Alternatives to ImportFeed

Compare ImportFeed alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ImportFeed in 2026. Compare features, ratings, user reviews, pricing, and more from ImportFeed competitors and alternatives in order to make an informed decision for your business.

  • 1
    FileInvite

    FileInvite

    FileInvite

    Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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    PandaDoc

    PandaDoc

    PandaDoc

    PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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    Moxo

    Moxo

    Moxo

    Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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    MasterControl

    MasterControl

    MasterControl

    Bringing breakthrough products to market in highly regulated industries can feel like an endless series of trade-offs. MasterControl's software simplifies GxP workflows so you never have to sacrifice quality for cost or innovation for regulation. Complete and connected meets fast and flexible. From quality event management to document control and integrated training - MasterControl Quality Excellence transforms your quality data and processes into a competitive advantage. Modernizing your manufacturing operations starts with modern software. From work orders to work instructions and production records (EBR or eDHR) to logbooks, MasterControl Manufacturing Excellence is the simplest way to digitalize manufacturing.
    Starting Price: $25,000 / 1st year
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    Cirrus Secure

    Cirrus Secure

    Cirrus Secure

    Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster.
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    CollectCue

    CollectCue

    CollectCue

    CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.
    Starting Price: $19.90/month
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    FastDox

    FastDox

    FastDox

    Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.
    Starting Price: £40 per user
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    Hubdoc

    Hubdoc

    Hubdoc

    With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.
    Starting Price: $12 per month
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    Content Snare

    Content Snare

    Content Snare

    Content Snare is the smart, stress-free way to collect documents from clients. It's a simple, secure portal where your clients can complete your document checklist. Automatic reminders keep clients accountable and let you work on more important things than chasing clients. When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time. One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing. The resulting document collection chaos stalls projects and confuses clients. Make clients happy with more professional content creation or document collection experience that makes your team stand out.
    Starting Price: $29 per month
  • 10
    Juris V-Box

    Juris V-Box

    Juris Technologies

    Juris V-Box is an all-in-one solution that enables financial institutions to collect, track, and secure customer documents throughout a relationship between the customer and the financial institution. It is a cloud-based solution with benefits to financial institutions, insurance providers, credit leasing companies, and other organizations that include: - Reduces human interaction in the document collection process. - Encrypt and secure all collected documents - Centralize documents in a cloud-based repository - Quick solution implementation - Save operational cost - Reduce the time taken to submit and manage financial products applications
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    Floify

    Floify

    Floify

    Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.
    Starting Price: $79 per user per month
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    Veri5 V-CIP

    Veri5 V-CIP

    Veri5Digital

    An AI-driven Customer Identification process that was incepted after RBI approved VCIP. You can now speed-up customer on-boarding by automating document collection and face match. Enterprises can now do KYC verification across India. Complete VCIP process in less than one minute by digitizing document collection and AI face authentication. Accurately extract details from ID cards using smart integration with supported government databases. Authenticate identity details by matching photo on ID document with live video with the agent. Ensure person is present through liveness check. Record declaration and terms & conditions (T&C) acceptance for non repudiation check. We offer in person verification over and above the AI algorithmic verification where final KYC approval is done by your agent. Integrate your existing customer applications, be it mobile or web, using APIs and SDKs.
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    AlphaTrust e-Sign
    AlphaTrust e-Sign™ allows you to automate document and signature processes ranging from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants. Electronic signature is a wonderful capability, but getting work done means more than just stamping signatures on documents. Truly automating your work means dealing with how documents are created, how users are authenticated, how data is captured and validated, how compliance rules are followed, how signatures are captured, and how documents and data flow after signing. For organizations that need to process documents for signature, approval, data collection, and/or secure delivery AlphaTrust e-Sign™ offers a better way. AlphaTrust e-Sign™ is designed to function as a central workflow automation platform for service provider and enterprise applications to support more advanced use cases and high volume transactions.
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    Pipefile

    Pipefile

    Pipefile

    Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.
    Starting Price: $14.99 per user per month
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    Collect

    Collect

    Collect

    Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.
    Starting Price: $39 /month
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    DocsCorp

    DocsCorp

    DocsCorp

    Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.
    Starting Price: $49.50/user
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    File Request Pro

    File Request Pro

    File Request Pro

    Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
    Starting Price: $49 per month
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    Inscribe

    Inscribe

    Inscribe

    Tedious document reviews add friction to account opening and underwriting processes, but automation alone isn’t the answer. We believe automation without fraud detection is reckless, which is why Inscribe is the total Risk Intelligence package that helps you detect fraud, automate processes, and understand creditworthiness so you can approve more customers, faster. Rely on educated guesses to identify manipulated documents, leaving your business open to fraud and credit losses. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. It’s where our focus began and we’ve spent years perfecting our machine learning models — and they keep evolving. Because we got here first, you can trust that our models will remain the best and most reliable in the industry.
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    ezidox

    ezidox

    ezidox

    ​ezidox™ is a​n award-winning​ document collection and management platform for businesses that need to collect​, verify and securely store​ multiple documents ​from their clients​ or other third parties as part of a complex transaction​. ​Mortgage applications, procurement, compliance, employee on-boarding and management, professional services​, government departments, etc. ​ezidox™ makes document collection faster and simpler for ​both Collectors and Senders. ​ezidox™ ​tracks the complete process so that ​both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that ​Collectors can specify the names of documents need​ed​ and group them any way that suits so that ​documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.
    Starting Price: $7.61 per use
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    Clustdoc

    Clustdoc

    Clust Technologies

    Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.
    Starting Price: €190/month
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    Lightico

    Lightico

    Lightico

    Formalize orders with legally-binding authorization to ensure air-tight deals with Digital Signatures, an in-call eSignature solution. Customers are able to finger-sign documents and orders via mobile phone with the assistance of Digital Signatures. Effortless, Digital Signatures enables business owners to capture electronically binding signatures. Digital Signatures also features recording and storing capabilities for digital signatures. Digitally complete entire customer journeys with ID Verification, Forms, Document Collection, eSignature, and more using automated workflows.
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    Zoho Sign
    Recognized by top-industry analysts and peer-to-peer review websites. Securely sign, send, and manage your documents from anywhere with Zoho Sign. Digitally sign documents yourself and email the signed copies to others, get documents signed on the spot, or send documents to request signatures. Zoho Sign offers military-grade encryption and ensures the highest level of data security. It complies with the most current e-signature laws: ESIGN and eIDAS. Define the signing order when sending a document to multiple recipients, and control how they receive and sign your documents. Track every step of the document signing process with our comprehensive audit trail. Receive instant alerts and notifications on the status of each document. Create personalized templates once and use them forever, saving your time and effort. Incorporate your brand image across your documents, with customized logos and emails.
    Starting Price: $10 per month
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    ShieldFive

    ShieldFive

    ShieldFive

    ShieldFive is end-to-end encrypted cloud storage. Every file and its name is encrypted in your browser before upload (post-quantum ML-KEM-1024 with XChaCha20-Poly1305 by default on the web), so ShieldFive stores only ciphertext and never holds your keys. Plans: 5 GB free with no card, monthly or yearly subscriptions, or the Lifetime Vault: 2 TB for EUR 199 paid once, no renewals, with a 30-day refund. You can preview PDFs, images, spreadsheets and Word documents in the browser, share files with an expiry date and password, and revoke links at any time. Firms can also collect documents from clients through a request link with a PIN and checklist; clients need no account (EUR 29 per seat per month). Current limits: web app today, Android app in testing, no desktop sync client or iOS app yet. The encryption core is open source (Apache-2.0); no external security audit has been completed yet.
    Starting Price: EUR 29/month/seat
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    Integrify

    Integrify

    Integrify

    Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager
    Starting Price: $30/mo/user
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    Canoe

    Canoe

    Canoe Intelligence

    First-of-its-kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine learning technology for document collection, data extraction and data science initiatives. We transform complex documents into actionable intelligence within seconds, and empower allocators with tools to unlock new efficiencies for their business. Systematically and consistently categorize, rename, and store documents in our cloud-based repository. Leverage AI and machine-learning based collective intelligence to identify, extract, and normalize data. Action hundreds of accounting, business and investment rules to ensure data accuracy. Seamlessly deliver data to any downstream system via API or compatible flat-file formats. Since 2013, our team of industry experts has been building and perfecting Canoe’s technology to transform the way alternative investors and allocators like you can access your data.
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    Jotform Sign
    Securely gather signatures anytime, anywhere — without the trouble of messy paperwork. Eliminate manual tasks with Jotform Sign’s automation features. Create and customize your ideal form once and send it as many times as you need. Just add your desired form fields, assign signer roles, and collect signatures with ease. Save time with our flexible build-and-send document structure. Add your document and signers to an approval flow — then instantly upload the signed documents to your cloud storage account with our powerful online storage integrations. Stay on top of your document’s status with Jotform Sign inbox. You can get instant notifications about signer actions, send reminder emails, download signed documents, and much more from one central location.
    Starting Price: $34 per month
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    XignDoc

    XignDoc

    XignDoc

    XignDoc is an electronic signature and document signing platform designed to help businesses collect legally recognized signatures on Word documents and other important files. Users can upload documents, add signers by email, place signature fields, send files for signing, and monitor progress through real-time status updates. Signers can type, draw, or upload their signatures, allowing organizations to support different signing preferences without printing or scanning documents. The platform includes document management, cloud-based storage, audit trails, reminders, identity verification, bulk sending, branding, and integrations with tools such as Microsoft Word and Google Drive. XignDoc uses encryption and compliance-focused controls to help protect sensitive information and support electronic signature requirements in the UK and other markets.
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    ReadySign
    ReadySign is an eSignature software solution designed to help organizations send, sign, and manage documents quickly and securely. It allows users to create custom forms and reusable templates for common documents like contracts, NDAs, and agreements. The platform supports bulk sending and AnySign links, making it easy to collect signatures from multiple recipients efficiently. ReadySign provides a centralized dashboard where users can track document status, send reminders, and manage signing workflows. It also includes secure document storage with role-based access controls and audit trails for compliance. The platform ensures legally binding signatures while meeting standards such as ESIGN and UETA. Overall, ReadySign simplifies document signing processes, reduces delays, and improves productivity.
    Starting Price: $6/user per month
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    Pype

    Pype

    Pype

    Pype’s suite of construction software solutions elevates your efficiency from preconstruction through closeout. AutoSpecs gives you immediate access to action submittals, product data, and more during precon. Throughout project planning and takeoff, the versioning tool easily keeps track of changes between multiple versions and identifies added, removed, and modified requirements. Automatically scan drawings for submittals, schedules, and more with SmartPlans, utilizing advanced Pype AI to identify potentially missing submittals. At the end of your project, use Closeout to automate the document collection process before turning over a polished and branded package to your client. As part of Autodesk Construction Cloud, Pype rounds out a comprehensive tech stack by automating critical workflows, reducing risk, and helping break down data silos across your entire project portfolio.
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    Contraktor

    Contraktor

    Contraktor

    Digital Signature and Contract Management. Speed, Security and Legal Validity. The fastest way to securely create documents, send them for signature and manage contracts. Digital Signature and Simplified Digital Contract Management. Creation and Editing of Digital Contracts. Creating, editing and importing contracts has never been easier! In a matter of minutes your contract is ready. Digital, Electronic and Hybrid Signature. Electronic and digital signature with security and legal validity. Contracts, Deadlines, Processes and Financial Management . Tracking your contract information in real time is now a reality. All steps in one place! The most complete platform on the market. From creation to document storage. Track in real time the status of all your digital contracts. Filter by date, status, subscriber. Sign in batch. Integration with new Pipedrive Add information from your Pipedrive leads to your documents on our platform. And when documents are signed, your leads
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    DocStar

    DocStar

    DocStar

    Manage all your content easier and smarter with DocStar ECM and DocStar AP Automation. Scalable, collaborative, and feature-rich, DocStar ECM empowers growing businesses to make better and smarter business decisions and to deliver quick ROI with intelligent data capture, smart workflows, and retrieval and deep business insights. Available as a cloud-based service and on-premises solution, DocStar ECM allows teams to work more efficiently, anywhere and anytime, using any device. The solution can also be integrated with accounting, ERP, HRIS, EMR, and other business applications. Document management and automated AP solutions in the cloud or on-premises. Powerful, affordable, easy to use. Empower your team with DocStar AP Automation. Learn all about automating accounts payable with AP360. Create and process secure, easy to use e-forms to capture, verify, approve, and integrate data with core business systems.
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    Expiration Reminder

    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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    Signority

    Signority

    Signority

    Signority automates the eSignature process & reduces document management costs – enabling you to better focus on your business. Upload and Securely send documents for electronic signature with only a few clicks. Our intuitive design allows you to send documents with minimal effort. Recipients receive, review and electronically sign documents. Documents are accessible anytime & anywhere via mobile or desktop devices. Verify your document’s status, automate reminders, view audit trails, and store securely in Signority’s document management system. Simplify signing for your documents and contracts. Easily create complex eSignature workflows. Quickly collect information with forms using Signority’s LinkSign. Manage large numbers of submissions with easy-to-read reports. Gather acknowledgement forms from hundreds to thousands of employees with just a couple clicks.
    Starting Price: $8.00/month/user
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    Docsmore

    Docsmore

    Docsmore

    Organize your business documents your way. Pre-fill with data, create workflows, e-sign ready, extract underlying data and launch next document based on logic you set and data-filled on the previous document. Makes it so simple that you can finally focus back on your business core and not worry about documents no matter how complex it is. Do it yourself. Upload, configure, and send your documents your way without needing your "web guy". Mobile-Friendly, whether it is a single-page document or 100 pages. It's so easy, we call it "cave man certified" . Virtually, no training is required. This is DIY (Do It Yourself) at its best. Arrange your documents in the logical flow that speaks to your business. Streamline all document processes on one safe and secured platform and track the status of every file on our comprehensive management dashboard so you can make the most of your valuable time at work.
    Starting Price: $22 per month
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    Falkon Sign

    Falkon Sign

    Falkon Systems

    Falkon Sign is a secure eSignature platform that enables businesses to send, sign, and manage documents digitally with speed and reliability. Users can upload documents, add recipients, place signature fields, and send agreements within minutes through an intuitive interface. The platform supports unlimited documents, signatures, recipients, and users without per-envelope fees, making it scalable and cost-effective. Falkon Sign includes email OTP verification to authenticate signers and tamper-evident audit logs to track every step of the signing process. Cryptographic hashing ensures document integrity, while all data is stored in US-based data centers for compliance. Additional features include reusable templates, real-time status tracking, and mobile-friendly signing, making it ideal for legal, HR, finance, healthcare, and operations teams.
    Starting Price: $10/month
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    Koda

    Koda

    Koda Technologies

    Koda is a cloud-based freight management platform for freight forwarders, with a focus on UK operations. It supports sea and air shipments from quoting and booking through customs declarations, tracking, delivery and invoicing. The platform processes shipping documents received by upload or shipment-specific email, extracting information to prefill shipment records for staff review. Users can manage shipment status, monitor missing documents and approaching ETAs, send operational notifications, and share shipment information through customer and overseas-agent portals. Koda also supports freight and duty invoicing, consolidation, sanctions screening, and direct submission of import declarations to HMRC's Customs Declaration Service (CDS). It is intended to centralize shipment administration, document handling and customer communication in one web-based system.
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    swipesign

    swipesign

    swipesign

    swipesign is an eSignature platform for businesses that need to send, sign, and manage documents digitally. Teams can send documents for signature in seconds, track signing status in real time, and store signed documents securely. The platform is fully compliant with eIDAS and major eSignature regulations, making it suitable for legal, HR, finance, and enterprise use cases. swipesign supports multi-party signing workflows, audit trails, and integrates into existing business processes. There is no free version or free trial — it is a paid SaaS product with subscription plans for teams and enterprises.
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    Easy Doc

    Easy Doc

    Easy Doc

    Voucher scanning can be centralized or decentralized at branches, distribution centers, carriers or even at agents. Our intelligent OCR solution automatically indexes the invoice or CT-e in a personalized way for each shipper or carrier. Track the status of deliveries in real time, with start of the trip, delivery forecast, check-in and check-out, personalized occurrence list, evidence photos and clear photos of delivery receipts. Alerts by email or WhatsApp, for monitoring each stage of delivery. Get accurate information by shipper, recipient, carrier, driver, issue date and other custom filters. Manage different access permissions to consult documents. Search filters can be customized to your needs. The document image is also available in TMS or ERP. We capture your scanned documents in other systems, such as: Applications, portals, FTP, folders, webservices, APIs, centralizing all documents in a single repository, regardless of origin, for efficient and personalized management.
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    ProofStuff

    ProofStuff

    ShopWorks

    ProofStuff makes online proofing easy. Automate the design proofing process: Create, send, and approve art proofs, invoices and virtually any other documents online. Email reminders, automated notifications and history tracking, makes the approval process easy for your customers and easy for you. Increase turnaround time on virtually any document that requires approval. Increase customer satisfaction by making the approval process easy. Avoid having art proofs and other documents needing approval from getting lost. Reduce time checking order status, customers can check the status themselves, online, anytime. You have finalized a new design and need the customer’s final approval before proceeding with production. You send an email notification to the customer so he can review the proof online and instantly approve it. To increase turnaround time on the approval process, we replace the traditional signed and faxed order approval.
    Starting Price: $75 per month
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    Innodox

    Innodox

    Innodox

    Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems!
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    Clausign

    Clausign

    Clausign

    Clausign is an e-signature and document management platform that helps freelancers, contractors, small businesses, and law firms manage digital agreements. Users can send contracts and NDAs, collect electronic signatures, securely share documents, track document activity, and keep completed agreements organized in one workspace. Clausign supports signing workflows, secure sharing links, document status tracking, audit records, and agreement management.
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    Tessi

    Tessi

    Tessi

    Be it post, SMS, e-mails, online forms, incoming calls, etc.: Your interaction channels and customer communication media are multiplying. Continue to digitize your documents to make them easier to use for your employees and business applications. There are so many benefits: reduced costs, improved reaction times for customers, and overall agility. Whether for your post room or documents specific to your business sectors, Tessi’s offering centralizes all your incoming digital or paper workflows in a unique capture and processing platform. Discover our solutions for multi-channel scanning and capturing, automatic document reading and sorting, automated email management, extraction and automatic control of supporting documents, and more. With new OCR/ICR technologies, automation and semantic analysis, we optimize the reading, extraction, indexing and classification of your various documents.
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    Doc Scan

    Doc Scan

    IFUNPLAY

    Scan and OCR documents to produce high-quality images. Enter texts, fill forms, sign, draw, collage, and send. Instantly scan multi-page documents and send them out on the go. Sign and email business contracts and fill forms on the road. Convert notes, sketches, and business cards to digital copies. OCR / Recognize text from scanned images and export results as txt or Docx files. Create meeting minutes or memos from whiteboard discussion. Scan QR codes from camera or photo albums to open URL, phone calls, emails, and add contacts, etc. Transfer all your documents from one device to another. Auto-detect document borders from a picture and capture images. Enter texts to fill forms, highlight, annotate, or sign on the scanned image. Save your time to name new files in advance. Create your own naming rules.
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    AltaSigna Enterprise

    AltaSigna Enterprise

    Odyssey Technologies

    Bulk document distribution is a necessary process across many industries including banking, finance, broking, insurance, etc., for sending account status information to clients. When the distribution is paper-based, the process of printing the documents, addressing and mailing them becomes very costly and tedious. Often, it takes days to send out a particular batch of communication through the postal system, and even more time to take care of returned mails. AltaSigna enables businesses, irrespective of industry, to move to an electronic document distribution system wherein the business will be able to create documents, digitally sign them, encrypt them and dispatch them without the need for making changes to the business’ existing infrastructure.
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    Docflare

    Docflare

    Docflare

    Docflare is a straightforward e-signature tool for the everyday paperwork small businesses and freelancers actually send - contracts, offer letters, NDAs, and release forms. Upload a PDF, drop in signature and date fields, and send it out. Recipients sign in their browser with no account and no app to download. You see the status of every document in real time and know the moment each party opens and signs. Completed files are sealed as tamper-evident PDFs, so you keep a clear record of who signed what and when. Docflare keeps signing simple: a free plan for light use and a flat $19/month plan with unlimited documents. It's a lighter, lower-cost alternative to heavyweight platforms like DocuSign for people who just need documents signed and returned quickly.
    Starting Price: $19/month
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    DocsTrail

    DocsTrail

    Arccus Inc

    DocsTrail is an all-in-one e-signature software and digital document workflow solution designed to streamline electronic signing and document processes for modern teams. Users can quickly prepare, send, and sign contracts, agreements, and files securely from any device. Features include secure encrypted signing, automated reminders, multi-signer workflows, full audit trails, real-time status tracking, and integration with existing tools. The platform supports various document formats including PDF, Word, and images. DocsTrail enables businesses in HR, real estate, education, and other sectors to improve productivity, compliance, and document control.
    Starting Price: $14.99/month
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    Genius Scan

    Genius Scan

    Genius Scan

    Your employees are always in the field, collecting important documents from your customers. By scanning them with Genius Scan, you can get those documents to the headquarters instantly. Genius Scan's business-grade export options and batch scanning features will save you time. Don't wait for Spring Cleaning to unclutter. Scan all your mail and important documents. Archive them to your favorite cloud service or back them up with Genius Scan's Genius Cloud. With Genius Scan, snap a picture of that receipt and save it. Once your business trip is over, you have a PDF document with multiple receipts that you can send to the accounting department. Or you can rely on our integration with expensify. Your artistic side kicked in: you want to scan a music score or tweet a sketch you've just done. Give a try to Genius Scan's high-resolution scans and flexible export options.
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    PDM

    PDM

    Pibas

    pibas’ document managment [PDM] module is a user-friendly electronic document management system that follows the four eyes/two-person rule. PDM allows the user to add, manage, store and edit information and/or documents in a secure paperless environment. To ensure the highest level of security, all documents uploaded into the system are heavily encrypted. Furthermore, with the stamp management feature in PDM, managers will be able to stamp the documents scanned into the system like their old paper counterparts once were. In addition to making the documents easy to access for various users simultaneously, PDM aids in increasing efficiency through its automated email notification feature. The system automatically sends out email notifications for documents that are nearing their expiry dates to inform the client that the document needs to be updated, e.g: National ID card.
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    Spindle Document Distribution
    Send batch invoices or other documents by email, print, fax or to archive depending on customer preference. Automatically apply a branded template to enhance your corporate identity and add promotional messages. Advertising messages can be tailored specifically to customer groups within your accounting system. Attach and send any document type, such as invoices, statements, or remittance advices to any contact type, internally or externally. Password protect sensitive information and digitally sign PDF documents using digital certificates (using advanced Adobe CDS Digital ID). Include additional documents with your electronic correspondence such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters etc.
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    PaperTrail

    PaperTrail

    Egis Software

    Document management designed to fit your business. Spend less time managing paper and more time focusing on your business. Save time with quick and easy access to all of your data. Search, retrieve, and send documents without ever touching a piece of paper. Route your documents to the right people at the right time. Be up and running with out of the box technology. Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done. You need a system that keeps every document in its place. PaperTrail is a powerful electronic document management system that supports and organizes your critical business processes. Spend less time managing paper and more time managing processes. Automate business operations ensuring compliance and increase efficiency. Customizable workflows and powerful form capability. Allocate incoming correspondence to initiate business procedure. Collect critical data for customized reports and intelligent searching.