Best Document Management Software with a Free Trial of 2026 - Page 13

Dynamics CRM and The Portal Connector can help you improve your customer service. You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable. It is easy to use, and does not require any coding or custom programming. The Portal Connector offers key advantages, including: * You can host your portal online, in the cloud, or with a third-party hosting provider * Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360 * All data from CRM, including Custom Entities, can be used in your portal solution * One license includes unlimited Dev/Test/UAT environments * The Portal Connector is simple to use and doesn't require any coding skills * End Users can authenticate with your portal using Facebook, LinkedIn and Twitter. * Developers can customize every aspect of our solution with our open API

Beamo is a cutting-edge digital twin solution designed for large-scale enterprises managing critical facilities and remote locations. In today's world, transporting experts for on-site evaluations can be prohibitively expensive, and currently, there are no viable alternatives—it's either a physical visit or no visit at all. We enable you to seamlessly document your essential assets, enhance them with valuable insights from your team, and collaborate from any location. The advanced hardware and software platform offered by Beamo streamlines and expedites processes for both facility management and construction endeavors. With the Beamo App, you can effortlessly capture any environment in 360°, creating digital twins within minutes, all without requiring specialized skills. Most of the capturing process is automated by Beamo, allowing you to concentrate on what truly matters. The Beamo Portal provides the ability to explore locations that may be inaccessible and facilitates remote collaboration with others. Overall, Beamo delivers an engaging and cooperative experience for your teams, clients, and contractors, transforming how you manage and interact with your physical spaces.

Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.

Tilapia WHMIS is a user-friendly and complimentary resource that enables users to design and print labels that comply with WHMIS regulations. Adhering to WHMIS guidelines is essential for all businesses in Canada, as it is regulated by various provincial and territorial health and safety authorities, as well as the federal Labour Program in certain situations. Health and safety inspections, also known as audits, occur to ensure that workers have access to all necessary safety information and that they are adequately trained in the safe handling of hazardous materials present in their work environment. The Globally Harmonized System (GHS) serves as an international standard designed to maintain uniformity in hazardous material classification and information across countries. In 2015, WHMIS was updated to incorporate aspects of the GHS framework into its own set of regulations, enhancing the safety and understanding of hazardous materials in Canadian workplaces. These updates reflect a commitment to improved safety protocols and better communication about risks associated with hazardous substances.

ReadySign is a comprehensive eSignature platform designed to streamline document signing and management for businesses of all sizes. It enables users to send, sign, and track documents quickly through features like custom templates, bulk sending, and shareable signing links. The platform provides a centralized dashboard that offers full visibility into document status, helping teams manage workflows and follow up with signers efficiently. ReadySign supports secure document storage with role-based permissions, ensuring sensitive data is protected. It also includes automated notifications and reminders to keep signing processes on track. The system allows recipients to create signatures in multiple ways, including drawing, uploading, or selecting styles. ReadySign complies with legal standards such as ESIGN and UETA, ensuring signatures are valid and enforceable. Its transparent pricing model offers unlimited documents and signatures, making it cost-effective. Integration with ContractWorks enhances document lifecycle management. Overall, ReadySign helps organizations accelerate workflows, reduce manual effort, and improve document handling efficiency.

WRITER is the end-to-end platform for building, activating, and supervising AI agents across the enterprise. It empowers IT and business teams to collaboratively automate work, improve decision making, and scale impact — with full control and governance. Unlike other solutions built exclusively for engineers or business users, the WRITER platform gives anyone the tools to build powerful AI agents. Users can easily connect agents to customer data and systems, map business processes to guide agent behavior, and create and test prompts. They can get started quickly with a library of over 100 prebuilt agents, or build their own using intuitive no-code and pro-code tools. When code is needed, developers can create tools, APIs, and integrations with ease — then make them available to agents through a simple drag-and-drop interface.

Presentations that convert leads quicker. Sizle's document analytics tools and viewer feedback tools make it simple to optimize sales collateral and close more business. Features Sizle comes with many tools that will streamline your sales process and allow you to spend more time on the right opportunities. You will know when documents have been opened and if they have been engaged with. Receive real-time notifications whenever someone opens a presentation, proposal or other document you have shared with them. Find out what content is most engaging your prospects and leads. See how long your viewers spend looking at each slide and page of your proposals and presentations. Get email leads and opt-in to view documents. This will allow seamless email opt-in. It will also capture viewer email addresses before you give access to your content. Follow up with viewers' engagement insights to make informed decisions. You can share content with customers and see when it was clicked on, opened, viewed, and shared. Manage access to your presentations by adding passwords. Manage viewers

PrecisionOCR is an easy-to-use, secure and HIPAA-compliant cloud-based optical character recognition (OCR) platform that organizations and providers can user to extract medical meaning from unstructured health care documents. Our OCR tooling leverages machine learning (ML) and natural language processing (NLP) to power semi-automatic and automated transformations of source material, such as pdfs and images, into structured data records. These records integrate seamlessly with EMR data using the HL7s FHIR standards to make the data searchable and centralized alongside other patient health information. Our health OCR technology can be accessed directly in a simple web-UI or the tooling can be used via integrations with API and CLI support on our open healthcare platform. We partner directly with PrecisionOCR customers to build and maintain custom OCR report extractors, which intelligently look for the most critical health data points in your health documents to cut through the noise that comes with pages of health information. PrecisionOCR is also the only self-service capable health OCR tool, allowing teams to easily test the technology for their task workflows.

Pipefile simplifies the process of gathering personal, financial, or other crucial documents for business professionals. By enhancing the efficiency of document collection, Pipefile ensures that your operations run smoothly and uninterrupted. You can either create a detailed checklist or maintain flexibility as needed. Save your templates to streamline requests for routine forms, all without the hassle of requiring usernames or passwords. With built-in reminders, you can be assured that documents will be delivered punctually. Pipefile takes care of reminding your clients, allowing you to relax while awaiting submissions. An email notification will inform you once all documents are ready, enabling you to conveniently download them directly from Pipefile or synchronize with your preferred cloud service. Your data security is paramount, as all files are protected with 256-bit AES encryption. On top of that, we provide custom PGP key management, ensuring you retain complete control over your information. Enjoy the peace of mind that comes with knowing your sensitive documents are in safe hands, while Pipefile manages the entire process seamlessly.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

Signaturely is a user-friendly electronic signature platform designed to facilitate online document signing effortlessly. Transitioning to the digital realm with eSignatures allows you to work more efficiently and swiftly. The traditional method of signing documents by hand, then scanning and emailing them can be quite overwhelming; wouldn't you agree? Signaturely removes this hassle, propelling you into a more modern way of handling signatures. Simply upload your document now and have it legally signed in no time. Are you finding it challenging to sign documents without complications? The tedious cycle of printing, signing, rescanning, and emailing can be quite frustrating. When other applications cause you to sigh in exasperation, all you really desire is a straightforward signature process, and we are here to ensure it stays simple — that’s our promise. You can either upload a file or opt for a convenient template, then easily add any necessary fields. Once the signers receive an email, they can click on a link to view the document on any device. We assist signers in filling out all required fields and swiftly placing their signatures. Simplifying the paperwork process for both clients and employees is our goal, and we promise they'll appreciate the ease of use. With Signaturely, you can enhance productivity and create a more efficient workflow for everyone involved.

Loio is a digital solution for managing legal agreements, allowing users to draft, complete, and electronically sign legally sound documents. It’s ideal for entrepreneurs, independent professionals, and anyone who needs a dependable contract without delays. With Loio, preparing legal paperwork becomes straightforward and can be done in just a matter of minutes. The service includes a large collection of more than 2,500 flexible templates tailored to various business purposes. Contracts are created through an interactive question-based process, documents can be edited using an advanced built-in PDF editor, and final signatures are added securely through Loio Sign — all within a single platform. The experience is designed to be efficient, user-friendly, and practical for everyday business tasks. Each document template available on Loio is developed and verified by qualified legal experts to ensure precision and adherence to applicable state regulations. Whether you need a lease agreement, service agreement, NDA, or another legal document, Loio provides everything necessary to complete the process quickly, safely, and with confidence.

PDFLiner is a cloud-based platform that allows you to edit, electronically sign, fill out, add custom branding, content, make PDFs fillable, and share them.

CSV Editor Pro is the professional option for working with CSV files. It comes with a wide range of tools and features that can help you save time and effort. You can gain analytic insight by creating a graph or pie charts. You can sort, filter, multiline edit, search and substitute, undo, undo printing, drag and drop global search and replacement, error correction, undo, undo, undo, undo, undo, undo, and many other capabilities. The interface is intuitive and simple, but a detailed help file is available.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Anchor is tailored to meet the distinct billing requirements of service providers and is engineered to significantly enhance efficiency while conserving resources, time, and financial costs. As an accounts receivable automation platform, Anchor revolutionizes traditional billing methods by streamlining the entire process, transforming it from a cumbersome task into a smooth operation for both vendors and clients. To establish a fully autonomous billing system that effectively closes the cycle with impeccable accuracy, we realized that the journey must commence even before billing begins: at the agreement phase between the vendor and their client. The key innovation lies in converting the engagement letter into a dynamic tool that serves as a single source of truth for both parties. This approach eliminates the need for direct handling of payment details and collections, as clients only need to provide that information once, making the process efficient and hassle-free. Ultimately, this not only simplifies operations but also fosters better communication and trust between vendors and clients.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

Dot Compliance offers the industry's first ready to use Quality Management Solution powered by the Salesforce.com platform. The Dot Compliance solution includes an extensive set of off-the-shelf ready eQMS and compliance pre-configured processes, enabling customers to deploy quickly and cost effectively. Dot Compliance ready to use solutions include full project validation services and product validation packages. Dot Compliance offers the industry’s most cost-effective quality and compliance management solution available, allowing users to quickly deploy flexible and scalable solutions. Automate core quality processes such as Document Management, Training Management, CAPA, Audits, Customer Complaints, Change Management, Supplier Quality, and more. Our solution is fully configurable and offers seamless integration abilities, with easy adaptation and implementation of customer’s specific requirements.

Eden AI streamlines the utilization and implementation of AI technologies through a unique API, seamlessly linked to top-tier AI engines. We value your time, sparing you the hassle of choosing the ideal AI engine for your project and data. Forget about waiting for weeks to switch your AI engine – with us, it's a matter of seconds, and it's completely free. Our commitment is to secure the most cost-effective provider without compromising performance quality.

Signer.digital is a range of solutions that offer innovative ways for users to sign documents and files. It rages of options like Bridge Application, REST APIs Web Server and Web Libraries, DLLs, and Free Signer.digital Extension. Signer.digital Bridge can be set up in minutes to digitally sign with any existing ERP or application. The web server and libraries are compatible with any signer.ditial application via REST APIs. Signer.digital Browser Extension allows seamless PKI operations across all modern browsers, including Chrome, Edge, and Firefox on all OS platforms. Users can perform PKI operations like signing, encryption, verification, authentication, and downloading of digital certificates etc.

Affinda’s Invoice Extractor lets you easily extract data from even the most complex invoices. Quickly and successfully process batch of invoices in PDFs, DOC, PNG, and JPG. Affinda Invoice Extractor recognises 50+ fields on the first go – and it only gets better from there.

The PDF Xpansion SDK 17 offers features, methods, and functionality that allow software developers to create PDF/A-enabled applications and software solutions. It provides a variety of options for creating, editing, and printing PDF, PDF/A, and XPS documents. These can be used to display and print them on paper and for conversions between these formats and exporting or importing from/to any other file format. PDF Xpansion SDK 17 also includes eInvoicing functionality for formats ZUGFeRD Factur-X, XRechnung, and Factur-X. It allows software developers to integrate EU-compliant electronic billing functionality (creation and display of electronic invoices, as well as the reading and printing thereof) according to EU standard. The SDK allows you to integrate these functions into Windows desktop apps for the PC as well as Windows Apps. It allows for modularized purchases of different functionality. This makes it very flexible and only the features that are actually required can be purchased.

Perfect PDF® 12 serves as a powerful family of software tools for handling PDF documents efficiently. The software features a redesigned user interface that draws inspiration from Microsoft Office, enhancing user experience. Users can opt for complete editions—such as Office, Premium, or Business Edition—or choose to purchase only specific features tailored to their needs. It allows for the creation of PDFs through a virtual printer from various sources, including text, images, HTML files, and Outlook emails, as well as from Word, Excel, and PowerPoint documents. Additionally, it offers functionalities for using or modifying predefined layouts, merging and splitting PDFs, and designing pages with elements like letterheads, backgrounds, headers, footers, and watermarks. Users can also optimize their PDFs, manage visible layers, adjust color spaces, and compress images while replacing non-embedded fonts as needed. The software includes a form field designer that lets users create, design, and modify PDF forms, incorporating features such as text boxes, combo boxes, radio buttons, and lists for comprehensive form management. With its extensive capabilities, Perfect PDF® 12 is ideal for both personal and professional use, making PDF processing straightforward and efficient. With the “Perfect E-Rechnung” edition, you can create and process electronic invoices quickly and conveniently. The included function for visualizing the content of the invoice allows you to check it visually directly before the invoice is sent out after entering the data, and before it is saved in machine-readable XML format. On the other hand, you can display and save incoming XML invoices in human-readable form. You can also convert existing electronic invoices into a different format.

CryptoESIGN offers electronic and token-less digital signatures on its cloud platform with a single-screen word-inspired intuitive interface. With Digital Signature API, CryptoESIGN now enables enterprises to integrate digital signatures with their business applications through an API. The digital signature API facilitates individual and multi-party signatures, signing at specific signature locations, timestamping, long-term signature validity option through Certifying Agency, document archiving, e-mail notifications, and many more upgraded features. Large enterprises can integrate CryptoESIGN Digital Signature API with their ERP and other business systems and test them using the CryptoESIGN sandbox at zero cost. “Token-less legally binding digital signature API release is another step to enable and accelerate customer’s digital transformation journey,” said (Ragu)nathan Kannan, Director, Sathguru Soft."

SimplerQMS offers a cloud-based Quality Management Software, specifically designed for the Life Science industry. SimplerQMS helps ensure compliance with various regulatory requirements, including FDA 21 CFR Part 11, EU Annex 11, GxP, cGMP, GAMP 5, GDPR, EU IVDR & EU MDR, ISO 13485:2016, 21 CFR Part 820, and ICH Q10, among others. The system is fully validated according to GAMP5. The system offers a range of Life Science QMS modules such as Document Control, Change Control, Training Management, Supplier Management, Complaints Management, Non-Conformance and Deviation Management, CAPA Management, Audit Management, Technical Documentation Management, Risk Management, Quality KPIs and more. SimplerQMS integrates with Microsoft Office and allows users to work with documents in applications such as Word, PowerPoint, and Excel. Overall, SimplerQMS delivers efficient, paperless workflows that align with the compliance requirements of the Life Science industry.