Papertrail
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Editions

PaperTrail Editions and Pricing

One platform, three editions. Start with what you need today and switch on workflow, signatures, capture and records management as your business grows. Every edition starts with an onsite demo and a quote built around how you work.

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Small Business

Up to 250,000 documents

For teams going paperless: store, find, version and share documents from day one, right inside Microsoft Office.

  • Storage and Retrieval
  • Version Control
  • Adhoc Routing
  • Office Plugin

Add when you need it

  • Bulk Capture and OCR
Book an onsite demo

Includes a custom quote

Room to grow

Standard

Unlimited documents

For growing businesses that want shared inboxes, Active Directory sign-in and automated folder rules, with workflow and eSignatures ready when you are.

  • Storage and Retrieval
  • Version Control
  • Adhoc Routing
  • Office Plugin
  • Group Email
  • Active Directory Integration
  • Folder Rules

Add when you need it

  • eSignatures
  • Workflow
  • Bulk Capture and OCR
  • Electronic Signatures
  • eForms
Book an onsite demo

Includes a custom quote

Most complete

Enterprise

Unlimited documents

For organisations automating at scale: workflow and eSignatures built in, with records management, replication and API access on tap.

  • Storage and Retrieval
  • Version Control
  • Adhoc Routing
  • Office Plugin
  • Group Email
  • Active Directory Integration
  • Folder Rules
  • eSignatures
  • Workflow

Add when you need it

  • Bulk Capture and OCR
  • Electronic Signatures
  • eForms
  • Records Management
  • Replication / Clustering
  • API
Book an onsite demo

Includes a custom quote

Compare

Every feature, side by side

FeatureSmall BusinessStandardEnterprise
Document limit250,000UnlimitedUnlimited
Storage and RetrievalStore all of your electronic and scanned documentation in a secure, electronic repository that is accessible anywhere and at any time.✓ Included✓ Included✓ Included
Version ControlControl every single change made, go back and forth between them as you please.✓ Included✓ Included✓ Included
Adhoc RoutingPaperTrail gives authorized users the ability to forward or route documents easily to individuals or groups of users, making collaboration more efficient and effective.✓ Included✓ Included✓ Included
Office PluginAccess the PaperTrail repository directly from Microsoft Word, Excel and Outlook.✓ Included✓ Included✓ Included
Group EmailImport and distribute emails automatically from POP and IMAP compliant email servers such as Microsoft Exchange and Lotus.– Not available✓ Included✓ Included
Active Directory IntegrationEnjoy simplified user management with Active Directory integration, without the need to maintain multiple passwords. With PaperTrail, users are automatically and securely logged in behind-the-scenes.– Not available✓ Included✓ Included
Folder RulesAutomate action like emailing, updating metadata, generating PDF’s and more based on any document action– Not available✓ Included✓ Included
eSignaturesSign any document quickly with a web based signing service– Not available○ Optional✓ Included
WorkflowCreate simple or complex structured workflows using a graphical designer– Not available○ Optional✓ Included
Bulk Capture and OCRUsing PaperTrail’s broad range of capture solutions, organizations can automate and expedite processes for bulk and online capture, image enhancement, and full-page or zonal optical character recognition.○ Optional○ Optional○ Optional
Electronic SignaturesBiometric, or handwritten, signatures are growing increasingly more common for electronic form submissions and deliver the same legal protections as do traditional signatures.– Not available○ Optional○ Optional
eFormsCollect unlimited data while improving processing times, accelerating approval cycles and minimizing paperwork.– Not available○ Optional○ Optional
Records ManagementMaintain electronic records in accordance with ICA, ISO, and NARS standards.– Not available– Not available○ Optional
Replication / ClusteringDeploy PaperTrail in multiple configurations to meet any HA or DR requirement.– Not available– Not available○ Optional
APIDevelop content-centric applications or integrate Line of Business Applications via the Workflow Engine or native Java, .NET and HTTP RESTful APIs.– Not available– Not available○ Optional
Onsite demoIncludes a custom quoteIncludes a custom quoteIncludes a custom quote

✓ Included ○ Optional – Not available

Not sure which edition fits?

Tell us how you work. We’ll do the maths.

Let us know roughly how many documents you handle and which processes you want to automate. We’ll recommend an edition, show it working on your own documents during an onsite demo, and send you a quote with no surprises.

Get a custom quote
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