---
title: "PaperWise Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about PaperWise Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more."
source_url: "https://www.capterra.com/p/65346/ONE/"
page_type: "product"
language: "en"
---

# 

 PaperWise Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 20, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

PaperWise

## What is PaperWise?

Paperwise offers a document management platform that streamlines mission-critical business processes across various departments and industries. Since our inception nearly 25 years ago, we have been bringing greater business harmony and efficiency to industries and teams. We specialize in but are not limited to transportation, human resources, accounts payable and receivable, finance and insurance, manufacturing, kitchen and bath design and more. Our flagship product, Symphony, offers an all-encompassing process automation solution designed to optimize operations and enhance productivity. In addition to Symphony, our suite of offerings includes intelligent capture, document management, and seamless integrations with industry-standard ERP and business management solutions. With a robust track record and a loyal client base, Paperwise is committed to driving innovation and delivering exceptional value.

## What is PaperWise used for?

[Content Management](https://www.capterra.com/content-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)

Top alternative

Featured

Overall rating

Based on 59 user reviews

Reviews sentiment

Positive

78%

Neutral

19%

Negative

3%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### PaperWise

4.2 (59)

VS.

[4.4 (1,020)](https://www.capterra.com/p/123400/revver/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (59)

Ease Of Use

4.3 (28,467)

Value For Money

4.2 (55)

Value For Money

4.2 (20,594)

Customer Service

4.3 (54)

Customer Service

4.4 (18,588)

## PaperWise alternatives

[4.6 (2,242)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.4 (1,499)](https://www.capterra.com/p/268205/Adobe-Workfront/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (2,919)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.4 (3,037)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/65346/ONE/alternatives/)

## FAQs about PaperWise

Overview

### Which roles and teams benefit most from PaperWise?

PaperWise is most used by IT teams, finance staff, account managers, and administrative operations teams that need structured document handling and workflow automation. IT leaders use it to centralize records and improve system efficiency, while finance, customer service, and office teams rely on it for approvals, document retrieval, compliance, and process consistency.

Answer based on 57 reviews

Overview

### What company size and specific industries is PaperWise built for?

PaperWise is designed for mid-size to large businesses that need solutions tailored to their specific requirements. The vendor description does not name particular industries, so the product appears to serve organizations across sectors that want custom-built functionality matching their ideas and needs.

Features and Usability

### What are the key features of PaperWise?

PaperWise includes core document management features such as electronic file cabinets, document indexing, full text search, version control, and access controls. Differentiating features include customizable workflows, barcode-based classification, API integrations with business systems, and web access for sharing documents, invoices, and client records across departments.

Answer based on 22 reviews

Limitations

### Does PaperWise have bugs or technical issues?

PaperWise has recurring technical issues for some teams, even though many problems have workable fixes. Users mention freezes, random errors, slow file attachment or retrieval, and occasional crashes or restarts. IT-supported environments often resolve issues quickly, but less trained users may find troubleshooting and the interface harder to manage.

Answer based on 17 reviews

Integrations

### How well does PaperWise integrate with client systems?

PaperWise integrates well with many business systems and supports client-facing document access when setup matches the workflow. Insurance agencies, finance teams, and custom software environments value APIs and adaptable connections. Some users still report dated setup steps, browser limitations, broken links after customer changes, or gaps with QuickBooks and web apps.

Answer based on 13 reviews

Getting Started and Support

### What training and onboarding options does PaperWise offer?

PaperWise provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person and live online formats support guided setup, webinars offer scheduled instruction, and documentation gives written reference material for self-paced review and feature lookup.

Answer based on 3 reviews

Getting Started and Support

### What customer support options does PaperWise offer, and how do users rate the experience?

PaperWise offers 24/7 live rep support and chat. Users often describe support as easy to reach, responsive within hours or minutes, and knowledgeable during troubleshooting, implementation, and training. Some users report inconsistent experiences, including cases where support felt limited or required workarounds, especially during server migration or more complex issues.

Answer based on 22 reviews

Features and Usability

### How well does PaperWise handle document management?

PaperWise handles document storage and retrieval well for teams moving from paper files to digital records. Many offices value virtual file cabinets, search, drag-and-drop filing, and version recall, especially in HR, accounting, and logistics. Some users mention slow performance, occasional crashes, and limited PDF editing or OCR accuracy.

Answer based on 22 reviews

Features and Usability

### How customizable is PaperWise?

PaperWise offers strong customization for document workflows, department setups, and customer-facing access. Many business and IT teams adapt the system to unique processes, build integrations, and configure interfaces around internal needs. Some organizations note that custom work can raise costs, require support help, or face platform and licensing limits.

Answer based on 16 reviews

## Features

AI summary

Based on 13,683 Workflow Management reviews

Capterra reviewers for workflow management software most often point to these features as essential when comparing options:

-   **Task Management** (**50%** of reviewers rated this feature as critical)
-   **Progress Tracking** (**46%**)
-   **Business Process Automation** (**43%**)

PaperWise includes **Task Management** and **Business Process Automation**, giving teams a way to organize work and automate repeatable processes across daily operations. However, it does not include **Progress Tracking**. Instead, it offers other highly rated capabilities such as **Mobile Access** (**49%**), **Access Controls/Permissions** (**47%**), and **Collaboration Tools** (**45%**), which can help teams stay connected, manage user access, and work together more effectively, helping businesses keep workflows organized and moving forward.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Audio File Management

Supports audio files

Business Process Automation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Calendar Management

Track and manage schedules and meetings via an integrated calendar

PaperWise 29 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Audio File Management: Supports audio files
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Content Publishing Options: Facilitates online authoring and publishing of the content
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Visualization: Graphical representation of data
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Electronic Forms: Digital forms that are shared and accessed online
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- Image Editing: Edit, touch up, and convert images for publishing
- Mobile Access: Access software remotely via mobile devices
- SEO Management: Optimize and manage the search engine optimization efforts for a website or digital content
- Task Management: Create, manage and track all task activities and progression
- Templates: Sample files or documents that could be customized as needed or used as is
- Text Editing: Edit text as needed
- Version Control: Track revisions and updates made to files and navigate between different versions
- Video Support: Supports various video file formats
- Website Management: Built-in website builder or integration with third-party site
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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We can help you find the software with the features you need.

Features

4.2 (59)

4.2

Based on 59 reviews

## Pricing

Value for money

4.2 (55)

### Starting price

Free trial not available

Value for money

4.2 (55)

4.2

Based on 55 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.3 (54)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (54)

4.3

Based on 54 reviews

## User reviews

Overall rating

4.2

Based on 59 reviews

Filter by rating

5(27)

4(19)

3(11)

2(1)

1(1)

Mentioned topic

Sorted by most recent

Liz C.

Waitress/bartender

Restaurants

### "Doesn't make sense"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

May 8, 2021

I have used it a couple times but it seems like my money/my husband's money are in different "pockets\*

Pros

That I can share a wallet with my husband

Cons

It doesn't make a lot of sense to me. The set up of the whole app is confusing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GR

GUIDO R.

Records Management

Education Management

### "Back in the middle ages it was worth it."

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

1.0

1.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

October 9, 2020

Pros

There are no features that are worth applauding.

Cons

Does not intergrate with other applications.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RB

Rita B.

Owner

Accounting

### "Paperwise Software and Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 15, 2019

I have always had a great experience with Paperwise, their support team is awesome (which I have only had to use on a few occasions). The staff has worked with me to tailor my software options to fit my business.

Pros

The software is easy to learn and user friendly. It's versatile and the program has been such a help with document storage and organization.

Cons

The original software I had was quite expensive for my small business.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MC

monique C.

accounting

Transportation/Trucking/Railroad

### "USER FRIENDLY"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 21, 2019

WONDERFUL AND EFFICIENT

Pros

This software is extremely user friendly.

Cons

I like every feature of this software, extremely efficient for daily use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RR

Roberto R.

Programming

Logistics and Supply Chain

### "Good software "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

August 16, 2019

Pros

Easy of use, it has been very helpful with our daily work

Cons

It gets stuck sometimes and we need to reboot it

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AB

Adam B.

National Sales Representative

Transportation/Trucking/Railroad

### "My Review of Paperwise"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

August 13, 2019

I really enjoy using this.

Pros

I really like it's functionality and how they cater to our specific needs.

Cons

Saving and uploading documents can be slow or sometimes freeze.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CS

Cynthia S.

Pricing & Profitability Mgr

Consumer Goods

### "PAPERWISE "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 13, 2019

Saves on storage space, someone not filing correctly, or losing a document. Once the documents are hear we have it set that you cannot delete... if it is deleted it is still in a queue that can be recovered. Once you have it and you look back and think, how did I ever work without it.

Pros

I like that everything is at my fingertips. I can create as many 'electronic' file cabinets as I need to keep organized and able to view, print, fax, email directly from paperwise.

Cons

I don't have any cons, but if there is one, I would say when our company allows the system does updates (Microsoft) I must always get my system updated by IT because it does not open. -

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MC

Marko C.

Accounting

Logistics and Supply Chain

### "productivity "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

August 12, 2019

Now that it's up and running the time and ease of use is worth it.

Pros

The streamlined process of invoicing / emailing which cut down time in our turn around time.

Cons

the setup process. It was time consuming and a lot of errors.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ML

Matthew L.

System Administrator

Logistics and Supply Chain

### "Longtime User and Admin"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 12, 2019

Pros

Ease of use and customization. We built an internal and external web facing interface to deliver documents to customers.

Cons

Management Console takes a little bit to get used to .

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DW

David W.

CIO / VP of IT

Transportation/Trucking/Railroad

### "Images are the backbone of our business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 5, 2019

All of our BOL (bill of laden) images (about 7000 per day) are scanned into Paperwise from over 70 locations and then pushed to our off shore data entry personnel. Our proof of delivery receipts (DRs) (about 7000 per day) are scanned into Paperwise. Our paper invoices run through a Paperwise process that merges backup documentation (BOLs and DRs with the print stream allowing our invoices to contain the Paperwise images. We are in the process of implementing the Paperwise App that will allow our drivers to take pictures of the BOLs and DRs instead of the terminals scanning them. This will greatly increase the efficiency of our document handling.

Pros

Ease of use. Great support. Does the job we ask of it.

Cons

There no cons that I can think of at this point in time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/65346/ONE/reviews/)

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