StepShot alternatives

Ranked alternatives

1. 1
   
   DocGenFree

   DocGen is a feature-rich automated document generation processes software that comes with all the leading solutions and tools. It is integrated into Salesforce and helps you eliminate all the manual document manipulation to save time and cost. An expert team creates the software and works with any data import, whether it’s Salesforce or external source data. It also enables the combination and merging of standard and custom objects that make it more powerful.

   One of the best facts about this solution is that it supports the automation of any document type, including Word, Excel, PowerPoint, and Visualforce pages. It allows you to merge both simple and complex data and manipulate it without any extra effort. DocGen is an all-in-one solution and comes with multiple ways to deliver Dynamic Document Packages. It automatically routes documents by email, Chatter, Fax, and standard mail. It also offers core features such as calculate and summarize, dynamic document package, 3rd-party API supported, unlimited customization, and much more.

   DocGen alternatives
2. 2
   
   openSourceCMPaid

   openSourceCM is an online contract management software solution with tools for uploading files, processing, and indexing documents to manage all the contract-related tasks, reporting, searching documents. With the help of this app, users can easily upload different file types, including Word, PDF, Excel, and scanned documents, where the optical character recognition technology processes them to extract data and document structure analysis to create an HTML document from each file.

   OpenSourceCM offer a simple dashboard that is full of tools and all the advanced features. A feature allows users to compare documents regardless of their original file type, with changes presented by paragraph or in full text. It also enables users to search for any folders, file, document content, and metadata, both individually and simultaneously. Users can easily choose and use each one without any limitations.

   openSourceCM alternatives
3. 3
   
   FlowinglyPaid

   Flowingly is a simple yet powerful process documentation and automation software solution that helps organizations design, edit, and run businesses processes and workflows to enhance overall team productivity. It comes with the features to assist team management, finance, operations management, client management, board management, and product management. It provides a business process management solution to streamline and automate day-to-day business tasks. With the help of its tools and features, users can easily design business processes either from customizing or scratch one of the many templates that save a lot of time and cost.

   It offers a simple and easy-to-understand dashboard designed for beginners to experts to use and apply its all features easily. Through this, users can easily create and edit processes, assign teams to each process, set permissions to protect and secure data, and set deadlines to ensure business processes meet goals. For added businesses, Flowingly enables users to create individual and team to-do lists to prioritize tasks. The software can also be used to create business processes for everyday tasks for each department by using a range of simple tools. Its most prominent feature includes process change tracking, process modeling, designing, action management, customizable template, collaboration tool, role-based permission, automatic reminder, etc.

   Flowingly alternatives
4. 4
   
   Content CentralPaid

   Content Central is a comprehensive document management software solution by Ademero. It provides features that support document sharing, workflow management, collaboration, and forms management. Unlike most of the platforms, it can also be installed on-premises or hosted in the cloud. With the help of this software, users can store any number of documents and allow users to customize workflow sharing and security rules as per their requirements. Its built-in approval processing engine enables users to define unlimited approval easily and automatically manage the different stages of a document’s lifecycle. It allows users to collaborate electronically by routing documents to the team that makes notes and reviews the history of each document.

   Through this, users can create PDF forms, scan images and paper documents to convert them to electronic files, and retrieve documents using keywords. Like most of the leading solution Content Central also integrates with 3rd-party software such a Microsoft Office, other project management apps, and accounting software that helps with data import and export. The program also provides authentication and security features such as access controls and role-based permissions to search, view, and edit documents. Content Central also includes core features such as active directory integration, document tagging, making notes, creating and capturing forms, API, generating a report, electronic signature, document tagging, etc.

   Content Central alternatives
5. 5
   
   LogicalDOCPaid

   LogicalDOC is an easy to use powerful document management solution that stores all company documents in a centralized repository and allows teams to create, collaborate, and manage an unlimited number of documents. It is an all-in-one application designed for all sizes of businesses. The system of its key features and capabilities includes drag-and-drop document upload, OCR, forms management, barcode recognition, duplicate document detection, document archiving and event logging, integrated document workflow, etc. It also includes full-text indexing capabilities that enable the full content of all documents uploaded into the repository to be automatically indexed, and the indexing process is asynchronous. Users can easily configure the scheduling policy that suits their needs.

   The software also features multiple different indexing algorithms into the system. It is applied based on the document language that enables users to search for documents in various languages. All the document content and metadata can be searched using the text, and users can also use document tags to find content tagged with the specific keyword. Unlike most leading software, users can collaborate on documents stored and with check-in and check-out procedures that enable only one user to edit the document at any given time, ensuring that modifications are not overwritten or lost.

   LogicalDOC alternatives
6. 6
   
   Way We DoPaid

   Way We Do is a standard operating procedures software solution designed to serve all sizes of franchises, multi-location businesses, and any organization where SOPs and compliance are mission-critical to the success of their business. It is created to help users create, maintain, and use an online standard operating procedures manual that makes daily routine policies and procedures. Its activated checklists feature allows teams to use procedures in their day-to-day workflow and act as the guide to follow when completing work tasks. With this, users can create policies by purchasing templates from its marketplace or create their own policies using the solution’s editing tools.

   A professional team uniquely creates all its templates, and you can easily customize each one without any limitations. Its organization charts help the business identify the communication lines within the business by basing it upon roles rather than individual people. Through this, users will understand the needs and responsibilities of specific roles while gaining an understanding of what each member does. It offers an online manual that means users can access it from anywhere, at any time, without any limitation. Way We Do offer three different price plans; each plan has its own cost and core benefits.

   Way We Do alternatives
7. 7
   
   Parascript FormXtra.aiPaid

   Parascript FormXtra.ai is an online document capture and recognition platform that aids enterprises and government agencies with form processing and data validation. It also offers process automation, workflow management, signature verification, and claims processing that make it all in one solution. The solution also comes with a form configuration module that uses AI (artificial intelligence) to locate, label, and define fields. Its recognition engine identifies the machine to print and handwritten data and automatically control different configurations.

   It offers an advanced document-centric validation that allows users to snip data such as social security numbers, dates-of-birth, and account numbers quickly. There is also a feature that allows users to extract signatures to create a reference signature database and locates and verifies any signature by comparing the set of documents. With the help of its claims processing tool, users can also scan claim documents and process images. Image extraction, image processing, process automation, secure data validation, deep learning, and data snipping are also features of the solution.

   Parascript FormXtra.ai alternatives
8. 8
   
   UplevlPaid

   Uplevl (also known as Docassist) is a software solution that delivers an on-demand and fully integrated suite of content, document, and workflow management solution for organizations to process business automation options and features. It is an all-in-one solution that comes with all the leading tools and services. Its Document Management system allows users to capture, index, store, and retrieve documents in a secure, centralized repository. The software uses OCR and the quick search feature to locate and view content on-demand easily.

   It also has the ability to quickly print and export, and distribute files that save lots of time and cost. Through this, all their geographically dispersed team members can access, manage, and share documents without any effort. Unlike most similar software, it also offers a simple dashboard where you easily access its tools and services, including creating and managing documents, etc. Uplevl’s other feature includes centrally located collaboration amongst users, keeping audit history for an instant, on-demand model and easy-to-use interface, etc.

   Uplevl alternatives
9. 9
   
   XaitPorterPaid

   XaitPorter is an all-in-one solution created for document automation and collaboration. The users can build their own content library in the solution with enterprise-level security and reuse stored content. The software allows teams to increase the quality of business-critical documents while reducing the cost and speed of producing documents. It is a perfect tool for teams that create large-scale documents, including reports and mass, to produce smaller documents.

   With the help of this software solution, users can easily create, edit, view, and share unlimited documents without any limitations. XaitPorter offers a few other features, including user access control, secure data storage, secure login, assignment management, text editing, content library, content management, API and authentication, security, etc. Like other similar tools, it also offers a massive range of customizable templates created by an expert team.

   XaitPorter alternatives
10. 10
    
    OpenText LiquidOfficePaid

    OpenText LiquidOffice is a powerful solution that allows you to create easily, publish and process forms using a powerful, intelligent form automation solution to capture and validate actionable customer data and automate line of business workflows as well as enhance the application ecosystem. It is one of the best alternatives to Form Publisher and offers all the core features with some new services that make it better than others. With the help of these, users can easily create, publish, and approve unlimited forms by using a range of new features.

    OpenText LiquidOffice is known as one of the best forms of automation software that can help mitigate all the major issues by allowing the enterprise to easily create an interactive web form that can be accessed through several devices, help automate eForms-driven line of business workflows and digitally transform enterprises and enhancing the overall digital experience. Its most prominent feature includes forms designer, secure from access, delivering an integrated solution, forming automation and processing, increasing efficiency, etc.

    OpenText LiquidOffice alternatives
11. 11
    
    MetaViewerPaid

    MetaViewer is a state-of-the-art document management solution that offers significant RO, full-process visibility, reduce costs, and dramatically increased efficiency over your previously paper-based business procedures. It is specially designed to meet the need of modern business and integrate with all the leading ERP systems, including Microsoft Dynamics, that help end-users perform everyday tasks with greater proficiency and accuracy. The software is essential for businesses looking to eliminate manual data entry and go fully paperless with the easily expanding program around the entire enterprise and adapt to your unique business rules and processes.

    It is a comprehensive solution with all the leading features and tools to reduce errors, increase efficiency, automate workflow, etc. One of the best facts about this solution is that it offers an email capture feature that allows you to capture email where you send your documents easily. MetaViewer also includes core features such as optical character recognition, touches invoice processing, ERP integration, auto assigning approves, and much more.

    MetaViewer alternatives
12. 12
    
    UltradoxPaid

    Ultradox is an innovative program designed to help businesses and freelancers create custom enterprise apps without hiring any experts. It is a simple and easy-to-use application created to allow people with or without coding skills to design apps easily. The software employs a powerful template and workflow engine to help users merge, print, and send documents and send response emails and generate a responsive website. Ultradox combines the power of cloud services, including Google Docs, Sheet, Forms, and Cloud Print, to automate intricate document and transactional emails.

    The software allows users to create a simple mail merge, invoices, complex reports, and newsletter within a minute. Also, the software comes with a simple template language that allows you to create documents from LibreOffice, Google Docs, and more without a struggle. On the other hand, it provides a robust email designer add-on, and it features several predefined layouts that work seamlessly across devices. It also allows email designers to attach static files and documents from Google Drive to the outgoing emails that make it better than others. Automation, email designer, integration, app creation, and template editors are core features of the solution.

    Ultradox alternatives
13. 13
    
    EskerPaid

    Esker is a simple yet powerful document process automation solution that automates manual tasks and converts paper-based methods into electronic workflows. It has specific functions to manage purchasing, accounts, payable, sales order processing, and more. The software tracks all document related transaction, validates and extract data and automate approval workflows as well as monitors activity through real-time dashboards that make it powerful than others. It also handles online document delivery to provide a comprehensive experience. It is used to manage the entire procure-to-pay process, from browsing a catalog of approved supplier items to create and approve purchase orders.

    The solution can automate accounts payable procedures such as receiving and verifying supplier invoices. It can also be used to automate sales order processing from receiving and routing orders to extract data, verify orders, archive them, and send them to your ERP for processing. Compared to others, it is quite simple but offers lots of new features that make it better than others. Esker’s core feature includes automatic transaction verification, supplier invoice processing, transaction reporting, KPI dashboard, invoice delivery, ERP system integration, etc.

    Esker alternatives
14. 14
    
    Windward StudiosPaid

    Windward Studios is a powerful enterprise level-document automation software solution for system integrators and software developers. The software allows users to add document automation capabilities to the desktop, SaaS, or mobile products. It is a feature-rich integrated suite that combines two different flagship products such as Windward Engine and Windward Designer that work seamlessly together to provide a robust document automation system. It is a set of code libraries for mixing reporting functionality into your application. It can be embedded using almost any programming language and can use almost any data source.

    Windward Studios Designer is a document template design tool that allows you to create and customize template layouts per business needs. This designer integrates into Word, Excel, and PowerPoint as an add-on plugin, enabling users to edit and design reports. Unlike others, it also has multiple readymade templates, and you can easily choose and customize each one without any limitations. Its core features includes live charting, collaboration, drag, and drop placement, data visualization, API, dashboard creation, and much more.

    Windward Studios alternatives
15. 15
    
    S-DocsFree

    S-Docs is a feature-rich native document generation software solution on the Salesforce platform that allows you to create sophisticated documents that enhance efficacy, reduce errors, and eliminate tedious work. It is lightning fast, secure, and more seamlessly integrated into the system that your teams depend on every day. The solution is specially designed for organizations that not only value security and reliability but also speed market.

    With the help of this, you can easily generate any size and kind of file and quickly save on to your cloud. One of the best facts about this document generation platform is that it offers a huge collection of templates created by an expert team. You can easily choose and customize each template that saves you a lot of time and cost. S-Docs is commercial software and offers three different price plans; each plan has its own cost and core features. Its core feature includes generate different type of file, automatically save, simple editor, share via email, and much more.

    S-Docs alternatives
16. 16
    
    Form PublisherFree

    Form Publisher is one of the leading Google Form add-ons that provides a simple solution for its user to generate or merge Forms or Doc files. This add-on lets you easily turn your Google form submission into the Google doc, Microsoft doc, and PDFs. You can easily share or route your generated files for approval and sign them to the predefined mail list. It provides out-of-the-box workflow capabilities for the documents created from your form submissions.

    This add-on is designed for businesses who want to create approval processes like e-signature and other such files. You need to install the add-on into your Chrome browser, complete the signup process, and after that, you can enjoy its features without any limitation. Form Publisher’s core feature includes automatically generating reports, storing generated files, sending an email to notify form respondents or other email addresses, and easily managing and sharing your generated files without any limitation.

    Form Publisher alternatives
17. 17
    
    ASC DocumentsFreemium

    ASC Documents is an all-in-one document lifecycle management software solution designed for businesses of all sizes that offers document creation, storage, conversion, and lifecycle management functionalities. It is applicable across all industries and easily deployed both in the cloud and on-premise. The software allows users to build an online repository of all documentation and tag documents appropriately to be easily accessed without any limitation. Its search functionality allows users to easily and quickly locate documents with the help of customized tags and search queries to save a lot of time.

    With this, users can also find previous versions of documents and manage and modify them without limitation. The core feature of the software includes barcode security, online file storage, secure file sharing, document version control, digital signature, file management, file transfer, and lifecycle management, etc. Using the Optical Character Recognition functionality, users can easily save and upload handwritten contracts into text files and PDF documents with a high degree of accuracy that makes it more powerful. ASC Documents is a commercial document management software that comes with multiple price plans.

    ASC Documents alternatives
18. 18
    
    DocuWareFreemium

    DocuWare is a next-gen document management system specially designed to transfer paper-based and digital assets into collective resources. Contracts, Emails, invoices, and other business documents can be brought together and unified into the cohesive details resource that eliminates the overheads associated with paper filing. The software is also best to reduce financial and logistical costs in physical stores, and the staffing requires administering documentation archival while enhancing compliance.

    DocuWare’s core feature includes archiving and retention, indexing, barcode scanning, search functionality, invoice processing, dynamic workflow, collaboration tools, etc. As a platform service, it delivers start-to-end guidance via a document management roadmap in training support that includes integration into existing application environments such as ERP, CRM, and email platforms that minimize operations disruption. Its intelligent indexing technology also helps employees by automatically indexing documents that learn the best filing methods for business processes while ensuring quick retrievable assets. There is also has a complete task management solution that makes it better than others.

    DocuWare alternatives
19. 19
    
    NeatPaid

    Neat is a simple yet powerful bookkeeping automation software that is designed for small businesses only. The solution is uniquely created by an expert team containing almost all the leading tools and features to make it a one-stop solution. With this help, you can capture and import images of paper documents into your Neat account through scanning, mobile capture, and direct importing.

    The best thing about this solution is that it provides the ability to quickly arrange all of your captured data records and images into folders that you can name and organize without any limit. It comes with a simple and easy-to-understand dashboard where you can access all tools and features. Neat maintained all your data and images in a secure cloud-based environment that provides you direct access through the Neat app. The software offers three different price plans, and each plan has its own cost and features.

    Neat alternatives