If you’ve ever dealt with a Document cabinet with lots of documents and files to organize each day, you would agree that can be extremely daunting. Thankfully, there are now Document workflow management software solutions that can handle all those tasks for you and more. Document management comprises several components, including workflow, collaboration, compliance regulation, and so on.
With document management software you can organize every digital document in your possession. You can even digitalize your existing digital physical records without any hassle. So, instead of the regular rows of filing cabinets, document workflow management software simply creates an electronic archive that authorized users can access and edit. If you are in search of information on the best document workflow management software, you are on the right page. Ensure you read the whole of this post.
7 Best Document Workflow Management Software
- Bonsai – Best For Setting Triggers For Automated Tasks
- Microsoft Sharepoint – Best Innovative Document Workflow Management
- M-Files – Best Document Workflow Management for Ease of Use
- Rubex – Best Document Workflow Management for Cost-effectiveness
- PaperSave – Best Document Workflow Management for Smart Capture
- Templafy – Best Document Workflow Management for Custom Templates
- Bit.AI – Best Document Workflow Management for Customization
1. Bonsai– Best For Setting Triggers For Automated Tasks
PRICING: Get Bonsai at a low rate of $17 per month by subscribing to the yearly Starter plan.
There may be many workflow management software on the market, but Bonsai offers unique features that are not available on other apps. You can manage your tasks with ease by using the trigger option of Bonsai.
This feature lets you perform tasks automatically by setting triggers for them. For example, you may set a meeting to be scheduled when a client accepts your proposal. So you can easily discuss the customer’s needs in the meeting and start the project.
There are also options for sending automatic messages or emails once contracts are signed, or a project is completed. The main benefit of these features is that you can save time on mundane tasks. It will also help you update your customers quickly.
KEY FEATURES
- Set reminders for meetings
- Send automatic messages after a project is completed to inform the client
- Receive payments faster by generating automatic billing invoices
- Track your income by syncing various bank accounts to your Bonsai profile
- Use pre-built forms to collect client information when accepting their project
- Sign contracts online using the electronic signature option
- Let clients pay via Bonsai for greater security
REASONS TO BUY
- It is easy to set up
- The software is useful for different industries
- You can create to-do lists for achieving project objectives
REASONS TO AVOID
- If for some reason you want a refund then you will have to wait for around two weeks for the process to complete.
2. Microsoft Sharepoint – Best Innovative Document Workflow Management
Pricing: starts at $5.00/user/month
When it comes to an efficient document workflow management software solution, it’s hard to find a platform that comes close to Microsoft Sharepoint. Microsoft Sharepoint, as the name implies, is developed by Microsoft, a leading software giant and the developer of the Mother of all software – Windows. One thing you can be sure to get with Microsoft software solutions is high performance and efficiency. Microsoft Sharepoint has an amazing track record and is loved by thousands of users from around the globe. Another advantage of using Microsoft Sharepoint is integrations with several other Microsoft add-ons and extensions.
Microsoft Sharepoint is reasonably priced and offers lots of flexibility in its offerings. While there is no free version or trial, one can easily get started for as low as $5 a month, although the prices can quickly add up depending on the number of users.
KEY FEATURES
- Real-time editing
- Calendar management
- Chat/messaging
- Knowledge management
- Share files securely
- 24/7 Web and phone support
- Cloud storage
REASONS TO BUY
- Highly customizable
- Easy to use
REASON TO AVOID
- The cost can quickly add up
3. M-Files – Best Document Workflow Management for Ease of Use
Pricing: Not available on the official website
M-Files is a robust software solution that takes document management to another level to ensure there is a continuous and seamless flow of knowledge from one generation to another and from one era to another. M-Files makes it possible and easy for knowledge workers to find and locate the right document and information in any niche without hassle. This is possible because M-Files organizes the files and documents using cutting-edge technology, such as metadata, to ensure that files and documents are archived for easy search and retrieval. When searching for specific information or document, every second is crucial. The metadata-driven document management platform is built to help you find the right document as quickly as possible.
We couldn’t find any information about M-Files’ pricing on its official website, which means they will be getting a small thumbs-down from us for that. We would have loved them to be more transparent about their pricing structure.
KEY FEATURES
- Document management
- Content collaboration
- Workflow automation
- Compliance enforcement
- Archiving and retention
- Document capture
- Document classification
- File sharing
REASONS TO BUY
- Seamless third-party integrations
- Helpful mobile app
REASON TO AVOID
- Pricing information is hidden
4. Rubex – Best Document Workflow Management for Cost-effectiveness
Pricing: Not available on the official website
Rubex is one of those document management software solutions that holds its own when it comes to effective and efficient service delivery. Rubex is a subsidiary of eFileCabinet. The goal of this software solution is to bring you next-generation-like document workflow management. One of the things you will love about Rubex is the number of interesting features it is offering. If you are looking for that all-in-one platform that allows you to have full control over your documents and files through seamless customization options, Rubex is the right software for you. Regardless of what your needs are, you can always count on Rubex for powerful OCR, enhanced search, improved workflows, and an amazing level of security.
Rubex hasn’t provided any pricing information on its official website, which means you may have to get in touch with its sales team to request a quote. They get a little thumbs-down from us for that.
KEY FEATURES
- Workflow
- E-signatures
- Missing item search
- Dual screen preview
- Instant sign in & access links
- Desktop app
- Email import
- Enhanced security
- Simple file requests
REASONS TO BUY
- Innovative features
- Easy to use
REASON TO AVOID
- Hidden pricing information
5. PaperSave – Best Document Workflow Management for Smart Capture
Pricing: Not available
PaperSave is a new-age cloud-based document management software solution that is used by organizations and businesses of all sizes. The software helps businesses and individuals automate the process of document workflow management using several sophisticated technologically-driven methods including electronic workflows, smart forms, and other innovative methods. Businesses can benefit from PaperSave’s impressive range of features and functionalities in many ways. For instance, PaperSave makes it possible and easy for employees and team members to quickly create documents using their mobile camera and upload them directly into their preferred workflow.
Well, as far as pricing is concerned, we couldn’t get any information. You may have to contact the team at PaperSave to get access to the pricing details.
KEY FEATURES
- Collaboration tools
- Retention and archiving
- Approval process control
- Compliance tracking
- Document automation
- Document capture
- Document storage
- Electronic forms
REASONS TO BUY
- Easy to set up
- Excellent performance
REASON TO AVOID
- Occasionally glitches here and there
6. Templafy – Best Document Workflow Management for Custom Templates
Pricing: Not available on the official website
Templafy is an efficient document workflow management software solution for individuals and businesses in various industries. The platform makes it easy for users to update their documents and digital assets through an intuitive user interface. Templafy offers lots of customizable features that allow businesses to tweak things to match their objectives and needs. The software also offers integration with Office 365, Google Drive, One Drive, and SharePoint.
The pricing information of Templafy is not available on its official website; you will have to request a quote to get the full pricing details sent to you.
KEY FEATURES
- Automated document assembly
- Engagement & tracking
- Simplified document editing
- Email signature management
- Template management
- Content distribution
REASONS TO BUY
- Intuitive interface
- Customization options
REASON TO AVOID
- No pricing information
7. Bit.AI – Best Document Workflow Management for Customization
Pricing: starts at $8/member/month
Bit.AI is one of the most advanced and efficient document and workplace collaboration tools for Businesses and individuals. The software was built to create an enabling environment for teams and individuals to organize, collaborate, and create their entire document via one powerful and innovative platform. Users can quickly create dynamic documents, projects, notes, knowledge bases, client portals, wiki, and training guides while integrating seamlessly with other apps.
KEY FEATURES
- Workflow solutions
- Content management
- New age document editor
- Advanced sharing
- Branding
- Security
REASONS TO BUY
- Multiple Customization options
- Excellent performance
REASON TO AVOID
- Might be a bit overwhelming for new users
References and Links
- https://www.pcmag.com/picks/the-best-document-management-software
- https://www.quicksprout.com/best-document-management-software/
- https://www.businessnewsdaily.com/8038-best-document-management-software.html
- https://www.capterra.com/document-management-software/
- https://www.softwaretestinghelp.com/document-management-software/amp/
- https://www.guru99.com/best-document-management-software.html