Esker vs. PinPoint Document Management Software (DMS)

Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.

Incentivized

Pinpoint is great if you have a lot of documents that need to be organized in a specific way. It works really well for our organization which has to go through an annual audit. Anything the auditors might need can be easily found and emailed to them with only a few clicks of the mouse rather than digging through file cabinets and storage boxes

Incentivized

• Esker makes automated invoice sending very easy
• Esker tracks the sending of documents & records whether or not the message was successful
• Esker offers various reports that can be very helpful
• Esker stores all of our customers' contact info on the cloud, and it can be accessed from anywhere

Incentivized

• Workflows
• Document searching
• customization

Incentivized

• We can't enter credit memos in Esker. Need to enter in SAP and then link.
• PO invoices that were trained to go into the PO bucket, route into the non-PO buckets.
• Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7.

• I would like to see more functionality with the contact manager system
• We still haven't been able to master the automatic filing feature
• It is difficult to make changes to the setup after you have been using it a while, kind of stuck with the way you organize things.

Incentivized

Esker does everything that it promises to do, but it is very hard to figure out. I am a very tech-savvy person, but I needed extensive training to be able to use the basic functions of Esker. Once you know what you're doing, it's not too hard, but I don't understand why they couldn't make it easier to use.

Incentivized

It does take some time to learn about all of the features and systems within Pinpoint. It is also slightly difficult to set up, however, we have invested a lot of time into making it work for our organization and we don't regret that investment at all. The Pinpoint staff has always been very helpful and accommodating to anything we need.

Incentivized

They have been very helpful and the online support site is awesome. They keep the site up to date with the latest changes and present challenges to keep learning the new updates to keep things entertaining. They are overall a great crew to work with

Incentivized

The support team with Pinpoint is wonderful. I have always had all of my questions answered in a very timely manner by someone who knows my system and understands our goals. I always feel listened to and our problems are taken care of. I enjoy the option to email for assistance or jump on a quick conference call to talk about an issue

Incentivized

I have listed a few that we considered but there were many more in the initial assessment, Esker was priced well and had the best user interface. Was really easy to use and the implementation process was well designed. It was a system that could handle a two tiered delegations of authority for project expenditure and operational expenditure.

Incentivized

• We now have reporting available down to the individual field level (changes, errors, etc) and can calculate cost to serve.
• It replaced on-premise hardware with cloud SaaS that is more cost effective and risk adverse.
• It is more intuitive; we can put new hires on order entry and experience less user errors. As a solution owner who fixes problems and answers questions, I don't find myself having to "think" about Esker and it has become a smaller part of my job now that end-users are more self-sufficient.

Incentivized

• Saves time
• Saves money
• Increased audit performance

Incentivized