Best Document Management Software for Windows

Napersoft CCM Document Platform 8 is our latest distributed platform solution for Microsoft® Windows and Linux servers. It was developed for today's wired world and offers browser-based computing with many new and advanced features. A platform for medium to very large enterprises that enables Batch, Interactive and OnDemand composition, formatting and delivery of relevant and personalized customer communications via multiple channel support including print, email, text and many more.. And, it supports communications in over 100 different languages including English, Spanish, Chinese, German, French and many more.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc. Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture. Features Cloud or On-Premise Options Fully Customizable Design Build Sites in Minutes Regularly Updated With New Features Flexible Password Controls Drag and Drop Features/Post Track Views of Content Unlimited Colors/Skins Create Polls/Surveys Sync with Active Directory 11 Supported Languages Built In Block Text Editor Follow Co-Worker’s Statuses Create Custom Workflows Embed Video and Photos Easily Archive Content Video Conferencing Build E-Forms and Reports Merge Multiple Calendars Optimized For Speed All Applications Included View Personal User Statistics Personal Digital Workspace Etc

BoardPAC is an award-winning board management solution that is ideal for board directors to review and approve board agendas on the go. Efficient and secure, BoardPAC is offered across devices such as iPads, Windows laptops and desktops, Android tablets and iPhone and Android phones. BoardPAC integrates fully with Zoom, Cisco Webex, Microsoft Teams, Lifesize and a host of other leading video conferencing platforms. BoardPAC features the strictest security and confidentiality standards such as ISO 27001 certification, 256-bit encryption, and secure transmission, and more. BoardPAC offers the benefits of collaboration, quicker decision making, and easy feedback on meeting documents. BoardPAC conforms to GDPR compliance.

Work remotely and collaborate with your team and clients. Create your firm’s own private workspace in minutes. Bring all the tools you need to one location and enhance your productivity while working remotely. EverLeagues seamlessly connects your company’s internal and external users to collaborate on day-to-day tasks in a secure platform, resulting in better service, saved time, and lowered costs. Collaborate through multiple channels, groups, and teams among employees, clients, and other contacts. Communicate with secure messaging, video conference, and file sharing. Everleagues provides security to all your files and messages without compromising productivity. Organize and manage your business or organization with a role and tier based organizational system. With Everleagues you can easily assign team members to specific organizations if you have different locations or departments. You can also assign specific clients to certain professionals or team members.

The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications.

DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design.

Document, contract, and email management. Find and access all of your documents, emails, and digital files from one easy-to-use interface on Mac or Windows. For the past 25 years, vendors have pushed browser-based document management as being the answer. Clunky and awkward was the criticism back then and it is still true today. DocMoto changes that with true app-based interfaces for both Mac and Windows. DocMoto is app-based for both Windows and Mac. It does not have the restrictions of pure browser-based solutions. For example, users can drag both in and out of the app. It is also familiar to work with; on Windows, it feels like Explorer, on Mac it feels like Finder. From native plugins for Outlook and Gmail to automated email routing or just plain old drag and drop, DocMoto provides easy, workable methods to manage your emails.