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
"We currently house 10,000 cartons of records storage and are looking for a new software system capable of box/file/history tracking, billing multiple clients."
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Buyer, Information Services, Louisville, KY
"We need the DMS to be able to provide access to specifications as well as revision control and searchability. We would like to allow users access to .pdf versions of the specs. Would like to have Email Change Notification and electronic sign off as well. Would like to be able to roll a memo log (Word, PowerPoint, Excel files into .pdf) into this."
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Engineer/Programmer, Manufacturing, San Jose, CA
"We are looking for service record management and accounting system management."
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Sales/Business Development, Equipment Sales & Service, Richardson, TX
"Need to be able to store document from multiple source: scan, e-mail, fax, etc. We have an HP Photosmart scanner that i use to scan documents. I want to be able to scan documents from our scanner directly into a DMS."
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CEO/President/Owner, Computers - Hardware, Houston, TX
"I would like to purchase a document management software using which we can store all our doucuments on the network.We like the software to be used to control versions of the software and also provide security to the documents.We are looking for a feature where user's can read the documents and do a " Sign-Off" on these documents. Price rage between 600- 1000."
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Buyer, Other Business Services, Bogota, NJ
"I would like to get a quote for having Docs Open at a small law firm; we used it at my old firm and I would like the quote so I could propose it to the bosses here. Please provide asap."
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Attorney, Legal, Raritan, NJ
"Store for later retrieval and reference. Store electronically to save building space. Want to check possibility of scanning certain high volume vendor invoices and reading info from such invoices and creating data entry files for populating certain fields in payable software."
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Accounting/Finance, Construction/General Contracting, West Palm Beach, FL
"We are a small 6 person financial company interested in imaging company records for back up and optional work at home use."
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Office Manager, Financial Services, Bloomington, MN
"IMac computer, OS 10.4.8Receive eDocs from outside sources, must be able to open, save to hard-drive and print entire document as well as specific pages."
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Partner/Principal, Other Business Services, New Providence, NJ
"Docushare distribution of documents to 5-10 users at a time over intranet and internet."
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Partner/Principal, Legal, San Diego, CA
"We're planning on using the software to better manage our intellectual property files, and to be able to keep track of all files in the office."
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General Manager, Legal, Los Angeles, CA
"Revision ControlDocument archive/repositoryWorkflow management - w/ ability to track electronic sign offBatch processing w/ parent/child associationAccess Control (internal and external) w/ defined privileges and reporting featureMultiple user group definitionsCross platform interface (web interface would be great)API (software development kit to make customizations)Search Tool that crosses categoriesAbility to tie into websiteAbility to tie into WebAbility to securely bi-direction transfer."
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Engineer/Programmer, Computers - Hardware, Sunnyvale, CA
"Medical Record Storage, no editing, secure access. Limited workflow (one person adds, another reviews). Simple restrictions based on domain group (group 1 can view, group 2 can add and view)"
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MIS/IT, Health Care, New York, NY
"Need to facilitate move to a paperless environment. Document management and retrieval software is current focus for Microsoft office produced and scanned documents or adobe documents, as well as incoming and outgoing emails via microsoft outlook."
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General Manager, Financial Services, Holland, OH
"Mortgage files that can be accessed as needed. Clean up the paper!"
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Consultant, Consulting, Lompoc, CA
"Law office needs Exchange/Outlook integration to store documents integrated with contact information and emails."
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MIS/IT, Legal, Beverly Hills, CA
"We are seeking for a such programme/s which assist to exchange the folder, sub folder and file throughout the networking and also those file/s to put in a one cabinet to around more than 50 pc/s. with the help of networking, like "DocsVault" is one of the programme but we need improved one. My language may not be so clear, if so, please let me know I would try to explain you more.regaqrds, Vishnu"
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Receptionist, Other Business Services, Riyadh, AL
"We would like something that will be fairly straightforward to manage and that will not break the bank. I am not interested in being wowed during long presentations or in long meeting."
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Attorney, Legal, Houston, TX
"Store, backup, retrieve, and control documentation. Need a way to compare versions and lock files when in use."
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Creative Design/Writing/Production, Health Care, Carrollton, TX
"Need to be able to track incoming property insurance policies for our clients as well as track property taxes. We are a loan serviding company looking for software for escrow and non escrow loans."
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General Manager, Financial Services, Lansing, MI
"To support business operations, and possible outsourcing of core back office functions."
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Engineer/Programmer, Government, Reston, VA
"Use this software to manage client files, letters, memos, emails from employees to clients, emails from clients to employees ... all of these would need to be available to all employees, or have option to restrict access to certain groups as well. Must be able to handle email to and from Lotus Notes."
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MIS/IT, Legal, Seattle, WA
"I need edoc capabilities to retrieve and print out mortgage docs."
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Buyer, Real Estate, Elkins Park, PA
"Receiving documents via fax or scan, indexing by customer or distributor, OCR, forms processing, cataloguing, workflow for approval, searching, data capture, storage and archival."
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Consultant, Health Care, Orchard Park, NY
"Management of operating procedures, dwg drawings, scanned documents and other documents relating to a food industry chemical plant."
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MIS/IT, Manufacturing, Cincinnati, OH
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