Best Document Management Software Cloud

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The core of how firms conduct their operations is efficient document management. The best cloud-based document management systems continue to be a crucial tool for businesses of all types and sizes even in the midst of the explosion of new technologies. Document management software has been empowering organizations for decades.

We’ve prepared a collection of document management programs in this post that can assist you in streamlining and organizing your document workflows. To help you choose which software solution would best improve your present business processes, the major features of each product are listed. There is also information about price and integrations.

Best Document Management Software Cloud

PandaDoc

Users can modify and sign proposals, quotations, contracts, forms, and other documents using PandaDoc, a cloud-based document management system. By offering a library of personalized templates, it is an all-in-one tool that controls the acceptance of official, legally binding papers. Additionally, it contains an integrated editor that enables you to create documents from scratch.

PandaDoc enables quicker document completion by offering a robust workflow that accelerates document generation, approval, negotiation, and signature. Effective collaboration is made possible because reviewers may provide comments and fix problems directly in the document, putting all teams on the same page.

Clients can easily sign documents with PandaDoc’s secure support for electronic signatures. It connects with other business systems like HubSpot, Salesforce, and Pipedrive and has an open API.

Juro Contract Automation

For corporate and in-house legal teams, Juro Contract Automation is an all-in-one contract automation tool. Users benefit from having a single, integrated workspace to create, approve, sign, and manage contacts. This software offers options for workgroups that require an automated system for creating and approving contracts, including legal teams, sales, HR, finance, and operations.

The Juro Contract Automation templates’ smart fields feature an easy-to-use user interface that aids in speeding the contract development process. Through the self-serve automation tool, users can automate common contracts. Additionally, the multi-player editing tool enables effective teamwork.

Additionally, you may integrate contracts into your CRM system, giving your sales staff more time to close deals. Juro Contract Automation interfaces with and provides a REST API.

Oneflow

With the help of Oneflow, a digital platform for contracts, teams may process contracts by easily importing or exporting data from one system to another. 

Oneflow offers a simpler and more intelligent approach to manage key papers, from sales proposals to employee contracts and NDAs, through its dynamic contract process.

Oneflow creates dynamic, searchable digital contracts that can be integrated with other data systems, in contrast to other electronic signature service providers who merely add a layer of data fields on top of a PDF document. 

Oneflow makes sure that every team is working from the same version of the document and is always on the same page.

Key metrics are also provided by Oneflow, such as monthly contract values and signing lead times. Microsoft Dynamics 365, Pipedrive, Sympa, and other sales, HR, CRM, and ATS business technologies are all integrated with Oneflow.

Price: The Essentials plan for Oneflow starts at $34 per user per month, while the Business plan starts at $46 per user per month. The seller can request the Enterprise plan if they like. Oneflow offers a free plan that has restrictions on audit trails and PDF contracts.

Pairsoft

A platform called Pairsoft, formerly known as Papersave, provides a cutting-edge document management system. It is currently a component of Pairsoft’s package. By effectively capturing documents, verifying data, and extracting information, it streamlines business processes. It has a cutting-edge mechanism for gathering documents from various sources.

Pairsoft provides smooth ERP integrations, user-friendly workflows, analytical analytics, and reporting in addition to its document management system. There is less need for manual entry thanks to the Pairsoft document management platform. Pairsoft boosts productivity and frees up office space by transforming paper documents into electronic formats and storing all data in one place.

Pairsoft offers a fully digital workflow in addition to flexible document capture, dynamic search, and document management. Because all documents are stored on a single platform, audits may be performed whenever you choose. Last but not least, Pairsoft’s document management system is compatible with the Microsoft Dynamics, Microsoft 365, Blackbaud, Sage Intacct, and NetSuite platforms.

Price range: Pricing for Pairsoft is available upon request. The cost of the document management solution depends on how many documents or transactions there are. On the platform, there are no limits on users or storage, and ERP integration is free.

Vitrium Security

As one of its many security options, the software program Vitrium Security offers document security. Its platform guarantees that secured PDFs and secured weblinks be distributed safely. Additionally, Vitrium Security gives users the choice of publishing documents to a user portal that they may customize and grant access to audiences.

Vitrium Security’s key competency is providing premium content access and protection by encrypting data using 256-bit AES. Using DRM regulations, you can also provide users a certain amount of access. Each document generated by Vitrium contains incorporated military-grade encryption. This indicates that each document is safeguarded even while it is transferred from one user to another.

No matter what kind of file it is—document, video, or image—this platform accepts a wide range of them. Vitrium Security can connect to many document management systems, e-commerce apps, content management systems, CRM platforms, LMS, and AMS.

Vitrium Security offers pricing upon request. Price range. The Professional Edition, which includes access permission, document management, and tracking, is available in two price tiers. REST APIs are used to automate workflow in the Enterprise edition, which also offers more sophisticated security measures.

ContractZen

A comprehensive governance tool with AI-powered contract management capabilities is called ContractZen. With built-in data rooms and AI-powered OCR, this contemporary metadata-driven cloud solution offers enterprise-grade cloud services. Your contracts can be electronically signed with ContractZen.

With the help of ContractZen, you may safely save your contacts in the cloud and quickly access them using metadata-driven search. Technical implementation and expensive IT support are not necessary with this ready-to-use, completely scalable solution. After subscribing, ContractZen is simple to deploy.

You can build logical templates from scratch using ContractZen’s integrated intelligent document generating system (DocFusion). DocuSign, AdobeSign, Assently, Visma Sign, and SignHero are a few other connectors.

Price: The Standard plan for ContractZen starts at $9.50 per user per month and covers everything.

Encyro

A versatile program called ncyro offers e-signature gathering, secure sending of electronic documents, and email encryption. Without the need to set up client portals and shared folders, it offers 16 security layers. The safe platform also provides branding options that will greatly benefit your company.

You may send and receive secure messages and data with Encyro without leaving your favourite email client, such as Microsoft Outlook or Gmail. Encyro is also accessible from any mobile device with an Internet connection. You don’t need to install any extra software, save any encryption keys, or set any security settings when using Encyro.

All of your files can be stored indefinitely on Encyro, which also provides multi-location encrypted backup. It is integrated with Google Workspace, Rackspace, and Zoho Mail. Additionally, Encyro provides Outlook.

Best Document Management Software for Accountants

Any organization’s accounts department must be exceedingly sensitive. It is because it only concerns the inflow and outflow of cash. Therefore, an accounting document management system is required to complete all of this job efficiently. Accounting professionals benefit greatly from document management because it streamlines and clarifies the process. Paper-based work is not necessary since document management assures the best results. Additionally, a single interface guarantees that only certain individuals have access. Such programs also provide careful consideration to document safety and security. It is therefore extremely feasible to make them an integral component of the organization.

Any organization’s accounts department must be exceedingly sensitive. It is because it only concerns the inflow and outflow of cash. Therefore, an accounting document management system is required to complete all of this job efficiently. Accounting professionals benefit greatly from document management because it streamlines and clarifies the process. Paper-based work is not necessary since document management assures the best results. Additionally, a single interface guarantees that only certain individuals have access. Such programs also provide careful consideration to document safety and security. It is therefore extremely feasible to make them an integral component of the organization.

Any organization’s accounts department must be exceedingly sensitive. It is because it only concerns the inflow and outflow of cash. Therefore, an accounting document management system is required to complete all of this job efficiently. Accounting professionals benefit greatly from document management because it streamlines and clarifies the process. Paper-based work is not necessary since document management assures the best results. Additionally, a single interface guarantees that only certain individuals have access. Such programs also provide careful consideration to document safety and security. It is therefore extremely feasible to make them an integral component of the organization.

PDFelement Pro

The greatest document management program for accountants is PDFelement Pro. This program has a lot of benefits because of its great usability. With the help of this program, managing PDF forms for accountants is simple. Data can be readily extracted from PDF forms and edited in Excel. You may easily convert any file to PDF format with the aid of this multi-functional document management program. The best outcomes are obtained by integrating this program into the accounting department. The program has a lot of features, some of which are shown below.

Key Features of This Document Management Software for Accountant:

  • Editing text, images and OCR PDF has been made too easy by this program. It also means that the use of the program is very easy and stable.
  • The PDF in text working can also be done by this program. It includes markup, annotation, free hand drawing and stamping. These functions are difficult to be performed by traditional programs.
  • Miscellaneous functions such as PDF conversion, combining, splitting and creation have also been embedded for better working.
  • PDF form creation can be performed at its very best with this program. PDF form filling, form data and form field creation has been made very easy by this program.

LedgerDocs

This document management software for accountants easily handles the enterprise content management portion. It simply implies that the software’s integrated processes may be quickly put into place to ensure the best possible document management. The following are a few program characteristics that make this software possible.

  • The other accounts management software programs such as Kashoo, Xero and Saga 50 can easily be added.
  • The workflow has been made simple by this program. From upload to downloading it is this program that fully supports the process.
  • Logins can be assigned to other departments which are effected by accounts departments. Data reuse

For accountants, overcoming workplace obstacles has never been so simple thanks to this document management software. The accountants can easily do the sensitive duty of accounting thanks to this program. The program has a lot of features that simplify accountants’ lives. The following are some of the top accounts management activities this program can carry out:

  • The best part of this program is its integration capabilities like taxation and internal accounting apps.
  • The process that has been integrated with the program is simple. It gathers, process, store and deliver information with ease.
  • The document accessibility has been made easy by this program.

Jetpack workflow

The best illustration of developing technologies is this program. To make it happen, the most cutting-edge features are integrated. The software supports XML and Syndication, which are the two main platforms. The following characteristics demonstrate this suite’s productivity potential and make it attractive to businesses.

  • It is a client based system which has made the workflow very easy and effective to implement.
  • The cost is reduced to a great extent. It is done by automating most important accounts related tasks with ease.
  • The top brass always get a view what is happening within the organization with one click.

eFileCabinet Document Management Software

One benefit of this application is that it can organize, store, and preserve information. Applying these programs indicates that the organization is well aware of the sensitivity of both documents and ECM. Additionally integrated into the application are compression and XPS tools. The program has the following features, which make it a top pick.

  • The use of the program makes sure that the cost is reduced and the profits are increased.
  • The program effectively and efficiently handles all the ECM integrations.
  • About 80 hours per week can be saved with the automation processes.

Best Document Management Software for Small Business

FileCenter

Over the years, while we built and improved FileCenter, we listened to comments from hundreds of small company owners to better understand their issues and what they wanted from a document management system. As part of our effort to provide the best software for SMBs, we have thoroughly researched all alternatives to our program. Our software is feature-rich, user-friendly, and safe.

We’ve taken care to make sure that our software, rather than having a challenging learning curve, is a benefit to your business process. Who has the time to learn unnecessarily difficult software among small business owners?

Our software also connects with your workflow so that staff don’t need to re-learn how to do things in order to digitize their documents.

OpenKm

OpenKm, one of the most reputable brands in the field, is a product that delivers. In fact, the only reason they behind Box in popularity is because, although being significantly more capable and feature-rich, some more contemporary users may find their solution to be cosmetically a little stale.

OpenKm is a powerful cloud-based document management system that has won the trust and respect of countless customers all around the world, whether you decide to utilize their mobile app or web-client. They provide robust security, adaptable permission systems with fine-grained controls, and simple cabinet-folder-style filing. Along with this, there are also sophisticated integrations with some of the most well-known small business software, secure sharing, OCR, and templates.

The absence of online document editing in OpenKm is the only thing we can think of as a potential disadvantage. Due to the abundance of third-party integrations they actively provide to their consumers, this can be easily avoided.

Overall, this is a really thorough package that offers some of the finest value across the board for contemporary solutions. OpenKm will undoubtedly assist your small business in reducing the stress of document management thanks to their strong data retention, stringent compliance feature offers, intuitive and modern user interface, and excellent searchability.

Alfresco

Third on the list is, which, in addition to their robust platform, is available in on-premise, cloud, and hybrid flavors to meet the widest range of needs.

Alfresco offers granular security technology, automated workflows, and cloud-driven collaboration in addition to enabling seamless communication between your professional resources both inside and outside of the corporate firewall.

The simplicity of use that comes with Alfresco’s platform is one feature that really sets it apart. You should have no trouble using the navigation tree if you’re used to using Windows File Explorer. You’re looking at a very contemporary and user-friendly considering their connections with well-known document creation tools like Google Docs and smooth OCR-driven scanning in addition to their sophisticated indexing engine that will make discovering the data you’re looking for an absolute breeze.

Alfresco is, all things considered, a great alternative if you’re wanting to set up your small business with the most up-to-date feature capabilities without having to invest a lot of money and resources in training everyone to use it and maintaining it.

FileHold Express

FileHold should be on your radar if your small business is looking for a totally on-premise solution with affordable one-time price, an easy-to-use user interface, and a robust feature set.

FileHold offers almost every feature a small business could require, including flexible and safe collaboration capabilities, strong and effective document management, and comprehensive security settings. In summary, it is completely equivalent to other excellent solutions, but its superior simplicity sets it apart.

Not only is it simple to use, but their entire model is also remarkably straightforward and easy to understand. They’ve managed to put together and make FileHold one of the most economical options for small enterprises, thanks to their fantastic one-time pricing strategy and intuitive Windows Explorer-like UI.

In conclusion, FileHold can fulfill your wish for a solution that gives you complete control over all of your data without the learning curve and resource commitment needed to set up and maintain a typical on-premise system.

Box

In today’s world, many startups and small businesses are looking to use lightweight solutions like Box to take care of the foundation of their document management needs, even though Box isn’t exactly what you would traditionally classify as a. Instead, Box is a tool that enables secure and seamless collaboration across organizations. The best part is that Box easily interacts with Filecenter.

Box offers customizable access and security choices, best-in-class secure file sharing, and the ability to set up basic workflows to speed up procedures like approvals, publication, and basic filing.

How does it compare to other document management options, though?

First and foremost, Box does offer some rudimentary capability for document control and version control. It’s important to accurately assess your small business needs because, in many cases, the functionality that Box does offer is more than enough to cover the baseline needs of many small businesses looking into a cloud-based document management software for small businesses, even though many businesses may shy away from using Box due to the “limited” functionality in these areas.

The lack of an on-premise option or anything resembling a private cloud offered by Box is another potential drawback for most enterprises.

A more top-end management solution would simply be overkill in terms of feature-functionality, learning curve, and the resources needed for rollout and upkeep. Box is a good starting point for many enterprises with relatively modest demands. However, when compared to the best document management software for small businesses, Box’s shortcomings will quickly become apparent to small organizations with complex sets of processes.

List of Document Management Systems

DocuWare

Overview: One of the top providers of document and content management systems, DocuWare was formed in 1988. (as of 2021). Major corporations including IKEA and Sony utilize it, and it is available in 16 different languages.

DocuWare offers automated workflow and digital document management solutions. It works well for businesses of any size in all significant sectors, including manufacturing, retail, healthcare, and government.

Key features: 

  • Operates on Windows desktops, web browsers, or iOS/Android mobile apps.
  • Offers training in person and remotely, with customer support available during regular business hours. 
  • Provides collaboration tools, compliance tracking, and eSignature.
  • Offers features for document archiving, assembly, indexing, and retention.
  • Offers optical character recognition (OCR), file recovery, version control, and offline access.
  • Enables integration with over 500 different applications. 

Pros: The user interface is easy on the eyes, intuitive, and user-friendly. The tool has an effective drag and drop functionality, and users can perform multiple tasks in multiple documents without leaving the main console.

Rating: 4.4 out of 5 on G2.

Price: DocuWare offers a free trial. Its basic plan provides four users with 20GB of storage for $300 a month.

 Dropbox Business 

Dropbox is a platform for collaboration and cloud-based file storage created for the modern workplace to lessen busywork so you can concentrate on the things that matter. Dropbox Business enables limitless business growth while giving you total control over user behavior and sensitive company data.

Dropbox Business is best suited for collaboration across a team of users.

Key features: 

  • Operates on Windows/Mac desktops as well as web-browsers, iOS, and Android apps. 
  • Provides live training with 24/7 support with live representatives. 
  • Offers collaboration tools, eSignature, version control, and compliance tracking.
  • Offers features for document archiving, assembly, indexing, and retention.
  • Offers file recovery, file type conversion, offline access.
  • Enables administration with user and role management.

Pros: Dropbox Business provides a good amount of storage space for a business entity. It is a great collaboration tool for our team. Working on common projects, revising documents, and creating system backups can all be done with ease.

Rating: 4.3 out of 5 on G2.

Price: A free trial is available. The Standard plan is $12.50 per month per user (starting at five users). For full access to more sophisticated features and unlimited storage, purchase the Advanced plan at $20 per month per user. 

eFileCabinet

Overview: On a single platform, eFileCabinet offers companies intelligent organizing, workflow automation, secure file-sharing, and eSignature requests.

This tool is ideal for content management of businesses of all sizes across industries, including accounting, construction, real estate, manufacturing, and healthcare.

Key features:

  • Offers a cloud-based and on-premise platform.
  • Operates on Mac and Windows, iOS, and Android mobile apps.
  • Provides features for managing workflows, OCR, secure file-sharing, email importing, and eSignature.
  • Allows file type conversion, version control, file recovery, and document archiving.
  • Offers in-person and remote training along with 24/7 support.

Pros: Offers on-premise and cloud options, giving customers the flexibility to choose the best plan for their business.

Rating: 4.4 out of 5 on G2.

Price: eFileCabinet offers three subscription tiers: 

  • Advantage: The Advantage tier is priced at $55 per user per month (billed annually). It requires a minimum of three users.
  • Business: The Business tier costs $99 per user per month (billed annually).
  • Unlimited: The Unlimited tier costs $199 per user per month (billed annually).

Google Drive

Overview: Anyone with a Google account can access Google Drive, a cloud-based DMS. It makes it simple to save, sync, and share files.

This tool is best suited for teams collaboratively working on real-time projects. Shareability and real-time editing features of Google Drive take professional collaboration to the next level.

Key features: 

  • Provides extensive storage for many file types.
  • Enables integration with other Google products and outside apps and files.
  • Offers Search function to find documents by file type or by name.
  • Allows file conversion, file editing history, document back-up to the cloud for easy synchronization across devices and easy recovery.
  • Offers easy file sharing with external members through like sharing and email.
  • Offers offline capabilities for selected files and accounts.

Pros: Due to its intuitive UI, Google Drive aces it when it comes to usability. Its efficient built-in search engine is a highlight, allowing users to search files by type and owner.

Rating: 4.7 out of 5 on G2.

Price: Free, single users are given 15GB of storage, and they can pay for more storage (billed by month). GSuite subscriptions include 30GB with the Basic Plan at $6 per user per month for those looking to implement it in a business setting. The Business plan, which is the most popular one, offers unlimited cloud storage for $12 per user per month.

Laserfiche

Overview: Laserfiche offers automated business processes and intelligent document management. By using effective workflows, electronic forms, document management, and analytics, it eliminates manual processes and automates repetitive tasks, speeding up corporate operations.

Laserfiche platform is suitable for content management of businesses of all sizes in industries such as accounting, construction, education, real estate, manufacturing, and healthcare.

Key features: 

  • Operates on Windows, iOS/Android apps, and web-based access.
  • Offers collaboration tools, eSignature, and compliance tracking.
  • Offers features for document archiving, indexing, retention, version control, and offline access
  • Offers file recovery and file type conversion.
  • Provides business process management, workflow management, and enterprise content management features. 

Pros: Laserfiche boosts efficiency with automation, optimizing the application process, simplifying case management, and eliminating paperwork for employee onboarding. Laserfiche makes it easy to create, store, and send digital documents within the business, speeding up correspondence and making it easy to make data-driven decisions since all the information is in one place.

Rating: 4.6 out of 5 on G2.

Price: The product uses a subscription-based model for $50 per month. 

Editorial comments: Laserfiche seems more expensive than other solutions and does not provide document assembly 

LogicalDOC

By emphasizing quick document retrieval and business process automation, LogicalDOC seeks to assist enterprises in taking control of their document management.

Because of its adaptability, LogicalDOC is best suited for small, medium, and large businesses, such as banks, healthcare facilities, mechanical industries, and medium-sized towns.

Key features:

  • Operates on web-browsers, iOS, and Android App with a multilingual interface.
  • Provides multilingual full-text indexing, version control, document password protection.
  • Allows document search, check-in/check-out function, annotations, internal messaging, and email sharing.
  • Enables modifications under specific functions. 

Pros: LogicalDOC is a very intuitive tool for planning, executing, and managing business projects.

Rating: 3.5 out of 5 on G2.

Price: LogicalDOC Community is free, open-source software. There are larger packages available with consultation. Check LogicalDOC’s website for more. 

Editorial comments: The free, open-source software, while being a cost-effective option, lacks some safety and document recovery features. These are available with paid licenses.

M-Files

A next-generation intelligent information management platform from M-Files helps individuals access and use information more efficiently, which boosts corporate performance. M-Files unites systems, data, and content throughout the organization without interfering with current systems and processes or necessitating data migration, in contrast to standard enterprise content management (ECM) solutions or content services platforms.

M-Files is suitable for small to mid-sized businesses that lean heavily on paper-based processes. Their packaging is unique. Customers can choose which features they want and can opt-out of others, making it both flexible and cost-efficient.

Key features: 

  • Enables customization with other features available for purchase and bundling.
  • Offers offline access, file recovery, file type conversion, version control.
  • Provides OCR features for more complete search capabilities.
  • Offers collaboration tools, automated workflow, compliance tracking, eSignature.
  • Offers features for document archiving, assembly, indexing, and retention.
  • Provides access and control permission tools.

Online document management tool Folderit is appropriate for both personal and professional use. The advanced search function in Folderit is a special feature that makes it easy to locate all the required files.

Utilizing three access levels, the electronic document management system enables you to share files, folders, and even accounts (Previewer, Viewer, Editor). Additionally, you can make a user group and share the papers with everyone in it at once. You may view a history of each activity any team member has made on a file using the Audit Trail function.

It is feasible to upload updated versions of a file while keeping older versions of the file and its associated information. Additionally, you may access all of your files stored in Folderit from any device and retrieve your document with only one click.

Conclusion

Document management systems are used by businesses to boost productivity and get rid of tedious tasks. It becomes obvious when studying the top cloud-based document management systems that having the proper tools for workflow customisation is essential if firms are to succeed in the rapidly shifting business environment.

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