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
"Managing potential and existing client base, research information, company profiles,compiling information, managing results."
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Sales/Business Development, Financial Services, Virginia Beach, VA
"We want to control user manuals and procedure manuals so that only the most recent products are available for revision or printing. Too often someone finds an old document and thinks it is current........"
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Administrative Assistant, Other Business Services, Boulder, CO
"We are a logistics, project management and security firm doing business in both the government and business sectors. We would like to have some type of matter number generated when we start new projects. I don't know if any document management software has that capability."
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Office Manager, Consulting, New Orleans, LA
"Document control system for oil and gas business including large amounts of technical and engineering data."
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CEO/President/Owner, Construction/General Contracting, Arroyo Grande, CA
"A low cost web-based access controlled solution to create, sign and store documents from multiple remote locations. No scanning or faxing is required."
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Accounting/Finance, Non-Profit, Redwood City, CA
"Project teams will search proposals, marketing materials on search strings they type in. we need a system that will scan the internal documents and return a ranked % fit with the link to the file plus a brief description or the block of text that it found. Also need it to have a blog/wiki ability where project managers can type in lessons learned about jobs/clients. All while doing it on our Intranet. Plus it has to have a very easy user inteface (explorer like) so people are not intimidated."
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R&D, Advertising/Marketing/PR, Farmington, MI
"Drawing and data management for a small engineering firm. Work flow and integration to CAD and other applications is important. Pricing for a single user and up to 5 concurrent user is desired."
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Engineer/Programmer, Information Services, Denver, CO
"My customers input information into our submission form ona legal document website. the website now has a limited document assembly capacity. we need to dexpand that."
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Attorney, Legal, Austin, TX
"I need to be able to open a doc... add a couple of items to it convert to pdf and email out ."
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MIS/IT, Other Business Services, Phoenix, AZ
"Law office to set up folders by client. Must work with Hot Docs (lexis nexis) "
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Partner/Principal, Legal, Sanford, FL
"As a replacement for paperport, create and manage PDF and TIFF files (such as stacking several PDF files into one). Also convert TIF to PDF, and back, as needed."
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Facilities/Operations, Non-Profit, Baytown, TX
"Hospital blueprint data base with search, view and printing capibilities."
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CEO/President/Owner, Consulting, Castro Valley, CA
"The main purpose is to store company documents ( MS-word, pdf, scanned references) and allow access based on key word searchs."
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MIS/IT, Other Business Services, Blaine, WA
"We are currently using a shared folder on a server that we map to everyone's "S:" drive. It has many folders for several departments and projects.I want a more organized solution that's easy for everyone to access documents in a similar fashion to what they are used to.They should be able to browse folders for the documents they are looking for or do a keyword search for documents.They should be able to download an document, make changes then upload it back to any folder they have access to. I should be able to restrict access to some folders to some people."
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MIS/IT, Non-Profit, Lauderhill, FL
"To manage construction administration documents, bid quotes, RFIs, Request for Clarification, Requests for Proposals, Time Cards/Sheets, Safety Documentation, Safety Incidents, Life Health & Safety Plan Company wide and site specific, Faxes, Emails, Phone Logs Letters, Meeting Minutes, Progress schedules, Submittals, Subcontracts and Contracts by project and office correspondence documents between office staff. Need to restrict access by users at document level."
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Partner/Principal, Construction/General Contracting, Stony Point, NY
"This software would be intended for a company who deals with medical review contracts with goverment agencies, insurance companies, etc. We are looking for web-based secure document management software in which company has full control but can also give secure access via the web to their clients and physicians related to the case to send and receive documents as needed. Very important (as these are medical records) that this software needs to have multi-level security features and meet all HIPAA and medical compliance standards."
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MIS/IT, Health Care, Wrentham, MA
"Maintain engineering drawings for others to access via onsite computers.Just switched over to MS Server.Currently using MaxView software.Poss like to put access to Web Site."
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Engineer/Programmer, Government, Mill Creek, WA
"We need to archive documents for 13 years and I would like to scan them, being able to tag them with 4 to 5 different tags such as invoice number, date, check , Job #."
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Partner/Principal, Construction/General Contracting, Greenville, SC
"We need to have a document management system that works with our Xerox Work Centre Pro 45 copier. the Software needs to save the scanned documents into searchable pdf files. Versioning and user access management are required functionality for us."
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MIS/IT, Legal, Westlake Village, CA
"Need to track document revisions, limit access to docs in revision, store completed documents, would also like to track quality incidents, internal and external audits, equipment maintenance and calibrations."
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Buyer, Manufacturing, Apex, NC
"One Stop Shopping Document Control Software System to manage sign-off and approval, editing, storage, ability to "check-out" document to revise and "check-in" after routed and approved, control revision history, email tracking systrem would also be nice."
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Engineer/Programmer, Computers - Software, Houston, TX
"We have prints (mechanical drawings) for which we now provide control via signed hardcopies. These are in electronic form but the changes are made on paper and the recordkeeping is on paper.Our primary server is Unix/Novell/Oracle and each print is its own document in Unix."
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General Manager, Manufacturing, Yonkers, NY
"To translate notice and company doucment from english to somalia"
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Office Manager, Real Estate, Minneapolis, MN
"To create documentation for use by internal and external users, local and remote. To control changes and document access."
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Buyer, Health Care, Richardson, TX
"We are trying to go paperless in Human Resources and Accounting. Looking for solutions and suggestions.Thank you."
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Administrative Assistant, Government, Las Vegas, NV
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