G2 Crowd Acquires Siftery to Create a New Way to Buy and Manage Software Spend šŸš€
Docsmore

Docsmore

4.9
(21 reviews)

Docsmore is a cloud and browser based document management solution designed to be easy and intuitive to use with minimal user training.

Work for Docsmore?

Learning about Docsmore?

We can help you find the solution that fits you best.

Docsmore Features

Signature Process

Document Signing

Allows signor to easily and intuitively sign documents

97%
(Based on 9 reviews)

Reminders and Expirations

Reminds signors of documents that are waiting to be signed and document expiration dates

91%
(Based on 7 reviews)

Sign-In Process

Process of authenticating is secure and seemless

97%
(Based on 9 reviews)

Mobile

User can easy send and sign documents on mobile devices

Not enough data available

Signature Workflow

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

100%
(Based on 7 reviews)

Mass Signatures

Send documents requiring signature to 1000's of signers at once

100%
(Based on 5 reviews)

Reporting

Provides standard reports and easy creation of custom reports to manage signature process

93%
(Based on 6 reviews)

Signature Document Creation

Easy to create signature blocks on all required electronic document types/formats

96%
(Based on 7 reviews)

File Management

File Type Support

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Not enough data available

Metadata

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Not enough data available

OCR Scanning

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

n/a

Versioning

Keep track of incrementally changing versions of the same file.

Not enough data available

Collaboration

Multiple users can collaborate on document creation, annotation, and review.

Not enough data available

Document Assembly

Autogenerate documents based on templates and form submission.

Not enough data available

Form Creation

Able to create and manage submittable user forms.

Not enough data available

Portals and Sites

Able to create user portals and sites.

Not enough data available

Disposition

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Not enough data available

Search

Can easily find files via a simple and/or advanced search.

Not enough data available

Web Interface

Ability to access documents via a web interface without a client being installed on a device.

Not enough data available

Mobile Apps

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Not enough data available

Contract Management Platform Features

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

94%
(Based on 5 reviews)

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Not enough data available

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

97%
(Based on 5 reviews)

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Not enough data available

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

100%
(Based on 5 reviews)

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

100%
(Based on 5 reviews)

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

97%
(Based on 5 reviews)

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

94%
(Based on 5 reviews)

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Not enough data available

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Not enough data available

Workflow

Process Automation

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

Not enough data available

Conditions

The workflow engine provides relevant and customizable conditions on which to execute rules.

Not enough data available

Activities

Any action a user can perform in the system can be specified as an automated action.

Not enough data available

Records Management

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

Not enough data available

Case Management

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Not enough data available

Administration

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Single Sign-On

Onboarding and offboarding team members with Active Directory/SAML-based identity providers.

Not enough data available

Policies and Controls

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Not enough data available

Storage Limits

Administer storage limits by user or group.

Not enough data available

Storage Zones

Choose at which data center your files should be stored.

Not enough data available

Security

Stores and transfers files in secure environment.

Not enough data available

Platform

Internationalization

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Not enough data available

Performance and Reliability

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Not enough data available

Reporting and Auditing

Access pre-built and custom reports to monitor user activity and storage.

Not enough data available

System of Record Integration

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Not enough data available

APIs

Enables custom integration to external systems.

Not enough data available

Security and Scalability

Regulatory Compliance

Meets required regulartory compliances

96%
(Based on 7 reviews)

Signature History and Audit

Tracks all document signing history to comply with required regulations

100%
(Based on 7 reviews)

Enterprise Scalability

Provides features to allow scaling for large organizations

97%
(Based on 5 reviews)

Platform

Custom Branding

Custom branding can be applied through signature process

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Internationalization

Not enough data available

Performance and Reliability

Not enough data available

Integration APIs

Not enough data available

To which systems have you integrated this product

Not enough data available

Docsmore
4.9
(21 reviews)