Easy to use
Updated May 13, 2025

Easy to use

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Square 9 Softworks

We use it to digitize our paper works so we can become a paperless company. We also use it to automate and capture data flows

Pros

  • Automating data flows
  • Capturing information from forms
  • Creation of forms

Cons

  • Database table structure
  • Data retrieval
  • Add more features on forms
  • Request approvals
  • Data capture
  • Process flows
  • Ease of use
  • User adjustment is quick
  • Less paper
Our organization measured time to value with Square 9 Softworks by tracking the efficiency improvements in document workflows, cost savings, and user adoption rates. We achieved noticeable results within the first three months, with streamlined processes and reduced operational delays becoming evident.
We haven't implemented AI yet but it's definitely interesting and hopefully we can use it in the future.
Square 9 Softworks specializes in advanced document capture, workflow automation, and indexing, while Microsoft 365 focuses on collaboration and general document management. We chose Square 9 for its robust tools tailored to digitizing and automating document-intensive workflows. Its intelligent data capture and compliance features better addressed our specific operational needs.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

It's very good when you have a ton of paper works, it eases the flow since you can program it to have a series of approvers and they can do it all through their computers instead of having them sign physical papers

Square 9 Softworks Feature Ratings

Using Square 9 Softworks

50 - Finance, HR, Production, QA
50 - they use Square9 for their digital paperwork which was implemented for our company to go paperless
  • Workflow
  • Item Requests
  • Management Approvals
  • Capturing data by scanning instead of manually entering it
  • Automating More Complex Workflows
  • Integrating with Other Systems
Square 9 Softworks has significantly improved our document management workflows, saving time and reducing errors. However, there is room for improvement in areas like deeper integration with other business systems, enhanced customization options, and a more intuitive user interface for non-technical users.

Evaluating Square 9 Softworks and Competitors

  • Scalability
  • Integration with Other Systems
  • Ease of Use
Ease of use was the most important factor in our decision to purchase Square 9 Softworks. Its intuitive interface allowed for quick adoption and immediate value with minimal training required.
If I had to do it again, I would place more emphasis on evaluating integration capabilities with existing systems early on. Additionally, I would involve end-users from various departments in the evaluation process to ensure the solution meets the needs of all stakeholders.

Square 9 Softworks Implementation

Key insights include involving all stakeholders early in defining workflows and integration needs, providing sufficient training for smoother adoption, and focusing on automating high-impact tasks first for quicker results and better buy-in.
  • Implemented in-house
  • I was not here yet so I am not sure

Square 9 Softworks Training

  • No Training
I tried to navigate by myself and I also asked my colleague for help

Configuring Square 9 Softworks

It is very easy to use and caters well to our company’s needs. The platform allowed us to transition to a paperless environment by digitizing our forms, significantly improving efficiency and reducing waste. The software provides extensive options for workflow automation, form design, and integration with third-party systems, making it adaptable for various business needs.
To optimize Square 9 Softworks, start by mapping workflows before configuring them. Use standardized naming conventions for documents and fields to improve organization. Leverage automation features to reduce manual tasks. Regularly review permissions for security. Train users effectively and document configurations for future reference to ensure consistency and scalability.
No - we have not done any customization to the interface
No - we have not done any custom code

Square 9 Softworks Support

they're very responsive and reach out to you ass soon as they receive the request
ProsCons
Good followup
Problems get solved
No escalation required
Support understands my problem
Quick Initial Response
Slow Resolution
Less knowledgeable
Not kept informed
Difficult to get immediate help
Support doesn't seem to care
Yes, we opted for premium support because it ensured timely assistance for any technical issues, minimizing downtime and disruption to our workflows.
whenever I send a ticket, even if it's just for an inquiry the support team responds in a timely manner.

Using Square 9 Softworks

it has significantly improved our document management and workflow automation, providing substantial value. However, there's room for improvement in areas like deeper integration with other business systems and enhanced customization options. These enhancements would further optimize the solution and make it an even stronger fit for our needs.
ProsCons
Relatively simple
Technical support not required
Consistent
Convenient
Familiar
Do not like to use
Difficult to use
Not well integrated
Slow to learn
Feel nervous using
  • Global Forms
  • Global Search
  • Making the Forms themselves
  • Creating Workflows

Square 9 Softworks Reliability

It's flexible and adaptable across departments and sites, but could improve in handling large-scale deployments and integrating with more third-party systems.
From my experience, it has never been down from my end so it's availability is great
The system responds pretty well, haven't experienced slowdown myself

Integrating Square 9 Softworks

we haven't tried integrating it with other systems
  • Microsoft SQL Server
we just try to pull data from the database end
  • Microsoft 365
We are not sure how or if it exists yet but it might be nice to have a feature to add forms on excel or websites.
  • File import/export
we use import to upload our physical forms
It's a very easy software to use once you get the hang of it

Relationship with Square 9 Softworks

I was not here during the sales process but I think it went well
aftersales support is awesome
I am not sure actually
keep being awesome and providing great service

Upgrading Square 9 Softworks

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Nick Fugaro
    (Vendor Representative) commented 2 years ago
    Thanks for your review! We are thrilled to hear your company becoming paperless using our solutions. Thanks for being a Square 9 customer!

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