Likelihood to Recommend Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications. It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
Read full review Prontoforms is suited for complicated business needs that are able to integrate seamlessly into one of the out-of-the-box solutions available. For simple recording to a spreadsheet, pdf, word document, database, etc. without any additional integrations, better (and in some cases free) solutions may work. For custom integrations, cost and effort may get expensive.
Read full review Pros Fast Manual indexing with what we consider the best in point-n-click OCR indexing. Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location. Fast workflow designers for rapid implementation Broad range of capture and information processing tools, easy to configure Loaded with essential security options Low price, and about 10X more powerful than MS SharePoint right out of the box. Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry. Read full review Conditional logic Linking to data sources Integration to Salesforce and ServiceMax Read full review Cons Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy) User adoption with any new process can be challenging, but overall user friendly menus As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data. Read full review Limitations to form formatting Need more data source integrations All of the different components need to synchronize automatically and more often. Read full review Likelihood to Renew We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
Read full review Usability Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
Read full review As Prontoforms markets itself as a low code, user-friendly drag and drop solution, it definitely excels in the area of user experience. While those who are more on the technical side will appreciate the standard options available as part of its custom integration tools. The learning curve has never been an issue.
Read full review Reliability and Availability Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
Read full review Performance With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
Read full review Support Rating The support we received from Square 9 Softworks was exceptional. From deployment to implementation, we always felt supported. The team we worked with had patience and exceptional response time. They were amazing to work with, I always felt supported. No matter how simple or complex my question was they always delivered.
Read full review The customer support for pronto forms was great for me in the only instance that I have had to use it. I called the phone number for ProntoForms customer support, they were quick with the correct answer for me and very reassuring.
Read full review In-Person Training It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
Read full review Implementation Rating I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
Read full review Alternatives Considered A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.
Read full review We looked for versatility of product and cost effectiveness when trying to choose vendors. Even though the product can be set up by the user or administrator, the more complex parts of the form required help to be done right. Vendors needed to be able to offer their services to get this done in a timely fashion. ProntoForms hit all the marks. We looked at other vendors and they just couldn't replicate or form closely enough.
Read full review Scalability The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Read full review Return on Investment OCR capabilities allow users to quickly and accurately index files without data errors from manually keying in data Administrators can update users access through active directory without ever opening Square 9 and without generating accounts in yet another system Users can find files needed without ever leaving their desk Read full review Return on Investment is immediate and possible from the first submission. Saved us hours when it came to implementing forms on websites Read full review ScreenShots Square 9 Softworks Screenshots