Best Document Management Software for Microsoft 365 - Page 2

Zendoc is a new-generation document automation system that allows business teams to improve their workflow with actionable insights. Zendoc was founded by Laurent Lathieyre (a serial tech entrepreneur) and Olivier Colle (a senior software engineer, entrepreneur). Zendoc was founded by a group of tech veterans. It was accelerated by Techstars Seattle which is the world's leading platform for innovation and investment. Our mission is to make it easier for teams to find their documents, find the information they need quickly, and keep them on top of their obligations. Our friendly UX design, no code technology and popular integrations will empower your team to transform every document into actionable information. This will give you back control and visibility at all critical moments. Zendoc allows you to: Automatically retrieve and locate documents. Collaborate with your team members to manage, organize and view contracts. Connect to popular integrations

Nitro PDF delivers a comprehensive PDF editing platform designed to empower individuals and organizations to create, edit, convert, and secure PDF documents with ease and precision. Known for its intuitive interface that resembles Microsoft Office and Apple’s toolbar, Nitro ensures quick user adoption regardless of technical expertise. Its rich feature set includes OCR capabilities, advanced annotation, digital signatures, and seamless integration with tools like Microsoft 365 and SharePoint. Security and compliance are central to Nitro’s offering, with multiple global certifications including SOC 2, HIPAA, QTSP, and ISO 27001 assuring robust data protection. The platform’s AI-driven productivity tools automate repetitive tasks and enhance collaboration, enabling teams to work smarter and faster. Nitro PDF is supported by a dedicated customer success team available 24/7, ensuring smooth implementation and ongoing support. Flexible subscription plans and a one-time purchase option cater to diverse needs from small businesses to large enterprises. Trusted by leading companies worldwide, Nitro PDF transforms document workflows into efficient, secure, and productive processes.

Microsoft Word, part of the Microsoft 365 suite, combines decades of trusted word processing innovation with the latest advancements in AI-powered writing assistance. With Copilot, users can instantly generate outlines, summarize long documents, or refine tone and structure through conversational prompts. The intelligent Editor tool enhances writing by checking grammar, clarity, conciseness, and inclusiveness, helping you communicate more effectively. Word’s cloud-first design allows seamless collaboration, enabling multiple people to edit, comment, and share feedback in real time across devices. Integrated OneDrive storage keeps all your files secure and accessible from anywhere, while Microsoft Defender protects your work from cyber threats. Word also supports rich formatting, dictation, voice commands, and thousands of professional templates to help users create standout documents. Available through Microsoft 365 Personal, Family, and Premium plans, users can unlock advanced features, including Copilot refinements and AI-generated content. Whether you’re a student, professional, or enterprise team, Word offers the tools to write better, faster, and smarter.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

FileCenter is the fastest way to organize documents. It is easy to use, learn, and install. FileCenter DMS combines file scanning, file organization, and powerful PDF creation and editing. It integrates with the majority of Cloud services and Windows programs that you already use. FileCenter AUTOMATE converts documents to searchable PDFs using its powerful OCR, and then automatically names them and routes them. FileCenter RECEIPTS allows you to track expenses, manage receipts, and create reports that will ensure accurate reimbursements. FileCenter is ideal for all offices. FileCenter runs on Windows PCs and uses the Windows file system. It does not use complex databases. FileCenter offers a feature-for-feature experience at a price that is unbeatable. Get your free trial now! Call 801-722-798 to get your free trial.

N-able™, Passportal™, provides simple, yet secure password management and documentation management that is tailored to the needs of MSPs and ITSPs. The platform is cloud-based, offering channel partners automated password protection. It makes it easy to store, manage, and retrieve passwords and client information from any connected device. N-able™, Passportal™, also offers value-added services products such as Documentation Manager™, Site™, and Blink™. These products promote compliance with industry regulations, protect businesses against data breaches, cybersecurity threats and network vulnerabilities.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

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!

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.

SignNow is an electronic signature from airSlate that allows business to be conducted anywhere and anytime on any device. SignNow is the best solution for SBMs and mid-markets thanks to its intuitive interface, transparent pricing, flexible configuration, and ease of API integration. Sign documents online. Generate agreements, negotiate contracts and accept payments using legally-binding electronic signatures. The airSlate SignNow intuitive interface allows users to create an airSlate SignNow account, upload documents, eSign and send them for signing within minutes. No training or downloads are required. Renewing your subscription can be expensive. You only pay for the services you use with airSlate SignNow. There are no hidden fees for extra templates or sends. Improve team collaboration and close deals faster, in person or remotely. Get complete visibility of the document signing process with advanced functionality tailored to meet your needs.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Theum is cutting-edge software that fuses advanced knowledge management technology with generative AI capabilities to create an unparalleled platform for automating and controlling your organization’s knowledge processes and at the same time maximizing the value of your knowledge assets. Theum enables you to: - Streamline and automate complex tasks such as aggregating, curating, synchronizing, securing, converting, publishing, and delivering knowledge from diverse knowledge silos - Provide instant access to the precise, detailed knowledge required for any task via advanced, multilingual semantic search bolstered by a unique, intelligent context guidance system - Equip users with the full analytical and generative power of ChatGPT, seamlessly integrated into your knowledge and available for immediate use - Enhance knowledge quality and efficacy by analyzing user engagement, access trends, emerging needs, knowledge hot points, and more - Mitigate scalability issues in AI development and the compliance risks of unmonitored knowledge flows and the accidental use of unauthorized knowledge

Experience the convenience of viewing, signing, collaborating on, and annotating PDFs with the complimentary Adobe Acrobat Reader. With Adobe Acrobat Reader, you have the unique ability to view, sign, gather and monitor feedback, and share PDFs at no cost. For those seeking expanded functionality, a subscription to Acrobat Pro allows for editing, exporting, and sending PDFs for signatures. Go beyond merely opening and reviewing PDF documents; easily annotate files and consolidate comments from various reviewers in a single, shared online PDF. The Acrobat Reader mobile app empowers you to manage documents on the go, equipped with essential tools for converting, editing, and signing PDFs. You can even utilize your device's camera to capture images of documents, whiteboards, or receipts and save them as PDFs. Acrobat Reader seamlessly integrates with Adobe Document Cloud, enabling you to access and work on your PDFs from virtually anywhere. Furthermore, you can conveniently store and access your files through platforms like Box, Dropbox, Google Drive, or Microsoft OneDrive, enhancing your document management experience. Whether you're in the office or on the move, Acrobat Reader ensures you have everything necessary to handle your PDF needs effectively.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Adaptive Compliance Engine® (ACE®) is a highly configurable, workflow based eQMS/eDMS and more that can adapt to any business process, allowing for real-time tracking, management, and reporting of all compliance, quality, and operational activities. With ACE®, you will minimize the administrative hassles and maximize ROI with productivity gains from day one – all while 21 CFR Part 11 compliant. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions.

M-Files is a leading knowledge work automation, designed to help professionals quickly access information, work more intelligently, and accomplish more. With its unique metadata-driven design, built-in workflow engine, and advanced AI, M-Files helps customers streamline processes, reduce information overload, and automate security and compliance measures. By integrating automation and generative AI at its core, M-Files enhances operational efficiency, enabling knowledge workers to focus on high-value tasks like innovation and strategic growth. With 10 global offices, M-Files supports over 5,000 clients in 100 countries. For more details, visit www.m-files.com.

pdfFiller is an online platform equipped with an extensive set of digital tools designed to simplify PDF management. You can edit, sign, store, manage, and collaborate on your documents seamlessly in one location, eliminating the need for downloads, app switching, or multiple subscriptions. Your files are securely stored in the cloud, granting you the convenience of accessing them from any location at any time, providing peace of mind regarding data loss. This platform truly streamlines the document handling process for users.

Adobe Document Cloud, featuring top-tier PDF and electronic signature tools, enables you to transform traditional document workflows into streamlined digital experiences. Your team can swiftly engage with documents, manage workflows, and tackle tasks seamlessly across various devices and screens, available anytime and anywhere, even within familiar Microsoft and corporate applications. Access your PDFs from any location and easily share them with others. With Acrobat Pro DC, you can review reports on your smartphone, make edits to proposals on your tablet, and annotate presentations right from your browser, allowing you to enhance productivity without interruption. Adobe Sign facilitates fully digital signature processes, making it simple and quick for anyone to generate, route, and obtain legally binding agreements. Organizations can optimize their onboarding processes for new employees, while individuals can swiftly get their applications approved. Moreover, everyone benefits from accelerated completion of multi-step procedures, leading to a more efficient workflow overall.

Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

ImageSite and Engine-Box (our Cloud-based SaaS version of ImageSite) are JAVA-less, comprehensive, yet affordable engineering document management solutions for scanned and native digital documents. There is no software to deploy to client computers or mobile apps to download as it is built in HTML5. Our system provides a powerful security, file storage and organization, and version control capabilities all from a central distribution point. Installation is simple and normally completed in a just a few days. Once installed, users can start using the system with very little training needed, recognizing all the benefits immediately.

Professional Service Firms need fast, secure data rooms. Hosting in the EU, UK, USA, Asia, or 24 other countries - ISO27001 certified - Free until You Need It - Auto numbering and auto export from any online source Pricing is simple and flat.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.