Best Document Management Software for Windows

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler. Bring PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. As a global leader in document processing technology, Apryse gives developers, enterprise customers and small businesses the tools they need to reach their document goals faster and easier. Our product portfolio includes Apryse SDK, Fluent, iText and XODO. Apryse technology works with all major platforms and a wide variety of unique file types.

Napersoft CCM Document Platform 8 is our latest distributed platform solution for Microsoft® Windows and Linux servers. It was developed for today's wired world and offers browser-based computing with many new and advanced features. A platform for medium to very large enterprises that enables Batch, Interactive and OnDemand composition, formatting and delivery of relevant and personalized customer communications via multiple channel support including print, email, text and many more.. And, it supports communications in over 100 different languages including English, Spanish, Chinese, German, French and many more.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.

LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Whether you have thousands of documents or millions, Pdftools has the products and services to help make processing a breeze. Designed for document-heavy industries, Pdftools’ suite of SDKs and APIs are here to make your document workflows easier, faster, and stress-free. Built on SDKs and APIs, the Pdftools products integrate seamlessly into your existing (or new) systems and applications. Process thousands of documents every minute. Our tools are precision-engineered to be efficient and run at blazing speeds. We’re engineers at heart, so we’re only satisfied with the most reliable, orderly, and usable, and well-documented platforms. Shrink file sizes down, but keep the quality and interactivity. Your documents will always be compliant for long-term archiving. We’ve obsessed over every detail in our products, and documented everything so it’s easy to get started.

PSPDFKit is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!

Shorten development times & get to market faster with Adobe PDF Library. Global OEMs, SaaS and enterprise end-users rely on Adobe PDF Library to automate the creation, editing and management of PDFs. An Adobe partner, our SDK uses the same source code as Acrobat for stability, reliability and quality results. Adobe PDF Library gives developers flexible programming language and platform options, and is currently available in .NET, .NET Framework, Java and C/C++ on Windows, Linux, MacOS, as well as via NuGet and Maven. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Pricing for Adobe PDF Library is based on your business model & software usage. Free trial includes access to our PDF technology experts who can help with proof of concept as well as extend your free trial license if needed. Download and get started today!

The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content.

PDF Extra is a fast & friendly PDF suite tailored for the modern-day user. With an Office-style user interface and all essential PDF features built right in, this app might just be the cost-efficient Adobe Acrobat Pro replacement you’ve been looking for. FEATURES OVERVIEW: PDF viewer and reader: switch between page view modes or try “Read Mode” for ultimate focus Create and edit PDFs: modify texts and images like in Word or create a blank PDF Convert to Office formats: turn PDFs into Word, Excel, PowerPoint, and images Leverage OCR: transform scanned files into searchable PDFs in a click Organize PDFs: combine, split, reorder, and compress documents with ease Markup and comment: highlight and strikethrough texts, add bookmarks and comments, insert stamps and shapes, and more Fill & sign PDFs: do your office work anywhere, no ink required Secure your work: add passwords, 256-bit encryption, and digital certificates Offline mode: work without web access

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions.

Reduce Paper-Based Work With Our Drag-n-Drop App Builder. Create Data-Driven Apps That Empower Your Business. Mobile & Desktop. No Coding Required. A no-code platform for creating data-driven apps to replace paper forms across all industries. Use our versatile drag-n-drop software to schedule, dispatch, track & manage jobs. “Appenate allowed our company to go paperless in the field & gave us the ability to move towards other paperless operations. Within a month we had a department of 12 technicians & one dispatcher using Appenate daily” – Junetta, Commercial Service Department – Total Group Create quotes, checklists or reports & easily integrate with existing systems. Enforce accountability, cost-saving & efficiency via our dashboard overview. FREE trial offered to test GPS, barcode scanning, signature & drawing, media & attachment upload, formulas, push notifications, white label & offline capabilities. Create online forms and apps in under 5 minutes.

ACE is a quality management software solution for companies of any size, in any stage, in any highly regulated industry. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions.

Since 2008, iDeals has transformed the virtual data room market by introducing transparent pricing, an intuitive platform, and exceptional customer care. These factors have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions. iDeals’ top priority is to offer an effortless experience. As a result, the company has been independently rated on G2 as the best product and service for four consecutive years. Their continuous innovation and commitment to meeting customer needs ensure they remain at the forefront of the industry, setting the standard for virtual data room solutions. This dedication to excellence has solidified iDeals’ reputation as a reliable and trusted partner in the VDR market.

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

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.

SwifDoo PDF is a comprehensive, all-in-one PDF tool that offers features that most users often require. This free software comes with a user-friendly interface where most of its main features layout and can be easily recognized and accessed on the main screen of the program. SwifDoo PDF - the most functional PDF editor that can be successfully used by novice users and experienced professionals. Beginners will enjoy the simplicity and certain intuitiveness of the interface, as well as the ability to edit PDF files without much effort. SwifDoo PDF has a number of special features for scanning copy convert. Besides many convert features. PDF Reader PDF Annotation (Including Stamp) Picture/image Extraction (only need copy and paste from PDF) PDF Edit PDF Compress PDF Merge PDF Split PDF Signature System Requirements: Windows 10/7/8/vista/XP Edition: SwifDoo PDF 2.0.0.6

PDFCreator converts every printable document to PDF and many other formats. Convert your documents to PDF, JPG, PNG, TIF and more. Merge multiple documents to one file. Use automatic saving to have a fully automated PDF printer. Profiles make frequently used settings available with one click. We take care of the complexity and make converting PDFs simple for you. PDFCreator is used in many companies worldwide, including leading industries like banks and financial service providers, insurances and the healthcare sector. Alongside our free edition PDFCreator Free we offer three paid business editions. They include solutions for all IT infrastructures. PDFCreator Professional is used on standalone workstations. PDFCreator Terminal Server is for the use on Windows Servers with installed Remote Desktop Services and on Citrix Servers. PDFCreator Server works as Windows service application and allows central management of settings and users.

Theum is cutting-edge software that combines comprehensive knowledge management technology with the power of generative AI to create the ultimate platform for automating and controlling your organization’s knowledge flows and realizing the maximum value of your knowledge assets. - Automate complex requirements for aggregating, curating, synchronizing, securing, converting, publishing, and delivering knowledge from every silo - Enable fast retrieval of the exact, detailed knowledge needed for any task with state-of-the-art, multilingual semantic search enhanced with one-of-a-kind, intelligent context guidance - Empower users with the analytical power of ChatGPT, ready-to-use with a few clicks and seamlessly integrated with your knowledge - Improve knowledge quality and impact by measuring user engagement, access patterns, trending needs, knowledge hotspots, and more - Eliminate unscalable AI development, uncontrolled knowledge flows, and the risk of unapproved knowledge

Add a fully functional PDF editor to your ASP.NET website in minutes! Compatible with 99% of desktop & mobile browsers, from Internet Explorer 6 through the latest iOS Safari release, RAD PDF simply works. No plugins or other software needed. RAD PDF natively supports the most commonly used PDF features. Beyond a PDF reader, RAD PDF equips web applications with a browser-based PDF editor & PDF annotator. Features not even available in Adobe Acrobat Reader can be used to provide advanced PDF functionality. By enabling PDF form filling, PDF redaction, & PDF signing directly in the web browser, RAD PDF users can utilize PDF features without worrying about having the right platform or software installed! Allow your app to design new PDF forms, protect content, sign PDFs, & more using an intuitive graphical user interface (GUI). Client (JavaScript) and server APIs allow for endless possibilities .NET Core, Framework, & .NET 5+ supported Try editing any PDF with RAD PDF, FREE!

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.

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.

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.

Coda is a low-code platform for building enterprise applications. Coda is a new canvas that blends tables and text together — a unified workspace your team will never outgrow. It can be a simple list or a bona fide database. With customizable views, everyone gets to visualize the data how they want, while working off of a single source of truth. By adding building blocks like buttons and Packs, your doc can do useful things like email your timesheet, or nudge your coworker on Slack. When you pull it up on your phone, the building blocks rearrange to feel like a native app. Buttons become swipe actions. Sections become your nav. And notifications push to your phone.