Best Document Management Software for Microsoft Excel

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

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.

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.

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

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.

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.

Since 2008, Ideals has revolutionized the virtual data room market by offering a seamless experience with transparent pricing, an intuitive interface, and rapid customer support. These elements have contributed to Ideals becoming the fastest-growing VDR provider, trusted by 1 million users worldwide, including investment bankers, advisors, real estate professionals, and public institutions.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

BrandOffice® is a software solution developed by BrandQuantum that seamlessly integrates into Microsoft Office. It allows employees to create consistent brand documents, PowerPoint presentations, and Excel reports. This ensures that the brand stays relevant as it evolves. BrandOffice®, houses your brand documentation standards in Microsoft Word, Excel, and PowerPoint. Standardize your colour palette, fonts and document style sets. Standardize page settings, margins and fonts. Create consistent branding documents, PowerPoint presentations and tables. As your brand changes, you can dynamically evolve your documentation. Be sensitive to differences in branding standards, such as language and format settings, across different countries.

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.

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

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.

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!

Freely create spreadsheets that your teams can use to collaborate. Zoho Sheet is powered with an automated data processor and an AI-assisted analyst. There are also 1000+ integration options. Zoho Sheet makes data management easier and more efficient. Get your work reviewed and collaborate with others. You can comment, discuss, or make changes right from your Zoho Sheet spreadsheet. You can work from anywhere and on any device. You can access and edit your spreadsheets via any web browser. However, Zoho Sheet's iOS or Android apps let you create spreadsheets and share them with others while you are on the go. You can integrate Zoho Sheet and thousands of cloud-based software applications, such as Zoho CRM or Zoho Forms, to make the most out of automation. You can lock selected cells for specific collaborators or restore them from previous versions, see the changes since your last edit, and assign different levels of control to different collaborators.

All you need to manage and sign contracts is one tool. Contractbook is a powerful tool for contract management. You can create, sign, and store all of your documents in one place. You can choose from one of our free templates, ask your lawyer for one, or create your own custom templates right on the platform. Sign your contracts digitally using the platform instead of printing them. Either use our legally binding 2-factor authentication or National IDs like the Danish NemID. Upload any old documents to the cloud and keep them together with the new. Your legal documents can be accessed at any time. You can also archive them in a GDPR-friendly, easy-to-manage dataflow. Our API-integrations are scalable and can be used to automate your workflow. You can also connect Contractbook with over 3000 other apps via Zapier.

The top-rated Service Desk suite will help you bring agility and efficiency to your support operations. Agiloft's Service Desk Suite offers fully integrated applications that allow IT teams to have complete control over all processes. It includes customer support and RMA management, IT ticketing, internal help desk, asset and change management, ITIL and ITSM.

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.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

ShinePDF was created with you in mind. Say goodbye to complex software and hello to simple-to-use PDF tools. In just a few clicks, autofill, merge, split and convert your documents. 1) Convert PDF documents into Excel, Word HTML, Text, Text, and Image 2) Convert Excel, MS Word and PowerPoint files into PDF documents easily 3) Split documents. You can remove, extract or organize PDF pages however you need. 4) Merge and Encrypt PDF Files with a Password to prevent unauthorized access. 5) Fill PDF forms automatically from Excel. 6) Reduce the size of your normal or scanned PDF while keeping its original quality and formatting.

Assai's Document Management system (DMS or eDMS) is designed to help you easily store, manage, and access all of your important documents and information in one central, easily searchable repository. Whether you're looking for documents, drawings, correspondence, emails, contracts, or purchase orders, our system allows you to quickly find what you need using comprehensive search options on metadata and content. One of the key benefits of our DMS is that you have complete control over access to your documents and information. This means that you can easily manage who has access to what, ensuring that your team always has the latest versions of the documents they need. In addition to providing a central repository for your documents and information, Assai's Document Control system also allows you to streamline and control workflows. With our system, you can easily set up and maintain workflows, making use of user inboxes, automatic workflow assignments, and forwarding. And with our Enterprise Content Management capabilities, we're able to support even the most complex projects and operations. Get a grip on your projects, assets, documents and data with our Common Data Environment.

All the tools you need to work with PDFs are in one place. All the tools you need to work with PDFs are at your fingertips. All of them are 100% free and easy to use. With just a few clicks, you can merge, split, compress and convert, rotate, unlock, watermark, and convert PDFs. The easiest PDF merger allows you to combine PDFs in any order you like. You can easily separate pages or entire sets of pages to convert them into PDF files. Optimize for maximum PDF quality while reducing file size. With incredible accuracy, convert PDFs to WORD documents. Convert PDFs to POWERPOINT Sign and certificate PDF documents. Request digital signatures or sign your documents.

Columns allows you to connect multiple data sources, including Excel spreadsheets, Excel, uploaded CSV, databases, and services. Columns uses AI to generate query suggestions and create visual stories using your data via its cloud computing infrastructure. Columns allows you to use voice, shapes, and design tools to create beautiful visual stories. Finally, you can share your story with all your audience via email, message, presentation, and web. We want you to maximize the impact of your story telling. To create vivid stories, use shapes, colors, annotations and animations. Columns makes it easy to communicate with your team. Connect to Slack, and you're just a click away from seamless sharing or instant feedback.

Dokmee makes it easy to organize, manage and secure documents. This document management software solution by OfficeGemini is simple to use and allows you to manage all your electronic documents seamlessly. Dokmee is both cloud-hosted and on-premises. It promotes efficient document storage, capture, text-based searching, file sharing and retrieval, as well as document storage and capture. Multi-user access, document management and audit logs, as well as periodic backups and file and folder restrictions, are core features.

OpenKM is an Enterprise Content Management Software. It is also known as Document Management Systems (DMS). There is a lot of literature on document management terms such as DMS, EDRMS, CMS. These terms are more often influenced by marketing rules than objective reasons. A document management software is a computer program that stores, manages and tracks electronic documents. It also captures electronic images of paper-based information using a document scanner. OpenKM is a management tool that allows businesses to manage the production, storage and management of electronic documents. This helps to increase efficiency and control the flow of documents. OpenKM is a document management program that combines all the essential elements of document management, collaboration, and advanced search functionality into a single easy-to-use solution.