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About

Getting work done today requires teams of people who work from anywhere and everywhere. They rely on tools like email and shared drives but now find themselves searching for files, remembering who sent what (and when), and clicking through numerous threads just to find the one they need. It can easily become a frustrating time waster. Optevo brings all of your teamwork and information together in one, intuitive platform. Less frustration, less searching and less wasted time. With Optevo, you’re free to do more of what you do best, or more of what you’d really rather be doing. A Work Group is a team of the people you work with regularly. They can be your co-workers, freelancers, business partners, customers or any combination. A Work Pod is how people collaborate around an objective or initiative. A Work Hub is the personalized dashboard for each person. The Work Hub keeps your activity organized and lets you react with a click.

About

Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Remote and hybrid teams

Audience

Organizations that need powerful ECM and document automation software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$50/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Optevo
Founded: 2016
United States
www.optevo.com

Company Information

Square 9
Founded: 2001
United States
www.square-9.com

Alternatives

Alternatives

SEDNA

SEDNA

SEDNA Systems
Jira

Jira

Atlassian
UnForm

UnForm

Synergetic Data Systems, Inc.
Backlog

Backlog

Nulab

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Business Continuity Features

Backup Log
Backup Scheduling
Compression
Continuous Backup
Encryption
Incremental Backup
Local Server Options
Multiple System Support
Remote Server Options
Secure Data Storage
Web Access / Restoration

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM) Features

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

AgVantage Edge
BlueIrisIQ
Docusign
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
QuickBooks Online
Salesforce

Integrations

AgVantage Edge
BlueIrisIQ
Docusign
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
QuickBooks Online
Salesforce
Claim Optevo and update features and information
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