PaperSave review

Ask every organization about their common pain points, and document management will likely come up. Imagine companies had to store and sort all documents in paper copy; work will be more challenging. Document management platforms have eliminated the need for paper storage, offering digital platforms to let organizations store and retrieve documents seamlessly.

PaperSave is one of the best document management features out there. It has broad features and integrations with many enterprise software tools to smoothen your workflow.

We’re reviewing PaperSave to help you decide if it’s a good choice for your organization. We’ll rate this platform based on critical aspects, including features, pricing, ease of use, customer support, etc.  

PaperSave: Plans and pricing

PaperSave doesn’t offer standard pricing plans. It offers flexible pricing, wherein the final bill depends on several factors, mainly your chosen features and integrations. Organizations can choose either the cloud-based or on-premise version of PaperSave, each with different pricing structures.

You’ll need to contact PaperSave’s sales team to negotiate a custom deal. Negotiation is flexible, allowing you to discuss the functionalities you want beforehand. You can fill out the form on PaperSave’s pricing page and wait for feedback from the sales team.

PaperSave doesn’t offer a free plan, which we consider a competitive disadvantage. However, you can request a demo after contacting the sales team. You can test the features with this demo before making a final decision. 

Tools without standard pricing aren’t ideal for small businesses with limited budgets. PaperSave is best suited for medium-sized or large businesses with sizeable IT budgets.

PaperSave: Features

 PaperSave is a document management platform offering broad features, including: 

Storage

PaperSave allows enterprises to store and retrieve documents seamlessly. It provides a central repository to store and access critical files anytime. There’s no need to keep documents on paper when you can place them in PaperSave and search for the one you want anytime.

PaperSave allows you to store virtually every type of document. The platform doesn’t limit the size of files you can upload.

You can add metadata to files you keep on PaperSave, e.g., by adding a text tag to each document. Metadata makes it easy to find a file even if you don’t remember the name. You can simply search for the metadata associated with a file to retrieve it. 

Document Capture

PaperSave uses Optical Character Recognition (OCR) technology capable of converting images of text into machine-readable text. You can use this technology to automatically extract data from your documents and save yourself the stress of doing that manually.

For instance, someone uploads scanned images of receipts and needs to extract data from them. The manual method involves studying these receipts individually and writing down the data. However, this process is prone to making mistakes. PaperSave, on the other hand, can automatically extract the text from the scanned images and free up time you would have spent doing it manually.

PaperSave can scan and extract data from the files you upload and store it separately or extract the data to an integrated tool. For instance, you can extract figures from receipts and send them to your accounting software. 

OCR technology reduces the chances of making significant mistakes when extracting data and streamlines your enterprise workflow.

You can also scan paper documents directly into PaperSave. You need a physical scanner to utilize this feature. You’ll link PaperSave with your physical scanner, and it can import scanned documents and store them seamlessly.

Security

Security is a paramount consideration when choosing a document management platform. Fortunately, PaperSave scores high in this criteria by providing sophisticated features to prevent data theft and leaks.

Users can share documents with others by generating a secure link. You control what permissions are granted to people who open your files via the secure link. For instance, you can permit Person A to edit your file and Person B only to view the file but not edit it. No one with your shareable link can do more than permitted.

PaperSave has audit trails allowing the administrator to monitor who accessed specific documents within your organization. This way, the administrator can easily trace the source of internal data leaks and breaches. 

Like most document management platforms, PaperSave uses robust encryption protocols to prevent unauthorized data access. Your data is encrypted in transit and at rest to prevent malicious actors from snooping. 

Collaboration

Collaboration is a vital part of document management. PaperSave facilitates collaboration by allowing you to share documents seamlessly. You can share documents with colleagues or external users and control what they can do with the shared documents.

PaperSave fosters collaboration by providing a central repository for everyone within your organization to access important documents. There’s no need to struggle to find documents when PaperSave greatly streamlines the process.

Third-Party integration

One of the best things about choosing PaperSave is its extensive third-party integrations. The platform is integrated with popular enterprise resource planning (ERP) tools like Blackbaud, Microsoft Dynamics 365, and Sage Intacct. It’s also integrated with enterprise software tools like Microsoft Office.

These third-party integrations allow you to use PaperSave seamlessly with other software tools at your disposal. For example, you can import documents directly from your Microsoft Office account into PaperSave. You can extract and transfer data directly from PaperSave into ERP platforms like Sage Intacct and Blackbaud.

No document management tool can provide all the features you need, so third-party integration is needed to provide extra functionalities. PaperSave performs well in this criterion. 

Version control

PaperSave offers version control, which allows you to monitor all the changes made to a document and see who made the changes. If you're unsatisfied with a change, you can revert a document to its previous state. You can revert a document to its previous state for as long as it has existed. 

Invoicing

PaperSave makes invoicing easy for enterprises. It streamlines the invoice validation process and helps companies avoid mistakes. For instance, PaperSave's OCR tech can automatically extract data from digital invoices and compare the data against what’s in your ERP database. The system alerts you if there’s any discrepancy.

Another way PaperSave streamlines the invoicing process is by acting as a central repository for all invoice-related documents. Vendors can submit invoices digitally, and you'll access all the invoices from one place. You can work with as many vendors as you like without issues.

PaperSave can function as a self-serve data portal for your vendors, allowing them to submit invoices and edit already submitted invoices at any time. It’s a creative way of harnessing PaperSave’s document management tools to streamline enterprise operations.

Mobile App

PaperSave offers mobile apps for iOS and Android devices. With these mobile apps, you can access PaperSave’s features like you would on a desktop. You can upload and search for documents from the app. You can edit data on the go.

Mobile apps are convenient to use on the go, especially in situations where it’s not feasible to use a laptop, e.g., during a commute. The PaperSave mobile app lets an organization’s employees always stay on top of their documents.

Forms

You can use PaperSave to create and manage forms. You’ll create a form with different fields, host it on PaperSave, and then generate a shareable link. Anyone who visits the shareable link can fill out the form, and the data will be exported to your PaperSave account. 

PaperSave: Customer Support

PaperSave offers many support resources to customers. PairSoft, the company behind the platform, is famous for having excellent customer support. On the official website, you can find a lot of user guides, manuals, and whitepapers to help you understand PaperSave better. 

If the self-help support resources aren’t satisfactory, you can open a ticket directly from your dashboard and wait for a response from the support team. You can also contact the support team directly via email and telephone, with speedy response times.

PaperSave: The Competition

PaperSave has many competitors in the document management sector. Two competitors we’d like to highlight are Dropbox and Google Drive. You can store, organize, and sort through a massive volume of corporate documents with Dropbox or Google Drive. They have intuitive interfaces you’ll likely enjoy, are affordable, and don’t have the complex setup process you’ll face with PaperSave.

However, Dropbox and Google Drive don’t offer some advanced functionalities you’ll find on PaperSave.

PaperSave: Final verdict

PaperSave is an excellent document management platform with broad features, advanced security, and superb customer service. It’s a great choice for companies looking for a document management platform they can rely on.

However, PaperSave has its drawbacks. For one, it doesn’t have standard pricing and can get noticeably expensive depending on your chosen features. It also has an overly complex setup process compared to many document management tools. 

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