Best Document Management Software for ClickUp

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save 25%" above!

MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. Our solutions engineers turn real business requirements into dependable integrations without requiring customers to dedicate internal engineering resources. MindCloud supports thousands of applications, including Salesforce, HubSpot, NetSuite, QuickBooks, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

Compose bold, clear, mistake-free writing with Grammarly’s AI-powered writing assistant. Grammarly now organizes your writing feedback by theme, so you can see how each change will help your readers better understand your message. Get corrections from Grammarly while you write on Gmail, Twitter, LinkedIn, and all your other favorite sites. From grammar and spelling to style and tone, Grammarly helps you eliminate errors and find the perfect words to express yourself. Get started for free and find out what you can accomplish with the power of Grammarly at your fingertips. With Grammarly Business, every member of your team can compose credible, mistake-free writing that makes your business look good. Every email, web page, and social media post makes an impression on your customers. With Grammarly, you can be confident it's the right impression. High-quality writing is more than just mechanics. Grammarly Business goes deeper with real-time suggestions for improving readability.

Confluence by Atlassian is a leading content collaboration software for modern teams. It empowers teams to create, share, and collaborate on projects in one place, easily publish and access company information, capture, store and grow team's knowledge, and so much more. Confluence is also available on mobile, enabling teams to track team activity, give feedback, and stay in sync regardless of device.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

Google Sheets is an AI-powered online spreadsheet platform designed to help individuals and teams organize, analyze, and visualize data collaboratively. The platform includes Gemini AI features that allow users to create formulas, generate trackers, analyze datasets, and build data visualizations using simple text prompts. Google Sheets supports real-time collaboration with live co-editing, comments, version history, and customizable sharing controls that help teams work together from any location. Users can streamline workflows with smart tables, pre-built templates, Connected Sheets for BigQuery and Looker data, and integrations with third-party applications such as Salesforce, Intuit, and Asana. The platform also enhances Microsoft Excel files by adding collaborative editing, intelligent suggestions, and task management capabilities directly within spreadsheets.

All the tools you need in one platform without having to "duct-tape" multiple platforms together! Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more. Use our built in tools to collect payments, schedule appointments, and track analytics. HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads. Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place. Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites. The major step for many business is to capture appointments and request appointments. We've built our own calendar application within HighLevel.

Unlock Your Team's Collective Knowledge. Slab is a simple, scalable wiki that knocks down silos. It empowers teams to find the critical information they need, exactly when they need it. Slab gives you greater control over how you organize your knowledge. Pin crucial content to the top for easy reference. Sort posts so teammates know what to read, and when. Slab's WYSIWYG editor is easy to use. If you've used Google Docs, you already know how to use Slab. And unlike other wikis, Slab has real-time collaboration. That means you never overwrite work — even if two people click "Save" at the same time. Slab's fast and accurate search makes it easy to find answers. It even searches across integrations, saving you from having to open a dozen tabs to search in a dozen places. Slab seamlessly integrates with the tools you use to build product. Reference other tools in a post and automatically see detailed information without ever leaving Slab.

Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.

Securely gather signatures anytime, anywhere — without the trouble of messy paperwork. Eliminate manual tasks with Jotform Sign’s automation features. Create and customize your ideal form once and send it as many times as you need. Just add your desired form fields, assign signer roles, and collect signatures with ease. Save time with our flexible build-and-send document structure. Add your document and signers to an approval flow — then instantly upload the signed documents to your cloud storage account with our powerful online storage integrations. Stay on top of your document’s status with Jotform Sign inbox. You can get instant notifications about signer actions, send reminder emails, download signed documents, and much more from one central location.

Leah, formerly ContractPodAi, empowers enterprises to build, orchestrate, and govern intelligent AI agents across legal, procurement, finance, and beyond. Our solution combines advanced AI with deep domain expertise across our core products: Leah Agentic OS and Leah Agentic CLM (Contract Lifecycle Management). Founded on elevating human judgment rather than replacing it, Leah automates complex workflows, connects data silos, and drives measurable ROI at scale. Trusted by global enterprises, Leah delivers competitive advantage through AI-driven automation and operational excellence. Partnerships with OpenAI, Anthropic, Google, Microsoft, Meta, Cohere, and Mistral strengthen our technological foundation. With offices in London, New York, Dubai, Sydney, Glasgow, Mumbai, and Singapore, Leah continues expanding globally.