Best Nonprofit Document Workflow Software

Interfacing Enterprise Process Center (EPC)

Interfacing Technologies

Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!

55 Ratings

Starting Price: $10/month/user

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Pdftools

PDF Tools

Whether you have thousands of documents or millions, Pdftools has the products and services to help make processing a breeze. Designed for document-heavy industries, Pdftools’ suite of SDKs and APIs are here to make your document workflows easier, faster, and stress-free. Built on SDKs and APIs, the Pdftools products integrate seamlessly into your existing (or new) systems and applications. Process thousands of documents every minute. Our tools are precision-engineered to be efficient and run at blazing speeds. We’re engineers at heart, so we’re only satisfied with the most reliable, orderly, and usable, and well-documented platforms. Shrink file sizes down, but keep the quality and interactivity. Your documents will always be compliant for long-term archiving. We’ve obsessed over every detail in our products, and documented everything so it’s easy to get started.

13 Ratings

Starting Price: $0/month/user

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LogicalDOC

LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.

120 Ratings

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SODA PDF

LULU Software

Soda PDF is the software solution that helps your business quickly achieve any document goal with ease. Edit, create, convert, merge, split, sign, or secure PDFs to your needs. Modify documents using the best PDF editor and PDF converter. Our easy-to-use PDF tools are made to streamline any document workflow with efficient results. With the fastest Microsoft Office to PDF converter on the market, our Batch tool helps you create or convert multiple PDFs at once, along with the ability to add page numbers, watermarks, Bates numbering & secure permissions to multiple files or folders in seconds. Keep a safe distance between people and paper by signing, managing & tracking electronic signatures remotely using our efficient E-Sign feature. Save time & avoid retyping with OCR Edit to quickly search, recognize & modify text contained within any scanned document or image file. Access Soda PDF’s entire suite of tools & services directly from your desktop, or from any device with a web browser.

287 Ratings

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MyQ

MyQ X is the print management software that respects people – and knows their need for faster and more efficient print and scanned document workflows – regardless of device manufacturer, fleet size, or network type. From a management perspective, MyQ X enables closer oversight of costs and increased data security with its print and scanning settings. The MyQ X embedded terminal allows customization and secure work flows. For IT support staff, benefits start with automatic device detection and remote installation and continue with an admin web terminal with certified accessibility (WCAG) to give admins a single viewpoint of the fleet. End users gain from MyQ X in the office and on the go. The MyQ X Mobile Print Client (iOS and Android) enables users to add or remove documents from the print queues. In the office, MyQ X enables self-registration and QR code login. MyQ X includes the freemium SMART, ENTERPRISE for SMEs and large firms, and ULTIMATE with advanced workflows.

10 Ratings

Starting Price: $0 for MyQ X Smart

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Optix

Mindwrap

Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo

Starting Price: $360

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DigiParser

DigiParser is a document workflow automation platform that simplifies data extraction from documents like invoices, contracts, forms, resumes, and receipts. It uses advanced OCR and machine learning to extract, validate, and process data, converting documents into structured JSON or CSV formats. Users can create custom parsers for their documents, automate workflows, and integrate the extracted data into tools like Zapier, QuickBooks, Xero, Salesforce, Google Sheets, etc. DigiParser supports team collaboration with flexible billing options, allowing multiple team members to work on different parsers. With features like schema customization, review stages, and workflow automation, it ensures high accuracy in data extraction while saving time and reducing manual work.

Starting Price: $29/month

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Perftech.DocSay

Perftech d.o.o.

Perftech.DocSay - Document Management Solution. Perftech.DocSay is an efficient solution that provides comprehensive information and document management in a modern business environment. The solution is highly scalable, allowing you to adapt it to your business processes and environment. Perftech.DocSay allows you to manage various aspects of documentation, such as ISO documentation management, inbound mail capture and processing, invoice management, project documentation management, quality management, and the storage of original documentation such as contracts, quotations, manuals, work orders and more. Mail - Processing of incoming mail and all procedures related to incoming documents. Invoice capturing and validation Electronic archiving of ERP documents Project Management documentation Quality Systems documentation Management (ISO,...) Automation of document workflows Integration with ERP systems is possible due to the openness of the system. Flexibility

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PandaDoc

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

56 Ratings

Starting Price: Free

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Adobe Document Cloud

Adobe

With Adobe Document Cloud — which includes the world’s leading PDF and electronic signature solutions — you can turn manual document processes into efficient digital ones. Now your team can take quick action on documents, workflows, and tasks — across multiple screens and devices — anywhere, any time, and inside your favorite Microsoft and enterprise apps. Connect to your PDFs from anywhere and share them with anyone. With Acrobat Pro DC, you can review a report on your phone, edit a proposal on your tablet, and add comments to a presentation in your browser. You can get more done without missing a beat. When Adobe Sign drives all-digital signature workflows, it’s fast and easy for anyone to create, route, and get agreements legally signed. Businesses can streamline new-hire onboarding. Individuals can get applications approved in a snap. And everyone can finish multi-step processes faster than ever.

3 Ratings

Starting Price: $12.99 per month

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FileHold

FileHold Document Management Software

The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.

2 Ratings

Starting Price: $15.00 / user / month

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PDF Automation Server

Qoppa

PDF Automation Server – PDF Processing Server PDF Automation Server is a modular server product that provides a rich set of PDF processing functions for different environments. Use PAS as an essential tool to streamline your PDF processing, document workflows and web service orchestration in your organization. REST API Module Use REST API calls to easily integrate into your existing document workflows HTML5 PDF Module Convert documents and serve end-users PDF files directly in the browser Workflow Module Automate the receiving, processing & routing of documents with the PAS Workflow Module Robust REST API PDF Automation Server provides a complete set of PDF processing and conversion functions in a robust REST server environment that can easily integrate into your existing document workflows and work with 3rd party integration and orchestration products. HTML PDF Markup Module PDF Automation Server provides a module to enable markup of PDF documents in the browser.

2 Ratings

Starting Price: $2,400

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DocHub

Edit, send & sign PDF documents online for free. Document workflow, simplified. DocHub streamlines document signing, distribution and form completion. Import your document to DocHub straight from your inbox, drag and drop your signature, and email it back. No need to print and scan! Request signatures or completed forms from other parties and DocHub will walk the recipients through the document, field-by-field, until its signed and finalized. Getting a document signed by multiple individuals has never been easier. Specify who needs to sign and where, then send the document as a Sign Request and DocHub handles the rest. Edit PDFs online. The Page Manager displays thumbnails of each page in your document, allowing you to rotate, delete, or reorder pages using drag and drop. Easily merge PDFs or other documents together with a simple click. Gmail, Google Drive and Dropbox are seamlessly integrated into DocHub.

2 Ratings

Starting Price: 0$ (free plan)

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GetAccept

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

1 Rating

Starting Price: $25 per user per month

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MyDocSafe

DocSafe

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

1 Rating

Starting Price: $8 per month

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Process Fusion 360

Process Fusion

Process Fusion 360 (formerly CapturePoint and UniPrint) is a secure cloud-managed platform that helps organizations automate their business processes through documents, print, and digital data. So whether staff are working at home or in the office, PF 360 enables a seamless hybrid office solution that simplifies document workflows, provides better team collaboration and improves business outcomes. Process, route and print documents in an efficient, timely and traceable manner. Simplify workflow processes and gain greater document lifecycle visibility. Connected document workflows between internal staff, customers and partners alike. By combining our intelligent capture, document process automation and cloud printing technologies into a single end-to-end digital platform, businesses can eliminate the need for manual document processes and traditional print management or printing.

1 Rating

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Digital Documents

Digital Documents LLC

At Digital Documents we've developed dDSecureSearch, a secure private cloud based hosted document management solution to empower your Teams to meet their goals. We have some the most advanced cloud hosting solutions in Washington, DC. Not all documents belong in the cloud; some just aren't cloud ready and some documents should stay on local servers. That's why we offer a Physical to Virtual System Analysis and Assessment with every cloud offering, providing a clear roadmap to a successful cloud migration. Our experts start by identifying cloud-ready content, determining your Team’s performance objectives and then defining it recovery point and time objectives. This allows us to tailor our cloud hosted solution to your organization’s unique security, recovery and access needs. Next is migration — documents are ported to our secure cloud search offering. At the same time, your existing document workflow is assessed and digitized as necessary to support on-demand and scalability.

1 Rating

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SearchExpress

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

Starting Price: $39/user/month Cloud.

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Autenti

Autenti is an all-in-one e-signature platform for the approval of documents and signing contracts online. We transform traditional b2b and b2c transactions into e-commerce through convenient and secure ways that bring more sales with one-click e-signatures, BPA solutions and remote identity verification services. Autenti significantly reduces the time it takes to close any transaction that would take several days to just a few seconds, allowing for measurable benefits and savings. The platform is independent of all signing parties, is eIDAS regulation-compliant and is an intermediary trust service provider that secures document integrity and business certainty. Autenti aims to digitise document workflows, reduce paper and ink consumption, replace the use of courier services and become a leader in pro-ecological solutions. The Autenti platform has it all, guaranteeing clients a full scope of e-transaction services.

Starting Price: 20 EUR/month/per user

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elDoc

DMS Solutions

elDoc - Intelligent Integrated Platform, enterprise level solution for intelligent document processing and end-to-end document workflow automation delivering true automation values. elDoc - is an out-of-the box solution designed to intelligently understand and process data of different type. elDoc enables business to intelligently digitize data (by reading, locating, capturing, recognizing and converting unstructured data to structured format, processing the data from end-to-end perspective). elDoc is not just Intelligent OCR, it is fully Integrated Intelligent Automated Platform for end-to-end Document Workflow Automation and Document Understanding powered with cognitive technologies and robust Security Framework. elDoc will not limit your business by Total Page Count / number of documents to be processed through the system. elDoc provides unlimited document volume processing capabilities for your business to quickly scale up and achieve the greatest automation benefits.

Starting Price: $80 per user per year

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Secured Signing

Founded in 2010, Secured Signing provides a simple, smart, and secured digital platform to organizations (both large and medium sized), seeking cost-effective, flexible, trusted, and tamper-proof solutions to their legally binding document management needs. The Digital Signature, Video Signing, and Remote Online Notarization (RON) features enable users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime- all from a single, cloud-based platform. Smart business understands the critical need for a streamlined document workflow process. Secured Signing provides the premier business solution that cuts back on expenses, expedites delivery cycles, improves staff efficiency, and enhances customer service, all while promoting a green environment. Secured Signing web service uses Digital Signatures PKI technology for digitally signing documents. ISO/IEC 27001 and ISO/IEC 27017 Certified

Starting Price: $9.95 per user per month

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Documill Dynamo

Documill

Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity.

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SignWell

Make it so easy to sign your documents that it cuts turnaround time in half. SignWell (formerly Docsketch) is a free electronic signature tool for legally binding esignatures and faster document signing. Get 40% faster turnaround time and save hours (sometimes days) of waiting. Electronic signatures are built into SignWell in an intuitive way that’s easy for everyone to use. Avoid the slow and frustrating process of printing, signing, and faxing/emailing back. SignWell is compliant with U.S. and international e-signature laws. Signed documents are archived and protected from further changes; they're as legally valid as pen-and-paper documents. Document workflows let you choose whether to get everyone to complete your documents at once, or one-by-one in a specific order. When you need people to sign in a specific order, each person automatically gets notified when it's their turn. You'll know exactly who still needs to complete the document.

Starting Price: $10 per month

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Dedoco

No-store proposition with anti tampering features and authentication for added document security. Save time by connecting your document workflow & processes to leading platforms and custom apps. A customisable solution that allows a flexible and agile integration with your system to kickstart your digital document journey. Save time by connecting your document workflow & processes to leading platforms and custom app. Create, store and record digital signatures for all your document transactions with powerful APIs designed to help you digitalise your document signing process. Our platform supports various signing capturing inputs such as doodle , type or uploading an image signature. Electronic and digital signature captured through Dedoco complies with most jurisdiction.

Starting Price: $15 per user per month

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Portant

Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.

Starting Price: $42 per month

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Vectorworks Landmark

Vectorworks

This all-in-one program will transform your design, presentation, irrigation, and documentation workflows. Unlike other software, Vectorworks has the flexibility to support your entire project from beginning to end, or anywhere in the process — with tools created specifically for you as a landscape professional. With Vectorworks Landmark’s BIM capabilities, they are. That means a change in one place is reflected everywhere. So, as changes occur, you can spend more time designing and less time manually updating drawings. The process of Building Information Modeling gives you the power to optimize your designs. Automatically generate schedules and reports. Calculate construction costs and material takeoffs. Analyze terrain for cut/fill, slope, and drainage. Evaluate water budgets and track sustainability goals, like leed and sites projects.

Starting Price: $3,045 one-time payment

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BlueRelay

Indellient

Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.

Starting Price: $10.00/month/user

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Docupilot

Flackon

Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.

Starting Price: $29 per month

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DocXellent

Specialists With a Trusted Solution for Document Control and Specification Management. Store your critical business documents in a secure, centralized repository where you can automate company-wide workflows and manage revisions, review and approval routing, electronic signatures and more. Digitize your specifications in a centralized system where you can easily structure, manage and share your specs and data, minimize human error and gain visibility across your product lines. Many organizations struggle with these inefficiencies as a result of manual, paper-based or homegrown document management systems. The power of a document management system is in its ability to simplify complex manual processes like document revisions, review and approval workflow, change control, and the distribution process. The ENSUR document management system streamlines these processes for you by automating your document workflows, minimizing employee errors and increasing overall company efficiency.

Starting Price: $7,500 one-time payment

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Docsvault

Easy Data Access

A complete Document Management Software that allows you to Capture, Centralize, Manage, and Secure all your paper documents, electronic files and emails. Access your data outside your office using any Web Browser or go mobile with our Android and iOS apps. Docsvault helps companies manage, share, and collaborate on documents easily. Automate document workflows and stay organized as You grow! Go Paperless! Scan documents and organize them with Docsvault Document Scanning Software. In document management, Document Scanning and Digitization refer to the process of scanning paper documents, and converting them to electronic documents, capturing valuable information, and saving the document in a central repository for easy retrieval later. Docsvault includes built-in document scanning software that simplifies the document scanning process and digitizes paper documents.

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Compare the Top Nonprofit Document Workflow Software as of April 2025

What is Nonprofit Document Workflow Software?