Best Document Management Software for Small Business - Page 2

How Many Document Management Software Products Does G2 Track?

Total Products under this Category: 730

Category Stats (Oct 2026)

  • Average Rating: 4.43/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SOLIXCloud ECS (+1.55%) - Among all products in this category, SOLIXCloud ECS recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Document Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 20,100+ Authentic Reviews
  • 730+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Document Management Software

G2 Grid® for Document Management Software plotting products by satisfaction and market presence

Highlighted products: PandaDoc, Foxit PDF Editor, Zoho WorkDrive, M-Files, DocuWare, Laserfiche, Seismic Enablement Cloud, and Nitro PDF.

Underlying data: [Grid® JSON](https://www.g2.com/categories/document-management/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=foxit-pdf-editor&focus%5B%5D=zoho-workdrive&focus%5B%5D=m-files&focus%5B%5D=docuware&focus%5B%5D=laserfiche&focus%5B%5D=seismic-enablement-cloud&focus%5B%5D=nitro-pdf&segment=small-business)

Digify

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 combining document access control, advanced encryption, file analytics, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.

Average Rating: 4.6/5.0

Total Reviews: 106

How Do G2 Users Rate Digify?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.5/10 (Category avg: 8.3/10)
  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Digify?

  • Seller: Digify Inc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Singapore, Singapore
  • Twitter: @Digify
    291 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 37% Medium

What Do G2 Reviewers Say About Digify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the simple interface of Digify, making document sharing and tracking effortlessly secure.
  • Users value the document security features of Digify, enhancing protection through watermarking and screenshot prevention.
  • Users value the document security features of Digify, ensuring safe sharing through watermarking and screenshot protection.
  • Users appreciate the ease of use in Digify, enabling secure document sharing and comprehensive tracking effortlessly.
  • Users value the ease of sharing documents with Digify due to its simple and secure interface.
Cons
  • Users note that file management can feel clunky, especially during uploads and organization actions within data rooms.
  • Users find Digify's poor UI design outdated and cumbersome, requiring excessive clicks for simple tasks.
  • Users find Digify's pricing to be expensive, particularly challenging for smaller teams with limited budgets.
  • Users experience slow performance when uploading large files, affecting overall satisfaction with the Digify platform.

What Are Recent G2 Reviews of Digify?

What Are G2 Users Discussing About Digify?

FolderManifest

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 automatically scans a selected directory, identifies duplicate files using checksum comparison, detects changes across folder versions, and generates a clean HTML manifest report that can be shared, archived, or used for compliance and audit workflows. Unlike traditional duplicate finders or cloud-based file management tools, FolderManifest is built for professionals who manage large, sensitive, or mission-critical file libraries—such as researchers, project managers, studios, engineering teams, compliance teams, digital archivists, and IT administrators. Because the entire process runs locally and offline, no file content or metadata ever leaves the user’s machine, ensuring complete privacy and control. FolderManifest addresses common challenges users face when dealing with complex folder structures: manually tracking duplicates, cleaning disorganized assets, preparing datasets for handover, validating backup integrity, or reconstructing a clear audit trail after months—or years—of file changes. With checksum-based verification, FolderManifest detects duplicate or modified files even if they have different names or timestamps, making it especially valuable for environments that rely on reliable version control and data accuracy. The software produces export-ready HTML manifest reports that include folder trees, file metadata, counts, sizes, modification details, and integrity validation results. These reports are frequently used for research reproducibility, client delivery documentation, compliance audits, data migrations, archival preservation, and collaborative team review. Whether you’re preparing an archive for long-term storage, cleaning up years of project files, verifying that backups are accurate, or organizing a massive media or research dataset, FolderManifest provides a fast, secure, and fully offline solution to bring clarity, confidence, and audit-ready structure to your file system. Includes free online tools (no account required, files never stored): - File integrity checker: https://foldermanifest.com/free-tools/compare-files - Duplicate file finder: https://foldermanifest.com/free-tools/find-duplicates - Folder comparison tool: https://foldermanifest.com/free-tools/folder-compare - SHA-256 / MD5 / CRC32 checksum calculator: https://foldermanifest.com/free-tools/checksum-calculator - File metadata extractor: https://foldermanifest.com/free-tools/metadata-viewer - Spreadsheet duplicate finder: https://foldermanifest.com/free-tools/spreadsheet-duplicate-finder

Average Rating: 4.9/5.0

Total Reviews: 19

How Do G2 Users Rate FolderManifest?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.3/10)
  • Quality of Support: 9.1/10 (Category avg: 8.6/10)
  • Ease of Use: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind FolderManifest?

Who Uses This Product?

  • Who Uses This: Research Assistant
  • Top Industries: Research
  • Company Size: 95% Small, 5% Medium

What Do G2 Reviewers Say About FolderManifest?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of FolderManifest, making organization and documentation exceptionally simple and efficient.
  • Users value the simple and efficient document organization of FolderManifest, enhancing workflow and reducing errors significantly.
  • Users appreciate the efficient organization capabilities of FolderManifest, streamlining folder management while ensuring data privacy.
  • Users highlight efficiency in FolderManifest, enjoying quick organization and reduced manual effort for managing folder structures.
  • Users love the high-accuracy duplicate search of FolderManifest, transforming chaotic folders into organized, efficient directories.
Cons
  • Users are disappointed by missing features, such as Mac compatibility and lack of an undo option, impacting usability.
  • Users feel the user interface could be more effective and user-friendly, impacting overall experience and efficiency.
  • Users find limited customization options in FolderManifest, making adaptation to unique project needs more challenging.
  • Users experience a steep learning curve with FolderManifest due to its unintuitive interface and technical terminology.
  • Users find the limited functionality of FolderManifest restricts efficiency and requires manual management of files.

What Are Recent G2 Reviews of FolderManifest?

Filently

Filently is an AI-powered filing layer for Google Drive that automatically identifies, renames, and organizes your documents without any manual effort. Instead of spending hours renaming files and sorting folders, Filently applies your custom naming conventions and files every document in the right place the moment it arrives. No more "Scan_0147862.pdf". Just a clean, consistent, and searchable Google Drive. Filently is built for freelancers and SMBs who are drowning in client documents and need a Single Source of Truth, without switching to a complex DMS. How it works: Filently connects to your existing Google Drive. When a new document arrives, it reads the content, identifies the document type, applies your naming convention, and moves the file to the correct folder automatically. You can either keep your existing folder structure or let Filently create a clean, optimized one for you. No manual input required. No prompts. No drag and drop. Who uses Filently: Filently is used by anyone who spends too much time managing files instead of doing actual work. If your Google Drive looks like a graveyard of unsorted files, Filently is built for you. Key capabilities: - Auto-detection of document type (invoices, contracts, reports, and more) - Custom naming convention enforcement - Automatic folder routing & smart folder creation - Support for PDF, Word, Excel, images, and 20+ languages - GDPR-compliant, CASA Tier 2 certified, EU-based processing Why Filently: Unlike traditional document management systems, Filently requires no migration and no new infrastructure. Your files stay in Google Drive. Your team keeps working the way they always have, just without the manual filing overhead. Built in Switzerland. GDPR-compliant, CASA Tier 2 certified, EU-based processing. (Filently was formerly known as Fileo.)

Average Rating: 4.8/5.0

Total Reviews: 11

How Do G2 Users Rate Filently?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.3/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Filently?

  • Seller: Filently
  • Year Founded: 2026
  • HQ Location: Frauenfeld, CH
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small, 9% Large

What Do G2 Reviewers Say About Filently?

AI-generated summary from verified user reviews

Pros
  • Users value the automatic folder structure creation in Filently, enhancing their document organization efficiency.

What Are Recent G2 Reviews of Filently?

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SuiteFiles

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures efficient completion of work. The target audience for SuiteFiles encompasses a diverse range of professional service firms, including accounting firms, law firms, and consultancy agencies. These organizations often handle extensive documentation and require effective communication with clients. SuiteFiles addresses these challenges by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible. This organization reduces the likelihood of important information being overlooked or lost, ultimately fostering better collaboration among team members and clients. Key features of SuiteFiles include seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The platform’s ability to consolidate various functions into one interface simplifies the user experience and promotes a more streamlined approach to document management. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are aligned and that client confidence is maintained throughout the process. SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships. This solution not only supports the operational needs of these firms but also contributes to a more collaborative and productive work environment.

Average Rating: 4.5/5.0

Total Reviews: 65

How Do G2 Users Rate SuiteFiles?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.3/10)
  • Quality of Support: 9.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind SuiteFiles?

  • Seller: SuiteFiles
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Wellington, NZ
  • Twitter: @SuiteFiles
    681 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Accounting
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About SuiteFiles?

AI-generated summary from verified user reviews

Pros
  • Users find that SuiteFiles enhances document organization, streamlining collaboration and providing easy access to necessary information.
  • Users find SuiteFiles to be incredibly easy to use, streamlining workflows and enhancing collaboration effortlessly.
  • Users appreciate the centralization of documents in SuiteFiles, enhancing collaboration and efficiency for teams and clients.
  • Users value the efficient email filing in SuiteFiles, ensuring important communications are securely organized and easily accessible.
  • Users appreciate the quick and reliable customer support of SuiteFiles, enhancing their overall experience and efficiency.
Cons
  • Users find the accessibility issues of SuiteFiles can make document retrieval somewhat frustrating and cumbersome.
  • Users find the difficult learning curve challenging, impacting their ability to adapt quickly to SuiteFiles.
  • Users find the difficult navigation in SuiteFiles can be cumbersome when accessing documents, affecting overall efficiency.
  • Users find the document access to be a bit chunky, which can hinder their efficiency and ease of use.
  • Users find the access to documents can be a bit chunky, leading to a less smooth experience.

What Are Recent G2 Reviews of SuiteFiles?

Fastio

Fastio: The AI-first workspace where people and AI agents work on the same files Fastio gives teams one place to store, share, and work on content, with AI built into every workspace. It's a modern alternative to Box, Dropbox, and Google Drive for teams that use AI agents alongside people. ✓ Built-in AI: Every file is indexed automatically, so you can search by meaning, ask questions across a workspace, and get answers that cite the source files ✓ AI agents as teammates: Connect Claude or your own agents through MCP, the REST API, or the CLI, each with its own scoped permissions and a full audit trail ✓ Branded sharing: Client portals with your logo, colors, and custom URL, plus expiring, password-protected links with download tracking ✓ Review and approvals: Comments pinned to video frames, pages, and image regions, one-click approvals, and tasks linked to the files they cover ✓ Media and metadata: Adaptive video streaming, in-browser previews for professional formats, and AI extraction that turns documents into structured, searchable data ✓ Security: Geo-IP controls, virus scanning, and email risk screening, plus SSO, admin policies, and SIEM audit streaming on Enterprise. Import from Google Drive, Dropbox, OneDrive, or Box in a few clicks. Plans start at $9.99/month, or $99/year with yearly billing, with a 14-day trial on monthly plans. Built by VividEngine, the company behind MediaFire, and used by teams at Samsung, Amazon, Walmart, Target, Autodesk, Logitech, and GoPro.

Average Rating: 4.2/5.0

Total Reviews: 55

How Do G2 Users Rate Fastio?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 6.0/10 (Category avg: 8.3/10)
  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Fastio?

  • Seller: VividEngine, LLC
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Texas, US
  • Twitter: @fastdotio
    269 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Fastio?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Fast.io, enabling quick performance testing and effortless file sharing.
  • Users value the simplicity and speed of Fast.io, enabling quick performance tests without unnecessary complexity.
  • Users praise Fast.io for its blazing fast performance, ensuring quick file loading and reliable access across devices.
  • Users find it easy to send and receive files with Fast.io, appreciating its speed and security features.
  • Users value the strong security measures of Fast.io, ensuring privacy and controlled access for their projects.
Cons
  • Users report slow performance during peak times, especially on the free plan, impacting their overall experience.
  • Users experience slow upload speeds, especially with large files, affecting overall performance and efficiency.
  • Users find the limited reporting capabilities of Fast.io restrict their ability to analyze performance effectively and optimize usage.
  • Users find the limited customization options on Fast.io restrict their ability to tailor the experience to their needs.
  • Users are concerned about potential data loss due to interrupted uploads or files flagged by the virus scanning feature.

What Are Recent G2 Reviews of Fastio?

TeamSlide

TeamSlide is a presentation management and slide library solution that works inside PowerPoint. Search and insert approved slides, images, and videos without ever leaving your presentation; synced directly from SharePoint, Box, OneDrive, Google Drive, Dropbox, or any other content management system. No migration required; your content management system stays the single source of truth. Keep every presentation on-brand automatically. Version control flags out-of-date slides and lets your team replace them with one click. Slide check catches typos, formatting problems, and off-brand fonts, colors, and layouts before they reach your audience. Template management ensures every deck starts from an approved design. TeamSlide also use generates fully designed slides using your own PowerPoint design system, so AI output reflects your brand and voice instead of looking generic. Includes SSO, manage access rights, and deploy in the cloud or on-premise. Maximize the value of your content and ensure your entire team builds on-brand presentations. ✅ Learn more at: https://www.teamslide.com

Average Rating: 4.7/5.0

Total Reviews: 43

How Do G2 Users Rate TeamSlide?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.3/10)
  • Quality of Support: 9.5/10 (Category avg: 8.6/10)
  • Ease of Use: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind TeamSlide?

  • Seller: Aploris
  • Year Founded: 2015
  • HQ Location: Hamburg, Germany
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 51% Small, 35% Medium

What Do G2 Reviewers Say About TeamSlide?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of TeamSlide, highlighting its friendly interface and effective search capabilities.
  • Users value the effective search functionality of TeamSlide, enabling quick access to needed slides and enhancing productivity.
  • Users value the easy access to resources, enhancing efficiency and consistency across their organization's presentations.
  • Users love the collaboration features of TeamSlide, enhancing productivity and ensuring access to approved content seamlessly.
  • Users rave about the responsive customer support from TeamSlide, enhancing their overall experience and satisfaction.
Cons
  • Users may face a learning curve with TeamSlide, with initial setup causing some frustration before becoming easier.
  • Users find a learning difficulty with TeamSlide, as the setup and implementation can be challenging for beginners.
  • Users experience slow loading times with TeamSlide, which affects usability and increases wait times for features.
  • Users experience update issues with TeamSlide, as changes are delayed and slide management can be challenging.
  • Users find the access issues frustrating, particularly with the learning curve and lack of offline availability.

What Are Recent G2 Reviews of TeamSlide?

Folderit Document Management

Folderit Document Management is a document management system (DMS) that helps organizations store, organize, control, and track business documents in a structured digital environment. It is designed for teams that need more control over document access, versioning, approvals, traceability, and retention than shared drives or basic file storage tools typically provide. Folderit is used by organizations that manage operational, compliance, quality, HR, finance, project, and governance-related documents and need a clear way to keep information organized, accessible, and up to date. The system supports both everyday document storage and more controlled document processes, including approval workflows, acknowledgement tracking, review cycles, and electronic signing. It can be used by small and mid-sized organizations as well as larger teams that need structured document control without relying on scattered folders, email-based approvals, or manual follow-up. The platform combines document storage with metadata, search, permissions, and workflow tools so users can find files more easily, define who can access them, and follow how documents change over time. Folderit also supports organizations that need a clear audit trail, structured records, and better accountability around document-related actions. Typical use cases include controlled documents, policies, procedures, contracts, project files, HR records, and other business-critical content that needs to remain organized, searchable, and traceable. Key product capabilities include: • Document storage with folder structure, metadata, document numbering, version control, and OCR search • Access management with user permissions, role-based visibility, and controlled sharing • Workflow tools for approval, acknowledgement, review, and electronic signing processes • Audit trail and activity tracking for document history, changes, and user actions • Retention, reminders, and structured document control features for compliance, quality management, and operational use

Average Rating: 4.3/5.0

Total Reviews: 49

How Do G2 Users Rate Folderit Document Management?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.3/10)
  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Folderit Document Management?

Who Uses This Product?

  • Top Industries: Computer Games
  • Company Size: 51% Small, 29% Large

What Do G2 Reviewers Say About Folderit Document Management?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Folderit Document Management, appreciating its simple, secure, and efficient organization.
  • Users value the simple and secure data management of Folderit, appreciating its efficient organization and access to documents.
  • Users find cloud storage invaluable for online data organization and easy document sharing within their teams.
  • Users appreciate the easy access of Folderit, allowing seamless login and efficient file organization from anywhere.
  • Users value the secure storage of Folderit, enhancing data safety and streamlined access for remote work.
Cons
  • Users find the file size limitations restrictive, causing slow uploads and insufficient storage for large files.
  • Users find integration difficult with Folderit, requiring manual steps instead of automated syncing with other tools.
  • Users find Folderit offers limited functionality for advanced enterprise features and specific industry needs.
  • Users find limited storage challenging, especially for large files, affecting efficiency and file management during employee transitions.
  • Users note the slow performance of Folderit Document Management, citing laggy UI and response times as areas for improvement.

What Are Recent G2 Reviews of Folderit Document Management?

What Are G2 Users Discussing About Folderit Document Management?

altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

Average Rating: 4.5/5.0

Total Reviews: 56

How Do G2 Users Rate altaFlow?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.2/10 (Category avg: 8.3/10)
  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind altaFlow?

  • Seller: airSlate
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Brookline, Massachusetts
  • Twitter: @airSlate
    1,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    816 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Higher Education
  • Company Size: 52% Medium, 41% Small

What Do G2 Reviewers Say About altaFlow?

AI-generated summary from verified user reviews

Pros
  • Users commend the excellent customer support of altaFlow, praising its responsiveness and helpfulness when needed.
  • Users value the time-saving features of altaFlow, allowing for quick implementation and efficient workflow management.
  • Users appreciate the ease of use and navigation of altaFlow, finding it quick to implement and efficient.
  • Users love how airSlate improves time management, allowing them to save time and streamline their workflow efficiently.
  • Users appreciate the real-time alerts from altaFlow, ensuring they stay informed about workflow progress and status.
Cons
  • Users report frequent bot issues leading to significant slowdowns and response time delays during complex workflows.
  • Users find the complexity of settings in altaFlow overwhelming, making navigation and understanding challenging.
  • Users find difficult editing a major inconvenience, as it requires restarting the entire signing process for changes.
  • Users find it challenging to navigate altaFlow due to the complexity of its various offerings and features.
  • Users find the difficult setup of altaFlow can be time-consuming, impacting initial user experience despite its advantages.

What Are Recent G2 Reviews of altaFlow?

What Are G2 Users Discussing About altaFlow?

Revver

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers. Designed for industries like finance, insurance, government, and manufacturing, Revver empowers teams to automate up to 80% of repetitive document processes—from intake to approval—boosting productivity and reducing manual effort. With Revver, businesses can: ✷ Organize and retrieve documents instantly through intelligent indexing and search powered by Smart Extract AI, capable of reading diverse file types including scans and handwritten forms. ✷ Automate workflows and approvals with no-code tools that route documents, assign tasks, and enforce compliance rules—helping teams work up to 70% faster than with manual systems. ✷ Share files securely through custom-branded client portals and encrypted email links, maintaining complete audit trails and permissions control. ✷ Simplify compliance with built-in retention schedules, legal holds, audit logs, and SOC 2 Type II and ISO 27001 certified infrastructure. ✷Accelerate signatures and forms with integrated eSignature and fillable form templates that eliminate third-party tools and versioning confusion. Accessible via any web browser or desktop app, Revver enables teams to collaborate securely from anywhere—backed by a U.S.-based customer success team and guided onboarding that delivers fast ROI, often within the first 90 days. With over 2 billion data points processed and 1 million+ workflows automated, Revver helps growing organizations turn their documents into a strategic advantage—working smarter, not harder.

Average Rating: 4.3/5.0

Total Reviews: 434

How Do G2 Users Rate Revver?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.3/10)
  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Revver?

  • Seller: Revver
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Lehi, UT
  • Twitter: @RevverDocs
    5,199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Financial Services
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Revver?

AI-generated summary from verified user reviews

Pros
  • Users love how Revver provides organized and searchable document management, enhancing collaboration and efficiency significantly.
  • Users appreciate the ease of use of Revver, enjoying seamless setup and organized document management for collaboration.
  • Users value the time efficiency of Revver, as it streamlines document organization and retrieval seamlessly.
  • Users praise Revver for its effective automation that streamlines workflows and simplifies document management tasks.
  • Users love the convenience of Revver, enjoying quick setup and effortless content management features that save time.
Cons
  • Users report that Revver can feel slow at times, especially with large files and mobile use.
  • Users experience slow performance with Revver, particularly when handling large files or using the mobile app.
  • Users face inefficient searching in Revver, requiring precise queries which complicate finding documents, especially in large repositories.
  • Users struggle with mobile app issues on Revver, including inefficiency and high costs for small businesses.
  • Users express concerns about mobile limitations in Revver, citing inefficiency and slow performance on devices.

What Are Recent G2 Reviews of Revver?

FileHold Document Management Software

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 users to capture, index, store, search, and collaborate on documents efficiently, ensuring that critical information is accessible anytime and anywhere. Since its inception in 2005, FileHold has gained the trust of businesses, governments, and institutions globally, establishing itself as a reliable choice for document management. Targeted at a diverse range of organizations, from small businesses to large enterprises, FileHold is particularly beneficial for those seeking flexibility, scalability, and control over their document management processes. The solution supports various deployment options, including on-premise, cloud, or hybrid models, allowing organizations to choose the setup that best fits their operational needs. This adaptability makes FileHold suitable for industries such as healthcare, legal, education, finance, and manufacturing, where document security and compliance are paramount. FileHold boasts a variety of key features that enhance its functionality and user experience. Version control ensures that users can track changes and maintain the integrity of documents over time, while metadata tagging facilitates efficient organization and retrieval of information. The automated workflow capabilities streamline processes such as document reviews and approvals, reducing the time spent on manual tasks. Additionally, FileHold supports electronic forms and e-signatures, further simplifying document handling. Advanced security permissions provide organizations with the ability to control access to sensitive information, ensuring that only authorized personnel can view or edit specific documents. The integration of FileHold with Microsoft technologies, including Microsoft Office, SharePoint, and Active Directory, enhances its usability and allows for a more cohesive working environment. Accessible via desktop, web browser, and mobile devices, FileHold empowers teams to transition to a paperless operation, thereby streamlining workflows and improving overall productivity. By reducing reliance on physical documents, organizations can not only enhance compliance but also minimize operational costs and environmental impact, aligning with the growing trend of sustainability in business practices.

Average Rating: 4.6/5.0

Total Reviews: 33

How Do G2 Users Rate FileHold Document Management Software?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.1/10 (Category avg: 8.3/10)
  • Quality of Support: 9.4/10 (Category avg: 8.6/10)
  • Ease of Use: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind FileHold Document Management Software?

  • Seller: FileHold Systems
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Burnaby, British Columbia
  • Twitter: @FileHoldSystems
    195 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 64% Small, 27% Medium

What Are Recent G2 Reviews of FileHold Document Management Software?

What Are G2 Users Discussing About FileHold Document Management Software?

PairSoft

PairSoft brings together industry-leading products – PaperSave, DocuPeak, WorkPlace, and APRO – to form the strongest procure-to-pay platform for mid-market and enterprise businesses. With PairSoft, automating the creation of purchase orders, invoice capture, AP payments, and approval workflows is a breeze. Best of all, PairSoft features true integrations with trusted ERPs like Microsoft Dynamics GP and 365 Business Central, Blackbaud (BBCRM, Raiser's Edge NXT, and Financial Edge NXT), NetSuite, Oracle Financials Cloud and E-Business Suite, and Sage Intacct, which means you don’t have to toggle between tools to get your work done. NEW! Payment Management: PairSoft Pay simplifies AP payments while enhancing speed and security directly from your ERP. By eliminating paper checks in favor of an electronic platform, you’ll save your team the excessive time and money normally spent on a manual payment management process. Accounts Payable: The AP process can be time-consuming and frustrating for businesses of any size. Break free of manual processes with PairSoft's automated invoice processing and workflows that directly integrate with your ERP. ECM: Maintaining organized files is a business necessity, but the expense associated with paper-based processes typically outweighs the return on investment. PairSoft's document management solutions eliminate 30% of time spent filing, searching, and retrieving documents. Procurement: Empower your entire team with PairSoft's innovative procure-to-pay solution that’s easy for employees, effective for management, and powerful for accounting. Fundraising: Free up your fundraising and advancement teams’ time by reducing the amount of traditional, paper-based processes they use. PairSoft's secure, cloud-based platform integrates with popular applications and boosts efficiency with automated gift and donation processing and streamlined document management. Schedule your free demo now: https://www.pairsoft.com/get-a-demo/

Average Rating: 4.4/5.0

Total Reviews: 112

How Do G2 Users Rate PairSoft?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.3/10)
  • Quality of Support: 8.6/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind PairSoft?

  • Seller: PairSoft
  • Company Website:
  • Year Founded: 1997
  • HQ Location: Miami, FL
  • Twitter: @Paperless_Post
    925 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    203 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 58% Medium, 32% Small

What Do G2 Reviewers Say About PairSoft?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integrations of PairSoft, enhancing performance and efficiency across financial operations and document management.
  • Users value the seamless accounting integration of PairSoft, enhancing efficiency and streamlining financial operations effortlessly.
  • Users appreciate the streamlined automation of PairSoft, enhancing efficiency and reducing manual processing time significantly.
  • Users value the seamless document management of PairSoft, which enhances accessibility and efficiency across operations.
  • Users appreciate the ease of use of PairSoft, seamlessly integrating various functions for efficient business operations.
Cons
  • Users report efficiency issues with PairSoft, experiencing slow performance and struggles during high load conditions.
  • Users report inefficiency with PairSoft, citing slow performance and issues during high load file downloads.
  • Users often experience inefficient process management with PairSoft, especially during high load and file downloads.
  • Users face inefficient search functionality, which leads to slow performance and challenges during high-load activities.
  • Users report performance issues with PairSoft, experiencing slow speeds and inefficiencies during file downloads under heavy load.

What Are Recent G2 Reviews of PairSoft?

What Are G2 Users Discussing About PairSoft?

iManage Work

iManage Work is the industry’s leading document and email management application, empowering professionals to manage information more productively, securely, and seamlessly. We built iManage Work with a comprehensive focus on the user experience, bringing you and your knowledge workers agility, efficiency, and access across devices. Key Benefits - Work productively: Manage documents and emails more efficiently and intuitively - Work from anywhere: Mobile-first design lets users work remotely on any device - Work securely: Industry-leading security and governance ensures that iManage Work is the safest place to store information - Work seamlessly: Integrations with Office 365 enable users to do more from inside the familiar Office and Outlook interfaces - Find anything: Smart search cuts through clutter to deliver personalized results For professionals and organizations who need security, agility, and ease-of-use, iManage Work 10 provides a single-source-of-truth for documents and emails to simplify and streamline work. Used globally by leading corporations, law firms, and professional services firms — over 1 million professionals worldwide rely on iManage Work every day.

Average Rating: 4.4/5.0

Total Reviews: 347

How Do G2 Users Rate iManage Work?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.3/10)
  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind iManage Work?

  • Seller: iManage
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Chicago, Illinois
  • Twitter: @imanageinc
    2,763 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,310 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Associate, IT Director
  • Top Industries: Legal Services, Law Practice
  • Company Size: 50% Medium, 33% Large

What Do G2 Reviewers Say About iManage Work?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of iManage Work, enjoying its user-friendly interface for efficient document management.
  • Users praise iManage Work for its ease of use and excellent graphical interface, enhancing document management and collaboration.
  • Users appreciate the robust search capabilities of iManage Work, making data retrieval efficient and straightforward.
  • Users appreciate the easy access of iManage Work, finding it convenient to manage documents and emails from anywhere.
  • Users appreciate the extensive features of iManage Work, enhancing collaboration and efficiency in document management.
Cons
  • Users report inconsistent responsiveness and maintenance issues with iManage Work, hindering document access and integration efficiency.
  • Users report inconsistent responsiveness in iManage Work, causing disruptions and complicating document management tasks.
  • Users face limitations in mobile features of iManage Work, leading to a need for improvements and better accessibility.
  • Users note an inconsistency in responsiveness during use, particularly after updates or maintenance, impacting workflow.
  • Users find the learning curve steep in iManage Work, especially those new to document management systems.

What Are Recent G2 Reviews of iManage Work?

What Are G2 Users Discussing About iManage Work?

Conga Composer

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.

Average Rating: 4.4/5.0

Total Reviews: 847

How Do G2 Users Rate Conga Composer?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.3/10)
  • Quality of Support: 8.7/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Conga Composer?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Business Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 47% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users value the powerful API of Conga Composer for efficient bulk document generation and seamless integration.
  • Users value the easy document customization and excellent support from Conga Composer for efficient document management.
  • Users value the ease of use of Conga Composer, finding it straightforward for document configuration and template launching.
  • Users value the time-saving capabilities of Conga Composer, streamlining document creation and delivery processes effortlessly.
  • Users value the seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
Cons
  • Users find the learning curve steep, making it challenging to resolve issues independently, leading to frustration.
  • Users find the steep learning curve of Conga Composer challenging, requiring time to master templates and queries.
  • Users find the difficult learning curve and complex steps hinder their experience with Conga Composer.
  • Users find that tasks are time-consuming due to the complex setup and steep learning curve of Conga Composer.
  • Users face a complex setup for Conga Composer, making issue resolution tedious and time-consuming with many unresolved tickets.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

Veryfi

Veryfi empowers organizations to capture, extract and transform unstructured documents into structured data at scale. Our suite of data transformation APIs and mobile capture technology can be leveraged across industries to eliminate manual data entry, avoid human error, and unlock valuable business intelligence in seconds. Trusted by enterprises and software companies alike, Veryfi’s AI-based platform is delivering fast, accurate, and secure data to hundreds of companies globally. Veryfi supports the following document types: Expense Receipts FMCG/CPG Receipts HSA/FSA Receipts Invoices Purchase Orders (POs) Bills Hotel Folios Bills of lading (BOLs) Checks Credit Cards Insurance Cards Business Cards W-2s W-9s Download the Veryfi Lens mobile capture technology from the Apple App Store: https://apps.apple.com/us/app/veryfi-lens/id1498300628.

Average Rating: 4.7/5.0

Total Reviews: 56

How Do G2 Users Rate Veryfi?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.4/10 (Category avg: 8.3/10)
  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Veryfi?

  • Seller: Veryfi
  • Year Founded: 2017
  • HQ Location: San Mateo, California
  • LinkedIn® Page: www.linkedin.com
    58 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Retail
  • Company Size: 82% Small, 14% Medium

What Do G2 Reviewers Say About Veryfi?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Veryfi, appreciating its simple integration and quick scanning capabilities.
  • Users praise the accurate data extraction of Veryfi, highlighting its efficiency in managing receipts and expenses.
  • Users appreciate the easy integration of Veryfi, praising its simplicity and compatibility with various applications like Quickbooks.
  • Users find the integration process incredibly simple, making it easy to connect with various apps and services.
  • Users love the easy setup of Veryfi, appreciating its simple integration and quick scanning capabilities.
Cons
  • Users find Veryfi to be expensive, making it less appealing for those with budget constraints.
  • Users find Veryfi's pricing issues problematic, as it’s expensive compared to competitors and may not suit budget-conscious individuals.
  • Users note the need for improved multi-language support in the admin panel for better usability across regions.
  • Users express concerns about data accuracy in Veryfi, wishing for a feedback loop to enhance performance.
  • Users experience inadequate reporting issues with Veryfi, facing reliability concerns and inconsistent product extraction outcomes.

What Are Recent G2 Reviews of Veryfi?

What Are G2 Users Discussing About Veryfi?

SmartVault

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 clients more easily, and reduce costs — through one integrated document management and client portal solution.

Average Rating: 4.3/5.0

Total Reviews: 98

How Do G2 Users Rate SmartVault?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.3/10)
  • Quality of Support: 8.4/10 (Category avg: 8.6/10)
  • Ease of Use: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind SmartVault?

  • Seller: GetBusy
  • Year Founded: 1998
  • HQ Location: CAMBRIDGE, Cambridgeshire
  • Twitter: @getbusy
    453 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 82% Small, 13% Medium

What Do G2 Reviewers Say About SmartVault?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SmartVault, finding it intuitive for file uploading, organizing, and sharing.
  • Users find SmartVault's easy upload feature extremely convenient for securely managing and sharing documents effortlessly.
  • Users commend SmartVault for its secure sharing capabilities, simplifying document management with user-friendly features.
  • Users value SmartVault for its strong security measures, ensuring secure uploads and seamless access for clients.
  • Users appreciate the secure file sharing capabilities of SmartVault, enabling safe and efficient document management.
Cons
  • Users find the limited customization options frustrating, impacting their ability to tailor SmartVault to their needs.
  • Users find SmartVault to be expensive, making it less suitable for smaller businesses or individual use.
  • Users express concerns over high pricing for SmartVault, making it less suitable for smaller businesses or individuals.
  • Users find the high cost of SmartVault to be a barrier, particularly for smaller businesses and individuals.
  • Users faced integration issues with SmartVault, leading to the creation of numerous duplicate entries.

What Are Recent G2 Reviews of SmartVault?

What Are G2 Users Discussing About SmartVault?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated