Alternatives to Pipefile
Compare Pipefile alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Pipefile in 2026. Compare features, ratings, user reviews, pricing, and more from Pipefile competitors and alternatives in order to make an informed decision for your business.
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1
onPhase
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. -
2
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.Starting Price: $829/mo -
3
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.Starting Price: Free -
4
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. -
5
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 -
6
Dropbox Sign
Dropbox
eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.Starting Price: $20 per month -
7
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 -
8
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. -
9
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 -
10
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 -
11
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 -
12
ezidox
ezidox
ezidox™ is an 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 needed 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 -
13
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 -
14
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 -
15
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 -
16
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. -
17
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 -
18
AlphaTrust e-Sign
AlphaTrust
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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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 -
20
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 -
21
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. -
22
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. -
23
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. -
24
ImportFeed
ImportFeed
Your customers send documents using their preferred method and get status in real-time. Incoming documents are automatically organized for fast processing. Document processing tools and direct customer feedback help you get things done faster. Customers send their documents and receive status once processed. Find the documents you need by customer, date, or status. Let your customers securely access their documents. View previous document versions and track changes. Customers send documents, take pictures, or forward emails, from any device. Your incoming documents form into one actionable list. Find documents by client, date, or status. One-click to scan and send pictures using a smartphone. Each one of your customers has a dedicated email address to forward emails. A secure customer portal where customers can quickly locate their documents.Starting Price: $89 per 3 users per month -
25
DOKKA
DOKKA
DOKKA is an accounting Add-On that will give you Accounting Automation Superpowers. Everything You Need to Collect, Process and Archive Invoices and Bills EfficientlyStarting Price: $150 per month -
26
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 -
27
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. -
28
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. -
29
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 ManagerStarting Price: $30/mo/user -
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Consilio Complete
Consilio
As a global leader in legal consulting and services, Consilio is committed to helping propel our clients further with proven solutions & expertise. The culmination of multi-year, multi-million dollar investments, Consilio Complete is a proven end-to-end legal services & technology platform bringing together world-class expertise, innovations in technology & data, along with robust workflows. Eight capabilities are tightly integrated to drive efficient outcomes, reduce client risk & control cost for investigations, eDiscovery and workflows -all designed to deliver as one complete experience. Powerful modules working together to form a robust experience ― proven to perform by the world’s most rigorous law firms and global corporations. Proven expertise across practice types, challenges and industries delivering at scale for clients of all sizes. Fully supported by a full-stack of seasoned experts — from data operations engineers to analytics experts. -
31
Qualia
Qualia Labs
Qualia is the leading digital closing platform used by real estate professionals, lenders, and homebuyers in the United States. Processing real estate transactions for millions of consumers each year, our technology brings together users from across the real estate ecosystem to coordinate every step of the closing process through a secure shared platform. Built by a diverse team of experts from across the tech, finance, and real estate industries, Qualia combines an enterprise title and escrow production platform, nationwide vendor marketplace, and online closing room for consumers to create a secure, seamless home buying experience for all. -
32
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
33
Liscio
Liscio
If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule. -
34
Patrivox
Patrivox
Patrivox is a European cloud platform that transforms collections of PDF documents and scanned archives into a fully searchable, AI-powered knowledge base. It allows organizations to upload large numbers of documents, individually or in bulk, and automatically processes them using advanced optical character recognition and artificial intelligence to extract text and identify important entities such as people, places, and organizations mentioned in the documents. Once processed, the platform enriches documents with metadata and links them together in an interactive knowledge graph, revealing relationships between historical records that would otherwise remain hidden. Users can explore their archives through instant full-text search with typo tolerance, advanced filters such as date or document type, or by asking natural-language questions through an AI chat interface that returns answers with exact source citations.Starting Price: €29 per month -
35
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.Starting Price: $55 -
36
SendNow
SendNow
SendNow is a secure document sharing and analytics platform built for financial professionals, sales teams, advisors, investors, and businesses. Share pitch decks, proposals, reports, financial documents, and other sensitive files through secure, trackable links. SendNow provides page-by-page engagement analytics, real-time open notifications, access controls, password protection, email verification, link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, audit trails, branded document experiences, custom domains, and secure client and deal rooms. SendNow helps teams understand who viewed their documents, which pages they read, how long they spent on each page, and when they returned. The platform is designed for secure client communication, fundraising, investor relations, sales engagement, due diligence, and financial workflows.Starting Price: $9/month -
37
WikiPro
WikiPro
Easily collect reviews, convert leads, set up appointments, get paid faster, run surveys, and more. WikiPro makes it easy for businesses to request reviews. Customers can complete reviews within seconds by texting. Texting is the most effective and immediate way to collect customer reviews. Send invoices and get paid instantly with WikiPro! Send invoice to customers via a simple text message. Customers provide their payment method through text messaging and WikiPro will process your payment instantly and free of charge. Fully configurable reminder text will keep your appointments on time! WikiPro's appointment reminder tool helps to eliminate no-shows and late arrivals by 90%. WikiPro automatically sends reminders by text, email or phone call. Customers can sign any document right on their phone! Contracts and agreements signed at your clients finger tip. WikiPro provides secure and easy-to-use digital signature allowing you and your team to get important documents signed anywhere.Starting Price: $50 per month -
38
SendTurtle By Phalanx
SendTurtle (by Phalanx AI)
SendTurtle helps you close deals faster and with insight. Get everything you need from sign to close with document eSignature, secure sending, and post-send page-by-page analytics. SendTurtle’s DeepIQ AI gives you the ultimate insight into the documents you share and receive. Know what happens after you hit send with page-by-page analytics. Track views, clicks, dropoffs from heatmaps, and engagement summaries. Uncover intent, and stay in control of every document. With just a few clicks, you can confidently send sensitive information and see the performance of decks, proposals, etc. Whether you're sharing sensitive data with clients or collaborators, SendTurtle helps you make smarter business decisions. Get started in minutes - no demo required.Starting Price: $29/month/user -
39
Secure Exchanges
Secure Exchanges
The easiest secure platform to exchange, retrieve or even sign confidential documents (up to 2.5G of files per email) without compromising sensitive information inside and outside your organization. Our technology offers its users the possibility to add layers of security to their emails exchanges by limiting the number of times they are read, their lifespan or by adding SMS codes or passwords to be sent to their recipients with ease. Because today's online world is a highly vulnerable environment, choose an innovative and secure tool that is unique in the world of computer security. Whether you want to send or receive emails containing large, confidential attachments or documents to be signed. Exchange passwords, credit cards, financial statements, tax returns, incident reports or any information you deem confidential via email. Our technology is there to serve your organization.Starting Price: $0.99 per user per month -
40
BreezeDoc
BreezeDoc
BreezeDoc is a user-friendly e-signature platform that simplifies the process of obtaining signatures for contracts, agreements, and various documents. Users can upload documents, define fillable fields such as signatures, initials, and text boxes, and send them to one or multiple recipients with ease. It offers free templates and provides real-time updates on document progress, including recipient activity. Additionally, BreezeDoc enables users to send reminders and automatically dispatch finalized documents, streamlining the entire signing process. Starting Price: $29 per month -
41
BunnyDoc
BunnyDoc
BunnyDoc is an eSignature solution designed to streamline the process of signing documents, offering efficiency, security, and adherence to legal requirements. By using our solution, you can save valuable time while ensuring that all signatures are legally binding. It provides convenient features such as monitoring signature progress, sending reminders, and enabling collaboration with your team. Additionally, all signed documents can be accessed and managed in one centralized locationStarting Price: $0 -
42
FusionPro Creator
FusionPro
Whether you are in financial services or insurance businesses, effective client communication is mission-critical. FusionPro can help you build brand-aware, highly customized material for print and digital delivery. If your business depends on the accurate delivery of millions of labels and tags daily or weekly, FusionPro can help you customize coupons for mailing and mobile delivery. As a mid-size financial institution or municipality, FusionPro Server allows you to automate time-sensitive, high-volume, recurring bill and statement generation. FusionPro allows you to automate with speed and accuracy, creating everything from engaging personalized communication to data-rich business documents in a faster, smarter, and more cost-effective way. Develop efficiency across your operation with features to reduce production time, and mailing costs and bring customer jobs and data in more fluidly.Starting Price: $1,500 per year -
43
Dropvault
Apptimi
DropVault is great team collaboration and document sharing which overcomes the limitations of email and also doesn't risk your privacy. We let you, your team and your customers share sensitive documents, collaborate, comment, add tasks and reminders in complete privacy. Everything you, your team or your customers share on DropVault is encrypted and secured so your data is protected. Encryption can be difficult to use and you worry about losing or sharing the key. DropVault takes care of these problems with a great, easy-to-use app that just requires a team member or customer to enter their password. We then retrieve the key and decrypt your documents and messages. We also give you the option to add ever better security, add in trusted (or blocked) locations, enable two factor authentication on any account, require strong passwords and much more. It's sharing with security that makes sense.Starting Price: $10 per month -
44
Tungsten Power PDF
Tungsten Automation
Tungsten Power PDF provides everything you need to create, convert, edit, share and e-sign PDF files. Tungsten Power PDF is an award-winning PDF editor designed to be easy to use, secure, and low cost. Enjoy a familiar, Office-style interface that gets you creating, converting and compiling your PDF documents in just minutes. With advanced functionality, powerful security, and redaction capabilities, Power PDF is built for individuals and businesses of all sizes. Office-style interface optimized for Windows 10 desktop and Microsoft Surface, as well as Mac OS Big Sur. Create, edit and convert PDF files to and from Word, Excel, PowerPoint, JPG, HTML and more. Buy once and own forever for all the features you need. Add secure encrypted passwords and permissions, as well as redact sensitive info and private metadata.Starting Price: $179 one-time fee -
45
Discus Greenbox
DiscusIT
Greenbox is a remarkably unique document management system with an advanced integrated business process management system. It is a Document Management System that helps in storing, tracking, retrieving and managing documents while having centralized access. Anyone and everyone with permission can access a file irrespective of where they are. The system takes care of complete safety and confidentiality of the documents and is designed to simplify the otherwise complicated operations. Greenbox allows the user access to a variety of features like unlimited folders and subfolders, universal content search, Solr OCR/text search inside an image, document versioning and restoration, granular access control and advanced document control feature. Document approval workflow, smart handling of metadata, and an attractive price bracket are some of its most notable features.Starting Price: $9.00/month/user -
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ByteScout PDF Extractor SDK
ByteScout
PDF Extractor’s high-performance engine works flawlessly under pressure, making it an ideal solution for processing large quantities of PDF reports, indexing large PDF libraries, and more. No matter how complex your PDF document’s structure is, you’ll find that PDF Extractor is easy to use and integrate into your existing systems seamlessly. PDF Extractor can process damaged files that have a complex structure, can repair malformed text that otherwise would need to be processed manually. Full set of advanced tools: turn scans into searchable PDF, split and merge PDF, remove text, analyze, find, detect and remove sensitive data and personally identifiable information (PII) from PDF and scanned documents. Extracts tables and text objects from PDF to Excel with .XLS and .XLSX as output. -
47
ProofEasy
ProofEasy
The ideal tamper-proof documents solution for organizations of all sizes - great for legal, real estate, financial, and bank-related contractual documents. ProofEasy provides a safe and secure interface to send and receive documents in a secure manner without requiring enterprise-level software. Use ProofEasy and stop document fraud. Real-time QR code scanning leads to a highly trusted reference point for verification. To verify, just scan the QR code using any scanner like Google lens. The original uploaded document will be displayed. You can validate your copy against the original document. We bring secured verifiable transparency to your electronic and scanned documents, be it certificates, legal & financial collateral, reports, or any other sensitive document and prevent them from any form of tampering. We help you in taking out the burden of the need of a 3rd party verification by creating a reference point for verification on the immutable blockchain-based document verification.Starting Price: $19 per month -
48
PDF Editify
PDF Editify
PDF Editify is an online platform offering tools for filling, editing, signing, and creating PDF forms, designed for ease of use and accessibility. ✨ Key Features Fill PDF forms online Edit existing PDF documents Add digital signatures to PDFs Convert scanned PDFs to searchable ones using OCR Redact sensitive information Create fillable PDF forms 💡Use Cases Completing job applications or official forms Editing business documents on-the-go Signing contracts or agreements digitally Protecting sensitive data in shared documents Creating custom forms for surveys or data collectionStarting Price: $10/month -
49
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 -
50
Oxtrys Innovate
Oxtrys
The Oxtrys Innovate Document Management System is a secure, cloud-based software designed to simplify office and employee record management for businesses and industries. It enables efficient handling of sensitive employee information by offering a centralised, well-organised structure for storing all documents in one place. With features like quick retrieval, automatic reminders, and secure access, it ensures accuracy, compliance, and time-saving management of employee files. The system reduces manual workload by automating routine tasks such as document updates and expiry alerts, helping HR departments stay on top of important deadlines. Whether managing a small team or a large organisation, this software enhances productivity, improves data security, and supports seamless access to critical employee information anytime, anywhere. It is an ideal solution for organisations looking to digitise and safeguard their document management process.Starting Price: $15/month
