Best Document Management Systems in 2024

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alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> <div id="fo-category-tabs" class="page-category__tabs dynamic-tabs"> <div class="main-container"> <a class="page-category__tab active big-tab" href="/c/document-management-systems/" data-target="#top20-tab" data-term="13" data-nojs="true" data-small-cat="true" > <h1>Best Document Management Systems in 2025</h1> </a> <a class="page-category__tab " href="/c/document-management-systems/?top10" data-target="#top10-tab" data-term="13">Product Comparisons</a> </div> </div> <div id="dynamic-tab-content"> <div id="cat-top20" class="page-category__tab-content"> <div id="category-top20" class="category category--white flex-order" data-cat="13"> <div id="category-what-is" class="main-container order-2 content-visibility"> <div class="category__sections no-border"> <h3><span class="cat-icon cat-icon--what-is"></span>What is Document Management Systems?</h3> <p>Document management systems are a set of tools that your team members can use to collaborate effectively on tasks and activities. It can keep all team members updated on the latest happenings and keep project schedules on track. You can store all important materials in a secure hub and give access to team members as needed.<a href="#" class="show-more-js">Show more</a><span class="show-more-hidden"> The app can also help to boost communication between team members and you can resolve all problems in the bud before they blow up into serious issues. Team members in diverse locations can use document management software to collaborate in real time from their respective places. Therefore, this solution has become essential for companies with employees in multiple locations. We suggest you take a look at the leading applications in this category and give special consideration to the current leader <a href='https://reviews.financesonline.com/p/pandadoc/'>PandaDoc</a>.<a href="#" class="show-less-js">Show less</a></span></p> <h3 id="category-how"><span class="cat-icon cat-icon--ranking"></span>How was this ranking made?</h3> <p>In order to devise this ranking of best Document Management Systems we have analyzed 548 trending apps currently available on the market, studying their features, ease-of-use, client service, available integrations with other systems as well as mobile support using our exclusive <a href="/scoring-methodology/" title="Scoring Methodology">SmartScore<sup>TM</sup></a> rating algorithm. This ranking has been developed by Nestor Gilbert, our B2B expert dedicated to the Document Management Systems category.</p> </div> </div> <div class="main-container order-1"> <div class="col col--75 col--sm"> <div class="cats-tabs tabs"> <div class="cats-tabs__content"> <div id="cats-0" class="cats-tabs__content-inner tabs-content active"> <div class="category__rank"> <div class="category__rank-head"> <h3>List of Top 12 Document Management Systems</h3> <div class="category__rank-sort"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="13" data-size="small_business" data-count="12" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> </ul> </div> </div> </div> <div id="small_business_box"> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BhbmRhZG9jLyNjYXRlZ29yeT1kb2N1bWVudC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="PandaDoc reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/pd-2.png 186w, https://s.financesonline.com/uploads/2019/08/pd-2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-24706" data-id="24706" type="checkbox"> <span></span> <label for="compare-24706">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pandadoc/" title="PandaDoc"> <span>1. </span> PandaDoc </a> </h4> <span>Our score: <span class="blue">9.2</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">95%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3BhbmRhZG9jLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3dyaWtlLyNjYXRlZ29yeT1kb2N1bWVudC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Wrike reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/06/vp9f3e798cd8cbd208df407b764cd9a30d.png 186w, https://s.financesonline.com/uploads/2020/06/vp9f3e798cd8cbd208df407b764cd9a30d-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-379" data-id="379" type="checkbox"> <span></span> <label for="compare-379">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/wrike/" title="Wrike"> <span>2. </span> Wrike </a> </h4> <span>Our score: <span class="blue">9.7</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3dyaWtlLXJldmlldy8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3hvZG8vI2NhdGVnb3J5PWRvY3VtZW50LW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Xodo reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/10/2.png 186w, https://s.financesonline.com/uploads/2023/10/2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-371972" data-id="371972" type="checkbox"> <span></span> <label for="compare-371972">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/xodo/" title="Xodo"> <span>3. </span> Xodo </a> </h4> <span>Our score: <span class="blue">9.0</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A comprehensive document management solution with over 30 tools and features that help users efficiently convert, edit, and share documents. Through the tool, users can convert PDFs to popular file formats, split or merge documents, edit PDFs through annotation, and add images, attachments, and e-signatures. Images in HEIC and DICOM formats can also be converted to PDF files for universal compatibility and easier sharing. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3hvZG8v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL29uZWZsb3cvI2NhdGVnb3J5PWRvY3VtZW50LW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Oneflow reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2021/12/vpf170af0bbf4dfe0596f4d4b37dd5d366.png 186w, https://s.financesonline.com/uploads/2021/12/vpf170af0bbf4dfe0596f4d4b37dd5d366-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-139453" data-id="139453" type="checkbox"> <span></span> <label for="compare-139453">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/oneflow/" title="Oneflow"> <span>4. </span> Oneflow </a> </h4> <span>Our score: <span class="blue">8.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Through Oneflow, sales teams can create responsive, interactive sales proposals and contracts that clients can sign digitally. Live editing ensures that all parties are on the same page during negotiations. Plus, contract analytics help managers keep close track of individual and team performance.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL29uZWZsb3cv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2NvbnRyYWN0emVuLyNjYXRlZ29yeT1kb2N1bWVudC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="ContractZen reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/01/ContractZen-logo2.png 186w, https://s.financesonline.com/uploads/2020/01/ContractZen-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-37755" data-id="37755" type="checkbox"> <span></span> <label for="compare-37755">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/contractzen/" title="ContractZen"> <span>5. </span> ContractZen </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A popular governance solution developed to help companies in their contract management and document management processes. Organizations use ContractZen for secure contract management, entity management, e-signature, virtual data rooms with a powerful search engine, and board meeting management.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2NvbnRyYWN0emVuLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3FvcHBhLXBkZi1zdHVkaW8vI2NhdGVnb3J5PWRvY3VtZW50LW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Qoppa PDF Studio reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/02/Qoppa-PDF-Studio-small-thumbnail.png 186w, https://s.financesonline.com/uploads/2022/02/Qoppa-PDF-Studio-small-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-132935" data-id="132935" type="checkbox"> <span></span> <label for="compare-132935">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/qoppa-pdf-studio/" title="Qoppa PDF Studio"> <span>6. </span> Qoppa PDF Studio </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>At a third of the price of other PDF editors, Qoppa PDF Studio offers an extensive set of features for creating, editing, and annotating PDFs. Users can also protect PDF documents through passwords, encryption, and user permissions to prevent unauthorized access.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3FvcHBhLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2ZpbGVjYW1wLyNjYXRlZ29yeT1kb2N1bWVudC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Filecamp reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/06/Filecamp-logo2.png 186w, https://s.financesonline.com/uploads/2020/06/Filecamp-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-55328" data-id="55328" type="checkbox"> <span></span> <label for="compare-55328">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/filecamp/" title="Filecamp"> <span>7. </span> Filecamp </a> </h4> <span>Our score: <span class="blue">8.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">96%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A cloud-based digital asset management (DAM) platform that allows users to access, share, and collaborate on files anytime, from any location, and on any computer or mobile device. 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<span>User satisfaction: <span class="blue">95%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Power-user is a plug-in for MS Word, Excel, and PowerPoint packed with templates, icons, diagrams, charts, maps, and other tools to make creating documents such as presentations easier and faster.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> </div> <div class="category__rank-sort category__rank-sort--mobile-show"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="13" data-size="small_business" data-count="12" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> </div> </div> </div> </div> </div> </div> <div class="category__sidebar col col--25 col--sm content-visibility"> <div class="category__categories mini-hide"> <h4>Similar Categories:</h4> <p>In the event you didn't find just the solution you were looking for here's a list of various categories similar to Document Management Systems that you might want to browse through:</p> <ul> <li><a href="/c/collaboration-software/" title="Collaboration Software">Collaboration Software</a><li><a href="/c/collaboration-tools/" title="Collaboration Tools">Collaboration Tools</a><li><a href="/c/enterprise-social-networking/" title="Enterprise Social Networking Software">Enterprise Social Networking Software</a><li><a href="/c/collaboration-software/free/" title="Free Collaboration Software">Free Collaboration Software</a><li><a href="/c/collaboration-tools/free/" title="Free Collaboration Tools">Free Collaboration Tools</a><li><a href="/c/document-management-systems/free/" title="Free Document Management Systems">Free Document Management Systems</a><li><a href="/c/online-community-platforms/" title="Online Community Platforms">Online Community Platforms</a><li><a href="/c/online-document-management-systems/" title="Online Document Management Systems">Online Document Management Systems</a><li><a href="/c/productivity-suite/" title="Productivity Suite Software">Productivity Suite Software</a><li><a href="/c/project-collaboration-tools/" title="Project Collaboration Tools">Project Collaboration Tools</a><li><a href="/c/social-collaboration-tools/" title="Social Collaboration Tools">Social Collaboration Tools</a><li><a href="/c/web-collaboration-tools/" title="Web Collaboration Tools">Web Collaboration Tools</a> </ul> </div> </div> </div> <div class="order-3 content-visibility"> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__content"> <img width="1000" height="483" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload toc-img" alt="Document Management Systems Guide" sizes="(max-width: 1000px) 100vw, 1000px" data-srcset="https://s.financesonline.com/uploads/2020/04/Document-Management-Software-Guide-regular.png 1000w, https://s.financesonline.com/uploads/2020/04/Document-Management-Software-Guide-regular-300x145.png 300w, https://s.financesonline.com/uploads/2020/04/Document-Management-Software-Guide-regular-768x371.png 768w, https://s.financesonline.com/uploads/2020/04/Document-Management-Software-Guide-regular-93x45.png 93w" /> </div> </div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <h3 class="toc-header margin">Table of contents</h3> </div> <div class="clearfix"></div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__sections toggle"> <div class="article-section"> <div class="article-section__text"> <p><span style="font-weight: 400;">Document management system is a term that unites online storage, management, and tracking of electronic documents, or any type of recorded information that can be treated as a file unit.</span></p> </div> </div><div class="article-section"> <h3 id="get-to-know-each-product-with-free-trial"><span class="cat-icon cat-icon--free-trial"></span>Get to know each product with free trial</h3> <div class="article-section__text"> <p><span style="font-weight: 400;">This short sentence, however, encompasses piles of complex tasks and assignments, and big-time responsibility for controlling corporate information. Document management tools are not simply content management precursors (often subsumed under the same program), but critical tools for every company whose workflow comprises of capturing content for document repositories, COLD/ERM, and information retrieval.</span></p> <p><span style="font-weight: 400;">Document chaos often results in the unfortunate loss of valuable information. Still, it happens to each and every one of us, and we’re being reminded day by day of how much we need the best document management tools for enterprises and SMBs we can find.</span></p> <p>You can also check our <a href="/document-management-software-analysis-features-benefits-pricing/">What Is Document Management Software</a> guide for more information on this type of software and typical features associated with it.</p> <p><span style="font-weight: 400;">It is a good idea to start by signing up for the free trials or demo of leading document management systems providers as they give you a chance to check out the products’ features free of cost and make a comparison. You can register for the free trials of the following tools, which have received the highest SmartScore rankings and Customer Satisfaction Rating in our document management systems reviews to find the best document management systems for your company:</span> <a href="https://reviews.financesonline.com/p/exo-platform/">eXo Platform reviews</a><span style="font-weight: 400;">, <a href="https://reviews.financesonline.com/p/efilecabinet/">eFileCabinet reviews</a>, </span><a href="https://reviews.financesonline.com/p/samepage/"><span style="font-weight: 400;">Samepage</span></a><span style="font-weight: 400;">,</span><a href="https://reviews.financesonline.com/p/qwilr/"> <span style="font-weight: 400;">Qwilr</span></a><span style="font-weight: 400;">,</span><a href="https://reviews.financesonline.com/p/noodle-intranet/"> <span style="font-weight: 400;">Noodle Intranet</span></a><span style="font-weight: 400;">, and</span><a href="https://reviews.financesonline.com/p/iplanner/"> <span style="font-weight: 400;">iPlanner</span></a><span style="font-weight: 400;">.</span></p> <p>It might also be a good idea to compare the popular alternatives. You can read our <a href="/top-10-alternatives-pandadoc-leading-document-management-software-solutions/">Top 10 Alternatives to PandaDoc</a> comparisons to see what are the most common products worth trying out.</p> </div> </div><div class="article-section"> <h3 id="targeted-businesses"><span class="cat-icon cat-icon--targeted-businesses"></span>Targeted Businesses</h3> <div class="article-section__text"> <ul> <li><span style="font-weight: 400;">Startups and small businesses use document management systems to electronically and securely store files and documents.</span></li> <li><span style="font-weight: 400;">Growing organizations and medium-sized companies use the solution to manage, share, and archive files.</span></li> <li><span style="font-weight: 400;">Large enterprises make use of the systems to efficiently, store, search, and share documents.</span></li> <li>Academic institutions recognize the need for centralized and more efficient document storage and file-sharing options.</li> </ul> </div> </div><div class="article-section"> <h3 id="what-are-examples-of-document-management-systems"><span class="cat-icon cat-icon--examples"></span>What are Examples of Document Management Systems?</h3> <div class="article-section__text"> <ul> <li><strong><a href="https://reviews.financesonline.com/p/efilecabinet/">eFileCabinet</a>:</strong> One of today’s most secure document management systems with an impressive capacity to help companies get rid of paperwork, and please customers with faster and more reliable service</li> <li><a href="https://reviews.financesonline.com/p/exo-platform/"><b>eXo Platform:</b></a> <span style="font-weight: 400;">eXo Platform is a top-rated, open-source, social networking application that is also built as a smart collaboration tool.</span></li> <li><a href="https://reviews.financesonline.com/p/samepage/"><b>Samepage:</b></a> <span style="font-weight: 400;">Samepage enables team collaboration through features, such as scheduling, instant messages, task lists, discussion topics, and meeting agendas.</span></li> <li><a href="https://reviews.financesonline.com/p/zoho-docs/"><b>Zoho Docs:</b></a> <span style="font-weight: 400;">Zoho Docs is a popular system for small businesses that is designed for effective document management.</span></li> <li><a href="https://reviews.financesonline.com/p/zoho-forms/"><b>Zoho Forms:</b></a> <span style="font-weight: 400;">Zoho Forms is a robust online form builder that can create or collect forms from multiple mobile apps, platforms, and systems, and share them with other users.</span><b>  </b></li> <li><a href="https://reviews.financesonline.com/p/qwilr/"><b>Qwilr:</b></a> <span style="font-weight: 400;">Qwilr combines the ease of documents with the power and beauty of websites. Its pages have high-quality analytics, and are beautiful, interactive, and bursting with media.  </span></li> </ul> </div> </div><div class="article-section"> <h3 id="types-of-document-management-systems"><span class="cat-icon cat-icon--types"></span>Types of Document Management Systems</h3> <div class="article-section__text"> <ul> <li><b>Web based</b><span style="font-weight: 400;"> – The advantage is you don’t have to deploy a client software package. Simply use your internet browser to access the software.</span></li> <li><b>Client-Server based</b><span style="font-weight: 400;"> – This type of software can be more robust and faster than other types.  You can customize the interface and easily develop sophisticated integration.</span></li> <li><b>Database packages – </b><span style="font-weight: 400;">This type is usually integrated with the underlying database platform like SQL or Oracle.  It offers sophisticated linkages between data and images. The flipside is they </span><span style="line-height: 1.5;">often need added computing horsepower.</span></li> <li><b>Cloud-based packages</b><span style="font-weight: 400;"> – The software is hosted on the vendor’s system and you need only an internet connection to access it. You need not download any software or worry about upgrades. Simply pay the subscription amount and make use of all the benefits of the service.</span></li> </ul> </div> </div><div class="article-section"> <h3 id="key-features-of-document-management-systems"><span class="cat-icon cat-icon--key-features"></span>Key Features of Document Management Systems</h3> <div class="article-section__text"> <p>Unless you’re one of those people whose creativity is fueled by chaos, disorder, and short deadlines, you will find document management systems to be among the most useful additions your company has ever had. Apart from saving trees and keeping the environment unpolluted, managing documentation in the cloud can save you a few more headaches and serious management hazards:</p> <p><b>A robust set of features and functionalities: </b><span style="font-weight: 400;">The more the merrier! The reason why you have a DMS in the first place is that you can’t rely on your memory to restore the content of every document, or to know exactly what a report should compare or contain. Ideally, your document management system should support searching filters (to locate information once knowledge is fleshed-out); Versioning (to update files automatically and to avoid inexcusable errors); Permissions (to keep an eye on the social community and to distinguish people who can edit/delete files); Universal document support (to accept standard formats and common extensions, and to be able to respond to emerging formats too). DMSs should also include online editing, offline access, chat support, phone support, and mobile access.</span></p> <p><b>DMSs are time-savers: </b><span style="font-weight: 400;">Businesswise or otherwise, more time means more money. Time is the essential component of a company’s efficiency, and running proper documentation management is the best way to save it. The most valuable part of having a DMS on board is that you get to use search filters to locate whatever file in a few seconds, instead of turning the office upside down to find it.</span></p> <p><b>DMSs store and share your files: </b><span style="font-weight: 400;">Once all relevant documents are stored in a centralized database, you get to collaborate on them and to share them with internal/external parties. You can either share them using system links or send them in password-protected folders to prevent them from falling into the wrong hands. DMSs usually include an audit-tracking functionality, which informs the document owner about any views/edits of the document in question, the same as inefficiencies and mistakes.</span></p> <p><b>DMSs provide access “on the go”: </b><span style="font-weight: 400;">This might be the biggest advantage of DM software in general: storing information in the cloud means that you will be able to access it from any location, at any point in time. Needless to say, document management programs have upgraded to mobile-friendly organization candies, and you can use them from any device empowered with an internet connection.</span></p> <p><b>DMSs safeguard the content of your documents: </b><span style="font-weight: 400;">Many critics argue that letting information go viral is not the safest solution, and that’s true. However, document management systems producers weren’t that reckless to skip tackling the security issue, and they developed powerful safety mechanisms to keep information protected. Their rigorous security policy, the same as RBAC (role-based access controlling) prevents the irreversible damage of confidential information falling into the wrong hands.</span></p> <p><b>DMSs will integrate with most of your existing software infrastructure: </b><span style="font-weight: 400;">Their nifty capability to integrate with third-party apps allows information to flow seamlessly from one system to the other, which will keep your workflow both accurate and time-efficient. Most modern DMSs support email integration, meaning that you get to share files with contacts outside the system, without having to convert them, or use additional programs.</span></p> <p><b>DMSs organize information in an intelligent way: </b><span style="font-weight: 400;">Organizing, categorizing, and prioritizing files is the worst chapter of the doc management nightmare, which is why most employees welcome DMSs with open arms. These systems provide companies with solid organizational hierarchy, and they tag and rate documents to make your job even easier.</span></p> <p><b>DMSs provide a strong collaboration platform: </b>Document management systems can turn into an ideal collaboration platform either by utilizing its native collaboration features or with the help of third-party integrations.  Collaboration and document management ideally work together, especially when the people involved in projects work from different locations.</p> </div> </div><div class="article-section"> <h3 id="benefits-of-document-management-systems"><span class="cat-icon cat-icon--benefits"></span>Benefits of Document Management Systems</h3> <div class="article-section__text"> <p><span style="font-weight: 400;">You’re already on the fence with your never-ending pile of documents to organize, and you’ve decided firmly to let an online-based system deal with it instead of you. The worst part of the process, however, is yet to come: how to choose the right DMS for your business?</span></p> <p><span style="font-weight: 400;">Vendors and producers usually point out a target list of scales and industries, but most of their products equally fit small, medium, and large businesses. More decisive in the case are functionality preferences, even if they can also be daunting to pick out.</span></p> <p>For more info on the <a href="/benefits-document-management-software-examples-top-solutions-explained/">benefits of document management software</a> feel free to read our comprehensive guide on that topic.</p> <p><span style="font-weight: 400;">What we recommend you to do is to start looking for basic functionalities, and turn to your personal expectations once the list is narrowed down to a dozen of them:</span></p> <p><b>Attractive appearance</b></p> <p><span style="font-weight: 400;">It may not be the hat of all criteria, but you’d be surprised to know how many people care about the looks of the software they’re using. We’re not denying it: pleasantly-looking interfaces motivate people to work more, not just because they look that way, but because they are intuitive and easy to navigate.</span></p> <p><b>Quick deployment</b></p> <p><span style="font-weight: 400;">Do you know how many CEO Managers gave up on implementing a DMS because they were afraid they’ll run short of time to implement it? A few years ago, their hesitation could be justified. Nowadays, however, the transition to an online mechanism for document management happens smoothly, and there is no risk of losing time or valuable information.</span></p> <p><b>Cost-effectiveness</b></p> <p><span style="font-weight: 400;">Cloud-based DMSs can save money in the long run, but that doesn’t justify ridiculous investments in one. Depending on your needs, you can find a system that doesn’t surpass your budget for covering financial obligations, anywhere between $20 and $50 per month (per user). Note that certain vendors offer discounts for advance payments, as well as a 30-days full-insight trial you don’t even have to pay for.</span></p> <p><strong>Remote capabilities</strong></p> <p>Cloud-based document management systems are essential to the remote work software list. With all relevant files easily accessible from a central cloud storage,  team members working on the same project can access documents, share, and collaborate easily from different locations. This capability of a cloud-based document management platform makes it invaluable to remote workers.</p> </div> </div><div class="article-section"> <h3 id="before-you-implement-one-preparation-tips"><span class="cat-icon cat-icon--types"></span>Before you implement one: preparation tips</h3> <div class="article-section__text"> <p><span style="font-weight: 400;">Before you jump on the bandwagon, consider these activities to make your transition seamless:</span></p> <ul> <li><b>Understand the importance of the step you’re making: </b><span style="font-weight: 400;">You’re transitioning to a completely new system, and that looks just as scary as it sounds. The system is the composition and your employees are the orchestra, and it is of importance that everyone plays his instrument right. Bring workers on board, dispel their curiosities, and most importantly: explain the benefits.</span></li> <li><b>Don’t save money on training: </b><span style="font-weight: 400;">Not every DMS is easy to use, but you’ve already paid and you can’t go back. Instead of letting the investment slide through the cracks, invest again to prepare employees on how to use it. Organize seminars and training, and give them as much time as they need.</span></li> <li><b>Digitalize your documents in advance: </b><span style="font-weight: 400;">Scan the paperwork, even if it takes time. It will allow you to start using your DMS from the very first moment it arrives at your company.</span></li> <li><b>Customize your DMS: </b>D<span style="font-weight: 400;">MSs usually look, feel, and function as “one-size-fits-all” programs, but that shouldn’t stop you from making yours more personal. The more you customize it, the better it will suit the specific needs of your business.</span></li> <li><b>Test support from the very first moment: </b><span style="font-weight: 400;">Establish contact from day one, especially if you need implementation help. The behavior of technical staff can tell a lot about a product and a company, so do the most to justify your investment.</span></li> </ul> </div> </div><div class="article-section"> <h3 id="latest-trends-in-document-management-systems"><span class="cat-icon cat-icon--latest-trends"></span>Latest Trends in Document Management Systems</h3> <div class="article-section__text"> <p><strong>Smart automation:</strong> Automation tools help enhance a document management system’s capability to organize files. AI and machine learning technology take automation functions in document management systems to the next level. A good example of this is the intelligent process automation (IPA) which is a scalable intelligent technology that helps in automating repetitive tasks in document management workflow.</p> <p><strong>Mobile friendly:</strong> More and more people are using their mobile phones as their daily driver. And with more people’s growing preference of working remotely, making document management more mobile-friendly seems like a natural path to take.</p> <p><strong>Interactive documents </strong>– Unlike printed documents, digital files are flexible and easily adapt to modern changes. These days, you can embed video and audio files, photo galleries, navigation buttons, and others on your digital documents.</p> </div> </div><div class="article-section"> <h3 id="potential-issues"><span class="cat-icon cat-icon--useful-stats"></span>Potential Issues</h3> <div class="article-section__text"> <p><strong>Unauthorized access:</strong> For managers and business owners, a document management system allows them to save important documents without worries.  But for this to be effective, user access to folders and files must be defined first, and this includes limiting the actions a user can make on specific documents. For example, a document can only have edit access to its original author, which prevents other users from making accidental or deliberate revisions.</p> <p><strong>Compliance and data security: </strong>Cloud storage, like other cloud-based systems, can be vulnerable to cybersecurity threats. While compliance with existing data security and privacy policies are observed, there are document management platforms that go the extra mile by adding layers of security. Meanwhile, there are also those that meet standard industry regulations.</p> <p><strong>Accountability: </strong>There are document management systems that are not capable of generating a detailed audit trail. This can create some issues. especially when it comes to determining if a document has been revised without permission or authorization. A good document management system must be capable of generating a detailed audit trail to see if a document has undergone revisions and who made them. In this way, they will know who will to hold accountable in case issues arise.</p> </div> </div> </div> </div> <div class="clearfix"></div> </div> </div> <div class="category category--white order-5 content-visibility"> <div class="main-container"> <div class="category__content category__content--margin col col--75 col--sm"> <h3>List of Document Management Systems Companies</h3> <div class="soft__list"> <div class="pull-right"> <p>Order by:</p> <div id="soft-dd" class="soft__list__dd" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="13" data-count="15" data-taxonomy="category_apps"> <span>Newest</span> <ul> <li data-sort="newest">Newest</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> <div class="clearfix"></div> </div> <div id="soft-table" class="soft__table"> <div class="soft__head"> <div class="col col--33 s-name"> Product name: </div> <div class="col col--20 s-cat"> Category: </div> <div class="col col--10 s-ss"> Smart Score: </div> <div class="col col--10 s-price"> Price: </div> <div class="col col--10 s-us"> User Satisf. </div> <div class="col col--16 s-ur"> User reviews: </div> <div class="clearfix"></div> </div> <div id="soft-table-products"> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/redactable/" title="Redactable" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Redactable reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/12/Redactable_186_logo-removebg-preview-93x48.png 93w, https://s.financesonline.com/uploads/2024/12/Redactable_186_logo-removebg-preview.png 186w" /> </div> <p>Redactable</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $19 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/redactable/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/revver/" title="Revver" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Revver reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/10/Revver-Small-Thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2023/10/Revver-Small-Thumbnail.png 186w" /> </div> <p>Revver</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 9.0 </div> <div class="col col--10 s-price"> $15 </div> <div class="col col--10 s-us"> - </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/revver/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>15 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/donesafe/" title="HSI Donesafe" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HSI Donesafe reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/11/HSI-Donesafe-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2023/11/HSI-Donesafe-small-thumbnail.png 186w" /> </div> <p>HSI Donesafe</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.6 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> - </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/donesafe/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>15 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/efilecabinet/" title="eFileCabinet" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="eFileCabinet reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/10/Revver-Small-Thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2023/10/Revver-Small-Thumbnail.png 186w" /> </div> <p>eFileCabinet</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 9.0 </div> <div class="col col--10 s-price"> $15 </div> <div class="col col--10 s-us"> - </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/efilecabinet/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>14 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/xodo/" title="Xodo" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Xodo reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/10/2-93x48.png 93w, https://s.financesonline.com/uploads/2023/10/2.png 186w" /> </div> <p>Xodo</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 9.0 </div> <div class="col col--10 s-price"> $9.99 </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/xodo/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/jotform-sign/" title="Jotform Sign" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Jotform Sign reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/12/Jotform-Sign-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2022/12/Jotform-Sign-logo-2.png 186w" /> </div> <p>Jotform Sign</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $39 </div> <div class="col col--10 s-us"> 93% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/jotform-sign/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/nanonets/" title="Nanonets" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Nanonets reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/07/nanonets-logo-93x48.png 93w, https://s.financesonline.com/uploads/2022/07/nanonets-logo.png 186w" /> </div> <p>Nanonets</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.4 </div> <div class="col col--10 s-price"> $499 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/nanonets/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/softaken-nsf-to-pst-converter/" title="Softaken NSF to PST Converter" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Softaken NSF to PST Converter reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/07/Softaken-NSF-to-PST-Converter-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2022/07/Softaken-NSF-to-PST-Converter-logo-2.png 186w" /> </div> <p>Softaken NSF to PST Converter</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $69 </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/softaken-nsf-to-pst-converter/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/fill/" title="Fill" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Fill reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/07/Fill-small-thumbnail-1-93x48.png 93w, https://s.financesonline.com/uploads/2022/07/Fill-small-thumbnail-1.png 186w" /> </div> <p>Fill</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.8 </div> <div class="col col--10 s-price"> $8.33/month </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/fill/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/compdfkit/" title="ComPDFKit" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="ComPDFKit reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/07/ComPDFKit-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2023/07/ComPDFKit-thumbnail.png 186w" /> </div> <p>ComPDFKit</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/compdfkit/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/geekersoft/" title="GeekerSoft" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="GeekerSoft reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/05/geekersoft-logo-93x48.png 93w, https://s.financesonline.com/uploads/2022/05/geekersoft-logo.png 186w" /> </div> <p>GeekerSoft</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> Free </div> <div class="col col--10 s-us"> 93% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/geekersoft/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/qoppa-pdf-automation-server/" title="Qoppa PDF Automation Server" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Qoppa PDF Automation Server reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/03/qoppa-PAS-logo-93x48.png 93w, https://s.financesonline.com/uploads/2022/03/qoppa-PAS-logo.png 186w" /> </div> <p>Qoppa PDF Automation Server</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/qoppa-pdf-automation-server/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/pdfliner/" title="PDFLiner" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="PDFLiner reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/03/1632329901_PDFLiner_mid-93x48.png 93w, https://s.financesonline.com/uploads/2022/03/1632329901_PDFLiner_mid-300x155.png 300w, https://s.financesonline.com/uploads/2022/03/1632329901_PDFLiner_mid-232x120.png 232w, https://s.financesonline.com/uploads/2022/03/1632329901_PDFLiner_mid-282x145.png 282w, https://s.financesonline.com/uploads/2022/03/1632329901_PDFLiner_mid.png 655w" /> </div> <p>PDFLiner</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $15 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/pdfliner/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>2 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/klearstack/" title="KlearStack" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="KlearStack reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/02/klearstack-logo-93x48.png 93w, https://s.financesonline.com/uploads/2022/02/klearstack-logo.png 186w" /> </div> <p>KlearStack</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/klearstack/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/drs-ost-to-pst-converter/" title="DRS OST to PST Converter" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="DRS OST to PST Converter reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/02/DRS-OST-to-PST-Converter-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2022/02/DRS-OST-to-PST-Converter-logo-2.png 186w" /> </div> <p>DRS OST to PST Converter</p> </a> <div class="col col--20 s-cat "> Document Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $49 </div> <div class="col col--10 s-us"> 93% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/drs-ost-to-pst-converter/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> </div> </div> </div> <div id="pagination" class="fot-pagination"><div class="fot-pagination__inner"><span class="mini-hide">Page 1 of 17</span><span class="fot-pagination__item fot-pagination__item--disabled">1</span><a class="fot-pagination__item" href="?page=2">2</a><a class="fot-pagination__item" href="?page=3">3</a><a class="fot-pagination__item" href="?page=4">4</a><a class="fot-pagination__item" href="?page=5">5</a><a class="fot-pagination__item" href="?page=6">6</a><a class="fot-pagination__item" href="?page=7">7</a><a class="fot-pagination__item" href="?page=8">8</a><a class="fot-pagination__item" href="?page=9">9</a><a class="fot-pagination__item" href="?page=10">10</a><a class="fot-pagination__item fot-pagination__item--last" href="?page=17">Last 禄</a><div class="clearfix"></div></div></div> <h3>Things to consider when you invest in a SaaS</h3> <p>To select an apt SaaS provider you need to consider vital criteria such as privacy and security, support and service, and transparency.</p> <p>Find out if the vendor can be trusted with data security and privacy. Do they have systems in place to safeguard your confidential information and data? Find about the security processes they use. This is an important feature of a SaaS system that cannot be over-emphasized.</p> <p>It is essential that the provider provides dependable support to resolve any problems quickly. Ask your potential providers the following queries: Do they provide consulting and training services to help your staff members to utilize the system effectively? Do they have an online support center that has helpful articles and training materials? What channels of support do they offer? Do they track concerns till they are resolved? Is customer satisfaction measured? </p> <p>Does the SaaS provider conduct their business in a transparent and open manner? You can find out by requesting them for references you can contact. Talk to existing users of the system to learn about the quality of service provided. Does the vendor make public the algorithms they employ in the software? Ask these questions to find a SaaS vendor whom you can trust with your sensitive customer and business data. </p> <div class="fot-faq"> <h3><span class="icon icon--faq"></span>Frequently asked questions about Document Management Systems</h3> <div class="fot-faq__item"> <a href="#">What is the best document management system? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q1"> <p>The best document management system is <a href="https://reviews.financesonline.com/p/pandadoc/">PandaDoc</a>. It has the standard document management tools that allow its users to create, save, and share documents with other users. PandaDoc also comes with advanced tools like electronic signature, which enables users to place legally binding signatures on documents straight from the cloud storage.</p> <p>PandaDoc is also easy to use. New users do not have to undergo extensive training to learn how to navigate the platform and utilize its features. Its drag and drop editor gives users the ability to customize their documents based on requirements. There are also available templates, which help enhance user productivity by eliminating the task of building a template from scratch.</p> <p>Overall, PandaDoc offers a document management system that is powerful and user-friendly at the same time. It also integrates with other applications to further enhance its flexibility and performance.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What are the benefits of document management system? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q2"> <p>Document management systems are designed to provide a fast, secure, and accessible platform for file storage, file sharing, and collaboration. The following are the key benefits of document management systems:</p> <p><strong>Improves document accessibility. </strong>A document management system’s cloud deployment makes it more accessible to its users. As long as they have permission, authorized users can create, view, and edit documents and share them with other users regardless of their locations. Some document management systems also support offline and mobile access, which further enhances accessibility and a user’s ability to work remotely.</p> <p><strong>Boosts collaboration.聽</strong>Document management is an essential part of digital collaboration platforms. It allows users to work on a single file, keep track of the versions, leave annotations or comments on certain documents, and more.</p> <p><strong>Cost-effective file recovery. </strong>Compared to physical document storage, cloud-based document management systems cost less, especially when it comes to recovering a lost or damaged document. Web-based document management platforms have file recovery measures in place, which allows users to retrieve and restore lost and damaged documents faster.</p> <p><strong>Eco-friendly. </strong>Paperless storage and file-sharing make cloud-based document management an eco-friendly system. Using digital files instead of printing physical copies not only contributes to waste reduction, but it also saves company resources by reducing disposal work.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What are the features of document management systems? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q3"> <p>Some document management systems have more features than others. Tools and functionalities may differ depending on what the document management system is specifically created for and its target users. Below, however, are some of the key features a cloud-based document management system must possess:</p> <p><strong>File storage</strong>: A document management system should be able to function as a digital file storage platform that also supports multiple formats.</p> <p><strong>File sharing</strong>: Depending on the user access set, all files stored in a cloud-based document management system must be shareable with other users.</p> <p><strong>Easy location of</strong> <strong>files</strong>: A dedicated search tool makes a big difference in locating files within a document management system.</p> <p><strong>Access permissions</strong>: Not all users must have the same level of access to all files. This applies particularly to documents that contain confidential information to prevent unauthorized access that can lead to data leaks.</p> <p><strong>Integrations</strong>: An effective document management system does not function independently, it must be able to work with other applications used in your business operations, particularly collaboration platforms and others,</p> <p><strong>Security</strong>: Aside from user-defined roles and access permissions, a document management system must have robust security measures in place to prevent external threats that can cause information leaks and data loss.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What is the easiest document management system to use? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q4"> <p>The most user-friendly document management systems on our list are the following:</p> <p><strong><a href="https://reviews.financesonline.com/p/pandadoc/">PandaDoc</a>.聽</strong>PandaDoc comes with an easy to use interface that does not require technical expertise to learn. Its document creator’s drag-and-drop is also user-friendly.</p> <p><strong><a href="https://reviews.financesonline.com/p/zoho-forms/">Zoho Forms</a>. </strong>This is another document management system that combines power and ease of use. It provides users with user-friendly tools for creating forms and is also mobile-friendly, which allows you to easily access documents from various locations.</p> <p><strong><a href="https://reviews.financesonline.com/p/pinpoint/">PinPoint</a>. </strong>PinPoint takes pride in its ability to keep your documents organized and secure. Implementing PinPoint’s organization features is easy鈥搚ou only have to set up cabinets and folders and define user access to keep your documents protected. It also has a built-in program that helps automate your workflow.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What is a good free document management system? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q5"> <p>There are good document management systems that you can use for free and here are some of them:</p> <p><strong><a href="https://reviews.financesonline.com/p/zoho-forms/">Zoho Forms</a>. </strong>A feature-filled platform that comes for free, Zoho Forms provides users with free a form builder, unlimited reports, and others.</p> <p><strong><a href="https://reviews.financesonline.com/p/samepage/">Samepage</a>. </strong>This document management platform accommodates an unlimited number of users and offers 1GB of file storage, real-time collaboration, task management, file sharing, file editing, and more for free.</p> <p><strong><a href="https://reviews.financesonline.com/p/zoho-docs/">Zoho Docs</a>.聽</strong>The free version gives access to a maximum of 25 users, 5GB of file storage for each user, file versioning, Dropbox integration, in-app chat, email notifications, and more.</p> </div> </div> </div> <script type="application/ld+json">{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is the best document management system?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q1", "text": "<p>The best document management system is <a href=\"https://reviews.financesonline.com/p/pandadoc/\">PandaDoc</a>. It has the standard document management tools that allow its users to create, save, and share documents with other users. PandaDoc also comes with advanced tools like electronic signature, which enables users to place legally binding signatures on documents straight from the cloud storage.</p>\n<p>PandaDoc is also easy to use. New users do not have to undergo extensive training to learn how to navigate the platform and utilize its features. Its drag and drop editor gives users the ability to customize their documents based on requirements. There are also available templates, which help enhance user productivity by eliminating the task of building a template from scratch.</p>\n<p>Overall, PandaDoc offers a document management system that is powerful and user-friendly at the same time. It also integrates with other applications to further enhance its flexibility and performance.</p>\n" } }, { "@type": "Question", "name": "What are the benefits of document management system?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q2", "text": "<p>Document management systems are designed to provide a fast, secure, and accessible platform for file storage, file sharing, and collaboration. The following are the key benefits of document management systems:</p>\n<p><strong>Improves document accessibility. </strong>A document management system’s cloud deployment makes it more accessible to its users. As long as they have permission, authorized users can create, view, and edit documents and share them with other users regardless of their locations. Some document management systems also support offline and mobile access, which further enhances accessibility and a user’s ability to work remotely.</p>\n<p><strong>Boosts collaboration.\u00a0</strong>Document management is an essential part of digital collaboration platforms. It allows users to work on a single file, keep track of the versions, leave annotations or comments on certain documents, and more.</p>\n<p><strong>Cost-effective file recovery. </strong>Compared to physical document storage, cloud-based document management systems cost less, especially when it comes to recovering a lost or damaged document. Web-based document management platforms have file recovery measures in place, which allows users to retrieve and restore lost and damaged documents faster.</p>\n<p><strong>Eco-friendly. </strong>Paperless storage and file-sharing make cloud-based document management an eco-friendly system. Using digital files instead of printing physical copies not only contributes to waste reduction, but it also saves company resources by reducing disposal work.</p>\n" } }, { "@type": "Question", "name": "What are the features of document management systems?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q3", "text": "<p>Some document management systems have more features than others. Tools and functionalities may differ depending on what the document management system is specifically created for and its target users. Below, however, are some of the key features a cloud-based document management system must possess:</p>\n<p><strong>File storage</strong>: A document management system should be able to function as a digital file storage platform that also supports multiple formats.</p>\n<p><strong>File sharing</strong>: Depending on the user access set, all files stored in a cloud-based document management system must be shareable with other users.</p>\n<p><strong>Easy location of</strong> <strong>files</strong>: A dedicated search tool makes a big difference in locating files within a document management system.</p>\n<p><strong>Access permissions</strong>: Not all users must have the same level of access to all files. This applies particularly to documents that contain confidential information to prevent unauthorized access that can lead to data leaks.</p>\n<p><strong>Integrations</strong>: An effective document management system does not function independently, it must be able to work with other applications used in your business operations, particularly collaboration platforms and others,</p>\n<p><strong>Security</strong>: Aside from user-defined roles and access permissions, a document management system must have robust security measures in place to prevent external threats that can cause information leaks and data loss.</p>\n" } }, { "@type": "Question", "name": "What is the easiest document management system to use?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q4", "text": "<p>The most user-friendly document management systems on our list are the following:</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/pandadoc/\">PandaDoc</a>.\u00a0</strong>PandaDoc comes with an easy to use interface that does not require technical expertise to learn. Its document creator’s drag-and-drop is also user-friendly.</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/zoho-forms/\">Zoho Forms</a>. </strong>This is another document management system that combines power and ease of use. It provides users with user-friendly tools for creating forms and is also mobile-friendly, which allows you to easily access documents from various locations.</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/pinpoint/\">PinPoint</a>. </strong>PinPoint takes pride in its ability to keep your documents organized and secure. Implementing PinPoint’s organization features is easy\u2013you only have to set up cabinets and folders and define user access to keep your documents protected. It also has a built-in program that helps automate your workflow.</p>\n" } }, { "@type": "Question", "name": "What is a good free document management system?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q5", "text": "<p>There are good document management systems that you can use for free and here are some of them:</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/zoho-forms/\">Zoho Forms</a>. </strong>A feature-filled platform that comes for free, Zoho Forms provides users with free a form builder, unlimited reports, and others.</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/samepage/\">Samepage</a>. </strong>This document management platform accommodates an unlimited number of users and offers 1GB of file storage, real-time collaboration, task management, file sharing, file editing, and more for free.</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/zoho-docs/\">Zoho Docs</a>.\u00a0</strong>The free version gives access to a maximum of 25 users, 5GB of file storage for each user, file versioning, Dropbox integration, in-app chat, email notifications, and more.</p>\n" } } ] }</script> <div class="category__author" style="display: flex;"> <div class="category__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/nestor_gilbert.png?width=100&token=6ScUWugJRbB_avxvtDy53A" alt="Nestor Gilbert" class="lazyload"> </div> <div class="category__author__desc"> <h4>By <a href="/author/nestor/" title="Nestor Gilbert">Nestor Gilbert</a></h4> <p>Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.</p> </div> <div class="clearfix"></div> </div> </div> <div class="clearfix"></div> <p class="updated">Updated <time datetime="2025-02-06T17:49:07+00:00" title="2025-02-06T17:49:07+00:00">February 06, 2025</time></p> </div> </div> </div> </div> </div> </div>  <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <h3> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://financesonline.com/media/themes/fot/dist/img/information.png 1x,https://financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </h3> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. 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