Alternatives to ProDeal

Compare ProDeal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ProDeal in 2024. Compare features, ratings, user reviews, pricing, and more from ProDeal competitors and alternatives in order to make an informed decision for your business.

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    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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    Morningmate

    Morningmate

    Morningmate

    Work management and collaboration made easy and flexible for all teams across your organization. Essential work tools made simple. - Collaborate on a customizable work feed display that organizes all of your work posts chronologically like a social feed, making it easy to surf through projects and tasks seamlessly with everyone. - Forget about lost documents and constant resending of work. Attach important files and information on a post, pin it to find it quickly, and engage with the team directly through comments to get their feedback. - Schedule physical or virtual meetings by adding a location, video conference link through Zoom or Microsoft Teams integrations, and even set up reminder notifications so you never miss an event. - Invite external collaboration in projects through email or link for streamlined team work. Whether it’s through web, desktop, or mobile, stay connected until the work is done. Sign up for free and try it out for yourself!
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    Moxo

    Moxo

    Moxo

    Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang.
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    ClickUp

    ClickUp

    ClickUp

    ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team.  Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.
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    Starting Price: $5/user/month
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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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    SearchExpress

    SearchExpress

    SearchExpress

    Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.
    Starting Price: $39/user/month Cloud.
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    Next Matter

    Next Matter

    Next Matter

    Next Matter is the no-code automation platform that runs operations for you - no more spreadsheets, chat, meetings, or email required. Replace the grunt work of operations with automated processes that bring teams, instructions, tools, customers, and suppliers together in a single platform. Managers build reliable, automated processes in minutes, with no-code or experience necessary. And teams execute work seamlessly, with everything they need to do the job, and no extra input required. Bring processes, teams, tools, customers, and suppliers together so operations can run easier and more confidently—all in a single platform. With data, instructions, and tools all in one place, delivering work has never been easier. Implementation is fast and easy, with no extra training required. Setup in minutes with no-code, drag-and-drop process builder and operations-ready templates.
    Starting Price: $18 per user per month
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    Formplus

    Formplus

    Formplus

    Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.
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    Starting Price: $25.00/month
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    Boombirds

    Boombirds

    Softborne Technology Solutions Pte Ltd

    Boombirds is a cloud-based SaaS digital platform helping Professional Firms to avoid the chaos of their day to day operations, and focus on growing their business. Designed for business users, no technical skills required, Boombirds empowers you to rapidly transform your manual processes into unlimited, actionable, procedure-based workflows in minutes. The ideal solution for remote teams. Never leave money on the table again with all activities automatically time-logged so you can easily report on productivity of employees and hours spent for billing clients. Boost productivity, spot bottlenecks, eliminate waste & ultimately free up your time with a bird’s-eye view of your operations via multi-dimensional Kanban-inspired smartboards. Guarantee accountability & compliance with your operating procedures using your own defined steps, checklists & meaningful data capture. Invite customers, provide status visibility, collaborate contextually, & collect feedback with ease.
    Starting Price: $5 per user per month
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    Laserfiche

    Laserfiche

    Laserfiche

    Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.
    Starting Price: $500 one-time payment
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    Safelink

    Safelink

    Safelink

    Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.
    Starting Price: Free
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    BlueRelay

    BlueRelay

    Indellient

    Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.
    Starting Price: $10.00/month/user
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    Fabasoft Approve
    Large-scale projects often involve orders that each generates thousands of technical documents that you and other stakeholders need to review and approve, things like dimensional drawings and 3D models. Fabasoft Approve integrates you, your suppliers, and your customers into automated transmission, review, and approval processes that minimize manual work and increase transparency. Have access to the very latest plans and documents. In keeping with the single source of truth principle, all your data is securely stored in one central location in Fabasoft Approve, where it is accessible to you at all times. Never miss a deadline again. With Fabasoft Approve automatic alerts remind you and everyone involved in the process to finish their tasks on time. Replace manual tasks with automated processes. Fabasoft Approve puts an end to tedious, time-intensive document searches and endless document tracking.
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    Prospr

    Prospr

    Prospr

    Connect the team from the frontline to HQ. Streamline communication for smoother team operation. Turn multi-location team scheduling into a 15-minute to-do. Easy & automated scheduling & time & attendance. Lead from your mobile phone & connect the organization from Frontline to HQ. Experience the full power of Prospr. Schedule, communicate & operate in one mobile app. All schedules & shift management features. Drag & drop auto-scheduling. Sub-management & shift swaps. Shift pick-up pool, quick-fill shift shouts. Payroll forecasting. Create and edit shifts on mobile. Businesses use Prospr to boost employee engagement, satisfaction & productivity while reducing costs, compliance risks & liabilities. Assign shift tasks & notes. Geo-fenced time & attendance. Open/close checklists, in-app resource center. Onboarding support, employee e-sign. Facilities & service ticketing. Compliance confirmations and pre-shift surveys. Custom back-end reporting.
    Starting Price: $5 per month
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    Droplet

    Droplet

    Droplet

    Droplet makes digital transformation easy with robust forms, streamlined workflows, and data-driven insights. Digital forms and smart automation rules connect teams and departments like never before. Shared to-do lists and ping-ponged emails are replaced by hands-free automation. Validated data is always clean and automatically delivered to important systems. No more manual data entry or user errors. Droplet brings together everything you need to manage the data and requests that power your organization. Everything you need to power processes for human resources, finance, information technology, and everything in between. Operational inefficiencies prevent you from focusing on high-impact strategic work. Integrating your work from start to finish frees you up to focus on what you do best. One central location for requesting, tracking, and learning from data means less context switching and more collaboration. Keep everyone in the loop without all of the calls and emails.
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    Fluix

    Fluix

    Readdle

    Digitize. Automate. Transform. Bridge the gap between your field and office with Fluix mobile-first workflow management software. Businesses around the globe have already optimized their processes with document workflow software Fluix. Quickly fill out any form required in your daily operations — from inspection reports, purchase orders, and invoices; to expense reports, time cards, sales contracts and hiring packages. Fluix’s built-in annotation capabilities makes PDF form filling more efficient — increasing productivity of your field team and optimizing your operational workflow. With Fluix, any kind of inspection, review and approval tasks can be completed in minutes. A two-week workflow cycle is now just a few taps away. Ability to review inspection documents from the field worker who is miles away on site. Signing urgent contracts with customers on the iPad and even iPhone.
    Starting Price: $20.00 per user per month
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    Easyflow

    Easyflow

    Easyflow

    Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.
    Starting Price: $9 per month
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    Flowdoh

    Flowdoh

    Enadoc

    Flowdoh is a business process management (BPM) and workflow automation solution that redefines organizational collaboration through optimized automated processes using a low-code workflow engine. This allows fast workflow building and business process automation without the costly and tedious procedures. Flowdoh fully integrates its own document management platform which serves as a secure vault for confidential information. Eliminate paper forms and easily digitize files from multiple sources: mobile, scanner, email. Comply with data privacy and international audit standards. Revise existing processes on the fly, and rapidly deploy new apps in hours. No need to wait for days to build simple workflows and integrate into core applications. Visualize, map, plan, and deploy processes through easy drag and drop. Collaborate across teams to build the perfect workflow for your business. Easily monitor initiated workflows, maintain audit trails.
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    workstreams.ai

    workstreams.ai

    workstreams.ai

    Delightful simplicity combined with a mix of collaborative tools & productive focus. We improve your cross-departmental collaboration, bring improved transparency and remove isolated silos. Aligned teams are more productive and happier. No matter the amount of tasks and people, Workstreams.ai keeps things smooth and functional. Don't miss a beat nor an update, regardless if you're onboarding your 10th or 1000th employee. Everyone can start in a jiffy. Going from email to Salesforce, to Trello and Excell and back gets tedious pretty fast. That is even before you reach the endless different file sharing tools your team uses. With Workstreams.ai you eliminate clutter in a single sweep. All your potential opportunities, discussions, task details and files are in a single place, readily available. Switching contexts is a drag. It also directly contributes to lost time and drifting focus. Workstreams.ai places your Kanban taskboards and workflows directly where your team communicates.
    Starting Price: $9.99 per month
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    Comm'ant

    Comm'ant

    Comm'ant Nederland BV

    Comm'ant is a BPM & QHSE management system (SaaS/Cloud/On-Prem) Comm'ant Process & Forms is used for integrated process management, quality management, continuous improvement (PDCA/DMAIC). Comm'ant improves the collaboration and results: People / Process / Performance Key functionalities: 1. Process-chain structuring, process modeling, input/output mapping, process documentation 2. Process controls mapping (IT, HR, CPI's, Standards, Risk and Control, Knowledge) 3. Secure access (SSO / MFA / MS Azure AD sync) 4. Personal and job related information (MyComm'ant) 5. Multi language & automatic translation (via deepl.com over) 6. Single company management system / corporate multi-site management systems 7. Registration tools, case management tools with workflow, actions, notifications, reporting, dashboard. (no-code apps)
    Starting Price: €210 per month
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    Claris Connect
    Digital transformation starts with flow. Escape from app chaos by bringing your everyday apps together to create automated workflows. Streamline your business. Supercharge your innovation. Your one platform for thousands of uses. Simplicity and power are no longer a tradeoff. Just point and click to pick the apps you want to connect, select triggers and actions, and now your apps are working for you. Automate in minutes, not days. Really. All of your apps and flows work together. Integrate both cloud and on-premise apps into a seamless workflow — including custom apps built with Claris FileMaker. Even use device-to-cloud integrations from your phone. Claris Connect is built on Claris Core. This means our DevOps, CloudOps, and SecOps teams work to ensure you have the latest technologies and strongest security. We include end-to-end encryption, HSM key management, OAuth, MFA, AI-based threat protection, and more. Connect with confidence.
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    WorkflowFirst

    WorkflowFirst

    RiaForm Technology

    A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.
    Starting Price: $99 one-time payment
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    Ruum

    Ruum

    SAP

    Coordinate with internal and external stakeholders, follow upon campaign budgets, share updates with agencies, and coordinate company occasions. Increase efficiency of logistics, create and maintain clear and effective supply chain methods, coordinate teamwork across planning and execution. Manage services in parallel, coordinate Requests for Proposals, Proof of Concepts, and customer escalations with full transparency. Create hiring plans, manage and organize interviews, onboard new employees, and coordinate employee programs with other departments. Manage project-based sales, oversee key milestones, deliverables, and contacts; close more deals faster and duplicate across accounts. Gather and discuss data, share ideas for action plans, manage responsibilities, and implement more data-driven business activities. Get an overview of all open projects and tasks at one glimpse.
    Starting Price: $10 per month
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    Zapendo

    Zapendo

    Zapendo

    Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.
    Starting Price: $12 per month
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    Questmate

    Questmate

    Questmate

    Questmate enables teams and individuals to get done more with less, all by the power of Quests 🚀Quests provide automation and rigor to manual processes 🤖👷 Reducing errors and risks and ultimately removing stress while getting things done 🥳 Scaling from small teams to teams of teams, Quests can power everything from onboarding experiences and operational checklists, to your deal closing procedures, product development processes and assembly line flows. Check out our Quest Library for even more ideas, it’s growing every day. Use-case example: Visitor Management: Welcome your visitors with a professional and intuitive sign-in system that you can setup in less than 5 mins in 3 easy steps: 1. 🗣️ Add your company name and choose where you want notifications to be sent. 2. 💄 Customize your sign-in flow with custom questions, and even links to external sources like an NDA agreement. 3. 🔗 Make your sign-in quest public
    Starting Price: $25 per month per user (Team)
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    Workflow Engine

    Workflow Engine

    Workflow Engine

    Workflow Engine is the perfect solution if you are dealing with business entities life cycle management in a project. Using embedded drag&drop designer you can create processes in your system and manage your workflows via a simple API. The basic set of elements allows business users to modify workflow schemes themselves. You can integrate Workflow Engine as an embedded component or via REST API. Common business processes that require someone to sign off on the data at a certain stage. An approval workflow is a logical sequence of tasks, including human approvals and rejections, to process data. Requiring managers to sign off can require an endless series of emails or messages to verify the status of various processes. Automating the workflow will save time and money. Workflow Engine supports SQL and NoSQL databases. You can also choose providers for MS SQL Server, SQL Azure, PostgreSQL, Oracle, MySQL, MongoDB, CosmosDB and Redis.
    Starting Price: $5.00/one-time
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    Tallyfy

    Tallyfy

    Tallyfy

    Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy.
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    CheckFlow

    CheckFlow

    CheckFlow

    CheckFlow is a SaaS application that businesses use to create and manage their processes using powerful checklists. Processes are created using a no code drag and drop designer. There is a wide range of clever controls designed to meet every need. It is easy to set up advanced workflows with features such as dynamic due dates, automated task assignments, halt tasks, conditional logic and checklist parameters. Collaboration is made easy with task comments, assignments and an in-built email notification system. All updates are synchronized across your team instantly ensuring an accurate view at all times.
    Starting Price: $10/month/user
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    Workd

    Workd

    Workd

    Get work done. Strengthen your distribution team with improved collaboration, efficiency, and productivity. No more uninformed purchase decisions, forgetting to start or finish tasks, losing paperwork, or deciphering messy spreadsheets. Workd is all-in-one, complete ecosystem that manages inventory, sales, and the company. Adjust permissions on a per user basis. Control how they interact with screens and data. Set goals and KPIs to maintain accountability. Easily design and build your current workflows utilizing custom workflows. Quickly access and view all of your established workflows from anywhere on the platform. Know at a glance how teams are faring and how individuals are achieving their goals with Workd’s easy-to-operate performance reporting features. Modernize your ordering experience by giving your customers a white-labeled e-commerce platform to securely shop online.
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    Sabre Red 360

    Sabre Red 360

    Sabre Corporation

    Bring the entire travel spectrum into view. Sabre Red 360. The smarter workflow that brings you a higher degree of data, content and flexibility. Introducing Sabre Red 360, our most innovative workflow ever. When you access the platform through this portal, you have a powerful travel booking experience that lets you perform in full, brilliant color. Discover a new spectrum of data and traveler visibility. Experience a workflow that delivers rich content, like a consumer travel site, but also gives you the command of the classic blue screen. Sabre Red 360 is our smartest workflow all the way around. And it will change the way your business accesses content, books proposals and develops custom applications. Explore traditional hotelier content alongside available rooms from online travel aggregators. Choose from more than one million properties around the globe – in a new format that makes it easy to compare options.
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    BOOM

    BOOM

    Bangers & Apps

    BOOM is an all-in-one solution for digital companies, from lightning-fast production capabilities to a seamless web-based platform for visual asset management, collaboration, and distribution. Organize your visual delivery pipeline by booking shoots in just a few clicks, either on location or in one of our two European studios, with our flexible automated system that’ll manage your entire production cycle. Reclaim time wasted looking for the right image or video specs. Quickly edit entire shoots, crop and adapt your visuals for use across your digital channels using preset formats and filters. Manage workflows and optimize teamwork by delegating projects, leaving comments to internal or external collaborators, and assigning roles to allow specific members to approve or reject visuals. Distribute your visuals directly from the BOOM platform in seconds with our rapid content delivery network. Reduce your overall bandwidth consumption and deploy your images.
    Starting Price: $52.50 per month
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    Kaholo

    Kaholo

    Kaholo

    Scriptless CI/CD Automation for On-Demand Developer Portals Kaholo is a low-code IT workflow automation tool that empowers Developers to quickly self-serve environments and automate their workflows while giving Operators full visibility and control over compliance, security, and cloud costs. Key Capabilities: - Drag and drop low-code CI/CD pipelines - 150+ pre-built plugins that interact with external resources that anyone can use without proprietary knowledge, or custom-build your own - Orchestrate your existing CI/CD toolset to avoid the inefficient route of rip and replace - Extensive access permissions allow developers to safely work with and execute pipelines autonomously - Automate provisioning, testing, security scans, builds, deployments with various rollout strategies, rollbacks, cleanups, updates, troubleshooting, remediations, migrations, and more. - Integrations with all cloud providers as well on-prem environments
    Starting Price: $99 per month
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    Treeno Workflow Management
    Treeno Workflow Automation solutions eliminate repetitive tasks that often involve time-consuming bottlenecks and paper shuffling. With Treeno’s electronic workflow management tools, you automate each step in your organization’s business processes. As documents and files enter a workflow, they are securely routed to the right people at the right time. Powerful reporting capabilities allow you to monitor and track a document’s progress and anticipate any performance issues before they occur. Your departments are free to handle more productive tasks. Treeno Workflow Management System lets you streamline your repetitive business processes. Treeno Document Management has all the features and functions of an enterprise-class electronic document management system without the high cost. Secure collaboration as documents are routed from one user to another. Workflow management reports identifying performance bottlenecks.
    Starting Price: $50 per month
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    Synergis Adept

    Synergis Adept

    Synergis Software

    Adept Software gives you fast, centralized access to your most important documents in a secure, collaborative environment that saves your business time, reduces risk, and lowers operating costs. Align your company on a common platform—a single source of truth that delivers a unified view of engineering and business content. Empower stakeholders located anywhere to quickly find the right document—regardless of where it’s stored—and improve productivity by 20 to 30%. Avoid expensive mistakes and safety issues by ensuring your workforce always finds the correct version. Improve efficiency and eliminate bottlenecks by ensuring documents automatically follow predefined approval processes. Notifications and time-based alerts keep everything on track. Design reviews and multi-site collaboration are easy with everyone on one platform. Vaults can be replicated so documents are available to everyone locally, and Adept keeps everything in sync.
    Starting Price: $19 per user per month
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    Asset Panda

    Asset Panda

    Asset Panda

    Asset Panda's cloud-based no code solution goes beyond asset tracking to create customizable apps that save time and money. Organizations of all sizes in every industry have benefited from our secure and easy-to-use system that works the way they do. Asset Panda's ability to implement custom workflows, actions, and groups enables our clients to replace time-consuming processes that slow down their organizations. As a result, they see time savings that result in an ROI as high as 800%. With a powerful combination of web and mobile apps, the system provides any time, anywhere access to everything that's most important to our clients. Our mobile apps also have barcode scanning built in, which eliminates the need to purchase expensive and bulky barcode scanning equipment. Role-based user management enables access to Asset Panda across an entire organization and ensures that users will only see what they need to.
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    DocsCube

    DocsCube

    DocsCube

    DocsCube is a no-code, all-in-one contract and workflow automation solution that helps you speed up business processes. Collect data with easy-to-use standardized digital forms. Get the initial draft with a few clicks, validate data, and automatically generate all supporting documents. Send for signing via email or direct link. Contract Lifecycle Management Workflow Automation Document Generation Agile Collaboration Web Forms Data Extraction E-Signature
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    Bardeen

    Bardeen

    Bardeen AI

    Bardeen saves you time by automating repetitive tasks with a shortcut. It combines a powerful workflow builder, AI-based recommendations, and contextual automation. AI helps you find the right automation for the right context. No need to think about your time leaks. Our smart suggestions will show you the right automation at the perfect moment. There are hundreds of automation for the most common workflows. Try them, customize them, or use them to inspire your own. Set triggers and connect your apps, so that your data moves freely. Autobooks can join your next Zoom meeting, open links, take screenshots, send notifications, and more. Everyone’s workflow is unique. Build automation in minutes and let it do exactly what you want. Our scraper allows you to extract data from the web and use it in your workflows. Launch your productivity boost today. Forget copy-pasting, and get data from any website.
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    FileHold

    FileHold

    FileHold Document Management Software

    The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.
    Starting Price: $15.00 / user / month
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    Collavate

    Collavate

    Collavate

    Make your ideas reality with Collavate, a secure cloud platform for collaboration and document review workflows. Create, edit, or draft documents. Collavate allows you to share these documents with other teams for further input. You can even mention specific people to ensure they comment on your work! All documents submitted through Collavate are sent through the Document Manager. The Document Manager account, or Document Admin, maintains permissions for all submitted documents in Collavate. Approval process design is simple and intuitive. Collavate supports a wide range of devices–web, mobile, hard copies, and e-ink. Our goal is to allow approvers to focus more on the document, and less on getting there. Collavate caters to your unique needs. The approval process can be customized to suit your team setup and workflows, ensuring the perfect amount of oversight and collaboration.
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    Automata

    Automata

    Tokeet

    Automate Your Booking Workflow. The most powerful automation tool designed for the short-term rental industry. Automata executes all the tasks related to a guest booking, so you can focus on growing your rental business. Create a flawless guest experience and become a vacation rental super host while saving more time. Automata is part of the Tokeet suite. Create an exceptional guest experience by delivering the right information to your guests at the right time, in their own language. Keep your guests and staff informed and empowered from inquiry to checkout by providing hand-in-hand assistance at every stage of the guest journey, automatically. Communicate with your guests or staff via email, SMS, or push notification, and keep everyone informed of any changes in the booking details. When a guest replies back to your SMS or email, their message is automatically saved in their Tokeet message thread.
    Starting Price: $9.99 per month
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    airSlate WorkFlow
    airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.
    Starting Price: $19 per month
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    Verj.io

    Verj.io

    Ebase Technology

    Verj.io is a powerful, comprehensive cloud and rapid application development platform. The Verj.io Studio uses Bootstrap and progressive web app technology to deliver a smooth, native UI experience on mobiles, tablets and desktops. Developers quickly and easily connect applications using enterprise workflow, Rest APIs and database integration. The Verj.io Cloud is AWS-based and delivers 1-click deployment and automatic performance scaling. The Verj.io Portal allows users to monitor, configure and administer their applications. The Gateway enables hybrid operating environments where apps may be deployed to the Cloud or on-premises without loss of data access or security control.
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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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    Synergize

    Synergize

    Microdea

    With Synergize’s workflow management tools, automate how your documents are shared and accessed. Our solution regulates the processing of documents, streamlining your workflow. Every business has various processes that range from simple to complex. Our solution automates decisions and actions based on your defined business rules, saving you time and increasing your productivity. Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules.
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    Mindflow

    Mindflow

    Mindflow

    Embrace hyper-automation at scale with intuitive no-code & AI-generated flows. Access every tool you need through the most extensive integration library ever provided. Pick the service you want from the Integrations library and automate your way. Onboard and build your first workflows in minutes. Use pre-built templates if you need them, help yourself with the AI assistant, or benefit from the Mindflow excellence center. Type your input in plain-language text and let Mindflow do the rest. Generate workflows adapted to your tech stack from any input. Create AI-generated workflows to help you address any use case and reduce the building time to the minimum. Mindflow redefines enterprise automation, offering an extensive catalog of integrations. Add any new tool to our platform within minutes, breaking the barriers of traditional integration. Connect and orchestrate your tech stack, no matter the tools you use.
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    IBM Watson Orchestrate
    Watson's skills and integrations streamline your team's efforts, making you more effective. Streamline your workflow by letting Watson automate tasks and simplify complex processes, saving you time and effort. Then you can focus on more high-level work. With Watson you can facilitate communication between team members, ensuring that everyone is on the same page and that tasks are completed on time and to the desired quality. Skill up Watson with the capabilities that make the most impact on your business. Import existing and new automation into the platform and assign it to Watson to get work done. Watson uses natural language processing to draw from a catalog of basic and advanced skills to execute your requests, in context and in the right order. No specialized training is needed. Get started in minutes using prebuilt skills designed for you and your needs. Watson connects to your various apps and tools to work seamlessly across Salesforce, Workday, Outlook, Gmail and other tools.
    Starting Price: $200 per seat, per month
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    Microsoft Power Automate
    Be more productive. Automatically. Take productivity to new heights by automating business processes across your entire organization. Discover a better way to get things done. Improve individual, team, and organizational effectiveness by combining Digital Process Automation (DPA), Robotic Process Automation (RPA), and Artificial Intelligence (AI). Build time-saving workflows into everything from individual tasks to large-scale systems with seamless integration using hundreds of prebuilt connectors. Enable everyone to build secure workflows with a no-code guided experience and cloud-based data loss prevention, identity, and access management services. Automate time-consuming manual tasks with built-in AI capabilities, giving you more time to focus on strategic, high-value opportunities. Start automating common business processes immediately with thousands of prebuilt templates.
    Starting Price: $15 per user/month
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    Kriya

    Kriya

    Discus Business Solutions

    A robust BPMS tool with an advanced integrated document management system that is too easy to use. Despite its ease of use, it simplifies and automates the most complex of the workflows. Kriya is a web-based business process management tool that streamlines all your business processes and provides you with smooth control over business operations. It is a zero-coding-required rapid application deployment (RAD) platform created using business process management (BPM) and workflow concepts. Its mobile digital workplace helps users access and update records, approve payment requests, and track process performance from anywhere at any time. It's simple drag and drop designer makes for an interactive user interface. Kriya has a huge repository of best practice, free process templates that you can deploy in seconds and get your system running. Attractive charts, graphs, and dashboards help you keep track of the progress regularly.
    Starting Price: $9.00/month/user
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    Dash DDX

    Dash DDX

    Dash Development Group

    If you’re like many manufacturers, you’ve used Lean principles to take your business to the next level. Imagine what productivity you could achieve if you could apply the same six-sigma approach to managing your documents? It’s possible with Dash DDX. Now, it’s incredibly easy to find and share the information you need anytime anywhere on any device. Built with ERP integration in mind, Dash DDX files the documents and content your organization produces, then allows you to find, retrieve and share them in seconds. With an average office worker printing more than 10,000 pieces of paper a year (and spending 30% of his/her time looking for information in email or filing cabinets), isn’t it time for Dash? You’re used to doing things by the numbers, relying on automation and real-time data to improve quality and efficiency in your manufacturing process. So imagine the impact of automating document management.
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    Samepage

    Samepage

    Samepage

    Start collaborating with your team and get more things done with Samepage, an award-winning team collaboration software. With Sampage, teams of all shapes and sizes can take advantage of a wide range of online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. Its integrates with leading business apps also helps users consolidate workflows and eliminated email overload.
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    Starting Price: $7.50/month/user