Best document management software will be discussed in this post. PandaDoc is the best document management software available. PandaDoc is the best document management software for Mac. PandaDoc is fully compatible with a wide range of document formats, as well as legally enforceable e-signatures. The platform also has a large library of free business document templates, such as receipts, proposals, and invoices.
We’ve all been there: trying to locate a document when you really need it. Tasks can’t be performed, workflows become thrown off, productivity suffers, collaboration suffers, and projects get blocked as a result. These represent a waste of time, money, and effort. To put an end to document and information anarchy, you’ll require document management software (DMS).
You get a centralised location for organised information, secure access to your physical and digital content, history and audit trail, version control, support for multiple file formats, search tools and filters, document backup and recovery, and scalability when you use a document management system.
These functionalities, however, are not available in all solutions. That’s why we’ve compiled a list of the best document management software for Mac to help you get your research done faster. There are a variety of cloud-hosted platforms available, as well as Mac-dedicated on-premise options. We’ve highlighted the most important characteristics so you can easily compare the value propositions of each solution.
Top 12 Best Document Management Software in 2022
Top 12 Best Document Management Software are explained here.
What are the top 12 Mac document management software choices?
Almost all of the information you and your staff work with is in the form of a document. Did you know that searching for a document takes a professional 18 minutes? When you add them all up, that equals half of the overall time spent on the job. According to research, the average office loses one out of every 20 documents and spends $250 to recreate each lost document.
Employees take three minutes to use the information they’ve found, but it takes three times as long to find, retrieve, and re-file the document. Businesses suffer from document difficulties, which account for 21% of productivity loss. The top four problems that employees face when looking for information are listed below.
Employee responses to a study on the Most Common Challenges in Information Search
42% of the population
Documents with incorrect labels
41% of files are saved in the incorrect folder or system.
Information that has been misplaced or lost accounts for 29% of the total.
Incompatibility between the information and the devices that are being used
M-Files is the source of this information.
Document management systems are frequently integrated as part of collaborative tools or project management platforms, according to the designers. This is because DMS makes document production, sharing, and organising easier, which is crucial for managing projects and working collaboratively with others.
However, document management software solutions with specialised functionality such as processing PDF (a global document standard) and email management are available (a still widely used tool for document exchange). The cost of document management software varies a lot from one solution to the next. In this list of the top 12 document management software for Mac, you’ll find these and other features.
The 12 Best Mac Document Management software
1. PandaDoc
PandaDoc is a popular web-based document management system (DMS) for producing, delivering, and sharing documents. Its ability to operate with numerous document formats such as Docs and PDF, support for legally binding e-signatures, and management of digital documents such as contracts, quotes, and invoices enable speedy paperless procedures.
The software is suitable for businesses and departments that need to create, share, and deliver documents on a regular document. The system may be used by finance, marketing, sales, legal, operations, and HR teams not only to create and organise documents, but also to manage access by role and set security procedures.
PandaDoc offers a free trial period.
PandaDoc’s cloud platform is designed to make creating and managing documents simple. It has a large library of free templates for creating receipts, invoices, quotations, proposals, agreements, and other business documents quickly. You can change the language and currency of your chosen template, as well as add corporate identity components. PandaDoc, being an online solution, allows for quick document clearance thanks to its built-in electronic signature feature, as well as anytime, anywhere collaboration by simply logging in and commenting on shareable files.
Individuals, small businesses, and organisations can purchase the software for $15 per month per user.
Highlights:
- Document tracking in real time
- Online document editor with drag-and-drop functionality
- A full-featured DMS that works with existing storage, payment, and CRM systems.
2. Juro
Juro is a web-based contract management system that is intended to serve as a centralised digital workspace. It facilitates collaborative editing by allowing users to work on documents at the same time using comments and version control. Users do not need to upload or download any documents because all revisions can be done in-browser.
Juro also features OCR capabilities, making it simple for documents to transform scanned images into editable text. Workflows can be sped up because there is no need to manually fill in the text. In addition, the platform includes a powerful text search feature that enables retrieving information faster and easier than ever before.
Juro additionally includes an end-to-end contract lifecycle management tool in addition to the aforementioned features. You may use this to automate dynamic approval procedures and make it simple for stakeholders to evaluate and approve contracts. Furthermore, the platform can connect to a range of third-party business systems, allowing you to simply expand its capabilities.
For small firms that just need to process 50 contracts every month, Juro offers a free option. They offer a Lite plan for $58 per month and a Team plan for $90 per month for individuals who require more advanced features. For businesses, they also have a quote-based plan.
With their free trial, you can try Juro Contract Automation.
Highlights:
- OCR and text search capabilities
- Document approvals that are customised and automated
- Document versioning and collaborative editing
3. PaperSave
PaperSave is a user-friendly web-based document management programme. This technology, which includes optical character recognition and smart document capture, enables organisations and individuals to digitise and save files as efficiently as possible. It can also link with your ERP and CRM systems, as well as Microsoft Office apps, to make document importation more convenient. Managers can use this to construct approval workflows that allow them to examine files before they are uploaded to the system’s cloud database. For added security, they can restrict who has access to the files.
With their free trial, you may try out PaperSave.
In addition to the features listed above, PaperSave includes a built-in search engine that allows users to quickly browse through document contents to find a certain file or snippet of data. Furthermore, because PaperSave has native mobile apps for iOS and Android, users may access all of these features directly from their phones.
PaperSave is priced on a case-by-case basis. Plans are determined based on the amount of users and features required, ensuring that you only pay for what you require.
Highlights
- OCR and smart document capture
- Approval workflows that are entirely electronic
- Information extraction and dynamic search function
4. ContractWorks
For professional contract management, ContractWorks offers an intuitive UI design and is loaded with AI-powered and powerful automation functions. You may create an unlimited number of users, use built-in e-sign technology, receive contract status updates, and generate custom reports for stakeholders with this system. With its granular authorization settings, you can also take complete control of contract access.
Your contracts will be protected, organised, and easily searchable with this software. The product is jam-packed with features that provide better contract visibility and insight. Advanced search with OCR, smart contract outline, smart document tagging, contract highlighter, and snippet view are some of the features available.
When you choose ContractWorks, you get not just a powerful collection of tools, but also 24/7 customer support. This product’s normal monthly package costs $600 and includes unlimited users, 2,500 documents, and five electronic signature licences.
- Get access to a variety of services, such as e-signature, bespoke reports, and a contract repository, among others.
- Use industry-leading security tools to restrict who gets access to your contracts
5. Qoppa PDF Studio
Qoppa PDF Studio is a low-cost, all-in-one solution for creating and modifying PDF documents. Its capabilities include the ability to scan documents directly to PDF, convert other document file types to PDF, and edit and annotate PDF files.
You can quickly annotate PDF files with Qoppa PDF Studio. It may be used to add sticky notes, highlight text, and record audio into PDFs. It also makes it simple for consumers to fill out PDF forms.
Unlike other PDF software, Qoppa PDF Studio includes security features like encryption and user permissions, ensuring that your PDF files are secure. Advanced functionality such as redaction tools and a PDF optimizer are also included. This means it can be used to make a PDF file smaller. It also contains a PDF compare feature, which allows users to scan PDF files and compare them.
Qoppa PDF Studio is compatible with Mac OS X, Windows, and Linux operating systems. The merchant charges $89 for the ordinary plan and $129 for the pro plan.
With their free trial, you can try out Qoppa PDF Studio.
- Advanced features allow you to create, modify, and annotate files.
- Keep your data safe with encryption and user rights • Easily compare PDF files
6. Vitrium Security
Vitrium Security is a DRM and Enterprise Content Security software that enables content owners complete control over who has credentials to their digital assets and provides complete security. Documents (PDF, DOC/ODT, XLS/ODS, PPT/ODP, RTF, & TXT), videos (MP4, MOV, WMV, FLV, AVI, and MKV), and photos (MP4, MOV, WMV, FLV, AVI, and MKV) can all be protected with this software (JPG, PNG, GIF, BMP, and TIF). It allows you to secure your files using military-grade encryption and prohibit the illicit dissemination of revenue-generating information.
Because Vitrium Security allows you to divide your contacts into groups, it’s simple to restrict user access permissions. It also connects to Active Directory and other third-party user authentication systems. Furthermore, the software enables content security measures to be configured. Print and copy restrictions, watermarks, and login forms are all examples of this. You can also add DRM policy settings, such as browser limits, expiry dates, and offline access, for further security.
Vitrium Security allows you to distribute PDF files in a variety of ways. You can publicise it on your website, send it by email, and more. You can contact the vendor to learn more about the price alternatives.
With their free trial, you may test out Vitrium Security.
- Protect a variety of document, image, and video file types • Encrypt data with military-grade encryption • Manage user access permissions and DRM policy settings
7. ContractZen
ContractZen is an all-in-one governance software with extensive contract management capabilities. E-signature, smart contract import, and scheduled reminders are just a few of its unique and essential features. It also features Datarooms where contracts may be shared with outside parties and stakeholders.
You may save and arrange contracts in the cloud with ContractZen and find the one you need in seconds. Its metadata-driven search allows you to find the exact information or document you’re looking for. You can access your contracts at any time, from any location, using any device because its document store is entirely online.
Aside from contract management, the software also includes capabilities like conference management and virtual data rooms. Its price is tailored to small and midsize businesses as well as non-profit organisations. This software is available for as little as $9.50 per month per user.
ContractZen offers a 30-day free trial.
- With this product’s contract management tools, you may save, organise, and safely share your contracts.
- Get capabilities for coordinating online meetings and virtual data rooms, as well as access to your contracts whenever and wherever you need them.
8. Encyro
Encyro is a software that allows you to transmit encrypted messages. You receive 16 layers of protection, as well as auto-encryption and multi-location encrypted backup, when you use this software. You must also comply with HIPAA, GDPR, the Gramm-Leach-Bliley Act, IRS Pub. 4557, PCI-DSS, SOX, and other security and privacy standards.
You gain additional capabilities with Encyro Pro, such as a customisable upload page where you may accept sensitive information without having to ask your clients to register an account. You can customise the style of your upload page by adding your logo and changing the colours to match your branding.
You may also track whether your messages have been read or your files have been downloaded with the Pro edition of this software. You will also be able to choose when these messages will expire.
Encyro interacts seamlessly with Outlook and Gmail, two of the most popular email clients. You can receive the basic features for free or pay $9.99 per month for the Pro version.
Encyro offers a free trial period.
- Create a customizable upload page with your colours and brand • Track the status of your messages and regulate their expiry dates • Get 16 levels of protection plus auto-encryption and multi-location encrypted backup
9. Signaturely
Signaturely is a web-based platform that allows users to collect electronic signatures and streamline the preparation of business papers. The software acts as a centralised document management system, allowing teams to track and retrieve information more easily and boosting communication. Because the software automatically retains the most recent versions of each file, Signaturely also serves as a legal backup for papers.
The software enables teams to construct a wide range of signature-required documents, such as proposals, agreements, contracts, and release forms. Users can submit these papers to the site or use Signaturely’s built-in templates to produce them in minutes. Teams can also transmit documents to many signers using a drag-and-drop interface and bulk emailing tools.
The platform has three pricing levels, one of which is free and includes three signature requests per month as well as audit logs. The paid plans at Signaturely start at $10 per month.
Highlights:
- Contact import and bulk sending
- Admin features and user-level access
- Signatures that are legally binding
10. Filemail
Filemail is a free and feature-rich solution for sending and receiving huge files. You can transmit files by email or as a link using this system, and your recipient will receive the same high-quality files you sent.
Users can access the solution via their mobile and desktop devices because it is cloud-based. You can benefit from a custom-made UDP transfer acceleration protocol with this system, which allows you to share data at faster speeds. You may also assure safe file transfers regardless of which Filemail solution you choose. Filemail uses end-to-end data encryption, two-factor authentication, password security, and virus scanning to achieve this.
Filemail also comes with file-tracking capabilities. This means you can get real-time notifications on when and where your recipients have accessed and downloaded the files you sent.
You get a maximum transfer size of 5-GB, encrypted data transfer, and antivirus protection with Filemail’s free plan. Your files will be accessible for only seven days. You can choose from their subscription plans, which vary from $15 to $48 per month, if you need to transfer larger files, need extended file availability, or want more features.
- Send files up to 5GB for free • Take use of a custom-made UDP transfer acceleration protocol for speedier file transfers
- Use end-to-end encryption to ensure safe file transfers.
11. PinPoint
PinPoint is a document management solution with comprehensive capabilities that can assist you in organising your files and workflow. The capabilities of the platform also help users communicate and collaborate more effectively.
The software includes an Automated Robot Integration Explorer (ARIE), which allows users to quickly identify and access the data they need. To increase the security of important files, managers can specify access levels by person or group. ARIE may also automatically file and name documents based on their content for added ease.
The software not only ensures file security, but it also assists you in adhering to numerous data security standards. You may rest confident that your file storage system is compatible with HIPAA, ADA, FERPA, SOX, and OSHA, among other requirements, if you use PinPoint. An audit log feature allows you to keep track of system activity while also providing accurate timestamps.
PinPoint has contact management tools in addition to safe, automated document management. You can effortlessly keep track of contacts, accounts, and campaigns using the platform. You may also use the system to keep track of appointments to ensure that nothing slips between the cracks.
PinPoint has only one subscription plan, which costs $14 per month for each user. You can also organise a meeting with a professional project manager and obtain one-on-one training for your team by contacting the vendor.
Highlights:
- ARIE automates the naming and filing of documents.
- Allows you to store and modify a wide range of file formats without having to leave the software.
- Keep track of appointments and contacts in the system to make contact management easier.
12. OnTask
OnTask is a system that allows users to create mobile-friendly forms, gather data, and route it appropriately, as well as manage operational papers. It has a real-time document collaboration module that enables users to redline files, negotiate changes, and collaborate on revisions at the same time. It even has version control and approval criteria to ensure that all modifications are tracked and can be quickly undone if necessary. All modifications are also logged on the dashboard, so everyone is up to date on the latest changes. Furthermore, by providing an enormous template library, it speeds up the document management process.
In addition to the foregoing, the platform includes workflow automation, which ensures that each document is forwarded to the appropriate person and thoroughly evaluated at each level. It also allows you to capture digital signatures, allowing you to process documents entirely digitally. Furthermore, for your piece of mind, the platform is FERPA, HIPAA, and SOC2 compliant.
Starter ($25/month), Business ($99/month), & Enterprise ($2400/year) are the three pricing options offered by the company. For individuals with more particular needs, they also have a custom plan that is only accessible by quote.
Highlights:
- Workflow customization, routing, and automation for collaborative document editing.
- Compliant with HIPAA, SOC2, and FERPA international security requirements.
- Signature auditing and digital signature capture built-in
For Your Mac, the Best Document Management Software
So, which of our top 12 document management software for Mac is the best fit for you? That is a query only you can answer. Determine your business needs and work-use cases. Do you spend the majority of your time working with PDFs? Are you in charge of document creation, distribution, and sharing? Is one of your key tasks electronic document signing and approval? Many of the document management scenarios you may meet or deal with can be addressed by the tools on this list.
Simply consider what you’ll be using it for and how much time you’ll be using it to maximise your return on investment. There’s even an all-around project management tool with a strong document management solution built in if you’re into delivering projects.
