Project Management

GetApp’s Integration Leaders in Document Management

Jun 14, 2022

Find document management software products that integrate best with other apps.

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Supriya DekaMarket Research Specialist
GetApp’s Integration Leaders in Document Management

What we'll cover

Software integrations form an indispensable part of the IT strategy of most businesses. Not only do they foster seamless information flow between applications, but they also boost process efficiency, increase data visibility, and consolidate disparate information sources. 

When it comes to integration potential, all software solutions aren’t created equal. Some tools are clear winners and can integrate with a variety of solutions, while others integrate with only a handful. 

Analyzing products specifically for their integration capabilities can be labor intensive. To save you time, we compiled a report to help you access relevant integration data for document management software.

With this report, we want to help you select a document management tool that offers maximum integration potential. We analyzed integration data for some of the highest-rated products on the market and compiled our findings into this report. (View the complete selection methodology for these products at the bottom of this page.)

Integration Leaders in document management software

Grid image

*Analysis accurate as of May 2022

The Integration Leaders grid above showcases document management products with the highest integration scores based on user reviews on GetApp. (See the complete report methodology at the bottom of this page.

On the grid, products are arranged in increasing order of their overall ratings (bottom to top) and integration scores (left to right). That means products higher up on the grid have higher overall ratings and products toward the right have higher integration scores. Therefore, products in the top right zone of the grid rank higher in overall ratings as well as integration scores compared to other products on the grid.

Most common app integrations

It can be challenging to figure out which tools a software product integrates with. Software providers may not explicitly mention this information on their product websites or that information may be buried on a hard-to-find webpage. 

In this section, we look at the specific integration capabilities of GetApp’s Integration Leaders—in other words, the most common apps that integrate with the products on this list. 

We’ve built a matrix that allows you to compare how well our document management Integration Leaders play with popular apps such as Slack, Zoom, Trello, and Zoho CRM. We’ve divided these apps into three categories: collaboration, file sharing, and customer relationship management.

  • Collaboration: The table below highlights collaboration tools that integrate with the products featured in our document management Integration Leaders report. According to our research—based on information gathered from vendor websites and other publicly available sources—Slack, Microsoft Teams, and Zoom are the collaboration solutions most commonly integrated with document management software and, therefore, have been used for comparison.

  • Project management: The table below highlights popular project management tools that integrate with the products featured in our document management Integration Leaders report. According to our research—based on information gathered from vendor websites and other publicly available sources—Jira, Trello, and Smartsheet are the project management solutions most commonly integrated with document management software and, therefore, have been used for comparison.

  • Customer relationship management (CRM): The table below highlights popular CRM tools that integrate with the products featured in our document management Integration Leaders report. According to our research—based on information gathered from vendor websites and other publicly available sources—Salesforce, Zoho CRM, and Zendesk are the CRM solutions most commonly integrated with document management software and, therefore, have been used for comparison.

*Analysis accurate as of May 2022

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Product profiles of Integration Leaders in document management

Let’s deep dive into the profile of each Integration Leader to better understand their integration scores, what users say about them, the cloud platform they’re hosted on, and more. 

*Analysis accurate as of May 2022

  • Integration score: 5.11

  • Open API: Yes

  • Hosted platform: AWS

  • Integration platforms: N/A

User review excerpts

To help you understand how reviewers feel about SmartVault’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome.

My clients find it easy to work with .  "

"The features most liked about SmartVault for us has been the ease of initial installation, the integration with our Intuit ProSeries Software and how it has helped our office move to the cloud for a safe secure location for our data."

"The features most liked about SmartVault for us has been the ease of initial installation, the integration with our Intuit ProSeries Software and how it has helped our office move to the cloud for a safe secure location for our data."


 *Analysis accurate as of May 2022

  • Integration score: 4.38

  • Open API: Yes (Javascript API)

  • Hosted platform: Microsoft Azure

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Microsoft Word's integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"With the integration with cloud 360 it’s great and easy to collaborate amongst multiple people working on the same documents. Overall getting more user friendly. "

"Word is my tool of choice for any document that requires an organised and professional presentation. It provides many powerful and convenient options such as indexing, integration to office and vast page and text configurations."

"My first choice with any project, helps me stay organized and prepared. Makes notes clear, and allows integration across different operating systems."


*Analysis accurate as of May 2022

  • Integration score: 4.20

  • Open API: Yes

  • Hosted platform: N/A

  • Integration platforms:Zapier, Automate.io, Zoho  

User review excerpts

To help you understand how reviewers feel about Microsoft OneNote’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"I use it mainly for lab work, to take lab notes. It's inexpensive, easy to use with plenty of storage. Good integration with Microsoft office apps like excel, ppt etc. Pictures can be quickly integrated in any page.”

"What I like the most about OneNote is the integration with OneDrive, so no matter where I take the notes, they will always be available on any of my devices. I can take a note on my phone, edit it on my tablet and review it on my computer.

I no longer use notebooks, now I just carry my tablet with SPen and take notes as if I were on paper."

"I use this software to take notes on a daily basis whether for work or personal. It's easy to use and integrates well into any office especially if your computer uses windows.  I love that it can be linked to my microsoft account as well."


*Analysis accurate as of May 2022

  • Integration score: 4.00

  • Open API: Yes

  • Hosted platform: AWS

  • Integration platforms:Zapier

User review excerpts

To help you understand how reviewers feel about FileCloud’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Integration over an existing file management system is easy, and the growth that we can provide a customer to extend access to their file system outside their office is exciting. The ability to provide a managed system that allows our customers/users to share large files/folders, provide collaboration solutions, and secure access to their own company shares has proven invaluable."

"Integration in on-premise file server and integration with the active directory. Access to your files from anywhere around the world without the hustle of the use of a vpn client. ."


*Analysis accurate as of May 2022

  • Integration score: 3.97

  • Open API: Yes

  • Hosted platform: Google Cloud

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Google Workspace’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Ease of use and integration between tools is great. Gmail is one of the star and the calendar too. Meet is OK enough for most uses."

"The ability to integrate work across multiple platforms is very useful for us. The ability to collaborate using shared credentials or through the scheduling features is key. The universality of the software for both work and private uses is essential.”

"First of all, the price of the product is great for the amount of value it delivers. It even over delivered. Due to all the integration you can easily plan, share, and create with your team. This makes the workflow extremely easy and provide for better communication."


*Analysis accurate as of May 2022

  • Integration score: 3.84

  • Open API: Yes

  • Hosted platform: Microsoft Azure

  • Integration platforms: Zapier, IFTTT

User review excerpts

To help you understand how reviewers feel about Google Drive’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Having email, document creating, calendar, storage and communications all integrated and available for free makes this a no-brainer choice for most folks. Love how things integrate within the program itself and with other programs. Love that it works equally well on MAC or PC. Love the sharing options - like being able to share my work and personal calendars and documents with my husband or kids.  "

"I like this software ! it helps me a lot when I have to send teaching videos with big size files. The integration systems in the software are amazing. I can share my big size files without trials. I just put my colleagues or Parents emails and share the files quickly to them. I even can empty my photos and videos in Handphone and move them to drive easily. If I need them, then I just go to my personal drive and find what I need.  "

“ The ease of use, stability and seamless integration with Google Docs, Sheets and other GSuite are what I like best. The platform is also well supported by many backup systems that push backups to the Drive.”


 *Analysis accurate as of May 2022

  • Integration score: 3.84

  • Open API: Yes

  • Hosted platform: Microsoft Azure

  • Integration platforms: Zapier, IFTTT

User review excerpts

To help you understand how reviewers feel about OneDrive’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Keeps everything together at one place. Excellent option for file storage both personal as well as business use

Integration with other MS products is excellent. You can share files directly on outlook email, teams messenger and other MS products "

"The greatest part of this software is its ability to integrate with the other Microsoft programs/applications; this is especially true when in comes to Microsoft's email platform, Outlook. Other than this seamless integration, OneDrive left much to be desired. "

“ - Availability: making all my files available at any time, from amy machines or mobile app and very much up to date

- Integration with office apps: the beauty of OneDrive. It's fully integrated with all MS Office apps and it makes our lives easier when doing any task from inside office apps

- Seamless file syncing with local machine: I never saw a more seamless syncing than this. It's truly setup-and-forget kind of app.”


*Analysis accurate as of May 2022

  • Integration score: 3.79

  • Open API: NA

  • Hosted platform: Google Cloud

  • Integration platforms: NA

User review excerpts

To help you understand how reviewers feel about Google Docs’ integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Google Docs is incredibly easy to use, very intuitive and gets used  fastly to the recurrent dictionary.  This is a critical feature because it eases the times of writing a documents. 

Many of the most common features available in suites like Office are way easier to employ and to edit. 

The perfect integration in the framework of G-Suite helps a Start-Up like mine to quickly design, edit and share informative and marketing documents. 

Absolute Masterpiece "

"I love that everything I need is in a web application. I used it often to write documentation for my software projects. Love the integration with other tools of the Google Suite.

I generally export the document to pdf once I have finalized them."

"This sort of software used to cost a fortune and come with several tomes of instruction. Now, it's lightweight, cloud-based, and free. We used this daily, from everything to reports to scratch notes. The integration with Drive is awesome and sharing files for collaboration is a snap."


*Analysis accurate as of May 2022

  • Integration score: 3.54

  • Open API: Yes

  • Hosted platform: Microsoft Azure

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Microsoft 365’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Integration, coherence and great ability to cope with plenty of scenarios. Some applications are best of class, others are the current state of the art. It is a must have. A company, with the right support, can build on top of it its new processes for the 21st century company. It is also more than just an environment: plenty of tools to automate, customize and creation of new custom features, thanks to the super rich environment supplied by Azure and its services. "

"Integration with different tools is best with microsoft 365.

Its very easy to use and access different types of application like word, excel and emails .

It also provides onedrive access which is also a good feature.

It behaves as umbrella for all the application accessible within the subscription."

"The integration with Teams is a great feature.  it enables you to call any member of your organisation and it allows you to record meetings and also share your screen which has been very useful during the pandemic. With Microsoft 365 you can integrate with Outlook emails which improves work efficiency.  Microsoft 365 has everything to suit your business needs such as Powerpoint, Excel and Outlook."


*Analysis accurate as of May 2022

  • Integration score: 3.50

  • Open API: Yes

  • Hosted platform: AWS

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Box’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Box is very much useful mainly with corporate client because of its unique offering in terms of any data size, type and seamless collaboration. On top of that we can easily integrate with any apps. Its secure and useful tool for file sharing and saving."

"I like the simplicity and good features and the appropriate speed of Box platform, you can easily transfer files from any device to the cloud storage space of the box. I like its speed and security, you will not feel any strangeness with the software. E-Signature make it more secure and Integration with lot of apps is wonderful. The cost and price is very reasonable and economical compared to the many features it provides to the user.‌ Data Loss Protection is great.  "

"Box makes it easy to add and manage users with a centralized admin console, setting access rights and passwords. When the files are uploaded to the server, the link to them can already be shared with friends and colleagues. It is possible to create notes to files, joint project planning. There is a mobile application. Box makes it easy to integrate and access content in other leading business applications.”


*Analysis accurate as of May 2022

  • Integration score: 3.41

  • Open API: Yes

  • Hosted platform: Microsoft Azure

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Microsoft SharePoint's integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Easy and robust integration with Microsoft other products like windows, Ms office

Almost everyone is using it in IT industry for shared docs and therefore no need to have a separate knowledge base to start using it

Very good authentication and authorization workflows available and readily integrated with Active Directory."

"SharePoint is a platform with one of the best content management system. The most I like is the file repository and the easy integration with all the Office365 Tools."

"We are able to work much more efficiently and coherently as we are able to share files and documents quickly.  With the seamless integration with Teams, communication is simple and clear. "


*Analysis accurate as of May 2022

  • Integration score: 3.36

  • Open API: Yes

  • Hosted platform:Apple iCloud

  • Integration platforms: Cloudpipes

User review excerpts

To help you understand how reviewers feel about iCloud’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"1. Reliable and secure cloud storage

2. Auto sync with apple devices 

3. Good amount of free usage

4. Great integrations with Apple devices

5. Can be accessed from any device "

"I used both Apple iCloud and Google One to store my photos. I would give 8/10 to Apple iCloud overall. It has good interface, secure encryption, and unified integration with the Apple ecosystem. All photos can be synchronous on my iPhone, iPad, and MacBook, and I have 5GB of free cloud storage."

" It is good value for money and the integration with all devices is seamless, so this works well. It syncs fast and other applications (e.g. on iOS) can use it too (for backups)."


*Analysis accurate as of May 2022

  • Integration score: 3.17

  • Open API: Yes

  • Hosted platform: N/A

  • Integration platforms: IFTTT, Zapier, Workato, Integromat

User review excerpts

To help you understand how reviewers feel about Dropbox Business’ integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Dropbox is a great manager for all types of files in the cloud. It is easy to use and the software in Windows is really useful.

The integration with the different users works like a charm, and the file-sharing works as intended. "

"The integration into your normal Finder window and folders is great. If it were not for this, I am not sure I would use Dropbox Business. Also, the ease of file sharing with team members and outside clients alike is great. It's nice to be able to share a link to a folder and give clients direct access even if they do not have an account."

“The best thing about Dropbox is the easy integration into our existing devices. When installed in Windows 10 the Dropbox folder appears in the File Explorer as just another folder and is just as easy to use as if it is part of the hard drive. It integrated directly on our Epson Printer/Scanner and we can scan documents directly to Dropbox and work with the document immediately. File sharing with 3rd parties is as easy as emailing a link. "


*Analysis accurate as of May 2022

  • Integration score: 2.79

  • Open API: Yes

  • Hosted platform: AWS

  • Integration platforms: Zapier, Integromat

User review excerpts

To help you understand how reviewers feel about PandaDoc’s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"The ability to integrate photos and videos."

"CRM integrations and assigning feature for signing the desired field.  "

“Free Lana provides basic e-signature and payment integration.”


*Analysis accurate as of May 2022

  • Integration score: 1.00

  • Open API: Yes

  • Hosted platform: AWS

  • Integration platforms: Zapier

User review excerpts

To help you understand how reviewers feel about Bitrix24s integration capabilities, here are some excerpts from the most positive user reviews on GetApp that mention integration:

"Easy to set up, user-friendly, many integrations, tutorials available, have make work so much easier."

"It's an awesome CRM a lot of different features, have many integrations with SMS, phone, etc.

Sure, an option to be considered."

"It is very easy to setup integrations with any social media platform. We like how it have helped us and our clients with customer relations, and sales reports."

 

Report methodology

Integration Leaders reports highlight top-ranked products based on ratings from end users. Products are scored on two dimensions: integration score and overall rating.

  1. Integration score is calculated based on the sentiment of user reviews that describe a product’s integration capabilities, based on our proprietary assessment.

  2. Overall rating score is calculated based on the overall user ratings for each product. Newer ratings are weighted more heavily.

Data sources include approved user reviews, public data sources, and data from technology vendors. Please refer to the GetApp Community Guidelines for more information.

To be eligible for inclusion in a category, a product must meet the following criteria:

  • Have at least 20 unique product reviews published on GetApp within 24 months of the start of the research process for a given report.

  • Achieve a minimum normalized overall rating (as of March 2022).

  • Have at least 10 unique product reviews that discuss the quality of that product’s integrations with other products.

  • Achieve a minimum positive sentiment score for reviews that describe integrations, based on our proprietary assessment.

  • Show evidence of offering required functionality as demonstrated by publicly available sources, such as the vendor’s website.

 

The matrix table showing each product’s integrations with the most commonly integrated apps in the market is supplemental; that data does not factor into a product’s qualification for, scores in, or placement on the Integration Leaders chart.

The data used in the matrix table was collected from vendor websites and other publicly available data sources. Individual integration capabilities were not evaluated by the GetApp team. The data is believed to be accurate at the time of publication, but readers should note that vendors will continue to expand and change the integrations they offer over time. Our reports will not reflect such changes in real time; such changes will be reflected if and when we update the report in the future.

The review excerpts provided are based on what users liked about the integration functionality/ability of the product within 24 months of the start of the research process for a given report. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, word count and topic coverage. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. We are only highlighting excerpts with the highest positive sentiment scores in this document.

Excerpts represent user opinion and do not represent the views of, nor constitute an endorsement by GetApp or its affiliates. Excerpts are not edited for clarity or grammar.

Disclaimer

At GetApp, we objectively select and rank products based on a methodology developed by our research team. Some vendors pay us when they receive web traffic, but this has no influence on our methodology.

We conducted this analysis based on reviews and ratings data as of March 2022. In order to present the most up-to-date information, the product cards above show real-time ratings. Please note that this means the ratings value in the product card may not reflect the ratings value at the time of analysis.

The full text of the reviews excerpted are from published reviews on GetApp.com for the associated products on the date this content was published. GetApp makes no guarantee that the reviews will remain posted for the entire period this report is active.

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About the author

Supriya Deka

Market Research Specialist
Supriya Deka is a market research specialist at GetApp. She helps small businesses identify the best software fit for their needs by conducting secondary research and analyzing user reviews. She covers and provides insights into emerging technology trends in different industries, and her work has been published in Emerald Insights. She enjoys local cuisines and practicing yoga.
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