Have you spent hours perfecting a business document only to learn that you’re working on the wrong version of the file?
Your coworker casually mentioned over Slack that a new document version was created (and buried) somewhere. Turns out your client requested a couple of contract changes over email. Imagine the overwhelm and frustration you get the moment you read that note. So much for trying to optimize your contract workflow. It’s difficult when everyone’s not on the same page.
You’re not alone. According to a survey conducted by Harris Interactive, 4 out of 5 workers lose time every day because of document versioning problems. Whether working on manuals, invoices, requests, quotes, briefs, reports, or contracts, it’s massively better to collaborate right on the documents.
For you to make working on the documents smoother, we’ll talk about 12 document workflow solutions that will help you not just manage, but automate your document workflows. Let’s first establish a common understanding of what document workflow management is.
Document workflow management is the system that is set in place to generate, track, revise, approve, capture, retrieve, retain, and destroy documents that are linked to particular business processes.
It’s not restricted to legal documents like contracts. You can work on invoices, quotes, and other general business docs — it’s still considered as a document workflow.
As an organization that uses documents for business, it helps to start with these questions.
It’s important to find out how significant is the amount of manpower and time spent on managing your documents.
If you’re often set back by issues on document workflow, it’ll be worth your while to look into these.
Here, we’ll share 12 of the best platforms that offer document workflow solutions, what they’re best at, their top 3 features, and price range. This will help you know which one would suit your business’ needs best.
Avokaado is best for managing and automating business documents and workflows, especially legal ones. It can be used at every stage of your document lifecycle — from drafting, managing approvals, executing contracts, and even digitally signing the documents.
Plus, users both inside and outside of your organization can collaborate here. Teams can work on documents simultaneously, search for correct clauses and wordings, and collect input pieces from involved parties.
Everyone with access can access the document database, track progress, re-use data. Most of all, it’s compliant, limiting risk when delegating to teams and clients.
Top 3 features
Price range and free trial option
Avokaado offers a 7-day free trial for every plan. Plans start at 29€ for one user, and up to 60€ per user for customized services.
The HR department is home to a lot of documents: company policies, handbooks, offers, contracts, appraisals, and other confidential documents as well.
Zoho allows its users to upload, organize, and share public documents while giving the option to keep confidential documents secure.
Top 3 features
Price range and free trial option
Zoho offers a free 15-day trial for all their plans, except for the 30-day trial offered to potential clients looking into purchasing their Ultimate plan. It starts at $14-$52 per user, monthly.
Docsumo leads document workflow software when it comes to managing invoices and bank statements.
They make use of OCR technology that helps convert documents like invoices, bank statements, and pay stubs to intelligible data that is easy to digest, process, and use to make smarter business decisions.
Top 3 features
Price range and free trial option
Docsumo offers a free demo and starts at $500 a month for up to 1000 documents monthly.
eFileCabinet automates work for the HR, Finance, Legal, and IT department. It gives you an in-depth look at your workflow stages so you can plan for efficiency across the entire organization. Documents are secured in an encrypted portal so you don’t have to worry when sharing and sending legal documents.
Top 3 features
Price range and free trial option
They offer a free trial option and start at $15 per month, per user.
Docuware enables organizations to go through digital transformation while still keeping all business processes secure and automated.
With their cloud document management and workflow automation, this tool helps distributed teams digitize their business documents and optimize those new processes so they can still operate at full productivity.
Top 3 features
Price range and free trial option
DocuWare offers a 30-day free trial. DocuWare starts at $300 a month for a small organization with around 4 users.
TrackVia provides a platform for automating and streamlining your manufacturing resources, projects, and inventory across teams and even multiple locations.
It’s a no-code platform that lets you edit a template, convert a spreadsheet or build document databases. It can replace spreadsheets and automate manual processes.
Top 3 features
Price range and free trial option
TrackVia offers a free trial and starts at $499 for their mobile plan, where 1 admin and 5 mobile-only users can use the platform.
ProcessMaker helps businesses make sure they comply with Service-Level Agreements (SLAs). It has a Business Activity Monitoring (BAM) that notifies users the moment certain business process conditions aren’t met. It also has forms that capture data, getting approvals directly from email, and dashboards that ensure objectives are met, and more.
Top 3 features
Price range and free trial option
ProcessMaker offers a free trial and starts at $1,495/mo for the standard plan for workflow automation. To use low-code iBPMs and access case management, pick the $2,479/mo Enterprise plan
Integrify makes building custom document and file approval workflows easy to create even with numerous business units and legacy systems. This way, companies can build on their existing systems rather than starting anew. It’s best for use by businesses that are transitioning to digitization (like global Pharma companies).
Top 3 features
Price range and free trial option
Integrify starts from $38 per user, per month. No details on whether a free trial is available on the website, but they do provide a free demo upon request.
Nintex is a workflow automation software platform that helps businesses improve existing processes by eliminating repetitive tasks through easy-to-set-up automation.
They also offer visual process mapping, workflow automation, and robotic process automation for every major industry there is.
Top 3 features
Price range and free trial option
The Nintext Workflow Standard plan starts at $910 per month. They also offer a free 30-day trial.
If you’re still using spreadsheets and still rely on Outlook to track your team’s activities, then Comindware Tracker will save the day.
This workflow management software enables you to adjust quickly with your changing business processes, all without the long IT developmental cycles and cost spend.
Top 3 features
Price range and free trial option
Price starts at $9.99 per feature, per month. A quote can be requested from the website. They also offer a free trial.
Panda Doc offers an all-around solution to create, manage, and sign documents with ease, making it ideal for fast-moving teams dealing with sales.
It also allows for the creation, editing, and signing of documents. Let’s just say it helps you close deals and generate more money faster.
Top 3 features
Price range and free trial option
Panda Doc offers a free service, while their essentials plan starts at $19 per user, per month.
KissFlow focuses on making the procurement process quick and easy with automated and intuitive process automation.
It’s a simple, low-code platform that uses forms to collect data, APIs and Zapier to link to your workflows and real-time custom metrics to make smart decisions.
Top 3 features
Price range and free trial option
KissFlow offers a free trial and starts at $1,990 yearly.
A document workflow solution is the answer to messy processes, inefficiencies, and lagging business processes. The solutions range from customization, collaboration and could span to document workflow optimization.
Depending on the documents that you want to optimize and the workflows that you’d like to automate, choose the platform that fulfills your needs.
Avokaado is made for legal workflow automation. Avokaado is made for end-to-end contract lifecycle management from one place: smart drafting, co-editing with parties, negotiating, approving, e-signing, document management, metadata search, and tracking dashboard.
Avokaado combines documents, data, and automated workflows under one streamlined Operational Intelligence Platform to drive revenue growth and achieve compliance on autopilot. Want to replace your manual processes and legacy systems with AI-driven, smart document flows?
Book a demo