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UP

Verified User in Primary/Secondary Education

Mid-Market (51-1000 emp.)

9/18/2018

"Self-reliance for other users and more space"

4.5/5

What do you like best about PairSoft?

PaperSave has increased the self-reliance of other users - my team no longer has to look through hard files for audit or research requests and then no longer have to "re-file" the hard copies. (No more paper or folder cuts, either!) We have also regained expensive footprint space by getting rid of five triple drawer cabinets that used to house our hard copy donor files. Every couple of years we would spend valuable time purging inactive files and the process to recall them from storage was no picnic, either. We are a small shop so likely don't use the workflow process as well as other users, but scanning backup during gift entry is a huge plus. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

There is no easy way to review scans - something as simple as running a list of records that a particular user has touched. We have a growing number of legacy families and occasionally use temp help to do basic scans - it is time-consuming to repeat the steps to review and ensure that they have scanned appeal letters to the correct record (verifying a new user's entry or implementing a review procedure). Review collected by and hosted on G2.com.

Recommendations to others considering PairSoft:

Be sure all partners (PS, Blackbaud, etc) are on the same page when implementing - do not assume that they are talking to one another about project timelines. Be sure that you have multiple users trained - end users, admin users and your IT/Tech support. Review collected by and hosted on G2.com.

What problems is PairSoft solving and how is that benefiting you?

Saves manpower on time spent on lookup requests and re-filing any pulled backup. Requestors (Accounting, auditors, gift officers, etc.) are not waiting on us to pull backup - they have it available when they log in.) Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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Thanks for your review of PaperSave! I wanted to let you know some good news. PaperSave has an advanced search feature since PaperSave 5. If you have PaperSave 5+ then you can use an advanced search query to find all documents that were recently added. The results list shows you the record that the document was related to and you can even slide show through all the documents in the search results. Using this functionality, you should be able to review all the documents added within a specific timeframe to ensure that they were added to the correct record. Please contact your Customer Account Manager or PaperSave support for more information on how to use this functionality.

AH

Verified User in Higher Education

Small-Business (50 or fewer emp.)

2/8/2019

"Director of Advancement Services"

3.5/5

What do you like best about PairSoft?

Integration with RE:NXT and the ease of finding and filing documents Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Customer service when down - hard to communicate our issues with them Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

9/11/2018

"PaperSave"

3/5

What do you like best about PairSoft?

The Click once install

Approval and rejection

Document display

Use of ribbon functions, Actions Navigation's and Annotation. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Way too complicated with a lot of code behind, should be more simpler and utilize less code so that people can use it more efficiently.

Should be email Invoice approval.

Having trouble opening files in the web workflow

Security not good enough, cannot tie it down as security is more important

Department routing should be very flexible, Once the user is deleted it should delete all the traces of that user rather then going and deleting each thing separate. Review collected by and hosted on G2.com.

Recommendations to others considering PairSoft:

Still not practical on how the A/p Department works, need to look at the department functions and then design. Review collected by and hosted on G2.com.

What problems is PairSoft solving and how is that benefiting you?

Still in a process, after each Implementation you guys should send a PaperSave Personnel to evaluate the implementation and make the customer happy, which is not the case. After a partner implements the solution you should check to see if all is implemented good according to the norms on how the application should work. Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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Thank you for your candid response. We appreciate your feedback and hear you loud and clear. We acknowledge that the robustness of PaperSave workflow does come with a workflow designer that at times can appear to be complicated to use. We are looking at a complete revamp of our workflow module with workflow 3.0. This revamp will come with a fully redesigned, intuitive, and simple designer that will reduce the scenarios where scripting and formula-based configuration is required. Our goal is to maintain power and robustness while not sacrificing intuitive user experience. We project starting work on this design in late 2019 and expect to release it in 2020.

MW

Milly W.

Database Administrator

Hospital & Health Care

Small-Business (50 or fewer emp.)

11/5/2018

"Love the product and the people behind it!"

4/5

What do you like best about PairSoft?

It is extremely useful and timesaving to have the gift backup available to all 24/7. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

It's been a long time since we set up our workflows and hope setting them up in PS Cloud is simpler. Review collected by and hosted on G2.com.

UE

Verified User in Education Management

Mid-Market (51-1000 emp.)

9/14/2018

"Helpful program"

5/5

What do you like best about PairSoft?

I like having backup at my fingertips and not having to save paper copies. You can set it to prompt you on transactions. Workflow makes it quick to attach documents to charges and credits. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

I wish I could default my saved view in document explorer. I don't need all the columns and I have to apply each time to quickly glance at the files. Review collected by and hosted on G2.com.

Recommendations to others considering PairSoft:

This is a great program if you want to reduce paper copies and storage space. Convenient for having everything in one place. You can organize document explorer to fit your needs. Scan and workflow saves time when entering data. Review collected by and hosted on G2.com.

What problems is PairSoft solving and how is that benefiting you?

Reduce paper copies and file cabinet use. Going back years to view backup documents. Having to scan attachments multiple times when doing charges. Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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Thank you for your feedback. We are always evaluating our customer suggestions for our product roadmap. PaperSave 7, which will be available in mid to late 2019, remembers every change you made to document list views. Changes to document lists including adding fields, removing fields, and sorting are saved automatically for you. Please contact your Customer Account Manager to understand how you can prepare and or preview PaperSave 7 today.

ML

Michael L.

CFO

Mid-Market (51-1000 emp.)

1/16/2019

"Purchased PaperSave to work with Blackbaud FE"

4.5/5

What do you like best about PairSoft?

Cost saving from looking up records for audits Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

I dislike the Green Bay Packers, the Bears and the Wisconsin Badgers. Review collected by and hosted on G2.com.

AN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

9/20/2018

"Excellent Imaging Software"

5/5

What do you like best about PairSoft?

We really like the integration with are CRM, The Raiser's Edge. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Having to use multiple workflow applications; one for RE related entries (Workflow Entry Viewer) and one for non RE related entries (Workflow). Review collected by and hosted on G2.com.

Recommendations to others considering PairSoft:

PaperSave is a great product. The integrations with various systems is very helpful. There are numerous ways to get documentation into PaperSave. The various workflow configurations are extrememly helpful. We are able to design and customize our document types and workflows to meet our business needs. Review collected by and hosted on G2.com.

What problems is PairSoft solving and how is that benefiting you?

Having documentation associated with constituent records. By having immediate access to the documentation related to the constituent, we are albe to conduct research in a more efficient manner. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Mid-Market (51-1000 emp.)

9/11/2018

"Invoice Automation- workflow"

4/5

What do you like best about PairSoft?

The ability to store and route invoices for approvals being automated is great. Much simpler than scanning invoices, emailing them out for approvals and repeatedly having to follow up on them for approvals. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

The Enter/Match side for po invoices isn't as clean cut as the regular invoice workflow and entry. This isn't due to PaperSave, it's just the way it accesses our PO system information- and then doesn't show a total due for the entry screen. Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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We appreciate your feedback and would love to understand your concerns better to see how we can better improve your experience. Please send your suggestions to productfeedback@papersave.com or contact your Customer Account Manager to set up a meeting with the PaperSave Product Management team.

AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

9/18/2018

"Excellent Compliment to GP"

5/5

What do you like best about PairSoft?

The system is efficient and stable. It does not have issues on a regular basis. It is very intuitive in the setup of workflows and permissions. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Resource usage could be optimized. Our system is set up in a two tier environment. If it could use a built in database for SBS environments it would be a plus. Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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Thank you for your feedback. Our on-premise deployment whitepaper can be used to understand how to properly “size” the infrastructure that supports your PaperSave deployment to maximize performance based on your usage.

Our PaperSaveCloud customers benefit from our cloud infrastructure and constant monitoring of performance and adjustment of resources to ensure that every tenant’s instance is on infrastructure that is always “right-sized”.

Please contact PaperSave Support if you continue to experience lags. Please contact your Customer Account Manager for more information on how to move to PaperSaveCloud to permanently eliminate system optimization and sizing concerns.

AA

Verified User in Accounting

Mid-Market (51-1000 emp.)

9/19/2018

"Efficient but room for improvement"

3.5/5

What do you like best about PairSoft?

Integration with our general ledger platform to ensure data completeness Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Application does not provide a way for us to reject the submitted item back to the submitter Review collected by and hosted on G2.com.

Response from Holly Condon of PairSoft

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Good news! PaperSave Workflows are very robust and highly configurable. Any workflow step can be configured to have any actions including rejecting an item back to a submitter. The submitted would have to be known and your workflow can be configured to capture this information. Please contact your Customer Account Manager for more information on how to receive training for how to modify your workflows or for how to contract our services to do it for you.