Alternatives to DocMastR
Compare DocMastR alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DocMastR in 2026. Compare features, ratings, user reviews, pricing, and more from DocMastR competitors and alternatives in order to make an informed decision for your business.
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Acon Digital Mastering Suite
Acon Digital
Acon Digital Mastering Suite consists of five plug-ins for audio mastering that were designed for ultimate signal transparency: Dynamics is a combined compressor, expander or gate. The look-ahead can be set anywhere from 0 to 30 milliseconds and the intelligent algorithm ensures a band-limited gain signal which reduces potential distortion to a minimum even with minimal attack and release times. You can use up to 4 times oversampling to further reduce distortion. Multiband Dynamics is the multiband extension of Dynamics which allows dynamic processing in up to four separate bands. You can freely set the cross-over frequencies and even the filter slopes can be set freely in the range 6 and 48 dB per octave. Limit is a transparent limiter with intelligent look-ahead in the range 0 to 30 milliseconds that reduces distortion to a minimum. -
2
Outbuild
Outbuild
Outbuild is a cloud-based construction scheduling and planning software designed to enhance project management by integrating master schedules with lookahead plans. It enables teams to create comprehensive schedules, breaks them down into field-focused tasks, and tracks progress in real time. Key features include project scheduling, integrated lookahead planning, and analytics tools that provide insights such as Percent Planned Complete (PPC), and Percent Roadblock Removed (PRR). These tools help prevent delays and ensure projects are completed on time and within budget. Outbuild also offers a mobile application for on-site progress tracking and supports collaboration by allowing all project stakeholders to access and update information. The platform is designed to centralize information, improve collaboration, and maintain accountability by tracking changes and their impacts on the project plan.Starting Price: Free -
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InLattice
Apara
InLattice is a web-based service for companies to exchange and manage documents like invoices, purchase orders and payment information with customers and vendors. InLattice helps to eliminate paper, fax, email based documents and streamline the business processes. InLattice was developed and hosted by Infonics, Inc., a Chicago based information technology company. Since 2006, we have been helping all types of businesses including professional firms, distributors, service firms, restaurants, property managers and book keepers to send and receive documents communicate with their customers and vendors.Check out the various Client Scenarios supported by InLattice. Setup automatic late payment email notification and optionally, generate late payment invoice. Supports Authorize.net, BluePay, PayPal Pro, PayPal Express Checkout, Braintree, Stripe Payment Gateway, to get paid with any credit cards.Starting Price: $25 per month -
4
Touchplan.io
Touchplan.io
Touchplan is a daily construction planning software that makes project outcomes more predictable and profitable. With real-time jobsite data and insights, Touchplan is easy to use and supplies the most collaborative tool for planning, replanning, and maximizing daily recovery. Plan, analyze, re-plan and deliver on schedule and on budget. When your plans and schedules are informed by data and analytics, resources are used efficiently and risks are managed, not feared. Our platform is built for easy tracking and analysis of jobsite factors such as labor productivity, supply chain and materials, health and safety and quality. Our virtual planning wall allows you to efficiently map out, see and capture a full, picture of how you and the team will meet the expectations of the project. As projects progress and plans change, look-ahead planning keeps all team members aligned, accountable and able to deliver on time as expected. -
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C3D Interactive is a leading 3D-based construction project control application, designed for energy projects. The solution helps Construction and Fabrication Managers, owners and contractors to visualize and control their projects, by analyzing key construction information, based on actual progress as well as do visual look-ahead based on current progress rates, BoQs, MTO’s and more. C3D allows users to link 3D objects to multifaceted piping data in an object oriented fashion. Data is modeled in classes and hierarchies based on isometrics, spools, materials and welds. With the aid of C3D, the management can visualize the fabrication status, identify the effects of shortages and prioritize fabrication resources based on material and project schedule priority. C3D can also provide a broader approach to selecting the field cut welds in a way to minimize scaffolding, maximize shop PWHT and locate installation bottlenecks.
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MySmartPlans
Marathon Digital Services
MySmartPlans serves as a third party custodian of all the project data, to include, Plans, Specs, Review, Weather, Submittals, RFI’s, Emails, Reports, Photos, Transmittals, etc. Files are Audited and Verified, for all stakeholders. Knowledge Management built for turnover, integration into all systems. From the smallest projects to the largest, MySmartPlans makes your construction process completely transparent, organized, and ready for the lifecycle management of your project. MySmartPlans eliminates misinformation, shoddy data, overruns, or litigation as a result of document mismanagement. Say goodbye to extra costs sneaked into the pipeline when you weren’t looking or because you couldn’t access your own documents. MySmartPlans’ Project Digital Librarians efficiently handle the entire stream of documentation for you. With just one point of entry and exit, that means no more mistakes, unauthorized changes, or unapproved deletions. -
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BlueTree CEMS
BlueTree
Add a new vendor to the organization through BlueTree CEMS. Just enter basic details of the vendor to create vendor credentials. Once the vendor credentials are created, it can be shared with the vendor organization for them to enter complete empanelment details. The Vendor Management module includes powerful features to help automate and monitor the documents uploaded by the vendor. The vendor enters empanelment details on BlueTree CEMS through a dedicated login created for his organization. The documents are then sent for approval. The reviewer will receive that information as a notification, and be subscribed to future changes on that document. Based on review comments, the documents can either be approved or rejected. Send automatic notifications to the vendor to complete the empanelment process. Once the vendor completes uploading the documents, the administration team gets an e-mail notification to verify the uploaded documents.Starting Price: $1.00/month/user -
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RemoteComply
Specialized Data Systems
RemoteComply System is an intuitive, cloud-based software platform designed to store and maintain all the critical information and documentation necessary to support a company's Operational Risk Management requirements. Standard reports are included. RemoteComply consists of 6 integrated products. RemoteVendor is a vendor management system that assesses individual vendors on FFIEC regulations and due diligence criteria. RemotePlan is a business continuity planning system that stores all company data to build a comprehensive business impact analysis (BIA). RemoteNotify is an alert notification system that can send immediate or scheduled mass notifications to individuals via email, text, and audio alerts. RemotePolicy is a document management system designed to manage all aspects of maintaining policies and procedures including storing, tracking, distributing and approving documents. RemoteProfile is a risk management system that manages the risks of an organization’s assets.Starting Price: $500 per month -
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Wrench SmartProject
WRENCH Solutions
Wrench SmartProject is a digital platform that monitors and controls all the deliverables across engineering, procurement, construction, quality and handover and manages all data and documents along the project’s lifecycle. It can be implemented in modules, starting at $30 per user per month. Capture the master document List with each document’s workflow and responsibilities. Collaborate online with all stakeholders per the workflow. Capture associated drawings/documents/3D models with revision histories and complete audit trails. Generate automated dashboards and reports for all Engineering deliverables and correspondence that are internally created or submitted by vendors.Starting Price: $30 per user per month -
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Orchid eStorage
Orchid LLC
Looking to digitally store your FFL documents? Reduce your legal and regulatory risk and eliminate wasted labor and paper costs with Ochid eStorage™. Easily upload, manage and store your entire suite of ATF controlled documents. Cut paper printing costs and save valuable storage space. Create ATF inspection-ready folders to expedite completion. Automatically integrates with Orchid eBound™. Upload Documents, PDFs and Images individually or in bulk with a single click. Tag documents by customer / vendor serial number for easy searching. Visual indicators when customer / vendor FFLs and SOTs expire. Stored in Private Amazon AWS Gov-Cloud Servers and Backed up daily. Designed for every size FFL, but capable of handling the largest multi-site retailers and ranges. Eliminate wasted time, storage space and paper costs by storing your FFL documents in the cloud. Easily search and find what you’re looking for, all in one organized and centralized place.Starting Price: $25 per month -
11
FLIP
BlumbergExcelsior
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).Starting Price: $99.95 one-time payment -
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IQI Intuition
IQI Systems
IQI Systems offers many advantages to Long Term Care facilities! From full documentation of mandated QA areas to a green, time-saving method of tracking with cost-saving features that certainly benefit you! Intuition is a web-based software program so there is nothing to download. A monthly subscription fee is based on your average resident census. As new features become available, they are automatically uploaded with no additional costs. IQI Systems will track COVID-19 infections in your facility. We also provide a unique feature that alerts you when an Isolation/Quarantine period has ended. IQI Systems reduces the time needed to document various QA areas and provides all of the required calculations for reports. Current clients report saving as much as 40+ hours each month in documenting QA areas. Using IQI Systems will provide mandatory reports needed for Infection Control, Incident Tracking, Wound Tracking, etc.Starting Price: $50 per month -
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DocumentVision
Applied Computer Systems
The construction industry is notoriously paper intensive. We can help. Our document management system can help you eliminate paper, improve workflow and save money. DocumentVision stores documents in a centralized location for easy and secure access. Quickly locate the document you’re looking for by typing related information, such as job, PO number, vendor name, keyword, etc. Store your construction documents securely with our document management system. Combined with regular offsite backups, you can rest easy knowing your critical documents are protected. Contractors need an easy way to manage and track documents. Lost paperwork can create bottlenecks and cost you valuable time. DocumentVision automates workflow, allowing you to track, review and approve documents with ease. A complete list of customizable reports for monitoring your financial information as well as job detail.Starting Price: $540 one-time payment -
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VivoSecurity
VivoSecurity
Regulators and management need 3rd party assessment that are accurate and not based upon opinions or assumptions. VivoSecuiry enables our customers to satisfy regulators by assessing true 3rd party risk, which is the probability that one of their vendors will have a data breach, obsoleting the use of questionnaires, maturity scores and SOC2 reports. The risk from 3rd parties is from breaches caused by the sheer number of vendors. VivoSecurity quantifies this risk twice per year, with an aggregate forecast. We help senior management set risk appetite goals with a testable forecast of data breach frequency. We help cybersecurity teams identify the few vendors that represent most of the risk, we then quantify the value of mitigation. Finally, we satisfy regulators with an accurate and documented process for vendor assessment using an empirical and transparent regression model for probability of data breach. -
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ProposalPress
ProposalPress
ProposalPress is a SaaS platform designed to help businesses and agencies create structured, professional RFPs (Request for Proposals) and technical project briefs through guided questionnaires. Instead of starting from a blank document, users answer categorized questions across areas such as web development, AI, cloud infrastructure, DevOps, and data analytics. The platform organizes responses into a clear scope of work and generates exportable documents (PDF or Word) that can be shared with vendors or internal teams. ProposalPress aims to simplify the process of defining project requirements, reduce ambiguity in vendor proposals, and help organizations produce more complete and consistent procurement documents. -
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FundView Accounts Payable
Fund Accounting Solution Technologies
FundView Accounts Payable helps streamline your organization’s payable processing with simplified vendor management, invoice entry, payment processing and reporting. Includes integration for payroll-related payables, utility/court refunds, budget validation and reporting. FundView Accounts Payable is a web-based solution that will enable your organization to better manage your invoices, vendors and payments. User-defined invoice templates, document/image attachment, streamlined payable management with approval levels and comprehensive reporting. Interface to consolidated cash for simplified payment processing and cash management. Comprehensive reporting with options to analyze by vendor, period, department. -
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Professional Invoicing
Vegantaram Technologies
Assign optional late fees to the invoices with variable term types such as Daily, Weekly, 15 days and monthly. Create credit notes with few clicks. Shortcuts to create and apply credit notes. Get separate credit notes actionable boxes on your documents. Generate a Delivery Note of an invoice in a single click. Delivery Notes can be shared and printed just as easily as any other document. Create a long-lasting impression on your clients. Choose from various industry-specific watermarks to make your documents look more professional. With Professional Invoicing, you have the option to give discounts on products. Discounts can be item level, or invoice level with options for before or after-tax as well. Capture client signature online or offline. Create a unique identity by printing a custom company seal or sign of your business. Record and keep track of time & work done with the timesheets. Add time logs to the documents & bill your clients accordingly. -
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Paperless Online
Paperless Online
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.Starting Price: $15 per user per month -
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SBS Budgets
School Business Services
Strong trusts require reliable data to enable confident decision making. SBS Budgets provides accurate financial planning and forecasting, tailored specifically to your MAT operating model, be it centralized or decentralized. Consolidated, bespoke MAT reporting and reforecasting providing a complete up to the minute picture and accurate financial insight. Select which MAT specific functionality to apply depending on your operating model. Choose which central settings to cascade whilst providing complete transparency. Carry out financial due diligence on schools as your MAT grows. Ensure any schools you take on won’t become a financial burden and you achieve financial success. Ensure all academies in your MAT are up to date with their monitoring and have the correct settings applied via the MAT Dashboard. Payroll reconciliation ensures the schools in your MATs are accurately forecasting future staffing costs. Interactive updates allow for real-time reforecasting. -
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OurRecords Compliance Network
OurRecords
OurRecords offers a secure, cloud-based credential and document management solution for businesses in the food, mortgage, and healthcare industries. With OurRecords, companies can take advantage of a centralized platform for storing, managing, and enabling access to verified credentials and records. Top features include supplier/vendor management, workforce prerequisite program, proactive alerts/notifications, document distribution, centralized documentation, and automated reports. Automate the distribution of required organizational and product compliance documents to your customers, auditors, and state regulators. Centralized Location for all your Standard Operating Procedures, Policies, Quality Programs, Certifications, Production Specifications, and other compliance documents. Automated alerts proactively notify suppliers, vendors, contractors, and staff of current and pending non-compliance issues that require attention. -
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Apartment ManagerXP
FreeSoftware4Landlords
All rents are entered into the General Ledger with one click. All payments are easily entered by choosing either unit or tenant name. Real-time accounting of Percent of Month to Date collections with each payment. Court documentation for all late rents are done with one click. Summary of all balances due with one click. Summary of individual statements with two clicks. Management of multiple owner properties with individual commission statements. Manages and tracks past tenants who have vacated with judgments pending. Differentiates between taxable and non-taxable income and expenses. Differentiates between Section 8 tenant's portion and total rent amount. Tracks previous tenant's garnishment payment and court satisfaction. Saves paper, reports are screen printed for viewing prior to hard copy. -
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UTR Telecom Expense Management
UTR Global
UTR’s TEAM service provides the industry’s best solution for telecom vendor bill management. UTR’s service will take-over the vendor bill collection activities while automating the invoice management process; that will result in a reduction of your resources by 70%. The benefits associated with UTR TEAM services are well documented and include: elimination of late fees, catching billing errors month 1, optimizing wireless billing plans, organization of billing data, automating manual activities such as charge reconciliation, inventory management updates and service order provisioning. UTR’s software technology and managed service delivery process allows us to create the exact package to fit your expense and asset management needs. -
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DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
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TrackMyVendor
TrackMyVendor
TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.Starting Price: $39/month -
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Nuntor
Nuntor
Nuntor is a proposal-first platform designed to simplify how businesses share and manage client-facing documents. It allows users to create a single, stable link for proposals and other documents that can be updated without needing to resend files. The platform ensures that recipients always access the most current version, even if pricing, scope, or content changes. Nuntor supports various document types, including proposals, pricing sheets, sales decks, and reports. It also maintains QR code continuity, so printed or shared links remain valid even after updates. With features like password protection and access controls, users can securely manage document sharing. By eliminating version confusion, Nuntor helps streamline communication and improve client workflows. -
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Pitchwise
Pitchwise
Pitchwise is a modern document sharing and data room platform built for founders, operators, and teams managing high-stakes external documents. Whether you are raising capital, sharing board updates, distributing reports, or sending proposals, Pitchwise replaces scattered attachments and uncontrolled links with structured, trackable sharing. Instead of guessing whether documents were reviewed, Pitchwise provides real-time engagement insights showing who opened your files, how long they spent reviewing them, and which sections received the most attention. Teams can create secure data rooms to organize financials, legal documents, and sensitive materials for due diligence, while maintaining full control over access, permissions, and document visibility. Pitchwise helps teams move from reactive document sharing to a structured workflow where clarity, visibility, and control are built into every interaction.Starting Price: $13/month/user -
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K2C PSMF Solution is a modern approach to the management of the Pharmacovigilance System Master File. This document typically requires periodic updates as per significant changes in the pharmacovigilance process. These changes require that multiple company roles are involved in editing a document that is composed of paragraphs and annexes that are all the time same because fixed by regulations. However co-editing is complex; in addition, part of the content should be reserved to some editors and even not available to other contributors. K2C solution allows handling the distinct paragraphs and annexes as single documents, then it offers the possibility to create the PSMF document as a merge of various source documents. K2C PSMF Solution includes management of PSMF contributions (paragraphs and annexes) as distinct documents; management of access rights for viewing or editing of PSMF contributions; and management of the entire lifecycle.Starting Price: €8,500 one-time payment
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Leaflet
Leaflet Corporation
Leaflet is the only solution that lets you create bespoke legal documents and use Automation for accuracy and compliance. Connect Leaflet Contract Automation to your current CLM and start to enjoy your job again. When the other vendors say “No programming required”, what they really mean is, “No programming for just the simple documents”. Try creating new documents, modifying forms, or producing new variations – and let the programming begin. The Leaflet No Programming Advantage puts you in total control. So you can stay on schedule, get more done, serve clients efficiently, and spend less time reinventing the wheel. Everything you automate goes live instantly so you can test as you go. Other systems re-assemble the document every time you build each variable. Work directly within Word to create documents without the headaches that other, siloed systems give you. -
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Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
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Dv TDM
Practical Programs
Total Document Management (Dv TDM) is a robust globally recognized solution for managing everything from day-to-day business documents to technical documents and drawings throughout their entire lifecycle. Dv TDM Dv TDM supports Microsoft Office documents (i.e., Word, Excel, Outlook) along with engineering documents/drawings such as AutoCAD, Microstation, PDF, and many more. Share documents and drawings on the web, control versions, view and markup documents without the need for the native file application and more. It is designed with an extensive set of configurable features that serve to address a wide spectrum of lifecycle business processes for almost any type of electronic file. Dv TDM provides document viewing capabilities for over 200 common file formats without the need for the native application to be installed on the accessing user's machine. Dv TDM is packed with Workflow, Knowledge Group, Transmittals modules and much more to make managing documents and drawing files easy. -
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Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point-and-click document generation. Propel your deals to success and automate any process you like using absolutely no code. Streamline complex document flows between patients, doctors, and providers for better healthcare experiences. Manage seamless document creation and management flows between customers, employees, partners, and vendors. Use Titan to simplify document management between students, educators, and partners for better educational experiences. Optimize complex document creation and management flows between customers, employees, and business partners. Optimize complex document flows between employees, partners, and vendors for engaging brand and marketing experiences.Starting Price: $12 per user per month
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Zenshows
Zenshows
From event scheduling to sales forecasting & inventory tracking, Zenshows is mindful of the myriad of details that go into event selling so you can focus on growing your business. Running an event selling business is complex. Logistics, staffing, product, inventory management, reporting all have to be balanced. Download data from your retailer automatically. Tabulate, sort, organize, and report that data to your partners in the staffing companies and your staff on the ground at the event. Zenshows gives you all the tools and information you need to efficiently plan, manage, track and forecast your business. Monitor your field sales staff with GPS based location tracking. Automatically get the data from the vendors you need to manage your events. Streamline communications flow with online images, text messages, voicemails and documents all stored in one convenient location. Simplify accounting with payroll integration.Starting Price: $0.50/user -
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Green Doors
Green Doors
Promote your own business and create a branded experience for owners and residents. Branded by you, powered by us. Your entire portfolio on one screen. Track critical investment analytics, compare and contrast properties & make informed decisions. Make it easy on yourself and collect online & autopay payments, track maintenance requests and manage their leases. Track your entire portfolio's returns, cash flow, equity, & loans. Compare and contrast each property's performance & make informed decisions. Accept ACH or credit card payments. Collect a security deposit and automate late fees. Residents pay through the mobile app and can enroll in autopay. Add templates and send out pre-filled documents for signing. We manage your templates, map fields, and ensure that data fills correctly. Store all your pictures, leases, receipts & other documents in one place. Tag a file for a property, lease, maintenance request, or vendor for easy retrieval.Starting Price: $39 per month -
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Castaway
Castaway
Castaway is comprehensive, intelligent cash flow forecasting software. Make sound decisions in your business or create value for your clients. Castaway’s powerful 3-way reporting and business modeling approach retains the integrity of your forecasts with double-entry accounting. With beautiful reports and stunning dashboards, Castaway helps you to tell the story of your business. Gain insight and foresight into the cash flow in your business. Prepare dynamic reports and tell your business story to banks and stakeholders. Get control of your numbers and strategically plan where to grow your business. Transition from broken, complex and time-consuming spreadsheets to simple files with powerful calculations. Rely on Castaway’s 3-way reporting, built on foundational accounting principles. Perform Actuals & variance analysis to re-forecast and make better decisions.Starting Price: $140 per month -
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w2bill invoice
CMAS Systems Consultants
Managing complex billing across any service, by any mean, and from any provider, this solution enables service providers to support complex pricing and consolidate billing processes. Hierarchical organization of accounts, where the top parent account represents the actual customer, and the children are accounts that issue invoices. This approach enables a unified view per customer, whilst at the same time allowing the customer to be segmented as it desires (different departments, different geographies, different employees) Discounts, either of percentage or amount and specific to each item or to the whole invoice can be assigned per document. Document Types, allowing different financial actions being carried out through specific documents. Real-time Reporting, enabling visualization of organizational-relevant KPIs during the billing period. Rich document formatting options, enabling a mix of traditional and state-of-the-art communication possibilities with the end client. -
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DocBoss
Gnaros
Minimize the manual work required to deliver project documentation. Define the document list with DocBoss automation. Submit documents without using Adobe, Word or Excel. Yes DocBoss fills and appends customer supplied cover pages. DocBoss tracks every submittal, return and document status. Build reports, and maybe even expedite your customer! Complete your project by generating final databooks. Release the holdbacks! Engineering companies each have their own submittal rules. From using their doc codes and statuses, to their coversheets, transmittals, file naming, numbering, headers, footers, tag lists and on and on. At DocBoss, we know how exacting your customers can be. We live for it! Quickly customize any project to deliver to your fussiest customer! DocBoss is a monthly subscription software as a service (SaaS). You pay as you go – with no large investment up front. -
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AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
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Ultra Documents
Proden Technologies
Whether you are a small, medium or a large enterprise Ultra Documents can scale to fit your needs! Ultra Documents is a complete solution to automate the process of preparing, publishing business documents such as Comprehensive Proposals, Business Plans, Presentations from start to end. This one-of-a-kind solution provides you with templates to capture and compile needed documents, and with custom forms you will be able to capture consistent and error free data from anyone, anywhere. Ultra Documents' integrated workflow features lets you to create a simple or a complex workflow to distribute the finalized documents among your internal teams or even external audiences such as vendors, customers. You will also be able to request approval, electronic signatures, and set deadlines, reminders and trigger automatic alerts and escalations. Ultra Documents with its document automation, and workflow automation cuts down the time in more than half that is needed. -
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Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
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AtlasFive
Eton Solutions
AtlasFive is a cloud-native, AI-enhanced wealth management platform that unifies entity management, portfolio oversight, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cashflow forecasting, and client reporting into a single ecosystem. By integrating secure, private EtonAI technology, it automates tasks across 270+ workflows, extracting data from 250+ document types, automating bank reconciliations, trust distributions, tax ledger entries, cash-management payments, and investment allocations. It delivers dynamic insights, semantic document search, AI-powered performance dashboards, risk alerts, and natural-language queries, all within a governed, explainable, ISO‑certified AI framework. Built on resilient, serverless architecture with real-time backups, high availability, audit trails, role-based access, and SOC‑monitored cybersecurity. -
41
Affinitext
Affinitext
Your business critical documents such as contracts and regulations are complex. This complexity represents a real and significant risk to not only the business, but your personal reputation. The risk of misinterpretations, the loss of corporate knowledge, instances of non-conformance or late conformance, and inefficiencies have for too long been treated as being part and parcel of your business. The result is you and/or your staff are operating at a sub-optimal level and the value of these documents is not being adequately protected. Affinitext transforms your most valuable, business critical documents (contracts, standards, policies, etc) into our AI-enabled Intelligent Document Format (IDF), allowing readers of the documents to find, understand and manage the content of these documents in ways that are not possible using static, 25 year-old technologies such as Word and PDF. Affinitext makes it easy to get around your documents and/or project portfolios. -
42
WindoPath
Psyche Systems
WindoPath Ē.ssential, an anatomic pathology laboratory information software (LIS), features extremely flexible and intelligent report creation and formatting. Your laboratory can generate an unlimited number of report formats and types for each physician and physician group it serves, as well as each pathologist working in the lab. With WindoPath, report formatting is easy and automatic; it is controlled by the preferences set at either the lab level or by individual system users and can be quickly modified in real time to accommodate specific requests. Order panels up front for faster turnaround times. Accelerated implementation and deployment options at competitive pricing. Scans paper documents and automatically attaches the digitally scanned document to the specified case. Designed to enable users to create customized management reports. Limitless reporting possibilities available to accommodate your clients’ preferences.Starting Price: $10000.00/month/user -
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Enlighta
Enlighta
Enlighta's SRM & TPRM Platform. Data driven Insights for planning & effective decisions. Role and user configurable landing-page and dashboards for Risk, Compliance, Spend, Forecasts, Scorecards, Service Levels and more. Document Library & Smart Search. Why dig through contract documents and amendments to get access to current Pricing, SLAs, Renewal Dates, Key Terms, Deliverables/Obligations? Enlighta makes it easy access and search current data in a secure, role-based web solution. Automated reminders, expiry notifications. Automated Contract Data Extraction. Step 1. Setup extraction rules. Step 2. Preview and tweak. Step 3. Automated extraction of key terms, dates, D&Os, SLAs, etc. Step 4. Link extracted content to document sections. Quick and easy access to key information and your activities. Single System of Truth for Executives, Vendor Managers, Business Managers, Finance Managers, Contract Managers, Risk & Compliance Managers as well as Supplier Users. -
44
XMS (eXchange Management System)
Mere Secure
XMS is a product for organizations to share documents and forms with participants securely. XMS allows customers to responsibly manage file objects easily with thousands of vendors, suppliers, consultants and clients in a centralized accessible area. Merely using a browser like Chrome or FireFox you can access your files and workflow assignments check status and manage all outbound and inbound document flow. Get results fast with access to key information anywhere anytime. Are you able to quickly search on document or assignee and get to the information? Share documents, questionnaires, links to forms, spreadsheets, etc. in a source and easy to use platform. You manage the content, we create, host, support the XMS application so that you can focus on your business best. -
45
Delfos
SmartWay
Delfos is a financial modeling solution for startups and medium-sized companies. With Delfos you can automatically forecast the finances of your business and anticipate potential cash shortages and funding requirements months ahead. Some of the features that set our solution apart are: No expertise in finance or accounting is required. No extensive documentation to read. No complex user interfaces to learn. Clear and accurate results. As a financial modeling tool, Delfos has the following features included: Accounting based Unlimited # of models 36-month detail Sales and revenue forecasting Direct Cost forecasting Personnel forecasting Expenses forecasting Fixed assets Financing and investment -
46
Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
47
Brico
Brico
Brico is an AI-powered regulatory licensing platform that helps financial services companies, including fintechs, lenders, money transmitters, collection agencies, mortgage providers, and crypto businesses, manage the entire financial licensing lifecycle from initial application through ongoing maintenance, reporting, and renewals across all 50 states in a centralized, automated system. It collects and harmonizes real-time regulatory requirements, intelligent checklists, and state-by-state rules so teams can prepare submissions accurately and efficiently, eliminating manual tracking, reducing paperwork, and navigating inconsistent forms and deadlines without spreadsheets or disparate tools. Brico provides intelligent automation such as auto-filling forms via smart data mapping, built-in project and task management for team collaboration, automated periodic reporting and compliance flags, and a centralized source of truth for deadlines, documents, and audit trails. -
48
SignIT
InfoTrack
No need to print, scan or post documents again – save all parties time and avoiding delays. contract award icon. Electronically sign documents anywhere, anytime. building shield icon. Secure - all documents delivered via a secure link, and a resulting certificate after signing is immediately provided for your records. SignIT is a simple, smart application within InfoTrack that enables you to quickly obtain electronic signatures from clients. Simply upload any document into InfoTrack and select where on the document you require initials, dates or signatures using easy drag and drop functionality. Then send to your client for them to review and provide a signature online. Your documents are sent directly from SignIT via a secure email link, enabling the recipients to review and sign the document simply by clicking the email link, anytime, anywhere. What’s more, you can add any number of electronic signatures required, including purchasers, vendors, witnesses and more. -
49
Gamyte
Gamyte
Gamyte is an AI-powered construction management software geared toward subcontractors. It’s an end-to-end platform that lets subcontractors handle everything from bidding to closeouts, submittals to billing, and proposals to change orders. It aims to save you time and money while giving you the tools you need to manage your teams and projects quickly and effectively. The platform features a smart dashboard that produces data on bids, win rates, follow-ups, etc. Additionally, you get one-click proposals, quicker estimates, material vendor management, and AI-predicted time and effort per project. It provides simple, automatic, and digital solutions for all client interactions during the course of your project. Gamyte also provides quick access to all essential documents (tech-advanced samples, submittals, etc.), cloud-hosted document management storage, and an automatically generated schedule of values, which are essential to get your project off to a good start.Starting Price: $499 per team per month -
50
Document Manager
Document Logistix
Document Logistix is a Logistics document management specialist. Document Manager software provides a centralized way to run complex, distributed operations. Document Manager software manages all types of documentation, paper and digital, across a range of devices. Document Logistix provides a true enterprise EDMS solution to manage documents across PoDs, CMRs, GRNs, Fleet Management, Invoicing, HR and more. Document Manager software links documentation generated and captured throughout Logistics organizations that can be used to automate workflow processes to achieve measurable benefits, including improved cash flow and margin protection. GDPR affects all companies. How can you use document management software to implement GDPR compliance. Looking for a reliable document management partner? Why you should add Document Logistix to your Request for Proposal.
