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Templafy: Reviews, Testimonials and Expert Opinions

4.5 5
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Connect and manage entire document ecosystems - Templafy

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Top 69 Templafy Alternatives

Onehub

Cloud Storage & Data Room Services

4.41

Onehub Icon

Onehub

4.41
★★★★★
★★★★★
Cloud Storage & Data Room Services

Onehub is a cloud storage and online document sharing and collaboration solution that allows to stay hyper-organized and access the documents from anywhere through exact authorization controls that limit abilities by roles like viewer, creator, and administrator. It helps to enhance customer relationships by communicating more effectively and securely. ...

Onehub stores and shares the files in a polished, thoughtfully branded client portals using logo and brand where the client portal provides private workspaces for each client. It aims to provide the best cloud storage security in the business including role-based permissions, audit trails, session timeouts, and two-factor authentication empower to keep the content protected with ease. It also allow to seamlessly view or interact with the content, engage and inform customers using comments and tasks and much more.

Its features include stealth collaboration, non-disclosure agreements, document watermarking, automatic indexing, full audit trails of all activity, embedded sign in forms, automatic indexing, automatic file deletion and many more.

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DocuShare ECM Platform

ECM Platform | Xerox DocuShare Content Management Platform

4.16

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DocuShare ECM Platform

4.16
★★★★★
★★★★★
ECM Platform | Xerox DocuShare Content Management Platform

Revver

Document Management Software to solve most common business challenges

4.43

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Revver

4.43
★★★★★
★★★★★
Document Management Software to solve most common business challenges

Revver Formerly eFileCabinet is the all-in-one document management software solution that enables businesses to run their organization with more power and efficiency from automation and workflow creation, to customizability and control. It helps to improve client relationships and focus on revenue-generating tasks. ...

Revver helps to solve some of the most common business challenges and tackle projects big and small with the easiest way to do teamwork and work together seamlessly. It modernizes the workflow with effortless remote work, and highly customizable safeguards, keeping the business’s security worry-free.

Its features include cloud or on-premise storage for all the documents, securely working with the documents anywhere, never losing a file, sharing documents instantly, worry-free, automated data entry, and more.

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Docsvault

Best Document Management Software

4.69

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Docsvault

4.69
★★★★★
★★★★★
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.

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Document Locator

ColumbiaSoft - Document Management

4.49

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Document Locator

4.49
★★★★★
★★★★★
ColumbiaSoft - Document Management

Document Locator is an Enterprise document management software that is designed to improve and automate document-centric business processes. It is integrated with Microsoft Windows and offers version control, document workflow, paperless scanning, email management and other services. It enables businesses and government agencies to reduce financial liability, improve productivity and reduce costs. ...

It speeds up processes and eliminates errors in business by replacing manual paper-driven procedures with electronic filing, routing, reviews, and approvals. It converts scanned paper to searchable digital files, automatic version or revision controls to track changes, making it possible to retrieve prior instances, edit or promote sub-versions and view complete audit trails. Document check-in and check-out prevent information loss and allow multiple users of various access levels to work collaboratively.

Key features include automating file versioning, full-text search of the contents of files, paperless electronic forms processing, approval, workflow, scanning, web access, and security.

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Alfresco ECM

Alfresco Software and Services | ECM

4.26

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Alfresco ECM

4.26
★★★★★
★★★★★
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.

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WeTransfer

WeTransfer - cloud based file transfer service

4.72

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WeTransfer

4.72
★★★★★
★★★★★
WeTransfer - cloud based file transfer service

WeTransfer is a cloud-based platform that provides a simple way to send files across the world. It creates an easy platform for people to send big files without any sign-up. WeTransfer discovers ...

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IBM FileNet Content Manager

IBM FileNet Content Manager - Enterprise Content Management

4.10

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IBM FileNet Content Manager

4.10
★★★★★
★★★★★
IBM FileNet Content Manager - Enterprise Content Management

Oracle Webcenter Content

Oracle Webcenter Content - Scalable Content Management System

3.78

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Oracle Webcenter Content

3.78
★★★★★
★★★★★
Oracle Webcenter Content - Scalable Content Management System

PandaDoc

PandaDoc - Sales Documents That Close - Proposals, Quotes ...

4.50

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PandaDoc

4.50
★★★★★
★★★★★
PandaDoc - Sales Documents That Close - Proposals, Quotes ...

PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. ...

PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.

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MSBDocs

MSB Smart Document Solutions

4.00

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MSBDocs

4.00
★★★★★
★★★★★
MSB Smart Document Solutions

MSBDocs is an electronic signature platform that enables hassle-free digitization of tedious and cumbersome paper-based documentation. It is secure, compliant, scalable and holistic e-signature and smart document solutions. It leverages the power of automation to drive unmatched efficiency, fortified document security and cost optimization with MSB Docs. It helps to accelerate business, drive unmatched value, minimize the back and forth, and eliminate low-value manual tasks. ...

It enables effortless signing from anywhere, anytime, eliminating wasteful back and forth, maximizes efficiency, bulk signing, driving productivity, accelerates business processes, fortifies document security, and unlock extraordinary business value. Its templates enable clients to standardize processes and create streamlined workflows, prepare any document, agreement, deal or quotation with just a few clicks with our smart, customizable and reusable templates.

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Docusign CLM

DocuSign CLM: Automate agreement life cycle

4.30

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Docusign CLM

4.30
★★★★★
★★★★★
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.

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Concord

The Contract Success Platform

4.42

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Concord

4.42
★★★★★
★★★★★
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.

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Newgen OmniDocs Contextual Content Services (ECM)

Anytime-anywhere content access and document management

4.57

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Newgen OmniDocs Contextual Content Services (ECM)

4.57
★★★★★
★★★★★
Anytime-anywhere content access and document management

Newgen OmniDocs Contextual Content Services (ECM) is a content service platform that helps to create a workplace without boundaries with anytime-anywhere content access and document management. It allows enterprises to create, collaborate, share, transform, and leverage that content in business processes and to gain insight. ...

It is composed of content services, process services, records management, and collaboration tools that bring critical back-office and operational use cases (customer-centric business solutions) and a complete set of integrated services for both enterprises and SMBs delivering a better customer experience using the power of the digital content.

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Huddle

Online Document Collaboration Software and Client Portal Solutions

4.32

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Huddle

4.32
★★★★★
★★★★★
Online Document Collaboration Software and Client Portal Solutions

Huddle is an online document collaboration software and client portal solutions that works across teams, with remote workers, and with clients and partners. It helps teams to never miss a deadline again. ...

It creates beautiful shared workspaces where teams, partners and clients can come together around the content that matters to them. It manages documents, revisions, approvals, and discussions all in one place. Also offers users document histories and audit trails, which allow them to keep track of edits and view historical versions of specific documents.

Key features include collaboration, file sharing, document version control, file request, mobile working, and security. Huddle integrates perfectly with Microsoft Office and Google for Work apps.

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GanttPRO

GanttPRO - Online project management solution based on Gantt charts

4.64

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GanttPRO

4.64
★★★★★
★★★★★
GanttPRO - Online project management solution based on Gantt charts

Ombud

Enable better decisions

4.32

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Ombud

4.32
★★★★★
★★★★★
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.

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GreenOrbit

Intranet Software That Powers Your Digital ...

4.21

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GreenOrbit

4.21
★★★★★
★★★★★
Intranet Software That Powers Your Digital ...

Egnyte

Fyber FairBid - Fyber is a holistic publisher platform

4.37

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Egnyte

4.37
★★★★★
★★★★★
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.

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QorusDocs

Powerful proposal management tools for accurate responses to RFPs

4.41

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QorusDocs

4.41
★★★★★
★★★★★
Powerful proposal management tools for accurate responses to RFPs

QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error-free, and include data insights proven to lead to better win rates. Easily produce high-quality proposals that give the team the best chance to win. ...

QorusDocs is used by Sales and Marketing Management teams in industries such as Managed IT Services, Legal, SaaS and Professional Services creating quick and accurate responses to RFPs. It increases win rates and simplifies the RFP process to boost sales velocity.

QorusDocs features provide AI-powered content recommendations and make proposal creation easy with the auto-answer feature that searches the content library for adding the relevant content elements. The software enables seamless collaboration and secured sharing features that help drive content optimization and consistency for a distributed workforce.

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OpenText EIM

Enterprise Information Management (EIM) | OpenText

3.88

OpenText EIM Icon

OpenText EIM

3.88
★★★★★
★★★★★
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.

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Sertifi

A Leader in Frictionless Business

4.71

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Sertifi

4.71
★★★★★
★★★★★
A Leader in Frictionless Business

Sertifi is an agreement platform built for businesses to finalize their agreements securely, efficiently, and conveniently. It helps to enhance customer relationships and increase sales and revenue. ...

Sertifi helps businesses to send and collect agreements and payments by bringing it all into one secure platform. It automates business processes, saves time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with the company.

Some of the features of Sertifi include ability to streamline workflow processes and improve communication, customers to sign either electronically or print, sign, and fax, audit trail, integrate with leading applications, real-time updates, and many more.

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eSignifi

eSignature Integration - gennet.com

4.23

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eSignifi

4.23
★★★★★
★★★★★
eSignature Integration - gennet.com

Noosh

Marketing Execution software for Direct mail and marketing procurements

3.84

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Noosh

3.84
★★★★★
★★★★★
Marketing Execution software for Direct mail and marketing procurements

Noosh is a cloud-based marketing execution platform used by professional marketing services outsourcers to run the business and effectively interact with clients. Noosh is also used by enterprise procurement and marketing teams internally within their own companies. It helps to improve internal communication and acquire customers. ...

Noosh provides a cloud-based marketing execution platform that enables seamless project management, high touch collaboration, and streamlined production and delivery of marketing projects. It helps with higher quality results, faster turnaround, lower total cost of operations, and more importantly, increased customer satisfaction.

Some of its features include SmartForms for consistent communication and better team collaboration, see the status of the projects with real-time updates as the workflow progresses and status changes, business process reporting for time-based SLAs, sourcing strategies, tasks, estimates, and even an outsourcing profitability analysis and many more.

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NetDocuments

Cloud-based document and email management service

4.31

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NetDocuments

4.31
★★★★★
★★★★★
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.

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SmartVault

SmartVault - Online Document Storage and Secure File Sharing for Business

4.31

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SmartVault

4.31
★★★★★
★★★★★
SmartVault - Online Document Storage and Secure File Sharing for Business

Xtensio

Create powerful business content together

4.47

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Xtensio

4.47
★★★★★
★★★★★
Create powerful business content together

IntelligenceBank

The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.

4.76

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IntelligenceBank

4.76
★★★★★
★★★★★
The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.

FlowMapp

UX online planning tools for creating visual customer journey maps, user flows, sitemaps, and personas

4.63

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FlowMapp

4.63
★★★★★
★★★★★
UX online planning tools for creating visual customer journey maps, user flows, sitemaps, and personas

FlowMapp is an online tool for creating a visual sitemap that helps to effectively design and plan a better UX for websites. It collects, organizes and stores requirements for the development of websites and apps using an interactive Sitemap and User Flow. It also helps to plan user experience and improve customer journey paths. ...

It helps in Flowchart diagrams to improve user experience and plan user journeys. It creates interactive and visual sitemaps for website planning and managing web development projects. Also, exploring the target audience's expectations, concerns, motivations and so on.

Some of its features are creating and customizing every flow, share projects with teammates and clients, online collaboration to make flowchart creation engaging, export and integrate the flow chart, minimize the amount of software and tools, ability to store files and contextual organization of communications and more.

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Upland FileBound

Workflow Automation Software & Document Management

4.37

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Upland FileBound

4.37
★★★★★
★★★★★
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.

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Lucidchart

Online Diagram Software & Visual Solution

4.52

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Lucidchart

4.52
★★★★★
★★★★★
Online Diagram Software & Visual Solution

Nikec NetDocuments

NetDocuments -Nikec Solutions

4.11

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Nikec NetDocuments

4.11
★★★★★
★★★★★
NetDocuments -Nikec Solutions

Smartsheet

The dynamic workspace that moves the business forward

4.31

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Smartsheet

4.31
★★★★★
★★★★★
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.

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Sharefile file sharing

Content Collaboration & Enterprise-Grade Secure File Sharing

4.12

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Sharefile file sharing

4.12
★★★★★
★★★★★
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.

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Responsive, formerly RFPIO

RFP software to simplify responses to RFPs, DDQs

4.80

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Responsive, formerly RFPIO

4.80
★★★★★
★★★★★
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.

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Microsoft Sharepoint

Microsoft - Official Home Page

4.09

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Microsoft Sharepoint

4.09
★★★★★
★★★★★
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.

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Intelligencebank DAM

Transform Your Marketing Operations

4.80

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Intelligencebank DAM

4.80
★★★★★
★★★★★
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.

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Alfresco ECM

Alfresco Software and Services | ECM

4.26

Alfresco ECM Icon

Alfresco ECM

4.26
★★★★★
★★★★★
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.

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Alfresco BPM

Business Process Management (BPM) System | Alfresco

4.73

Alfresco BPM Icon

Alfresco BPM

4.73
★★★★★
★★★★★
Business Process Management (BPM) System | Alfresco

"Thanks to Alfresco we’ve been able to eliminate the silos of data that previously existed across our global operations. Now, regardless of where they’re located, our staff can instantly access the most current version of documents and instantly retr...ieve or route documents from our central repository at the press of a button. " - Kurt Palmer

Alfresco RM

Records Management | Alfresco

4.79

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Alfresco RM

4.79
★★★★★
★★★★★
Records Management | Alfresco

"Our people love HPI and Alfresco, and they made us more efficient from day one. Right out of the box, this has been a homerun. " - Dane Austin

Evernote

App designed for note taking, organizing, task management, and archiving

4.47

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Evernote

4.47
★★★★★
★★★★★
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 .

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M-files

Intelligent Information Management Solutions

4.40

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M-files

4.40
★★★★★
★★★★★
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.

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OpenText ECM

Enterprise Content Management Software ECM Software | OpenText

3.89

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OpenText ECM

3.89
★★★★★
★★★★★
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.

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OpenText Documentum

to manage and extract value from the content of all kinds across the enterprise

3.70

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OpenText Documentum

3.70
★★★★★
★★★★★
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.

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Adobe Document Cloud

Store and share PDF files in the cloud and access them on the go

4.58

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Adobe Document Cloud

4.58
★★★★★
★★★★★
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.

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SignNow

Electronic Signatures | SignNow

4.61

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SignNow

4.61
★★★★★
★★★★★
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.

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Nitro Productivity Suite

PDF, Electronic Signatures & More - gonitro.com

4.43

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Nitro Productivity Suite

4.43
★★★★★
★★★★★
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.

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XaitPorter

Document Collaboration Software with high impact for high value documents

4.61

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XaitPorter

4.61
★★★★★
★★★★★
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.

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Dropbox Professional

Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.

4.48

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Dropbox Professional

4.48
★★★★★
★★★★★
Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.

DocStar ECM

Enterprise Content Management ECM - docstar

3.85

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DocStar ECM

3.85
★★★★★
★★★★★
Enterprise Content Management ECM - docstar

DocuShare ECM Platform

ECM Platform | Xerox DocuShare Content Management Platform

4.16

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DocuShare ECM Platform

4.16
★★★★★
★★★★★
ECM Platform | Xerox DocuShare Content Management Platform

AODocs Platform

AODocs - Cloud Document Management

4.18

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AODocs Platform

4.18
★★★★★
★★★★★
AODocs - Cloud Document Management

PairSoft

AP Automation and Document Management software

4.43

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PairSoft

4.43
★★★★★
★★★★★
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.

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R2 Docuo

Document Management & Workflow Software | R2 Docuo

4.44

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R2 Docuo

4.44
★★★★★
★★★★★
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.

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ShareFile Virtual Data Room

Virtual Data Room Provider, Secured - Citrix ShareFile

4.30

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ShareFile Virtual Data Room

4.30
★★★★★
★★★★★
Virtual Data Room Provider, Secured - Citrix ShareFile

Worldox

Worldox - Effortless email and document management

4.06

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Worldox

4.06
★★★★★
★★★★★
Worldox - Effortless email and document management

CapLinked

Virtual Data Room | CapLinked

4.45

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CapLinked

4.45
★★★★★
★★★★★
Virtual Data Room | CapLinked

FileHold Document Management Software

Full-featured Document Management Software | FileHold

4.49

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FileHold Document Management Software

4.49
★★★★★
★★★★★
Full-featured Document Management Software | FileHold

Kiteworks

Secure Content Communication Platform

4.34

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Kiteworks

4.34
★★★★★
★★★★★
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.

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Questys Enterprise Content Management

Enterprise Content Management | Harris ERP - questys.com

4.00

Questys Enterprise Content Management Icon

Questys Enterprise Content Management

4.00
★★★★★
★★★★★
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.

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DocFinity

ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION

4.14

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DocFinity

4.14
★★★★★
★★★★★
ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION

DocFinity a Content Management System enhances document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, etc. It helps to improve efficiency and improve ROI. ...

DocFinity helps to automate the capture and indexing of files into the system, find files using keyword searches of active databases and archives, standardize and expedite processes by automating the movement of data and files to people and systems and more.

Its features include document management, dashboards for key details, greater insights by integrating applications and content, eForms ensuring consistent data collection, capture information anytime and anywhere and many more.

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Folderit Cloud DMS

Folderit - Document Management System

4.33

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Folderit Cloud DMS

4.33
★★★★★
★★★★★
Folderit - Document Management System

Genialcloud Facsys

Cloud based Self Service Enterprise Document ... - Genialcloud

4.17

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Genialcloud Facsys

4.17
★★★★★
★★★★★
Cloud based Self Service Enterprise Document ... - Genialcloud

Docsvault

Best Document Management Software

4.69

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Docsvault

4.69
★★★★★
★★★★★
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.

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Virtual Cabinet

Simplify your work with document management

4.70

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Virtual Cabinet

4.70
★★★★★
★★★★★
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.

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DocuVantage OnDemand

Document Management Software to manage documents and information

4.38

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DocuVantage OnDemand

4.38
★★★★★
★★★★★
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.

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docuvita document management system

Document management system for the centralized management of data

4.29

docuvita document management system Icon

docuvita document management system

4.29
★★★★★
★★★★★
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.

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4.56

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Onshape

4.56
★★★★★
★★★★★