Best Document Management Software for Small Business - Page 3

FlowShare runs in the background, records every step you take in any software, then delivers a detailed guide on how to complete your task. You can focus on what really matters instead of wasting time with documentation. And get your staff trained in on complex tasks and processes in hours, instead of days or weeks. You get easy to distribute accurate information with all of your guides looking great - no matter who creates them! FlowShare AI-Powered assistant provides 24/7 instant help, ready to guide your end-users through troubleshooting and problem-solving independently. FlowShare Portal provides a Central Knwoledge Hub, making the solutions and step-by-step guides readily accessible, fostering an environment of continuous learning and collaboration.

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

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.

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.

Tabscanner, an AI-powered receipt OCR API (Optical Character Recognition), allows for fast and accurate data extraction. Tabscanner, with its eight years of experience, has processed more than one billion receipts. It is a simple API that integrates easily into any software or application. Its features include 99% accuracy, lightning-fast processing speed, and a dedicated team of support to assist with custom settings and data refinement. Tabscanner’s technology is designed for understanding and extracting data from any POS formats, making it perfect for applications such as expense management, loyalty rewards and market research. The platform supports multiple regions and languages, ensuring accurate data collection across different locales. Developers can test out the service using the Starter plan which offers 200 credits a month. This allows them to see the API's accuracy and performance before upgrading to a higher-tier plan.

PrizmDoc helps web developers embed secure secure and responsive HTML5 document viewing, document editing, and native spreadsheet viewing and editing within your own web application or system solution. Due to its extreme flexibility, PrizmDoc can be supported on virtually any platform, and in any programming language that supports REST API calls. Key features can be easily turned on or off depending on your application’s needs, along with user-based permissions to protect proprietary logic, and you can customize the UI layout or style. PrizmDoc can be self-hosted on your own infrastructure or accessed through a fully managed backend on Accusoft’s public or private cloud. And with best-in-class support, Accusoft’s Enablement Services to ensure a seamless PrizmDoc implementation.

Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Pilot onboarding service w/ portal design support and workforce training - Internal & external knowledge base options - Create multiple workspaces - Portal analytics & feedback with Docsie Vocally - Custom domain on free tier - Markdown compatible - Docsie Editor with rich formatting and content embeds - iFrame - SwaggerAPI import - Built-in and custom document templates - Help center deployment & in-app help sidebar - Share guided tours & create with our builder Chrome extension - Manage multiple versions, languages, and view change history - Webhook support in Mattermost, Slack, and more - Ghost AI language translation (available) & generative AI (in-progress) - Project management with kanban and task creation - RBAC/JWT/SSO for security, user management, and data protection

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

Property Matrix is the ultimate property management solution for residential, commercial, and mixed portfolios. Fully cloud-based and designed for mobility, it offers real-time access from any device, ensuring you can manage your properties anytime, anywhere. The software includes enterprise-class accounting capable of handling even the most complex financial needs, along with fully customizable reports, templates, and workflows to adapt to your unique business requirements. Key features include tenant and owner portals, automated lease creation, online applications, check scanning, and integrated marketing tools that post vacancies to top listing sites with just one click. Property Matrix also simplifies maintenance management, enabling tenants to submit requests online and vendors to manage work orders. Its advanced CAM management, customizable settings, and robust automation features streamline operations, saving time and reducing costs. Backed by best-in-class customer support, Property Matrix scales effortlessly, whether you manage 50 or 5,000 units, and is trusted by property managers worldwide to enhance efficiency, improve tenant satisfaction, and grow their businesses​​​.

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.

Inhubber is an AI- and blockchain-powered Contract Lifecycle Management (CLM) and eSignature platform that delivers maximum security, transparency, and efficiency. The platform centralizes all contract types in one secure repository, supporting simple, advanced, and qualified eSignatures (QES) that are legally compliant under eIDAS. Inhubber’s artificial intelligence automatically analyzes contracts, extracts key clauses, identifies risks, and generates compliance and ESG reports, helping companies meet regulatory obligations such as GDPR, the German Supply Chain Act (LkSG), and the EU CSDDD. Automated reminders, workflows, and approval processes ensure timely renewals, contract fulfillment, and audit readiness. Blockchain archiving guarantees tamper-proof storage and trusted audit trails. Inhubber also includes OCR, full-text search, task management, multi-tenancy, and advanced roles and permissions for secure collaboration. The platform is multilingual (English, German, French) and hosted on ISO 27001-certified servers in Germany and the EU. Trusted by enterprises, SMEs, and public institutions worldwide, Inhubber transforms contract management into a strategic advantage for procurement, sales, HR, real estate, energy, and public administration.

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

SendTurtle provides founders, business owners, and consultants with document eSignature, sending, and post-send analytics. SendTurtle enables AI to track views, time-on-page heatmaps, next step suggestions, and more. Close deals, pitches, and more with insight. Start today with no demo required.

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

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

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.

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.

BrandOffice®, created by BrandQuantum, is an innovative software tool designed to integrate flawlessly with Microsoft Office, enabling all employees within an organization to effortlessly produce documents, PowerPoint slides, and Excel reports that maintain a consistent brand identity, even as the brand itself develops over time. This platform serves as a central repository for your brand's documentation standards within Microsoft Word, Excel, and PowerPoint. It allows for the standardization of key elements such as color schemes, typography, and document styles. Additionally, it encompasses guidelines for various formatting aspects, including page layout, margins, font choices, bullet points, chart designs, and table formats. By utilizing BrandOffice®, users can ensure that their documents, presentations, tables, and charts are uniformly branded. Furthermore, the system allows for the dynamic adaptation of documentation in line with the evolving nature of your brand. It also accommodates regional variations in brand standards, such as different languages and formatting conventions, ensuring a global consistency. This comprehensive approach not only enhances brand integrity but also streamlines the process of creating professional materials across various platforms.