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
"Storage of contractual docs. Version control (must be easy to use)."
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MIS/IT, Other Business Services, Westborough, MA
"Looking to track contracts from start to finish and renewals. Availability to run reports based on database by client, initiator, staff etc."
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Administrative Assistant, Non-Profit, Phoenix, AZ
"We have a small on-site box storage center for approximately 5,000 boxes. Our customers call and request individual charts from those boxes. We would like software to help us control the inventory of those boxes and the pulling of charts from those boxes."
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General Manager, Other Business Services, Rossville, GA
"Small solo litigation firm. My primary goal is to use this software so as to go paperless and have access to all docs while on the road or in court. Thanks for any assistance you can provide."
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Attorney, Legal, Nashville, TN
"The product I am looking for will allow the access restriction to be applied to files. Function as a content management system and .html web-server."
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Creative Design/Writing/Production, Education, Mahwah, NJ
"Store documents, newsclippings, articles, financial records, client folders. Need to be able to highlight/edit scanned docs. I need to tame mounds of paper so I can find things!"
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Office Manager, Non-Profit, Wilmington, DE
"We need to scan and archive old projects and basically get rid a lot of the paper in the office. We'd like a software program that works with our scanner to organize whatever is scanned (and possiboly emails) to a serachable database--something like an electronic file cabinet."
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MIS/IT, Non-Profit, Ellensburg, WA
"Storage of electronic copies of important documents for easy retrieval, and to allow for offsite storage of original document as necessary for legal requirements."
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Buyer, Other Business Services, Derby, KS
"We need a stand alone software database that can track documents coming in and out of our Boss' office and where it goes. Tracking is internal only and does not have to be fancy. Software has to be simple (kinda easy for novice PC users) and can be accessed by most of our worker via share drive with one software owner (or administrator) that can manipulate or modify the software database when needed. Software must be able to run reports and be able to remind workers that their documents are eitheer due or have been approved."
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Administrative Assistant, Government, Hickam Afb, HI
"We need some basic software that will allow us to automatically assign document numbers and to allow us to specify a client number."
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Consultant, Consulting, Phoenix, AZ
"Electronic filing of contracts, expense receipts and othre documintes. Electronic filing of archieve documents."
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Partner/Principal, Real Estate, Boise, ID
"I need to scan legal documents that can be over a hundred pages at times. I need quick, accurate, and professional looking document scanning and organization. I will save these files and e-mail them to clients."
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Partner/Principal, Legal, Hastings, MN
"Need to convert paperless documents to electronic with check out features, etc. Also need corrective and preventive actions module."
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Engineer/Programmer, Manufacturing, Auburn, AL
"Setting up and running an ISO 9001:2000 compliant Quality System."
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Engineer/Programmer, Manufacturing, Caledonia, MN
"FDA, GMP, GLP, GCP, SOX. Robust system, Regulated workflows for DRAFT through, review and approval with esignatures, PDF renditioning. Version control and document workflows. hyperlinking and portals."
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Buyer, Biotech/Pharmaceuticals, Danville, PA
"This software will be used to control, manage, and expose Kips Bay Medical's documentation at appropriate levels."
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Buyer, Biotech/Pharmaceuticals, Minneapolis, MN
"Ability to store and retrieve images for our non-financial documents e.g.: Audit workpapers, leases, contracts, Informal Conference Decisions, Appeal, White papers, and etc."
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MIS/IT, Government, Juneau, AK
"We have 650 oral history interviews which have been transcribed and put into an electronic file. We need a user friendly subject indexing system for this collection. Typical length of interviews: 30 to 50 pages typescript. This project studies a wide range of people who have moved from one area of the country (Utah) to 20 different selected target cities around the country. Subjects might include "why did you move?"; "what was your first job?"; "attitude of your family to move." etc."
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Educator, Education, Provo, UT
"Report archiving is done on a mainframe in a generation repository. mainframe is going away and we need to be able to do this on the client server."
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Consultant, Education, Tacoma, WA
"Real estate office. To store internal file documents, inspection reports, contracts for individual home sales. Ability to store documents to eliminate excess paper work while maintaining historic records."
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Administrative Assistant, Real Estate, Haddonfield, NJ
"To create, review, and approve process documents in an easy, efficient, and timely manner. Ideally, system should be user friendly reduce review and a;;roval times."
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Buyer, Biotech/Pharmaceuticals, Cambridge, MA
"Looking for a collaborative document management system that can be shared with partners to develop proposals. Must be able to give various user groups different permision levels; must have Secure access and communications; Automated Notification;Scheduling functions; Database Archival function; Version Control; Online Real-time Collaboration; and Ability to segregate work into “workspaces” so multiple procurements can be conducted simultaneously without overlap."
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Partner/Principal, Information Services, Columbia, MD
"Would like to go paperless and create approval workflows for documents online."
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Buyer, Consulting, Atlanta, GA
"Want open sourcewant to scan & store invoices, bills, reports,excel and word documents in their existing format."
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CEO/President/Owner, Wholesale, Baltimore, MD
"Save all our billing (PDF file) and email attachment to the system."
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CIO, Manufacturing, Buffalo Grove, IL
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