Founded in 1997, PaperSave is a document management solution that includes automated electronic workflows and transactions (invoices and gifts) for Microsoft Dynamics, Intacct and Blackbaud. It can be deployed on-premise or in the cloud, and is suited for organizations with up to 10 users.
PaperSave is ideal for industries such as health care, education (higher ed and K-12), hotel and restaurant, manufacturing and distribution, nonprofit and professional services.
This solution offers document management software, electronic workflow/approval, SharePoint integration, capture methods and gift process and invoice automation. It also provides one-click-access to all documents within Microsoft Dynamics solution.
PaperSave can be integrated with Microsoft Dynamics AX, GP, SL and CRM, as well as Blackbaud solutions including Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM. It also integrates with ntacct cloud accounting software.
This solution was named the Blackbaud Technology Partner of the Year for 2014, and is certified by Microsoft Dynamics.
Emily from Beacon Orthopaedics & Sports Medicine
Employees number: 501-1,000 employees
I liked the fact that you could have many different users at many different levels with different levels of approvals. I loved that the product synched with our accounting software so we did not have to manually attach invoices in the accounting software. It is also great to search and run queries to see where an unpaid/unentered invoice is at any point in the process.
There is a lot of sorting up front. It would be great if the system was smart enough to scan the bills and sort them automatically based on different criteria that is located on the invoice.
Brae from Jewish Family Service
Not much to like. Wish we had picked another program. Thought this would save both time and paper but has accomplished neither.
Overly complex. Ridiculous number of steps. Not intuitive. Staff needs lots of IT help. No one can learn it by rote.
Hope from NC United Methodist Camp & Retreat Ministries, Inc.
Employees number: 11-50 employees
A complete audit trail of approvals; better, clearer communication; much less paper to sort on my desk, as invoices are now either emailed to me or not crossing my desk at all.
Definitely the customer support. Their support engineers are wonderful! I also love that we can look at an invoice from anywhere, that site directors can leave comments and that there is a web view available. We can also add files to our journal entries and vendor records.
Sometimes it requires a lot of clicking! This is not a problem for me, but some of the staff members using PaperSave have trouble because of their low internet speed at their work site..
We had to get new scanners that were TWAIN compliant, which was an added expense.
amjad from F3
I wand to save the paper and move the file or document through electronically web based ASP.Net C# application can be easly modified source code
Ara from Barlow Respiratory Hospital
We bought PaperSave to add onto our Blackbaud Raisers Edge.
It feels like its a web based company with everyone working from home. Nobody ever answers their phone and take long to call you back. Its always bad to deal with a company without a building and people who answer their phones.
One month after install the database gets "corrupted" according to them. They say its our version of SQL. But they knew what version we had when THEY installed it and never mentioned it.
If it were up to me I'd never do business with companies like this.
Sharad from MBAF
User friendly , Times Saving , High Availability and great customer support !!!
Malik from WhiteOwl
The best thing about PaperSave is that there are 3 Solutions rolled into 1, i.e.
Document Management + Electronic Workflow + Transaction Automation.
Moreover, it is Integrated with Microsoft Dynamics GP, AX, SL, & CRM and Blackbaud's solutions like RE, FE, EE & CRM