DocFinity Overview
Here’s the scoop on DocFinity! We've gathered over 444 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
DocFinity, Ombud, Upland FileBound, Lucidchart, Nikec NetDocuments, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if DocFinity is right for your needs? Our Cuspera AI engine can evaluate how DocFinity fits your specific business needs, industry, and context. Get your personalized assessment report today.
DocFinity supports business activities such as:
- Workflow Management
- Contract Management
- Content Management
- Digital Signature
- Collaboration
DocFinity can help you with many business goals, such as Scale Best Practices, Enhance Customer Relationships, Improve Efficiency, Increase Sales & Revenue, Improve ROI, etc. As a solution, DocFinity's capabilities include Recording, and Dashboard.
DocFinity Computer Software Vertical is its biggest customer base.
Reviews
"Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to ...make a difference. " - Shelley B
Cuspera Reviews
16 buyers and buying teams have used Cuspera to assess how well DocFinity solved their Content Management Systems needs. Cuspera uses 444 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.
Business Priorities
Scale Best Practices and Enhance Customer Relationships are the most popular business priorities peers achieved using DocFinity.
Use Cases
Peers recommend Workflow Management , Contract Management , Content Management , as the business use cases that they have been most satisfied while using DocFinity.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Workflow Management |
4.59/5 ★ |
"...Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output...." Peer review |
| Contract Management |
4.47/5 ★ |
"...DocFinity electronically captures, indexes, and stores evidentiary and contract data securely in a single location...." DocFinity |
| Content Management |
4.74/5 ★ |
"...Comply with regulations and control document access, security, and retention with content and records management...." Peer review from Optical Image Technology |
| PEER EXPERIENCES | |
|---|---|
| Workflow Management |
4.59/5 ★ |
"...Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output...." Peer review |
|
| Contract Management |
4.47/5 ★ |
"...DocFinity electronically captures, indexes, and stores evidentiary and contract data securely in a single location...." DocFinity |
|
| Content Management |
4.74/5 ★ |
"...Comply with regulations and control document access, security, and retention with content and records management...." Peer review from Optical Image Technology |
|
12+ more Business Use Cases
Our AI advisor, Wyz, harnessed 444 insights from peers and experts to help you assess how these DocFinity use cases fit your Content Management Systems needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to make a difference. Testimonial By Shelley B |
|
|
DocFinity helps our clients see where a student is in the application process, and what workflow they’re in at any given point in time. Testimonial By Jean D |
|
|
What we’re really trying to do is create better processes so that the instructors and students can spend their time doing what they do best. DocFinity really gave us the solution we were looking for. Testimonial By Brain S |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Shelley B The Pennsylvania State University |
Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to make a difference. Testimonial By Shelley B |
|
Jean D Iowa State University (ISU) |
DocFinity helps our clients see where a student is in the application process, and what workflow they’re in at any given point in time. Testimonial By Jean D |
|
Brain S Loyola University Chicago |
What we’re really trying to do is create better processes so that the instructors and students can spend their time doing what they do best. DocFinity really gave us the solution we were looking for. Testimonial By Brain S |
Popular Business Setting
for DocFinity
Top Industries
- Computer Software
Popular in
- Enterprise
Peers used DocFinity to Scale best practices and Enhance customer relationships
DocFinity Alternatives
Peer and Expert Opinion on Features
for DocFinity
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (26) |
| Dashboard | Read Reviews (14) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (26) |
| Dashboard | Read Reviews (14) |
IT and Other Capabilities
for DocFinity
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (63) |
| Data Export | Read Reviews (55) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (63) |
| Data Export | Read Reviews (55) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (35) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (35) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (27) |
| Analytics | Read Reviews (18) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (27) |
| Analytics | Read Reviews (18) |
Software Failure Risk Guidance
?for DocFinity
Overall Risk Meter
Top Failure Risks for DocFinity
Vendor Profile Details
Company Name
DocFinity
Company Website
https://www.docfinity.com/HQ Location
100 Oakwood Avenue, State College, PA 16803, US
Employees
101-250
Social
Financials
PRIVATE
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