Page 2 | Best Document Management Software for Freelancers

EASA

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

18 Ratings

Starting Price: Contact Vendor

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Docmosis

Docmosis Pty Ltd

Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

46 Ratings

Starting Price: $50.00/month

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Property Matrix

Property Matrix is the world’s most customizable property management software solution. Powerful, user-friendly, and comprehensive, this cloud-based software solution can be accessed anytime and anywhere. Property Matrix offers a customizable reporting and class accounting system to help property managers run their businesses smoothly and cost-efficiently. From online rental postings and tenant screening to building maintenance and property accounting, property management just got easier with Property Matrix.

69 Ratings

Starting Price: $450/month

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OfficeSuite

MobiSystems

OfficeSuite is a practical 5-in-1 office pack for Windows PC, giving you advanced features to create, edit, comment, format, convert, and protect documents, spreadsheets and presentations - as well as the ability to view and sign PDF files, and manage Mail and Calendars. Compatible with Microsoft Office (Word, Excel, PowerPoint), Google Docs, Google Sheets, Google Slides, OpenOffice, LibreOffice, WPS Office, Polaris Office, Adobe PDF & more. As well as five feature-packed modules, OfficeSuite also offers easy cloud storage integration with MobiDrive, facilitating seamless cross-platform capabilities, easy sharing, and more. Discover everything else OfficeSuite has to offer by starting a Free 7-Day Trial.

7,609 Ratings

Starting Price: $39.99 per user per year

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Dispatch Science

Optimize and automate all your deliveries with Dispatch Science. Dispatch Science manages, optimizes and automates all the steps a delivery business needs to get the job done. It supports order-booking, CRM via a self-serve customer web portal, pricing, route optimization, manual and automated dispatching, real-time tracking with predictive ETA notifications, returns management, proof of deliveries, barcode scanning, billing, and driver management with a complete iOS/Android mobile driver app. Our API extends automations to 3rd party applications like accounting, eCommerce, other 3rd party logistics platforms, and more. Our solution is used in all industries where deliveries are needed, such as: -Courier and parcel delivery services -eCommerce last mile deliveries -Manufacturing distribution -3PL's -Restaurant, food, and beverage distribution -Hospital, medical, and pharmaceutical deliveries -Retail last mile distribution

22 Ratings

Starting Price: $675/month

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SmartVault

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

74 Ratings

Starting Price: $20.00/month/user

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PDF Studio

Apryse

PDF Studio is a powerful and affordable PDF editor that effortlessly caters to both simple and complex PDF tasks. From adding text, various annotations, watermarks, and digital signatures to filling out forms and converting MS Office to PDF, it covers all your needs. The PDF editor is perfect for companies and organizations looking to seamlessly automate their PDF editing and eliminate repetitive daily tasks with batch processing of multiple documents. Empower your team with perpetual PDF software at a fraction of the cost compared to competing subscription-based solutions like Adobe® Acrobat®. NEW: Qoppa PDF Studio 2023 released! The latest version, PDF Studio 2023, offers impressive enhancements, including support for Dropbox Team Spaces, improved enterprise deployments, expanded multi-document functions, a new highlighter marker tool, and optimization options for smaller document sizes. Available on Linux, Windows, macOS, and other major platforms.

47 Ratings

Starting Price: $99.00

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pdfRest

Datalogics Inc.

pdfRest API Toolkit was made by developers, for developers. Rapidly integrate PDF workflows with any business application, simply and seamlessly. pdfRest API Toolkit includes all of the PDF processing tools you'll need, to make your job easy. PDF to Word, PDF to Excel, PDF to PowerPoint, Add to PDF, Query PDF, Extract Text, Convert to PDF, PDF to Images, Convert to PDF/A, Convert to PDF/X, Compress PDF, Linearize PDF, Flatten Forms, Flatten Transparencies, Flatten Annotations, Flatten Layers, Merge PDFs, Split PDF, Encrypt PDF, Decrypt PDF, Restrict PDF, Watermark PDF, Import Form Data, Export Form Data, Convert PDF Colors, OCR PDF, API Polling, Upload Files, Zip Files. Get up and running fast with the pdfRest Postman Collection or start from functional sample code in .NET, JavaScript, Python, PHP, and cURL from the pdfRest GitHub repository. Gold-standard processing powered by Adobe® PDF Library™ ensures the highest quality results. Free to get started with no commitment.

35 Ratings

Starting Price: $0 per month

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SODA PDF

LULU Software

Soda PDF is the software solution that helps your business quickly achieve any document goal with ease. Edit, create, convert, merge, split, sign, or secure PDFs to your needs. Modify documents using the best PDF editor and PDF converter. Our easy-to-use PDF tools are made to streamline any document workflow with efficient results. With the fastest Microsoft Office to PDF converter on the market, our Batch tool helps you create or convert multiple PDFs at once, along with the ability to add page numbers, watermarks, Bates numbering & secure permissions to multiple files or folders in seconds. Keep a safe distance between people and paper by signing, managing & tracking electronic signatures remotely using our efficient E-Sign feature. Save time & avoid retyping with OCR Edit to quickly search, recognize & modify text contained within any scanned document or image file. Access Soda PDF’s entire suite of tools & services directly from your desktop, or from any device with a web browser.

286 Ratings

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Total Lean Management (TLM) Software

Lean & Mean Business Systems

Perfect for a small company, TLM has everything you need, and can accelerate the implementation with consulting, training, procedure templates, and document writing/coaching support, plus we have validation templates and a system setting mode so small medical device companies have special features to help manage technical files and 510K submittals. TLM QMS Software saves you money AND makes your QMS more effective by providing a dual technology landscape for the two distinct QMS user types. Core modules include: • Audits • Contact Manager (CRM) • CAPA • Customer Feedback • Document Management • Electronic Forms • Employees • Employee Feedback • Equipment Calibration • Evaluations • FMEA • Inspections • Inventory/parts • Library • Meetings/Reviews • Metrics • Projects • Purchase Orders • Quality Record Mgt • Rejected Materials • Risk & Opportunities • Sales Orders • Strategic Planning • Surveys • Tasks/Events • Training • Work Orders

19 Ratings

Starting Price: $45/user/month

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CINCEL

Cincel

Cincel Digital Signature is the software that allows you to effortlessly and securely create legally valid signature workflows with smart features (Autograph Signature + Advanced Signature such as e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail). Cincel is the first Trust Services Provider in the Cloud in Mexico and Latin America, accredited as a Certification Service Provider (PSC) by the Ministry of Economy of Mexico. This allows us to deliver trust services with both legal and technological compliance through Confianza 360, an all-in-one platform offering services such as Advanced Signature (e.firma/FIEL of SAT or FIREL of PJF) with NOM-151 (Legal Timestaps), Identity Verification (Biometrics with regulated AI), CLM - Contract Lifecycle Management (smart workflows), Background Check (from 100+ National and International Public Records), and PKI Infrastructure.

17 Ratings

Starting Price: $90

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Adaptive ERP

Adaptive

Adaptive provides an all-in-one, user-friendly, cloud-based, customizable ERP with multiple fraud risk controls. * Enhanced Security: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Project Management: Create teams, assign roles, rates, tasks, milestones & track with Gantt Charts * Time & Billing * Scheduling * E-Commerce, CMS & Intranet * Dashboards for teams, clients & suppliers * Accounting (GL/AR/AP/Trial Balance/Ageing) * Automated Invoicing * Online Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Messaging * CRM & Lead Management * Detailed Reporting with multiple filters (payments/orders/inventory) * LMS

16 Ratings

Starting Price: £400/month

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BackUp Xplorer

Breakthrough Applications

The latest in automated backup integrations for Microsoft Office applications. You no longer have to worry about lost work or overwritten files. With this tool you can create an unlimited amount of sequential copies that are overwritten at your discretion. *Roll back to any point in time as you develop your file *Automatically store copies in multiple file directories *Add multiple backup sequences to handle daily, weekly, or monthly copies *Keep a running up-to-the-minute log of changes so you never lose valuable work *For Multi-User files, track changes made by each user This is the ultimate tool for those who need to truly secure and track important files. Works with: Excel | Word | PowerPoint | Publisher | Project | Outlook

13 Ratings

Starting Price: 39.00

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MyQ

MyQ X is the print management software that respects people – and knows their need for faster and more efficient print and scanned document workflows – regardless of device manufacturer, fleet size, or network type. From a management perspective, MyQ X enables closer oversight of costs and increased data security with its print and scanning settings. The MyQ X embedded terminal allows customization and secure work flows. For IT support staff, benefits start with automatic device detection and remote installation and continue with an admin web terminal with certified accessibility (WCAG) to give admins a single viewpoint of the fleet. End users gain from MyQ X in the office and on the go. The MyQ X Mobile Print Client (iOS and Android) enables users to add or remove documents from the print queues. In the office, MyQ X enables self-registration and QR code login. MyQ X includes the freemium SMART, ENTERPRISE for SMEs and large firms, and ULTIMATE with advanced workflows.

10 Ratings

Starting Price: $0 for MyQ X Smart

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PrizmDoc

Accusoft

Through a collection of UI components and content manipulation APIs, PrizmDoc provides customizable document processing to help developers deliver in-browser document creation, editing, and collaboration functionality, to enhance their software applications. Our functionality integrates on the client and server side smoothly, creating a seamless experience for both you and your users. Render and display dozens of file types, from Adobe PDFs and Microsoft Office files to CAD and DICOM formats, in a browser without the need to download or open native applications. Designed for seamless integration with your application, our zero footprint HTML5 viewer is fully customizable, from quick integrations with minimal configuration to complete programmatic control using our extensive JavaScript API.

9 Ratings

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Docs Made Easy

Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.

7 Ratings

Starting Price: $0

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Kollate-it

Werkflo

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.

5 Ratings

Starting Price: $300 AUD per month

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LuitBiz

Luit Infotech

LuitBiz is a Business Applications Suite with Document Management (DMS), CRM, HRM, Employee Self Service, Asset Management (EAM), Business Process Management (BPM) & Quality Management (QMS) modules that helps companies with just 1 software over the cloud. The Document Management module "LuitBiz DMS" has built-in version control, workflow management etc. that help companies streamline their documentation processes. The CRM module named "LuitBiz CRM" has Sales, Support,& Customer Portal modules that help companies manage the entire lifecycle of customers using just one software. The HRM & ESS modules of LuitBiz help companies streamline their entire employee processes right from recruitment to exit interviews. The EAM module helps track the complete lifecycle of the assets starting from purchase to disposal. The Quality Management module "LuitBiz QMS", allows companies to streamline their SOPs and related forms & workflows to streamline their quality management processes.

4 Ratings

Starting Price: $20 per month

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Hexamail Flow

Hexamail

Hexamail Flow is a full email client, with calendaring, tasks and contacts. It operates with Office 365, Gmail, including modern authentication methods (OAUTH) works with Exchange on premises and all IMAP and POP3 servers. The GDPR data protection module offers email and office document redaction features including full PST file import, eml and msg file import, office document import and printing output or PDF generation of redacted content.

3 Ratings

Starting Price: Free

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FormKiQ

FormKiQ is a new way to manage documents in the cloud, using a powerful Open Source API paired with a dynamic ReactJS web client, both of which you can build on and extend. You can add FormKiQ to an existing application or product or install and run it as a full-featured electronic document management system on its own, with as little or as much customization as you need. NOTE: along with Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system. What makes FormKiQ stand out from other document management software is that it is highly flexible and customizable, due to being designed and built with API-First principles and using Amazon Web Services (AWS). This allows a level of customization and flexibility that is far beyond what other electronic document management systems can offer, and that's a good reason why tech-oriented companies across a wide range of industries are choosing FormKiQ.

3 Ratings

Starting Price: $1,299 per month

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hyper Digital Asset Management Server

hyperCMS Content Management Solutions

The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Access all your rich rich content directly by conveniently integrating it into the creative workflow of internal/external teams and programs like Adobe CS, MS Office, and OpenOffice. Ensure process control with collaborative approval. Share the content directly on Social Media Networks. Create customized Brand Portals to promote and meassure the success of various rich content.

2 Ratings

Starting Price: $21.00/mo (SaaS) $0 On-Premise

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SpinOffice CRM

Mulberry Garden

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

2 Ratings

Starting Price: $27.50/month/user

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WaiverFile

WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.

2 Ratings

Starting Price: $15.00/month

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OnTime 360

Vesigo Studios

OnTime 360 is an all-in-one software solution that is built to handle your custom delivery workflow. OnTime offers a powerful ready-to-use platform with a complete customer web portal, driver mobile app, dispatcher interface, and management suite. OnTime also comes with flexible add-on tools including open API, an EDI extension, a custom SDK, and prebuilt accounting software integrations to QuickBooks, FreshBooks, and XERO. OnTime offers you more features at a lower price, such as online order entry, easy billing, route optimization, proof of delivery, multi-stop routing tools, automatic notifications, and flexible customer pricing with automatic quotes. Get started with a 14-day free trial, no credit card needed! Or if you’d like a personalized tour through OnTime, book a live demonstration to see the software in action.

2 Ratings

Starting Price: $99/month

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DocMadeEasy

iDeskCentric

From NDAs to loans, from sales contracts to offer letters, Our eSignature tool DocMadeEasy helps companies of all sizes streamline and digitally sign their most critical documents. Unlimited electronic signatures are included in every subscription, plus powerful document features such as hosted sign, bulk sign and templates. Our tool is also a powerful PDF editor. You can use it to annotate pages, insert images, create or manage fields, whiteout texts, merge PDFs, and more. You can also use our service to securely share files with real-time control and insights. End-to-end encryption with AES256. Track and analyze how recipients engage with each page of

1 Rating

Starting Price: $0

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Neota

Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes. Built to empower individuals while meeting the requirements of the enterprise, Neota Logic ® is a powerfully robust and flexible self-service platform. As a true business partner, Neota experts are always available to offer professional service support to ensure clients realize the full value of the platform.

1 Rating

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doPDF

Softland

PDF stands for Portable Document Format and it was created by Adobe to ease document exchange. doPDF is a free PDF printer that does what the name suggests, creates PDF files. Once installed it will allow you to convert any type of printable documents to PDF files. doPDF installs itself as a virtual PDF printer driver so after a successful installation will appear in your Printers and Faxes list and also in the list of All Programs. Using doPDF you can convert to PDF in two ways: Print to PDF via the virtual printer driver doPDF. You would do this exactly as you print to a regular printer, just the result will be a PDF file, not a printed piece of paper. Using the doPDF Startup window. doPDF has an executable file (accessible from the start program group) that you can run in order to start a conversion wizard.

1 Rating

Starting Price: Free

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Amagno Digital Workplace

Amagno

The most advanced, single-solution, all-in-one Digital Workplace available for the Digital Native generation. Make the most of our ECM & DMS software functions and setup automatic data capture, data transfer, file storage, archives, and even the most complicated of office workflows. Our legally compliant, highly secure ECM software with built-in Privacy and Data Protection by Design and by Default will enable you to meet all modern audit requirements.

Starting Price: €17 per user

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SBS Quality Management Software Suite

Sunday Business Systems

The SBS Quality Management Software Suite (QMS Suite) is a group of 5 software modules that work together for efficient Quality compliance. The QMS Suite can be deployed on your local server or accessed from our cloud server. Each module is designed for ease-of-use to reduce training overhead and improve overall compliance. Password controlled access and privileges ensure you may control access to critical features for each user. The SBS QMS Suite of modules: SBS Quality Database - CAPA / 8D with root cause analysis - Nonconformance management - Risk analysis (FMEA, SWOT, risk register) - Audit management SBS Ground Control - Employee training management (LMS) - Document control SBS Asset Tracking Database - Calibrated equipment - Preventive maintenance SBS Inspection Database - Data collection / SPC - Control Plans SBS Vendor Management - Approved vendor list / AVL - Supplier qualification plans Great product for efficient and affordable QMS Compliance.

Starting Price: $4,268

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Sheetmatcher

Francesco Cortese - IT Solutions

Comparing Excel files is a critical, yet underestimated task. It can become highly time-consuming depending on: - User's level of expertise - files complexity - Specific insights being sought With Sheetmatcher, no prior Excel experience is required. Simply drag and drop two files, select the key field, and you're all set. You will instantly identify discrepancies or missing records. Sheetmatcher guarantees accurate results while significantly reducing the time spent on this task. In Basic Plan: - 3-step guided process - Color-coded report that shows missing records, missing columns, and discrepancies (value file 1 vs value file 2) - Define one or multiple columns as key - Match per column names (no need to rearrange columns manually) - Check Keys are unique Only in the Advanced Plan: - Export of comparison results in Xlsx - Use a mapping file to map the Keys in case they are different - Text-based search to use names as Key (with % success rate)

Starting Price: $5

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Best Document Management Software for Freelancers - Page 2

Compare the Top Document Management Software for Freelancers as of November 2024 - Page 2