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What is Free Document Management Systems?

Document management software is a set of tools that your team members can use to collaborate effectively on tasks and activities. It can keep all team members updated on the latest happenings and keep project schedules on track. You can store all important materials in a secure hub and give access to team members as needed.Show more The app can also help to boost communication between team members and you can resolve all problems in the bud before they blow up into serious issues. Team members in diverse locations can use document management software to collaborate in real time from their respective places. Therefore, this solution has become essential for companies with employees in multiple locations. We suggest you take a look at the leading applications in this category and give special consideration to the current leader PandaDoc.Show less

How was this ranking made?

In order to devise this ranking of best Free Document Management Systems we have evaluated trending apps currently present on the market, analyzing their features, ease-of-use, customer support, possible integrations as well as mobile support with our unique SmartScoreTM rating algorithm. This list has been prepared by Nestor Gilbert, our B2B expert dedicated to the Free Document Management Systems category.

List of Top 12 Free Document Management Systems

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1. PandaDoc

Our score: 9.2 User satisfaction: 95%

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

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2. Wrike

Our score: 9.7 User satisfaction: 99%

A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights.

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3. Oneflow

Our score: 8.6 User satisfaction: 98%

Through Oneflow, sales teams can create responsive, interactive sales proposals and contracts that clients can sign digitally. Live editing ensures that all parties are on the same page during negotiations. Plus, contract analytics help managers keep close track of individual and team performance.

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4. Filemail

Our score: 8.9 User satisfaction: 98%

Offers fast sharing and transfer of files of any size, type, and format. Security features such as end-to-end data encryption and password protection prevent unauthorized access to files. Businesses also get plenty of white-label capabilities for integrating file upload forms on their websites.

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5. Samepage

Our score: 8.9 User satisfaction: 99%

Samepage is an all-in-one solution for document management, team collaboration, and communication. Its document management tool keeps everyone in the team updated on the latest versions of relevant documents, including all the notes. Samepage also integrates with Dropbox, Google Drive, Onedrive, and Box for easy file-sharing with these applications.

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6. Encyro

Our score: 8.8 User satisfaction: 96%

A multipurpose tool that allows for email encryption, e-signature collection, and secure file-sharing. The platform also helps tax preparers comply with IRS requirements through SMS- and knowledge-based authentication.

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7. Signaturely

Our score: 8.8 User satisfaction: 97%

A free cloud-based e-signature solution that allows users to collect legally binding signatures on electronic documents, employment contracts, and business deals among others. It comes with 45 free templates so users can easily get running on the get-go.

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8. Fill

Our score: 8.8 User satisfaction: 97%

An all-in-one contract management software that helps individuals and businesses create, send, and track documents online. Fill lets you import documents or use built-in templates, customize fields, assign signers, and set up automation to streamline workflows.

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9. Nimbus Note

Our score: 8.7 User satisfaction: 97%

Nimbus Note can be used across all your devices, allowing you to collaborate with your team members and share your notes for future usage.

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10. Zoho Docs

Our score: 8.5 User satisfaction: 99%

A cloud-based software for online collaboration and file management. Zoho Docs offers a free document management and collaboration platform with desktop file sync, file versioning, task and reminders, custom branding features, and more. Zoho Docs seamlessly integrates with Zoho apps, DropBox, and Google Drive.

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11. Nanonets

Our score: 8.4 User satisfaction: 96%

Nanonets use AI to automate manual data entry by instantaneously and smartly capturing data from documents.

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12. FilesDNA

Our score: 8.0 User satisfaction: 100%

FilesDNA is a user-friendly e-signature solution that empowers companies and individuals to quickly verify official documents and records.

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Free Document Management Systems Guide

Table of contents

Digitizing document management plays a crucial role in increasing productivity and improving efficiency in business operations. Because of this, utilizing modern technologies that automate critical document management processes–organizing, sharing, versioning, electronic signing, and more–has become a standard protocol across various industries.

But while adopting a good document management system free of charge is an easy decision, choosing the right one is the real challenge. This is especially true for SMBs and individual professionals who need to factor in their budgets on top of the technical aspects they have to consider. Although free document management systems are the ideal options in these circumstances, some of them fall short in providing even the most basic functionalities–worse, some even pose security risks.

If you are an independent professional or a small business operator looking for a cost-efficient but reliable document management platform, this guide can help you narrow down your options to the best software solutions in this category.

Get to know each product with free trial

Signing up for free trial versions is a great way to assess if a document management solution fits your needs. The features offered in a free trial or completely free plans, however, are typically only equipped with basic tools and/or restricted to a number of users. But despite these limitations, new users can still get a good understanding of how to navigate the platform and if it has a good potential to suit their document management needs and requirements. And when it comes to choosing which document management systems to try out first, PandaDoc, Wrike, Fill, Oneflow, and Encyro are highly recommended based on our SmartScore rankings.

Targeted Businesses

Free document management solutions are ideal for the following types of businesses and organizations:

  • Small startups. Small businesses, especially those that are still in the startup stage, need a good document management solution to store, organize, and easily share and access their electronic files and documents.
  • Medium-sized businesses. Growing businesses that are in the process of transitioning from manual to digital document management can take advantage of the free standard tools, such as online storage and organization, versioning, electronic signing, and more.
  • Remote teams and professionals. Professionals working independently or as part of small teams operating remotely can utilize fee document management platforms for collaboration purposes.

What are examples of free document management systems?

Here are some of the popular document management systems that offer completely free tools:

  • PandaDoc. This leading document management software allows users to upload an unlimited number of documents and collect signatures electronically from anywhere in the globe.
  • Wrike. Another popular software in this category is Wrike. It comes with a variety of features, such as smart search, OCR document processing via mobile, and file-sharing. Furthermore, its free version also provides users with task and scheduling management tools for small teams. 
  • Oneflow. Oneflow’s free plan enables users to create digital contracts and upload PDF documents that support electronic signatures. This cloud-based solution also provides users with a virtual platform where they can work on documents in one collaborative space.
  • Encyro. Encyro brings in more than 16 layers of security to make sure that your documents are protected, from upload to sharing to storage. This document management platform also automatically organizes your files and documents and allows users to create backups in multiple locations to avoid document loss.
  • Zoho Docs. A small team of five or fewer members can sign up for the free version and gain access to file upload and versioning, desktop sync feature, file collaboration, built-in chat functionality, integration with Zoho Office Suite, and more.

Types of Free Document Management Systems

There are two types of free document management solutions and they are the following:

  • Cloud-based. Currently the more popular type of software systems, cloud-based solutions are often more affordable and easier to use. Document management platforms under this type are hosted by the service provider, which also takes care of maintenance and updates. Cloud-based apps are accessible online and typically offered in monthly or annual subscription plans should clients decide to upgrade after the free or free trial version.
  • Self-hosted. Unlike the cloud-based document management solution, self-hosted is housed in the company server and requires regular monitoring and maintenance by the IT team. After purchasing the license, which is typically a one-time payment, businesses can configure the software to match their needs.

Key Features of Free Document Management Systems

Free document management solutions provide users with the basic tools that allow them to keep documents and files organized in a secure location, collaborate in real time, and more. Some of the standard tools you may want to look for in free document management apps are the following:

  • Centralized document storage. This allows users to easily access the files or documents they need for updating, sharing, or other purposes. 
  • Document editor. This includes the capability to simplify making necessary modifications to PDF documents, such as updating dates, etc., fixing typographical errors, adding notes, and more. 
  • Electronic signature. A good free document management solution provides users with the capability to securely collect legally binding signatures either natively or via third-party app integration.
  • Version control. This allows users to view and access different versions of a document without the need to create multiple copies.
  • Access control. Take control of who can view, edit, or share documents by implementing user- or role-based restrictions. 
  • Mobile application. Free document management systems with dedicated mobile apps make it easier for users to upload, access, and share documents on the go.
  • Audit trail. This allows you to see the specific changes in a document, who made them, and when the modifications were created.

Benefits of Free Document Management Systems

Aside from the reduced cost, using free document management platforms offer the following benefits:

  • Centralized digital document management. This significantly reduces paper-based documents and makes it easier for businesses to streamline document management processes, such as keeping them secure, organized, updated, and accessible to other users.  
  • Improved collaboration. Multiple users can work on the same documents, making it easier to keep track of the latest versions, who is working on which file, and the changes being made. 
  • Remote access. Because all documents are stored digitally in one place, users from different locations can access them easily.
  • Enhanced data security. Good free document management solutions comply with the latest security protocols to protect your data online.
  • Increased productivity and efficiency. According to the most recent document management statistics, more than 50% of business organizations believe that using SaaS solutions like document management systems increases their productivity.

Before You Implement One: Preparation Tips

Part of effectively adopting new technology is making sure that you are fully prepared for it. Below are some of the steps you may want to consider before you transition into a free document management solution:

  • Make sure everyone is on board and on the same page. Implementing a new technology means there will be changes in how you operate internally. Make sure that every member of your team is aware of these changes and that they understand the reasons behind the transition, how it will affect them, and its impact on your business. 
  • Conduct training if necessary. Although free document management systems are typically user-friendly, you may still have to train your team members on how the software will be used as part of your internal operations.
  • Prepare your physical documents for digitization. This process can be tedious but absolutely necessary. Sorting out your physical documents and creating digital copies make the process of uploading and organizing them on your digital storage faster and easier.
  • Check the reliability of tech/customer support. There will be times when you will need to reach out to your service provider’s support teams. Make sure to test if they are responsive and helpful by establishing contact as early as possible.
  • Consider the software’s scalability. It is important to keep in mind that you will not be using the free version of a document management solution forever. This is why it is important to also assess if the features and capabilities offered in the premium versions are what you are going to need as you grow your business.

Business process technologies have been making improvements at a rapid pace to adapt to the changing work environment. Document management solutions are not left behind and here are some of the latest trends:

  • Increased AI adoption. Artificial intelligence and machine learning technology play significant roles in improving the automation of various processes, such as document classification and categorization.
  • Improved integration capabilities. Document management solutions are responsible for storing various types of content and information used by different departments. Improving the integration capability of document management platforms, information sharing within a business organization will flow smoothly and more efficiently.
  • Enhanced mobile compatibility. The reputation of smartphones in professional and business settings still straddles the fine line between them being distraction devices and productivity machines. But as the demand for convenience and mobility grows among professionals, developing mobile app counterparts of cloud-based solutions has turned into a necessity.

Potential Issues

Just like other business applications, free document management systems are not 100% flaw-free. Here are some potential issues you have to be aware of when it comes to using this business technology:

  • Limited storage space. This drawback applies to both free and premium versions of document management solutions. The amount of storage space varies depending on the subscription plan users sign up for or the add-ons purchased.
  • Limited tools. Free document management platforms are typically equipped with standard tools that enable users to upload, store, and access files from a single location.
  • Pricey premium versions. While cost is not an issue when it comes to adapting and using a free management system, its capabilities are not enough to support an expanding business. Scaling up with premium plans is a natural part of business growth but this also comes at a price.

The Bottom Line

Free document management systems allow small businesses and startups to catch up with the rapidly growing digitization of business processes. But despite the ideal notion of adopting free technology, transitioning to a new software system requires a lot of consideration that goes beyond cost-efficiency. Knowing your business’ current needs plays a significant factor in identifying the right software with the right tools to get you started. Meanwhile, understanding the direction you are going to take as your business grows is just as important in helping you make an informed decision on which free document management system suits you best.

List of Free Document Management Systems Companies

Order by:

Newest
  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
Nanonets reviews

Nanonets

Free Document Management Systems
8.4
$499
96%
Fill reviews

Fill

Free Document Management Systems
8.8
$8.33/month
97%
Filemail reviews

Filemail

Free Document Management Systems
8.9
$12
98%
DGLegacy reviews

DGLegacy

Free Document Management Systems
8.0
$5.99
97%
FilesDNA reviews

FilesDNA

Free Document Management Systems
8.0
£4
100%
Signaturely reviews

Signaturely

Free Document Management Systems
8.8
$10
97%
Nimbus Note reviews

Nimbus Note

Free Document Management Systems
8.7
$4.99
97%
Hey Ants reviews

Hey Ants

Free Document Management Systems
8.0
$9.99
100%
Bit.ai reviews

Bit.ai

Free Document Management Systems
8.0
$12
-
BVDash reviews

BVDash

Free Document Management Systems
8.0
$19
96%
Encyro reviews

Encyro

Free Document Management Systems
8.8
$9.99
96%
Oneflow reviews

Oneflow

Free Document Management Systems
8.6
€17
98%
Microsoft OneNote reviews

Microsoft OneNote

Free Document Management Systems
8.2
Free
97%
Folderit reviews

Folderit

Free Document Management Systems
8.0
€8.99
100%
Nitro Cloud reviews

Nitro Cloud

Free Document Management Systems
8.0
$19.99
98%

Things to consider when you invest in a SaaS

First, be clear about the reasons why you want to use a SaaS system. You should also have a good understanding of your existing infrastructure and business processes. This information will assist you to easily integrate the SaaS program with your existing infrastructure without any problems.

The second consideration is a follow up to the first one. Ask yourself what you want the SaaS service to do for your organization. Then, be clear about the functionality the app should have. For example, if you want enhanced data collaboration between different business units you need a system that can be accessed by multiple users. However, if you require an efficient system that is similar to an on-premise solution, you need to invest in a SaaS product that can be accessed by only a few users at a time.

After you choose a suitable vendor, do not sign a contract before you take a good look at the Service Level Agreement (SLA). The SLA will clearly define what the SaaS provider is offering and the compensation they will pay if they do not deliver the agreed services. Read and comprehend the SLA thoroughly to recognize what you are getting into and to avoid concerns later.

Frequently asked questions about Free Document Management Systems

What is the best free document management system?

The best free document management software is PandaDoc. This is ideal for SMBs transitioning to paperless operations as it provides them with a completely web-based platform. Its free plan offers unlimited document upload and an unlimited number of legally binding electronic signatures. PandaDoc also has its own mobile application where users can manage the entire lifecycle of their documents, which includes the ability to keep track of the status of the documents sent. Furthermore, PandaDoc’s free plan enables users to accept payments via credit card, ACH, or PayPal.

What are the benefits of a free document management system?

Below are some of the most important benefits free management solutions offer to SMBs:

  • Centralized storage. Free document management solutions help businesses eliminate the inefficient practice of paper-based documentation. By providing businesses with digital storage, all of their files and documents are secure, organized, and accessible from any location. 
  • Faster retrieval. Locating specific documents can be very time-consuming. Free document management platforms provide users with smart search tools to help them locate the files they need faster.
  • Improved collaboration. Free document management solutions allow multiple users from different locations to work on the same documents.
  • Better security. Digitizing document management significantly reduces the risk of damage, loss, and unauthorized tampering of important files.
What are the features of a free document management system?

Document management solutions may offer different sets of free tools but here are some of the standard features you may want to look for:

  • File upload and storage. This allows you to upload and keep different files and documents to digital storage from your desktop or mobile device.
  •  Document editor. Having this feature allows you to make modifications to your documents without having to create and upload a new copy.
  • Access control. This gives you control over the users who can access and make changes to important documents. 
  • Audit trail. With this feature, you can keep track of the users who access and modify files and documents.
  • Mobile application. This allows users to manage and monitor the status of documents in the system even while on the go.
What is the easiest free document management system to use?

Free software solutions are typically designed to be user-friendly. In this category, below are some of the free document management platforms that take the top spots for their usability:

  • Encyro. Encyro offers a set of easy-to-use tools for file-sharing and sending secure emails and documents. It also automatically organizes your documents by contact, which reduces the time you spend on locating specific files. Furthermore, Encyro makes collecting electronic signatures easier as you can schedule reminders, track e-sign status, and send notifications for expired e-signature requests with just one click.
  • Samepage. Primarily a collaboration platform with a robust file management feature, Samepage can be easily set up and integrated with third-party applications you use in your business operations.
  • Zoho Docs. This comes with user-friendly tools for communicating and collaborating with other users, controlling file access, file versioning, and more.
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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