15 Best Document Management Systems of 2020

Category: B2B News
What is the best document management software?
The best document management software is PandaDoc, a robust platform that helps you create and share documents online. It streamlines internal processes and accelerates the sales cycle with its rich collaboration and document management tools.

Have you ever wondered how many paper-based documents your organization produces every day? You probably don’t. After all, without any form of electronic or digital document management software, you’ll have mountains of files and would probably run out of storage space for them. Luckily, with the solutions available today, you can have a secure online repository of your documents where you can easily search, retrieve, and share files. These applications modernize file organization and document sharing, translating workflows into efficiency, productivity, and savings.

In this article, we’ll focus on the 15 best document management systems that you can choose from. Whatever solution you go for, consider how it performs in terms of central file storage, scalability, accessibility, time and cost efficiency, and other core functionalities. In no time, you’ll be able to pick one that best suits your needs.

leading document management solutions

Companies spend $20 to file a document, $120 to find a misfiled document and $220 to reproduce a lost document. Moreover, professionals spend 5 to 15% of their time reading information and up to 50% of their time finding them. These are the results of using traditional paper-based filing methods.

In addition, a Pricewaterhouse Coopers research estimated that over 4 trillion paper documents are produced in the United States alone and growing at an alarming rate of 22% per year. For Mother Nature, those are millions of fallen trees. For businesses, those are billions of dollars spent on time and money.

No wonder why SmallBizTrends found that 82% of employees welcome the use of document management solutions (DMS) to name and tag office documents. DMS, by the nature of its function, has grown to encompass capabilities and tools for collaboration, security, workflow, auditing, and managing electronic documents. In mobile devices alone, employees can access files and collaborate on documents when they have the right DMS.

Here, you’ll get to know below the 15 best document management systems that can help you go digital, automated, and paperless. We will walk you through you to each software’s key features and help you pick the right one that fits your business.

1. PandaDoc

PandaDoc Dashboard

PandaDoc is a leading online document management platform that lets you create, deliver, and share documents online. It allows for legally binding e-signatures and supports various document formats like PDFs, Docs, and other preexisting digital documents for faster paperless transactions and processes. The software works well with quotes, contracts, agreements, and other sales collateral, and is ideal for use by your HR, sales, marketing, finance, legal, and operations departments. For that matter, any business or organization can reap the benefits of document management software like PandaDoc in terms of document building, sharing, and delivery.

You can use all the features for free for a period of time to see if the software matches your needs. 


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Try out PandaDoc with their free trial

The software is an all-around document management platform that enables you or any concerned individuals to approve and sign documents anywhere at any time with the built-in e-signature function. It comes with a robust but easy to use document creator with drag and drop editor, allowing you to quickly come up with all kinds of business documents such as proposals, business plans, contracts, and quotes, among others. Documents can be personalized to carry your brand, and customized with whatever elements such as text and images.

Detailed PandaDoc Review

What is unique about PandaDoc?

  1. Granular-level analytics. It lets you track in real-time where your documents are, at what stage they are in (drafted, sent, received, opened, completed), what happens to your document when you send or email it, and how much time your recipient spent on each section and page of your document.
  2. Collaborative solution. In-proposal activity logging and commenting lets you or your teams work out deals and agreements with your customers, reducing your close time and accelerating workflows and processes.
  3. Reflect your brand all the time. Templates and content from the built-in library can be customized to reflect your corporate brand like name and logo, and editable to include graphics, texts, and other elements.
  4. Integrated platform. Almost two dozen tools and features converge in one unified package. Add to that its extensive integration capabilities, and you have an all-in-one document management platform in PandaDoc.

2. Zoho Forms

Zoho Forms dashboard

Zoho Forms is an online form builder perfect for all business sizes. It helps you create and manage online forms by using a variety of field types and customizable themes. You can start from scratch or choose from the many templates available. The form creator tools, which include an automated calculation field, are also handy in personalizing payment forms. Plus, you can connect your forms to secure payment solutions like Paypal, 2Checkout, and more.

Zoho Forms

Zoho Forms

Try out Zoho Forms with their free trial

The application also supports multi-page forms. By simply adding a page break, you can add and rearrange pages in your forms as needed. Page rules can also be modified to help your respondents navigate to specific pages based on their answers.

Moreover, you can use email campaigns, QR codes, and links to share your forms on social media, or you can embed the forms on your website.

Detailed Zoho Forms Review

What is unique about Zoho Forms?

  1. Publish forms anywhere. Zoho Forms allows you to publish your forms on any platform, be it on your social media or your website. With the mobile version of the software, your respondents can fill up forms even when they are offline.
  2. Smart analytics. A built-in analytics tool helps you gain deeper insights from form statistics, custom reports, and traffic sources.
  3. Personalize your emails. You can create and send personalized emails to your respondents, attach a PDF copy of the form response, or give them a link that lets them edit or update their forms.
  4. Distribute workload. Zoho Forms automates your workflows and turns submissions into tasks that are automatically assigned to the right team member.

3. PinPoint

PinPoint dashboardPinpoint is an innovative solution designed to help businesses, large and small, efficiently manage and organize documents in a single system. Boasting a wide range of powerful features, the platform enables users to securely store documents, set up workflows, and communicate from one centralized hub. Primarily, the system caters to the needs of multiple industries including banking, legal, healthcare, education, municipality, manufacturing, retail, clinical, credit union, property management, and automotive.

PinPoint key value propositions are centralization of organization documents, compliance and document security, and file retrieval. When it comes to document management, the solution allows you to create electronic folders, cabinets, subdividers, and document types to suit your organization’s needs. In doing so, it ensures that no document is lost or misfiled. Ultimately, it saves you the cost of replacing lost documents and time spent finding the misfiled document.

Moreover, PinPoint offers a powerful compliance feature that empowers businesses to adhere to different compliance standards. From HIPAA, DOD, and OSHA to FDA, SEC, and FACTA, the tool ensures that all certification specifications are strictly followed. Most importantly, when new rulings are made, the compliance function is updated to help businesses adapt to the resultant changes with ease.  Also, PinPoint is built to accommodate different levels or role-based security to curb intrusion by unauthorized persons.

What’s more, PinPoint features a powerful OCR engine and Content Search Manager that facilitate easy and fast lookup of documents. Document search can be done using keywords or full-text searches.

Detailed PinPoint Review

What is unique about PinPoint?

  1. A comprehensive set of features. PinPoint offers all the core features you would want from a document management system. Besides streamlining document management, the platform provides tools to automate workflows and improve team collaboration. 
  2. Compliance. Additionally, PinPoint enables businesses to comply with different regulations and standards like HIPAA, OSHA, FACTA, SOX, DOD, SEC, and more. 
  3. Document security. Besides accommodating multiple levels of security, the solution helps administrators to give specific users access to the document library. Even better, the admin can define what aspects of the library a user can access based on their roles. 
  4. Reasonable pricing. The pricing is based on the number of users, which makes PinPoint a great solution for businesses of different sizes. Even more, there is no restriction on the number of features you can access even on the basic pricing plan.
  5. Flexibility. When it comes to deployment, PinPoint can be implemented as a cloud or self-hosted solution. This enables you to create a document management workspace that is as flexible as you require.

4. PDFelement Pro

pdfelement pro dashboard

PDFelement Pro is a fast, smart, and affordable PDF editor that boasts ease-of-use and full control over your PDF content, as well as customization and modification options. It comes with intelligent technology, letting you perform all desired modifications without affecting the formatting or style of your documents. The app offers an intuitive interface and simple navigation based on fully-optimized UX designs. Although it is stacked up against the established and pioneering Adobe Acrobat, PDFelement is positioned as a viable alternative and has grown to become the DMS platform of many Fortune 500 companies.

PDFelement Pro

PDFelement Pro

Try out PDFelement Pro with their free trial

Similarly, small and medium companies can take advantage of the software’s capabilities to further redefine their workflows. It lets you annotate PDFs quickly, create and convert PDFs from/to other file formats, fill forms and sign contracts easily, and use OCR to transform scanned PDFs into editable text. Its text editor supports intelligent paragraph recognition, which matches different fonts and styles and allows easy data export in any desired format. PDFelement is an on-premise software for Windows and Mac machines and is priced on a per computer install basis.

Detailed PDFelement Pro Review

What is unique about PDFelement?

  1. Enterprise-grade protection. PDFelement goes beyond standard protection by offering 256-bit AES password encryption to protect PDF files and allowing you to redact text, create and manage digital signatures, and assign permissions for team members.
  2. Robust editing and Optical Character Recognition (OCR). You can edit scanned files using the system’s optical character recognition feature, which makes documents searchable and selectable in more than 20 languages.
  3. Convert hundreds of file formats. The software is able to convert over 300 file formats into professionally-looking PDFs and even allows you to merge whole files and reorganize pages regardless of the original setting.
  4. Extract and convert PDF documents. It brings extensive converting capabilities – all of your files can easily become HTML, images, Microsoft docs, and so on. You can person batch conversion or split files into several smaller docs with different formats and then extract them to a convenient location.

5. eFileCabinet

eFileCabinet dashboard

eFileCabinet is regarded as one of the most secure and scalable DMS today, offering enterprise capabilities at small business prices. It is a one-stop-shop document management solution that covers a variety of delivery modules, allows for easy and fast upload, and simplifies data migration. It offers totally customizable workflow automation, advanced search to give you quick access to documents, out of the box integration to swiftly get you up and running, and data governance, which guarantees that your data is always safe and compliant.

While eFileCabinet is targeted at small and developing businesses, larger companies can also take advantage of its features since it offers more than just storing and sharing data but also new ways to interact, leverage, and execute data. These are made possible with custom-built workflows, templates, smart scanning intelligence, and native security coverage of your important files and documents. It provides integration with leading accounting platforms, sales, e-signature, and office tools, and is being offered in four low-cost monthly subscription plans.

Detailed eFileCabinet Review

What is unique about eFileCabinet?

  1. In-cloud and on-premise deployment. The solution gives you the option if you want it on the cloud or on your local machines without sacrificing functionality and capability.
  2. Mobile optimized. You can use the software and access your data from literally every device with its HTML 5 capability that ensures the system fits every screen where it is being displayed.
  3. Special features. Among its handful of special features include the Zonal OCR tool that recognizes recently used files, routes them to the recipient, and then saves them into the most appropriate cabinet/drawer without requiring any human interaction. Another is the SideKick feature, which lets you create an icon for every particular drawer, folder, or operation, and access them immediately without browsing the system.
  4. Extensive customer support. A team of document management experts is accessible by phone, email, ticket, or live chat. Also offered are daily live training, on-demand training webinars, live onboarding, in-software support, forums, as well as online documentation.

6. Backlog

Backlog dashboard

Backlog is a project and code management system that helps you keep track of your projects, from planning, distributing tasks, right down to completion. It provides you with collaboration tools in a simple yet powerful interface. It also comes with file sharing features to keep all related project files in a single, collaborative workspace.

The comments and file attachment features of Backlog allow your team to work together and finish more tasks faster. You can add files under the comment sections, or you can simply upload them to centralized file folders. In addition, Backlog provides your team with a single source of truth by creating custom fields or wiki pages that everyone can access and edit.

Detailed Backlog Review

What’s unique with Backlog?

  1. Collaborate on codes. Backlog has version control features to help you monitor and compare code changes.
  2. Contextualized communication. You can have more visualized and expressive communication with your team through a tagging feature and built-in emojis.
  3. Bug tracking. Backlog comes with bug tracking tools that can easily capture and monitor issues.
  4. Invite developers and clients. The platform lets you invite your clients, developers, and other teams for a more efficient project collaboration.

7. Samepage

Samepage dashboard

Samepage is an award-winning project collaboration software that brings you collaborative tools, communications solutions, and document management capabilities in one cloud-hosted platform. Its all about productivity, which Samepage lets you achieve through features and capabilities that include team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. The software is designed to help teams of all sizes manage projects and get more done in a single easy-to-use workspace.

This comprehensive collaboration solution for business teams gives you functionalities such as scheduling, discussion topics, meeting agendas, files, instant messages, conversations, and task lists. It is ideal for companies and organizations such as educational and non-profit organizations, marketing firms, and real estate agencies. It can be implemented across teams of employees, vendors, partners, consultants, and customers and lets you compile files, images, videos, conversations, and maps, allowing you to maximize the advantages of a collaboration platform.

Detailed Samepage Review

What is unique about Samepage?

  1. Extremely affordable plans. Only two plans are offered, and one of them is even free for up to 10 teams with all the features tucked in. The other is a Pro plan that carries a single-digit monthly subscription price for an unlimited number of teams.
  2. Content plus context. All the information about your project is on one page, bringing together project content, tasks, and team conversations, so everyone always has context and is up to speed.
  3. Collaborate with anyone. You can share projects, documents, and files inside your organization as well as with outside contractors, consultants, partners, and clients while easily setting permissions for each individual.
  4. Keep all your documents in one place. Samepage makes it easy to keep your files up to date for you and everyone on your team. You can upload files of any format to your team’s page, and anyone on the team can access, view, edit and save them.

8. Synology Drive

Synology Drive dashboard
Synology Drive is a cloud-based file sharing platform with large storage capabilities. Perfect for home and office use, it allows you to have complete data ownership and the freedom to choose your own Synology NAS server. A desktop version of the software automatically syncs your files so any changes you make are reflected across computers. It comes with an on-demand sync feature that lets you see files in the synced folders, with the exception of certain subfolders or files that you have chosen to exclude.

Furthermore, you can enable real-time or scheduled backup of important files and folders. This way, you will always have a backup in case of accidental deletion of your files. A restore feature allows you to undo changes made to your documents and restore the previous version. What’s more, Synology Drive has an Intelliversioning algorithm that detects the most significant changes in your files.

Detailed Synology Drive Review

What is unique about Synology Drive?

  1. Share files from anywhere. Whether via web browser or mobile application, you can quickly share your files with your team from any location and even when you are on the go.
  2. Cross-office file sharing. Synology Drive supports cross-office file sharing by keeping selected folders and different Synology NAS servers in sync.
  3. Set access controls. You can set flexible sharing permissions and access controls suited to any deployment scenarios.
  4. Restore file versions. Synology Drive servers have the capability to restore files and folders even on the client side.

9. Templafy

Templafy dahboard

Templafy is a document creation solution that gives you a smart way to manage, dynamically update, and share business document templates and brand assets throughout your organization, from anywhere and on any device. It lets you create presentations and documents, integrate with your office apps, and maintain your corporate look across letters, emails, presentations, contracts, and other communication materials. It makes content governance a breeze, allowing your administrators to centralize document templates and update content on a single, simple to use platform.

Templafy can connect and work with digital asset management software, making it easy to implement a company-wide document template management strategy that’s always accessible across multiple devices, apps, browsers, and operating systems. It scales to the needs of businesses of any size and industry and addresses pain points commonly faced by various departments when handling documents. It ensures that your sales and marketing, HR, legal, administration, and IT can create documents that are consistent with the most up-to-date company content. The software integrates with CRM, online storage, and office tools, and is being offered on a price quote basis depending on the number of users and business modules you need.

Detailed Templafy Review

What is unique about Templafy?

  1. Streamlined document creation. Everything you need to create an on-brand, best practice document is provided by the solution. You can set automated workflows to create everyday documents such as quotes, contracts, and memorandums.
  2. Personalized for each individual user. You can create documents with your most up-to-date professional and personal information already populated within the document.
  3. Best practice documents. You’re always using the latest version best practice documents every time you open a document even from the desktop. It lets you analyze popular templates and better understand what your employees need, further improving your document management strategies.
  4. Brand checker. The software offers a tool that notifies employees if any document elements are off-brand and recommends suggestions to fix this. You’re assured that all client-facing documents and presentations adhere to your most current corporate look and branding.

10. PDFfiller

pdffiller dashboard

PDFfiller is a DMS and file-sharing solution that provides an easy-to-use, cloud-based PDF editor for individual and business use. It employs an intuitive drag-and-drop mechanism and a standardized suite of editing features that don’t require any training or technical experience to use. You simply choose your plan, sign in, and upload your documents, and begin editing, signing, and sharing your files. It supports popular document formats like PDF, Word, PowerPoint, and Text.

In addition, the system will not only help you edit your PDF documents but also sign and share those in a secure and fast way. It effectively eliminates hardcopy samples, manual signing, printing, and similar practices that eat up valuable time and resources. With PDFfiller, it takes less than a minute to check and authorize a new document or one imported from an online storage service. The software integrates with most popular CRM, CMS, office tools, accounting apps, and online storage sites like GoogleDrive, OneDrive, DropBox, or Box. PDFfiller is available in three low-cost plans.

Detailed PDFfiller Review

What is unique about PDFfiller?

  1. Get rid of manual and paper-based document processes. The signing and sharing platform eliminates the need to print, sign, or scan documents, and makes information accessible in and out of the office.
  2. Drag-and-drop PDF editor. Add new files or import existing ones, and add text, checkmarks, logos, images, notes, and much more. You can easily merge pages and entire files, erase, redact, and draw saved documents, and distribute them with a single click.
  3. Built-in eSigning technology. Create legally binding signatures with a photo, applicable both to traditional and mobile devices, and currently verified in 50 states (under the E-Sign Act of 2000). You can use an existing digital signature, or verify documents with QR codes.
  4. HIPAA compliance. PDFfiller supports compliance with HIPAA, requiring all signers and recipients of sensitive documents and information to be authenticated with complete name, email address, social media accounts, and unique ID document. You can also use 2-factor authentication, and create 4-digit pins to protect your information.

11. CisdemPDFConverter OCR for Mac

CisdemPDFConverter OCR dashboard

Cisdem PDF Converter OCR for Mac is an all-around file converter platform with PDF creator, password remover, and file compressor features. It allows you to convert scanned images and PDFs into editable and searchable file types like Word, Excel, Pages, Text, Html, and more. In the process, it keeps the original layout, graphics, and hyperlinks, making sure that no important details are removed.

Built for Mac computers, the application supports over 200 languages, making it easier to convert the most complex files. You can also manually adjust the OCR recognition and set password, size, and quality settings to customize your PDF. Plus, you can rely on the application’s fast conversion speed, allowing you to convert PDFs by batch even when you are offline.

Detailed Cisdem PDF Converter OCR for Mac Review

What is unique about Cisdem PDF Converter OCR for Mac?

  1. Ease-of-use. The application has two main interfaces that are both user-friendly, enabling you to convert and create PDFs in a breeze.
  2. Batch conversion. The OCR technology allows you to convert over 200 files with the batch convert feature.
  3. Merge different pages. You can merge specific pages into one PDF and set the quality to original, low, medium, or high.
  4. Multiple language support. The application can recognize over 200 languages or any language combination found in the file.

12. M-Files

M-Files dashboard

M-Files is an intelligent CMS platform designed to help businesses manage, organize, and track documents and information. It can be used by both small and large companies in a variety of industries, from manufacturing, financial services to life sciences. This wide applicability is made possible by a host of features that are bound to benefit any organization such as mobile optimization, version control, e-signature support, document templates, offline access, permission control, and automated workflows. It is equipped with a search engine for finding documents based on document type, names, and keywords, among others. It even lets you search inside the text of documents.

The solution offers workflow automation capabilities and notifies you whenever document changes need review or approval. Likewise, you can send invites and edit documents simultaneously with its co-authoring feature. M-Files also offers enterprise-grade information management functionality, allowing you to securely share information with stakeholders or team members. The software integrates with leading CRM and office solutions and is available through quote-based pricing.

Detailed M-Files Review

What is unique about M-Files?

  1. Hybrid deployment. You can choose between on-premise and cloud deployment or utilize both in a hybrid set up, whichever best meets your business requirements.
  2. A variety of management tools. Whatever is your need–document management, content management, integrations, and versioning–M-Files can help you create hundreds or even thousands of files every day without worrying about their retrieval or storage.
  3. Central information repository. The system acts as central storage for all documents, allowing you to search and find documents, identify who last edited them, and organize all your documents without needing to remember saved locations and versions.
  4. Seamless document sharing. Internal and external document sharing is as simple as sending a direct link to any document, which is always updated. Sending email attachments becomes a thing of the past.

13. Noodle Intranet

Noodle Intranet dashboard

Noodle Intranet is an all-in-one intranet that provides companies with the ability to share ideas, post documents, merge schedules, upload photos and collaborate on projects within a single secure intranet portal. Out of the box, it comes with 14 system apps and 15 user apps that allow you to manage forms and workflows, share information, collaborate, and complete your tasks, all from one portal. It is simple and easy to use, requiring little or no training. Even non-IT personnel can be administrators. You also have the option to have it on cloud or installed in your own server and integrate and sync it with your active directory.

You can customize it by uploading your corporate logo and color, and edit the CSS to skin your portal to match your brand. With Noodle Intranet, you can personalize employee profile pages, facilitate common tasks with a workflow feature, automate document and database, tag and categorize content, and use a task manager to create Kanban-style columns and tasks, among others. The vendor has a calculator in their pricing page to give you an idea of the subscription cost depending on the active users and storage space required for either the cloud or on-premise editions of the software.

Detailed Noodle Intranet Review

What is unique about Noodle Intranet?

  1. Designed for everyday users. You don’t need to be a technical guru to set up, manage, or use the software to easily create blogs, forums, upload documents, e-forms, and more. The interface is simple to use and makes it easy for employees to find the content they need.
  2. Shared documents. The Folder application provides document management functionality, letting you create unlimited folders to hold any type of file. Its advanced features include check-in, check out of documents, document approvals, version control, and workflows.
  3. Single Sign-On. SSO enables you to use one username/password for all of your connected applications.
  4. Media album. You can use this to store and share important product photos or pictures of company events, without clogging up your email. It also lets you link to external video hosting services like YouTube, or upload your own video to play in your Noodle site.

14. BizPortals 365

BizPortals 365 Dashboard

BizPortals 365 is your complete business intranet on Office 365. It offers more than just collaboration and communication. It also has built-in document management, project management, HR, and workflow automation tools, making it your complete business hub. The solution allows businesses and organizations to bring in Office 365 and other business systems into a single platform, providing users with a smooth, seamless, and unified experience. The software is built for simplicity and is ready to be used straight from the box since it doesn’t require users to have extensive coding, IT, or SharePoint skills to get started.

BizPortals 365 is designed to provide you with a digital work environment that truly maximizes the Office 365 platform. It allows for better organization and effective centralization of all your business processes, accelerating your functions, and workflows. It lets you and your team effortlessly keep track of your projects and deadlines and makes information access smooth and frictionless. Aside from Office 365, the solution also integrate with other Microsoft apps like Skype, OneDrive, SharePoint, Outlook, PowerBI, and Skype. It is offered at a standard pricing of $10/user per month, special pricing for nonprofits and educational institutions, and custom pricing for enterprises.

Detailed BizPortals 365 Review

What is unique about BizPortals 365? 

  1. Comprehensive workplace solution. Organize, share, and collaborate on documents and files; search for people, documents, events, tasks and more; replace paper forms with electronic forms; create workspaces for your teams, and automate simple and complex workflows are but some of the many things you can do with the solution.
  2. Document and content management. Easily add, edit, and publish different forms of content; find, collaborate, share, and curate documents; and categorize and tag content for easy discovery and navigation.
  3. Forms management. It lets you replace common paper forms with pre-built electronic forms, and track the progress of your forms from start to finish.
  4. Powerful and easy search. A powerful search built on Office 365 makes it quick and easy to find the information you need, such as documents, announcements, forms, events, and tasks. You can set and save search criteria, including keywords, author names, categories, and dates, among others.

15. SmartDocuments Europe

SmartDocuments Europe dashboard

SmartDocuments Europe is a cloud document creation platform that gives you tools to build and assemble documents organization-wide anytime and anywhere. It offers a suite of template management features where you can easily create your own templates for letters, mailings, invoices, and more, using a simple drag and drop functionality and an easy to use editor. All templates are centrally managed and available in the Template Repository – across the organization and across applications.

The solution applies modern technologies and open standards to all its modules and components, which are based on market-leading standards. All document templates are saved in the Office Open XML (OOXML) format, ensuring easy use of third-party applications. SmartDocuments Europe consists of three main components – SmartEditor for making document templates based on MS Word; SmartControl for storing the templates; and SmartWizard, the document creation Q&A screen with an interactive preview screen where you can fill in the remaining information. As you type, you will see the text filled into the document with the preview screen. SmartDocuments comes in custom pricing depending on the components and modules you require.

Detailed SmartDocuments Europe Review

What is unique about SmartDocuments Europe?

  1. Simplified document creation. Instead of using several tools and functions on various word processors, SmartDocuments Europe lets you create and edit documents seamlessly, which you can reuse to help you save time in writing correspondences.
  2. Scalable solution. You can employ it as your organization continues to grow and even when you have different locations across the globe. It retains its functionalities despite constant business expansion as it can support numerous users.
  3. Application integration. It can integrate with a wide array of business applications to help you and members of your organization create and process documents smartly.
  4. Automatic data retrieval. It has the ability to retrieve information from integrated applications and insert them into documents, which reduces data entry errors and accelerates document creation.

Find a Complete Document Management Solution

To sum up, there’s a wide variety of document management systems that you can choose from. So, you shouldn’t worry about not finding a good option for your operations. We highly recommend trying out PandaDoc because of its comprehensive features and easy-to-use interface. If you’d like to learn more about it, you can sign up for PandaDoc free trial. In case you find that this is not a match for you, you can always take a look at the other products we’ve listed.

In case your needs are specific to file sharing, you can also check out our list of the top file sharing solutions.

Nestor Gilbert

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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