There are hundreds of workflow management systems to pick from. You’d be forgiven for throwing your hands in the air and crying, “Enough! I’ll stick with my legacy processes.”
If that sounds familiar, we’ve got you covered. In this article, we’re going to review five of the top document management workflow systems on the market.
Many companies consider document workflow automation software to be an essential piece of business tech kit. It’s also typically used by all departments. As such, it’s the platform type that we’ve chosen to focus on.
How to Evaluate Workflow Management Apps in 3 Steps
To find an app that’s a good fit for your business, consider the following three factors:
- Core functionality: All workflow automation systems should have an interface to set recurring or trigger-based tasks, collaboration spaces (such as chat areas) for teams to work together, and analytics.
- Integrations: Integrations are essential. They enable the transfer of data between platforms. Conduct a full review of your existing technology suite and list all the integrations that you require. While custom-built integrations are best, Zapier can be used if necessary.
- Ease of use and employee permissions: Ease of use is important, especially for large companies where hundreds or even thousands of employees are expected to use a platform. Enterprise organizations should also ensure that their chosen app has adequate employee controls.
Top 5 Providers of Document Workflow Automation Software: An Overview
Here is an overview of the top ten providers in the document workflow automation space:
- PandaDoc: PandaDoc is the market leader among document management software brands, and for a good reason. It provides one of the most comprehensive sets of features, which includes pre-written templates, auto-notifications, in-depth tracking, electronic signatures, document payment buttons, and more. Sign up for a free trial to demo the software.
- DocuSign: DocuSign is another well-known brand in the document management world. It offers several subscription packages and is best suited to small and medium businesses, with tools for managing both internal and external documents.
- Icertis Contract: Icertis is an enterprise-level contract lifecycle management (CLM) solution. If you are responsible for managing the contracts of a large organization, you will find a lot to like in its feature set, which includes rule-based automation, productivity enhancement tools, and deep analytics.
- Juro: Juro is similar to other providers on this list in terms of core functionality. It has a modern, minimal interface and integrations with top cloud storage providers like Microsoft and Google. Juro is ideal for small companies and startups that are expecting to scale. A discount is offered to non-profits.
- Proposify: Proposify is a sales-focused platform (note the play on “proposal” in its name) that is ideal for medium companies that expect ten or more employees to use the app. The business plan includes a “success manager” and onboarding assistance.
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