We ask users of our quote request service to describe their document management software purchasing requirements in detail so the vendors we match them to can provide customized information in response. Now we're sharing these buyer requirements with you.
We hope these user comments help you get a sense of what types of document management software other users are choosing and what considerations are important to the average buyer. Take a look and you'll probably see some responses that are relevant to your business.
BuyerZone user comments: document management software purchasing requirements
"Need to manage documents for a small business in pdf format. Previously used Scansoft PaperPort 11, which was very buggy and unsatisfactory."
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CEO/President/Owner, Media/Entertainment/Publishing, West Hills, CA
"Business recovery and document security. VEndor must be HIPPA qualified."
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MIS/IT, Non-Profit, Wilmington, DE
"Looking for Accounts Receivable DMS that can integrate with existing ERP. Please include pricing info."
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Consultant, Education, Atlanta, GA
"This is a service business, I need the customers to access documents and/or photo's .. but I need them to pay for the access, I need this to be subscriber based, and I need control over the content they can download, members will have monthly allotments of download, and pay per use down loads, individual users can have pay per use down loads..this needs to access a photo data base, or a combo of photo and document data base...with a simple user interface.the business is based on providing this service... there fore controlling and securing date and dispensing it for a fee is primary."
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CEO/President/Owner, Advertising/Marketing/PR, Shreveport, LA
"We are a crop insurance agency. We are required to keep hard copy records for each of our customers for 4 years, including the current year. Often times, due to a goverment program, our customers request printed copies of their prior years information. Currently, we have all our records in file storage boxes and file cabnets. It is time consuming to dig out these files, pull staples and copy every page whenever it is requsted of us. We often are required to look at previous reports and would love to have these at our finger tips instead of digging through file boxes to get the information we need. We are also concerned about the risk of losing everything in the event of a fire."
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CEO/President/Owner, Insurance, Sunburst, MT
"We are a accounting office and need to get paperless."
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Accounting/Finance, Financial Services, Monroe, NY
"Scan financial documents of our patients into personalized folders for documentation of income for medication assistance programs. Also need the ability to reproduce these documents to hard copy."
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Buyer, Health Care, Waco, TX
"We would like to use a database instead of word because we are managing several thousands of pages of information."
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Buyer, Computers - Software, Kansas City, MO
"Right now we have members submit their financial data by e-mail with excel spreadsheet attached. We want to allow them to upload this information thru our website. The goal is automate the process to the website vs. manual handling."
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General Manager, Consulting, Laurel, MD
"Control document versions. Share contents across different media: print, PDF, browserhelp, online wiki."
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MIS/IT, Computers - Software, Melville, NY
"To store & retrieve all types of records. To interface with a County Wide Radio Communications System. Utilize tracking systems to help pinpoint police calls for service and crime problems. Produce graphic information as to day of the week, time of day for crime control information. Store personnel and other contact information. Daily incident tracking and other work load analysis."
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Consultant, Government, Elkton, MD
"We are looking for a document management system to help us become more organized as we grow. We currently save all our docs on our shared drive, however each user saves each doc as they wish, there is no concrete method to the labeling so it gets very confusing when looking for a document pertaining to a certain deal with multiple users sharing each doc. We need something that would accessible to all our users and easy to use. Please provide information options as well as prices. Thanks!"
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Office Manager, Financial Services, Boston, MA
"Version management and storage for forms and documents, with multiple levels of remote access."
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Buyer, Consulting, West Saint Paul, MN
"A retail business going paperless. mutiple offices uploading files. restrictions for differetn users on viewing, editing certain documents. server based."
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Administrative Assistant, Retail, San Dimas, CA
"I need web site application with the following features1- Include all VSS feature2- Export Data From VSS 3- Web based 4- Auditing 5- Security 6- Distributing source code, it must handle source code distribution between team members (Handle the check in and check out process) 7- Payment monthly bases."
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Buyer, Computers - Software, New York, NY
"Basic file/insert/box management. Would like to use barcode tech. if possible. This is for a fire district office of about 30 employees,about 500 boxes, 400 files."
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Buyer, Government, Everett, WA
"I had occasion to visit a company that used document control. Seeing the "mess" our forms and policy/procedure documents are in, I , as Quality Control Manager, feel this would be a worthwhile project to undertake. I would need to develop a plan to present to the upper echelon so at this five minutes, all I am about is research on the subject."
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Facilities/Operations, Manufacturing, New Market, VA
"I am extremely interested in implementing Scanfile document management software in to our human resource department but am unable to find any costs for this software. Would you have a price range for this?"
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Human Resources, Education, Ames, IA
"Cover-All provides document scanning services. We are looking at a solution to host images over the web for retrieval."
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General Manager, Information Services, Toronto, NY
"This would be for my personal use...not for business use...I simply need an economical "Word" type of software compatable with Vista...Microsoft is outrageously expensive for my purposes."
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Buyer, Other Business Services, Norfolk, VA
"Nothing specific, just doing a price check.Thanks for your assistance.Please send by e-mail."
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Buyer, Manufacturing, Edwardsville, IL
"1.must be web based2.must be able to store document templates and populate fields when data is pushed to the document application3.must be able to store instantiated templates with rcvd data4.must be able to render documents in doc and pdf forms5.must be able to index a completed document so that it can be searched."
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CIO, Insurance, New York, NY
"We would like to a system that will manage all of the documents we create on Word and Excel, assign a document number for easy retrieval by anyone in the office. To be able to do searches by means of a profile to find documents created and to control multiple versions of a document."
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Buyer, Legal, Walnut Creek, CA
"Content management for back-end web use. Data safe for access management. Version control system for document development. Possibly for version control for script and application development."
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Buyer, Information Services, Salem, OR
"We are currently scanning in our documents to elimiate paper. However our system is just a microsoft tree system and not a database to find information."
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MIS/IT, Government, Fort Myers, FL
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