PaperSave Software


 

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.

 

PaperSave - Document view
 
  • PaperSave - Document view
    Document view
  • PaperSave - Document list
    Document list
  • PaperSave - Document annotation
    Document annotation
  • PaperSave - Document sharing
    Document sharing
  • PaperSave - Document history
    Document history
  • PaperSave - Microsoft Dynamics homepage
    Microsoft Dynamics homepage
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

6 Reviews of PaperSave

 

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Software Advice Reviews (1)
More Reviews (5)

Showing 1-1 of 1

Emily from Beacon Orthopaedics & Sports Medicine
Specialty: Healthcare
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2017

August 2017

Great way to manage workflow

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

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.

Cons

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.

Review Source
 
 
 
Showing 1-5 of 5

Hope from NC United Methodist Camp & Retreat Ministries, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

We have 4 locations and use PaperSave to facilitate remote invoice approvals between the directors.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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.

Cons

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.

Review Source: Capterra
 

amjad from F3

April 2015

April 2015

Amjad Gillani

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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

Review Source: Capterra
 

Ara from Barlow Respiratory Hospital

January 2015

January 2015

PaperSave may be a good product but support is MISERABLE!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Sharad from MBAF

July 2014

July 2014

Best Document Management System

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

User friendly , Times Saving , High Availability and great customer support !!!

Review Source: Capterra
 

Malik from WhiteOwl

November 2013

November 2013

Excellent Document Management with Workflow and Automation

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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

Review Source: Capterra