So much time saved!! I'm fairly new to Docparser, but can say that it has saved me so much time.

Time and money saved by automating the input of sales lead information into our CRM with Salesforce. It's awesome.

Pros

The ease of setting up a new document is fantastic. The biggest issue I've had in the past with other services is that it is rarely consistent with the accuracy when parsing the information. I use it to pull information from sales leads that come in by email with a PDF attachment that contains the lead information. My process in the past was to have to manually type the info into a spreadsheet or into my Salesforce account directly; which is very time consuming for my clerical staff.
I've automated this process by having the email automatically forwarded to my Zapier account, then they Zap it to Docparser. Docparser then works their magic and sends it back to Zapier that takes the accurate information and uploads it to my Salesforce and starts the lead followup campaign and notifies me that there is a new lead to contact.
I tried other services in the past, but if there was any variation in the information on the PDF (even one extra space) the information was not accurately parsed. I've set Docparser up and have run 100s of leads through it with 100% accuracy and no need to tweak anything. It is worth every penny and has saved me an absurd amount of time and money spent on paying my staff to manually input the information; not to mention, it allows me to get back to the potential client in a matter of a couple minutes from the initial inquiry time.
Thank you Docparser!

PS - The Customer Support department rocks too. They were very helpful!

I use the software to scan pdf invoices & orders for a retail gift store and create inventory lists.

time savings. I'm trying to bring a store that was operated for 25 years without an inventory system into a modern age.

Pros

I like being able to have multiple document templates as each vendor tends to have their own "take" on what is useful to include in an invoice or order and formatting can vary a great deal.

Therefore, my templates are not based on vendor name - they are based on the data found in the invoices. Example file names: "line-qty-units-isbn13-desc-discount-level-ext-dollar" or "line-qty-desc-unit-ext-float"

Vendors aren't always consistent from invoice to invoice. They may be using software that resizes table columns to fit the text, which means you have to adjust your table format slightly each time to ensure the parsing is correct. That's easy to do.

The forums and Q&A resources are usually helpful and I've found them responsive to email.

Cons

1. The UI for making changes to the template. I hate the popup box routine at the end of making a change. It takes a lot of mouse clicks.

2. I've never gotten the subtemplates to work. (see note above about vendor formats being inconsistent.) Subtemplates "supposedly" take care of minor variations and can be grouped according to a vendor name. Maybe this works for other customers, as it is a great idea.

3. There are a lot of little tweaks to be made that aren't obvious to improve character recognition. Why not start with the highest level of quality (ie. turn on OCR) at the start? If that makes file size a problem for storage or performance when processing a lot of files at once, walk people through how to "downgrade" to an acceptable level or establish a recommended number of files not to exceed some size limit. For example, during a trial scan there were no extra spaces or funky characters in the document but then I figured out about half of the "6s" had been transformed to "8s" - not terribly helpful. I want to be able to trust the result rather than having to proof hundreds of line items.




4. Given the inconsistencies I have with the input data sources, I don't think I'll be able to automate the parsing tasks - such as grabbing attachments from email automatically. Again, I have a small business, so I'm OK with the workaround.

Thank goodness there is something that does what DocParser does

They have been very easy to work with.

Pros

We need to manage thousands of PDF invoices and were typing up the details manually. We found Docparser and it has been a amazing. We created parsing rules that allowed us to take very fragmented data and get it into an orderly format that can be pulled into excel. There are multiple PDF formats and all could be pulled in with Docparser through their flexible tools. We are converting about 3500 invoices per month but expect this to grow significantly in the future. This tool is giving us a simple way to grow our business because it is automating tasks that used to take hours. The best part is our previous process was prone to errors which this eliminates.

In my searching for solutions, I did not find anything else that would do what Docparser does that would be simple, cloud based and affordable.

Cons

It took a bit of time to set up the templates but nothing that seemed out of the ordinary for the fragmented data we were trying to convert.

Best solution i've found... so i upgraded

I've tried several services now, this got me to where i wanted to go and it works flawlessly with MS Flow or Zapier... so i upgraded and will go full in on DocParser.

Pros

DocParser's approach to creating parsing rules has been the BEST fit for what i use it for. Delve fully and explore all the available methods and you'll find a way to extract the data you want.

Cons

Sometimes line by line changes take an extra second to save and the pages take an extra second to load, adding to the overall time it takes to set something up. I'm sure speed will improve over time, the product makes up for this shorterm annoyance.

Amazing functionality

Pros

Has a lot of flexibility to identify data that may be displayed in multiple ways using a dictionary of words to detect what you are looking for. DocParser has allowed us to extract data from purchases and put it into a database to analyze for future purchasing needs.

Cons

I have nothing bad to say about DocParser thus far. If you think there is a feature that's lacking I suggest browsing their documentation because I learned I was doing a work around for a feature they had already implemented (different layouts under the same parser).

Developer friendly

Apart from the ability to parse documents, I am very impressed with the integration tools especially the API that I am using at the moment. I can connect Qlik Sense Desktop directly to Docparser API, and that makes my workflow a lot easier and faster. I found the Layout Model is a bit confusing. For example in a Layout Model, when I click at "Add Parsing Rule" I am expecting to see a list of parsing rules that I can copy or create a new one.

Pros

- User-friendly interface.
- Easy to use.
- Does not require much time to understand the process.
- A lot of integration tools.

Cons

- API documentation should have been more example.
- I could not find the way to copy an existing parsing rule into a Layout Model. It would be better to be able to copy and alter an existing one rather than creating from the ground up.

- For a large organisation, it will be quite a lot of parsing rules; it would be nice if I can search or categorise the parsing rules.

Unbelievable functionality power packed in one software, Excellent customer service

worth of invoices were processed in 4 months.

Pros

Variety of tools for post processing documents. One can slice & dice the data gazillion different ways.

Cons

Preprocessing documents, especially OCR, may not be Docparser's strongest suite. Having regex capability during preprocessing can also solve many business needs.

Smart software that can handle everything I throw at it.

Streamlined data entry.

Pros

Rule creation is easy. Rules are robust. Software is very intuitive. Connected app opportunities are plentiful.

Cons

Haven't found any Cons yet. Anything I've taken issue with has been addressed quickly by the support team.

Docparser Review

For loading up PDF's that have the same layout, this is really useful. You can batch the processing and get the info you want in return. Then you can send it to Google Sheets, or download it, or send it to Zapier, etc. lots of possibilities.

Pros

Easy to use interface, and also the OCR works well. You can also dump data into Google Sheets with their native integration. They also have a Free option for low volume users.

Cons

Could use some more documentation of how to type stuff and use case. Would love a tutorial video, as it would help walk me through, although there was a step by step in-app prompt. Could use "Paid Support/Setup" options so I can just farm out the work to their team.

Setup an automation thru zapier to take pdf contracts and extract needed informations.

Saved hours of time and ensured I got paid for every sale

Pros

It allows me to automatically pull needed content from pdf contracts that are emailed to me as a sales rep, and let's me input that into my crm

Cons

It has a lot of options and possibilities, so it's not exactly straight forward, but it is easy enough to figure out

Excellent tool that saves us tens of hours of work per month

Saved loads of time for our team.

Pros

Through integration with Zapier, Docparser has saved us a massive amount of labour that was being expended by one of our account managers. We've automated the bulk of the admin related to our largest client.

Cons

We've found a couple of small bugs, but overall the software is fantastic. It can be a little tricky to set up, and took many small adjustments to get it right but their software makes it simple to make those small adjustments until it works just right. That is more related the type of docs we use it for than the software itself. It would be very easy with docs that are consistently formatted.

Excellent for our use case

Automating manual processes.

Pros

Docparser does exactly what is says it does. Smooth interface, plenty of options to turn a flat doc into usable data. We love that this can automate what would be such a manual process.

Cons

This is not necessarily a con but it would be great to have the option to drop documents based on attachment size (for example, if the document was 1kb - empty data doc), don't process it. It would be also handy to have the ability to handle duplicate documents. I.e. don't process if document has already been sent.

Easy to use and usefull

It was really easy to learn how to use it.

Pros

It is well organized and intuitive, and it is really fast to find what i am looking for and allows me to save time.

Cons

The colours in the page are limited and i was not be able to find tutorials in differents languages, like spanish.