Alternatives to DocuSoft

Compare DocuSoft alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DocuSoft in 2026. Compare features, ratings, user reviews, pricing, and more from DocuSoft competitors and alternatives in order to make an informed decision for your business.

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    Interfacing Integrated Management System (IMS)

    Interfacing Integrated Management System (IMS)

    Interfacing Technologies Corporation

    Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.
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    UnForm

    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.
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    LogicalDOC

    LogicalDOC

    LogicalDOC

    LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.
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    FileInvite

    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.
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    PinPoint Document Management System
    PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!
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    Starting Price: Ranges from $1 to $20 a month per user
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    Assai

    Assai

    Assai Software Services

    Assai's DMS stores all your documents, drawings, correspondence, emails, contracts, and purchase orders in a central, easily searchable repository. You control access, and always have the latest versions available to your team. Search functions let you quickly find what you need using metadata or content. Our Document Control system streamlines workflows, with easy setup and maintenance, user inboxes, automatic assignments, and flowchart tracking. We offer Enterprise Content Management that enable complex projects and operations. Get a grip on your projects, assets, documents and data with our Common Data Environment.
    Starting Price: $5999/month
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    Adaptive Compliance Engine (ACE)
    ACE is a quality management software solution for companies of any size, in any stage, in any highly regulated industry. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions.
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    QT9 QMS

    QT9 QMS

    QT9 Software

    Struggling with complex compliance requirements or disconnected quality systems? QT9 QMS eliminates these challenges with one integrated, fully validated platform that scales with your business. Designed for life sciences, aerospace, and manufacturing, QT9 offers cloud or secure on-premise deployment to meet your needs. Stay audit-ready automatically with built-in FDA, ISO, and EU MDR compliance while reducing manual work by up to 70%. With 28+ modules included—like document control, CAPA, training, and supplier management—QT9 deploys fast without costly customization. Backed by ISO 27001 certification, unlimited support, and 20+ years of proven success, QT9 helps 1,100+ organizations accelerate compliance, improve visibility, and simplify quality management. Start your free trial or book a personalized demo today.
    Starting Price: $10,000/year
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    FormKiQ

    FormKiQ

    FormKiQ

    FormKiQ is a new way to manage documents in the cloud, using a powerful Open Source API paired with a dynamic ReactJS web client, both of which you can build on and extend. You can add FormKiQ to an existing application or product or install and run it as a full-featured electronic document management system on its own, with as little or as much customization as you need. NOTE: along with Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system. What makes FormKiQ stand out from other document management software is that it is highly flexible and customizable, due to being designed and built with API-First principles and using Amazon Web Services (AWS). This allows a level of customization and flexibility that is far beyond what other electronic document management systems can offer, and that's a good reason why tech-oriented companies across a wide range of industries are choosing FormKiQ.
    Starting Price: $1,299 per month
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    Moxo

    Moxo

    Moxo

    Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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    Qualtrax

    Qualtrax

    Qualtrax

    Qualtrax is a complete quality and compliance software system used to manage and control documentation, automate key business processes with customizable workflows, streamline training management, manage internal and external audits and ensure critical industry regulations are addressed in real-time. Qualtrax is an invaluable resource in heavily-regulated industries, where complying with standards including ISO 17025, 17020, 13485, and 9001, TNI, GFSI, FDA, and FQS is required.
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    Intellect

    Intellect

    Intellect

    Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals.
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    MasterControl

    MasterControl

    MasterControl

    Bringing breakthrough products to market in highly regulated industries can feel like an endless series of trade-offs. MasterControl's software simplifies GxP workflows so you never have to sacrifice quality for cost or innovation for regulation. Complete and connected meets fast and flexible. From quality event management to document control and integrated training - MasterControl Quality Excellence transforms your quality data and processes into a competitive advantage. Modernizing your manufacturing operations starts with modern software. From work orders to work instructions and production records (EBR or eDHR) to logbooks, MasterControl Manufacturing Excellence is the simplest way to digitalize manufacturing.
    Starting Price: $25,000 / 1st year
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    Doc.It by IRIS

    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 editor
    Starting Price: $29.00/month/user
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    SCHEMA ST4

    SCHEMA ST4

    SCHEMA Group

    The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system.
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    Virtual Cabinet

    Virtual Cabinet

    Virtual Cabinet

    What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. Virtual Cabinet helps businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide document management software you will love that is easy to use and will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.
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    Heretto

    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.
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    Discus Greenbox
    Greenbox is a remarkably unique document management system with an advanced integrated business process management system. It is a Document Management System that helps in storing, tracking, retrieving and managing documents while having centralized access. Anyone and everyone with permission can access a file irrespective of where they are. The system takes care of complete safety and confidentiality of the documents and is designed to simplify the otherwise complicated operations. Greenbox allows the user access to a variety of features like unlimited folders and subfolders, universal content search, Solr OCR/text search inside an image, document versioning and restoration, granular access control and advanced document control feature. Document approval workflow, smart handling of metadata, and an attractive price bracket are some of its most notable features.
    Starting Price: $9.00/month/user
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    airSlate WorkFlow
    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
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    LiveFile360

    LiveFile360

    enSynergy Professional Services

    LiveFile360 is our enterprise document management system which is fully integrated with the enVisual CRM360 module. Files are linked to enVisual entities (individuals/companies/trusts etc.) along with other metadata to make your search simple and fast. Compliance related files stored in LiveFile are easily surfaced in enVisual for a truly integrated compliance experience. LiveFile360 is safe and secure with rapid search functions - even across a global cloud network. Never before has it been so simple to access your client files and documents from anywhere.
    Starting Price: £40/month/user
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    Xpublisher

    Xpublisher

    Fabasoft Xpublisher

    Fabasoft Xpublisher is one of the leading providers of editorial and publishing systems in the German-speaking area and part of Fabasphere—Fabasoft’s intelligent, cloud-native ecosystem. With Xpublisher, book and magazine publishers, media companies, as well as public research institutions, institutes, and associations create, manage, and publish their content: from planning and creating structured, media-neutral content, through managing editorial coordination processes, to automated print production and efficient distribution across all digital channels—all in compliance with the highest European data protection standards. The system is supported by the artificial intelligence of partner company Mindbreeze: The AI generates teasers, translations, and texts of the highest editorial quality and improves content reusability through automated tagging.
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    SYDLE ONE
    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
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    Sling CMS

    Sling CMS

    Apache Sling

    Open source content management system with a flexible, composable content structure.
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    Document Locator

    Document Locator

    ColumbiaSoft

    Document Locator is Windows-integrated document management software with available Web and Mobile access. It combines ease of use with enterprise-class capabilities. Fully-integrated into Microsoft Windows, Office, Outlook, and other business applications, Document Locator offers version control, notifications, approvals, security, records policies, and workflow all within the familiar Windows folders experience. The system is ideal for HR filing, Accounting, Projects, Contracts, Quality. An advanced API is also available for integration with other systems.
    Starting Price: $260 user/year
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    DOCUBASE

    DOCUBASE

    dbs Software and Services

    Scan Documents, files, pictures, video, and more. Collect virtually any media format. Facilitate the flow of documents from unified repository with configurable access and security. Reduce multiple copies of documents scattered in different systems to improve accuracy and version control. Empower sharing of documents across the organization to improve efficiency and productivity. Access your documents when you need them, where you need them, from any device. Built-in granular security controls, encryption and authentication modes. Search historical records based on complex queries and find the information you need lightning fast. Paper scans, e-files, video, manage it all from one place. Assign access to features and document permissions based on configurable roles. From a single department to across the enterprise, proven performance in high volume deployments.
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    Tessaract.io

    Tessaract.io

    Tessaract.io

    Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product.
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    DocShifter

    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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    FileHold

    FileHold

    FileHold Document Management Software

    The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.
    Starting Price: $15.00 / user / month
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    Gavel

    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
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    DocSend

    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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    GlobalVision

    GlobalVision

    GlobalVision

    Built for use in production environments, GlobalVision Desktop combines our most powerful inspection tools into one robust application – so you can be sure your files are accurate as they move along the quality workflow. Check artwork files with pixel to pixel accuracy by automatically overlaying master and sample files to detect any differences between the two. Verify and grade barcodes without the use of a scanner by inspecting them directly in the electronic file. Inspect, verify, and translate Braille to ensure it's accurate and meets regulatory requirements. Verify color accuracy anywhere on your artwork by measuring individual color space values with built-in Pantone books. Run side-by-side comparisons of two files to identify any differences between them. Check artwork files to previous versions to ensure work is accurate before production.
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    Synergis Adept

    Synergis Adept

    Synergis Software

    Adept Software gives you fast, centralized access to your most important documents in a secure, collaborative environment that saves your business time, reduces risk, and lowers operating costs. Align your company on a common platform—a single source of truth that delivers a unified view of engineering and business content. Empower stakeholders located anywhere to quickly find the right document—regardless of where it’s stored—and improve productivity by 20 to 30%. Avoid expensive mistakes and safety issues by ensuring your workforce always finds the correct version. Improve efficiency and eliminate bottlenecks by ensuring documents automatically follow predefined approval processes. Notifications and time-based alerts keep everything on track. Design reviews and multi-site collaboration are easy with everyone on one platform. Vaults can be replicated so documents are available to everyone locally, and Adept keeps everything in sync.
    Starting Price: $19 per user per month
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    Sierra QMS

    Sierra QMS

    Sierra Labs

    Workflows designed to help you create everything needed for 510(k) submission and create quality records needed for 21 CFR Part 820 once you're ready to start selling your device. Built in tools to draft policies, procedures, and work instructions. Ability to track non-conformance, deviations, and CAPAs with customized quality management reports. As you scale and improve your workflows, policies and procedures, keep your team trained automatically. Automate validation testing on devices, apps, web, and custom off the shelf software for your enterprise. Reduce time and resources needed for lengthy testing, reporting, and approvals. Generate all your policies, procedures, and artifacts into traditional documents for audit review.
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    DocsCloud

    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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    Doc2

    Doc2

    Doc2

    Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.
    Starting Price: $55.42 per month
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    Seismic

    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.
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    Avvoka

    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.
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    Clicksign

    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
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    Optix

    Optix

    Mindwrap

    Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo
    Starting Price: $360
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    SigniFlow

    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
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    Q.Shop

    Q.Shop

    QDataHub

    Q.Shop, formerly known as Quince Shop Floor Data Collector, is a manufacturing software solution that is specifically designed for those in the repair and overhaul industry. Repair and overhaul manufacturing can be labour intensive and complex. Q.Shop is a unified data collection system that brings together shop floor inspection plans, process manuals, work instructions, and machinery inputs in one place. Q.Shop platform facilitates traceability and simplifies collaboration among technicians, supervisors, and managers. Q.Shop manufacturing solution also offers a complete job and employee scheduler. It maximizes process efficiency, in regard to not only machine operation but also personnel placement. Operators are scheduled based on their shift hours, experiences, skill levels and amount of achieved certifications/ licenses. Q.Shop increases productivity by providing the most suitable schedule for your current workforce, machinery, inventory and sales volume.
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    Zapa Client Portals
    Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.
    Starting Price: $52 per month, unlimited users
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    DADO

    DADO

    DADO

    Construction Data, and Document Management Say it. Find it. Build it. DADO gives every construction professional an easy way to instantly search the latest Specifications, Submittals, Drawings, Building Codes and more – just by speaking or typing into any device – think of it as a custom search engine for your construction project. Hate Digging Through Folders? One of the biggest challenges with finding information today is the sheer time and energy wasted by clicking through an endless folder structure - especially if you have a folder called “Approved Set”, another folder called “Current Set”, and another folder called “Latest Set”. Construction document management, file search engine, advanced document search. Feeling Buried By Document Overload? Are you struggling to keep up to date when it seems like 100’s of new documents are being added and updated each week? Are you spending evenings and weekends to keep afloat? Construction document management, file search engine.
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    McFile

    McFile

    McFile

    McFile makes it possible to catalog, protect and share information from your enterprise from anywhere at any time. Rapidly find what you want, using metadata search or searching inside documents and images. Keep track of your team, following user reports and their activities, like searches, downloads and editions. Follow key indicators and rank your users for production and collaboration. Scanning documents is a trend for preservation and business intelligence. Having all your documents scanned speeds up searches and increases the efficiency of the teams. For those who suffer with countless files and folders in network drives or scattered on company machines and external hard drives, McFile provides a solid and safe solution to manage spreadsheets, documents, videos or other work files.
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    4decision

    4decision

    Microfinance

    Task, workflows, documents are kept in order, ensure user-friendly, clear and rapid communication, as well as the increase of work effectiveness and cost reduction. 4Decision provides high standards and non-stop online access to all company financial data and documents. It is an intuitive, user-friendly, completely secure cloud-based system. It supports everyday office tasks and processes associated with accounting services for clients. 4Decision helps users in their daily duties by automating activities, which result in a higher quality and effectiveness of work. 4Decision increases the performance of all professional task and workflows. It supports business management, control and monitor tasks and workflows at every stage. 4Decision is a free on-line service for issuing and managing sales invoices. 4Decision automates data and documents input, everyday tasks and workflows, makes possible to comprehensively organize financial department and accounting firm work.
    Starting Price: $14.04/month/user
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    Zapendo

    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
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    AcceleratorKMS (Procedure Accelerator)

    AcceleratorKMS (Procedure Accelerator)

    Innovatia Accelerator Inc.

    With AcceleratorKMS organizations can eliminate information-caused incidents. Equip workers with mobile-ready content. Review and evergreen information. Streamline authoring and save costs. Monitor work and find efficiencies. Decrease time and money spent during onboarding. The Accelerator provides an integrated digital content ecosystem in an easy-to-use and intuitive package focused on making the complex simple. Our goal is to make information easier to find for front-line workers, making operations safer. Reduce the chance of human error by giving workers instant access to digital Standard Operating Procedures (SOP), policies, and training content on a mobile device. Reduce the chance of information-caused incidents through standardizing all operational content, and make it easier to use with AI-assisted procedure authoring. Reduce administrative involvement and management effort as standardization reduces the overall amount of operational content.
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    Portal

    Portal

    Portal

    The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.
    Starting Price: $69 per month
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    ClientTable

    ClientTable

    ClientTable

    Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.
    Starting Price: $14 per user per month
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    MyDocSafe

    MyDocSafe

    DocSafe

    MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
    Starting Price: $8 per month