The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly.

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast.

Easy to maintain, excellent support and cost efficient.

Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn.

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

DocuPhase is a good software to use for processes, mainly accounting and purchasing.

Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team.

Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

Wait is too long for iDatix customer support, bad for keeping day to day business afloat.

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Administration is very easy to use and configure.

Very stable, and easy user interface like being able to do query's for information and love the global search.

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it.

There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved.

I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great.

The ease of filing documents is impressive. Workflow tools are versatile and intuitive.

I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with.

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams.

This software is very, very easy to use. Helpful with salespitching.

It allows access to customer records, previous campaigns, and call recordings to identify areas for improvement and create notes for better performance.

It's great to have Highspot within our organization. As a new employee, I'm on it all the time and it's been great for finding content that I know that I can rely on.

Overall I've been very impressed with Highspot and wished I had it at previous companies that I've worked at. It is so much better than trying to use a clunky wiki or a drive to store everything.

You really need someone at the company that is willing to organize it. It's very messy without a project lead.

Great place to keep documents and share amongst the team.

It integrates with SFDC which is great because sales can all live in one place.

I like the organization of documentation and resources in Highspot and I like that I can easily preview documents before downloading them or accessing them to send to a customer.

I love the ease of deployment and the simple way of adding new content.

Good Tool for Sales Collateral and Salesforce Integration.

User Friendly CMS, Excellent Fit to Support Sales Enablement at a Mid-Sized Tech Company.

Very good support by the entire team which is great for us.

My company has a lot of materials, pdfs, decks, media, etc. so having it all in one place is great and I love that their search results are very intuitive and will populate related materials.

There was a gap in the amount of good content we have and who was actually sending it out, and Highspot has fixed that problem. Our sales team loves it and they have adopted it quickly.

Highspot is very powerful but we need our marketing team and sales enablement to build out more items in it.

Good Product that allows company to collaborate with sales.

It is super organized and easy to find information to share to prospects. We switched from using Google sheets/links and this has been awesome.

Sometimes it can be difficult as more content is being added to the system to find exactly what you want to use.

I had some issues earlier where there was some lag in accessing docs but it's all been sorted.

The ease of use, the amazing search capability, and the ability to finally have a perfect way to give our Sales team and CSMs a single source of truth for all collateral.

It usually hangs and lags when loading new analytics each time you see the analytics.

I was hesitant to use the software before because I was unsure of how easy or hard it might be to use. I am still undecided in that category.

I love the ability to upload the content and share it with the clients/prospects and tracking when a customer is opening the content which we had sent.

There was lags at time loading different items but usually at off-hours.

Enables our sales team to very easily send out content prepared for them and has awesome tracking to see who clicked on what.

The Marketing Team appreciates access to the analytics around the Sales tools that are most frequently downloaded and shared.

Friendly, responsive, and innovative team. Product is heading in the right direction, and nothing quite measures up that i've used yet.

US Dollar

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of which are designed to optimize and automate back-office operations allowing your HR and Finance teams to focus on more important tasks. 

AP Automation and Vendor Payments Solutions
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. 

Document Management Solution
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper-records, centralizing these documents into an easy to use repository and simplifying how data is stored and retrieved for enhanced security and compliance. 

Forms and Workflow Automation Solution
Automates the collection, routing, approval, and notification processes for things like expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. 

Whether you are looking to automate your entire invoice-to-pay process, or simplify how data is captured and stored; DocuPhase can meet you wherever you may be in your digital transformation journey. 

LongDescription

Commenting/Notes

Optical Character Recognition

Document Templates

Project Workflow

Electronic Payments

Invoice History

Barcode/Ticket Scanning

Payment Processing

Data Verification

Document Storage

Document Imaging

Access Controls/Permissions

Process Change Tracking

Templates

Workflow Configuration

Image Pre-processing

Electronic Signature

Approval Process Control

Data Extraction

Document Capture

Digital Asset Management

Aging Tracking

No-Code

Zone Selection Tool

Collaboration Tools

Data Capture and Transfer

File Recovery

Full Text Search

Recurring Payments

Template Management

Data Import/Export

Offline Access

Process Modeling & Designing

Process/Workflow Automation

File Conversion

Document Classification

Duplicate Payment Alert

Audit Trail

Version Control

Content Management

Electronic Funds Transfer

Information Governance

File Storage

Mobile Access

Compliance Management

ID Scanning

Vendor Management

PDF Conversion

Text Editing

1099 Preparation

Convert to PDF

Forms Management

Graphical Workflow Editor

ACH Payment Processing

Workflow Management

Email Management

File Sharing

Invoice Processing

Alerts/Notifications

Autofill

Fraud Detection

Time & Expense Tracking

Customizable Templates

Business Process Automation

Billing & Invoicing

Metadata Extraction

Document Review

Accounting Integration

Multiple Output Formats

Web Forms

Real Time Reporting

Compliance Tracking

Reporting/Analytics

PO Reconciliation

Batch Processing

Forms Creation & Design

Check Writing

Business Process Control

Drag & Drop

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

Indexing

Document Generation

Search/Filter

Purchase Order Management

Status Tracking

Customizable Reports

General Ledger

Bank Reconciliation

Financial Analysis

Financial Management

Invoice Management

Cash Flow Management

Accounting

Configurable Workflow

Web browser (OS agnostic)

Windows 8

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

DocuPhase

In Person

Live Online

Webinars

Documentation

Videos

Highspot is a sales enablement software, which combines content management and sales teams collaboration to engage with opportunities and leads. Flexibility is an important factor when presenting content to customers and Highspot offers various tools to target customers. Real-time visibility and advanced analytics give deep insights into the value of the content and audience engagement.


A combination of intelligent suggestions and semantic search ensure content and sales boost productivity simultaneously. The software enables teams to connect with customers and circulate content via screen-sharing, email and mobile devices, while providing real-time notifications and action-oriented information.


Analytics helps organizations optimize content, identify areas of improvement and tailor sales pitches. Highspot allows users to utilize current IT investments through its integration with third-party platforms (e.g. Salesforce). It also aims to curb the gap between marketing and sales teams by supporting both with quality content. All team members can quickly and effortlessly search the required content via powerful browsing tools.



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