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About

Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.

About

eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.

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

Companies of all sizes searching for an advanced Document Management solution

Audience

Ideal for small & medium service businesses; staffing; paperwork-heavy industries

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

$15 per user per month
Free Version
Free Trial

Pricing

$15 per user per month
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

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It's very well designed and easy to learn, includes variety of functions and automations that substantially save time working with eDocs and signatures.
  • It’s “set it & forget it” for most eDocs.. Once we set it up, we don’t need to touch it again unless something changes. One other big Docu competitor we had to login, make an envelope and send it every time, now we just send a link and it’s done.

Cons

  • I would love to see more integrations being added in the future.
  • Their training definitely could be better, but they were super responsive when I reached out to them, and I love that I can actually get a human on the phone to call me back. Note you gotta leave a voicemail though, they said they don’t take incoming calls unless they have your number stored.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Paperless Online
Founded: 2003
United States
paperlessonline.com

Company Information

SwiftCloud
Founded: 2015
United States
swiftcloud.ai/

Alternatives

Alternatives

WaiverElectronic

WaiverElectronic

Electronic Works
Etrieve

Etrieve

Softdocs
SwiftForm

SwiftForm

SwiftCloud
123FileIT

123FileIT

123File-IT
KAiZEN

KAiZEN

AYAN Softwares
eSign Centre

eSign Centre

TaxCalc
DigiSign

DigiSign

Digio

Categories

Categories

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

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

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

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Waiver Features

Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk

Integrations

Docusign
NetDrive
SwiftCRM

Integrations

Docusign
NetDrive
SwiftCRM
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Claim Paperless Online and update features and information
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