa State University (ISU)

DocFinity helps our clients see where a student is in the application process, and what workflow they’re in at any given point in time. Testimonial By Jean D
DocFinity testimonial

Shelley B

The Pennsylvania State University

Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to make a difference. Testimonial By Shelley B
DocFinity testimonial

Brain S

Loyola University Chicago

What we’re really trying to do is create better processes so that the instructors and students can spend their time doing what they do best. DocFinity really gave us the solution we were looking for. Testimonial By Brain S

Case Studies

COMPANY INDUSTRY CASE STUDIES
DocFinity case study
Education
Education
CASE STUDY Iowa State University

Iowa State University improved admissions efficiency with ECM and workflow tools, enhancing application tracking and processing speed.

Read More
DocFinity case study
Education
Education
CASE STUDY Iowa State University

Iowa State University improved admissions efficiency with ECM and workflow tools, enhancing application tracking and processing speed.

Read More
DocFinity case study
Education
Education
CASE STUDY State College Area School District (SCASD)

SCASD saves time and money using DocFinity's document management and automation features.

Read More
lightning

Peers used DocFinity for workflow management and contract management

DocFinity Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (1)
Custom Reports

4.63/5 ★

Read Reviews (27)
Analytics

4.57/5 ★

Read Reviews (18)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.21/5 ★

Read Reviews (1)
Custom Reports

4.63/5 ★

Read Reviews (27)
Analytics

4.57/5 ★

Read Reviews (18)

Software Failure Risk Guidance

?

for DocFinity

Overall Risk Meter

Low Medium High

Top Failure Risks for DocFinity

DocFinity Profile

Company Name

DocFinity

Company Website

https://www.docfinity.com/

HQ Location

100 Oakwood Avenue, State College, PA 16803, US

Employees

101-250

Social

Financials

PRIVATE