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
"I need to share my documents internally, but part of them should be accessible to external partners. I don't want internal servers. Possibily I'd like to have a external Web service solution in SaaS model."
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Consultant, Construction/General Contracting, New York, NY
"Manage a document management solution with check in/check out capabilites for one of our customers to connect remotely to and make changes to their documents in preparation for printing."
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MIS/IT, Other Business Services, West Chester, OH
"Compliance with current and future e-discovery rules; indexing, storage and retrieval of all electronic documents on LAN."
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CEO/President/Owner, Education, Fairfield, NJ
"To manage various types of electronic files with an emphasis on CAD files- auto check-out/in, revision control, etc.."
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Engineer/Programmer, Equipment Sales & Service, Cumming, GA
"Store project notes and concepts at the end of projects. Store invoices from vendors.Small volume - approx 2000 pages/yr."
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Partner/Principal, Advertising/Marketing/PR, Wichita, KS
"The Department of Pathology wants to develop a document control system for its SOP manuals. This includes having all the various manuals in electronic format; having the ability ot track changes; having the ability to know when policies and/or procedures have been updated, changed or discontinued; having the ability to know where all versions and copies are located."
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Buyer, Health Care, New York, NY
"Integrating with Great Plains and Sharepoint desirable.Looking to purchase a high-speed scanner as well."
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Engineer/Programmer, Non-Profit, Walnut Creek, CA
"Manage and track Engineering, Procurement, Estimating & Construction for a EPC Firm."
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General Manager, Biotech/Pharmaceuticals, Stuttgart, AR
"We currently use a document retrieval center that is HTML format - looking to find something more user friendly and able to work with Windows."
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Buyer, Insurance, Pittsburgh, PA
"I am looking for sofeware that has combined information regarding help for uninsured people"
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Buyer, Insurance, Kansas City, MO
"Storage of documents in a central, secure location. Robust organizing and searching capabilities. Ability to determine who can view and edit the documents. Versioning."
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MIS/IT, Manufacturing, Boise, ID
"Currently use MasterControl Client/Server. Need to upgrade, looking for different options. In this system we keep the following types of docs all controlled with revisions, access, etc.: mechanical drawings, electrical schematics, all kinds of production documentation, engineering change orders, request for changes, PC software code, embedded software, artwork for custom lables, machine code (programs), etc."
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Engineer/Programmer, Manufacturing, Logan, UT
"Handle some compliance objectives (tracking who downloaded/edited a document, ability to create a new edition number upon edits for tracking purposes, better permissioning of folders, workflow, etc). They are also going to start using SalesForce as a CRM tool so if the solution can tie in with it, it would be a huge plus."
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Consultant, Consulting, Concord, MA
"We are looking for a product that allows us to store many documents in a way to control version and ease of search."
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MIS/IT, Computers - Software, Falls Church, VA
"Quickbooks integration; Scanning and storage of documents; storage of eFaxes and email."
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CIO, Non-Profit, Phoenix, AZ
"We'd like a document management application that comes with a records management / hard copy component."
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Consultant, Information Services, Beverly Hills, CA
"We are a project driven engineering firm which uses AutoCAD to develop a drawing package. We need to get a handle on our project directories; when the drawings were last accessed and by who."
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Office Manager, Other Business Services, Lakewood, CO
"Need either on-line or ftp to my server storage and access to a catalog of approximately 150 projects with large files. I need to know who's upload and retrieved files and when. I don't need any other management.This is a startup business with limited funds. I may very well need or want more in the future, but I have to stay on budget now. If you're not prepared to talk about a scalable application that meets this need only now, we can both save time and skip the call. I cannot under any circumstances exceed $1000 for this item."
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CEO/President/Owner, Construction/General Contracting, Portsmouth, NH
"We want a software that allows us to pull an electronic file and route it to various employees. The employees will need to enter data on pages of the document and route to the next department. We will also need the software to track changes to the document at the individual level."
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Sales/Business Development, Health Care, Loves Park, IL
"We want a system (housed on our server) that will track work flow, provide reports (number of open jobs by user, number of open jobs department wide, number of jobs completed by user per week, month &/or year) and help with version control. We also want restricted access (visibility only) for multiple field reps."
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Buyer, Legal, Torrance, CA
"Word, pdf documents + images & small movies.Indexing is fundamental"
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Buyer, Health Care, Astoria, NY
"We are a construction company that wants to make our customer files paperless as well as our vendor bills paperless. We want to see how everyone else does it before implimenting it in our office. I have an idea of how it should be organized, but want to see what you could offer. Each customer will have many different aspects to their job file (ie-labor tickets, contract, pictures, drawings, invoices, change orders, production forms)."
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Human Resources, Construction/General Contracting, Phoenix, AZ
"Might be a reseller. OR may just purchase for clients."
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CEO/President/Owner, Information Services, Lake Mary, FL
"We need a way to allow multiple users to access the same document at the same time and change it simultaneously with near instant updating."
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Accounting/Finance, Financial Services, Lincolnwood, IL
"To access documents already imaged and stored. We are receiving the imaging data from a third party vendor."
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Consultant, Media/Entertainment/Publishing, Sacramento, CA
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