The Docstar software makes it easy to get my hands on any historical document related to any of our customers very quickly.

I love the integration with Epicor and the workflow approvals.

Very happy overall and would purchase it again if needed.

They keep charges in Y that would have already been paid as part of X.  Double-dipping. Their accounting team is inflexible and will refuse to work with you to resolve the problem.

Cost of ownership - affordable, feature rich system.

Pretty easy to use and upload copies of checks and to file when done. Everything is user friendly.

There are some functionality gaps but they would apply to only the largest of companies. I've got no real complaints with the product; most of what I encountered are experiential things.

No applicable at this time. We only use the data to view.

Sometimes it's more complicated than it needs to be to build a workflow. The need to download some files in order to view them is bothersome.

Easy to use; If you have a problem you can chat online with customer service.

Web based GUI is easy to navigate and clean. Install is not difficult.

Seems slow; lot of steps to file a document; user starts to file the document and the information disappears - have to start the filing process again.

Often have problems trying to move or email a document.

The thing that has made DocStar helpful at all has been the fact that our accounting team created detailed tutorials for staff use.

Horrible experience ending with litigation with PIF Technologies.

Trying to find documents for audits was a tedious, costly process and storing documents in file cabinets exposes our organization to theft and loss.

It has the ability to be highly customized and accommodate complex workflows. Does great at retaining images of documents and the search functions are usable and logical.

We also use it for our A/P and locating assets within the township. Docstar integrates with our GIS systems and makes it very easy to locate documents, permits and any assets with a click of a button.

The integration is Static. Once you run the workflow, the links are no longer live.

The program crashes often and seems to randomly lose documents all the time, and its user interface isn't the friendliest.

I found it very user friendly and easy to set up. I looked at several different programs at the time and very glad I choose DocStar.

Once you understand where everything is, navigation throughout the system is pretty straightforward. Form templates can have as much, or as little data fields as needed.

DocStar is good for those who don't work with expense reports often as it is very baseline as far as advancements go.

Batch importing thru email, hot folder, xml or csv comes free. Full MS Office integration and virtual print driver come free.

We hope to take advantage of integration with Epicor and finding documents within the sales order.

The feature that I like the most about the softwareis its ability to help us organize our documents.

Lack or ready report, lack of ready workflow, lack of full Kinetic feature in ECM that works, bugs all around related to Kinetic.

I can only view previously filed documents. All of this is making it very difficult to do my job.

Lack of documentation on how to use the software or how to customize it. Difficultly customizing the software so that users can use it.

Customer service is worthless, upgrading from the previous version to this one took twice as long as quoted, everything about this program is cumbersome and harder than it should be.

Past and present employee information is always at your fingertips. Fingertips that no longer have to deal with constant paper cuts.

Haven't found anything we don't like about this software.

Storing content digitally will give us a fast return on investment in labor and storage. Finding new uses for the solution all the time.

Lots of great options at an affordable price point.

I have almost 20 years experience with competing content management platforms so I'm not new to it. I know what I want them to do and how I want them to do it.

We met with the top 4 or 5 vendors in addition to docSTAR and docSTAR met every one of our requirements.

System is very user friendly and able to retrieve a document in seconds rather than deal with paper files.

Very satisfied with the system and would highly recommend.

Most importantly, DocStar's customer service has been TOP NOTCH...although to be fair, we hardly ever have to call them since the solution is so stable.

Easy of using the product, great customer support and great results from potential clients.

Super flexible in regards to the docs you want to add. Super easy to use and train someone on how to use it as well.

It integrates perfectly with CRM software like Salesforce.

It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.

Since we have started using Paperless Proposal it has saved us a lot of time and money.

We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker.

I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.

Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.

Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.

The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent,  I would highly recommend this tool.

I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.

Pros: Ease of use is great, very organized, customer service is OUTSTANDING.

Because it is new technology to a lot of people some of our customers have found difficult viewing it.

From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional.

Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.

The software is a bit difficult to maneuver and clunky.

A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper.

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.

ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day.

It's also nice you can have other people review a draft before you send it out to clients, all with no printing.

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature.

I hope no one else in my industry buys this so I can use it to kick there ass.

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways.

The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.

Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company.

US Dollar

DocStar Enterprise Content Management serves large and midsize businesses across all industries and provides tools to upload, store and share documents in a variety of formats. Cloud-based and on-premise versions of the software are available.


Users can capture and upload content using desktop computers, smartphones, tablets and multifunction printers, and the cloud-based version of the software allows users to upload content anywhere there is an internet connection. Supported file types include standard document formats such as .doc and PDF, as well as .wav, .jpg, .html and more.


DocStar helps users comply with document retention and records management policies. Other key features include version control, user-based permissions to control access to files and integrations with a variety of other software solutions.


Support is offered through an online portal, via email and over the phone. Software licenses and monthly subscription pricing is available.



LongDescription

Optical Character Recognition

Document Storage

Access Controls/Permissions

Digital Signature

Electronic Signature

Single Sign On

Approval Process Control

Rules-Based Workflow

Data Extraction

Document Capture

Digital Asset Management

Aging Tracking

Collaboration Tools

Data Capture and Transfer

Content Library

File Recovery

Full Text Search

Offline Access

File Conversion

Document Classification

Duplicate Payment Alert

Audit Trail

Version Control

Content Management

Configurable Workflow

Information Governance

Mobile Access

Real-Time Data

Vendor Management

Filtering

Role-Based Permissions

Forms Management

Workflow Management

File Sharing

Activity Dashboard

Invoice Processing

Fraud Detection

Cash Management

Document Review

Document Automation

Audit Management

Compliance Tracking

Reporting/Analytics

PO Reconciliation

Customizable Forms

Drag & Drop

Archiving & Retention

Third Party Integrations

Document Management

Indexing

Document Generation

Search/Filter

Status Tracking

Customizable Reports

Data Import/Export

Compliance Management

Alerts/Notifications

File Management

Commenting/Notes

Activity Tracking

SSL Security

Email Management

Reporting & Statistics

Metadata Management

Customizable Branding

Asset Lifecycle Management

Tagging

Secure Data Storage

Electronic Forms

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

DocStar ECM

In Person

Live Online

Webinars

Documentation

Videos

ClientPoint (formerly Paperless Proposal)is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding.


ClientPoint enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard.


Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.


Paperless Proposal offers integration with Salesforce, Microsoft Dynamics, NetSuite, Sertify, RightSignature and DocuSign.



Real-Time Analytics

Content Delivery

Proposal Generation

Templates

Pipeline Management

Communication Management

Interactive Content

Document Analytics

Churn Management

Contact Management

Lead Management

Requirements Management

Bid Management

Data Security

Proposal Management

Client Portal

Video Support

Multi-Party Signing

Knowledge Base Management

Reminders

Time & Expense Tracking

Community Management

Customizable Templates

Conversion Tracking

Sales Onboarding & Training

Feedback Management

Quotes/Estimates

Team Collaboration

Third-Party Integrations

Live Chat

RFP Creation

Customizable Fields

Mobile Signature Capture

Authentication

Engagement Tracking

Purchase Order Management

User Management

Electronic Payments

Personalization

Meeting Management

Payment Processing

First user $95/month.  Additional users as low as $35/month depending upon company needs.

DocStar ECM vs ClientPoint

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