Spindle Document Management Reviews (10)

Reviews

Spindle Document Management Reviews (10)

4.6
10 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the software for its time-saving automation and ease of use, making document distribution and retrieval straightforward. Many appreciate how it integrates seamlessly with Sage 200, enhancing efficiency in managing correspondence. A common limitation noted is the outdated user interface, which some feel could benefit from a refresh.
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EB
Eric B.
Business Applications Support Analyst
Small-Business (50 or fewer emp.)
"Spindle Document Management - superb software!!"
5/5
What do you like best about Spindle Document Management?

Spindle Document Management is a superb add-on, which our customers find extremely useful for distributing Sage 200 documents.

It is certainly an improvement to the existing Sage 200 distribution, as it is possible to email multiple documents to multiple customers or supplier contacts, as well as printing copies and archiving the PDF files generated into a pre-defined file structure, all at the click of a button! Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

The only real (very minor) downside is that it can sometimes be quite time-consuming to align Spindle backdrop Forms with the Sage 200 report layouts.

However, on the flip-side, once these have been set up, Spindle just works and our customers rarely report any issues. Review collected by and hosted on G2.com.

Katie J.
KJ
Katie J.
Senior Management: HR, Accounts & #Sales Admin
Small-Business (50 or fewer emp.)
"Quick, Easy Access to Documents Anytime"
4/5
What do you like best about Spindle Document Management?

It provides quick access to documents whenever I need them, and it’s easy to use. Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

If you have the window open it stops use of Sage in background Review collected by and hosted on G2.com.

Ellen D.
ED
Ellen D.
IT Manager
Small-Business (50 or fewer emp.)
"Sage 200 Integration and Fast Document Retrieval, Though Difficulty With User Adoption"
3.5/5
What do you like best about Spindle Document Management?

he software offers a broader feature set than native Sage 200 functions Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

While the software offers a broader feature set than native Sage 200, we have noticed that performance can occasionally feel slower when completing routine tasks. This has created a bit of a hurdle for full user adoption across our team.

However, we recognise this isn't a direct like-for-like comparison; the system is doing more than standard Sage functions. We are optimistic that as we embed the software further into our internal processes and begin utilising the more of the functions, we will see the full return on our investment Review collected by and hosted on G2.com.

KP
Kirsty P.
Accounts Supervisor
Mid-Market (51-1000 emp.)
"Useful Correspondence Tracking"
4.5/5
What do you like best about Spindle Document Management?

This has meant that we can keep track of all correspondence sent out to suppliers and customers. So, if a customer calls about a letter they have received you can look at their account and see exactly what has been sent. This is a very useful tool if staff are absent and you are covering. You can send multiple documents out at once in a few clicks knowing that they will all be linked to the individual accounts for future reference which means we are more efficient and time can be spent on other duties. Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

There's nothing i can think of at the moment which can only be a good thing. Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Small-Business (50 or fewer emp.)
"Easy to Use, Straightforward, and a Real Time-Saver"
5/5
What do you like best about Spindle Document Management?

Easy to use and straightforward to understand. I especially appreciate the time-saving aspect. Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

Nothing to dislike at the present time. We’ve been using it for just over a month, and I don’t have any complaints so far. Review collected by and hosted on G2.com.

Ashleigh J.
AJ
Ashleigh J.
Independent Travel Agent
Mid-Market (51-1000 emp.)
"Time-Saving Email Automation with Handy SharePoint Document Access"
5/5
What do you like best about Spindle Document Management?

Automation of distributing/ emails to contacts with attached documentation saves so much time. It also save copies to a central area on our SharePoint which is really handy for non Sage license holders to view these documents at anytime. Attaching copies of external documentation to sage processing screen is also super helpful so these can easily be referred back to at any point from Sage screens. Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

Sometime testing the layouts can be a little fiddly, but once aligned with Sage report then it's all good. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Document Manager"
4.5/5
What do you like best about Spindle Document Management?

fantastic functionality for storing documents against Sage 200 and easy to configure the distribution of documents produced Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

The install, upgrade and migration process could be easier. Too many locations and backup folders etc Review collected by and hosted on G2.com.

Verified User in Environmental Services
AE
Verified User in Environmental Services
Mid-Market (51-1000 emp.)
"The Spindle back end team are Ace"
4/5
What do you like best about Spindle Document Management?

The team were very helpful in overcoming some issues Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

The UI to be polite is very very outdated and desperately needs a refresh Review collected by and hosted on G2.com.

Keely S.
KS
Keely S.
Director at Complete Intacare Hygiene Ltd
Small-Business (50 or fewer emp.)
"Excellent Software"
5/5
What do you like best about Spindle Document Management?

This is an essential addon for any company using Sage 200. It works seamlessly & is so much easier than scanning & attaching documents directly in Sage 200. The automations for distributing documents are a godsend. The support & training from Draycir is excellent especially Julia! Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

I cannot think of anything I dislike about it. Review collected by and hosted on G2.com.

CC
Caroline C.
Business Operations Manager
Small-Business (50 or fewer emp.)
"Effortless Access to Delivery Notes and PODs"
5/5
What do you like best about Spindle Document Management?

Easy access to delivery notes, POD's etc Review collected by and hosted on G2.com.

What do you dislike about Spindle Document Management?

I am yet to find a downfall with spindle document management Review collected by and hosted on G2.com.