DocStar ECM 2026: Benefits, Features & Pricing

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. I also know that many of the products "lose their way" in their quest for profits. It's happened time and again. DocStar does roughly 80% of what the big players do. 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. HOWEVER...dealing with Epicor, the parent of DocStar, is a nightmare. I'm talking about invoice billing. I will warn you right now: these guys don't know how to calculate, will ignore when you tell them that their calculations are wrong and are stuck in the stone ages with how they generate their billing. Every new quote is basically a "re-quote" of a previous quote, rather than what it should be which is just a net difference dollar amount owed. The problem is you've got prorate, you've got one-time fees, you've got discounts and all sorts of things that throw off trying to do "re-quoting" - it's old school and should never be a thing. If you quote X and then quote Y as a "re-quote", and I pay X, you need to subtract X straight out of Y. They don't do that. 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.

Just overall helpful in the loan department. Instead of having to get up and go to the file room, i can easily pull up my docs while sitting at my desk and talking with a customer.

We have made our accounting functions essentially entirely paperless. We started with the AP process and eliminated hours of extra time dealing with paper and printing. We have also incorporated it into remittances and other AR functions. It has helped with document storage and recalling documents quickly. Everything is labeled and available at your search.

DocStar ECM is generally regarded as a comprehensive enterprise content management solution that offers a range of features for efficient document management and workflow automation. Here are some aspects that I have highlighted as positive experiences:Document organization and retrieval: I appreciate the robust document organization capabilities of DocStar ECM. The platform provides intuitive tools for categorizing, indexing, and searching documents, making it easier to locate and retrieve specific files. I can assign metadata, tags, and keywords to documents, enabling quick and accurate document retrieval.Workflow automation and collaboration: DocStar ECM offers powerful workflow automation features that help streamline business processes. I can design and automate workflows to route documents, assign tasks, and facilitate collaboration among team members. This automation reduces manual effort, improves productivity, and ensures consistent and efficient document processing.Document version control: I find the version control functionality in DocStar ECM valuable.But also I had issues with limited customization options, integration challenges, performance and scalability.