Best Document Management Software for Small Business - Page 3

Perftech.DocSay Document Management Solution. Perftech.DocSay provides comprehensive document and information management in a modern environment. The solution is highly customizable, allowing it to be adapted to your business environment and processes. Perftech.DocSay lets you manage different aspects of documentation including ISO documentation management. Invoice management, project management documentation management and quality management. You can also store original documents such as contracts and quotations. Mail - Process incoming mail, including all related procedures. Validation and capture of invoices Archiving ERP documents electronically Project Management documentation Quality Systems Documentation Management (ISO ,...) Automating document workflows The openness of the system makes it possible to integrate with ERP systems. Flexibility

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate

DigiParser automates document workflows and extracts data from documents such as invoices, contracts forms, resumes and receipts. It uses advanced OCR, machine learning, and data extraction to extract, validate, process, and convert documents into structured CSV or JSON formats. Users can create custom parsers, automate workflows and integrate the extracted information into tools such as Zapier, QuickBooks Xero Salesforce, Google Sheets etc. DigiParser allows for team collaboration through flexible billing options. This allows multiple team members to be able to work on different Parsers. Its features, such as schema customization, review phases, and workflow automation ensure high accuracy in data extract while saving time and reducing the manual work.

Complete document lifecycle management. Any electronic document can be controlled, including Microsoft Office files Word, Excel PowerPoint PDF, AutoCAD, SolidWorks. Control document releases. Documents that are new. Revisions to existing papers. Obsolete documents. Ensure that all approvals are documented. Electronic signatures should be captured. Email alerts to notify reviewers Organize electronic documents. Organize electronic documents by type, department, and owner. For quick reference, group related documents. Training requirements are reset with new releases User login: Define passwords and privileges. Simple and effective reports. You can measure the effectiveness of your document management system. You can install on your local server, or use our Cloud QMS solution. Manage Training Records. Define job descriptions / roles and responsibilities. For revision control documents, define training requirements by position (standard training required for each position) and by employee (special training required for each employee).

TLM QMS Software is a powerful and robust quality, risk and material management software (QMS) which is validated and 21 CFR Part 11 compliant. TLM is a cutting-edge, all-in-one quality management system that can be customized to integrate with online CRM software, QuickBooks or ERP databases. Total Lean Management (TLM) QMS Software is specifically intended to be a low cost, highly integrated, flexible and continuously improving landscape to which specialty systems can be added where needed to create the digital business landscape that enables work flows the way your company needs them to work.

UserWay is a pioneer in AI-powered web accessibility technologies designed to dismantle digital accessibility barriers, Their suite of accessibility solutions assist over 60 million users with disabilities daily as they help to make every digital touchpoint intuitive and inclusive. By bringing a distinct blend of legal, accessibility, and technical expertise together, UserWay’s digital accessibility compliance products support continuous adherence to accessibility laws and guidelines, such as WCAG 2.2, ADA, EN 301-549, and Section 508. Beyond their state-of-the-art Accessibility Widget, UserWay's Accessibility Plugin adds accessibility into websites on platforms like Shopify, Wix, and WordPress with native integration. Their Accessibility Scanner automates violation detection and Accessibility Audits provide remediation in real-time. Find out why millions trust UserWay for their digital accessibility and compliance needs.

Adobe created PDF, which stands for Portable Document Format, to facilitate document exchange. DoPDF is a free PDF printer that creates PDF files. It can convert any type of printed document to PDF files once it is installed. DoPDF installs itself as an automatic virtual PDF printer driver. After a successful installation, it will be listed in your Printers & Faxes list and in the All Programs list. You can convert to PDF using doPDF in two ways. This is exactly the same as printing to a regular printer. However, the PDF file will not be printed. Use the doPDF Startup window. DoPDF has an executable file that you can run to launch a conversion wizard. It is accessible from the start program group.

SodaPDF is the software solution that will help your business achieve any document goal quickly and easily. You can edit, create, convert and sign PDFs according to your requirements. Use the best PDF editor and converter to modify documents. Our PDF tools are easy to use and can be used to simplify any document workflow. Our Batch tool is the fastest Microsoft Office-to PDF converter on the market. It allows you to create multiple PDFs or convert them all at once. You can also add page numbers, watermarks and Bates numbers to multiple files or folders. Our E-Sign feature allows you to sign, manage and track electronic signatures remotely. OCR Edit saves time and eliminates the need to retype text. It allows you to quickly search, recognize and modify any image or scanned document. Access the entire Soda PDF suite of tools and services from your desktop or any device that has a web browser.

Create, review and edit PDF Documents with this full-featured PDF editor available for Windows, Mac, and Linux. PDF Studio is easy to use and a dependable substitute for PDF editors such as Adobe® Acrobat®. It contains all the PDF features and tools needed at a much affordable price, maintaining full compatibility with PDF standards. PDF Studio Standard Features: -Create PDFs -Scan to-PDF -Annotate and markup PDFs -Precision Measuring Instruments -Fill in and Save PDF Forms -Secure Documents -Append/Delete Pages -Create Watermarks, Headers, Footers -Loupe, Pan & Zoom, Rulers, etc... -Document Storage Integrations -DocuSign Integration -Supports PDF 2.0 standards PDF Studio Pro Features: -All features in Standard, Plus... -Interactive Form Designer -OCR (Text Recognition). -Content editing (Text and images) -Redact & Sanitize PDFs -Compare PDFs -Optimize PDFs -Digitally Sign PDFs -Advanced Imposition

pdfRest API Toolkit was made by developers, for developers. Rapidly integrate PDF workflows with your business applications, simply and seamlessly. pdfRest API Toolkit includes all the PDF processing tools you'll need, designed and developed by digital document experts with decades of experience to make your job easy: PDF to Word, PDF to Excel, PDF to PowerPoint, Add to PDF, Extract Text, Query PDF, Convert to PDF, PDF to Images, Convert to PDF/A, Convert to PDF/X, Compress PDF, Linearize PDF, Flatten Forms, Flatten Transparencies, Flatten Annotations, Flatten Layers, Merge PDFs, Split PDF, Encrypt PDF, Decrypt PDF, Restrict PDF, Watermark PDF, Import Form Data, Export Form Data, OCR PDF, Upload Files, Zip Files. Clear documentation with intuitive endpoints and parameters. Start with sample code in .NET, JavaScript, Python, PHP, and cURL for every endpoint. Gold-standard processing powered by Adobe® PDF Library™. Free to get started with no commitment. Affordable pricing for projects of all sizes. pdfRest was designed for developers, by developers to make working with PDFs as easy and intuitive as possible. Flexible APIs can be called from any language capable of making an API request. Send your first API call in

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Pdftools can help you process thousands of documents, or even millions. The suite of SDKs from Pdftools is designed for industries that are document-intensive. They will make your document workflows faster, easier, and less stressful. The Pdftools products are built on SDKs or APIs. They integrate seamlessly with your existing systems and applications. Process thousands of documents per minute. Our tools are designed to be fast and efficient. We are engineers at heart and only accept the most reliable, usable and well documented platforms. File sizes can be reduced, but quality and interactivity are not compromised. Your documents will be compliant with long-term archiving. We have documented every detail of our products so that you can easily get started.

Textly is an advanced OCR and clipboard management tool designed for macOS, offering effortless text capture from videos, images, documents, and app interfaces. It supports quick extraction of text using powerful OCR technology, while also managing clipboard history for easy retrieval of copied content. Features like URL detection and QR code scanning streamline the process, automatically opening links in the default browser. With intuitive shortcuts and a smooth, user-friendly interface, Textly provides a comprehensive solution for managing and organizing text efficiently across your Mac.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

LuitBiz, a Business Applications Suite that includes Document Management (DMS), CRM (HRM), Employee Self Service, Asset Management (EAM), Business Process Management, (BPM), and Quality Management modules, allows companies to use just one software over the cloud. LuitBiz's Document Management module, "LuitBiz DMS", has version control, workflow management, and many other document-centric capabilities. This module helps companies streamline their documentation processes. The CRM module "LuitBiz" includes modules for Sales, Marketing, Support, and Contacts. This allows companies to manage the entire customer lifecycle using one software. The EAM module helps track the complete lifecycle of the assets starting from purchase to disposal. LuitBiz's HRM and ESS modules help companies streamline their employee processes, from recruitment to exit. They cover all important employee processes such as appraisal, training, pay slips, helpdesk, and so on. The Quality Management module "LuitBiz QMS", allows companies to streamline their SOPs and related forms and workflows to streamline their quality management processes.

Hexamail flow is an email client that includes calendaring, tasks, and contacts. It works with Office 365, Gmail and Exchange on premises, as well as all IMAP/POP3 servers. The GDPR data protection module provides email and office document redaction capabilities, including full PST file import, EML and MSG file import, Office document import, printing output, or PDF generation of redacted material.

FormKiQ is a document management system that can save you months of development time while lowering costs. This is due to its scaleable architecture, built on AWS best-in-class cloud technologies. Based on its API-forward design and robust front-end client, FormKiQ can be headless or web-based, or a little bit of both. And no matter how you integrate, you get 100% of the code, and none of the agony of building document management software from scratch. NOTE: along with the Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system.

Reduce the time spent on paperwork and improve the way you record, track and store data. Create online forms and apps in under 5 minutes with our affordable, drag-and-drop, no-code platform. The software will have you streamlining processes, pinpointing and removing unnecessary, time wasting tasks and increase your ROI. Run your numbers through our ROI calculator if you're unsure ;). Try a 30-day free trial and then let us help migrate 5 of your paper-based forms once you subscribe. Enjoy Enterprise-level features, scaling across screen design types, data connectors and form submissions. Each Appenate package promises the rapid creation and publishing of branded business apps across Windows, Android and iOS devices. Harnessing cloud-based visual tools, users can construct intuitive screens for every use case along with sophisticated dynamic forms for capturing every piece of required data. Supported by out of the box data connectors for a variety of cloud services, extendable with API-based integrations, Appenate uses templates to simplify output. Mobile app users can conveniently format raw data into Word or Excel templates while on the move, before exporting to PDF for email sharing or storage.

OnTime 360 is a delivery management software, built to accommodate custom delivery workflows. OnTime comes with more features for a lower price. This includes a customizable customer portal, an all-in-one driver mobile app, a dispatch interface, and a complete management suite. OnTime offers international support for nearly 300 countries and is easily customizable to support couriers, pharmacy delivery, restaurant delivery, grocery delivery, LTL, B2B delivery, and non-emergency medical transportation. Our low monthly subscription rate includes comprehensive technical support and the features that you use most often in your organization. Flexible integrations are possible with the OnTime API, an EDI Extension, and a custom SDK. Integrate directly with QuickBooks, FreshBooks, or XERO with built-in OnTime extensions. OnTime 360's flexibility and power can be best evaluated by creating a free account. Or if you prefer a personal walk-through of the software, book a live demo to see the software for yourself.

Vialect has been helping companies to connect people, content and capabilities for over a decade. Noodle is an All-in-One platform that provides office staff & remote teams the ability to post ideas, create content, share schedules & have video calls all within a single secure site. On Premise and Cloud hosting available.

Hopted is a cloud-based data automation platform built for Amazon sellers. It connects Google Sheets directly to Amazon Seller Central and other key business tools, streamlining the way sellers manage reports, profitability, and operations — all without the hassle of CSV files. With Hopted, you can pull live data from Amazon — including FBA, AWD, and Ads — directly into your spreadsheets. Instantly access real-time sales, fees, inventory levels, and performance metrics. This gives you a single, reliable source of truth to track margins, uncover hidden costs, and identify your most profitable products. What sets Hopted apart is its 2-way sync: not only can you extract data, but you can also send updates back to Amazon. Update pricing, inventory, and listing details — directly from Google Sheets — without switching tabs or logging into Seller Central. Ideal for Amazon sellers, agencies, and ops teams managing multiple accounts, Hopted eliminates the need for repetitive manual work. No more downloading and formatting CSVs. Just live, accurate data — always where you need it. Whether you’re scaling your private label brand or managing clients, Hopted empowers you to save hours daily, reduce errors, and make smarter, faster decisions. Customizable workflows and spreadsheet-native flexibility give you full control, even if you’re not a technical user. Ditch the copy-paste chaos. With Hopted, Amazon Seller Central finally works the way you do — in real-time, in Google Sheets.

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.

The hyper Content & Digital Asset Management Server allows organizations to have complete control over all digital assets. It also automates processes and reduces costs. You can access all rich rich content by easily integrating it into the creative workflows of both internal and external teams. You can ensure process control through collaborative approval. Use Social Media Networks to share the content. To promote and assure the success of rich content, create customized Brand Portals.

LaizyDoc: The Premier AI Solution for Rapid Business Strategy Document Creation Instantly turn your concepts into refined business documents with LaizyDoc's advanced AI capabilities. This tool is ideal for producing lean canvases, YC-style pitch decks, and developer-ready PRDs, enabling you to cut down on weeks of work through its automated document generation process. LaizyDoc revolutionizes the way business professionals create essential documents by focusing on three pivotal types: lean canvases for early-stage validation, YC-style pitch decks for preparation towards accelerator programs, and detailed PRDs for seamless developer handoffs. The user-friendly three-step method entails selecting your goal, entering crucial business information, and obtaining expertly crafted documents in just minutes. This innovative solution is perfect for startup founders crafting detailed strategies, product managers preparing documentation for sprints, and consultants preparing impactful client presentations. In today's fast-paced business environment, LaizyDoc stands out as an indispensable asset for anyone looking to enhance their documentation efficiency.