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DocFinity: Reviews, Testimonials and Expert Opinions
(444)DocFinity: ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION
Top 49 DocFinity Alternatives
Ombud
Enable better decisions
Ombud provides sales effectiveness and content collaboration software to help sales teams reduce effort by 50% or more and spend more time selling. It allows organizations to identify the best content, automate repetitive curation tasks, and improve overall collaboration efficiency. ...
Ombud combines content collaboration, project management, and machine learning to streamline the creation of sales documents like RFP responses, security questionnaires, sales proposals, statements of work, and much more. It consolidates all content in one place providing a single source of truth for revenue teams .
Ombud features include document generation and authoring capabilities, automatic content additions, intelligent search categorizes and prioritizes, content flagging can push inaccuracies, streamlined workflows, data security, and more.
Upland FileBound
Workflow Automation Software & Document Management
Upland FileBound is a Document management and workflow automation software enabling team collaboration, smooth workflow through automated processes, and instant access to the right content. The software can be used for enhancing productivity and services across industries such as Government, Non-profits, Education and more. ...
Upland Filebound can be used in employee on-boarding and review processes, and for creating a database of employee profiles with action triggers, which help in improving HR productivity and employee satisfaction. Records Management processes can be streamlined for storing securely and granting secured access to remote employees, thus enabling better productivity and information management.
The features include Workflow automation with customizable rules, Document configuration with easy configuration settings for secured access, including scalable licensing options, an eForms portal which can be accessed through automated workflow rules, Analytics with dashboards showing insights on various factors such as process efficiency, predictive analytics, performance comparisons and more.
Smartsheet
The dynamic workspace that moves the business forward
Smartsheet is a workspace that empowers teams to automate workflows, manage projects, and rapidly build new solutions using no-code business connections and backed by the security IT requires. It helps to align global teams, build and scale business-driven solutions, and enable IT to manage risk and maintain compliance on the platform for dynamic work. ...
Smartsheet helps to align work bringing people, processes and technology together to connect the work being done across the organization ensuring alignment with corporate goals on a centralized, cloud-based platform. It powers to automate workflows and design solutions to adapt to the nature and scale of any project or initiative, for a rapid response to constant change with agility.
Some of its capabilities include team collaboration, workflow automation, content management, process consistent projects at scale, secure request management, streamlined business apps, intelligent workflows and more.
Templafy
Connect and manage entire document ecosystems - Templafy
Templafy is a Data Governance Software. Templafy helps companies perfect every aspect of business document creation. It enables employees to work faster and within company standards every time. The solution is most useful for Sales and marketing, human resource, legal, administration and IT. They can use Templafy to make sure all documents are created consistently with the most up-to-date company content. ...
Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring approved content and templates into the Templafy task pane in office applications.
The software allows users to analyze popular templates and better understand what employees need, further improving document management strategies. The software also features to check that brand guidelines are being followed and provides intuitive search functions that surface the right files for users.
docuvita document management system
Document management system for the centralized management of data
docuvita document management system (DMS) is a powerful information management system, designed exclusively for companies who aim to create a digital workplace! Collecting documents and data in one source is imperative for improving business performance. ...
With docuvita DMS you can simplify and automate document management within the company – no matter from which sources the documents are retrieved: analog sheets, digital files, from e-mails, Office applications, ERP, CRM or scanned documents. It helps to create a digital workplace where co-workers, collaborators are connected, no matter from where they work and what device they use benefiting with no longer lose time over filing, storing, searching, Sharing, and Versioning documents.
docuvita's all paper-driven business processes are automated, DMS is fully customizable and easy to use. It offers out-of-the-box integration to all known enterprise solutions and document governance which guarantees that the files are always safe and compliant.
IntelligenceBank
The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.
Sharefile file sharing
Content Collaboration & Enterprise-Grade Secure File Sharing
Sharefile file sharing is a cloud-based platform for businesses to collaborate across any device, for file sharing, using common workflows and other collaboration tools. It provides a unified platform for data storage with secured and controlled access to users. ...
The unified, shared view of documents ensures quick access to the latest version and provides quick review and feedback requests and sign-offs. The enterprise-grade access control features ensure protection against data leaks and help keep tabs on the usage of the content. The Security protocols also ensure data security while providing access for content collaboration with off-site employees or contract workers.
The platform provides unlimited secured storage and collaboration tools, in addition to electronic signatures and customizable workflows. The platform can be used on a web-based interface, on mobile or desktop, or through integration with Microsoft Outlook and Gmail.
Egnyte
Fyber FairBid - Fyber is a holistic publisher platform
Egnyte is a content intelligence platform designed to empower organizations to protect, connect, and unlock value from all their content. It helps to scale best practices, establish thought leadership and enhance customer relationships ...
Egnyte helps to combine data-centric security and governance, AI for real-time collaboration and predictive insights, and the flexibility to connect with the content sources and applications the business users know and love on any device, anywhere, without friction.
Some of its features include a unified view of all content, automated governance, content intelligence and discovery, streamlined administration, open, flexible and extensible architecture and more.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires. ...
Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.
Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.
Microsoft Sharepoint
Microsoft - Official Home Page
Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that is vital to the business process. It helps to improve internal communications and ROI. ...
SharePoint is used by organizations to create websites. It is used as a secure place to store, organize, share, access information to empower teamwork, quickly find information, and seamlessly collaborate across the organization.
Some of its features include simple sharing and seamless collaboration, creating an intelligent intranet, enabling the organization to maximize the velocity of knowledge sharing, and accelerate productivity by transforming processes—from simple tasks like notifications and approvals to complex operational workflows.
Intelligencebank DAM
Transform Your Marketing Operations
Intelligencebank DAM is a marketing software that helps to save time, reduce risk and unleash the power of the content. It also maintains brand compliance, consistency and efficiency across all areas of marketing by managing the content lifecycle, transform files on the fly, and find, share and distribute assets seamlessly. ...
Intelligencebank DAM allows the team to easily access, edit and use files they need, transform and distribute assets directly into websites and marketing channels, finds approved content faster than ever, track what’s important and stay compliant, automate local marketing with creative templates, and also achieves marketing efficiency and brand compliance across your entire MarTech stack.
Alfresco ECM
Alfresco Software and Services | ECM
Alfresco ECM is an Enterprise Content Management software that is scalable and customizable and can be deployed on cloud, on-premises and hybrid-cloud configurations. It can be used in industries such as Financial Services, Healthcare, Manufacturing and more. ...
Alfresco ECM has a cloud native architecture enabling scalability and accessibility and integrates with other applications. Its capabilities include Document management, Document Scanning and Capture, Enterprise Collaboration, Information Governance, Intelligence and Analytics.
Alfresco ECM enables content management and processes to work in sync enabling optimization of information flow through the organization. The standards-based process engine ensures the content supports the business goals. Information Governance features include compliance and controls to reduce business risk, automated records life-cycle management from capture through retention and final destruction. It enables secure access to content from anywhere with file share and collaboration made possible over a variety of channels such as web browsers, mobile apps and more.
Alfresco BPM
Business Process Management (BPM) System | Alfresco
"We wanted a single, unified platform that would serve our internal customers much better.
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- Jerry Jacob
Alfresco RM
Records Management | Alfresco
"We now have a system that is simple to use, and one where the information flow is automatically managed. The risk of incorrect information being spread in the organisation has been significantly reduced, and we’ve eliminated the need to invest time ...in providing employees with specialised user training.
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- Marie Carisson
Evernote
App designed for note taking, organizing, task management, and archiving
Evernote is a note taking application that helps keep information organized and handy with capability to include text, images, audio, scans, PDFs, and documents to the notes. It supports customized formatting and helps sync up easily with other tools. ...
Evernote helps create a clutterless environment by reducing need for hard copies, economizing on storage space and enabling back-up copies in addition to allowing shared access. It allows saving of web pages without the ads, and marking up and highlighting text, and recognising handwritten notes.
Evernote’s Spaces feature provides for collecting and organizing team ideas, which can be shared and forwarded further for converting ideas into action. The templates feature helps organize notes quickly, saving time and effort, and is made customizable and reusable .
M-files
Intelligent Information Management Solutions
M-Files is an Intelligent Information Management System that helps enterprises find, share, and secure documents and information. The solution is suitable for small and large businesses in multiple industries. ...
The M-Files solution is metadata based, repository neutral, and intelligent. That means that users can find data based on what it is, not where it's stored. Users can see information in context automatically, regardless of its system of origin. There is no need to worry about data migration - keep everything exactly where it is and access it instantly. M-Files is an intelligent solution that connects to all data repositories. M-Files allows access to information offline with a mobile device. Users can easily share it with anyone and add workflows to automate business processes.
M-Files allows users to configure the platform or use templates to support general use cases. Additionally, several add-ins and APIs help to configure it just the way needed. Automated workflow tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links.
OpenText EIM
Enterprise Information Management (EIM) | OpenText
OpenText EIM helps organizations take advantage of enterprise information to gain better business insight, create a positive business impact, increase process velocity and reduce risks related to information governance. It is an on-premises and cloud services, offering a complete solution for Enterprise Information Management a comprehensive view of all the information within the organization. It helps customers improve efficiencies, redefine business models and transform industries. ...
OpenText EIM manages and analyzes information, enabling the Intelligent and Connected Enterprise with machines (automation), artificial intelligence (AI), Application Programming Interfaces (APIs) and data management combined into an intelligent information core. Information from humans and machines are brought together and securely managed, stored, accessed and mined, with analytics, for actionable insights.
OpenText EIM combines digital applications with an information platform to bring together Content Services, Security, the Business Network, IoT and the developer to optimize the customer experience, employee engagement, asset utilization and supply chain efficiency.
OpenText ECM
Enterprise Content Management Software ECM Software | OpenText
OpenText ECM is an enterprise content management software that manages the lifecycle, distribution and use of information across the organization, from capture through to archiving and disposition. It provides solutions to business enterprises with a broad range of products that enables people to gain secure access to information from any device or location. ...
It allows organizations to integrate the enterprise processes that produce information with a central content management platform, improving information access, bridging isolated process siloes and ensuring governance is applied, wherever and however content is created. It drives personal productivity with simple, intuitive tools and user experiences and process productivity through full integration with lead applications such as SAP® and Microsoft®.
Some of its features include simple, responsive user interface, ECM integration, cloud content management, ECM collaboration, content archiving solutions, intelligent enterprise capture solution, and more.
OpenText Documentum
to manage and extract value from the content of all kinds across the enterprise
OpenText Documentum is a Content management platform that offers a broad set of capabilities to manage and extract value from the content of all kinds across the enterprise. It helps to improve efficiency and improve stakeholder relations. ...
Documentum case management features bind content together with process and automation to assemble complete case files with minimal effort to streamline important business processes for greater efficiency, consistent quality, and faster cycle times.
Documentum supports the entire content lifecycle with a wide range of formats, including Office documents, images, CAD files, rich media and more. It enables organizations to deliver highly personalized, role-based user experiences and task-based case views that drive productivity and optimize user adoption. It combines traditional business process management with content to orchestrate who needs to take action and when presenting relevant information in the most relevant context to drive consistent, high-quality decisions and many more.
Adobe Document Cloud
Store and share PDF files in the cloud and access them on the go
Adobe Document Cloud is a service from Adobe to store and share PDF files in the cloud and to access them on the go. It helps to improve digital presence and improve visibility. Adobe Document ...
Some of the features of Adobe Document Cloud include create, edit, export, & sign PDF files, convert office files to PDF, customizable templates, API integration, Audit trial, customizable templates, content filtering, and many more.
SignNow
Electronic Signatures | SignNow
SignNow is an electronic signature software platform that allows users to create an electronic signature from anywhere. It allows businesses to capture legally-binding signatures across a range of documents through any device, with native mobile apps for iOS and Android. It provides solutions for small, midsize and large businesses. It saves time and costs involving paper-based documents and workflows. ...
It enables users to sign documents and request for documents to be signed by other parties while maintaining industry compliance. With SignNow, static processes like creating, printing, sending, or faxing documents to signers to affix their legally binding signatures are virtually eliminated. It supports both single and multi-party signing, and offers cloud storage integrations, authentication tools, customizable branding, shared templates, and more. Users can manage documents and templates, with the ability to import documents from Microsoft Word, create and share documents with team members, generate templates for commonly-used documents, merge existing documents, and view document previews.
signNow enables the sending of bulk invites to multiple recipients, definition of set signing orders, and setting of expiration dates on document signing links. Signers are able to decline to sign documents, and can change their minds later on, with an automatic reminder delivered after 24 hours. It can be integrated with programs such as Salesforce, Office 365, Google Apps and Google Drive.
Nitro Productivity Suite
PDF, Electronic Signatures & More - gonitro.com
Nitro Productivity Suite is a PDF productivity and e-signing tool that reduce printing and enable 100% digital workflows, usage insights, and easy user management all in one simple solution. It helps to improve ROI and stakeholder relations. ...
Nitro Productivity Suite combines PDF productivity at the enterprise-scale with an unlimited eSigning tool to deliver one easy-to-use, affordable solution that helps enterprises. It also provides tools to simplify PDF editing and eSigning.
Some of its features include create, convert, combine and share PDF files from any web browser, makes applying and requesting signatures more agile, and integrations with Dropbox, Google Drive, OneDrive, and Box enables to easily access and work with the documents, regardless of where they’re stored in the cloud.
Docusign CLM
DocuSign CLM: Automate agreement life cycle
Docusign CLM allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The result is an accelerated pace of doing business, increased compliance, and more efficient employees. ...
Docusign CLM automates manual tasks, orchestrates complex workflows, and eliminates bottlenecks to get work done faster and more accurately, increase compliance, and improve customer experiences. DocuSign CLM delivers robust functionality that's easy to implement, use, and extend across the entire organization.
Docusign CLM features include flexible, configurable workflow, automate with workflow templates, seamless document generation, centralized searchable repository, support for collaboration and negotiation, clause library, rich integrations, and more.
Concord
The Contract Success Platform
Concord is an online contract management solution. It is designed to help companies create new contracts and keep track of existing contracts. It allows businesses to automate contract management and e-signature processes and is suitable for all types of businesses and industries, ranging from freelancers to multinational corporations. ...
Concord creates, signs, and file contracts, without the need of doing manual contract management ever again. It is designed to manage contract authoring, track approvals, enforce workflows and audit contracts. Users can edit contracts directly through an online interface and legally binding contracts with the system's e-signature functionality.
Concord features include template building, real-time editing, approval workflows, E-signature, renewals and deadlines, storage and retention, reporting, and integrations.
XaitPorter
Document Collaboration Software with high impact for high value documents
XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents. ...
XaitPorter has a built-in workflow with access control, single-source, automatic formatting, layout and numbering. It helps users focus on their content from efficient project management, offers real-time collaboration, and the ability to create documents more efficiently. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.
XaitPorter features include work on a document from anywhere, at any time, Writers may edit different parts of a document at the same time, auto-formatting and numbering, Custom layout, Reuse content, export document to a variety of formats, including PDF and MS Word and more.
Dropbox Professional
Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.
PairSoft
AP Automation and Document Management software
PairSoft is an AP Automation and Document Management software that effortlessly connects with the current ERP. The accounting, procurement, and fundraising teams can perform at their highest level using PairSoft. ...
PairSoft's AP automation, procurement, and document management solutions help lower expenses and raise the team above repetitive, transactional labor. PairSoft enables teams in charge of fundraising, procurement, and accounts payment to become more efficient and productive.
R2 Docuo
Document Management & Workflow Software | R2 Docuo
R2 Docuo is a Document Management and Workflow Software that allows to automate tedious processes and have all the information available in one click. It cuts manual tasks by 70%, automated document creation, classification, distribution, exchanging and signing. It controls over creation, documents storage and sharing, office process automation using finite machine-style workflow diagrams, document and email templates, desktop or mobile and GDPR-compliant secure cloud storage. ...
It enables users to share files with clients, scan documents and get notified about new uploads. It allows users to collaborate with teams using comments, calendar reminders and create folders. It enables clients to control accessibility based on limited access by folder, category and by workflow state, and users get notified about workflow for claims, complaints, tickets, issues and contract review.
Key features include workflow management, user accounts management, collaboration, data collection via web forms, automatic email sending, automatic document creation and sending, tracking and tracing, and more. It integrates natively with Office 365.
NetDocuments
Cloud-based document and email management service
NetDocuments is a Document management software that is coupled with security and compliance. It can be used by IT, Knowledge management and legal teams in Professional services organizations, Corporate legal departments, Real Estate and Law Firms. ...
NetDocuments DMS platform enables document sharing, collaboration and management in one secure location ensuring security and compliance with IT governance protocols including back-up and other regulations. The platform is also available on mobile Android and imobile versions enabling work on the go. NetDocuments also allows collaboration of documents with internal and external stakeholders.
NetDocuments provides tools for organizing emails without having to leave Outlook. It provides flexibility with filing options with tools powered by AI enabling faster search and retrieval facility.
Kiteworks
Secure Content Communication Platform
Kiteworks is a Collaboration Software. It is a secure file-sharing and collaboration solution that enables internal and external sharing of content. It enables businesses to efficiently ...
The Kiteworks platform offers CISOs the security and governance required to safeguard their companies, reduce risk, and comply with stringent legal requirements including FISMA, GLBA, GDPR, HIPAA, and NIST 800-171.
Questys Enterprise Content Management
Enterprise Content Management | Harris ERP - questys.com
Questys Enterprise Content Management helps to capture, manage, store, preserve and deliver content and documents related to organizational processes. It helps to improve efficiency and increase sales and revenue. ...
Questys ECM helps organizations of all sizes save time and money by increasing the productivity and efficiency levels of its employees. It enables organizations to deliver relevant content to users where and when they need it as well as eliminate ad hoc processes that can expose an organization to regulatory compliance risks and security issues.
Some of the key features include check-in/check-out and locking, to coordinate the simultaneous editing of a document so one person’s changes don’t overwrite another’s, version control, so tabs can be kept on how the current document came to be, and how it differs from the versions that came before, audit trail, to permit the reconstruction of who did what to a document during its life in the system and many more.
Docsvault
Best Document Management Software
Docsvault is a Document Management Software that allows to capture, centralize, manage, and secure all paper documents, electronic files and emails. It helps companies manage, share and collaborate on documents easily. ...
Docsvault is feature-rich document management software with all the tools for a complete conversion to a paperless office. It comes with version control, scanning, OCR, full-text indexing, search, audit trail, inbuilt PDF editor, document preview, document workflow, task management, automatic and incremental backups and more. It provides instant email notifications and audit trails for activity monitoring. Docsvault allows users to create workflows to eliminate repetitive tasks such as document revisions and leave applications.
Some of its features include centralizing paper documents and electronic files, document relations allow grouping and easy access of documents filed in different locations throughout the repository, document scanning and digitization, create, edit and save MS Office documents, and more.
Virtual Cabinet
Simplify your work with document management
Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide. ...
Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.
Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.
DocuVantage OnDemand
Document Management Software to manage documents and information
DocuVantage OnDemand is a Document Management Software that includes document capture, imaging, archiving, OCR, full-text search, annotation, redaction, collaboration and version control. It helps to scan, import, access documents remotely and secure the documents in one location. Users can quickly search all documents based on the content of the document and secure the documents by user or department, identify document changes, manage document updates and so on. ...
Its feature includes Web-based scanning for easy remote document capture, Easy to define indexes enable rapid retrieval, Point and click interface for security settings, Implement security down to the document level, Send and receive messages and document links to and from multiple team members and more.
