Document Management Software with Customizable Reporting

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DocStar AP Automation   

4
Document Management and Accounts Payable Automation Software
DocStar AP Automation is an accounts payable automation solution with automated data extraction, form recognition, invoice separation and more. Read more about DocStar AP Automation
Document Management and Accounts Payable Automation Software
DocStar AP Automation is an accounts payable automation solution with automated data extraction, form recognition, invoice separation and more. Read more about DocStar AP Automation

MangoApps   

82
Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps
Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps

Huddle   

37
Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle

GoCanvas   

116
Customizable mobile business apps and forms
GoCanvas is a cloud-based software service that enables businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. GoCanvas enables users to collect information using mobile devices, share that information and easily integrate with existing backend systems. Read more about GoCanvas GoCanvas also offers the first business-only application store of its kind, with 20k+ pre-built, fully customizable apps that work on all mobile platforms.
Customizable mobile business apps and forms
GoCanvas is a cloud-based software service that enables businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. GoCanvas enables users to collect information using mobile devices, share that information and easily integrate with existing backend systems. Read more about GoCanvas GoCanvas also offers the first business-only application store of its kind, with 20k+ pre-built, fully customizable apps that work on all mobile platforms.

NextProcess   

18
Accounts Payable software for automated invoice processing
NextProcess accounts payable (AP) software integrates with existing ERPs to accurately automate invoice processing, route approvals and add vendor self-services. Read more about NextProcess
Accounts Payable software for automated invoice processing
NextProcess accounts payable (AP) software integrates with existing ERPs to accurately automate invoice processing, route approvals and add vendor self-services. Read more about NextProcess

Samepage   

579
Real-Time Team Collaboration & Project Management Software
Award-winning all-in-one document management tool. Group chat via text & video, real-time document editing, file sharing, & tasks. Integrates with 1000+ apps. Read more about Samepage
Real-Time Team Collaboration & Project Management Software
Award-winning all-in-one document management tool. Group chat via text & video, real-time document editing, file sharing, & tasks. Integrates with 1000+ apps. Read more about Samepage

MasterControl  

61
Enterprise Quality Management
MasterControl is an electronic quality management software (eQMS) system compliant with FDA regulations and ISO quality standards. Read more about MasterControl
Enterprise Quality Management
MasterControl is an electronic quality management software (eQMS) system compliant with FDA regulations and ISO quality standards. Read more about MasterControl

Windward Studios  

34
Data Powered Document Generation & Reporting
Windward is an integrated document generation tool which allows users to create document templates in Microsoft Office. Read more about Windward Studios
Data Powered Document Generation & Reporting
Windward is an integrated document generation tool which allows users to create document templates in Microsoft Office. Read more about Windward Studios

Kizeo Forms  

29
Mobile-friendly digital forms for field service
Kizeo Forms is a flexible tool created for field professionals of various industries. It allows users to quickly and easily create and fill out custom digital/mobile forms from any mobile device or tablet. Increase efficiency, save time and money by using the Kizeo Forms application!… Read more about Kizeo Forms
Mobile-friendly digital forms for field service
Kizeo Forms is a flexible tool created for field professionals of various industries. It allows users to quickly and easily create and fill out custom digital/mobile forms from any mobile device or tablet. Increase efficiency, save time and money by using the Kizeo Forms application!… Read more about Kizeo Forms

QT9 Quality Management  

23
User friendly one stop shop quality management software
QT9 Quality Management is a modular quality management system covering CAPA, document control, risk analysis, employee training, supplier quality, and more. Read more about QT9 Quality Management
User friendly one stop shop quality management software
QT9 Quality Management is a modular quality management system covering CAPA, document control, risk analysis, employee training, supplier quality, and more. Read more about QT9 Quality Management

LEAP  

16
Legal practice management software for small law firms
LEAP is an integrated legal practice and case management software system, enhancing small law firms efficiency, profitability, and productivity. Read more about LEAP
Legal practice management software for small law firms
LEAP is an integrated legal practice and case management software system, enhancing small law firms efficiency, profitability, and productivity. Read more about LEAP

G Suite  

7,442
Collaboration app suite for teams
G Suite is a suite of apps from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data. Read more about G Suite
Collaboration app suite for teams
G Suite is a suite of apps from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data. Read more about G Suite

LogicalDOC  

55
Enterprise document management for SMBs
LogicalDOC is a document management platform which stores all company documents in a centralized repository and enables teams to create, collaborate on, and manage any number of documents. Read more about LogicalDOC
Enterprise document management for SMBs
LogicalDOC is a document management platform which stores all company documents in a centralized repository and enables teams to create, collaborate on, and manage any number of documents. Read more about LogicalDOC

GenieBelt  

98
Web & mobile platform for the construction industry
Collaborate, communicate & share real-time project progress updates with GenieBelt - a web & mobile platform for contractors, design teams & clients. Read more about GenieBelt
Web & mobile platform for the construction industry
Collaborate, communicate & share real-time project progress updates with GenieBelt - a web & mobile platform for contractors, design teams & clients. Read more about GenieBelt

Agiloft  

26
Helpdesk solution
Agiloft supports out-of-the box solutions for customer support, internal helpdesk, contract management, workflow & BPM, ITL & ITSM, change management, & more. Read more about Agiloft
Helpdesk solution
Agiloft supports out-of-the box solutions for customer support, internal helpdesk, contract management, workflow & BPM, ITL & ITSM, change management, & more. Read more about Agiloft

EasyPQQ  

32
Cloud-based document authoring solution
EasyPQQ is a cloud-based document authoring, bid proposal, and tender management system which offers collaboration tools, native search, approvals, and more. Read more about EasyPQQ
Cloud-based document authoring solution
EasyPQQ is a cloud-based document authoring, bid proposal, and tender management system which offers collaboration tools, native search, approvals, and more. Read more about EasyPQQ

Legal Suite  

3
Leading global provider of Enterprise Legal Technology®
Preserve your Enterprise Legal Memory®. Manage the classification of all records and guarantee the tractability of information. Read more about Legal Suite
Leading global provider of Enterprise Legal Technology®
Preserve your Enterprise Legal Memory®. Manage the classification of all records and guarantee the tractability of information. Read more about Legal Suite

netTerrain Logical  

3
Automated network documentation & drawing tool
Manage workflow, vendor licenses, certificates, spreadsheets, and much more. Read more about netTerrain Logical
Automated network documentation & drawing tool
Manage workflow, vendor licenses, certificates, spreadsheets, and much more. Read more about netTerrain Logical

Safelink Data Rooms  

2
Virtual data room & client extranet service
Safelink Data Rooms is a full feature virtual data room and secure extranet solution with encrypted data transmission and storage held offshore. Read more about Safelink Data Rooms
Virtual data room & client extranet service
Safelink Data Rooms is a full feature virtual data room and secure extranet solution with encrypted data transmission and storage held offshore. Read more about Safelink Data Rooms

Paperless Online  

1
Document generation, document filing, & form automation
Paperless Online is a web-based document management solution which enables users to create custom forms and document, capture electronic signatures, and more. Read more about Paperless Online
Document generation, document filing, & form automation
Paperless Online is a web-based document management solution which enables users to create custom forms and document, capture electronic signatures, and more. Read more about Paperless Online

Orcanos e-DMS  

0
Document control software
Orcanos e-DMS is a cloud-based document control software which enables quality managers to create, archive, trace, search, and audit all documentation using a range of features including automated revision control, workflow automation, 21 CFR Part 11 compliance, electronic signature, and more… Read more about Orcanos e-DMS
Document control software
Orcanos e-DMS is a cloud-based document control software which enables quality managers to create, archive, trace, search, and audit all documentation using a range of features including automated revision control, workflow automation, 21 CFR Part 11 compliance, electronic signature, and more… Read more about Orcanos e-DMS
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Avg. User review

Document Management Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 Document Management apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
74
74
Reviews 20/20
Integrations 19/20
Mobile 16/20
Functionality 19/20
Security -/20
73
73
Reviews 19/20
Integrations 20/20
Mobile 15/20
Functionality 19/20
Security -/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 15/20
Functionality 17/20
Security -/20
64
64
Reviews 15/20
Integrations 18/20
Mobile 14/20
Functionality 17/20
Security -/20
58
58
Reviews 11/20
Integrations 2/20
Mobile 15/20
Functionality 13/20
Security 17/20
57
57
Reviews 14/20
Integrations 12/20
Mobile 15/20
Functionality 16/20
Security -/20
56
56
Reviews 8/20
Integrations 3/20
Mobile 15/20
Functionality 13/20
Security 17/20
53
53
Reviews 7/20
Integrations 4/20
Mobile 13/20
Functionality 12/20
Security 17/20
49
49
Reviews 12/20
Integrations 6/20
Mobile 15/20
Functionality 16/20
Security -/20
47
47
Reviews 10/20
Integrations 9/20
Mobile 15/20
Functionality 13/20
Security -/20
44
44
Reviews 8/20
Integrations 3/20
Mobile 13/20
Functionality 11/20
Security 9/20
44
44
Reviews 13/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security -/20
44
44
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 15/20
Security -/20
44
44
Reviews 11/20
Integrations 5/20
Mobile 14/20
Functionality 14/20
Security -/20
42
42
Reviews 6/20
Integrations 2/20
Mobile 4/20
Functionality 12/20
Security 18/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.