Doc.It Suite Overview

Here’s the scoop on Doc.It Suite! We've gathered over 483 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.

Doc.It Suite, Salesforce Revenue Cloud, Tacton CPQ software, Configure One, 3D Product Configurator, etc., all belong to a category of solutions that help Data Management Platform. 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 Doc.It Suite is right for your needs? Our Cuspera AI engine can evaluate how Doc.It Suite fits your specific business needs, industry, and context. Get your personalized assessment report today.

Doc.It Suite supports business activities such as:

  • Workflow Management
  • Engaging And Following Up
  • Products & Pricelist Management
  • Digital Signature
  • Document Sharing

Doc.It Suite can help you with many business goals, such as Enhance Customer Relationships, and Scale Best Practices. It can help manage these activities if you use Offline Phone Calls Out Of Home etc. for these needs. As a solution, Doc.It Suite's capabilities include SEM, Calculator, and Recording.

Doc.It Suite Accounting Vertical is its biggest customer base.

Reviews

"...It Suite solves that problem with a suite of document management, storage, workflow and Web portal tools...." Peer review

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Doc.It Suite solved their Data Management Platform needs. Cuspera uses 483 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 Data Management Platform needs.

Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities peers achieved using Doc.It Suite.

Use Cases

Peers recommend Workflow Management , Engaging And Following Up , Products & Pricelist Management , as the business use cases that they have been most satisfied while using Doc.It Suite.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Workflow Management

4.07/5 ★

Read Reviews (54)

"...It Suite solves that problem with a suite of document management, storage, workflow and Web portal tools...."
Engaging And Following Up with Offline and Phone Calls

4.87/5 ★

Read Reviews (34)

"...Microsoft Office integration DocuSign eSignature integration Tax Software integration CaseWare integration Fx Engagement Batch Pring Mobile...." Packages & Pricing
Products & Pricelist Management with Out Of Home and Brochure

4.54/5 ★

Read Reviews (21)

"...Book of Referrals White Paper: Workflow, Efficiency and Security White Paper: 3 Common Challenges Product Brochure Pricing Request Demo Contact me..." Integrations
PEER EXPERIENCES
Workflow Management

4.07/5 ★

Read Reviews (54)

"...It Suite solves that problem with a suite of document management, storage, workflow and Web portal tools...." Peer review
Engaging And Following Up with Offline and Phone Calls

4.87/5 ★

Read Reviews (34)

"...Microsoft Office integration DocuSign eSignature integration Tax Software integration CaseWare integration Fx Engagement Batch Pring Mobile...." Packages & Pricing
Products & Pricelist Management with Out Of Home and Brochure

4.54/5 ★

Read Reviews (21)

"...Book of Referrals White Paper: Workflow, Efficiency and Security White Paper: 3 Common Challenges Product Brochure Pricing Request Demo Contact me..." Integrations

12+ more Business Use Cases

Our AI advisor, Wyz, harnessed 483 insights from peers and experts to help you assess how these Doc.It Suite use cases fit your Data Management Platform needs.

Based on peer insights

Cuspera recommends Doc.It Suite for

Use Cases Workflow Management , Engaging And Following Up , Products & Pricelist Management
Medium Offline, Phone Calls, Out Of Home
Features SEM, Calculator, Recording
Business Priorities Enhance Customer Relationships, Scale Best Practices
Industries Accounting

Popular Business Setting

for Doc.It Suite

Top Industries

  • Accounting

Popular in

  • Small Business
  • Mid Market
  • Enterprise
lightning

Peers used Doc.It Suite to Enhance customer relationships and Scale best practices

Peer and Expert Opinion on Features

for Doc.It Suite

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
SEM

3.83/5 ★

Read Reviews (12)
Calculator

2.16/5 ★

Read Reviews (5)
Recording

4.21/5 ★

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
SEM

3.83/5 ★

Read Reviews (12)
Calculator

2.16/5 ★

Read Reviews (5)
Recording

4.21/5 ★

Read Reviews (5)

IT and Other Capabilities

for Doc.It Suite

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.28/5 ★

Read Reviews (57)
Data Import

4.19/5 ★

Read Reviews (40)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.28/5 ★

Read Reviews (57)
Data Import

4.19/5 ★

Read Reviews (40)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.13/5 ★

Read Reviews (17)
24/7 Support

4.07/5 ★

Read Reviews (54)
Email Support

3.77/5 ★

Read Reviews (14)
Chat Support

3.76/5 ★

Read Reviews (13)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.13/5 ★

Read Reviews (17)
24/7 Support

4.07/5 ★

Read Reviews (54)
Email Support

3.77/5 ★

Read Reviews (14)
Chat Support

3.76/5 ★

Read Reviews (13)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.77/5 ★

Read Reviews (23)
Analytics

2.88/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.77/5 ★

Read Reviews (23)
Analytics

2.88/5 ★

Read Reviews (1)

Software Failure Risk Guidance

?

for Doc.It Suite

Overall Risk Meter

Low Medium High

Top Failure Risks for Doc.It Suite

Vendor Profile Details

Company Name

Doc.It

Company Website

https://www.doc-it.com/

HQ Location

1425 Cormorant Drive, Suite 201, Ancaster ON L9G 4V5

Employees

11-50

Social

Financials

PRIVATE