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DocFinity: Reviews, Testimonials and Expert Opinions
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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
DocFinity and Upland FileBound offer valuable solutions in the Content Management Systems category. DocFinity excels in sales document and workflow management, optimized for mid-market customers in the computer software industry. It features robust data import/export capabilities and 24/7 support. Upland FileBound shines in collaboration and workflow management, appealing to a wider range of industries like education and government. It provides comprehensive support options and advanced data integration features. Businesses should choose between these solutions based on their industry focus and operational needs. ...
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
DocFinity predominantly facilitates operational needs like sales document and workflow management. It appeals to those needing robust document handling and security. Templafy, on the other hand, excels in enhancing brand presence and communication, offering diverse support channels. It's favored across large enterprises and several industries. DocFinity aligns with mid-market operational requirements, while Templafy adapts to a wider scale catering to both small businesses and large enterprises. ...
docuvita document management system
Document management system for the centralized management of data
DocFinity and the docuvita document management system both excel as content management solutions, each tailored to distinct user needs and operational environments. DocFinity is robust in features like sales document management and security, appealing to mid-market software industries. Docuvita, on the other hand, specializes in workflow management and enhancing customer relationships, supporting larger enterprises, particularly in education and insurance sectors. The choice between them depends largely on organizational scale, specific industry needs, and desired capabilities. ...
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 excels in providing collaboration and workflow management, appealing to mid-market and enterprise sectors. Its primary strength is in security and integration, with strong support channels for mobile access. DocFinity, however, focuses heavily on sales document management and extensive support for data handling, catering more to industries needing robust data imports and exports. It finds its niche within workflow-driven environments, with 24/7 support influencing its adoption in operationally intense industries. ...
Egnyte
Fyber FairBid - Fyber is a holistic publisher platform
Egnyte excels in providing robust content management and security features for large enterprises, offering extensive support to ensure secure remote work and efficient business digitization. DocFinity, on the other hand, caters to niche operational needs with a focus on document management and workflow integration, appealing to mid-market clients with bespoke support requirements. ...
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 and DocFinity offer diverse content management solutions with varying focuses. Microsoft Sharepoint excels in collaboration and integration, appealing to a broad user base including enterprise and education sectors. In contrast, DocFinity caters primarily to the mid-market with strengths in workflow and contract management, suitable for industries requiring extensive sales and contract processing. Both products offer solid support options, but Sharepoint's feature set is more extensive in meeting larger-scale business needs. ...
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
For firms seeking comprehensive content management solutions, Alfresco ECM and DocFinity offer distinct advantages. Alfresco ECM excels with its broad capabilities, suitable for various industries and business sizes, particularly mid-market and enterprise, offering strong integration and vendor support. On the other hand, DocFinity, catering to niche needs, emphasizes document and workflow management with robust on-premises deployment. Your choice depends on specific workflow needs and industry alignment. ...
Alfresco BPM
Business Process Management (BPM) System | Alfresco
"Alfresco provides us with a platform for retaining and managing our most critical documents — student records. Our goal is to provide the best education possible to all our students and providing teachers with access to student assessments within da...ys of enrollment is essential for their success. Alfresco allows us to do this easily and cost effectively. Each year we continue to expand our Alfresco implementation to streamline processes saving the district money and time; and allowing teachers to focus on their students.
"
- Lea Beeken
Alfresco RM
Records Management | Alfresco
"We required a future-proof solution that could integrate with our existing equipment, which also enabled us to achieve structured and standardized data paths that abide to the market’s compliance needs.
"
- Rob Dewen
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 emerges as a robust Content Management System, ideal for large-scale enterprises. With a strong focus on integration and analytics, M-files supports diverse functionalities such as workflow and sales document management. In contrast, DocFinity, with its limited market presence, caters predominantly to the mid-market sector. DocFinity offers essential content management capabilities but lacks the wide-ranging features and industry adoption found in M-files. Businesses should consider their operational scale and industry when choosing between these systems. ...
OpenText EIM
Enterprise Information Management (EIM) | OpenText
When comparing OpenText EIM with DocFinity, both products offer robust content management solutions but cater to different market needs. OpenText EIM is favored by a broader range of industries, providing extensive integration and analytics capabilities, making it suitable for small to large enterprises in sectors like oil & energy and financial services. In contrast, DocFinity boasts strengths in workflow and contract management, with notable data import and export features, appealing mainly to the mid-market segment, especially in the computer software industry. ...
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 and DocFinity both offer rich capabilities in content management systems but cater to varied user requirements. OpenText Documentum, with a focus on enterprise-scale document workflow, excels in compliance and mid to large business environments. DocFinity shines in operational efficiency with strong workflow and document management for mid-market users, emphasizing security and data integration. ...
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.
DocStar ECM
Enterprise Content Management ECM - docstar
DocStar ECM outshines with extensive enterprise-level features, emphasizing workflow management and robust support. It's ideal for large-scale operations requiring comprehensive content and document management. DocFinity focuses on streamlined capabilities and is suited for mid-market segments, emphasizing core document management and essential integrations. Both cater to diverse industry needs but with distinct scopes of operational alignment. ...
DocuShare ECM Platform
ECM Platform | Xerox DocuShare Content Management Platform
DocuShare ECM Platform and DocFinity are both strong contenders in the content management system arena. DocuShare ECM Platform is tailored for large enterprises with broad support for document management, collaboration, and integration, while offering robust 24/7 support. DocFinity focuses on efficient workflow management and sales document management for mid-market businesses, providing essential data import and export functionalities. Both cater to customer needs but for different scales and industry focuses. ...
AODocs Platform
AODocs - Cloud Document Management
AODocs Platform and DocFinity are both prominent players in the content management systems space, tailored for distinct operational needs. AODocs Platform excels in managing complex workflows and enhancing collaboration, vital for large enterprises and diverse industries. It focuses on compliance and security, offering robust support for extensive operational scales. In contrast, DocFinity is designed to streamline document management with a focus on contract and workflow management, appealing to mid-market segments keen on improving efficiency and sales. It accents simplicity in data handling with comprehensive support options. ...
PairSoft
AP Automation and Document Management software
PairSoft excels in providing comprehensive workflow and collaboration capabilities for large to enterprise-level organizations. It addresses diverse operational areas and supports industries like IT and education. DocFinity, on the other hand, provides targeted capabilities in sales and contract management suited to mid-market users, focusing on computer software industries. Both solutions offer core features like compliance and analytics, but differ in the scale of customers they serve and the extent of support provided. ...
R2 Docuo
Document Management & Workflow Software | R2 Docuo
In comparing R2 Docuo and DocFinity, we observe distinct features that cater to different organizational needs. R2 Docuo excels in robust workflow and sales document management, making it a go-to for large enterprises and management consulting industries. DocFinity, on the other hand, focuses on enhancing integration and security, appealing to mid-market users seeking to optimize operational efficiency and ROI. ...
NetDocuments
Cloud-based document and email management service
NetDocuments and DocFinity both excel as content management systems but serve different business needs. NetDocuments supports a wide range of capabilities, making it ideal for industries like legal services due to its strong security and compliance features. In contrast, DocFinity offers robust workflow and contract management, beneficial for businesses focusing on operational efficiency in smaller markets. ...
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 and DocFinity are both robust solutions in the Content Management Systems space. While Questys is known for its strong focus on content management and workflow optimization with support for advanced data handling, DocFinity emphasizes scaling best practices and enhancing customer relationship capabilities. Each product offers 24/7 support, yet they serve different market segments; Questys caters more to enterprises, while DocFinity appeals to mid-market companies, especially in computer software. ...
Docsvault
Best Document Management Software
DocFinity focuses on mid-market computer software needs with strong document, workflow, and contract management, emphasizing data import and security. It offers 24/7 support through multiple channels. On the other hand, Docsvault excels in document and workflow management for larger enterprises across diverse industries like manufacturing and healthcare. It prioritizes extensive integration, compliance, and data handling capabilities and provides robust vendor support, making it suitable for complex business environments. ...
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
When examining DocFinity and DocuVantage OnDemand, each product shows distinct strengths within the Content Management Systems landscape. DocFinity excels in sales-focused features while providing comprehensive support and integration for mid-market clients, mainly in computer software. Conversely, DocuVantage OnDemand is tailored for larger enterprises, offering robust billing management and support for telecommunications and IT service industries. Deciding between them requires understanding whether sales efficiency or enterprise-scale flexibility better meets your organization's goals. ...
