Alternatives to eDocs Express
Compare eDocs Express alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to eDocs Express in 2026. Compare features, ratings, user reviews, pricing, and more from eDocs Express competitors and alternatives in order to make an informed decision for your business.
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1
CredentialingSpectrum
Clinicspectrum
CredentialingSpectrum provides a comprehensive automation for credentialing, accreditation and contract management in healthcare. Some of the key features of the software includes following 1) CAQH Integration and attestation functionality. 2) Management of Credentialing and Re-credentialing activities and reminders. 3) Digitized Insurance applications in PDF, Excel, Webforms that auto-populates. 4) Document Management for providers, locations, entity and insurances. 5) Reminders on Expiration of various credentials such as CDS, DEA, License, CAQH, Board Certification, Malpractice and any scanned documents. 6) Provides 7 layers of source verification feature added on top of basic OIG Sweep that includes exclusion search and license verification. 7) Integration with DocuSign, Fax and Secure email for seamless communications. 8) Extensive Reporting for user performance and activity tracking. -
2
Hoxhunt
Hoxhunt
Hoxhunt is a Human Risk Management platform that goes beyond security awareness to drive behavior change and (measurably) lower risk. Hoxhunt combines AI and behavioral science to create individualized micro-training experiences users love, so employees learn to detect and report advanced phishing attacks. Automated incident remediation helps operations teams respond fast with limited resources. Security leaders gain outcome-driven metrics to document reduced cybersecurity risk. Hoxhunt works with leading global companies such as Airbus, IGT, DocuSign, Nokia, AES, Avanade, and Kärcher, and partners with leading global cybersecurity companies such as Microsoft and Deloitte. -
3
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 -
4
SalesBuilder CRM
Computer Presentation Systems
SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured. -
5
ContractZen
ContractZen
ContractZen is an AI-powered governance platform that keeps companies due-diligence ready every day. It brings board management, contracts, entity records, and secure data rooms into one centralized environment, replacing scattered emails, spreadsheets, and disconnected tools. Key features: • Board Portal – Schedule meetings, share materials securely, create minutes, and e-sign documents in one workflow. • Contract Management – Centralize contracts with AI-powered search and automated reminders for key dates. • Entity Management – Organize corporate records and visualize ownership structures. • SmartIndex & Virtual Data Rooms – Prepare due diligence and audits quickly with structured indexing and secure document sharing. • AI Assistant – Analyze documents, summarize contracts, and identify potential risks. • Integrated e-Signatures – Sign documents with Adobe Sign, DocuSign, Assently, SignHero, and VismaSign.Starting Price: $9.50/month/user -
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
CompXL
HCR Software
Enjoy the flexibility of Excel plus the power of cloud computing with CompXL, a cloud-based compensation planning software. CompXL is built for compensation professionals looking for a solution that automates merit planning and incentives. CompXL eliminates manual labor, provides complete process visibility, and offers data secured behind login/password. CompXL is trusted by leading global companies, including HBO, DocuSign, Panasonic, and more. -
8
Docusign
Docusign
Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.Starting Price: $10.00/month/user -
9
OpenText eDOCS
OpenText
OpenText™ eDOCS is a light-footprint, cost-effective and highly-flexible enterprise content management (ECM) solution for organizations producing high-touch, high-value work product in industries, including Legal, Corporate Legal, Public and Energy and Professional Services. eDOCS ensures sensitive work product is securely managed throughout the content lifecycle, while remaining easily accessible for day-to-day operations, to enable users to deliver exceptional enterprise content services to their clients. A new OpenText eDOCS InfoCenter user interface puts accessibility, usability and personalization at the forefront of today’s work-anywhere experience. With an easily personalized, modern interface that lets users choose application tiles to suit their working environment, eDOCS InfoCenter offers added choice and flexibility in how users work. eDOCS InfoCenter is available across devices and business applications, from desktop and tablet to mobile and web. -
10
eDoc Organizer
eDoc
Unique labelling and organization system allows you to organize your documents in a more intuitive way. A document management system that adjusts to the way you think and allows you to tailor it to your needs. Powerful features like Optical Character Recognition (OCR), universal scanner support, automated folder monitoring, and many more. eDoc Organizer offers two different types of solutions to meet your needs. Both eDoc Organizer Cloud and eDoc Organizer On-Premise editions are designed to be easy to use, yet packed full of intuitive features that will save you time and effort. Either solution can be customized to fit your unique needs. eDoc Organizer Cloud Edition web-based document management solution provides secure access to your documents from anywhere, using any device. Our low-cost monthly plans allow you to pay as you go, without requiring a huge initial investment. Now you can rest easy knowing your documents are never out of reach.Starting Price: $10 per month -
11
SwiftCloud
SwiftCloud
eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.Starting Price: $15 per user per month -
12
Contract Express
Thomson Reuters
Contract Express is the plain language automation software used by our clients and their customers to rapidly draft, approve, negotiate and execute documents of any kind. With its intuitive markup, compliance, and relevancy tools, Contract Express automates and simplifies the drafting process; providing more time to focus on higher value work. Contract Express easily integrates with Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Installation and setup is easy and requires very little technical expertise. Rely on our document automation specialists to assist you through the implementation process. Contract Express provides business users with an intuitive, self-service questionnaire to help build a contract. Questions and guidance notes are defined in the document template by the document owners. Your completed document is routed with an alert email to specific legal and/or business approvers.Starting Price: $195 per month -
13
eDOC Aviation
eDOC Aviation
eDOC Aviation specializes in software solutions and services for complex technical documentation. Our strength lies in the close interaction of technical software know-how and our comprehensive experience in the processing of various documents. With our focus on the highly regulated aviation industry, we are familiar with the continuous adoption of special technical features and challenges. Our software solutions are the foundation for the secure and quick handling of complex technical documentation. For the reliable processing, quick availability and seamless tracking of large amounts of sensitive data and documents, the success of close cooperation with OC Aviation Service has been proven worldwide. High-quality documentation processing or creation is often only achievable by an optimal combination of automation and specialized personnel. For aircraft maintenance on the apron iPhones with an IOS-based eDoc document viewer are used instead of printed jobcard instructions. -
14
Integra Ontrack ERP
Edocs IT Soluitons
E-DOCS IT Solutions was established in 2002 by a team of core software professionals endeavoring to provide best IT solutions to the industry. The company headquartered in Dubai for Marketing activities and Kochi, India for Technical Activities. The credit for the same goes to the organization’s commitment to serve the industry in the best possible way by delivering value added services to the clients. In tune with the organization’s philosophy are its highly motivated employees who believe in giving their best in whatever project we undertake. e-docs it solutions is a leading provider of comprehensive and user-friendly courier erp software solutions. We provide software for companies of all sizes within the Courier , Logistic & WMS Industry. Integra Ontrack offers a complete portfolio of solutions. The system will provide a reliable control on user activities. Each user’s data entry and update can be controlled by a combination of user roles. -
15
Ocourts
CodeSmart
OCourts plugs into the Administration of the Courts backend system to deliver your results instantly. Manage and View all the Cases,Defendants information in a Scheduled Calendar and Scheduling Multiple cases at a time. Reducing lot of paper work with the help of Court Specific Electronic documents. Simultaneous view of Electronic documents to all parties in Court and allows signing Digitally. SchedulR is the OCourt Feature which lets you Schedule the cases from User Interface and pulls all the required information related to the specific case and also allows to Schedule multiple cases at a time. Edocs is a facility that reduces a lot of paperwork in the court room hearing and provides the Digital Electronic Forms with court specific content and also allows to Print, Email and Archive the Electronic Form. Next-generation technology in the Justice System. -
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CocoSign
CocoSign
CocoSign is a HIPAA-compliant cloud-based electronic signature software for SMBs and professionals. CocoSign stands as the easiest alternative to DocuSign and HelloSign with competitive pricing and straightforward features, helping businesses streamline eSignature workflows immensely and get contracts signed 5x faster.Starting Price: $0/month/user -
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eContractHub
eContractHub
Finally get rid of the old manual, time-consuming, frustrating, complex and inefficient way of creating and tracking your contracts. An easier way of entering key contract data and tracking your contracts throughout all stages from initiation to renewing. Understanding details of your contracts at every stage of the life cycle is critical to successfully managing them. Built-in Microsoft Word integration for both online and desktop and Microsoft One Drive. Your contracts are stored on secure servers in an account-based folder structure that only you can access. Quickly and easily get your contracts digitally signed with DocuSign. eContractHub is designed to be fully compatible with various computers, tablets, smartphones and web browsers. We care about the security of your contracts and protect them in our state-of-the-art and highly secure servers. We are always adding new features, functions, and integrations to make eContractHub even easier for you.Starting Price: $29 per month -
18
Carizma
Axicos
Carizma is an easy to use software system that manages the entire contract lifecycle – from first negotiations all the way to contract expiry many years later. It facilitates the collection and provision of relevant information and documents, supports the collaboration among different users and monitors due dates, contractual obligations and risks. Contracts can be signed using eSignature, based on DocuSign or FP Sign. Carizma – excellence in contract lifecycle management. With Carizma you can manage the entire lifecycle of your contracts easily and efficiently - from first negotiations all the way to contract expiry many years later. You can manage and control contractual obligations and risks over time, even when your team members change. You will save time, resources and money from day one thanks to our powerful document management system with automatic document versioning and customized workflows for review and approval. Everything you need is fully integrated and familiar. -
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Malbek
Malbek
Malbek is an AI-powered enterprise contract lifecycle management (CLM) platform designed to simplify and accelerate contracting processes. It offers a centralized, transparent system that helps businesses extract critical insights from contracts to improve decision-making and profitability. The platform enables fast contract generation and seamless approval workflows, increasing contracting velocity while maintaining compliance. Malbek integrates smoothly with popular business applications such as Salesforce, HubSpot, SAP, and DocuSign, providing a unified source of truth across teams. AI features embedded throughout the platform reduce manual tasks and deliver contextual recommendations to shorten review cycles and streamline negotiations. Trusted by innovative global enterprises, Malbek boasts high customer satisfaction and retention, with strong support and training resources.Starting Price: See Malbek CLM in Action -
20
Koho Consulting
Koho Consulting
Built on a no-code platform, Agiloft’s flagship Contract Lifecycle Management suite (CLM) comes with fully customizable best practice functionality for buy and sell-side contract management including the features found on the wheel to the right. Automatically convert image files from .jpg, .png, .pdf and more into fully searchable documents while retaining the original image. Word and PDF templates allow users to arrange record data into printable, distributable formats that can be attached to records or emailed to stakeholders. Use our redlining feature to compare document versions and create full audit trails of edits. Create a complete contract with one click. Seamlessly place dates, fields, and formulas into a document without using ActiveX or client-side software. Convert Microsoft Word files into PDFs and PDFs into Word files directly from your Agiloft knowledgebase. When contracts are ready to be signed, integrate with Adobe Sign or DocuSign to collect signatures digitally.Starting Price: $8000 For 5 Users Per Year -
21
SwiftForm
SwiftCloud
Easy Web Forms, Collect Sales Leads, Automate Workflows. SwiftForm is a fast, cheap, easy online form builder that work on tablets, phones, and websites. Easily create a form within minutes that you can send to hundreds of people to fill out with just a few clicks. Powerful marketing automation, workflow automation for payment signatures, integrated and connected via SwiftCloud and other platforms, analytics and reporting, event registration and self scheduling, viral referrals, feedback reviews and syndication, and more. We specialize in service-based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Key systems include the best electronic signature & eDocs, social network CRM, Invoicing, Scheduling on a single integrated platform. -
22
eDocs
Wolf Technology Group
If your employees are using consumer-grade sync services like Google Drive or MS OneDrive, your business might be at risk of data theft, data loss, corrupted data, or even compliance violations. eDocs syncs corporate data, allowing users to access and share files and folders from virtually anywhere. Migrating to a document management system is a large undertaking that can be overwhelming. Wolf Technology Group is here to help! We will work with you to design the document management solution that suits your business needs, and we’ll streamline the implementation process so your transition is as seamless as possible. -
23
FlyEasy
Tuvoli
Source aircraft easily, automate your marketing efforts, nurture your customers with targeted inventory, and quickly close trips with leading air charter software. Live empty leg flights, available aircraft, instant estimates. Send a quote request and receive quotes straight to your inbox from air charter operators worldwide with available charter aircraft. Treat each client uniquely by sending only the empty leg flights that they requested. Tools on your website provide an easy place for your customers to request trips, aircraft preferences, and opt-in to your automated email campaigns. Engage, convert, and nurture your website visitors. Stay on top of your business by quickly capturing and closing opportunities. Send professional mobile-friendly quotes to your customers that are DocuSign ready and come preloaded with your charter terms and conditions. With trip leads streamed directly to your sales dashboard, quickly respond to your customers with one click from your email address. -
24
OpenSign
OpenSign
Experience the freedom of limitless digital signing without ever reaching for your wallet. Bring multiple people into the signing process at no extra cost. Close deals, not your wallet. Every signed document comes with a detailed completion certificate, featuring access logs, all at zero cost. Your documents deserve a safe home. Store and organize them for free in our secure OpenSign drive vault. OpenSign is an open source digital signature platform that enables secure signing of documents with ease and efficiency. It's designed to provide a free alternative to commercial e-signature services like DocuSign, offering transparency and customization opportunities to meet your unique business needs. OpenSign allows users to upload documents, request signatures, and sign documents electronically. It uses state-of-the-art cryptographic algorithms to ensure that all documents are signed securely and are legally binding in most countries.Starting Price: $9.99 per month -
25
PDF Studio Viewer
Qoppa Software
PDF Studio Viewer is a cross-platform PDF reader that is reliable and easy to use. PDF Studio Viewer can annotate PDF documents and fill interactive forms. For more editing features, Qoppa Software publishes PDF Studio Standard and Pro editions. Features: -Display PDFs with high fidelity -Annotate & Markup PDFs -Fill & Save Forms -Render Digital Signatures & Layers -Advanced User Interface -Advanced Print & Search Options -Document Storage Integrations -DocuSign© Integration -
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FilesAnywhere
FilesAnywhere
Secure cloud platform to store, sync, collaborate and share your company data, all while maintaining industry regulatory compliance. Hosted in our Cloud or with Microsoft Azure solutions now available. FilesAnywhere is GDPR-ready and available worldwide in 54 regions & 140 countries with Azure. For certain workloads, applications and use cases, the increasingly popular Microsoft Azure platform is an effective IaaS alternative to traditional IT infrastructure environments. FilesAnywhere integrates in various ways to make your life easier in the cloud. We offer everything from Single Sign On to DocuSign integrations. Take a look at what we have to offer at the link below. From paper to digital, allowing you the freedom to upload your own HTML or Form Fillable PDF’s to create custom eForms and Workflows to help you streamline processes, and make better business decisions.Starting Price: $4.99 per month -
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Quickly, easily and securely close more deals on-the-go with the Express Finance mobile app. DLL’s unique patented-pending app streamlines the sales process and increases your revenue potential—built in direct alignment with our partner’s needs. Quickly calculate multiple payment options. Choose from various terms, rates and end of lease options. Share contracts and financing proposals with your customers. Sign and close deals on your mobile device. Access trade-up figures in real-time. Submit transactions for credit approval. Calculate alternative payment options and quickly send a financing proposal to your customer using DLL’s patent pending Express Finance Mobile App. Get a financing contract signed during your customer meeting using DLL’s patent pending Express Finance Mobile App. Utilize our 'dial for dollars' feature to calculate the total sale amount that corresponds to your customers desired monthly payment using DLL’s patent pending Express Finance app.
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Propy
Propy
The next generation real estate transaction management software. Autopilot your business with a streamlined, simple, and secure transaction platform. Wire fraud becomes a thing of the past thanks to our revolutionary use of blockchain technology. Save time by interacting with all parties on one platform. It’s even integrated with DocuSign. Make confident, data-driven decisions thanks to a 360° view of your business and single-deck reporting. Whether you need onboarding or customer support, we are here for you 24/7. Find out why forward-thinking brokerages rely on our real estate transaction management software to grow their business. -
29
DAT-MAIL
Window Book
What good is software that no one in your organization can master, much less use to its' full potential? DAT MAIL is the easiest post-presort product to implement, integrate with your current systems, and use with positive results - right out of the box! Not only that, but the automation options are almost endless. Use the Advanced Navigator to quickly and easily process your mailings including Intelligent Mail® Full-Service qualified mail – and eDoc. The Advanced Navigator screen displays the most important information about the presort, provides access to the most commonly used functions and reports, and lets you edit and update your files by simply pressing a button. You don’t need to be a Mail.dat expert: this screen shows you exactly where the data is in the file and allows access to the data you need at the click of a button!Starting Price: $300 per month -
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DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
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ZealiD
ZealiD
ZealiD is a qualified trusted service provider specializing in issuing Qualified Electronic Signatures (QES) recognized as legally binding across EU member states. The ZealiD app enables users to identify themselves using face ID or touch ID and digitally sign documents securely. The registration process is swift, typically completed in about three minutes, supporting over 50 nationalities and 24 languages. ZealiD's services are integrated with major platforms like Adobe, DocuSign, and Entrust, facilitating high-assurance digital signatures that comply with EU/eIDAS and global standards. Additionally, ZealiD offers an Identity Wallet, providing users with a personal digital identity that meets eIDAS and ETSI security requirements. This wallet allows subscribers to control verified credentials, including identity documents and related data and enables relying parties to integrate with ZealiD's API to receive subscriber data.Starting Price: €40 per month -
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Soar Payments
Soar Payments
When you submit your application, you’ll get an instant price quote to DocuSign, no offline paperwork, no faxes, and no waiting. You will automatically receive Industry Minimum pricing in your online quote. No more frustrating haggling with sales reps. When you call or email, you’ll always speak with our friendly, in-house client support team. Our friendly, in-house client support team will help you get set up. We’ll make it fast and easy. Retail businesses can choose from a traditional credit card terminal, wireless, or point-of-sale system. Whatever you choose, our retail merchant accounts will have you accepting credit and debit cards faster and for less. -
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Traction Knock
Traction on Demand
Traction Knock is a mobile field sales app that makes going door-to-door a breeze. No more paper clip boards, complicated price configurations or manual data entry once you get back to the office. It’s fully integrated with Salesforce.com, DocuSign and Google Maps, and is easy to configure to leverage external data sources. Traction on Demand is one of North America’s largest Salesforce consulting and application development firms. Our work extends beyond cloud services; we build long-term capacity through partnership and customer enablement. -
34
GetWhys Compass
GetWhys
Compass is an AI chatbot that answers questions with authentic, firsthand experiences, using data you can't find anywhere else online. Marketing, Product, and Ops teams at companies like Typeform, DocuSign, and Docker use Compass to: - Deeply understand their customers (messaging, thought leadership, personas) - Make better software purchasing decisions (comparison, negotiation, implementation) - Get meaningful insights into their competition (differentiators, pain points) Compass pulls its answers from InsightDB, GetWhys' proprietary database of firsthand experiences. (GetWhys has a small army of contractors interviewing software buyers, users, and implementers—which means that InsightDB contains rich data you can't find anywhere else.)Starting Price: $99/month -
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ShortTrack
ShortTrack
Real Estate agents just click a button in their software and the order shows up! Your clients complete customized web forms, e-sign, and the data is synced with your software. Have your e-signed documents automatically sync with your title software. Eliminate re-key and time-consuming document exchange from infosheets & welcome documents with ShortTrack’s EasyDocs. Have your sellers and buyers complete their questionnaires in customized web forms and eSign with DocuSign. ShortTrack will push all the data and documents into your title production software. The entire process is automated and encrypted. Like many title agents, you have made cyber security a top issue, especially when it comes to wire instructions. Unfortunately, the real estate agents and attorneys that you work with still use their insecure email accounts as their main form of communication. Fortunately, the solution is simple.Starting Price: $10 per month -
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Cloud Migrator
Prosperoware
Consolidate & Migrate in One Step! Migrate On-Premises DMS Systems & File Shares to iManage Cloud or On-Premises. Cloud Migrator uses the industry standard ETL Design (‘Extract’, ‘Transform‘ and ‘Load’) for an efficient solution to cloud migration. It offers the ability to consolidate databases, map metadata, and directly migrate content to iManage Cloud. It also enables data clean-up for on-premises. It can migrate content from eDocs, iManage (on-premises), Windows File Shares, or any other structured database system. Fastest migration performance limited only by your hardware, provider, and ISP. Consolidate databases many-to-one or many-to-many. Remap fields during the migration process. Clean-up documents from flat spaces into workspaces and folders. Clean-up and modify data - before moving - via staging tables. Option to map, modify, and migrate existing metadata fields via provider’s REST API. -
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Acct1st
Acct1st Technology Group
Acct1st is designed by CPAs for CPAs as a document management system equipped to meet the needs of any size accounting firm. From CPA firms of +100 staff members to sole practitioners, Acct1st is the perfect document solution! Acct1st is an enterprise level suite that includes a wide range of modules and features necessary for your company or firm to properly manage electronic documents and workflows securely from anywhere in the world. Contact us today to find out more information and speak with one of our document specialists as we find the perfect fit to meet all of your firm’s paperless goals and objectives. Enterprise-level Document Software for only $1 per day per user! (Price includes unlimited storage and ALL software modules). File sharing via secure password-protected hyperlinks. NetMail to any number of 3rd party recipients. DocuSign ™ Integration for digital signatures and eForms. -
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Teamworks
Teamworks
Teamworks keeps your team at its best by elevating your culture, eliminating distractions and building accountability at every level. Communicate effortlessly to enhance accountability and efficiency throughout the team. Send or schedule email, voice and text messages. Create specific, customizable groups for messages. Send blast text messages to groups and receive one-on-one replies. Get read receipts when a message is viewed. Ensure every aspect of your trip is exceptional by streamlining the logistics. Collect and compile data easily to eliminate time wasted tracking down information. Collect signatures with DocuSign, allowing recipients to sign on web or mobile. Protect valuable team data with military-grade security. Rest assured that all your sensitive data is protected with top-level security, robust permissions and access control. -
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Fluxx Grantmaker
Fluxx
Fluxx Grantmaker is a cloud-based grant management solution. It caters to small, midsize, and large nonprofit agencies, government agencies, and corporations. Primary features include grant and application management, budget and finance management, relationship management, donor tracking, data and workflow management, and reporting. Fluxx Grantmaker provides grant, user, and relationship management features. It allows users to automate forms and workflows, track audit trails, and manage session timeouts. Other features of Fluxx Grantmaker include project management, contact management, contract and scholarship management, and award management. This solution offers integrations with Foundation Center, GuideStar, DocuSign, Salesforce, NetSuite, Intacct, QuickBooks, Lexis/Nexis Bridger, MailChimp, Google, Microsoft Office, and other applications. Fluxx offers mobile apps for Android and iOS devices. -
40
Pavaso
Pavaso
Digital Close is a powerful closing solution that changes the way you buy a home. As part of the Pavaso platform, Digital Close allows you to communicate and work with all the parties involved in one central location. Receive all contract and document packages digitally, review and understand the documents before signing, and even complete your closing online. Digital Close simplifies the process and incorporates easy-to-use technology, so that buying a home, can be as enjoyable as it is exciting. Pavaso's RON technology empowers you to complete the ENTIRE closing digitally and remotely, TODAY! Our remote online notarization solution provides the ultimate convenience by allowing signers to be virtually anywhere in the world to eSign closing documents, where they appear before the remote online notary to remote online notarize, using two-way audio-video technology. -
41
Volody Litigation Management
Volody
Volody’s Litigation Management Software (LMS) leverages AI and machine learning to streamline case, task, and notice management for legal teams. The platform automatically fetches case data from over 100 official websites, providing daily updates and comprehensive case details to keep users informed. It centralizes document management and sends automated reminders for critical deadlines, helping ensure compliance and timely action. The software also tracks litigation expenses and evaluates lawyer performance for better resource management. Integrated with popular tools like DocuSign, Salesforce, and Google Docs, Volody’s cloud-based LMS improves collaboration and contract workflow efficiency. With offices in India, Canada, and the USA, Volody supports global enterprises in managing litigation and contract lifecycles. -
42
Clara
Clara
The tools you need to manage and grow your business. Start today or seamlessly transfer in from your existing cap table provider. Be guided by industry experts throughout the digital process. Say goodbye to big legal bills and enjoy our transparent pricing. Digitally form companies in key jurisdictions, including ADGM, DIFC, Cayman, Delaware, Singapore, and Saudi Arabia. Start today or seamlessly transfer in from your existing cap table provider. Use our free DocuSign integration to collect signatures and keep everything safe and automatically categorized in our smart data room. Generate legal documents in seconds and share them with others to review, comment, and amend. Create your own customized templates. Our documents are meticulously crafted by seasoned lawyers with decades of experience. Digital formations in jurisdictions preferred by investors. Automate your ESOP and cap table management. -
43
Team Sports Admin
Team Sports Admin
Thousands of sports organizations of all sizes—from local select programs to MLB™ branded youth organizations—utilize Team Sports Admin's platform and services to accept payments, sign legal documents (via DocuSign™), and manage their organizations online. Managing sports organizations is hard. We know because we’ve done it (and continue to do it) ourselves, and we live and breathe simplifying sports organizations every day with our customers. Our mission is to become the backbone of team sports organizations by building the most capable and easy-to-use platform, and a customer success team that acts as an extension of our customers’ sports organizations. -
44
Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
45
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 -
46
Docusign Insight
Docusign
Intelligently analyze agreements with AI. Drive smarter business decisions while uncovering risks and hidden opportunities with powerful contract analytics. Docusign Insight uses a proven combination of artificial intelligence (AI) technologies—including natural language processing, machine learning and rules-based logic—to help find, filter and analyze agreements across your enterprise. Reveal revenue opportunities and potential profits hidden in your agreements. Empower business to happen faster, without compromising your risk profile. Protect business continuity and optimize your spend under management. Equip business systems with extracted contract data and analysis results. Ensure agreements and processes adhere to legal and business policies. Automate standardized compliance analysis and reporting. -
47
QuickBooks Online Advanced
Intuit
Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.Starting Price: $100 per month -
48
Box Sign
Box
Box Sign's native integration puts e-signatures right where your content lives in Box, powering a simple, seamless signing experience for critical business documents like sales contracts and offer letters. Plus, the Content Cloud helps you manage the entire process, from authoring agreements to getting signatures to retaining executed agreements. Since Box Sign is part of the Content Cloud, you get 1,500+ integrations with your favorite apps like Microsoft 365, Salesforce, and Okta. With a secure content layer and e-signatures built right in, you can close deals faster, work with partners more effectively, and onboard new employees virtually. Give your teams, customers, and partners the best experience by embedding Box Sign into your website and custom applications. Our easy-to-use APIs and developer-friendly tools enable you to extend the power of e-signatures everywhere your business needs it.Starting Price: $10 per month -
49
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. -
50
Crosstalent
Crosstalent
No long-term commitment. Pay only for the required number of users. Add users as and when you want. Adjust or cancel your contract on each anniversary date. From the Salesforce App (available in the Apple AppStore or Google Play), all your apps and content are available on mobile and tablets immediately. Crosstalent is available on AppExchange, the business app store from Salesforce. Add LinkedIn, DocuSign and many other add-ons to your HR application. Crosstalent solutions are based on the technology and hosting of the global Salesforce CRM worldwide leader. Consulting administrative information. Request to update the file (employee, manager). Consultation of the job exchange. Submission of applications. Printing/edition of offers and applications. Competency repository consultation and gateways to other trades. Individualized social report. Entering expense reports. Request for leave of absence. Consultation/editing of personal interview report.Starting Price: $6.76/month/user
