Best Document Management Software for Thryv

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.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

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.

Google Docs is a cloud-based document creation and collaboration platform built to help businesses and individuals create professional content more efficiently with AI-powered assistance. Gemini AI features allow users to generate drafts, rewrite content, summarize information, and adapt writing styles to match company branding and preferred communication tones. The platform enables real-time collaboration by allowing multiple users to edit documents simultaneously, leave comments, assign tasks, and review version histories from any device with internet access. Google Docs also simplifies document organization with smart canvas tools, pageless formatting, document tabs, and customizable templates that help users build polished documents faster. Teams can improve communication by launching Google Meet calls directly within documents and collaborating with both internal and external stakeholders in one centralized workspace. Workflow automation tools such as meeting notes integration, reusable content blocks, and electronic signature support help businesses streamline repetitive tasks and accelerate approval processes. Google Docs supports a variety of file formats, including Microsoft Word documents and PDFs, allowing organizations to work with familiar file types while gaining access to collaborative editing and intelligent features. Advanced security measures including encryption, privacy controls, anti-abuse protections, and client-side encryption help keep sensitive information protected. With seamless integration across Google Workspace applications and support for offline editing, Google Docs provides a flexible and secure environment for modern document collaboration and productivity.

eSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity.

Professionals who want to save time. Sign yourself or get documents signed Free, secure, legally binding, and easy Our tutorial videos will show you how to esign in no time. Discover the digital signature solution trusted by over 300,000 users around the world. In three easy steps, upload, sign, then send your document. This is how you sign a contract online. SignRequest for Google integration allows you to sign Google Docs easily and digitally sign via Gmail. All your documents can be safely stored in one place. Notifications and reminders can help you track what needs to be done. You can also determine the order of signing and the authorization method. This will add an extra layer to security. You can give your e-signing process a professional look with your branding. Signers will be able to recognize you. This is how you can send the same contract to many signers and have each one sign their own copy.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

Streamline your operations and cut costs by replacing cumbersome paper forms with personalized mobile forms from GoCanvas. This cloud-based mobile solution empowers companies to transform outdated workflows and enhance productivity by automating tasks. With GoCanvas mobile applications, businesses and their field personnel can swiftly gather data through their mobile devices, seamlessly share this information, and efficiently transmit data back to the office, ensuring that operations continue to run smoothly. Additionally, GoCanvas provides organizations with valuable features like barcode scanning, image capture, mobile payment processing, GPS functionality, and electronic signatures, further enhancing efficiency and convenience. By adopting GoCanvas, companies can not only save time but also improve the accuracy and accessibility of their data collection processes.