Document Management Software

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. Review collected by and hosted on G2.com.

there is not much to dislike, but in my use I noticed a few small things. When I work with many folders and subfolders, sometimes it takes a little extra time to find a specific file if naming is not clear. It is not a big issue, but during busy clinic time it can slow things slightly.

Also, when uploading larger files like videos or heavy reports, upload speed depends on internet and sometimes it feels a bit slow. For normal files it works fine, but with bigger files it takes more time. Review collected by and hosted on G2.com.

It is solving the problem of scattered files in my daily work. Earlier my patient case files, diet charts, lab reports and content files were in different places, so finding things quickly during clinic time was little difficult.

Now I keep everything in one place and arranged properly, so I can open any file when needed without wasting time. This helps me a lot during consultations because I can check reports, diet plans or notes quickly.

It also solves the problem of sharing files again and again. I can just share a link with patients or students, so no need to send same file multiple times. This saves time and keeps things simple.

For my content work also it helps, because I can keep all files organised and access them anytime. Overall it makes my work more organised, saves time and reduces confusion in daily routine. Review collected by and hosted on G2.com.

Right now a big problem we are having is that when we use the template, we aren't able to place the 'field' labels without holding the Shift key and then that is even a little shaky. One thing that would help us to get these issues resolved is a better way to contact the Help Desk and interact with a Human instead of an automated machine. Review collected by and hosted on G2.com.

PandaDoc solves repetitive work by allowing us to create document templates, saving time in contract preparation. I like the ability to replace documents without losing signature tabs, and to copy and rename documents, avoiding the constant recreation of contracts, especially for the same Franchisee. Review collected by and hosted on G2.com.

One issue I’ve noticed is with fonts in some documents. When the original file doesn’t have embedded fonts, editing can be slightly inconsistent.

Also, while most features are easy to use, some advanced options take time to explore fully. It’s not a major issue, but it could be more intuitive in those areas. Review collected by and hosted on G2.com.

I deal with different types of files like CAD drawings, reports, and other documents that need to be shared in a proper format. Earlier, converting and managing these files took extra effort, especially when handling multiple documents during project reviews.

With Foxit, converting files into PDFs is much easier, and I can handle multiple documents without switching between tools. This helps keep everything consistent when sharing with different teams.

A major benefit for me is the OCR capability. When working with scanned documents or image-based PDFs, I can convert them into editable text instead of rewriting content manually. This is where the tool shows its intelligence it recognizes text accurately and allows quick edits while maintaining the document structure.

Editing is also more controlled, so changes don’t disturb the layout much, which is important for technical documents. It helps maintain accuracy while making updates.

From a pricing/ROI perspective, the value comes from the time saved. Tasks like conversion, editing, and text extraction that used to take longer can now be done quickly, which improves overall productivity in daily work.

Onboarding was simple due to the familiar interface, and I didn’t require much support to start using it. Overall, it reduces manual work, improves document accuracy, and makes handling project files more efficient. Review collected by and hosted on G2.com.

While simplified electronic signatures are legally recognized in Georgia, there is currently no established court practice or precedent confirming the enforceability of documents signed via platforms like Signify. This creates a degree of legal uncertainty, especially in high-risk or high-value agreements.

Despite legal validity, some government bodies and public institutions are still reluctant to accept documents signed via Signify, particularly when the signature is accompanied only by the platform’s logo or basic metadata, rather than through the Georgian national e-signature infrastructure.

We would like to see the documentation accounting and search systems become more robust. Review collected by and hosted on G2.com.

Signify is solving the problem of inefficient, paper-based document workflows and the lack of secure, legally compliant e-signature solutions tailored to the Georgian market.

For us, it significantly reduces the time and effort required to sign, send, and manage documents internally and with external partners. We no longer depend on printing, scanning, or physical presence for approvals and signatures. This has improved our operational efficiency, reduced administrative overhead, and allowed for faster decision-making — especially valuable in remote or hybrid work environments. Review collected by and hosted on G2.com.

The permissions model could be more granular. Review collected by and hosted on G2.com.

Centralising all client documentation — passwords, asset records, KB articles, and network diagrams — in a single self-hosted platform. For an MSP managing dozens of client environments, having one source of truth that integrates with our RMM and PSA tooling eliminates the scattered spreadsheets and tribal knowledge problem. It means any tech can pick up a ticket and find what they need without chasing someone down on Teams. Review collected by and hosted on G2.com.

Nothing at the moment. The only challenge I had was that our internal installation user guide was slightly outdated and didn't mirror the features in the installed packages. I was able to find some online materials (Youtube) of xFilesPro, but the materials there are also a bit outdated. So it could be very helpful to send release notes and feature updates to clients on a regular basis. Review collected by and hosted on G2.com.

Integrating Company SharePoint Site together with Salesforce CRM, making collaboration more centralized and easier for all. Review collected by and hosted on G2.com.

The roadmap is unclear and never provides any target dates for new features. New features are often not ready for production use in the context of a large enterprise. The product often feels more oriented towards medium-sized companies. Additionally, the initial setup was hard and took a lot of work. Review collected by and hosted on G2.com.

M-Files solves document governance issues and works well for basic document management within a specialized context. It's easy to use if conditions are right and integrates as a crucial part of our system, ensuring long-term document retention. Review collected by and hosted on G2.com.

One thing I feel could be improved in Conga Composer is the time it takes to generate reports at times, especially for something like PSR reports, which can feel a bit slower than expected. Also, while customization is possible, I think there’s room to make it more flexible and user-friendly. It would be great if end users had more control to easily enhance the look and feel of the generated reports, so teams can customize them better according to their specific needs without too much effort. Review collected by and hosted on G2.com.

Conga Composer is solving the problem of manually creating complex project sizing reports. These reports pull data from multiple Salesforce objects, so doing it manually would mean going through different datasets and compiling everything, which can easily take hours.

With Conga Composer, this entire process becomes much simpler and faster. Instead of manual effort, we can generate the complete report with just a click of a button. This saves a lot of time for the team and ensures the reports are consistent and accurate. Review collected by and hosted on G2.com.

It'd be awesome if they could make the search function more robust, like adding more filters or something. And maybe some AI-powered suggestions for document categorization. Review collected by and hosted on G2.com.

I use Document Management System to find docs quickly, streamlining storage and sharing, preventing wasted time. It enhances compliance and security, centralizes info, reduces errors, and improves efficiency with version control. Review collected by and hosted on G2.com.

One drawback of Digify is that it can feel somewhat limited when it comes to collaboration, it seems geared more toward control than true teamwork. The UI is fairly basic, and many of the more advanced features are locked behind higher pricing tiers, which may not work for everyone. Review collected by and hosted on G2.com.

It helps me protect sensitive data—like research, reports, and documents—while also letting me see who accessed it and how. That saves me time and reduces the risk of misuse. Review collected by and hosted on G2.com.

There’s very little to dislike, but the initial setup and structuring of the Slide Library within SharePoint can take some planning to get right. Once it’s configured, everything runs smoothly, but getting the taxonomy and organization aligned upfront requires a bit of time and thought. Review collected by and hosted on G2.com.

TeamSlide solves the problem of scattered, outdated, and hard-to-find presentation content across SharePoint. By centralizing everything into a well-structured Slide Library, it ensures our team always has quick access to the most up-to-date and approved slides. This has significantly reduced time spent searching for content, eliminated version confusion, and improved overall consistency in our presentations. The seamless SharePoint integration means we can work within our existing ecosystem without any friction, which has been a big productivity boost. Review collected by and hosted on G2.com.

The biggest downside is that it lacks cloud-based access. It’s an on-premise system, so if you're working remotely, you won’t be able to access your files unless your office sets up a workaround. Also, there’s no mobile app, which would be helpful for quick access on the go. The initial setup for admin roles and backups can be a bit technical too. Review collected by and hosted on G2.com.

DigitalDrawer is helping us eliminate paper clutter and digitize our office records efficiently. We used to waste a lot of time searching for physical files and dealing with missing paperwork. Now, everything is neatly organized and easy to retrieve. It’s also helping us maintain better data security with user permissions and audit trails — especially important for client-sensitive documents. Review collected by and hosted on G2.com.

I think over time, the functionality will become a little better. At times, I found that the system can be a little slow to respond, or maybe there's a feature that temporarily is not working the way that it should, but it always bounces back. Review collected by and hosted on G2.com.

Summize streamlines our contract process, offering easy collaboration and an intuitive central repository. Its ease of use ensures team adoption, and integrations with Gmail and DocuSign simplify workflows significantly. Review collected by and hosted on G2.com.

Daily managing paperwork is a tedious task and we are moving towards reducing manual paper based process to increase speed and reduce errors. Nice app. Review collected by and hosted on G2.com.

It has helped in improving automated workflows and reducing manual paperwork with advanced features like indexing and OCR. Review collected by and hosted on G2.com.

My biggest complaint is that it lacks an “Undo” feature. That can be really frustrating when you’re cleaning up copies or simply arranging things, because a single click can go terribly wrong. I genuinely wish there were some kind of safety net here, and it feels like this should have been included for peace of mind. It’s especially annoying when one mistake forces you to repeat several steps.

Also, while it works with ordinary folders without any issues, it does seem to struggle with very large file collections. If I’m working with a humongous folder (we’re talking terabytes) packed with files, the analyzing routine can be on the slow side. You definitely need to set aside some time for that kind of large-archive analysis. Review collected by and hosted on G2.com.

I was drowning in duplicate files spread across multiple hard drives, and I didn’t have a convenient way to figure out which version I should treat as the “master.” FolderManifest solved that for me by finding duplicates based on their actual contents (checksums) rather than just the filename. On my first scan, it helped me reclaim a staggering amount of disk space and gave me the confidence to delete duplicates without worrying I was accidentally removing something unique. Overall, it turned a muddle into an organized catalog system. Review collected by and hosted on G2.com.

The initial setup is staightforward, but getting the most out of automation rules takes some trial and error. If you want very specific workflows or routing between teams, you'll need to spend some time configuring it properly.

Also, while the AI is very accurate , there are occasional edge cases-especially with poorly scanned documents-where you may need to double-check classifications. Review collected by and hosted on G2.com.

Before using AI File pro, our biggest issues was document chaos-files spread across shared drives with inconsistent naming and no clear structure. It slowed down everything from reporting to compliance checks.

Now, documents are automatically categorized, renamed, and routed to the right folders without manual effort. This has significantly reduced the time spent searching for files( honestly by more than half ) and improved accuracy in our workflows.

It's also helped from a compliance perspective. Having consistent naming, audit trails, and structured storage makes it much easier to prepare for audits and maintain proper documentation standards.

Overall, the biggest benefit is time savings and visibility. The system runs in the background, but the impact on productivity is very noticeable. Review collected by and hosted on G2.com.

Although their tech support is among the best I've ever experienced, recently, I've found their response times are a little slower and it can take a couple of days for a response depending on the issue. I attribute this to the growth of the platform that is always including new features which of course, means more things to support. That said, they are certainly keeping up with new tech which I consider critical. Review collected by and hosted on G2.com.

Square 9 software has helped us go paperless in at least 1 department (formerly our largest paper file department) so far. We've also been able to streamline document digitization, data extraction and reporting. All of these things save time and valuable resources and improve access to information and reporting. Review collected by and hosted on G2.com.

Often, PairSoft has slow performance and it gets overwhelmed by high loads

When downloading files, we experience high inefficiencies from the app Review collected by and hosted on G2.com.

PairSoft helps us manage our procurement and financial situation, by automating most of the business processes

The struggles of fragmented documents has been fully automated by PairSoft

Issues of accounts payable and payment processing has been done by this software

We have included ERP support in our operations through the software Review collected by and hosted on G2.com.

This can be useless because a copywriter can come across the text here. Review collected by and hosted on G2.com.

This works well for a nice unique text. Review collected by and hosted on G2.com.