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
"Routing and management of .pdf and microsoft office documents to authorized employees for review and approval."
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CEO/President/Owner, Consulting, Andover, MA
"Would like something comparible to Lexis Hotdocs and Immigration Law Interactive Drafting System (IDS)..."
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Attorney, Legal, Las Vegas, NV
"Compliance management document tool:Load document into tool, easy reporting, easy to use, link to most current updates on specific regulations."
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Creative Design/Writing/Production, Retail, Minneapolis, MN
"To move schools from paper documentation to a electronic format where content is easily available."
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MIS/IT, Education, Indianapolis, IN
"We need to upgrade our software so that we may manage our clients documents and boxes as well as document activity. we also need to have the ability to add or delete accounts which we cant do with our old lotus work system "
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CFO, Other Business Services, Montclair, CA
"We currently using filenet however we are using it under Weyerhaeuser license. We wanted to see if we can get a better deal."
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MIS/IT, Manufacturing, Plymouth, NC
"I am a business consultant seeking a cost-effective solution that allows me to communicate more efficiently with my client's employees who are located in another state. Most communications today involve remote, collaboratove work with staff members via the Internet and ocassional in-person consultations. Documents (agreements, forms, templates, links to reference materisls, etc.) are transmitted back and forth via FAX or email with attachments. This process is time-consuming and its becoming more difficult to keep track of the paper."
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Partner/Principal, Consulting, Los Angeles, CA
"Intergrate with Microsoft Great Plains. Store documents for easy retrieval. Reduce paper."
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MIS/IT, Other Business Services, Charleston, SC
"Document files that make it easy to locate documents. Eliminating multiple versions of a file in multiple locationsdownloading documents quickly and filing logicallyconvert downloads to a readable text instead of nonsense."
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CEO/President/Owner, Retail, San Antonio, TX
"Consulting firm: Prupose to store and track knowledge documents from MS Word, Excel, Powerpoint, Vision, PDF documents and other documents created or received from cliets."
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Consultant, Consulting, Saint Paul, MN
"Cash forecast projected income statement balance sheet time cards late payments financing- startup planner expense checks non-payment documents collection agency documents."
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Accounting/Finance, Media/Entertainment/Publishing, Detroit, MI
"We are looking for a basic, low cost, document management tool. We have a lot of documents we are looking to put in a central location for all employees to access. Also would like to be able to do a search for the document. Please only contact me by email, right now ALL we are looking at is the pricing. Anything you can send me with your different pricing will be helpful...please no phone calls at this time!"
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Sales/Business Development, Computers - Hardware, Mason City, IA
"We are a manufacturer of aircraft parts. Whenever we product a lot of a particular item, we generate documents such as material certifications, test results, and so on. Whenever we ship an item we must send the customer documentation from the lot from which the item originates. We currently use an application called Visual Manufacturing to create packing lists. It would be nice to be able to print all the documents linked to the lot from which the item originated at the same time. We are a small business with limited resources."
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CEO/President/Owner, Manufacturing, Lindenhurst, NY
"Document control for 20-30 users to support legal firm of ~10 attorneys. Need to ensure consistency of stored documents as opposed to disparate methods of naming/location."
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MIS/IT, Legal, Plano, TX
"Currently we have no document management system and as a rapidly growing company, the need is becoming more and more necessary. Our current main goals are to establish security on the documents, versions, history and have the ability to do comparisons between documents. The needs will of course grow as we do."
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Administrative Assistant, Financial Services, Washington, VA
"A system that will meet CLSI (Clinical and Laboratory Standards Institute)standard GP2-A5. Create and manage a master index from procedure manuals produced in several diverse lab sections. Includes change management and documentation, staff documentation of notification, and distribution of master copies. Should be able to import MS Word documents."
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General Manager, Health Care, Baltimore, MD
"We need a uniform, structured program to file our electronic and word processing documents."
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Buyer, Non-Profit, Emerson, NJ
"This would replace an older version of DocStar for which we have back-up magnetic disks."
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Buyer, Real Estate, Roanoke, VA
"Version tracking and access control for a variety of file types."
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R&D, Education, Herndon, VA
"Find and track variety of types of filesused PCDocs/DocsOpen, so familiar with conceptfind by keywords, client, date of creation, subject, type of file, etc.would also like to be able to print a unique doc number, but that's optional."
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CEO/President/Owner, Other Business Services, San Diego, CA
"Consulting functions, Clients need access,Features: security, controlled access, revision control, configuration control, audit capability. Dedicated email with compartmentalization."
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Consultant, Manufacturing, Seattle, WA
"Management of company's contractual documents with access control, management of versions for contractual agreements."
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Buyer, Computers - Software, Dublin, CA
"This software will support A/P documentation needs and must integrate with Microsoft Dynamics SL."
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Purchasing Manager, Education, Fort Myers, FL
"Prefer open source system; have paper document management system but needs refinement when electronic management system implemented; must handle all types of paper records; use both MS and Lotus Notes platforms."
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Partner/Principal, Consulting, Baton Rouge, LA
"Real estate brokerage company with an e-commerce interface. Need a online management system to automate rental applications, leases, leadlaw disclosure, etc."
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CEO/President/Owner, Real Estate, Boston, MA
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