Paperless Online

Paperless Online

Document generation, document filing, & form automation

4/5 (1 review)

Paperless Online Overview

Paperless Online is a cloud-based document management system which enables users to create, receive, and track documents and forms. The system stores important documents in an electronic file cabinet, with a self-service portal allowing contacts to submit required documents and forms. Contact records store information about clients, leads, and vendors, with users able to add custom data fields to records additional details. The messaging feature lets users communicate with contacts, and automatically stores messages as tickets within each contact’s record.

With Paperless Online, users can create custom forms, documents, and emails, with the ability to automate forms using configurable workflows, and send out emails to contacts automatically. Data merge is supported for emails and documents, including letters, contracts, certificates, and labels, allowing users to set up standard templates and then personalize each by merging in contacts’ details. Electronic signatures can be captured through integration with DocuSign, with users able to sign forms directly from their emails on any device, and signed documents stored within individual contact records. Users can also create and assign tasks and reminders, and generate custom charts and reports.

Pricing

Starting from
$25/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Paperless Online Reviews

Overall rating
4/5
100% positive reviews
0
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Shelley H.

I have helped set up this program and trained agents and admin users how to best utilize it.

Used Weekly for 1-5 months
Reviewed on 2018/01/17
Review Source: Capterra

Pros

I really like the ease of use and all of the video tutorials. They are not annoying or long, they are actually useful and show you step by step how to do things. I like the fact that there is no contract and that you can back up all your files easily.

Cons

I don't like that the commission module has to be seen by all master admins, there should be a way to turn that off and on. The customer service has room for improvement too.

Rating breakdown

Value for Money
Ease of Use
Customer Support

User Recommendation
0/10
Based on 1 reviews
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Paperless Online Pricing

Starting from
$25/month
Pricing options
Free Trial
Subscription
Value for money

$25 per user, per month.

Value for Money
4/5
Based on 1 reviews
Compare value for money rating with alternatives

Paperless Online Features

  • Document Storage
  • Third Party Integration

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
Features
4/5
Based on 1 reviews
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Additional information for Paperless Online

Key features of Paperless Online

  • Automated emails
  • Configurable workflows
  • Contact records
  • Custom charts
  • Custom data fields
  • Custom forms
  • Custom reporting
  • Data merge
  • DocuSign integration
  • Document filing
  • Document generation
  • Electronic signature
  • Email template creation
  • Form automation
  • Messaging
  • Reminders
  • Self-service portal
  • Task assignments

Benefits

  • Users can create custom forms and configure workflows for form automation, to send forms by email for completion, review, and signature collection.

  • Documents and emails can be generated using templates and data merge capabilities, and then sent to contacts.

  • Tasks can be assigned to users or contacts, and reminders can be set up to ensure that important tasks or dates are not missed.

  • Users can sign forms electronically from their emails, with DocuSign integration, and signed documents are stored within contact records.

  • The Messaging feature allows users to communicate with contacts, and automatically organizes messages as tickets in each contact’s record.

  • Paperless Online FAQs

    Below are some frequently asked questions for Paperless Online.

    Q. What type of pricing plans does Paperless Online offer?

    Paperless Online offers the following pricing plans:

    Starting from: $25/month

    Pricing model: Subscription

    Free Trial: Available

    $25 per user, per month.

    Q. What are the main features of Paperless Online?

    Paperless Online offers the following features:

    • Automated emails
    • Configurable workflows
    • Contact records
    • Custom charts
    • Custom data fields
    • Custom forms
    • Custom reporting
    • Data merge
    • DocuSign integration
    • Document filing
    • Document generation
    • Electronic signature
    • Email template creation
    • Form automation
    • Messaging
    • Reminders
    • Self-service portal
    • Task assignments

    Q. Who are the typical users of Paperless Online?

    Paperless Online has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Paperless Online support?

    Paperless Online supports the following languages:

    English

    Q. What type of pricing plans does Paperless Online offer?

    Paperless Online has the following pricing plans:

    Subscription

    Q. Does Paperless Online support mobile devices?

    We do not have any information about what devices Paperless Online supports

    Q. What other apps does Paperless Online integrate with?

    Paperless Online integrates with the following applications:

    DocuSign

    Q. What level of support does Paperless Online offer?

    Paperless Online offers the following support options:

    Online Support