---
title: Spindle Document Management Reviews
meta_title: 'Spindle Document Management Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 11 reviews by the users' company size, role or industry to
  find out how Spindle Document Management works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 11
  scale: '5'
date_modified: '2026-07-30'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---

# Spindle Document Management Reviews
**Vendor:** Draycir  
**Category:** [Other Content Software](https://www.g2.com/categories/other-content)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 11
## About Spindle Document Management
Spindle Document Management is the smarter, faster way to handle your business documents and gain total control over the documents flowing in and out of Sage. Keeping track of files across multiple stakeholders and communication methods can be time-consuming and error-prone; a logistical nightmare for any business. Spindle makes this easier by capturing, storing, and retrieving documents instantly within one secure, central system. It streamlines your processes, automates workflows, and distributes outbound documents efficiently. With advanced search tools, you can instantly locate any file, reduce printing and storage costs, and maintain full compliance with secure archiving and audit trails. Spindle delivers fast ROI by streamlining workflows, increasing productivity, and empowering your team to focus on growing your business. To find out how Spindle Document Management can help your business contact Draycir today E: sales@draycir.com T: +44 116 2553010 or visit our website for further details https://www.draycir.com/draycir-products/spindle-document-management/ Spindle Document Management connects with Sage 200cloud in the UK and Europe




## Spindle Document Management Reviews
  ### 1. Efficient Document Management That Saves Time - RW

**Rating:** 4.0/5.0 stars

**Reviewed by:** Richard W. | Sales, Warehouse &amp; Procurement Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2026

**What do you like best about Spindle Document Management?**

Spindle Document Management is easy to use and highly effective in managing operational documents. It provides quick access to critical records, streamlines document workflows, and improves visibility across the supply chain. This helps reduce administrative effort, supports faster decision-making, and enhances overall efficiency in day-to-day operations.

**What do you dislike about Spindle Document Management?**

"While Spindle Document Management is generally effective, issues can arise when the initial setup or configuration is not completed correctly. This can affect document processing and integration with other business software, resulting in delays and additional administrative effort to resolve."

**What problems is Spindle Document Management solving and how is that benefiting you?**

"Spindle Document Management helps streamline the processing and distribution of customer and operational documents, reducing manual administration and improving accuracy. It ensures documents are delivered consistently across departments, which improves efficiency, reduces errors, and supports better collaboration throughout the organisation."

  ### 2. Spindle Document Management - superb software!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric B. | Business Applications Support Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2026

**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!

**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.

**What problems is Spindle Document Management solving and how is that benefiting you?**

As a Sage 200 Reseller, our customers regularly approach us to request assistance for automating certain processes. When it comes to the distribution of the Sage 200 reports in an abnormal way, Spindle Document Management is very flexible and normally comes to the rescue!

For example, one of our customers has recently requested assistance in setting up specific Sage 200 Works Order Processing-related bespoke reports to be processed via Spindle, so that they are printed from specific printer trays, containing different colour paper, depending on the Sage 200 Due Date Month. Spindle criteria was added, in conjunction with newly added Printer Profiles (one for each tray), to allow for this requirement and the customer was delighted with this new automation.

  ### 3. Quick, Easy Access to Documents Anytime

**Rating:** 4.0/5.0 stars

**Reviewed by:** Katie J. | Senior Management: HR, Accounts &amp; #Sales Admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2026

**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.

**What do you dislike about Spindle Document Management?**

If you have the window open it stops use of Sage in background

**What problems is Spindle Document Management solving and how is that benefiting you?**

We used to spend a vast amount of time searching through emails for a document, which was slow and frustrating. Document management solves this issue by providing a central portal with quick, easy access to every supplier invoice that has been processed.

  ### 4. Sage 200 Integration and Fast Document Retrieval, Though Difficulty With User Adoption

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ellen D. | IT Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Spindle Document Management?**

he software offers a broader feature set than native Sage 200 functions

**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

**What problems is Spindle Document Management solving and how is that benefiting you?**

Documents are stored against records and can be opened within the app, making them easier and quicker to find for everyone. 
Automated emails, templates and attachments save time and provide clarity.

  ### 5. Useful Correspondence Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kirsty P. | Accounts Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 19, 2026

**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.

**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.

**What problems is Spindle Document Management solving and how is that benefiting you?**

Very useful when providing staff cover, everyone has access to all correspondence sent out. Documents are easily accessible saving time looking through memo's and emails.

  ### 6. Easy to Use, Straightforward, and a Real Time-Saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2026

**What do you like best about Spindle Document Management?**

Easy to use and straightforward to understand. I especially appreciate the time-saving aspect.

**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.

**What problems is Spindle Document Management solving and how is that benefiting you?**

The reduction in time spent manually processing documents, along with the accuracy of the system.

  ### 7. Time-Saving Email Automation with Handy SharePoint Document Access

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashleigh J. | Independent Travel Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2026

**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.

**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.

**What problems is Spindle Document Management solving and how is that benefiting you?**

freeing up resources by it's automation

  ### 8. Document Manager

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2026

**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

**What do you dislike about Spindle Document Management?**

The install, upgrade and migration process could be easier. Too many locations and backup folders etc

**What problems is Spindle Document Management solving and how is that benefiting you?**

As a consultant this is not benefiting me directly but is a great tool for many of my customers to be able to see all their finance documents directly in the ERP system

  ### 9. The Spindle back end team are Ace

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2026

**What do you like best about Spindle Document Management?**

The team were very helpful in overcoming some issues

**What do you dislike about Spindle Document Management?**

The UI to be polite is very very outdated and desperately needs a refresh

**What problems is Spindle Document Management solving and how is that benefiting you?**

The ability to bulk emails to our customers

  ### 10. Excellent Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Keely S. | Director at Complete Intacare Hygiene Ltd, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2025

**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!

**What do you dislike about Spindle Document Management?**

I cannot think of anything I dislike about it.

**What problems is Spindle Document Management solving and how is that benefiting you?**

Electronic filing of documents. 
Automating document distribution
Searching of files documents

  ### 11. Effortless Access to Delivery Notes and PODs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caroline C. | Business Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 24, 2025

**What do you like best about Spindle Document Management?**

Easy access to delivery notes, POD's etc

**What do you dislike about Spindle Document Management?**

I am yet to find a downfall with spindle document management

**What problems is Spindle Document Management solving and how is that benefiting you?**

We never had one place where we could access all information relating to an order and this has hugely benefited us.



- [View Spindle Document Management pricing details and edition comparison](https://www.g2.com/products/spindle-document-management/reviews?open_modal_url=%2Fproducts%2Fspindle-document-management%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fspindle-document-management%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-05+00%3A47%3A31+-0500&secure%5Bsession_id%5D=0a40a631-8445-41d7-baa0-97a57a55e5db&secure%5Btoken%5D=a5f6cfe9ce059b0798261b1cea7511df998347cafd559e37fc5408d9fcb910f2&format=llm_user)
## Spindle Document Management Integrations
  - [Credit Hound](https://www.g2.com/products/credit-hound/reviews)
  - [Sage 200cloud](https://www.g2.com/products/sage-200cloud/reviews)
  - [Spindle Purchase Invoice Recognition](https://www.g2.com/products/spindle-purchase-invoice-recognition/reviews)


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