Document Management Software with Customizable Templates

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57 apps

eFileCabinet   

750
Cloud based electronic document management
eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork. Read more about eFileCabinet
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Cloud based electronic document management
eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork. Read more about eFileCabinet
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Formstack Documents   

95
Document generation tool for teams
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Read more about Formstack Documents
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Document generation tool for teams
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Read more about Formstack Documents
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Q-Pulse   

4
Quality, compliance, safety, and risk management
Q-Pulse is a quality, safety, and risk management system offering tools for audit management, document control incident management, corrective actions, and more. Read more about Q-Pulse
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Quality, compliance, safety, and risk management
Q-Pulse is a quality, safety, and risk management system offering tools for audit management, document control incident management, corrective actions, and more. Read more about Q-Pulse
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FileInvite   

65
Automated cloud-based document collection system for clients
Automate the process of collecting information and documents from your clients with our simple and secure interface. Read more about FileInvite
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Automated cloud-based document collection system for clients
Automate the process of collecting information and documents from your clients with our simple and secure interface. Read more about FileInvite
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XaitPorter   

14
Document automation & collaboration solution
XaitPorter is an all-in-one solution that enables teams to manage the production and maintenance of large complex documents gathering all assets in one central content repository. Re-use content across all your documents, and keep track of changes, with built-in workflow and access control. Read more about XaitPorter
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Document automation & collaboration solution
XaitPorter is an all-in-one solution that enables teams to manage the production and maintenance of large complex documents gathering all assets in one central content repository. Re-use content across all your documents, and keep track of changes, with built-in workflow and access control. Read more about XaitPorter
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Atlassian Confluence   

1,604
Create, organize, and discuss work with your team
Confluence is a shared workspace to create and manage all your work. From product roadmaps to creative briefs, help your team do their best work together. Read more about Atlassian Confluence
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Create, organize, and discuss work with your team
Confluence is a shared workspace to create and manage all your work. From product roadmaps to creative briefs, help your team do their best work together. Read more about Atlassian Confluence
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Slab   

32
Slab is a knowledge hub for the modern workplace.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite. Read more about Slab
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Slab is a knowledge hub for the modern workplace.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite. Read more about Slab
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Huddle   

41
Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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Legito   

27
Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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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
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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
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Suralink   

384
Workflow management solution for accounting firms
Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests. Read more about Suralink
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Workflow management solution for accounting firms
Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests. Read more about Suralink
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Bitrix24   

421
100% free CRM, collaboration and communication tool suite
Bitrix24 is a 100% FREE document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Read more about Bitrix24
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100% free CRM, collaboration and communication tool suite
Bitrix24 is a 100% FREE document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Read more about Bitrix24
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Canopy   

92
Tax resolution & practice management
Canopy helps accountants & tax professionals to gather client information and documents, asses tax resolution scenarios, and auto-complete IRS forms. Read more about Canopy
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Tax resolution & practice management
Canopy helps accountants & tax professionals to gather client information and documents, asses tax resolution scenarios, and auto-complete IRS forms. Read more about Canopy
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PandaDoc   

714
Crushing your Competition From Propose to Close
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc
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Crushing your Competition From Propose to Close
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc
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Samepage   

807
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
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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
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Widen Collective   

308
Digital asset management with service beyond compare
Award-winning document management solutions and services. Read more about Widen Collective
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MSB Docs   

13
Document management and eSignature solution
MSB Docs is a paperless document management and electronic signature capture solution for businesses of all sizes. It allows users to customize complex workflow needs and automate manual processes while adhering to global compliance with a legally admissible, cloud-based eSigning solution. Read more about MSB Docs
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Document management and eSignature solution
MSB Docs is a paperless document management and electronic signature capture solution for businesses of all sizes. It allows users to customize complex workflow needs and automate manual processes while adhering to global compliance with a legally admissible, cloud-based eSigning solution. Read more about MSB Docs
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Nimbus   

4
Cloud document management (CDM)
Document Management with Secure Client Portal. Read more about Nimbus
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Cloud document management (CDM)
Document Management with Secure Client Portal. Read more about Nimbus
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ITBoost   

0
IT documentation and data evaluation solution
ITBoost is a cloud-based documentation tool designed to help businesses manage IT documentation, passwords, customer data evaluation, and more. The platform comes with a centralized dashboard, which enables organizations to view and manage projects across multiple locations in real time. Read more about ITBoost
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IT documentation and data evaluation solution
ITBoost is a cloud-based documentation tool designed to help businesses manage IT documentation, passwords, customer data evaluation, and more. The platform comes with a centralized dashboard, which enables organizations to view and manage projects across multiple locations in real time. Read more about ITBoost
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Qualtrax   

48
Compliance management platform
Qualtrax is a cloud-based compliance management platform which allows businesses to manage accreditations, documents, processes, employee training and testing. The software is designed for forensic labs, testing labs, medical examiners, manufacturers, utilities companies, and more. Read more about Qualtrax
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Compliance management platform
Qualtrax is a cloud-based compliance management platform which allows businesses to manage accreditations, documents, processes, employee training and testing. The software is designed for forensic labs, testing labs, medical examiners, manufacturers, utilities companies, and more. Read more about Qualtrax
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Smokeball  

82
Legal productivity software for small law firms.
Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app. Read more about Smokeball
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Legal productivity software for small law firms.
Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app. Read more about Smokeball
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Windward Studios  

38
The Global Leader in Document Automation Solutions
Windward is an integrated document generation tool which allows users to create document templates in Microsoft Office. Read more about Windward Studios
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The Global Leader in Document Automation Solutions
Windward is an integrated document generation tool which allows users to create document templates in Microsoft Office. Read more about Windward Studios
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DocuPhase  

46
Accounting Automation & Beyond.
Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Read more about DocuPhase
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Accounting Automation & Beyond.
Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Read more about DocuPhase
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12d Synergy  

27
Data management for architects, engineers and construction
12d Synergy is a data management and project collaboration solution that helps architectural, engineering and construction offices get great work done. It’s the all-in-one solution for built environment projects, managing your email, documents, tasks, CAD, geospatial data and 12d Model. Read more about 12d Synergy
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Data management for architects, engineers and construction
12d Synergy is a data management and project collaboration solution that helps architectural, engineering and construction offices get great work done. It’s the all-in-one solution for built environment projects, managing your email, documents, tasks, CAD, geospatial data and 12d Model. Read more about 12d Synergy
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LEAP  

23
LEAP is the #1 system for lawyers to work anywhere, anytime
LEAP’s secure document management solution improves collaboration by allowing law firms to easily create, store, and share documents, correspondence, searches, and forms in one intuitive location. Read more about LEAP
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LEAP is the #1 system for lawyers to work anywhere, anytime
LEAP’s secure document management solution improves collaboration by allowing law firms to easily create, store, and share documents, correspondence, searches, and forms in one intuitive location. Read more about LEAP
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