Alternatives to Docutracker
Compare Docutracker alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Docutracker in 2026. Compare features, ratings, user reviews, pricing, and more from Docutracker competitors and alternatives in order to make an informed decision for your business.
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InboxAlly
InboxAlly
We engage with your emails to teach inbox providers not to send your emails to spam. Our clients have seen their open rates more than DOUBLE within 1-2 weeks! Highly engaged recipients not only open emails, but scroll down as they read. So long as the content is longer than the page, this should be done for nearly all opened emails. When a recipient goes out of their way to take an email out of spam, they are telling the inbox provider, hey, you made a mistake. Moving an email from the promotions folder to the primary inbox tells inbox providers that you disagree with their sorting criteria and it and similar emails should go to the primary inbox. Demonstrates that recipient is interested in the content of your email. We have a set of random generic replies we use for this. Marking an email as important can essentially be interpreted by the inbox provider as "This email is extremely valuable, never send it to spam." -
2
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
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DocuTrack
RedSail Technologies
DocuTrack® is a comprehensive, customizable pharmacy workflow software. It reduces manual tasks and makes your pharmacy more efficient. Access information easily and provide quick and accurate answers to customers' questions. With one click, DocuTrack’s Unified Search gives you the ability to find prescription status from DocuTrack, Axys®, and DeliveryTrack®. Performance reports let you see trends in pharmacy volume while customizable alerts notify of any order backups. Plus, DocuTrack’s Audit Assist can quickly process and build all the documentation needed to fulfill a pharmacy audit. DocuTrack is a product of RedSail Technologies®. RedSail customers are supported with integrated products, 24/7 emergency support, nationwide hardware maintenance, regulatory updates, ongoing product enhancements, and access to clinical programs that improve health outcomes and grow their business. -
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Integra Logix
Integra
Logix works in the background to complete tedious yet important workflow tasks like refill requests, prior authorizations, refill too soons, fax escalations, and phone call documentation. Other tasks, like fax and email, can be automated too. And you can alleviate human error on repetitive tasks as well. Plus, create notifications so you don’t forget what’s needed and can redirect time to focus even more on patients. Every keystroke and click counts! With Logix processes in place, you can reduce document handling & processing times by an average of 1-4 minutes per document. Logix is designed to work with DocuTrack to reduce keystrokes for your pharmacy workforce and make them more efficient. Reduce keystrokes needed to complete a process by up to 80 for some processes. How much can Logix save you? Use the calculator and see for yourself. -
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DeliveryTrack
RedSail Technologies
DeliveryTrack® is pharmacy delivery software designed to manage logistics – from item validation and route optimization to signature capture and real-time delivery confirmation. It’s built for convenience, so choose your device. Available for iOS and Android™. Use it to increase compliance, reduce audit risks, and maximize accountability. Interfaces include pharmacy management systems, automated packaging vendors, UPS®, FedEx®, and DocuTrack®. DeliveryTrack is a product of RedSail Technologies®. Customers are supported with integrated products, 24/7 emergency support, nationwide hardware maintenance, regulatory updates, ongoing product enhancements, and access to an advantage network of clinical programs that improve health outcomes and grow their business. -
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DocBeacon
VIOware Technologies Co.
DocBeacon is a secure document sharing and analytics platform that shows what readers actually read. Rather than stopping at page-level metrics, DocBeacon’s in-page heatmaps map attention at the section level—spot the moments that keep attention and the exact points where readers drop off. Using personalized links, you can track views, total/average reading time, scroll depth, completion rate, and contact-level engagement. Controls like access codes, link expiration, and download restrictions safeguard sensitive content without adding friction. A real-time dashboard and per-document reports surface high-intent readers and high-impact sections, helping sales teams, founders, and content marketers prioritize outreach and improve decks, proposals, and collateral. DocBeacon brings document sharing, document tracking, and document analytics into one lightweight workflow.Starting Price: $25/month -
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Proposal.biz
Proposal.biz
Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.Starting Price: $19/month -
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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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Beamprobe
Beamprobe
Beamprobe is a secure document sharing and sales enablement platform — a modern alternative to DocSend. Share pitch decks, proposals, contracts, and sales collateral with trackable links instead of attachments. Get real-time analytics on who viewed your documents, which pages they spent time on, and when they re-opened the file. Control access with email verification, passwords, expiration dates, NDA gates, and one-click revocation. Custom branded viewer with your domain, logo, and colors keeps the experience on-brand. Built for founders raising capital, sales teams sending proposals, and consultants sharing reports. Integrates with your CRM and existing workflow. Faster, cleaner, and more affordable than DocSend, with no learning curve. Free plan available; paid plans unlock advanced analytics, custom domains, team workspaces, and data rooms.Starting Price: $19/month -
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Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
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trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
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Propal
Propal
Propal is an AI-powered proposal platform for creating premium, high-converting agency proposals that are built to close. It helps users create stunning, trackable proposals that boost perceived value, close deals faster, and make offers look more professional than low-effort PDFs. It is built around a fast proposal workflow; build, send, track, approve, and collect payment from one seamless experience. No design skills are needed; users can customize modern, conversion-ready templates in minutes, create proposals from proven structures, and make every proposal feel like a premium brand experience. Propal shows exactly how prospects interact with a proposal, including who opened it, when, from where, and which sections they spent the most time on, helping teams spot buying signals, follow up at the right moment, and answer objections early.Starting Price: $29.99 per month -
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Spark
RebelWare
Spark is our fully customizable landing page-builder that presents content in a format tailor-made for specific audiences across a broad range of applications — contact forms, sales enablement, welcome, and onboarding. We created Spark to deliver one thing really well: send information to key audiences in a fast, consistent, branded, engaging, and trackable way. Spark places all of your sales engagement materials directly in your sales team’s hands, the lag time in waiting for a response. Spark can help in any situation that requires quick, customizable presentation of documents, including sales, marketing, training, compliance, HR and more. -
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Reveal
OPIN Systems
Our company tag line gives you a pretty clear picture of our mission. When we say, “Simply Work. Enjoy Life.”, we indicate our passion to make life easier for employees interacting with documents. (We also make life easier for administrators!) With intuitive interfaces, page-level security, automated data extraction, fast and focused search and customizable notifications, Reveal addresses these issues by reducing the noise and helping users “win” – producing better work more quickly. We’ve been in the document business a long time. A really long time. While it’s true that IT staff often view documents as bits and bytes to be stored, archived, recovered, indexed and searched, (all very important things!), it’s our experience that documents are actually about people. -
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Estimate Master
Coon Creek Software
A general purpose estimating tool for any business. Adaptable to different types of businesses by virtue of an open database, customizable estimate fields and customizable cost basis categories. Partition your estimate items by section and / or locations. Group related part / material and labor items. Change partitioning and grouping with just a mouse click. Define your own nested sort options for your estimate reports. Customize estimate fields, cost basis categories and sort options. Create working notes for the job in the estimate and work order documents from the estimate. Create formal bid / proposal documents including tax calculation, markup and shipping info etc. with custom formatting using your company's logo or on your pre-printed template sheets. E-Mail your bid / proposal documents directly to your customers from Estimate Master. -
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MailTracker
MailTracker
MailTracker is an email tracking extension for Gmail that lets you know in real-time when someone opens your emails. Know exactly when your email is opened and receive a notification in realtime. Follow-up on time! Adapt your follow up emails based on your recipient's behavior to increase reply rate. Increase your Open Rate by up to 20% by understanding which subjects are converting more. Email tracking gives you the power to perfectly know how interested your target is in your offer. Perform A/B tests on different email elements, helping you identify what works best and optimize your campaigns accordingly. By understanding how effective your email campaigns are, you can calculate the return on investment (ROI) and make informed decisions about future strategies. By tracking email interactions, you can identify leads who are more interested and engaged with your offerings, allowing for targeted follow-ups.Starting Price: $20 per month -
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Uprez
Webpublication
Sales and marketing can easily personalize their proposals & presentations, without damaging the graphic design and document layout. Easily combine documents such as PPT, PDF, Word, videos & images to create one unique business proposal that will be read in the intended order. Your sales force automatically receives notifications when new documents are uploaded to Uprez. Available in one central place, existing documents are automatically updated with new releases. Boost client interest with exciting, dynamic presentations, even during meetings without an Internet connection. Access statistics, such as documents 'read', 'shared', 'downloaded', and receive email notifications when your proposals have been opened. -
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echofront
echofront
echofront sales automation is a cloud-based B2B sales automation platform that centers around personalized buyer portals called Sales Hubs and combines them with embedded AI assistants and a built-in no-code workflow engine. A Sales Hub is a branded, single-URL microsite created individually for each sales opportunity or customer account. It consolidates marketing collateral, pricing, proposals, contracts, security documentation, case studies, product videos, and other deal-related files together with a real-time chat window in one shareable link. Recipients can access all materials without registration while every interaction is tracked.Starting Price: €89/month/user -
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Dropbox DocSend
Dropbox
DocSend from Dropbox is a secure document sharing and deal management platform that helps businesses manage, track, and share sensitive documents with control. The platform supports use cases such as mergers and acquisitions, due diligence, fundraising, board meetings, investor relations, and client portals. Users can upload documents, create virtual data rooms, manage permissions, require NDAs, and update shared files without disrupting viewers. DocSend also provides visitor analytics that show when recipients open shared links and how they engage with each document. Its security features, group permissions, dynamic watermarking, eSignature, and compliance support help teams protect confidential materials during important business processes. DocSend is designed to help companies, founders, investors, and financial teams share information confidently, understand stakeholder interest, and move deals forward more efficiently.Starting Price: $10 per user per month -
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Expiration Reminder
SkyXoft Technologies
Discover the document expiration date tracking software that modern teams use to send automatic notifications, track status, scan documents and do compliance checks. Works for employee certifications, certificates of insurance, contracts, licenses, agreements and more. Expiration dates, reminders and replies are all tracked automatically. Spend less time following up and more time adding value to the business. Never open spreadsheet after spreadsheet to find what's expired. Stop sending emails and let others come back to you with the updated information. Expiration Reminder will contact the right people and notify them about an upcoming renewal keeping everyone on the same page. When you login to Expiration Reminder you'll have a single view of what's current and expired and who has replied to reminders. The preferred tool for tracking expiration dates. Highly rated by customers all over the world.Starting Price: $49 per month -
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9Lenses
9Lenses
Influence your buyers with personalized insights. Identify and convert leads that are serious about buying. Enable sales with intelligence that convert leads into customers. Engage buyers with personalized business insights. Win deals by focusing conversations on buyer’s challenges. Focus on the best opportunities. Assessments personalize the buyer’s journey and tailor their experience. Shape buyer’s understanding of their challenges, needs, and opportunities. Demonstrate your expertise to buyers through personalized scorecards. Build trust & credibility before buyers speak with Sales. Distinguish your solutions from competitors. Identify leads most interested about solving their business problems. Increase marketing-generated pipeline. Drive more meetings with Sales. Real-time assessment results enable Sales to follow up immediately. Leverage identified challenges to book new meetings. Close more deals by tailoring the conversation to the buyers’ challenges. -
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Conga Collaborate
Conga
Cut back on the time your sales teams spend creating content and piecing together information for their proposals with Conga Collaborate. Gain time back with engaging online documents. Say hello to increased productivity and streamlined workflows. Create customized documents with the right content at the right time, based on the data in Salesforce. Your reps will be able to focus on selling, instead of pulling together their proposals. No more errors and more time to connect. Your proposal makes your case. Engage your audience quickly with rich media like video. Real-time notifications, tracking and analytics let you see how your prospect is interacting with the document you sent for timely follow up. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. -
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flexLOGISTIC
Logical
flexlogistic is a software solution for warehouse management. It is integrated to accounting systems and certified for fiscalization. With flexlogistic you can set up the warehouse in 3D, optimize operations with FIFO, LIFO, FEFO algorithms, manage inventory, expiration dates, entries and exits, tracking and route optimization. Manage entries and exits of items and assign tasks to staff. Access entry and exit documents and work orders. Optimize routes to shorten the routes staff take to retrieve items, and increase worker productivity. Monitor stock and free and busy cells in the warehouse. Specify items coordinates by shelf, column, level and print scannable and trackable labels. Track items in the warehouse with NAV systems, lot numbers and expiration dates. Create and manage inventory. Make changes to the inventory for differences, movement of items when they’re expired, modified expirations, movement in cells. -
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OutreachBin
OutreachBin
Our best-performing customers have, in some cases, consistently seen open rates as high as 50-70% with the help of our automated follow-up sequences. Schedule time-based delays, days in advance, and track prospects as they turn into sales! Are the business emails you send go into your recipient’s SPAM or promotion folder? OutreachBin helps solve that problem with cutting-edge tools designed to make the email game quicker, easier, and far more effective. Meaning, you get to focus on what you do best, while your whole email game is as simple as eating an apple. Automatically close the sale, and never miss a follow-up. If you want to reach your inbox, grab your prospect's attention, and gain more sales you need to hyper-personalize. We make it simple, upload your variables and let us mix and match your copy so that every email looks as if you spent time and effort writing it. Increase deliverability with InboxWarm, and get more opens and sales.Starting Price: $19.97 per month -
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SalesPulze
Covasant Technologies Private Limited
SalesPulze solves these operational blind spots by connecting directly with enterprise meeting applications (e.g: Microsoft Teams) to ingest conversational transcripts and run localized AI analytics. The platform transforms casual meeting dialogue into trackable business infrastructure, systemic blocker logs, and multi-dimensional operational metrics. -
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Vuepak
Vuepak
Vuepak is a complete AI-powered outreach platform for sales and marketing teams. Build sequences with personalized email, text, call tasks, and social engagement, with AI-powered suggestions on what to say and when. Improve deliverability with human-like sending, rotating mailboxes, and built-in warmup. Schedule around time zones and skip holidays to land messages at the right time. Send multimedia presentations with video, audio, images, documents, and downloads under your custom domain. Add a call-to-action button with a form or link to any destination. Share presentations anywhere and gate access with forms to capture leads. Track opens, clicks, and conversions with real-time analytics. Assign sequences and content to resellers or reps, and monitor their results. Smart Address Books remove bounces and unsubscribes automatically. Vuepak helps your team reach more prospects, follow up with better content, and close more deals.Starting Price: $40/user/month -
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TrusTrace
TrusTrace
Uphold material claims and reduce compliance risks in your textile value chains by automating the chain of custody, from raw materials to final goods, and ensure accurate documentation follows products to market. Track transaction and scope certificates in a standardized, digital and scalable way across your organization using our AI-driven platform. See the status of your materials and goods as they move through your supply chain, and have all data readily available when your products hit the market. TrusTrace’s open architecture platform ensures we are able to integrate seamlessly with other sustainability solution providers within the ecosystem such as Higg, OAR, Haelixa, Circular. fashion and Renoon, allowing us to deliver holistic solutions for some of the fashion industry’s biggest sustainability challenges. -
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Docsify
Docsify
Know when recipients opened your emails, clicked links, and downloaded attachments. Know the geolocation and device type of your recipients. Get a real-time notification when recipients engage with your emails. Know how much time a recipient is spending on each page of the PDFs. Get an alert instantly when recipients start and finish viewing your PDFs. See page-by-page analytics for each document view. Access the email tracking results of each employee in the team. Analyze the quality of team-mates' work in one-to-one communication. Streamline email communication and work productivity of the team. Create your own Text Shortcuts and Templates. Quickly insert a piece of text anywhere in the email body in two clicks. All emails, documents, and links that you send will be linked with your own sub-domain only. Therefore, the Docsify domain wont affect your emails' spam score. Just one payment for the whole team.Starting Price: $10 per month -
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Proposia
Proposia
Proposia is an AI grant proposal agent for academic researchers. It solves a common funding pain: after spending weeks crafting one proposal, another call appears and much of the work should be reusable, but adapting it still takes days of reframing, restructuring, formatting, and rewriting. With Proposia, researchers upload two documents: the material they already have, such as a prior proposal, project idea, or research plan, and the new funding call they want to target. The agent analyzes both, understands what must change, and produces a tailored proposal aligned with the new call’s scope, language, structure, and evaluation criteria. Instead of starting from zero or copy-pasting into ChatGPT section by section, researchers get a proposal draft ready to review, polish, and submit. Proposia has been succesfully used in ERC, Horizon Europe, NIH, NSF, and national funding calls.Starting Price: 16.49€ -
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AgriPlace Chain
AgriPlace
AgriPlace Chain is a digital platform for companies that want to manage the compliance of their supply chain more easily. It offers a solution for gathering, organizing and sharing compliance documents such as certificates, declarations spraylists etc. AgriPlace helps to increase insight and security in the supply chain. HOW IT WORKS 2 1 4 3 Compliance documents are automatically requested from suppliers & databases Compliance status per supplier, sub-suppliers and product can easily be seen Quick insight into who complies with your or customer requirements Share compliance documents with customers easily. When documents are expiring, suppliers are automatically requested to renew them. They upload their new documents quickly via your supplier portal. See for all your suppliers and producers what certificates, supplier declarations or other documents have expired or need to be received. See all your documents and the compliance level per supplier, countryStarting Price: $100 per month -
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Proof
Every
Proof is an agent-first document editor built for agents and humans to collaborate. It gives teams a shared document where humans and AI can write together, suggest edits, leave comments, and track who wrote what. Every character carries provenance, with a colored gutter showing authorship, so users can distinguish human-written text from AI-written text. When an AI edits a document, Proof creates suggestions like track changes, with insertions and deletions that users can accept or reject one by one. AI agents can also comment on specific text to explain reasoning, ask questions, flag issues, or continue a conversation inside the document. Users can create a document, share the link with agents such as Claude Code, ChatGPT, Codex, or OpenClaw, and collaborate through a shareable workspace instead of passing around .md files. Proof supports use cases such as bug reports, PRDs, implementation plans, research briefs, growth reports, copy audits, strategy docs, memos, proposals, etc.Starting Price: Free -
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Art of Illusion
Art of Illusion
Art of Illusion is a free, open source 3D modelling and rendering studio. Many of its capabilities rival those found in commercial programs. Highlights include subdivision surface based modelling tools, skeleton based animation, and a graphical language for designing procedural textures and materials. The current version is 3.2.0, released January 13, 2021. This version is both stable and powerful enough to be used for serious, high end animation work. We now have an extensive documentation section. This includes the user manual, as well as a number of tutorials covering different aspects of the program. The interface is designed to be clean, easy to learn, and simple to use. Art of Illusion provides subdivision surface based modelling tools for creating smooth surfaces from control meshes of arbitrary shape and structure. A powerful set of deformation tools allow you to "sculpt" objects in a natural, intuitive way. -
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RephraseAI
RephraseAI
RephraseAI is an AI-powered content rephrasing tool designed to help users create clear, impactful, and engaging text for any audience. The platform offers four specialized writing profiles—Professional, Creative, Academic, and Casual—each tailored to meet specific content needs. RephraseAI’s SuperRephrase™ mode ensures that the content is transformed into compelling, scroll-stopping narratives that resonate with readers. Whether you’re crafting business proposals, marketing materials, or academic papers, RephraseAI helps you refine your messaging and improve its overall impact.Starting Price: $5/month -
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NextDocs
NextDocs
NextDocs is a document creation and management platform that helps users generate and standardize business documents using AI. It offers a library of professionally designed templates for proposals, reports, contracts, and more, as well as the ability to upload custom company templates to maintain brand consistency. Users can start from blank pages or use existing materials, letting the AI assist in drafting content efficiently while adhering to style and structure guidelines. The system supports in-template placeholders and formatting rules so that generated documents automatically match company branding, layout, and metadata. Collaboration is built in: multiple users can review, edit, or comment, and changes are tracked to maintain version history. The product also includes features such as document export in common formats, automated generation of summaries or key sections, and integrations for embedding documents into workflows.Starting Price: $20 per month -
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DiffPDF
DiffPDF
If you produce PDFs for publication, a PDF comparison tool can show you the exact differences between, say, the first printing, and your proposed second printing. This way you can easily spot unintended changes to the pagination. Also, you can save time by checking only those pages that have changed, rather than having to review the whole publication all over again. Statements and policies must always have the correct disclaimers and other legal information. When formats or policies change, it is vital that the changes are only those intended something easily verifiable with a PDF comparison tool. It is common to follow a paper trail of emails, memos, and so on, as part of an investigation. This trail will often include PDF documents. Using a PDF comparison tool will allow you to forensically observe the evolution of a document—perhaps revealing when critical changes were made.Starting Price: $160 one-time payment -
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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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PostPerfect
PostPerfect
PostPerfect offers a customizable experience to suit your tweeting style. Customize your own styles – whether it's a casual or serious tone, or even a Jack Sparrow style! PostPerfect adapts to your preferences. When you switch to dark mode on Twitter, we'll automatically follow suit. Your keys remain in your browser and are never sent to our servers. Everything operates within your browser – Heck, we don't even have a server! PostPerfect is designed to be lightweight and performant, ensuring a seamless browsing experience without slowing you down. In order to keep the product as simple to use and affordable, I have chosen to allow users to enter their own OpenAI API keys. If I were to use my own key, it would require me to set up a server and database, which would result in additional costs that I would need to pass on to you. -
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Case Center
Thomson Reuters
Streamline the way you prepare, manage, and present digital case files and evidence with a secure, centralized, cloud-based solution. Upload your case documents and media into Case Center to produce a searchable, automatically indexed, paginated case file you can review online. Share a link for other participants to upload additional files directly into the case. View case documents, PDFs, images, and multimedia in a single browser. Discover an easier way to build your case and provide permission-based access to case materials. Easily locate key case materials, timestamp media, add notes, redact documents, and mark exhibits for easy review in a hearing. Access presentation-ready case files from the first upload and present them with confidence whether you are physically in court or participating virtually. Direct others to the right page with purpose-built presentation tools that allow you to present documents and multimedia within the browser. -
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Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
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Ellty
Ellty
Ellty is a virtual data room built for founders, investors, and dealmakers who need to share sensitive documents securely throughout fundraising, M&A, and due diligence processes. With enterprise-grade security and detailed document analytics, Ellty gives teams full visibility and control over every deal. Use Cases: Fundraising — Share investor materials and track exactly how they engage with every page M&A & Due Diligence — Manage confidential deal documents in secure, structured data rooms Client Deliverables — Share proposals and reports through professional branded portals Board Management — Organize and distribute board materials with controlled access Core Features: Page-by-page document analytics showing precisely what viewers read and for how long Virtual data rooms with granular, role-based access controls Custom branding for client-facing document portals AES-256 encryption and enterprise-grade security infrastructure Dynamic watermarkingStarting Price: $69 per month -
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Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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Proposable
Proposable
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals. -
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Signaturit
Signaturit Solutions
Make it easier for your employees to sign employment contracts or documents, at any time or place, safely and legally. They will save time by avoiding travel or print paper, and you will save time managing the signature and onboarding process. Use electronic signatures, with biometrics or digital certificates, and certified emails to streamline the personnel selection and employment and termination processes. You will also have digitized versions of employee labour files, accessible at all times. Greater legal coverage if there are disagreements, and reducing the risk of people outside the department accessing private data. Remember that digitized information is more secure than documents that are archived on paper. Write the name and email of the recipient, attach the documents you need to send with acknowledgement of receipt, and click send. From our platform, you will be able to follow the process in real time, and you will know immediately when the recipient receives the documents. -
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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 -
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SendYourMedia
SendYourMedia
SendYourMedia enables you to create multimedia packages to present the products and services you offer. Our detailed tracking will help you turn your prospects into customers and get more attention while growing your business. Receive email confirmation when packages are opened, then detailed information about what was viewed and how long it was viewed, so you know exactly how much the recipient has seen or heard. Share media packages that contain video, audio, images, documents, and even downloads. Whether you are a manufacturer selling consumer products to retail, a public relations company sending your next press release or a producer sending your pilot to potential networks, SendYourMedia can help anyone market and sell their products and services.Starting Price: $25 per user per month -
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InfoSlips
Infoslips
We turn your documents into useful and easy-to-understand interactive experiences. Using our Designed Outcomes methodology and award-winning technology platform, InfoSlips designs, composites and distributes documents that deliver rich, interactive and engaging experiences to your customers. Composite data into interactive documents that deliver engaging recipient experiences. Distribute your documents by any channel including email, mobile and print. Report on document delivery, failures and how recipients use and engage with their documents. Enrich and update contact details to guarantee the best possible delivery rates. Improve deliverability while consuming data from multiple sources in order to create engaging and useful documents. Scalability allows the production process to composite millions of documents a day. Allow recipients to access their InfoSlip documents from any device. An online real-time Administration Portal gives ultimate control and transparency. -
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Mimeo
Mimeo
Build, proof, and ship your content in minutes. Order by 10pm EST for delivery as soon as next morning. Create high-quality print materials directly from the document viewer. Mimeo Print’s real-time proofing tool shows the selected finishing options – instantly reflecting the price. We’ve delivered millions of documents to over 140 countries. Track the journey of all orders on one screen. Create and maintain a personal file library. Share files with other users for easy team collaboration. Easily kit and bundle print and non-print materials together using our kit builder. Mimeo Print’s technology, coupled with lean manufacturing processes ensures the highest quality production. Our goal is to delight the recipients of your materials. -
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EasyUser
EasyUser
Bring in more prospects with EasyUser, and send them to your CRM in seconds. Increase your sales revenue with this native integration between any CRM & EasyUser. Use EasyUser to share content you want prospects to see. They can instantly follow up & share your brand with their team, reducing drop-offs. An all-in-one solution to make it easier for your buyers to stay engaged and choose you. After sharing content with prospects; you can track who opens your link, which content is viewed, who shows buying interest and so much more. Gather unique prospect data on all the content you share. You share your content faster, inside a unique showcase that automatically captures and engages leads. Each showcase is fully trackable, virally shareable, and has built-in “deal accelerators”.Starting Price: $20 per month -
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stampd.io
stampd.io
Timestamping and NFT creation of issued documents can allow a public verification of the issue history which is permanently recorded on the public blockchains. There is absolutely no method of potential malicious amendment at a later stage. Blockchain stamping as well as NFT minting allows a public verification of the document’s date, authenticity, origin, integrity & content without publicly exposing the content itself. Content signed by the user before timestamping, can be undeniably claimed to have been in the user’s possession & knowledge at the time of the blockchain time stamping. A simple reference to the respective public blockchain ledger transaction ID can undeniably prove this with absolutely no doubt. NFT linked with the original content is owned by the originator (the one in control of the address initially receiving the NFT). The owner can transfer their rights to someone else by sending the NFT to a different address. -
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TransferNow
TransferNow
TransferNow is the simplest, fastest and safest interface to transfer and share files. Send photos, videos and other large files without a manditory subscription thanks to TransferNow. Send and share files and other large documents thanks to our fast and secure file transfer solution. Send large files via email or simply create a share link from any device (smartphone, tablet, computer) through any basic internet browser. Get a TransferNow account to transfer large files and other sizable documents! The files are available up to 365 days before being automatically and permanently erased from our servers. Use our complet dashboard to follow and track your file downloads over time. You can modify your transfers’ data and parameters, re-transfer files to new recipients without having to systematically re-upload the same documents and erase a transfer before it's initial expiration date.Starting Price: $8 per month