7 Best Document Workflow Automation Software 2022 (Ranked)

Jun 05, 2022
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best document workflow automation

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It's no secret that businesses need to keep track of and manage an ever-growing amount of business processes, repetitive tasks, and tracking results from reporting software.

From client files, and field reports, to invoices to tax records, the paperwork just keeps piling up. This is where document workflow automation software comes in.

Workflow automation tools allow you to streamline, digitalize, and automate tasks for your business operations.

By using automated workflows and team collaboration, complex processes become easy to manage, free up more time across the board, and let small business owners to large enterprise companies double down on business areas that matter.

In this article, we'll be ranking the best workflow automation software that helps both smaller and larger enterprises digitize and automate business processes!

What Are The Best Document Workflow Automation Software?

Below are my top picks for the best document workflow automation software available today.

| 1. Fluix

Best Overall to Digitize Document Processes and Automated Workflows

Best For: Small Businesses to Large Scale Enterprises
Price: $30 / person / month
Annual Discount: No
Promotion: 14 Day Risk-Free Trial

Fluix.io is the best overall document workflow software for companies that want to digitize their document processes without any coding required. 

Fluix is extremely user-friendly, has a great interface, and offers a wide range of features and add-ons that makes your digital transformation as seamless and customized as possible. 

Fluix business process management works for both smaller businesses as large enterprises such as:

  • Construction and Engineering

  • Remodeling and Renovation

  • Renewable Energy

  • Aviation

  • Healthcare and more!

Well-established large brands such as Siemens, Centuri, Noble Energy, Alaska Aviation use Fluix for their business process management needs.

From workflow automation to cloud storage and collaboration, Fluix has everything you need to streamline your document processes.

| According To Customers

“I love how simple it is to mark up documents in Fluix using my Apple pencil. I love being able to highlight, use different color pens to write notes, add bookmarks, and save/email my markup.”

“We can easily collect and summarize data from different contracts is reported instantly, with no additional administrative costs required. Fluix helps our team to remain updated on tasks and work orders as we can set up workflows that would notify of changes so progress is not halted at any point.”

| Why You Should Try Fluix For Your Company

  • Digitize your business and document processes

  • Automate routine tasks and save labor hours

  • Gathers reliable and secure data for your workflow management

  • Works wonderfully for office and field teams to deliver results faster

  • Develops and automates your entire business for a competitive edge

  • World-class support for any workflow management issues

  • 96% of customers stay longer than 5 years! 

| Compared To The Alternatives

  • Great pricing applicable for small businesses

  • Not overly complex

Try Fluix

| 2. Monday

Best Digital Asset Management Software

Best For: Large enterprises for complete business coverage
Price: $10 / user / month
Annual Discount: Yes, Save 18%
Promotion: Try free forever with limited functionality

Monday.com is a digital asset management software that helps business owners and employees streamline their workflow and work faster. 

Thanks to its user-friendly interface and wealth of features, businesses looking for customizable workflow automation software will find Monday perfect for that purpose. 

You can create custom workflows to manage your documents, as well as track the progress of individual tasks and projects. You can also collaborate with colleagues in real-time, share files and folders, and more.

| According To Customers

“Great design and color patterns, user roles (invite user), options to comment messages and documents referred to other users' tasks (@name)to review. Nice spreadsheet format and kanban style process flows.”

“Monday dashboard is the stuff of efficiency dreams, honestly there is no restriction to what you and your group can program with the toolset once your group is utilized to the degree of control and diligence that monday.com offers.”

| Why You Should Try Monday

  • Monday is more like a complete “work OS” (Operating System) than just a simple online software.

  • Manage HR and documentation to project management, design, marketing, and even sales.

  • Customize and automate any workflow that fits your business needs.

  • Connect, centralize, and collaborate across your entire organization.

  • Customizable dashboards, Kanban, and more.

  • Has plenty of integrations with your favorite online business tools.

| Compared To The Alternatives

  • Can be overwhelming with the sheer amount of customization.

Try Monday 

| 3. ClickUp

Best for Creating Docs, Wikis, and Knowledge Bases

Best For: Startups and project management teams
Price: $9 / member / month
Annual Discount: Yes, Save 55%
Promotion: Try free forever with limited functionality

ClickUp is a document workflow software for creating, sharing, and managing documents, tasks, goals, whiteboards, and more. 

With ClickUp, you can quickly create documents in any format, including wikis and knowledge bases. 

ClickUp makes it easy to collaborate with team members and clients, and you can easily track changes and revisions. 

With ClickUp, you can also create tasks and subtasks right inside your documents, making it easy to track your work.

| According To Customers

“​​I like the versatility and multiple options to view and interact with the information in different ways. I feel like ClickUp has accomplished something others have not when it comes to displaying tasks and data.”

“I love that ClickUp replaces so many different apps I was using to run my online business. I had built a Frankenstein's monster of apps and integrations to make things flow, and ClickUp has eliminated many and consolidated my work, tasks, documents, and forms all in one place for easy access. I love that I don't have to have 100 tabs open anymore.”

| Why You Should Try ClickUp

  • Easily collaborate in real-time with team members across the board.

  • Share tasks, and projects, and chat with anyone in your organization.

  • Customize different boards and workflows for an efficient workday.

  • Reduce a handful of external apps to a single and all-inclusive workspace.

  • Create documents, dashboards, and whiteboards on the fly.

  • Designed to work for teams such as marketing, engineering, sales, project management, and more.

  • Easily scales to over 1000+ employees.

| Compared To The Alternatives

  • Easy to get started at a competitive price.

Try ClickUp

| 4. HubSpot

Best for Sales Teams

Best For: Sales teams looking to manage and track deals
Price: $50 / month for 2 users
Annual Discount: Yes, Save 10%
Promotion: Get started for free

HubSpot is a great workflow automation software option out there and is especially well-suited for sales teams, as it provides an easy way to track customer interactions and progress through the sales pipeline. 

With HubSpot, you can create and share documents with team members, manage customer data, and automate tasks to make your sales process more efficient.

| According To Customers

“The automations and creation of lists based on activities, user properties and lead profile is very good. I also really like the creation of groups, it makes it easier to manage the team. Finally, the possibility of creating folders helps a lot to organize things.”

| Why You Should Try Hubspot

  • Hubspot's “Sales Hub” software helps sales teams get organized.

  • Organize and keep track of your entire team.

  • Build a knowledge base of helpful sales content and documents.

  • Track if and when a prospect opens a document, get alerts, and start interacting with leads.

  • Identify exactly which documents and workflows close more deals!

| Compared To The Alternatives

  • Hubspot is tailor-made for sales teams but falls short on other simplified collaboration tools.

Try Hubspot 

| 5. pCloud

Best for Securely Collaborating on Large Business Files

Best For: Military-grade security for storing and sharing documents.
Price: $9.99 / user / month
Annual Discount: Yes, Save 10%
Promotion: Free 30 day trial

pCloud is a document workflow software for collaborating on business files with colleagues. 

It's simple to use and lets you share and comment on files with ease, which is secured and encrypted in the cloud.

Plus, pCloud offers a wide range of features that make it the perfect choice for businesses of all sizes.

| According To Customers

“The pCloud lets you synch, backup, store files with en ease. You get your virtual drive in the Finder and it acts like another folder on your computer. You can purchase military-grade encryption for the Crypto folder. The file synch between you your computer and pCloud online account is SUPER fast!”

| Why You Should Try pCloud

  • Easy to use document collaboration tool to share folders, files, and control data overall.

  • Manage team access rights, group permissions, or individual access.

  • Collaborate on files through comments and annotations instead of chat for security measures.

  • Scalable online cloud storage with top-grade security.

  • Easily share large files online with customers outside of the company, and even customize the page with your branding.

| Compared To The Alternatives

  • Lacks sophisticated collaboration like a whiteboard, kanban, etc.

Try pCloud 

| 6. Avokaado

Best for Legal Documents & Workflows

Best For: Contract Lifecycle Management
Price: $29 / month
Annual Discount: Yes, Save 20%
Promotion: 5 Day Risk-Free Trial

Avokaado is a cloud-based workflow automation software that lets you optimize and streamline the documents of your business. 

The software is designed to help you work faster and smarter, and Avokaado offers a suite of tools to help you manage your legal documents and workflows with ease.

| According To Customers

“With Avokaado we feel safe and under control now. I really appreciate that I don’t have to send documents onwards and backward for signing. I can track who has seen the document, what are the comments, who have signed.”

| Why You Should Try Avokaado

  • Automated document creation and assembly.

  • Customizable workflows.

  • Advanced search and retrieval.

  • Robust reporting.

  • Drafting based on smart templates.

  • Digital signing and electronic storing.

| Compared To The Alternatives

  • Costs go up significantly with larger teams.

Try Avokaado 

| 7. Teamwork

Best for Professional Client Work and Product Teams

Best For: Client work
Price: $10 / user / month
Annual Discount: No
Promotion: Try free for 30 days

If you're looking for a powerful and comprehensive tool that can help you manage your documents and keep everyone on the same page, then Teamwork is a great option.

It offers a wide range of features, such as task management, file sharing, and communication tools, all in one place. 

This makes it perfect for businesses that want to automate their document workflow and improve their productivity.

| According To Customers

“The best thing I liked about it was that I can export my project from different project management tools in simple steps. Moreover, I liked the UI/UX of the project, it is simply awesome.”

| Why You Should Try Teamwork

  • Easily manage and teamwork with contractors, freelancers, and employees.

  • Add functionality over time when you need them such as a CRM, chat, or spaces.

  • Includes plenty of features to collaborate, track, and budget for a seamless experience.

  • Centralized project management to reduce other expensive apps and workflow clutter.

| Compared To The Alternatives

  • More tailored towards project management and teams.

Try Teamwork

What are document workflow automation software?

Business process management software is tools that help automate and streamline business processes such as creating, editing, collaborating, reviewing, automating, and getting rid of manual data entry.

In business, time is money. The faster you can create automated workflows and get documents out the door, the sooner you can start making money. Workflow automation tools can help you do just that.

By creating an automated workflow for processes such as creating and editing documents, you can save precious minutes - even hours - in your workday. Reviewing and approving documents can also be sped up with the help of workflow software.

Rather than waiting for a physical copy of a document to come back from another office or waiting for an email response, you can quickly approve a document electronically with the click of a button.

How can document workflow software help businesses?

Document workflows can help businesses in a number of ways.

Perhaps the most obvious benefit is that it can automate and streamline business processes, making it easier and faster for employees to get their work done.

Additionally, workflow automation can help businesses be more organized and efficient, improving communication and collaboration among employees.

Finally, a good document management system can also help businesses protect their valuable data by providing enhanced security features.

Factors To Consider When Choosing A Document Workflow Software

When looking for the best document workflow software, you'll want to consider the following factors:

Ease of use

When looking for document management software, ease of use is one of the most important factors to consider. After all, you want software that will make your life easier, not harder. The best document workflow software should be easy to learn and use, with a simple and intuitive interface. It should also be stable and reliable, with a robust feature set that can handle all your business needs.

Flexibility

The software should be able to adapt to your unique needs and processes, and it should grow along with your business. It should also be easy to use and customizable, so you can tailor it to your specific workflows.

Features

When looking for document management software, it's important to consider the features that are important to you. Here are some factors to think about:

  1. How many documents do you typically have to process at once?

  2. Do you need software that can track revisions and edits?

  3. Are you looking for software that can automatically route documents for approvals?

  4. Do you need software that can securely share documents with team members or clients?

Price

For a document management system, price is likely to be one of your top considerations. Thankfully, there are many affordable options available. However, you should also consider the features and functionality of the software. Make sure the software meets your specific needs and is worth the price.

Customer support

For a good document management workflow, there needs to be excellent customer support to keep the business process going. After all, you're investing in this software to make your life easier, and if you run into any problems, you need someone to help you solve them. Look for a company that has a knowledgeable and helpful customer support team. They should be available via phone, email, or chat, and they should be able to help you with any questions or problems you have.

What is a workflow process?

A workflow process is a series of automated steps that you or your team can take to complete a task.

It can be something as simple as an email template that you automatically send out when you receive a new lead, or as complex as a set of scripts that run when you export data from your accounting software.

Workflow processes help you save time and automate tedious tasks, so you can focus on the things that matter most.

What are the methods of improving your document workflow process

There are a few different methods that you can use to improve your document workflow process:

Automating your workflow

There are many software programs available to help automate your document workflow process.

This can include software that helps you collect and manage data, software that formats documents according to your specific requirements, and software that helps you print or distribute documents electronically.

Automating your workflow can save you time and ensure accuracy. It can also help you to work more efficiently and produce documents of a higher quality.

Standardizing your process

A consistent and standardized document workflow process is key to avoiding mistakes and ensuring efficiency.

When everyone in your company uses the same process for creating and editing documents, it becomes second nature and easy to follow. This also allows others to easily step in and take over tasks when needed.

Additionally, having a set process helps to speed up the editing and approval process, as everyone will be working from the same set of guidelines.

Tracking changes

One way to streamline your document workflow process is to use software that tracks changes. This will help you keep track of who made which changes and when they were made.

Not only does this make it easier to follow the document's history, but it also helps to ensure accuracy by identifying any potential mistakes.

There are a number of different software options available that offer change tracking, so takes the time to find one that meets your needs and is compatible with the other software you use.

Collaborating online

Workflow software has made it possible for teams of employees to work on projects together, in real-time.

Documents can be shared, edited, and commented on, all while preserving the original formatting. This type of online collaboration is a huge timesaver and can eliminate the need for expensive and time-consuming meetings.

Using templates

Templates are a great way to improve your document workflow process.

When you use a template, you have a ready-made format for your document that already has the correct margins, font, and layout.

This can save you time and make your documents look more professional. There are many templates available online, or you can create your own templates using a word processing program.

Wrap Up

Businesses can greatly benefit from using document workflows to automate and streamline their document management process.

By choosing and implementing the best document workflow management software for your business, you can automate and streamline your business processes, work faster and improve your bottom line.

Consider the factors listed in this article when making your decision, and choose software that will help you achieve your business goals. Some of the most important factors to consider are the features of the software, the price, and the compatibility of the software with your existing systems.

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