Document Management Software with Email Templates

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Bitrix24   

339
Free collaboration, communication & management tool suite
Place your presentations, documents and videos in the cloud for download, collaboration or private use. Find them quickly with convenient search. Read more about Bitrix24
Free collaboration, communication & management tool suite
Place your presentations, documents and videos in the cloud for download, collaboration or private use. Find them quickly with convenient search. Read more about Bitrix24

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

Office 365  

7,381
Cloud collaboration and file sharing application suite
Microsoft Office 365 provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more. Read more about Office 365
Cloud collaboration and file sharing application suite
Microsoft Office 365 provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more. Read more about Office 365

SalesHandy  

44
Data analytics, email tracking & communication tool for SMBs
SalesHandy is a data analytics and communication tool for sales teams which allows them to track performance and customer behavior through live engagement. Read more about SalesHandy
Data analytics, email tracking & communication tool for SMBs
SalesHandy is a data analytics and communication tool for sales teams which allows them to track performance and customer behavior through live engagement. Read more about SalesHandy

Legito  

12
Document automation solution for small to midsize firms
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
Document automation solution for small to midsize firms
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

BoardMax  

11
Centralized board management for non-profit organizations
BoardMax is a cloud-based board management solution for non-profit organizations, serving centralized document storage, attendance tracking and engagement tools. Read more about BoardMax
Centralized board management for non-profit organizations
BoardMax is a cloud-based board management solution for non-profit organizations, serving centralized document storage, attendance tracking and engagement tools. Read more about BoardMax

Nimbus  

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

Documill Dynamo  

1
Document automation for Salesforce
Documill Dynamo is a document automation system for Salesforce which allows users to generate, manage & distribute offers, contracts, reports & other documents. Read more about Documill Dynamo
Document automation for Salesforce
Documill Dynamo is a document automation system for Salesforce which allows users to generate, manage & distribute offers, contracts, reports & other documents. Read more about Documill Dynamo

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
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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.