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Best Document Management Software for Small Business

Gauri Pawsey
GP
Researched and written by Gauri Pawsey

Products classified in the overall Document Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Document Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Document Management category.

In addition to qualifying for inclusion in the Document Management Software category, to qualify for inclusion in the Small Business Document Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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22 Listings in Small Business Document Management Available

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    G2 Score
M-Files
(284)4.4 out of 5
3rd Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    M-Files is the leading document management platform designed to enhance knowledge work automation by streamlining processes and improving efficiency. This comprehensive solution addresses various aspe

    Users
    • Project Manager
    • IT Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Mid-Market
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • M-Files Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    92
    Document Management
    51
    Easy Access
    45
    Data Management
    39
    Organization
    39
    Cons
    Learning Curve
    31
    Training Required
    26
    Slow Performance
    19
    Slow Loading
    15
    Outdated Features
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • M-Files features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.5
    7.7
    Ease of Admin
    Average: 8.1
    8.6
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    M-Files Corporation
    Company Website
    Year Founded
    2002
    HQ Location
    Austin, Texas
    Twitter
    @M_Files
    8,684 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    740 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

M-Files is the leading document management platform designed to enhance knowledge work automation by streamlining processes and improving efficiency. This comprehensive solution addresses various aspe

Users
  • Project Manager
  • IT Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Mid-Market
  • 38% Small-Business
M-Files Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
92
Document Management
51
Easy Access
45
Data Management
39
Organization
39
Cons
Learning Curve
31
Training Required
26
Slow Performance
19
Slow Loading
15
Outdated Features
13
View All Pros and Cons
M-Files features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.5
7.7
Ease of Admin
Average: 8.1
8.6
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Seller
M-Files Corporation
Company Website
Year Founded
2002
HQ Location
Austin, Texas
Twitter
@M_Files
8,684 Twitter followers
LinkedIn® Page
www.linkedin.com
740 employees on LinkedIn®
Zoho WorkDrive
(645)4.4 out of 5
4th Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho Docs is now Zoho WorkDrive! Launched in 2019 as the successor to Zoho Docs, Zoho WorkDrive is a robust content management platform trusted by over 1 million businesses worldwide. Built for mo

    Users
    • Owner
    • Software Engineer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 51% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho WorkDrive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    58
    Team Collaboration
    45
    Real-Time Collaboration
    35
    File Sharing
    31
    Seamless Integration
    26
    Cons
    Slow Performance
    21
    Slow Loading
    17
    Limited Customization
    16
    Missing Features
    14
    Syncing Issues
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho WorkDrive features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.5
    8.7
    Ease of Admin
    Average: 8.1
    8.6
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,279 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,500 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho Docs is now Zoho WorkDrive! Launched in 2019 as the successor to Zoho Docs, Zoho WorkDrive is a robust content management platform trusted by over 1 million businesses worldwide. Built for mo

Users
  • Owner
  • Software Engineer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 51% Small-Business
  • 36% Mid-Market
Zoho WorkDrive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
58
Team Collaboration
45
Real-Time Collaboration
35
File Sharing
31
Seamless Integration
26
Cons
Slow Performance
21
Slow Loading
17
Limited Customization
16
Missing Features
14
Syncing Issues
14
View All Pros and Cons
Zoho WorkDrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.5
8.7
Ease of Admin
Average: 8.1
8.6
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.6
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,279 Twitter followers
LinkedIn® Page
www.linkedin.com
29,500 employees on LinkedIn®
Phone
+1 (888) 900-9646

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Redtail Technology
(210)4.3 out of 5
12th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based appl

    Users
    • Financial Advisor
    • Office Manager
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 90% Small-Business
    • 6% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Redtail Technology Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    39
    Helpful
    30
    Customer Support
    21
    User-Friendly
    17
    Integrations
    16
    Cons
    Missing Features
    14
    Learning Curve
    9
    Limited Features
    6
    Poor Customer Support
    6
    UX Improvement
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Redtail Technology features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.8
    Ease of Admin
    Average: 8.1
    8.8
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Orion Advisor Tech
    Company Website
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,825 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,917 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based appl

Users
  • Financial Advisor
  • Office Manager
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 90% Small-Business
  • 6% Mid-Market
Redtail Technology Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
39
Helpful
30
Customer Support
21
User-Friendly
17
Integrations
16
Cons
Missing Features
14
Learning Curve
9
Limited Features
6
Poor Customer Support
6
UX Improvement
6
View All Pros and Cons
Redtail Technology features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.5
8.8
Ease of Admin
Average: 8.1
8.8
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Seller
Orion Advisor Tech
Company Website
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,825 Twitter followers
LinkedIn® Page
www.linkedin.com
1,917 employees on LinkedIn®
DocuWare
(246)4.4 out of 5
Optimized for quick response
10th Easiest To Use in Document Management software
View top Consulting Services for DocuWare
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

    Users
    • Software Analyst
    Industries
    • Information Technology and Services
    • Pharmaceuticals
    Market Segment
    • 47% Mid-Market
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocuWare Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Document Management
    16
    Data Management
    15
    Integrations
    14
    Automation
    13
    Cons
    Learning Curve
    8
    Expensive
    6
    Missing Features
    6
    Complexity
    5
    Cost Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocuWare features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.2
    Ease of Admin
    Average: 8.1
    8.9
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DocuWare
    Company Website
    Year Founded
    1988
    HQ Location
    Beacon, NY
    Twitter
    @DocuWare
    2,301 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    592 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

Users
  • Software Analyst
Industries
  • Information Technology and Services
  • Pharmaceuticals
Market Segment
  • 47% Mid-Market
  • 30% Enterprise
DocuWare Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Document Management
16
Data Management
15
Integrations
14
Automation
13
Cons
Learning Curve
8
Expensive
6
Missing Features
6
Complexity
5
Cost Issues
5
View All Pros and Cons
DocuWare features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.5
8.2
Ease of Admin
Average: 8.1
8.9
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Seller
DocuWare
Company Website
Year Founded
1988
HQ Location
Beacon, NY
Twitter
@DocuWare
2,301 Twitter followers
LinkedIn® Page
www.linkedin.com
592 employees on LinkedIn®
Laserfiche
(1,164)4.7 out of 5
Optimized for quick response
6th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:$53.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Get work done faster with Laserfiche, the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analytic

    Users
    • Business Systems Analyst
    • Deputy City Clerk
    Industries
    • Government Administration
    • Education Management
    Market Segment
    • 59% Mid-Market
    • 26% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Laserfiche is a document management system that provides secure storage, backup, retrieval, and automation of documents, and does not require coding abilities to operate.
    • Users frequently mention the system's robust search capabilities, strict security measures, and the ability to improve business processes with workflows, as well as its usefulness in structuring and managing records across various departments.
    • Reviewers mentioned that the system can be complex to configure, has issues with large document loads when searching or backing up, and that the deployment of Laserfiche can be costly, which may deter small businesses.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Laserfiche Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    116
    Process Automation
    86
    Automation
    81
    Workflow Management
    70
    Document Management
    64
    Cons
    Learning Curve
    39
    Learning Difficulty
    33
    Missing Features
    27
    Update Issues
    23
    Performance Issues
    21
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Laserfiche features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.5
    8.5
    Ease of Admin
    Average: 8.1
    9.0
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Laserfiche
    Company Website
    Year Founded
    1976
    HQ Location
    Long Beach, California
    Twitter
    @laserfiche
    4,799 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    417 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Get work done faster with Laserfiche, the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analytic

Users
  • Business Systems Analyst
  • Deputy City Clerk
Industries
  • Government Administration
  • Education Management
Market Segment
  • 59% Mid-Market
  • 26% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Laserfiche is a document management system that provides secure storage, backup, retrieval, and automation of documents, and does not require coding abilities to operate.
  • Users frequently mention the system's robust search capabilities, strict security measures, and the ability to improve business processes with workflows, as well as its usefulness in structuring and managing records across various departments.
  • Reviewers mentioned that the system can be complex to configure, has issues with large document loads when searching or backing up, and that the deployment of Laserfiche can be costly, which may deter small businesses.
Laserfiche Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
116
Process Automation
86
Automation
81
Workflow Management
70
Document Management
64
Cons
Learning Curve
39
Learning Difficulty
33
Missing Features
27
Update Issues
23
Performance Issues
21
View All Pros and Cons
Laserfiche features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.5
8.5
Ease of Admin
Average: 8.1
9.0
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Seller
Laserfiche
Company Website
Year Founded
1976
HQ Location
Long Beach, California
Twitter
@laserfiche
4,799 Twitter followers
LinkedIn® Page
www.linkedin.com
417 employees on LinkedIn®
Signify
(89)4.9 out of 5
1st Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:€19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workf

    Users
    No information available
    Industries
    • Computer Software
    • Human Resources
    Market Segment
    • 40% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Signify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Time Saving
    21
    Convenience
    17
    Time-saving
    17
    Intuitive
    15
    Cons
    Difficult Editing
    3
    Document Management
    3
    Signature Issues
    3
    Slow Loading
    3
    Slow Performance
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Signify features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.5
    9.9
    Ease of Admin
    Average: 8.1
    9.8
    Quality of Support
    Average: 8.4
    9.9
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Signify
    Company Website
    Year Founded
    2021
    HQ Location
    Tbilisi, GE
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workf

Users
No information available
Industries
  • Computer Software
  • Human Resources
Market Segment
  • 40% Small-Business
  • 38% Mid-Market
Signify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Time Saving
21
Convenience
17
Time-saving
17
Intuitive
15
Cons
Difficult Editing
3
Document Management
3
Signature Issues
3
Slow Loading
3
Slow Performance
3
View All Pros and Cons
Signify features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.5
9.9
Ease of Admin
Average: 8.1
9.8
Quality of Support
Average: 8.4
9.9
Ease of Use
Average: 8.6
Seller Details
Seller
Signify
Company Website
Year Founded
2021
HQ Location
Tbilisi, GE
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
Hudu
(334)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:$27.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hudu is a comprehensive IT documentation platform designed to help organizations streamline their operations and improve team efficiency. It provides a centralized hub for storing critical documentati

    Users
    • Owner
    • Director
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 71% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hudu Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    105
    Integrations
    56
    Features
    55
    Customer Support
    47
    Easy Integrations
    43
    Cons
    Missing Features
    27
    UX Improvement
    20
    Poor Integration
    17
    Poor Interface Design
    14
    Limited Features
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hudu features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.5
    9.2
    Ease of Admin
    Average: 8.1
    9.2
    Quality of Support
    Average: 8.4
    9.2
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hudu
    Company Website
    Year Founded
    2018
    HQ Location
    Fort Collins, Colorado
    Twitter
    @HuduHQ
    494 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hudu is a comprehensive IT documentation platform designed to help organizations streamline their operations and improve team efficiency. It provides a centralized hub for storing critical documentati

Users
  • Owner
  • Director
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 71% Small-Business
  • 11% Mid-Market
Hudu Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
105
Integrations
56
Features
55
Customer Support
47
Easy Integrations
43
Cons
Missing Features
27
UX Improvement
20
Poor Integration
17
Poor Interface Design
14
Limited Features
12
View All Pros and Cons
Hudu features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.5
9.2
Ease of Admin
Average: 8.1
9.2
Quality of Support
Average: 8.4
9.2
Ease of Use
Average: 8.6
Seller Details
Seller
Hudu
Company Website
Year Founded
2018
HQ Location
Fort Collins, Colorado
Twitter
@HuduHQ
494 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
XfilesPro
(47)4.9 out of 5
5th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 43% Small-Business
    • 26% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • XfilesPro Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    22
    Ease of Use
    19
    Easy Integration
    14
    Easy Setup
    14
    Seamless Integration
    14
    Cons
    Access Limitations
    3
    Difficult Editing
    3
    Time-Consuming
    3
    Bug Issues
    2
    Difficult Setup
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • XfilesPro features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.5
    9.3
    Ease of Admin
    Average: 8.1
    9.8
    Quality of Support
    Average: 8.4
    9.5
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    XfilesPro Labs
    Company Website
    Year Founded
    2010
    HQ Location
    Bangalore, IN
    Twitter
    @xfiles_pro
    735 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    67 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document

Users
No information available
Industries
  • Computer Software
Market Segment
  • 43% Small-Business
  • 26% Mid-Market
XfilesPro Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
22
Ease of Use
19
Easy Integration
14
Easy Setup
14
Seamless Integration
14
Cons
Access Limitations
3
Difficult Editing
3
Time-Consuming
3
Bug Issues
2
Difficult Setup
2
View All Pros and Cons
XfilesPro features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.5
9.3
Ease of Admin
Average: 8.1
9.8
Quality of Support
Average: 8.4
9.5
Ease of Use
Average: 8.6
Seller Details
Seller
XfilesPro Labs
Company Website
Year Founded
2010
HQ Location
Bangalore, IN
Twitter
@xfiles_pro
735 Twitter followers
LinkedIn® Page
www.linkedin.com
67 employees on LinkedIn®
Revver
(384)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. Designe

    Users
    • Owner
    • President
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 69% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Revver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Document Management
    7
    Ease of Use
    6
    Automation
    5
    Convenience
    4
    Folder Management
    4
    Cons
    Mobile App Issues
    4
    Mobile Limitations
    4
    Poor Mobile Support
    4
    Slow Loading
    4
    Slow Performance
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revver features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.5
    8.4
    Ease of Admin
    Average: 8.1
    8.7
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revver
    Year Founded
    2001
    HQ Location
    Lehi, UT
    Twitter
    @RevverDocs
    5,235 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    98 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. Designe

Users
  • Owner
  • President
Industries
  • Accounting
  • Financial Services
Market Segment
  • 69% Small-Business
  • 24% Mid-Market
Revver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Document Management
7
Ease of Use
6
Automation
5
Convenience
4
Folder Management
4
Cons
Mobile App Issues
4
Mobile Limitations
4
Poor Mobile Support
4
Slow Loading
4
Slow Performance
4
View All Pros and Cons
Revver features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.5
8.4
Ease of Admin
Average: 8.1
8.7
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Seller
Revver
Year Founded
2001
HQ Location
Lehi, UT
Twitter
@RevverDocs
5,235 Twitter followers
LinkedIn® Page
www.linkedin.com
98 employees on LinkedIn®
Foxit PDF Editor
(3,525)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Document Management software
Save to My Lists
DealsSpecial offer!
20% Off: Starting at $1119.92/year
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

    Users
    • Owner
    • President
    Industries
    • Construction
    • Accounting
    Market Segment
    • 62% Small-Business
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Foxit PDF Editor Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    463
    PDF Editing
    303
    Easy Editing
    282
    Features
    270
    Simple
    255
    Cons
    Learning Curve
    79
    Difficulty
    75
    Expensive
    66
    Not-User Friendly
    60
    PDF Issues
    55
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Foxit PDF Editor features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.9
    Ease of Admin
    Average: 8.1
    8.9
    Quality of Support
    Average: 8.4
    9.0
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Foxit
    Company Website
    Year Founded
    2001
    HQ Location
    Fremont, CA
    Twitter
    @foxitsoftware
    6,228 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    523 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

Users
  • Owner
  • President
Industries
  • Construction
  • Accounting
Market Segment
  • 62% Small-Business
  • 23% Mid-Market
Foxit PDF Editor Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
463
PDF Editing
303
Easy Editing
282
Features
270
Simple
255
Cons
Learning Curve
79
Difficulty
75
Expensive
66
Not-User Friendly
60
PDF Issues
55
View All Pros and Cons
Foxit PDF Editor features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.5
8.9
Ease of Admin
Average: 8.1
8.9
Quality of Support
Average: 8.4
9.0
Ease of Use
Average: 8.6
Seller Details
Seller
Foxit
Company Website
Year Founded
2001
HQ Location
Fremont, CA
Twitter
@foxitsoftware
6,228 Twitter followers
LinkedIn® Page
www.linkedin.com
523 employees on LinkedIn®
Hyland OnBase
(325)4.4 out of 5
Optimized for quick response
11th Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built in

    Users
    No information available
    Industries
    • Government Administration
    • Higher Education
    Market Segment
    • 51% Enterprise
    • 42% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OnBase is a content management system that integrates with geographic systems, streamlines secure e-signing, and keeps databases compliant and aligned with internal standards.
    • Users like the ability to customize OnBase to individual groups, its user-friendly design, the ability to incorporate various paper and digital content into one main repository, and the ability to automate traditionally manual processes.
    • Reviewers experienced issues such as the need for periodic tune-ups, limitations on indexing, a steep learning curve for setup, occasional speed complaints, and issues with document locking after upgrades.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hyland OnBase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    71
    Document Management
    41
    Features
    35
    Versatility
    27
    Customization
    26
    Cons
    Missing Features
    35
    Update Issues
    24
    Poor Customer Support
    22
    Technical Issues
    22
    Complexity
    21
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hyland OnBase features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.5
    8.1
    Ease of Admin
    Average: 8.1
    8.3
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hyland
    Company Website
    Year Founded
    1991
    HQ Location
    Westlake, OH
    Twitter
    @Hyland
    13,209 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,163 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built in

Users
No information available
Industries
  • Government Administration
  • Higher Education
Market Segment
  • 51% Enterprise
  • 42% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OnBase is a content management system that integrates with geographic systems, streamlines secure e-signing, and keeps databases compliant and aligned with internal standards.
  • Users like the ability to customize OnBase to individual groups, its user-friendly design, the ability to incorporate various paper and digital content into one main repository, and the ability to automate traditionally manual processes.
  • Reviewers experienced issues such as the need for periodic tune-ups, limitations on indexing, a steep learning curve for setup, occasional speed complaints, and issues with document locking after upgrades.
Hyland OnBase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
71
Document Management
41
Features
35
Versatility
27
Customization
26
Cons
Missing Features
35
Update Issues
24
Poor Customer Support
22
Technical Issues
22
Complexity
21
View All Pros and Cons
Hyland OnBase features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.5
8.1
Ease of Admin
Average: 8.1
8.3
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.6
Seller Details
Seller
Hyland
Company Website
Year Founded
1991
HQ Location
Westlake, OH
Twitter
@Hyland
13,209 Twitter followers
LinkedIn® Page
www.linkedin.com
4,163 employees on LinkedIn®
TeamSlide
(37)4.7 out of 5
14th Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TeamSlide is a slide search and library solution with a PowerPoint add-in. Access all of your slides, images, and videos without ever leaving PowerPoint. TeamSlide checks your presentations for versio

    Users
    No information available
    Industries
    • Consulting
    Market Segment
    • 46% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TeamSlide Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Easy Access
    10
    Search Functionality
    10
    Customer Support
    8
    Easy Integrations
    8
    Cons
    Learning Curve
    5
    Learning Difficulty
    3
    Slow Loading
    3
    Access Issues
    2
    Data Loss
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TeamSlide features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.5
    8.3
    Ease of Admin
    Average: 8.1
    9.4
    Quality of Support
    Average: 8.4
    9.5
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aploris
    Year Founded
    2015
    HQ Location
    Hamburg, Germany
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TeamSlide is a slide search and library solution with a PowerPoint add-in. Access all of your slides, images, and videos without ever leaving PowerPoint. TeamSlide checks your presentations for versio

Users
No information available
Industries
  • Consulting
Market Segment
  • 46% Small-Business
  • 38% Mid-Market
TeamSlide Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Easy Access
10
Search Functionality
10
Customer Support
8
Easy Integrations
8
Cons
Learning Curve
5
Learning Difficulty
3
Slow Loading
3
Access Issues
2
Data Loss
2
View All Pros and Cons
TeamSlide features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.5
8.3
Ease of Admin
Average: 8.1
9.4
Quality of Support
Average: 8.4
9.5
Ease of Use
Average: 8.6
Seller Details
Seller
Aploris
Year Founded
2015
HQ Location
Hamburg, Germany
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
SuiteFiles
(59)4.5 out of 5
Save to My Lists
Entry Level Price:$30.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SuiteFiles is a total document management system for busy professional services teams.  Ditch the admin and simplify your workflows by bringing all your document management needs into one platform:

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SuiteFiles Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Document Organization
    3
    Efficiency
    3
    E-Signatures
    3
    Centralization
    2
    Cons
    Accessibility Issues
    1
    Difficult Learning
    1
    Difficult Navigation
    1
    Document
    1
    Document Management
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SuiteFiles features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.5
    9.2
    Ease of Admin
    Average: 8.1
    9.0
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SuiteFiles
    Year Founded
    2012
    HQ Location
    Wellington, NZ
    Twitter
    @SuiteFiles
    682 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SuiteFiles is a total document management system for busy professional services teams.  Ditch the admin and simplify your workflows by bringing all your document management needs into one platform:

Users
No information available
Industries
  • Accounting
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
SuiteFiles Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Document Organization
3
Efficiency
3
E-Signatures
3
Centralization
2
Cons
Accessibility Issues
1
Difficult Learning
1
Difficult Navigation
1
Document
1
Document Management
1
View All Pros and Cons
SuiteFiles features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.5
9.2
Ease of Admin
Average: 8.1
9.0
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.6
Seller Details
Seller
SuiteFiles
Year Founded
2012
HQ Location
Wellington, NZ
Twitter
@SuiteFiles
682 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
SmartVault
(102)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clie

    Users
    No information available
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 81% Small-Business
    • 13% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SmartVault Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Easy Upload
    4
    Secure Sharing
    4
    Security
    4
    File Sharing
    3
    Cons
    Limited Customization
    3
    Expensive
    2
    Pricing Concerns
    2
    Cost Issues
    1
    Integration Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartVault features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.5
    8.5
    Ease of Admin
    Average: 8.1
    8.4
    Quality of Support
    Average: 8.4
    8.7
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GetBusy
    Year Founded
    1998
    HQ Location
    CAMBRIDGE, Cambridgeshire
    Twitter
    @getbusy
    459 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clie

Users
No information available
Industries
  • Accounting
  • Financial Services
Market Segment
  • 81% Small-Business
  • 13% Mid-Market
SmartVault Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Easy Upload
4
Secure Sharing
4
Security
4
File Sharing
3
Cons
Limited Customization
3
Expensive
2
Pricing Concerns
2
Cost Issues
1
Integration Issues
1
View All Pros and Cons
SmartVault features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.5
8.5
Ease of Admin
Average: 8.1
8.4
Quality of Support
Average: 8.4
8.7
Ease of Use
Average: 8.6
Seller Details
Seller
GetBusy
Year Founded
1998
HQ Location
CAMBRIDGE, Cambridgeshire
Twitter
@getbusy
459 Twitter followers
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
FileHold Document Management Software
(31)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FileHold is an enterprise-grade document management and workflow solution designed to help organizations securely manage their digital documents with confidence. This comprehensive platform enables us

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 68% Small-Business
    • 23% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FileHold Document Management Software features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.5
    9.3
    Ease of Admin
    Average: 8.1
    9.4
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FileHold Systems
    Company Website
    Year Founded
    2005
    HQ Location
    Burnaby, British Columbia
    Twitter
    @FileHoldSystems
    191 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FileHold is an enterprise-grade document management and workflow solution designed to help organizations securely manage their digital documents with confidence. This comprehensive platform enables us

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 68% Small-Business
  • 23% Mid-Market
FileHold Document Management Software features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.5
9.3
Ease of Admin
Average: 8.1
9.4
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.6
Seller Details
Seller
FileHold Systems
Company Website
Year Founded
2005
HQ Location
Burnaby, British Columbia
Twitter
@FileHoldSystems
191 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
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