Best Document Management Software for Microsoft Excel

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

LogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow. Schedule a free, no obligation, one-on-one demo today.

Intelex delivers a unified software system for overseeing Environmental, Health, Safety, and Quality (EHSQ) initiatives. Its expandable platform is crafted to consolidate, oversee, and scrutinize EHS and Quality data comprehensively. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: Elevate your EHSQ program outcomes by supervising workflows for superior performance and command. Discern patterns and propensities through goal-setting to deepen understanding and improve decision-making in your EHSQ program. Diminish occurrences and cut down on administrative tasks by efficiently supervising, managing, refining, and extracting insights from your safety data via our intuitive safety software. Simplify the management and reporting of air, water, and waste emissions, and oversee environmental outputs to fulfill sustainability objectives. Foster ongoing improvements in quality by seamlessly logging and monitoring all instances of nonconformity within a unified, web-based system. Investigate trends across various departments, sites, or locations. Intelex can help you manage compliance with international standards and regulations such as: OSHA, WCB, ISO 45001, EPA, ISO

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

The most recent in automated backup integrations to Microsoft Office applications. You don't have to worry about lost work and overwritten files. This tool allows you to create unlimited number of sequential copies, which can be overwritten at your choice. *Return to any point in the past as you create your file *Automatically save copies in multiple file directories *Add multiple backup sequences for daily, weekly, and monthly copies *Keep a running log of all changes to ensure you don't lose any valuable work *Record changes made by each user to Multi-User Files This is the ultimate tool to track and secure important files. Works with: Excel | Word | PowerPoint | Publisher | Project | Outlook

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

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.

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.

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.

Intellimas is a no code/low code software solution with a spreadsheet and form UI. Intellimas allows you to build web apps that can completely align with your business process. Intellimas is built for fast data entry, analytics, exception management, and easy retrieval of live data from other systems. The grid UI allows for an easy transition from spreadsheets. This comprehensive view, along with our form view, provide you with the flexibility to handle unlimited use cases. Intellimas can be deployed on premise or on our cloud platform. Customers typically find many uses for Intellimas after the first rollout. Contact out to us for a demo and ask us about our free trial!

Textflo can be used as a text management tool to organise online links and computer documents. Documents can be substituted by internal notes. It is a complete solution for storing information, categorising it and finding it. The focus is now on document and project management so that it can be used in daily routines. However, all text processing features remain available. These options allow you to filter or format the text, analyse it, or find information using different types of queries, including database queries. This program will help you navigate through the many documents and links you may have on your computer.

You can create flat or relational databases with unlimited fields, tables, and rows. A custom report builder is included. Create custom reports by connecting to compatible ODBC databases. You can create your own databases. Here are some highlights: Filter tables instantly - Ultra simple graphical-user-interface - One-click table and data form creation - You can open up to 5 databases simultaneously Export your data to comma-separated files - Create custom reports to all your databases - A complete helpfile for creating database reports - You can print tables and queries directly from your data grid - Supports any SQL standard your ODBC compatible databases require For best performance and user experience, please install and run this database app with full administrator rights. Requirements: . 1024x768 Display Size . Windows 98 / XP / Windows 8 / Windows 10 - 32bit or 64bit No Java or DotNet are required. Green Energy Software. One step at a time, saving the planet

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Foxit PDF Editor allows you to edit, view, create, organize, share, collaborate, secure, OCR, export and esign your PDF documents. Suitable for both SMBs and Enterprise, across desktop, mobile and web-whether you’re at the office, home or on the go. Affordable and easy to use with a low learning curve, which is perfect for remote workers and global companies, who can share, collaborate and provide feedback 24/7, anywhere in the world. Foxit PDF Editor is suited for individuals and groups who have to create, review, edit, manage, share and secure PDF documents. Foxit PDF Editor+ offers additional features, including editing, collaboration and security capabilities which are often required in larger sized companies.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Effortlessly develop personalized database applications in formats that align perfectly with your business requirements, though compatibility is limited to PC users. Access simplifies the creation of business applications, whether you choose to start with templates or build from the ground up. With its user-friendly and visually appealing design tools, Access enables you to craft attractive and highly functional applications quickly. You can customize your applications to suit both your business goals and customer needs, with the flexibility to make adjustments as those needs evolve. By leveraging Visual Basic for Applications, you can automate various business processes, enhancing the functionality of forms and reports. The Access connector library allows for seamless integration of data between Access and other business applications, enabling you to produce comprehensive visuals and insights within the familiar Access environment. Additionally, you can store your data securely in SQL Server and Microsoft Azure SQL, ensuring that your applications are reliable, scalable, secure, and manageable over the long term, thus providing a robust solution for your database needs. This capability not only streamlines operations but also helps your business adapt to changing market dynamics.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Welcome to our state-of-the-art SaaS platform that specializes in online document editing and conversion. Tailored specifically for businesses and entrepreneurs, TheBestPDF offers exceptional file management solutions suitable for teams of any size. You can store your documents in various formats and sizes within our secure vault. Choose from multiple plans designed to help you optimize your resources and expenses. Our platform is accessible across all devices and operating systems, making it highly versatile. Your business data is protected with HTTPS encryption, guaranteeing that every file you create remains secure. Effortlessly redact, insert objects, and sign PDFs, simplifying document management for your organization. With our speedy PDF converter, document conversion is quick and efficient, ideal for busy teams. Setting up your company’s document workflows is a breeze thanks to our intuitive editor interface. We're committed to fostering long-term partnerships by providing 24/7 customer support. By bringing together innovative thinkers, we deliver integrated solutions that effectively address your business challenges while enhancing productivity and collaboration.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

WPS Office Software, a leading office productivity suite, is available for PCs and mobile devices from Palo Alto's WPS Office Software. WPS Office is a highly-functional, but much more affordable, solution that is fully compatible with Microsoft PowerPoint, Excel, and Word. WPS Office is available for Windows, Linux-based PCs, as well as Android or iOS. WPS Office Software is a subsidiary to Kingsoft Corporation, China’s largest Internet services and software company.

Wimi has been helping teams win more opportunities for nearly ten years. It is the European leader for project management and online collaboration software. Wimi is a suite of tools that helps businesses stay in sync, increase team productivity, improve collaboration, and protect critical data. Top features include unified workspaces and a drive solution, team communication. File sharing, task management, file management, project calendar, video/audio calling, reporting, access rights management. Wimi adheres to the highest industry standards in security, including encryption and multi-factor authentification. Wimi is used by 55,000 companies every day. Start your 14-day free trial today!