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Top Rated Document Management Software with Whatsapp

Last updated: July 2026

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10 software options

Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates document creation, storage, and tracking—connecting proposals, contracts, and files directly to CRM data. With templates, approval flows, and ERP/email integrations, teams manage documents efficiently and maintain full version control across the sales process.

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Google Drive logo

Cloud storage and backup for files, photos, docs, and more

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Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

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Webdox logo

AI-Powered Contract Management Software

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We are the leading end-to-end contract management CLM in Latam, highly integrable, fostering collaboration and optimizing processes with generative AI.

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BoldSign logo

Quick online signature contract securing.

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BoldSign is an enterprise-grade electronic signature application and API with features like bulk sending, document management, and user management. It allows users to easily send eSignature requests and configure their behavior to speed up signing. BoldSign also offers a comprehensive REST API to initiate, track and fulfill signature requests from within custom applications.

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Dr. ERP logo

Manufacturing inventory management software

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Dr. ERP is a manufacturing inventory management software that helps businesses manage finance, inventory, sales, procurement, assets, and more. It offers advanced security measures to protect data and ensure compliance with industry standards.

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ENSPACE logo

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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Athento logo

Digital content platform

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Athento is a smart services content platform that helps companies make their processes faster ensuring that documents are reliable, safe and can be found anywhere, anytime.

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Dropbox logo

File syncing, storage & sharing platform

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Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a 100% FREE document management platform used by over 12 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.

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FilesIT logo

Client platform with email filing and portal

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FilesIT is a client communication platform that combines automated Outlook email filing with WhatsApp and SMS tracking in a unified client timeline. The software includes ClientHub for document signing with audit trails, integrations with accounting systems like Xero, Sage, and QuickBooks, and AI-assisted email drafting. It offers departmental views, task management, and access controls for client-facing teams.

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