Alternatives to Xpertdoc
Compare Xpertdoc alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Xpertdoc in 2026. Compare features, ratings, user reviews, pricing, and more from Xpertdoc competitors and alternatives in order to make an informed decision for your business.
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Interfacing Integrated Management System (IMS)
Interfacing Technologies Corporation
Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. -
2
onPhase
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. -
3
Expedience Software
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. -
4
EasySend
EasySend
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions. -
5
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management. -
6
Titan
Titan
Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale. -
7
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. -
8
pdfFiller
pdfFiller
pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data. -
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Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.Starting Price: $9 per month -
10
Adobe PDF Library SDK
Datalogics Inc.
Developers rely on Datalogics to provide the most comprehensive PDF SDKs in the industry. We are SOC 2 Type 2 certified. Global OEMs, SaaS and enterprise end-users rely on Adobe PDF Library to automate the creation, editing and management of PDFs. An Adobe partner, our SDK uses the same source code as Acrobat for stability, reliability and quality results. Flexible programming language and platform options include .NET, .NET Framework, Java and C/C++ on Windows, Linux, MacOS; NuGet & Maven; pdfRest API Toolkit Container option. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Free trial with proof of concept support, join us on Discord or use our AI assistant for help, or set up a time to talk to one of our engineers about your project. Our expertise and support is the reason we have a 91% customer retention rate.Starting Price: $5,999 -
11
Sanity
Sanity.io
Sanity is a Content Operating System designed to power modern content applications and AI-driven workflows. It combines a flexible headless CMS, real-time collaboration tools, and a scalable content database called Content Lake. Developers can configure Sanity Studio with TypeScript and React to build fully customized content workspaces. The platform supports visual editing, structured content modeling, and powerful querying using GROQ. With built-in compute and AI capabilities, teams can automate workflows and trigger serverless functions based on content changes. Sanity integrates seamlessly with popular frameworks like Next.js, React, Vue, and many others. It enables organizations to build, manage, and scale content-driven experiences without backend limitations.Starting Price: $0 per project per month -
12
Formplus
Formplus
Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.Starting Price: $25.00/month -
13
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
14
Laserfiche
Laserfiche
Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.Starting Price: $500 one-time payment -
15
Textflo
Distributed Computing Systems
Textflo is a text management system that can be used to organise your online links or computer documents. Documents can be replaced by internal notes. It provides a very complete solution for storing, categorising and finding information. The focus has shifted to document and project management, so that it will be useful for daily routines. All of the text processing features are still available however. These provide options to filter or format text, analyse the text, or find information through different types of query, including database queries. With the large number of documents stored on your computer and online links that you might use, this program will help you to navigate the environment more easily.Starting Price: £00.00 -
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SCHEMA ST4
SCHEMA Group
The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system. -
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SYDLE ONE
SYDLE
Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.Starting Price: $19 per month -
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Vasion
Vasion
Vasion integrates the tools businesses need to digitize content and automate business processes by combining capture, workflow, e-signature, and storage into a complete SaaS platform. Capture analog and digital content through mobile, scan, and e-forms. Automate processes through intuitive no-code workflows, and securely access and manage content across integrated storage platforms. The elimination of the physical infrastructure is a critical step in your digital transformation journey. Digitally transform print by delivering a serverless printing infrastructure. With PrinterLogic you can centrally manage direct-IP printing from the cloud while keeping print jobs local. Digital transformation is a journey—not a one-time event. Wherever you are in the process, Vasion's no-code platform can help by delivering a seamless, end-to-end digital experience for both your internal users and external customers. -
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Checkbox
Checkbox
Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers. -
20
Xpublisher
Fabasoft Xpublisher
Xpublisher is the key to collaborative creation, full management and easy publishing of content in all channels, enabling the highly automated production of journals, books and technical documentation. Create, edit & review structured content quickly and easily with our online XML editor. Access all your XML documents anytime, anywhere and collaborate with other authors in real-time, regardless of their technical proficiency (Note: XML is not mandatory, you can also work with common MS Word documents.) Manage & structure your content & any additional digital assets (e.g. images, video, audio) efficiently with our digital asset management system & publishing system Xpublisher, for a highly automated, fast & accurate multichannel-publishing. Numerous leading companies are already convinced by Xpublisher. We deliver turnkey solutions to help you master these challenges, so you can create content efficiently and publish it automatically -
21
DocOrigin
Eclipse Corporation
DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design. -
22
Docsie
Docsie
Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Docsie Pilot onboarding - Custom portal design & optional training for paid plans - Internal & external portal for employees & end-users - Workspaces - Knowledge base analytics & user feedback collection - Free custom domain - Markdown import & export - WYSIWYG Editor - iFrame embed - SwaggerAPI import - Snippet, fragment, document & topic templates - Help center & in-app help interface - Guided tour builder - Version & language management - Webhooks - AI translation & content generation - Project management - RBAC/JWT/SSO for securityStarting Price: $39 per month (annual) -
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empower
empower GmbH
The empower® Suite is a software suite integrated with Microsoft 365 that enables the easy, consistent, and efficient creation of presentations, documents, and emails. It consists of three modules that can be used individually or in combination: empower® Slide Generation combines AI, templates, automation, and corporate content to enable the creation of professional PowerPoint presentations in minutes instead of hours—without the need for manual formatting. empower® Chart Creation builds complex PowerPoint charts and reports with Excel integration and a consistent layout—typically 50% faster than standard PowerPoint. Existing charts from other charting tools can be imported with a single click and edited further. empower® Template Management provides up-to-date Office templates centrally and ensures their automatic use in Word, PowerPoint, Excel, and Outlook—helping teams produce brand-compliant and legally sound documents.Starting Price: $11.99/month/user -
24
DoxFlowy
DoxFlowy
DoxFlowy is an AI-powered, no-code document automation platform designed to streamline the creation of professional and compliant documents across various business functions, including HR, legal, operations, and finance. It enables users to automate document workflows through dynamic templates, intuitive data collection forms, and robust integrations with existing tools. Users can upload existing documents, create new ones from scratch, or utilize a library of templates vetted by legal professionals. The platform automatically generates customizable questionnaires mapped to these templates, facilitating error-free document creation based on user inputs. DoxFlowy supports electronic signatures, providing a simple and intuitive signing process that is legally binding and compliant, complete with a built-in tamper-proof audit trail. The platform integrates with major CRMs, marketing applications, HR tools, and more, allowing for seamless automation of the entire document lifecycle.Starting Price: $499 per month -
25
DocShifter
DocShifter
Enterprises work with a lot of digital documents, in multiple file formats. And these documents need to be converted for sharing & collaboration, standardization or archiving. Or simply because today’s systems have difficulties working with older formats. Converting between formats happens manually, which is inefficient, slow, inconsistent and expensive. Different tools are used to convert documents throughout the organisation. On top of that, in sectors like life sciences and finance, specific regulatory document requirements must be met. DocShifter, an automated file format conversion platform, solves these challenges. The software automatically recognizes documents and emails and converts them to the output format of your choice. In PDF or any other standardized format. Lightning fast. To the specifications required by your organisation or the regulators in your industry. Once converted, these documents can be further shared internally & externally, archived as PDF/A. -
26
SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
27
HighQ
Thomson Reuters
Strengthen your legal operations and workflow. Connect your legal professionals using an integrated digital workspace where you can boost productivity, seamlessly collaborate with others, share valuable insights, plus engage with clients and colleagues to deliver world-class legal services. Use an integrated platform to work with colleagues, collaborate on projects, and engage with clients. Standardize and automate time-consuming work and processes to help teams become more productive and efficient. Manage complex projects and matters, assign work and tasks, collaborate on documents and data, and provide complete transparency. Leading organizations trust HighQ’s secure technology platform to protect their valuable data and securely exchange sensitive information. HighQ combines consumer-grade concepts and simplicity with enterprise-grade capabilities to create a superior experience for you and your clients.Starting Price: $18.00/month/user -
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Optix
Mindwrap
Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custoStarting Price: $360 -
29
Plumsail Documents
Plumsail
Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!Starting Price: $29 per month -
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GoFormz
GoFormz
Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or requestStarting Price: Free -
31
Heretto
Heretto
Heretto is the ultimate content operations platform for customer-driven companies. Our cutting-edge CCMS, Deploy API, and Portal toolset empowers users to independently resolve product issues, streamlining support and elevating customer experiences. Effortlessly create, distribute, and personalize documentation for exceptional content experiences across all touchpoints all on one cloud-based platform. From the blank page to fully personalized help sites, Heretto's intuitive interface ensures swift content deployment and seamless collaboration for enterprise organizations. Stay ahead in the digital landscape and deliver content that delights modern customers with Heretto's unrivaled capabilities. -
32
Formsio
Formsio
Formsio is document automation software that helps paper-intensive industries streamline processes, significantly reduce time to complete paperwork, and improve overall customer experience. Formsio re-envisions paperwork starting as an HTML document that is dynamically generated in real time. This is a very important distinction that differentiates Formsio from competitors that wrap their solutions around a PDF or DOC file. Formsio helps industries that utilize template-based documents that require signatures, consume large data sets, often have calculation dependencies, and require bulk distribution to their customers, contractors, and employees. We see the most interest for our solutions within industries such as legal, lending, compliance, HR, real estate, and insurance. Easily create dynamic HTML forms and documents using our graphical designer. Our designer replaces static, inefficient, PDF files that create bottlenecks in signature workflows.Starting Price: $250 per month -
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Josef
Josef
Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling. -
34
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
35
DocsCloud
DocsCloud
DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.Starting Price: $15 per month -
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Formstack Documents
Formstack
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.Starting Price: $29 per month -
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hyper Digital Asset Management Server
hyperCMS Content Management Solutions
The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Access all your rich rich content directly by conveniently integrating it into the creative workflow of internal/external teams and programs like Adobe CS, MS Office, and OpenOffice. Ensure process control with collaborative approval. Share the content directly on Social Media Networks. Create customized Brand Portals to promote and meassure the success of various rich content.Starting Price: $21.00/mo (SaaS) $0 On-Premise -
38
Portant
Portant
Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.Starting Price: $42 per month -
39
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
40
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
41
Lumin PDF
Lumin PDF
We are the bridge between paper and the cloud, our seamless PDF workflows help you achieve greater impact with less administration. Edit PDFs within Google Workspace. Open Lumin directly from Gmail, Google Drive, or Google Classroom. Uploading old documents to the cloud has never been easier. Get your team on the same page with real-time feedback and manual tools. Submit work, negotiate terms, and sign everything with Lumin Sign. Enjoy our comprehensive free plan for K-12 teachers and students. Our products are implemented using a rigorous and constantly updated security system. We also have a Google-verified storage system that ensures your files never have to leave Google Drive. Collaborate with your current colleagues and attract new ones with Lumin and Lumin Sign. Our innovative solutions are great on their own, but together they're even better. Lumin reduces the comings and goings of your team. With a cloud workspace integrated with Google, you can collaborate in real-time.Starting Price: $9 per month -
42
Webdocs
Fortra
Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery. -
43
TypeFlow
TypeFlow.us
TypeFlow automates professional PDF generation from Airtable data using Google Docs templates. How it works: Create templates in Google Docs with variables ({{field_name}}), connect your Airtable base, map fields, and generate PDFs automatically - individually or in bulk (200+ documents). Key Features: - Dynamic line items (invoices, quotes, orders) - Conditional content sections - Image insertion from Airtable attachments - E-signature integration with status tracking - Bulk generation and API access - Airtable automation triggersStarting Price: $29/month -
44
FileDirector
Spielberg
FileDirector is the future of modern/contemporary document management. With ECM, companies save time when processing data. FileDirector is efficient, boosts productivity, and cuts operating costs. The electronic-content-management solution from Spielberg Solutions convinces with functionality: from capturing paper documents to the management of digitalized documents and secured storing of information. The efficient retrieval feature provides special facilitation. FileDirector can be run on multiple servers and represents reliable support in managing documents for global companies. Reduction of operating costs. Straightforward processing of paper-based and digital documents. No user limitation. Smart integration in Microsoft Office. Automatically captures emails from the email server. FileDirector captures electronic and physical documents in a flexible and quick way, independent of format and data source. -
45
ImageQuest ECM
Informa Software
Managing content today is much more than storing and retrieving documents. A mobile workforce demands efficient distribution. Decentralized decision making requires routing for approvals of more complex workflows, because what ultimately matters is not the document but the information it contains. ImageQuest ECM is engineered to serve small business to the enterprise level as information needs to be captured, stored, and retrieved so paper can be eliminated. ImageQuest from Informa is powerful content management software that can stand alone as a user-friendly document management system or be deployed as the core of an integrated workflow and business process automation application. Over 80% of businesses still have a need for organized, categorized, and structured content personalized for targeted audiences. 74% of businesses list "improve the experience of our customers" as a top priority- the proper support is needed. -
46
Innodox
Innodox
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems! -
47
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
48
Saperion ECM
Hyland
Saperion ECM helps you improve efficiency and fulfill compliance requirements — even when managing information trapped in unstructured documents such as invoices and emails.. Content management Automates document capture, processing, management and archiving, and allows immediate content retrieval throughout the enterprise. Long-term flexibility Enables seamless application integrations to help you adapt to ever-changing business needs. Safe and compliant storage Supports legal, operational and regulatory requirements. Security permissions ensure that only authorized users access the information they need. -
49
Overdrive
Refractiv
Turn Google Drive and Google Workspace content into web pages automatically. Set up a site in minutes. From simple sites to advanced solutions for business and education. And everything in between. Overdrive integrates perfectly with Drive. Just tell it which content to use and it creates the site structure, navigation and pages at the touch of a button.Starting Price: $5/month/user -
50
MetaSource MetStor
MetaSource
MetaStor is a secure, cloud-based enterprise content management and document management platform that enables organizations to digitize, store, search, retrieve, route, and manage business documents and content from any device with a clean, intuitive interface that requires minimal training. Built on OpenText AppEnhancer technology, MetaStor breaks down information silos by unifying systems that create, store, and deliver content to process participants, connecting capture, management, and workflow automation to streamline business processes such as loan boarding, invoice processing, human resources, accounts payable, and other paper-intensive tasks. It supports unlimited users with multiple security layers, including PCI-DSS Level 1, SOC 2 Type 2, and HIPAA compliance, configurable password rules, robust audit trails, and document-level security, while providing disaster recovery with server and location redundancy and real-time replication to protect against data loss.
