1013 results
Why Capterra is free
Data management and project collaboration system designed for the architecture, engineering and construction office. Learn more about 12d Synergy
12d Synergy is data management and project collaboration software for the architecture, engineering and construction office. It manages the thousands of emails, documents, tasks and gigabytes of geospatial & CAD data surrounding your built environment projects. 12d Synergy is all about streamlining how you work and collaborate by creating a common data environment and single source of truth. Learn how 8000+ architects, engineers and construction people are work smarter with 12d Synergy. Learn more about 12d Synergy
12d Synergy is data management and project collaboration software for the architecture, engineering and construction office. It manages the thousands of emails, documents, tasks and gigabytes of geospa...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Dropbox Business is the secure file sharing and storage solution that employees love and IT admins trust. Start a free trial today! Learn more about Dropbox Business
Dropbox Business is a central workspace that helps teams stay organized and keep their work flowing. All your teams content is in one place, making it easy to collaborate and focus on the work that matters. Dropbox Business is trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business
Dropbox Business is a central workspace that helps teams stay organized and keep their work flowing. All your teams content is in one place, making it easy to collaborate and focus on the work that mat...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Confluence is a team workspace where knowledge and collaboration meet. Create, collaborate, and organize your work all in one place. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from meeting notes to strategy docs and IT documentation so they can make better decisions faster and be more responsive to change. Confluence integrates seamlessly with the Atlassian suite of products like Jira Software and Trello, and allows for endless customization with apps from our Marketplace. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from me...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Contract management platform that helps users automate and connect the contracting process. Learn more about Aerofiler
Aerofiler is a contract intelligence platform that combines a full-featured contract management system with powerful AI to make in-house legal teams more efficient. Aerofiler automates the entire contract lifecycle and routine tasks like tracking obligations and dates. Our AI technology dramatically reduces the time teams need to spend summarizing contractual provisions. Deployable in minutes, Aerofiler has been designed from day 1 for ease of use, unburdening teams from the mundane and manual. Learn more about Aerofiler
Aerofiler is a contract intelligence platform that combines a full-featured contract management system with powerful AI to make in-house legal teams more efficient. Aerofiler automates the entire contr...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
For larger organizations with more than 20 users. Version control, workflow, compliance, Web, desktop & mobile device ready. Free API Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile device ready. Automated document Workflow and Approval processes. MS Office Integration, version control, secure user groups, powerful search, document scanning with OCR. Free documented API, optional AD integration, SharePoint, e-signature and 2 factor autorization capable. Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile de...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Bynder is a cloud-based solution for marketing professionals looking to simplify how they manage digital content via one central portal Learn more about Bynder
Bynder is the easiest way to manage and distribute your digital assets in the cloud. Teams can quickly find the right files, collaborate with real-time edits and approvals, and distribute content to a variety of channels and file types. With Bynders DAM at the center of their marketing tech stack, brands have full control over their brand marketing via one central portal. Learn more about Bynder
Bynder is the easiest way to manage and distribute your digital assets in the cloud. Teams can quickly find the right files, collaborate with real-time edits and approvals, and distribute content to a ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation softw...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Automate drafting and managing your documents. Join 150K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 150,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group. Learn more about Legito
Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under tw...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Autodesk Construction Cloud brings together best-of-breed solutions to unite teams to help make construction more predictable and safe. Learn more about Autodesk Construction Cloud
Autodesk Construction Cloud brings together best-of-breed solutions to unite office and field teams from design to planning, construction to operations to help make construction more predictable, safe, and sustainable. Built on a unified platform and common data environment, the new products Autodesk Build, Autodesk Takeoff, and Autodesk BIM Collaborate empower general contractors, specialty trades, designers and owners to drive better business outcomes. Learn more about Autodesk Construction Cloud
Autodesk Construction Cloud brings together best-of-breed solutions to unite office and field teams from design to planning, construction to operations to help make construction more predictable, safe,...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Process Street is the easiest way to manage your teams workflows, recurring processes and standard operating procedures (SOPs) Learn more about Process Street
Process Street provides businesses with a streamlined, non-technical way to make managing recurring workflows fast, fun, and easy for teams everywhere. Strong company processes are the backbone of any successful business. Without them, a company will struggle and will almost certainly find it difficult to scale. Easily create and customize checklists with text, images, video, and more. Streamline the approval process with conditional logic, automations, and integrations. Learn more about Process Street
Process Street provides businesses with a streamlined, non-technical way to make managing recurring workflows fast, fun, and easy for teams everywhere. Strong company processes are the backbone of any...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
High-end solution designed for effective collaboration, communication, social networking, and workflow and knowledge management. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. Wikis, blogs and forums ensure social-enabled knowledge bases for improved teamwork. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
ABBYY FineReader PDF is a universal PDF software for efficient work with documents - both PDFs and scans - in the digital workplace Learn more about ABBYY FineReader
ABBYY FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader PDF integrates scanned documents into digital workflows and makes it easier to digitize, convert, retrieve, edit, protect, share, and collaborate on all kinds of documents in the digital workplace. Learn more about ABBYY FineReader
ABBYY FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader PDF integrates scanned documents into digital workflows...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Digital Asset Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Digital Asset Management (DAM) software solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp have unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your DAM system matches your brand guide. +1000 brands from + 60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp
Filecamp is a cloud-based Digital Asset Management (DAM) software solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp have unlim...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Nintex makes it fast and easy to manage, automate, and optimize your business processes. Learn more about Nintex Process Platform
Enterprises leverage the Nintex Process Platform every day to quickly and easily manage, automate, and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, robotic process automation, document generation, forms, mobile apps, process analytics and more, all with an easy to use drag and drop designer. Nintex makes it faster for public and private sector organizations to manage, automate, and optimize business processes. Learn more about Nintex Process Platform
Enterprises leverage the Nintex Process Platform every day to quickly and easily manage, automate, and optimize their business processes. The Nintex Process Platform includes capabilities for process m...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Automate the process of collecting information and documents from your clients with our simple and secure interface. Learn more about FileInvite
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today! Learn more about FileInvite
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Shelf is a highly awarded, innovative Knowledge Automation platform designed to help remote workers be more productive and efficient. Learn more about Shelf
Shelf is a highly awarded, innovative knowledge automation solution designed to make remote workers more productive and efficient. Our MerlinAI technology automates content management and discovery for your entire business and contact center, and delivers suggestions and answers directly in the systems your team uses everyday. Built on a modern tech stack, our solution meets the most stringent security standards. In all the ways traditional knowledge bases fail, Shelf succeeds. Learn more about Shelf
Shelf is a highly awarded, innovative knowledge automation solution designed to make remote workers more productive and efficient. Our MerlinAI technology automates content management and discovery for...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Filestage is the easy-to-use enterprise-ready online proofing software that helps teams to get their work reviewed and approved faster Learn more about Filestage
Filestage is the easy-to-use enterprise-ready online proofing software that helps teams to get their work reviewed and approved faster. With customizable workflows, task automation, and in-built versioning, Filestage has all the tools busy teams need to get results while requiring no training to use. With customers such as Sixt, Lufthansa, NBC Universal, Sharp and GroupM, it's a perfect fit for creative agencies as well as marketing teams of small, medium and enterprise companies. Learn more about Filestage
Filestage is the easy-to-use enterprise-ready online proofing software that helps teams to get their work reviewed and approved faster. With customizable workflows, task automation, and in-built versi...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution enables your team to create, co-author, and coordinate any amount of documents. With LogicalDOC you will increase collaboration and productivity via next-generation web interface, integration into Microsoft Office and Outlook, and automatic import from your shared folders. Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution e...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Web-based tool that helps businesses automate document generation processes and by connecting all parts of business. Learn more about Conga Document Generation
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your business run. * Set up document templates, workflows and approvals * Wizard-based document creation * Share and collaborate on documents securely in real time * Keep documents safe and accessible in a central, secure cloud repository Learn more about Conga Document Generation
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your busines...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Better document collaboration for teams - collaborate on projects, build client portals, and control your documents. Learn more about Huddle
Huddle provides the industry's most secure collaboration solution for working with external clients and partners, as well as with remote teams. With Huddle, you get an easier, more secure way to collaborate and work on files, control file versions, and organize approvals and tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Learn more about Huddle
Huddle provides the industry's most secure collaboration solution for working with external clients and partners, as well as with remote teams. With Huddle, you get an easier, more secure way to colla...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Intuitive VDR that helps teams securely share, store, and manage documents and files. Learn more about FirmRoom
FirmRoom is a cloud-based virtual data room designed primarily for the financial sector. Features such as drag & drop, bulk upload, & smart search enable seamless collaboration. Additional key features include data analytics, audit trails, customized notifications, individual & bulk invitations, & a user activity tracker. FirmRoom helps teams, whether they have 2 members or 2000, manage due diligence, & other information-dense processes, through secure document management and file sharing. Learn more about FirmRoom
FirmRoom is a cloud-based virtual data room designed primarily for the financial sector. Features such as drag & drop, bulk upload, & smart search enable seamless collaboration. Additional key features...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
100% paperless quality management software. Digitize ISO & FDA Compliance with full-traceability. Try free now. Learn more about QT9 QMS
Quality management software made easy. Schedule a demo of QT9’s user-friendly ISO 9001, ISO 13485, ISO 17025, AS9100 & FDA quality management software. Centrally connect document control, corrective actions (CAPA), nonconforming products, training, ECR/ECN, inspections, audit management, maintenance, customer complaints, supplier quality and calibration records with 21 CFR part 11 compliant electronic signature approvals for end-to-end traceability. Start a free 30-day trial of the QT9 QMS. Learn more about QT9 QMS
Quality management software made easy. Schedule a demo of QT9’s user-friendly ISO 9001, ISO 13485, ISO 17025, AS9100 & FDA quality management software. Centrally connect document control, corrective ac...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
TACTIC offers a smart tool with open API to orchestrate complex or simple workflows across business units, teams, processes & assets. Learn more about TACTIC
TACTIC offers companies complete control of assets & workflow orchestration. Built with an open API, end-to-end workflow engine, and a full DAM. Workflows range from linear to highly complex & are used to interact with people & assets including multiple data types, data models, and terminologies. Trusted by hundreds of companies and organizations, in many industries, including Lockheed Martin, P&G, Adidas, Mayo Clinic, and Technicolor. Learn more about TACTIC
TACTIC offers companies complete control of assets & workflow orchestration. Built with an open API, end-to-end workflow engine, and a full DAM. Workflows range from linear to highly complex & are use...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
No user license fees 20+ Out of the box modules Extremely Configurable Learn more about Momentum QMS
Quality, Health and Safety management software that has no user license fees, extremely configurable and simple to use. Learn more about Momentum QMS
Quality, Health and Safety management software that has no user license fees, extremely configurable and simple to use....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Nimbus is a cutting-edge Cloud Document Management solution with Client Portal, Digital Document Signing and CRM Integration. Learn more about Nimbus Portal Solutions
Nimbus is a cutting-edge Cloud Document Management solution that can be customised for large, medium or small businesses. In addition, Nimbus provides a secure Client Portal for file sharing and digital document signing. Smart Webform Checklists can be used to gather information and files from clients. Nimbus integrates with Microsoft Office as well as a number of CRM systems, like Xero, to deliver document workflow with bank-grade encryption and security. Learn more about Nimbus Portal Solutions
Nimbus is a cutting-edge Cloud Document Management solution that can be customised for large, medium or small businesses. In addition, Nimbus provides a secure Client Portal for file sharing and digita...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
airSlate is a no-code business automation platform offering a genuinely intuitive toolkit for businesses and citizen developers. Learn more about airSlate
airSlate is the first and only holistic no-code business automation platform. It combines e-signing, contract negotiation, document generation, no-code robotic process automation and web forms into a single business automation platform. Configure and automate any business process and integrate it into multiple systems of record without writing a single line of code. Learn more about airSlate
airSlate is the first and only holistic no-code business automation platform. It combines e-signing, contract negotiation, document generation, no-code robotic process automation and web forms into a s...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Automio

Automio

(0 reviews)
Train Automio to ask your customers all the right questions, then provide them with error free documents in an instant. Learn more about Automio
Automio is your very own interview-bot & document builder in the cloud which will take charge of your repeat documentation so that you are free to work on more interesting, or higher value work. Train Automio to ask your customers all the right questions, then provide them with error free documents in an instant. When Automio is trained to do a new skill, or carry out a new process, a "Flow" is created - an automated product that can be used, bought and sold repeatedly without any extra effort. Learn more about Automio
Automio is your very own interview-bot & document builder in the cloud which will take charge of your repeat documentation so that you are free to work on more interesting, or higher value work. Train ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
The document solution to streamline your communications and easily auto-generate, create, manage, and deliver stunning documents. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with the tools you already use, like HubSpot, Microsoft Dynamics, other CRMs, and ERPs, so you can create stunning proposals, quotes, contracts, and more. Incorporate multiple data sources, close deals faster with automation, and eliminate mistakes with a centralized view. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with th...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Simple, fast and secure file and document management with integrated CRM. Designed with entity compliance in mind. Learn more about LiveFile360
Compliance based file & document management with integrated CRM. LiveFile360 is productive & simple to use, files can be posted directly from Microsoft Office, scanners. LiveFile360 supports large file volumes and includes encryption and audit controls preventing bulk downloading. With self-indexing engines, searching is rapid and intuitive. Usage with the enVisual360 client administration system, Documents surfaces files for compliance, CRM, Accounting modules and the AIR web portal. Learn more about LiveFile360
Compliance based file & document management with integrated CRM. LiveFile360 is productive & simple to use, files can be posted directly from Microsoft Office, scanners. LiveFile360 supports large file...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Data analysis solution that helps businesses manage spreadsheets, create graphs/charts, perform calculations, share projects, and more.
Leading spreadsheet and data analysis software. Typically bundled with Microsoft Office.
Leading spreadsheet and data analysis software. Typically bundled with Microsoft Office....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions th...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
A suite of collaboration products for teams and SMBs. Web conferencing, file sharing, and scheduling in the cloud. Formerly G Suite.
Google Workspace is a collaboration platform designed to help businesses of all sizes create custom business emails, record meetings, and reserve conference rooms. Key features of the platform include noise cancellation, in-domain live streaming, attendance tracking, compliance management, team messaging, voice/video conferencing, shared calendars, and more. It also lets administrators edit and share documents, spreadsheets, and slides across teams in real-time.
Google Workspace is a collaboration platform designed to help businesses of all sizes create custom business emails, record meetings, and reserve conference rooms. Key features of the platform include ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Box is a modern content management platform that transforms how organizations work and collaborate to achieve results faster.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, get fast, easy access to documents, project plans, presentations and videos. Always have the latest pitch for your customers, on or offline. Box makes it easy for administrators to maintain a central view of all content and users in their account through a powerful admin console.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards.
Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards.
Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Wrike is an enterprise project management software with templates, time tracking, Gantt charts, Kanban boards, reports, and more.
Wrike is an award-winning project management software trusted by 20,000+ companies worldwide. Create a streamlined digital workplace using custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Work smarter, not harder with Wrike.
Wrike is an award-winning project management software trusted by 20,000+ companies worldwide. Create a streamlined digital workplace using custom request forms, Kanban boards, Gantt charts, time tracki...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
With this DMS, never worry about losing a document, wasting time on tedious processes, or staying in compliance.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization, workflow automation, secure file-sharing, and eSignature requests, all on one platform. Businesses never have to worry about losing documents, wasting time, or keeping compliant. eFileCabinet is accessible via web browser and a desktop app.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides b...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Samepage facilitates communication, project management and more by combining chat, calling, task management, files and live documents.
Samepage is award-winning all-in-one team collaboration software, combining team chat, video calling, task management, file sharing, & real-time document collaboration in a single cloud-based workspace. It helps teams communicate, manage projects, run meetings, & get more done with fewer apps & emails. It provides the ultimate collaborative context, showing tasks, calendars, files, co-authored text, diagrams, spreadsheets, & more alongside team conversations. It also integrates with 1000+ apps.
Samepage is award-winning all-in-one team collaboration software, combining team chat, video calling, task management, file sharing, & real-time document collaboration in a single cloud-based workspace...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
More than 2 million design and construction professionals worldwide trust Revu to elevate project efficiency and collaboration.
Project tracking solution designed to help architects, engineers, contractors, estimators, superintendents, and business owners collaborate across teams to streamline project management processes. Bluebeam Revu lets teams configure role-based access across documents, track conversations, share files, and edit data in real-time. The cloud-based platform enables you to organize submittals and improve quality checking accuracy by communicating changes to team members using a unified interface.
Project tracking solution designed to help architects, engineers, contractors, estimators, superintendents, and business owners collaborate across teams to streamline project management processes. Blue...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
CMS designed to help both novice users and expert developers to build websites and applications.
CMS designed to help both novice users and expert developers to build websites and applications.
CMS designed to help both novice users and expert developers to build websites and applications....
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Brandfolder is the industry-leading, most intuitive Digital Asset Management platform
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users as it is powerful for admins, to easily store, manage, share, manipulate, and analyze assets across hundreds of formats including 8K video, documents, images, and 3D renderings. With best-in-class services, support, security, and scalability, Brandfolder helps global brands create compelling, timely, and consistent brand experiences with unparalleled efficiency and speed.
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users as it is powerful for admins, to easily store, manage, share, manipulate, and ana...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Simplify the audit process while improving the client experience through automated PBC request list and document management.
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Open source content management system used by some of the largest websites such as The Economist and the White House.
Open source content management system used by some of the largest websites such as The Economist and the White House.
Open source content management system used by some of the largest websites such as The Economist and the White House....
Power your content with an award-winning DAM+PIM+MRM solutions and service beyond compare.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is an enterprise content management company providing a central source of truth for digital content and brand assets. Primarily serving mid-to-large organizations of 500+ employees, Widen's cloud-based solutions for enterprise DAM+PIM, marketing workflow, and brand management deliver a complete experience of high-quality software and unparalleled service.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is an enterprise content management company providing a central source of truth for digital content and brand assets. Primarily s...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE is a collaborative corporate office available as cloud service and on-premises solution. It features collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud.
ONLYOFFICE is a collaborative corporate office available as cloud service and on-premises solution. It features collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
#1 Adobe® Acrobat® alternative: PDFelement is your all-in-one PDF solution. Create, edit, convert, and sign PDF files in a better way.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe Acrobat available on Windows, Mac, iOS, & Android.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. ...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-branded, password-protected online portal with unlimited file storage in the cloud and the ability to send files up to 100 GB in size with clients and co-workers, from any computer or mobile device. ShareFile is the choice for businesses looking to streamline workflows and get better data security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-bran...
  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.