DMS systems for managing documents
We list the best document management system software, to make it simple and easy to manage digital files and folders.
This is becoming increasingly important as the concept of a paperless office is actually turning into an everyday reality, especially with the growth in remote working. This means that routine office documents cannot be simply filed in an office, and instead need to be archived online. This is where cloud storage really comes into its own, as many service providers can also accommodate document sharing and syncing for organizations.
However, a Document Management Software (DMS) platform isn’t simply about archiving information securely online, as much as making the whole process of document management easier, covering everything from branded templates, improving workflows, working with collaboration tools, as well as being able to sort through sometimes technical information. And that’s on top of general document editing and management tasks.
Good document management software also has to be able to work with different digital file types, not just from office software, images and designs, and anything else you could imagine previously being printed on paper, including from legacy file formats. These days it will also cater for online document e-signing software .
However, a lot of suppliers and contractors will still deal with paper, so any DMS needs to have a document scanning solution, often working as a standalone or part of an OCR scanning software package, so that any such paper invoices, receipts, or other documents can be scanned so that a digital copy can be archived while the paper version is recycled.
The paperless office has been a long-time in coming, but it’s finally here for those who want to embrace it. Below we list the best document management software solutions currently available.
We’ve also featured the best alternatives to Microsoft Office.
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PandaDoc is an impressive online digital signature service that offers so much more than just the ability to fill in forms and sign docs. It’s feature-rich and versatile, and includes desktop publisher. Start today with a 14-day free trial.
Preferred partner (What does this mean?) The best document management software of 2024 in full:Best document management software for business
DocHub offers a complete document management software solution, letting users handle a wide range of tasks through the online service.
We were quite impressed when we reviewed the service, finding it a feature-rich solution for businesses. Of course, this includes essentials like collaboration tools, electronic signatures and filling in forms. But there’s also unlimited cloud storage for documents (a rarity), integration with Google and Dropbox, and the ability to edit and modify digital documents. In other words, this is the complete package.
With a user-friendly interface, getting around DocHub is very simple, very intuitive. If you’re looking for free document management software, DocHub does include this option. However, it’s limited to five eSignatures and three sign requests a month, with other limitations attached. Great for trying the service to see if it’s right for you, but to get the most from it, you’ll likely want to opt for the monthly/annual subscription, DocHub Pro, which starts at $10 a month on an annual plan. This includes unlimited eSignatures, sign requests, and more.
Read our full DocHub review Best document management software for complex workflows
PandaDoc offers a lot more than just the option to fill in forms and sign docs. The software allows you to create complex documents from scratch and track their progress from the very beginning to the signing of contracts.
You can choose the pre-made templates or go with a blank slate. Either way, you have a very powerful layout designer in your hands. It’s really flexible as you can easily add videos, images, and similar as well as make a simple text document.
PandaDoc has several pricing plans with the cheapest one called Essentials. This gets you unlimited document uploads and e-signatures, real-time tracking and notifications, rich media drag-and-drop document editor, document analytics, and a few more things.
Next in line is the Business plan which adds some more goodies, including CRM and Zapier integrations, custom branding, a content library, and more.
