Alternatives to Doc2
Compare Doc2 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Doc2 in 2025. Compare features, ratings, user reviews, pricing, and more from Doc2 competitors and alternatives in order to make an informed decision for your business.
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1
Interfacing Enterprise Process Center (EPC)
Interfacing Technologies
Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months! -
2
Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract. -
3
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. -
4
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
5
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
6
Contra
Lexzur
Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.Starting Price: $11 per user per month -
7
SODA PDF
Avanquest
Soda PDF is the software solution that helps your business quickly achieve any document goal with ease. Edit, create, convert, merge, split, sign, or secure PDFs to your needs. Modify documents using the best PDF editor and PDF converter. Our easy-to-use PDF tools are made to streamline any document workflow with efficient results. With the fastest Microsoft Office to PDF converter on the market, our Batch tool helps you create or convert multiple PDFs at once, along with the ability to add page numbers, watermarks, Bates numbering & secure permissions to multiple files or folders in seconds. Keep a safe distance between people and paper by signing, managing & tracking electronic signatures remotely using our efficient E-Sign feature. Save time & avoid retyping with OCR Edit to quickly search, recognize & modify text contained within any scanned document or image file. Access Soda PDF’s entire suite of tools & services directly from your desktop, or from any device with a web browser. -
8
Nintex Process Platform
Nintex
Enterprise organizations around the world 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, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
9
Revv
Revv
Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSignedStarting Price: Free -
10
Dropbox Sign
Dropbox
eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.Starting Price: $20 per month -
11
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
12
Clicksign
Clicksign
Electronic signature with legal validity. Security, trust and ease to send, approve and sign electronic documents for your company. Electronic document step by step. Simplify your processes. Sending documents Forget the paper! Upload your PDF or .docx document (Word) and list the signatories' emails to collect their signatures 100% digitally. Electronic signature. Each signer receives a unique link to sign the document. The subscription can be made by computer, cell phone or tablet. Simple and practical. Manage documents. Upon completion, the document is securely encrypted in your account. Save or export - you decide! No digital certificate required Just sign and go. Commercial contracts. Loans Account opening. General documents. Insurance proposals. School enrollment. API for integrations Integrate electronic signature into your systems using Clicksign's REST API and automate your signature processes.Starting Price: $39 per month -
13
SigniFlow
SigniFlow
If you’re finding that the outdated pen to paper methods of signing documents and contracts are not meeting the modern demands of your business and its customers, then it’s time to go digital. Using our digital signature security, every document signed with SigniFlow has the necessary embedments to enhance non-repudiation. Deploy SigniFlow on-premise, in your own data center, or take advantage of our compliant, secure datacentre offerings, localized across regions And because electronic signatures are simply not good enough, SigniFlow applies the latest cryptographic digital signature standards to securely sign PDF documents. Join the millions worldwide that are switching from electronic, to digital signatures.Starting Price: $8.00/month/user -
14
Avvoka
Avvoka
Avvoka is a document automation, negotiation and analytics tool designed to help law firms, in-house legal teams and businesses (of all sizes) draft documents, negotiate them, and leverage data insights from that process to draft better documents, and get to “yes” faster. Unlike legacy tools, with Avvoka you can rapidly build automated versions of your most complex documents using our intuitive automation builder. This means no more tricky coding within Word documents. Our customers reach agreement fast by collaborating on documents with colleagues in real-time and negotiating with counterparties via the Avvoka online platform. Avvoka also has a range of sophisticated reporting tools that allow businesses to monitor push-back against their standard contract clauses, track key commercial terms and compare individual negotiator performance. -
15
PocketLaw
PocketLaw
Pocketlaw offers a suite of easy-to-use tools to streamline your legal processes and drive efficiency, reduce costs, and achieve better results faster. Do everything from contract drafting and automation, and collaborating with colleagues, to eSigning, secure tracking and storage, and task management. By unifying contract management and automating key legal tasks, Pocketlaw helps companies optimize their legal processes so teams have more time to focus on strategic initiatives while maintaining control and quality. Work faster and minimize human error through automation. With our self-serve tools, your team can create a contract in minutes. Automate your company contracts and playbooks or leverage one of the 400+ ready-to-use templates covering multiple jurisdictions. E-signed documents from anywhere, on any device with Pocketlaw. With advanced e-signing, signing orders, and reminders you can get your documents signed securely, and in a fully compliant way anywhere in the world. -
16
DocsCloud
DocsCloud
DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.Starting Price: $15 per month -
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DigaSign
DigaSign
DigaSign enables documents to be esigned and enotarized in a secure environment in seconds instead of days at a fraction of the cost of traditional delivery. With DESIGNER installed, users generate their documents using their existing software. They print the documents to the WWNotary Image Writer from their software or from any Windows application. SIGNER accommodates situations where documents need to be signed but not notarized. SIGNER comes with a biometric signature pad to acquire the signature of the user or other individual's signature required for the document. When used in combination with custom prompts, this feature allows for "witnessed" signature capture. The entire DigaSign application was built with the workflow of professional authorities in mind. NOTARY is specifically tailored for notaries and includes the professional seal of the user. NOTARY also features a "chain of custody" journal that automatically audits all events. -
18
DocOrigin
Eclipse Corporation
DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design. -
19
Stendard Solution
Stendard
We are a regulatory consultancy and technology company that helps businesses implement international standards, streamline business processes across the organization, and accelerate global growth. Our team of in-house ISO consultants can provide trusted guidance towards your management systems requirements. Given our international expertise, besides experience with companies handling hardware and software products in nature, our advisory services have proven successful for a wide variety of clients. From setting up your QMS with a complete set of documents to maintaining your QMS through proper document version control and automated workflow processes, you will find valuable features tailored to your organization, regardless of whether you are a start-up or an established organization.Starting Price: $250 per month -
20
Bigle
Bigle
Bigle is a legal tech company that offers a software suite with 4 products: Bigle CLM, the legal AI Bigle Libra, Bigle Sign and Bigle Academy. The company's mission is to streamline the legal operations of companies, improving security and minimising the risk of legal contingencies. The platform allows professionals to automatically create documents, share them for review, validate them in real-time, collaborate virtually, negotiate and has its own electronic signature. Bigle has developed a generative artificial intelligence assistant, Libra, which is connected to its CLM platform, developed for legal departments, which is an expert in the legal field and offers a secure environment of maximum confidentiality, minimising the hallucinations typical of other generalist tools. The technology company is a pioneer and leader in the field of no-code document automation, has a global presence and its clients include large corporations and large law firms. -
21
Lumin PDF
Lumin PDF
We are the bridge between paper and the cloud, our seamless PDF workflows help you achieve greater impact with less administration. Edit PDFs within Google Workspace. Open Lumin directly from Gmail, Google Drive, or Google Classroom. Uploading old documents to the cloud has never been easier. Get your team on the same page with real-time feedback and manual tools. Submit work, negotiate terms, and sign everything with Lumin Sign. Enjoy our comprehensive free plan for K-12 teachers and students. Our products are implemented using a rigorous and constantly updated security system. We also have a Google-verified storage system that ensures your files never have to leave Google Drive. Collaborate with your current colleagues and attract new ones with Lumin and Lumin Sign. Our innovative solutions are great on their own, but together they're even better. Lumin reduces the comings and goings of your team. With a cloud workspace integrated with Google, you can collaborate in real-time.Starting Price: $9 per month -
22
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
23
DocMagic
DocMagic
Our suite of digital solutions is designed to advance the mortgage process at every stage, continuously improving the experience for lenders, settlement service providers, investors and borrowers. One seamless, efficient, and fully compliant digital platform for completely paperless eClosings. Improve data and document integrity. Loans close faster (with fewer errors and omissions). eSign and eNotarize documents from anywhere. Greater control and accountability during the mortgage loan cycle. Continuous compliance affecting tolerance levels, calculation reconciliation, potential RESPA violations and TRID issues. The digital mortgage is here — leverage your borrower’s smart device to keep them engaged throughout the loan process. -
24
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
25
Heretto
Heretto
Heretto is the ultimate content operations platform for customer-driven companies. Our cutting-edge CCMS, Deploy API, and Portal toolset empowers users to independently resolve product issues, streamlining support and elevating customer experiences. Effortlessly create, distribute, and personalize documentation for exceptional content experiences across all touchpoints all on one cloud-based platform. From the blank page to fully personalized help sites, Heretto's intuitive interface ensures swift content deployment and seamless collaboration for enterprise organizations. Stay ahead in the digital landscape and deliver content that delights modern customers with Heretto's unrivaled capabilities. -
26
Zapendo
Zapendo
Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.Starting Price: $12 per month -
27
DocSend
DocSend
Never send another attachment again. Securely share your documents with real-time control and insights—no matter where you're working. The secure document sharing platform everyone can use. Managing, sharing and tracking your important files is as easy as sharing a link. Increase security, control file downloads, and turn off access anytime. Be prepared for your next meeting with real-time intelligence. Update a file even after hitting send. And everyone automatically has the latest version. Our Gmail and Outlook plugins make uploading documents and sharing links a breeze. Protect your documents with passcodes and email verification, track if links are forwarded, or simply turn off access to take back control. Seamless, on-brand viewing experience. View on any device. No file downloads. Investors and business partners love DocSend’s easy, browser-compatible, mobile-first, viewing experience. Sharing Powerpoint? Keynote? Pdf? Gifs? We’ve got you covered.Starting Price: $10 per user per month -
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GetSig
GetSig
Stop wasting time remaking the same docs. Our templates make getting eSignatures fast and easy. All GetSig docs are legally binding and sent using military-grade encrypted technology. Collecting documents and signatures is business as usual. But it doesn’t have to be slow, complicated, or annoying. With GetSig, you have templates, team hubs, and security to create a smooth eSigning process. Signing documents with GetSig is legally binding under Australian and international law. Know who signed what and when with an audit trail that gives complete visibility. Stop sending signed documents via unencrypted emails--GetSig uses military tech for enhanced protection. Create templates with pre-filled fields for faster document processing workflows. Never forget pending documents and signatures using GetSig's automation and auto-reminders.Starting Price: $0.50 per e-signed document -
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ContractHub
ContractHub
Provide teams with an eSignature platform, standard templates, and workflows, that integrate everyone from company counsel to management. ContractHub helps teams generate, approve, eSign, and manage, documents about 80% faster. Empower your team to generate agreements without changes to sensitive legal requirements. Improve efficiency by limiting review to key, predefined contract terms. Unlimited eSignatures standard. Offer customers and clients a simple, error-free process with their own real-time dashboard. We keep your documents secure using top-of-the-art security and the world's most trusted data centers owned by Amazon. With real-time backups across 6 individual data centers located on 2 continents. Create your own data room with properly coded documents. Turbo-charge your sales organization. Empower legal teams, and impress customers. Real-time backups, data rooms, and secure cloud storage.Starting Price: $50 per month -
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Zoho Sign
Zoho
Recognized by top-industry analysts and peer-to-peer review websites. Securely sign, send, and manage your documents from anywhere with Zoho Sign. Digitally sign documents yourself and email the signed copies to others, get documents signed on the spot, or send documents to request signatures. Zoho Sign offers military-grade encryption and ensures the highest level of data security. It complies with the most current e-signature laws: ESIGN and eIDAS. Define the signing order when sending a document to multiple recipients, and control how they receive and sign your documents. Track every step of the document signing process with our comprehensive audit trail. Receive instant alerts and notifications on the status of each document. Create personalized templates once and use them forever, saving your time and effort. Incorporate your brand image across your documents, with customized logos and emails.Starting Price: $10 per month -
31
pdfFiller
pdfFiller
pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data.Starting Price: $8.00/month/user -
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QR Mark
Trycon Technologies Private Limited
QR Mark is a cutting-edge solution designed to authenticate and verify documents using QR Codes. It combats document fraud by ensuring every document can be validated through a QR Code scan, confirming its authenticity and integrity. Each document gets a unique QR code that, when scanned, directs users to a secure verification portal displaying its original details. This prevents forgery and unauthorized changes. Here are the key features: 1. Unlimited verifications let recipients authenticate documents without restrictions. 2. Custom branding allows you to use your own domain and logo for a personalized experience. 3. Bulk verification enables processing multiple documents at once for efficiency. 4. Multi-user access provides role-based permissions for secure team collaboration. 5. Seamless integration supports Microsoft 365, Google Apps, and APIs for easy verification. 6. Single Sign-On (SSO) simplifies secure access with your company’s authentication system.Starting Price: $9/month -
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Legito
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 140,000 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.Starting Price: $55 per user per month -
34
PolicyMaker
PolicyMaker
Generate Legal Documents FAST & FREE! Answer a few SIMPLE questions to get robust legal documents ready in minutes! Create FREE Legal Documents Online in Minutes. Wouldn’t you agree that creating legal documents is hard? Making it yourself would require you to browse through hundreds of boring online templates, trying to read and understand complicated legal jargon and navigating through all the intricate legal details. The worst part, you might do it all wrong – and pay for your mistakes later as your business runs into legal troubles! Certainly, you can engage legal professionals, which likely give you better outcomes but will quite likely cost you both time and money. Time and money that could be much better invested in your ACTUAL BUSINESS. It doesn’t have to be this hard! Our team at PolicyMaker will happily help you create robust legal documents! And the best part is that it will be done for FREE! We do the hard part of the research for you. We search for and create -
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DocShifter
DocShifter
Enterprises work with a lot of digital documents, in multiple file formats. And these documents need to be converted for sharing & collaboration, standardization or archiving. Or simply because today’s systems have difficulties working with older formats. Converting between formats happens manually, which is inefficient, slow, inconsistent and expensive. Different tools are used to convert documents throughout the organisation. On top of that, in sectors like life sciences and finance, specific regulatory document requirements must be met. DocShifter, an automated file format conversion platform, solves these challenges. The software automatically recognizes documents and emails and converts them to the output format of your choice. In PDF or any other standardized format. Lightning fast. To the specifications required by your organisation or the regulators in your industry. Once converted, these documents can be further shared internally & externally, archived as PDF/A. -
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FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
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Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
38
Xpublisher
Fabasoft Xpublisher
Xpublisher is the key to collaborative creation, full management and easy publishing of content in all channels, enabling the highly automated production of journals, books and technical documentation. Create, edit & review structured content quickly and easily with our online XML editor. Access all your XML documents anytime, anywhere and collaborate with other authors in real-time, regardless of their technical proficiency (Note: XML is not mandatory, you can also work with common MS Word documents.) Manage & structure your content & any additional digital assets (e.g. images, video, audio) efficiently with our digital asset management system & publishing system Xpublisher, for a highly automated, fast & accurate multichannel-publishing. Numerous leading companies are already convinced by Xpublisher. We deliver turnkey solutions to help you master these challenges, so you can create content efficiently and publish it automatically -
39
GoFormz
GoFormz
Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or requestStarting Price: Free -
40
Xeditor
Fabasoft Xpublisher
Xeditor is a professional online XML editor for XML authoring based on state-of-the-art web standards. By enabling authors to work together on structured content from any location at any time, Xeditor helps companies put efficient workflows in place. What’s more, the web-based architecture means there’s no need for time-consuming local installations. Xeditor, the professional online XML authoring tool, gives users the tools they need to create and edit structured documents intuitively in XML format. With the help of XML, content can be created in a way that is media-independent, semantically marked up, automatically processed, and published with a high degree of efficiency. XML is the data format of the future. Xeditor offers its users both an intuitive visual and a technical writing experience. Authors of subject-specific content benefit from the intuitive user interface of the visual XML editor, including WYSIWYG functionality. -
41
Op Central
Op Central
After you sign up for Op Central, we help you set up your personally branded Op Central portal and roll it out to your network. Depending on the package you choose, you may use Op Central for different purposes, however, our expert Customer Success Team can help you make the most out of your Op Central portal no matter which package you go with. Multi-site businesses from 5 to 50,000 locations will benefit from Op Central, no matter if they are company owned or franchised. Op Central has been built specifically with multi-site management in mind and we solve the problems that larger businesses encounter every day. Data security is critical to us. Our in-house development team holds ISO:27001 and ISO:9001 certifications ensuring your valuable intellectual property is safe within the secure confines of our cloud infrastructure. More information about our data security management protocols is available upon request. -
42
Seismic
Seismic
The Seismic Enablement Cloud is a comprehensive platform designed to enhance sales, marketing, and customer success teams' ability to engage and convert customers. It offers a range of features including content management, sales training, and coaching tools to ensure that teams have the right resources at the right time. With powerful analytics, Seismic enables users to track engagement and optimize performance by delivering insights into content effectiveness and team activities. The platform leverages AI and machine learning to provide personalized content recommendations and streamline workflows, making it easier for teams to collaborate and drive revenue growth. By unifying enablement functions, Seismic helps organizations improve sales effectiveness, accelerate the buyer's journey, and ultimately achieve better business outcomes. -
43
SYDLE ONE
SYDLE
Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.Starting Price: $19 per month -
44
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
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Docmo
Docmo
Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.Starting Price: $160 per hour -
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Encyro
Encryo Inc
Encyro offers secure file sharing, encrypted email, and electronic signatures. Encyro's award winning design makes the process easy for both you and your clients. You need not ask clients to sign up for any portal accounts. Encrypted Messaging and File Sharing You can directly send to any email address and Encyro automatically keeps your data secure both during transmission and storage to let you comply with HIPAA, GLB, IRS, GDPR, FINRA, SOX and other compliance standards. You can receive securely via your custom branded upload page that does not require the client to login or jump through hoops. Electronic Signatures Encyro e-signatures are designed to keep your transaction secure during remote signing. You control the login options and the type of signature to ensure that the right person is signing. Encyro also provides custom branding, automated reminders, and re-usable e-sign templates. NIST-800-63 compliant access codes by text/SMS for added security.Starting Price: $9.99/month/user -
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Docs Made Easy
Docs Made Easy
Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.Starting Price: $0 -
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SignRequest
SignRequest
For professionals who want to save time. Sign yourself or get documents signed Easy, secure, legally binding and free. Learn how to e-sign in no time with our tutorial videos. Discover the digital signature solution that is trusted by 300,000 users worldwide. Upload, sign, and send your document in 3 easy steps. This is how to sign a contract online. With the SignRequest for Google integration, you easily sign Google Docs and digitally sign from Gmail. Safely store all your documents in one place. Track what still needs to be done with notifications and send reminders. Determine the order of signing, the authorization method, and add an extra layer of security. Go for a professional look by adding your own branding to the whole e-signing flow. Your signers will easily recognize you. This is how to send the same contract to a large number of signers and have each sign their own copy.Starting Price: $7.00 per user per month -
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The PDF Maker
Closer Innovation Labs Corporation
If you're looking to auto-generate contracts, invoices, certificates, or client-facing documents from your CRM or form data, The PDF Maker is exactly what you need. It connects with platforms like HubSpot, Salesforce, Google Sheets, and Airtable to pull information and turn it into ready-to-send documents. You can map fields, apply conditions, and use templates to build documents at scale—without manual work. For developers, our API makes it easy to add PDF generation directly into your workflows and tools. This is ideal for sales, HR, operations, and admin teams that deal with repetitive paperwork and want a faster, more accurate process. The PDF Maker improves productivity, reduces errors, and ensures consistency across documents.Starting Price: $24.99/month -
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PULZ Document Control System
AGTIV Consulting
To ensure a smooth operation and timely work in your projects, it is essential to acquire a clearly refined document control procedure that maintains a better flow of information. By embedding the document control procedure into a project document control system, it helps to ensure every project team member adhere to all the procedure starting from document preparation, approval to distribution, which in turn delivers higher quality and standard output to your client. Normally, a document control procedure for an engineering drawing, which includes technical documentation should also contain important information such as the document’s owner, numbering system, revision and the reviewers/approvers of the document. With a document control tool, you will be able to make sure that these attributes all in place before it is published and the information should be made accurate and available easily.Starting Price: $899 per month