Paperless Online Pricing, Features, Reviews & Comparison of Alternatives

Paperless Online

Document generation, document filing, & form automation

4.0/5 (1 review)

Paperless Online overview

Paperless Online is a cloud-based document management system which enables users to create, receive, and track documents and forms. The system stores important documents in an electronic file cabinet, with a self-service portal allowing contacts to submit required documents and forms. Contact records store information about clients, leads, and vendors, with users able to add custom data fields to records additional details. The messaging feature lets users communicate with contacts, and automatically stores messages as tickets within each contact’s record.

With Paperless Online, users can create custom forms, documents, and emails, with the ability to automate forms using configurable workflows, and send out emails to contacts automatically. Data merge is supported for emails and documents, including letters, contracts, certificates, and labels, allowing users to set up standard templates and then personalize each by merging in contacts’ details. Electronic signatures can be captured through integration with DocuSign, with users able to sign forms directly from their emails on any device, and signed documents stored within individual contact records. Users can also create and assign tasks and reminders, and generate custom charts and reports.
paperlessonline.com

Pricing

Starting from
$25/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Paperless Online screenshot: Documents are stored in the centralized file cabinet in Paperless OnlinePaperless Online DemoPaperless Online screenshot: Contact records are stored in the business partner module in Paperless OnlinePaperless Online screenshot: Paperless Online allows users to build custom forms and form templatesPaperless Online screenshot: Document templates can be created, and personalized documents created with data mergePaperless Online screenshot: Users can also create custom email templates in Paperless OnlinePaperless Online screenshot: The messaging feature allows users and contacts to communicate through Paperless OnlinePaperless Online screenshot: Tasks can be assigned to users and contacts in Paperless OnlinePaperless Online screenshot: Users can also create and assign reminders in Paperless OnlinePaperless Online screenshot: Paperless Online allows users to print and email documentsPaperless Online screenshot: DocuSign integration enables electronic signature capture in Paperless Online

Paperless Online reviews

Excellent
0
Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.0
  4.0
  5.0
  2.0
Shelley Hipps

I have helped set up this program and trained agents and admin users how to best utilize it.

Used weekly for less than 6 months
Reviewed 2018-01-17
Review Source: Capterra

I really like the ease of use and all of the video tutorials. They are not annoying or long, they are actually useful and show you step by step how to do things. I like the fact that there is no contract and that you can back up all your files easily.

Read the full review

Paperless Online pricing

Starting from
$25/month
Pricing options
Free trial
Subscription
View Pricing Plans

$25 per user, per month.

Paperless Online features

Document Storage
Third Party Integration

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Communication Management (93 other apps)
Customizable Branding (107 other apps)
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Drag & Drop Interface (124 other apps)
File Management (100 other apps)
Permission Management (139 other apps)
Projections (114 other apps)
SSL Security (111 other apps)
Search Functionality (182 other apps)

Additional information for Paperless Online

Key features of Paperless Online

  • Form automation
  • Document filing
  • Document generation
  • Contact records
  • Custom data fields
  • Custom forms
  • Configurable workflows
  • Self-service portal
  • Task assignments
  • Reminders
  • Email template creation
  • Automated emails
  • Data merge
  • Custom reporting
  • Custom charts
  • Electronic signature
  • DocuSign integration
  • Messaging
View All Features

Benefits

Users can create custom forms and configure workflows for form automation, to send forms by email for completion, review, and signature collection.

Documents and emails can be generated using templates and data merge capabilities, and then sent to contacts.

Tasks can be assigned to users or contacts, and reminders can be set up to ensure that important tasks or dates are not missed.

Users can sign forms electronically from their emails, with DocuSign integration, and signed documents are stored within contact records.

The Messaging feature allows users to communicate with contacts, and automatically organizes messages as tickets in each contact’s record.