Best Document Management Software for Small Business - Page 3

PDFHaul is an all-in-one PDF processing platform designed with user privacy at its core. Whether you want to merge contracts, compress academic papers, split invoices, or sign documents while on the move, PDFHaul efficiently manages these tasks directly in your browser or mobile device. What sets PDFHaul apart from other PDF solutions includes: Privacy as a priority: Your files are encrypted during transfer, processed in secure environments, and automatically erased within a two-hour window. No permanent file storage. No data selling. Period. Zero installation needed: All tools function directly in your browser, eliminating the need for downloads or updates. Optimized for mobile: Users can access full-featured iOS and Android applications, enabling PDF processing anytime, anywhere. Additionally, the share sheet feature allows you to open any PDF instantly in PDFHaul from any application. Extensive tool suite: With 20 different functionalities available, users can handle the complete PDF workflow, including merging, splitting, compressing, rotating, converting to images and office formats, rearranging pages, deleting duplicates, removing blank pages, editing metadata, annotating, highlighting, signing, and redacting. Best of all, it is completely free to use, making it accessible to everyone.

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.

Experience an all-in-one Document Management Software that empowers you to Capture, Centralize, Manage, and Safeguard all your physical documents, digital files, and emails. Whether you are at the office or on the go, access your information effortlessly through any Web Browser or utilize our mobile applications. With features like intelligent data capture, advanced search, secure file sharing, automated workflows, digital signatures, version control, web forms, audit trails, and two-factor authentication, Docsvault helps teams ensure information is safe, compliant, and always within reach. From law firms and government agencies to manufacturing, finance, and HR, Docsvault empowers users with compliance-ready tools, role-based access, and seamless collaboration. Whether it’s managing contracts, processing invoices, onboarding employees, organizing production files, or archival records, Docsvault makes complex document tasks into a simple, unified workflow - giving businesses peace of mind. Docsvault facilitates seamless document management, sharing, and collaboration for businesses of all sizes. Streamline your document workflows and maintain organization as your business expands!

Complete document lifecycle management. Any electronic document can be controlled, including Microsoft Office files Word, Excel PowerPoint PDF, AutoCAD, SolidWorks. Control document releases. Documents that are new. Revisions to existing papers. Obsolete documents. Ensure that all approvals are documented. Electronic signatures should be captured. Email alerts to notify reviewers Organize electronic documents. Organize electronic documents by type, department, and owner. For quick reference, group related documents. Training requirements are reset with new releases User login: Define passwords and privileges. Simple and effective reports. You can measure the effectiveness of your document management system. You can install on your local server, or use our Cloud QMS solution. Manage Training Records. Define job descriptions / roles and responsibilities. For revision control documents, define training requirements by position (standard training required for each position) and by employee (special training required for each employee).

Fortva is a comprehensive cloud-based platform for document management (DMS) and contract lifecycle management (CLM), designed to assist organizations in efficiently organizing, securing, and overseeing their documents and contracts in a centralized location. The platform facilitates every stage of the lifecycle, from document creation and collaboration to approval, e-signatures, and long-term storage. Key features encompass workflow automation, version control, redlining, audit trails, and the capability for secure sharing of sensitive information. By leveraging AI-driven OCR and data extraction technologies, Fortva streamlines various processes and provides valuable insights. It also prioritizes data security and compliance through zero-knowledge encryption, role-based access controls, and single sign-on (SSO) features. Moreover, its ability to integrate seamlessly with popular tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier further enhances its utility by linking documents to essential business workflows. This comprehensive approach ultimately empowers businesses to manage their documents and contracts more effectively and securely.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate

DigiParser automates document workflows and extracts data from documents such as invoices, contracts forms, resumes and receipts. It uses advanced OCR, machine learning, and data extraction to extract, validate, process, and convert documents into structured CSV or JSON formats. Users can create custom parsers, automate workflows and integrate the extracted information into tools such as Zapier, QuickBooks Xero Salesforce, Google Sheets etc. DigiParser allows for team collaboration through flexible billing options. This allows multiple team members to be able to work on different Parsers. Its features, such as schema customization, review phases, and workflow automation ensure high accuracy in data extract while saving time and reducing the manual work.

Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Pilot onboarding service w/ portal design support and workforce training - Internal & external knowledge base options - Create multiple workspaces - Portal analytics & feedback with Docsie Vocally - Custom domain on free tier - Markdown compatible - Docsie Editor with rich formatting and content embeds - iFrame - SwaggerAPI import - Built-in and custom document templates - Help center deployment & in-app help sidebar - Share guided tours & create with our builder Chrome extension - Manage multiple versions, languages, and view change history - Webhook support in Mattermost, Slack, and more - Ghost AI language translation (available) & generative AI (in-progress) - Project management with kanban and task creation - RBAC/JWT/SSO for security, user management, and data protection

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

Experts in the purchase-to-pay domain, we support companies in Basware and Kofax support functions to help you manage your daily problems via our online support platform. From the beginning, your BasWare enhancement request or incident request will be assigned to one our consultants. Basware experts test all tickets. To get a pre-analysis of your needs and a quote, open a support ticket. All elements of your invoices (Invoice image + attachments) are available. Locate the entire BasWare audit trail for your accounting document. You can use the multi-criteria search tool to display the list of invoices. View all BasWare invoice data (header and account assignments, line item). View all attachments that are linked to your BasWare IP invoices. Search using multiple criteria to locate all invoices

UserWay is a pioneer in AI-powered web accessibility technologies designed to dismantle digital accessibility barriers, Their suite of accessibility solutions assist over 60 million users with disabilities daily as they help to make every digital touchpoint intuitive and inclusive. By bringing a distinct blend of legal, accessibility, and technical expertise together, UserWay’s digital accessibility compliance products support continuous adherence to accessibility laws and guidelines, such as WCAG 2.2, ADA, EN 301-549, and Section 508. Beyond their state-of-the-art Accessibility Widget, UserWay's Accessibility Plugin adds accessibility into websites on platforms like Shopify, Wix, and WordPress with native integration. Their Accessibility Scanner automates violation detection and Accessibility Audits provide remediation in real-time. Find out why millions trust UserWay for their digital accessibility and compliance needs.

Perftech.DocSay Document Management Solution. Perftech.DocSay provides comprehensive document and information management in a modern environment. The solution is highly customizable, allowing it to be adapted to your business environment and processes. Perftech.DocSay lets you manage different aspects of documentation including ISO documentation management. Invoice management, project management documentation management and quality management. You can also store original documents such as contracts and quotations. Mail - Process incoming mail, including all related procedures. Validation and capture of invoices Archiving ERP documents electronically Project Management documentation Quality Systems Documentation Management (ISO ,...) Automating document workflows The openness of the system makes it possible to integrate with ERP systems. Flexibility

Adobe created PDF, which stands for Portable Document Format, to facilitate document exchange. DoPDF is a free PDF printer that creates PDF files. It can convert any type of printed document to PDF files once it is installed. DoPDF installs itself as an automatic virtual PDF printer driver. After a successful installation, it will be listed in your Printers & Faxes list and in the All Programs list. You can convert to PDF using doPDF in two ways. This is exactly the same as printing to a regular printer. However, the PDF file will not be printed. Use the doPDF Startup window. DoPDF has an executable file that you can run to launch a conversion wizard. It is accessible from the start program group.

PDF Tools for you to be more productive with PDF documents. Free and easy to use! Add text, images, freehand annotations to PDF. Fill forms. Create your own signature and sign document. Send PDF files safely and securely with a link that automatically expires, zero-knowledge end-to-end encryption with 256-bit AES.

SodaPDF is the software solution that will help your business achieve any document goal quickly and easily. You can edit, create, convert and sign PDFs according to your requirements. Use the best PDF editor and converter to modify documents. Our PDF tools are easy to use and can be used to simplify any document workflow. Our Batch tool is the fastest Microsoft Office-to PDF converter on the market. It allows you to create multiple PDFs or convert them all at once. You can also add page numbers, watermarks and Bates numbers to multiple files or folders. Our E-Sign feature allows you to sign, manage and track electronic signatures remotely. OCR Edit saves time and eliminates the need to retype text. It allows you to quickly search, recognize and modify any image or scanned document. Access the entire Soda PDF suite of tools and services from your desktop or any device that has a web browser.

Inhubber is an AI- and blockchain-powered Contract Lifecycle Management (CLM) and eSignature platform that delivers maximum security, transparency, and efficiency. The platform centralizes all contract types in one secure repository, supporting simple, advanced, and qualified eSignatures (QES) that are legally compliant under eIDAS. Inhubber’s artificial intelligence automatically analyzes contracts, extracts key clauses, identifies risks, and generates compliance and ESG reports, helping companies meet regulatory obligations such as GDPR, the German Supply Chain Act (LkSG), and the EU CSDDD. Automated reminders, workflows, and approval processes ensure timely renewals, contract fulfillment, and audit readiness. Blockchain archiving guarantees tamper-proof storage and trusted audit trails. Inhubber also includes OCR, full-text search, task management, multi-tenancy, and advanced roles and permissions for secure collaboration. The platform is multilingual (English, German, French) and hosted on ISO 27001-certified servers in Germany and the EU. Trusted by enterprises, SMEs, and public institutions worldwide, Inhubber transforms contract management into a strategic advantage for procurement, sales, HR, real estate, energy, and public administration.

Create, review and edit PDF Documents with this full-featured PDF editor available for Windows, Mac, and Linux. PDF Studio is easy to use and a dependable substitute for PDF editors such as Adobe® Acrobat®. It contains all the PDF features and tools needed at a much affordable price, maintaining full compatibility with PDF standards. PDF Studio Standard Features: -Create PDFs -Scan to-PDF -Annotate and markup PDFs -Precision Measuring Instruments -Fill in and Save PDF Forms -Secure Documents -Append/Delete Pages -Create Watermarks, Headers, Footers -Loupe, Pan & Zoom, Rulers, etc... -Document Storage Integrations -DocuSign Integration -Supports PDF 2.0 standards PDF Studio Pro Features: -All features in Standard, Plus... -Interactive Form Designer -OCR (Text Recognition). -Content editing (Text and images) -Redact & Sanitize PDFs -Compare PDFs -Optimize PDFs -Digitally Sign PDFs -Advanced Imposition

Publuu makes it easy to create interactive flipbooks from PDF. You can convert a PDF into a flip book by adding branding, choosing background, colors, and inserting interactive hotspots. Your flipbook can be made SEO-friendly. Share it with your readers via email, social media or embedding it on a website. Engage customers and see their reactions in real-time!

SendTurtle provides founders, business owners, and consultants with document eSignature, sending, and post-send analytics. SendTurtle enables AI to track views, time-on-page heatmaps, next step suggestions, and more. Close deals, pitches, and more with insight. Start today with no demo required.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

FuseBase allows you to communicate and collaborate with both your team and clients. Create your Organization, and invite your team members to it. Create super documents with a wide range of integration options. Add and manage tasks to your team. Comment on them and chat directly in your workspaces. Empower yourself and your team to complete tasks faster, with fewer meetings and iterations. Nimbus Business gives you more chances to increase your brand awareness. AI can improve your workflow. Nimbus AI is a powerful tool that will transform the way you manage time. Create content from scratch or enhance existing content. Get personalized recommendations. You can benefit from an AI assistant who is always available in your work hub.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Hexamail flow is an email client that includes calendaring, tasks, and contacts. It works with Office 365, Gmail and Exchange on premises, as well as all IMAP/POP3 servers. The GDPR data protection module provides email and office document redaction capabilities, including full PST file import, EML and MSG file import, Office document import, printing output, or PDF generation of redacted material.