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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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25 Listings in Small Business Document Management Available

(280)4.4 out of 5
6th Easiest To Use in Document Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    M-Files delivers Context-First Document Management with an AI-native, metadata-driven architecture that eliminates information chaos and improves productivity across the document lifecycle. By linking

    Users
    • Project Manager
    • IT Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 39% 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
  • 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: 8.6
    7.7
    Ease of Admin
    Average: 8.2
    8.6
    Quality of Support
    Average: 8.4
    8.5
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2002
    HQ Location
    Austin, Texas
    Twitter
    @M_Files
    8,646 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    769 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

M-Files delivers Context-First Document Management with an AI-native, metadata-driven architecture that eliminates information chaos and improves productivity across the document lifecycle. By linking

Users
  • Project Manager
  • IT Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 39% 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
M-Files features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.6
7.7
Ease of Admin
Average: 8.2
8.6
Quality of Support
Average: 8.4
8.5
Ease of Use
Average: 8.6
Seller Details
Year Founded
2002
HQ Location
Austin, Texas
Twitter
@M_Files
8,646 Twitter followers
LinkedIn® Page
www.linkedin.com
769 employees on LinkedIn®
(664)4.4 out of 5
7th 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
    • 35% 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
    67
    Team Collaboration
    54
    Real-Time Collaboration
    40
    Collaboration
    35
    File Sharing
    34
    Cons
    Slow Loading
    26
    Slow Performance
    25
    Missing Features
    18
    Performance Issues
    18
    Limited Customization
    17
  • 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: 8.6
    8.7
    Ease of Admin
    Average: 8.2
    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
    136,812 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 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
  • 35% 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
67
Team Collaboration
54
Real-Time Collaboration
40
Collaboration
35
File Sharing
34
Cons
Slow Loading
26
Slow Performance
25
Missing Features
18
Performance Issues
18
Limited Customization
17
Zoho WorkDrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.6
8.7
Ease of Admin
Average: 8.2
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
136,812 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
Phone
+1 (888) 900-9646
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(3,373)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Document Management software
View top Consulting Services for PandaDoc
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Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 68% Small-Business
    • 25% 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.
    • PandaDoc is a document automation software that allows users to create, send, and track documents, contracts, and proposals, with features such as e-signatures, templates, and CRM integration.
    • Reviewers appreciate the professional look of the documents, the ease of use, the ability to track when a document is opened, and the seamless integration with various CRM systems.
    • Users reported issues with the mobile app, difficulties in editing complex documents on mobile devices, limitations in customization, and occasional platform slowness.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PandaDoc 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
    651
    Document Management
    340
    Simple
    305
    E-Signatures
    290
    Intuitive
    278
    Cons
    Signature Issues
    109
    Missing Features
    93
    Expensive
    86
    Difficult Editing
    80
    Editing Difficulty
    74
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PandaDoc features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.6
    9.1
    Ease of Admin
    Average: 8.2
    9.1
    Quality of Support
    Average: 8.4
    9.2
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    18,490 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    880 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 68% Small-Business
  • 25% 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.
  • PandaDoc is a document automation software that allows users to create, send, and track documents, contracts, and proposals, with features such as e-signatures, templates, and CRM integration.
  • Reviewers appreciate the professional look of the documents, the ease of use, the ability to track when a document is opened, and the seamless integration with various CRM systems.
  • Users reported issues with the mobile app, difficulties in editing complex documents on mobile devices, limitations in customization, and occasional platform slowness.
PandaDoc 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
651
Document Management
340
Simple
305
E-Signatures
290
Intuitive
278
Cons
Signature Issues
109
Missing Features
93
Expensive
86
Difficult Editing
80
Editing Difficulty
74
PandaDoc features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.6
9.1
Ease of Admin
Average: 8.2
9.1
Quality of Support
Average: 8.4
9.2
Ease of Use
Average: 8.6
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
18,490 Twitter followers
LinkedIn® Page
www.linkedin.com
880 employees on LinkedIn®
(211)4.3 out of 5
13th 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
    • 91% 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
  • 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: 8.6
    8.8
    Ease of Admin
    Average: 8.2
    8.8
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,823 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,926 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
  • 91% 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
Redtail Technology features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.6
8.8
Ease of Admin
Average: 8.2
8.8
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Company Website
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,823 Twitter followers
LinkedIn® Page
www.linkedin.com
1,926 employees on LinkedIn®
(245)4.4 out of 5
Optimized for quick response
12th Easiest To Use in Document Management software
View top Consulting Services for DocuWare
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  • 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
  • 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: 8.6
    8.2
    Ease of Admin
    Average: 8.2
    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
    2,286 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    605 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
DocuWare features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.6
8.2
Ease of Admin
Average: 8.2
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
2,286 Twitter followers
LinkedIn® Page
www.linkedin.com
605 employees on LinkedIn®
(92)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
    • 41% Small-Business
    • 36% 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
    47
    Time Saving
    26
    Time-saving
    23
    Convenience
    20
    Digital Signature
    17
    Cons
    Document Management
    4
    Signature Issues
    4
    Slow Loading
    4
    Slow Performance
    4
    Difficult Editing
    3
  • 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: 8.6
    9.9
    Ease of Admin
    Average: 8.2
    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
    34 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
  • 41% Small-Business
  • 36% 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
47
Time Saving
26
Time-saving
23
Convenience
20
Digital Signature
17
Cons
Document Management
4
Signature Issues
4
Slow Loading
4
Slow Performance
4
Difficult Editing
3
Signify features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.6
9.9
Ease of Admin
Average: 8.2
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
34 employees on LinkedIn®
(1,162)4.7 out of 5
Optimized for quick response
10th 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
    • 60% 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 tool that digitizes documents for easy access, sharing, and automated handling of tasks such as creation, approval, and signing.
    • Reviewers appreciate Laserfiche's advanced search option, automated data flow, and integration support, which increase productivity and efficiency, as well as its robust security measures and document integrity.
    • Users mentioned that heavy document workflow can lead to performance problems and lags, the cloud version needs improvements, and the high maintenance costs and IT infrastructure requirements can be prohibitive for 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
    117
    Process Automation
    87
    Automation
    82
    Workflow Management
    69
    Document Management
    65
    Cons
    Learning Curve
    39
    Learning Difficulty
    33
    Missing Features
    28
    Update Issues
    23
    Performance Issues
    22
  • 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: 8.6
    8.5
    Ease of Admin
    Average: 8.2
    9.0
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1976
    HQ Location
    Long Beach, California
    Twitter
    @laserfiche
    4,770 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
  • 60% 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 tool that digitizes documents for easy access, sharing, and automated handling of tasks such as creation, approval, and signing.
  • Reviewers appreciate Laserfiche's advanced search option, automated data flow, and integration support, which increase productivity and efficiency, as well as its robust security measures and document integrity.
  • Users mentioned that heavy document workflow can lead to performance problems and lags, the cloud version needs improvements, and the high maintenance costs and IT infrastructure requirements can be prohibitive for 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
117
Process Automation
87
Automation
82
Workflow Management
69
Document Management
65
Cons
Learning Curve
39
Learning Difficulty
33
Missing Features
28
Update Issues
23
Performance Issues
22
Laserfiche features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.6
8.5
Ease of Admin
Average: 8.2
9.0
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
1976
HQ Location
Long Beach, California
Twitter
@laserfiche
4,770 Twitter followers
LinkedIn® Page
www.linkedin.com
417 employees on LinkedIn®
(341)4.7 out of 5
Optimized for quick response
3rd 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
    • 70% 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
    207
    Features
    111
    Integrations
    105
    Easy Setup
    97
    Easy Integrations
    86
    Cons
    Missing Features
    76
    Poor Integration
    43
    UX Improvement
    41
    Limited Features
    37
    Integration Issues
    36
  • 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: 8.6
    9.2
    Ease of Admin
    Average: 8.2
    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
    497 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
  • 70% 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
207
Features
111
Integrations
105
Easy Setup
97
Easy Integrations
86
Cons
Missing Features
76
Poor Integration
43
UX Improvement
41
Limited Features
37
Integration Issues
36
Hudu features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.6
9.2
Ease of Admin
Average: 8.2
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
497 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
(52)4.8 out of 5
8th 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
    • Financial Services
    Market Segment
    • 40% Small-Business
    • 25% 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
    24
    Ease of Use
    22
    Easy Setup
    15
    Easy Integration
    13
    Reliability
    13
    Cons
    Access Limitations
    3
    Difficult Editing
    3
    Missing Features
    3
    Time-Consuming
    3
    Difficult Setup
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • XfilesPro features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.6
    9.2
    Ease of Admin
    Average: 8.2
    9.8
    Quality of Support
    Average: 8.4
    9.4
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    Bangalore, IN
    Twitter
    @xfiles_pro
    734 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    64 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
  • Financial Services
Market Segment
  • 40% Small-Business
  • 25% 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
24
Ease of Use
22
Easy Setup
15
Easy Integration
13
Reliability
13
Cons
Access Limitations
3
Difficult Editing
3
Missing Features
3
Time-Consuming
3
Difficult Setup
2
XfilesPro features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.6
9.2
Ease of Admin
Average: 8.2
9.8
Quality of Support
Average: 8.4
9.4
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
2010
HQ Location
Bangalore, IN
Twitter
@xfiles_pro
734 Twitter followers
LinkedIn® Page
www.linkedin.com
64 employees on LinkedIn®
(3,554)4.6 out of 5
Optimized for quick response
9th Easiest To Use in Document Management software
Save to My Lists
20% Off: 10-30 Licenses: 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
    • 24% 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
    511
    PDF Editing
    360
    Easy Editing
    337
    Features
    302
    Simple
    296
    Cons
    Learning Curve
    93
    Difficulty
    85
    Expensive
    79
    Not-User Friendly
    75
    Missing Features
    66
  • 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: 8.6
    8.9
    Ease of Admin
    Average: 8.2
    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
    6,225 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    559 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
  • 24% 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
511
PDF Editing
360
Easy Editing
337
Features
302
Simple
296
Cons
Learning Curve
93
Difficulty
85
Expensive
79
Not-User Friendly
75
Missing Features
66
Foxit PDF Editor features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.6
8.9
Ease of Admin
Average: 8.2
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
6,225 Twitter followers
LinkedIn® Page
www.linkedin.com
559 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FolderManifest is a privacy-first desktop software for Windows that helps individuals and organizations verify, document, and audit large folders without sending any data to the cloud. It automaticall

    Users
    • Research Assistant
    Industries
    • Research
    Market Segment
    • 95% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FolderManifest 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 Organization
    8
    Ease of Use
    8
    Organization
    8
    Efficiency
    5
    Storage Solutions
    5
    Cons
    Missing Features
    3
    Limited Functionality
    2
    Outdated Interface
    2
    Slow Loading
    2
    Inefficiency
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FolderManifest features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.6
    10.0
    Ease of Admin
    Average: 8.2
    9.1
    Quality of Support
    Average: 8.4
    9.5
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Sheridan, US
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FolderManifest is a privacy-first desktop software for Windows that helps individuals and organizations verify, document, and audit large folders without sending any data to the cloud. It automaticall

Users
  • Research Assistant
Industries
  • Research
Market Segment
  • 95% Small-Business
  • 5% Mid-Market
FolderManifest 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 Organization
8
Ease of Use
8
Organization
8
Efficiency
5
Storage Solutions
5
Cons
Missing Features
3
Limited Functionality
2
Outdated Interface
2
Slow Loading
2
Inefficiency
1
FolderManifest features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.6
10.0
Ease of Admin
Average: 8.2
9.1
Quality of Support
Average: 8.4
9.5
Ease of Use
Average: 8.6
Seller Details
HQ Location
Sheridan, US
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
(387)4.3 out of 5
Optimized for quick response
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
    10
    Ease of Use
    9
    Automation
    7
    Convenience
    5
    Efficiency
    5
    Cons
    Mobile App Issues
    5
    Mobile Limitations
    5
    Poor Mobile Support
    5
    Slow Loading
    5
    Slow Performance
    5
  • 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: 8.6
    8.4
    Ease of Admin
    Average: 8.2
    8.7
    Quality of Support
    Average: 8.4
    8.7
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Revver
    Company Website
    Year Founded
    2001
    HQ Location
    Lehi, UT
    Twitter
    @RevverDocs
    5,226 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    94 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
10
Ease of Use
9
Automation
7
Convenience
5
Efficiency
5
Cons
Mobile App Issues
5
Mobile Limitations
5
Poor Mobile Support
5
Slow Loading
5
Slow Performance
5
Revver features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.6
8.4
Ease of Admin
Average: 8.2
8.7
Quality of Support
Average: 8.4
8.7
Ease of Use
Average: 8.6
Seller Details
Seller
Revver
Company Website
Year Founded
2001
HQ Location
Lehi, UT
Twitter
@RevverDocs
5,226 Twitter followers
LinkedIn® Page
www.linkedin.com
94 employees on LinkedIn®
(176)4.5 out of 5
4th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:Starting at $140.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Digify is an award-winning cloud-based document security and data room software that gives you full control, protection and tracking over your documents. It is an all-in-one integrated solution combin

    Users
    No information available
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 30% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Digify 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
    16
    Security
    10
    User Interface
    8
    Data Security
    7
    Document Management
    7
    Cons
    File Management
    6
    Expensive
    5
    Missing Features
    4
    Upload Issues
    4
    Cost Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Digify features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.6
    9.5
    Ease of Admin
    Average: 8.2
    9.3
    Quality of Support
    Average: 8.4
    9.3
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2011
    HQ Location
    Singapore, Singapore
    Twitter
    @Digify
    290 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Digify is an award-winning cloud-based document security and data room software that gives you full control, protection and tracking over your documents. It is an all-in-one integrated solution combin

Users
No information available
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 30% Small-Business
  • 25% Mid-Market
Digify 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
16
Security
10
User Interface
8
Data Security
7
Document Management
7
Cons
File Management
6
Expensive
5
Missing Features
4
Upload Issues
4
Cost Issues
3
Digify features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.6
9.5
Ease of Admin
Average: 8.2
9.3
Quality of Support
Average: 8.4
9.3
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
2011
HQ Location
Singapore, Singapore
Twitter
@Digify
290 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
(326)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
    • 43% 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.
    • Hyland OnBase is a content and document management tool that captures and stores documents, supports workflow through configuration and automation, and connects with multiple enterprise apps.
    • Reviewers frequently mention the app's seamless link with geographic systems, its ability to streamline secure e-signing, and its capacity to incorporate a vast amount of paper and digital content into one main repository.
    • Users experienced challenges in configuration requiring IT support and training, a steep learning curve in setting up documents and workflows, and issues with high costs and resource demand leading to reported slowness.
  • 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
    73
    Document Management
    42
    Features
    35
    Versatility
    27
    Customization
    26
    Cons
    Missing Features
    36
    Update Issues
    24
    Poor Customer Support
    23
    Technical Issues
    23
    Complexity
    22
  • 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: 8.6
    8.1
    Ease of Admin
    Average: 8.2
    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
    13,223 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
  • 43% 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.
  • Hyland OnBase is a content and document management tool that captures and stores documents, supports workflow through configuration and automation, and connects with multiple enterprise apps.
  • Reviewers frequently mention the app's seamless link with geographic systems, its ability to streamline secure e-signing, and its capacity to incorporate a vast amount of paper and digital content into one main repository.
  • Users experienced challenges in configuration requiring IT support and training, a steep learning curve in setting up documents and workflows, and issues with high costs and resource demand leading to reported slowness.
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
73
Document Management
42
Features
35
Versatility
27
Customization
26
Cons
Missing Features
36
Update Issues
24
Poor Customer Support
23
Technical Issues
23
Complexity
22
Hyland OnBase features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.6
8.1
Ease of Admin
Average: 8.2
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
13,223 Twitter followers
LinkedIn® Page
www.linkedin.com
4,163 employees on LinkedIn®
(38)4.7 out of 5
15th 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
    • 47% Small-Business
    • 37% 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
    27
    Search Functionality
    13
    Easy Access
    11
    Collaboration
    9
    Customer Support
    9
    Cons
    Learning Curve
    6
    Learning Difficulty
    4
    Slow Loading
    4
    Update Issues
    3
    Access Issues
    2
  • 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: 8.6
    8.5
    Ease of Admin
    Average: 8.2
    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
    5 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
  • 47% Small-Business
  • 37% 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
27
Search Functionality
13
Easy Access
11
Collaboration
9
Customer Support
9
Cons
Learning Curve
6
Learning Difficulty
4
Slow Loading
4
Update Issues
3
Access Issues
2
TeamSlide features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.6
8.5
Ease of Admin
Average: 8.2
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
5 employees on LinkedIn®