# Docsmore Reviews **Vendor:** Docsmore **Category:** [Document Generation Software](https://www.g2.com/categories/document-generation) **Average Rating:** 4.9/5.0 **Total Reviews:** 22 ## About Docsmore Docsmore is a Platform as a Service providing a secure, cloud-based, strategic solution for organizations to go paperless, streamlining all documents which require completion, filing, organization, and retrieval of paper forms and the information contained therein. Information from forms is automatically compiled electronically, categorized into spreadsheets, easily searchable, and protected by an industry-leading, secure HIPAA compliant system. ## Docsmore Reviews ### 1. Here is Time and Money Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen D. | Relator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2023 **What do you like best about Docsmore?** I love how it helps me save time and money, makes my documents interactive, and makes it simple to make changes without the use of pricey software. finding what I need is quite straightforward thanks to the search feature within my documents **What do you dislike about Docsmore?** Being an early user of new technology has its drawbacks we have to defend the legitimacy of documents that have been electronically signed and explain how Docsmore works. these occurrences are getting rarer as the legal sector and commercial world continue to develop. **What problems is Docsmore solving and how is that benefiting you?** Prior to adopting Docsmore, the overwhelming amount of storage made it difficult to maintain and search for documents. But after integrating Docsmore we not only fixed these problems but also automated the process. We are going to soon integrate Docsmore with our internal application. ### 2. Go paperless YAY! with awesome search capabilities data within your document. **Rating:** 5.0/5.0 stars **Reviewed by:** Sid S. | Senior Software Engineer, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2018 **What do you like best about Docsmore?** Forget about the paperwork and then to worry about storing them in your storage, then going through the trouble of searching the ones you need out of hundreds if not thousands. Docsmore welcomes you to the world of creating your own documents from scratch, giving you the capabilities to add many more features, making your documents dynamic and easy to interact with and above all, the searching capabilities within your documents with additional top features make this a must for everyone **What do you dislike about Docsmore?** There is nothing to dislike about Docsmore. Its a win-win for everybody. **What problems is Docsmore solving and how is that benefiting you?** We have quite a few internal processes that needed a lot of document creation and needed to maintain the changes every time they were touched. The storage was getting to a point where it was hard to maintain as well as hard to search for the documents you were looking for. After using docsmore, not only we were able to solve our problems but we were also able to automate our processes. We are going to integrate Docsmore with our internal application soon. ### 3. Great Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2018 **What do you like best about Docsmore?** Law firms have traditionally handled a ton of paper, but our law firm is trying to differentiate ourselves by becoming paperless. We have the same basic issues as other industries going paperless, but what impresses me about Docsmore is the long-list of features that solve unique issues for us. Even more impressive is Docsmore's track record of continually adding new features. **What do you dislike about Docsmore?** The downside to being an early adopter of new technology is that we occasionally have to explain how Docsmore works and defend the enforceability of electronically signed documents. That is happening less and less as the legal industry and business world evolves. **What problems is Docsmore solving and how is that benefiting you?** We are trying to increase our efficiency when getting documents signed. Not only does reducing paper help us save on storage costs, but the workflow features helps us speed up our document generation and execution process. Therefore, the real savings for us is the time spent on documentation, which is a cost-savings to our clients. ### 4. Review for docsmore **Rating:** 4.5/5.0 stars **Reviewed by:** Caleb B. | Senior Software Developer, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2018 **What do you like best about Docsmore?** Docsmore makes management of all my reports and official documents really easy. It is very easy to set up and use, as you can just log in to it through your google or facebook account. Another really helpful functionality is that their form integration is really good, so you can specify whichever field you want someone else to finish and then send the document to them and they can edit that. It is also really easy to import tags here. **What do you dislike about Docsmore?** It has very limited support for JSON, however, for simpler file formats it is easy to use. It also does not allow multiple users to be added up on the same account, so working in a team is difficult through this. **Recommendations to others considering Docsmore:** I would recommend your organization to give it a shot for clod based document storage and management. **What problems is Docsmore solving and how is that benefiting you?** I use it to generate reports and forms. It is definitely easy to use and access. It has helped me greatly with document management. **Official Response from Bobbie Shrivastav, MBA, PMP:** > Hey Caleb We appreciated you signing up for the free trial today and giving us a review already. I do want to ensure that you are aware that we do allow multiple users - it is managed by adding # of seats on the dashboard or under global settings - plans and usage. In terms of support for JSON, I would look into https://www.docsmore.com/sdk/ and sign-up for our developers account. We would be happy to assist further for your needs. Let us know how we can further assist you and your needs. Once again, thank you very much for your review. ### 5. Amazingly simple forms **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Founder, Chief Strategist & vCIO - I help law firms with IT, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2018 **What do you like best about Docsmore?** I love how easy it is to create custom forms, especially using our existing forms that are in PDF or Word format. Docsmore could not make it simpler to create the forms and then get actionable data when our prospects or clients fill those out. **What do you dislike about Docsmore?** Nothing! Their support is phenomenal and personal, and they continually listen to their customers in building out improvements to the product. **What problems is Docsmore solving and how is that benefiting you?** We've streamlined a massive amount of forms that we used to send out for regular signatures. It has improved our employee onboarding and client sign ups immensely. ### 6. Paperless Document management with Awesome Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2018 **What do you like best about Docsmore?** I upload all my tutoring and assignment related PDFs to Docsmore so that Docsmore converts it to its own format and helps me edit them so that I don't have to go through the hassle of converting among word and pdf formats. Saves me a significant amount of time and money. Whenever I have to work on the same report with my mentees or tutees, I use the collaborate option so we can all edit the document simultaneously. My favorite feature is the option to identify options within the document to make it interactive. **What do you dislike about Docsmore?** Docsmore helps make my job as a tutor so much easier because of all options so I don't have anything that I dislike about it. **Recommendations to others considering Docsmore:** I strongly recommend Docsmore because of its practical application. Most of the times you will use PDFs for sending documents and they are very expensive to modify or edit. Docsmore helps with that so well that you won't need a pdf editor either. The collaboration option is great for working on group projects and teams. **What problems is Docsmore solving and how is that benefiting you?** I use Docsmore for real-time collaboration to save my tutees and mentees time spent on emailing each other. All my time-sheets and assignments go straight to Docsmore so that I can make them more interactive and useful that a plain pdf. I love that we save so much paper and printing costs. ### 7. Docsmore Saves Our Company Time and Money **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanna C. | Founder & Managing Partner , Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2018 **What do you like best about Docsmore?** The price and ease of use are excellent! The fact that we have taken numerous steps out of most processes because we utilize Docsmore is a win all around. We have been continuing to improve as we apply the tools further within our business structure. For example, we now allow new customers to sign up and sign our contracts directly on our site with an easy click of a button. **What do you dislike about Docsmore?** Nothing, Docsmore has improved our business in numerous ways. **Recommendations to others considering Docsmore:** If you are still using paper for your documents, contracts, sales agreements, etc you look out-dated. Make your life easier, save time, save money and communicate with a great tool. This is great for start-ups, small businesses to large enterprises. Great pricing, award-winning and trusted. Do yourself and your business a favor and check it out. **What problems is Docsmore solving and how is that benefiting you?** We save time and money (paper & ink are expensive) with all of our documents. The biggest impact is the fact that we look great to our customers and communicate with them more effectively. The fast, seamless process of sending our contracts to clients; It is faster, easier for our clients/team as we do not have to print, scan, copy or email paper and neither do our clients. We have improved client satisfaction and increased sign-ups/renewals. The document storage and the CRM is a life-saver. The fact that it is all compliant and trusted are key necessities in our business. ### 8. Paperless is my new jam! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Assistant GM, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2018 **What do you like best about Docsmore?** I love that you no longer have to print a hard copy and have to either mail to client or worry about finding a good time to meet up with them to have it signed. **What do you dislike about Docsmore?** Not much to dislike about docsmore. There are so many great features to learn. Great thing is they offer a free demo to show you how it works! **Recommendations to others considering Docsmore:** Try them out and you won't regret it! If you have questions their customer support is top notch! **What problems is Docsmore solving and how is that benefiting you?** We can easily have clients sign up and have been using the forms for volunteer sign ups. We can easily send the link & generate a spreadsheet without having to manually enter in the info. And it looks great while doing it! ### 9. The best program that you never knew you needed! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Sponsorship Development Coordinator, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2018 **What do you like best about Docsmore?** Creating online fillable PDFs is effortless! I love that I can change information on the form, yet still use the same online link. **What do you dislike about Docsmore?** I cannot think of a single thing I do not like about this program. **Recommendations to others considering Docsmore:** This is the program that you don’t even know that you need! If you need for a client to be able to fill out a PDF online and submit the form securely, this program is for you. **What problems is Docsmore solving and how is that benefiting you?** I handle sponsorship development for a large professional association, and manage sponsorship for over 50 events a year. Docs more allows me to customize sponsorship forms for every event, and then allows my sponsors to complete and submit the form online effortlessly. I can make changes to the sponsorship form as events are claimed and still use the same link throughout the planning process. ### 10. Make It Easy On Your Clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2018 **What do you like best about Docsmore?** Ease for customers to complete documents. Greatly increased the number of documents we are getting completed from members. **What do you dislike about Docsmore?** We are still having to print many of the documents to file and input, rather than having automatic input options, such as the data automatically uploading to excel. **Recommendations to others considering Docsmore:** This is easy to use software with excellent customer service. You'll notice quicker turn around on document completion without the need of constant follow-up. Never worry about requiring your customers to print, sign, and scan forms again! **What problems is Docsmore solving and how is that benefiting you?** Docsmore has enabled us to allow our members and potential members digital forms, which has been greatly appreciated by members. We've noticed an increase in receiving documents back in a timely manner. We've increased member participation in events and groups because the application process has been made easier with Docsmore. ### 11. Docsmore Review. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2018 **What do you like best about Docsmore?** I can upload my documents and docsmore converts it to their own format. Docsmore make my uploaded documents interactive and helps me save money and time which I would've wasted on buying a license of a pdf editor. I can invite my team to edit my documents by sharing it with them. I can also organize my documents better with the archive option and also the way they present my saved documents. **What do you dislike about Docsmore?** I haven't found any issues with docsmore yet. I'll keep this review updated. **Recommendations to others considering Docsmore:** I would recommending docsmore and using the trail version well-enough. I hope docsmore convinces you to buy their premium version. My strongest recommendation is for academic users because they usually suffer from lack of funds as compared to big industries or professional users. **What problems is Docsmore solving and how is that benefiting you?** Document management, pdf editing, team-collaborating, saving money on licenses etc. I know that there is an academic edition too , I wish I had this back in college. ### 12. 5 stars all the way **Rating:** 5.0/5.0 stars **Reviewed by:** Terri W. | Founder/CIC, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2018 **What do you like best about Docsmore?** I was just starting a new business, and that is the best time to change and update processes. That is when I decided to give Docsmore a try. 4 months later I run all my agreements through Docsmore, invoicing and payments through their system. I love how easy it is to upload and modify PDF documents for business agreements. Now before you flip on cost, I will tell you it costs less than a cup of coffee at Starbucks twice this week. No seriously it is the most time efficient, cost effective way to go paperless. I actively work to share Docsmore with the medical offices, and nonprofits I work with to help them save time and money on data entry. No one likes paper cuts or headaches from deciphering someones poor handwriting. Last thing I love about Docsmore is they are always looking for ways to improve functionality in their platform making it more and more user friendly over time. I can't recommend them enough. **What do you dislike about Docsmore?** I wish it had more payment portal options like Google Wallet or Square. **What problems is Docsmore solving and how is that benefiting you?** For me it solves the proposal process hang ups that most consultants run into. I have now templated out my proposals and can easily pop in make minor adjustments and then send them on and not worry about legal jargon as that is all in the template. Saves me time which as a business owner saves me money! ### 13. Online PDFs simple and cost effective! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2018 **What do you like best about Docsmore?** This is a easy to use system that allows for us to take existing forms and make them easily used online. As a non-profit getting larger programs that due many thing we don't need was not an option due to cost. Docsmore offers personal service, customization to what we need and a price point that we can afford. Plus we get great service for the owners! They are always a quick e-mail away when we have a question or want to do something new. The system is so easy that some of our less tech savvy staff can use it. Love that I can have the final PDF sent to more than just one staffer so everyone gets the info they need ASAP! **What do you dislike about Docsmore?** As a Mac user at home there are some limitations that I have to go back to my work PC to fix. There are still a few things that are not as intuitive as I would like, but those more complicated set ups but Bobbie is always available to answer questions! **What problems is Docsmore solving and how is that benefiting you?** We struggle with our general registration software is not user friendly online and has very online limited capacity keeping us for offering some programs for online registration. Docsmore has solved that problem by allowing us to get all the info we would if someone registered in person but online increasing registration and volunteers! ### 14. Great signature solution **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Docsmore?** The ability to easily customize documents for each client. Changes are easy to make. Customer service is outstanding and implementation of new features is done quickly and with good explanations of how to use new features. **What do you dislike about Docsmore?** Lack of integration with CRM and Zapier which would make it easier to integrate data. **Recommendations to others considering Docsmore:** Great product for both light and heavy users that need to obtain digital signatures or distribute documents electronically. **What problems is Docsmore solving and how is that benefiting you?** The ability to quickly sign documents which otherwise would need to be sent via overnight mail. Cost savings in printing and postage. ### 15. Docsmore staff and program have been great! **Rating:** 5.0/5.0 stars **Reviewed by:** Madi M. | Director of Development and Member relations, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2018 **What do you like best about Docsmore?** It makes life so much easier! Saves me a ton of time. Having all our form in docsmore makes every form legible and exportable to spreadsheet which is wonderful! **What do you dislike about Docsmore?** I have yet to find anything to dislike about this program. **Recommendations to others considering Docsmore:** Great Program and Staff! it will save you time and headache for sure which definitely adds up to money! **What problems is Docsmore solving and how is that benefiting you?** makes all our forms easier for the customer (no more faxing and email/scanning) and easier for the staff because we can read it (not handwriting) and it is stored and easily accessible for staff. ### 16. Docsmore has made my life so much better! It’s saved me tons of time (and money). **Rating:** 5.0/5.0 stars **Reviewed by:** Megan S. | Transformation Coach, Individual & Family Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2018 **What do you like best about Docsmore?** How intuitive and easy to use it is! Also the support team and response from the developers is incredible. I didn’t really understand all that the software could do for me at first but I keep being pleasantly surprised and pleased with all that it can do. I highly recommend and can’t wait to see where this company lands in five years. **What do you dislike about Docsmore?** I’d like more in-house education tools! **What problems is Docsmore solving and how is that benefiting you?** It has streamlined our program application forms and solved the problem of how to effectively manage our forms and documents with the limited time we have available. ### 17. Docsmore for schools **Rating:** 5.0/5.0 stars **Reviewed by:** Liz M. | Business Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2018 **What do you like best about Docsmore?** The superior technical assistance combined with the ease of creating the forms makes Docsmore a great tool for our school! **What do you dislike about Docsmore?** At first we could only have two User seats but that has recently increased. **Recommendations to others considering Docsmore:** Make sure that you communicate which browsers work best. **What problems is Docsmore solving and how is that benefiting you?** Each school year we send out family packets that have 6-10 forms. The forms often ask repeating questions or for the same information, and with the Document flow feature, you can auto-fill the forms after the first entry! ### 18. Very useful and cost effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2018 **What do you like best about Docsmore?** The ability to create a fillable document from MS Word or a PDF and electronically send it to someone and have them fill it out and sign it. Docsmore tracks the entire transaction to completion is a timesaver. **What do you dislike about Docsmore?** There is a little learning curve, though they have help videos **Recommendations to others considering Docsmore:** Would highly recommend to anyone that deals a lot with documentation that touches others for review and signatures **What problems is Docsmore solving and how is that benefiting you?** We use it mostly for a contract signing. We send our contracts out for review and signatures and we are able to track them through the workflow part of Docsmore, making sure that the right people review it. ### 19. Lyle G. **Rating:** 4.5/5.0 stars **Reviewed by:** Lyle G. | Intellectual Property Attorney, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2018 **What do you like best about Docsmore?** The ability to quickly send out fillable forms for signature - all done digitally! **What do you dislike about Docsmore?** There is very little to dislike. Any software improvements I've suggested have been quickly implemented by the Docsmore team to address my changing (and demanding) needs. **What problems is Docsmore solving and how is that benefiting you?** Quickly sending out fillable forms for signature - all done digitally, from the computer or phone. ### 20. Easy Paperless **Rating:** 5.0/5.0 stars **Reviewed by:** Ed D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2018 **What do you like best about Docsmore?** I'm required to offer insurance & get authorization if they accept/reject it I need proof that I offered it. Docsmore allows me to work with anyone traveling in the World that has an internet connection to get my required documents easily and efficiently. **What do you dislike about Docsmore?** Nothing that I am aware of This is a very well thought out product with solutions for all types of businesses **Recommendations to others considering Docsmore:** I may need a tutorial video on editing forms and creating forms **What problems is Docsmore solving and how is that benefiting you?** Paperless get documents back in a timely manner ### 21. Easy to use and great for collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Kim S. | Online ESL Teacher, E-Learning, Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2018 **What do you like best about Docsmore?** I love the idea that you don't have to scan and print. I also like that you can collaborate and everything is safe and secure. **What do you dislike about Docsmore?** The fact that there are so many comparable programs that people all use different ones **Recommendations to others considering Docsmore:** I would recommend that you try it out at least and see if it's the right fit for you. **What problems is Docsmore solving and how is that benefiting you?** Dealing with clients all over the world on one platform. ### 22. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia H. | Executive Director, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2018 **What do you like best about Docsmore?** The Docsmore staff are very attentive to our needs. They are always available to help make sure all our documents work correctly and ready to share with our members. **What do you dislike about Docsmore?** Sometimes it's not obvious how some of the features work. **What problems is Docsmore solving and how is that benefiting you?** We are using Docsmore for event registrations so our members can pay by credit with the PDF registration form. ## Docsmore Discussions - [Data Access after cancelation](https://www.g2.com/discussions/data-access-after-cancelation) - 1 comment, 1 upvote - [Is my payment secured?](https://www.g2.com/discussions/payment-security) - 1 comment, 1 upvote - [What operating systems does Docsmore support?](https://www.g2.com/discussions/operating-system-support-6609da66-7c6a-4994-bc3c-b451baa76690) - 1 comment, 1 upvote - [What browsers are recommended?](https://www.g2.com/discussions/browser-support) - 1 comment, 1 upvote - [What devices are supported?](https://www.g2.com/discussions/devices-support) - 1 comment, 1 upvote - [View Docsmore pricing details and edition comparison](https://www.g2.com/products/docsmore/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+14%3A37%3A57+-0500&secure%5Bsession_id%5D=7e6e6880-5212-4975-9ae2-8389a1fb7075&secure%5Btoken%5D=0eb230d56cda883ec1f9bba1e2eb8703dee4bbdd453327677ad951e5c678dc54&format=llm_user) ## Docsmore Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Generative AI** - AI Text Generation - AI Text Summarization **Delivery** - Workflow - Schedule - Batch **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Agentic AI - Document Generation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs ## Top Docsmore Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,311 reviews) - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - 4.3/5.0 (483 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews)