# PaperWise Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PaperWise the right Workflow Management solution for you? Explore 59 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/65346/ONE/reviews --- PaperWise 4.2 (59) [View alternatives](https://www.capterra.com/p/65346/ONE/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of PaperWise Ease of use 4.1 Customer Service 4.3 ## Showing most helpful reviews Showing 1-25 of 59 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer IT Support Technician Used the software for: 2+ years ### "Paperwise's technical support team are very personable and easy to work with!" June 12, 2018 4.0 Pros Whenever we have an issue with Paperwise that isn't fixed by common troubleshooting steps, the Paperwise technical support team are always readily available to help and work with us on any issues. Their support team is easy to work with and assist with technical issues in a timely manner. Cons Sometimes the software will throw errors and will require some troubleshooting. Most of these errors are easily resolved by repairing/reinstalling the software which only takes about 5 minutes or so. Review Source CHAD T. IT Operations Analyst Supervisor Insurance Used the software for: 2+ years ### "Generally we have had good experience with PaperWise. It has solved many of our workflow problems." June 13, 2018 4.0 Greatly enhanced workflow. Much more efficient document management. Flexible customization and configuration to meet our specific needs and goals. Pros Easy to use, logical and efficient workflows. The system has been configured and customized to solve a lot of our unique business needs. The engineering team at PaperWise has done a great job working with us to meet those needs. Cons The system can be a little slow to respond to commands. I understand that this is likely a function of the volume of documents that we are storing, as well as our network infrastructure. Review Source JN Jayé N. Senior Commercial Account Manager Insurance Used the software for: 2+ years ### "I am not in love with this application with TAM" June 12, 2018 3.0 Pros Can't think of anything at the moment. It hasn't been the most helpful software while using TAM, I don't feel that we have been properly trained on this software and not using all the features and available benefits. Cons Too many steps. Unable to have to many applications open when using this software without freezing. However I feel I should add that I don't feel that we have been properly trained on this software and not using all the features and available benefits. Review Source DW David W. CIO / VP of IT Transportation/Trucking/Railroad Used the software for: 2+ years ### "Images are the backbone of our business" August 5, 2019 5.0 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 CS Cynthia S. Pricing & Profitability Mgr Consumer Goods Used the software for: 2+ years ### "PAPERWISE " August 13, 2019 5.0 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 MA Marc A. Financial Manager / IA / MIS Hospitality Used the software for: 2+ years ### "Good document mngt software and support and more" June 6, 2018 5.0 Digital filing. Linked to our PMS which gives the users so much convenience instead of getting going to the filing room and looking for a file. Now it is just a click of a button from within the PMS (linked) to pull up records from the account you are viewing. Timesaver Pros Linked seamless with our PMS. Fast response when support is needed. Always innovating to integrate new ideas and moving trends Cons There is not much I can say what I like the least about this software. It disconnects maybe once a quarter, but in less than 10 minutes it's back up again but part is server issue and that's it. Doesn't happen often. Review Source JL Jason L. IT Technician Machinery Used the software for: 2+ years ### "Paperwise has proven to be one of the most stable software packages we have deployed yet." June 12, 2018 5.0 We have a seamless document management workflow and automatic fax ingestion that would otherwise require a larger staff base and much more complicated components. Pros The Paperwise backend works with little to no maintenance, to the point that we almost forget it's there! The client applications can be adapted to any workflow changes that we need, and are very easily customized and integrated with other systems at play. Their support has been the best we've been in contact with for any software vendor, both in response time and quality. Cons The client softwares sometimes need some tweaking to get working just right, but this is easily mitigated by the responsiveness of Paperwise support staff, who always gets us back on the road within hours, if not minutes. Review Source MA Marc A. Financial Manager / IA / MIS Hospitality Used the software for: 2+ years ### "Great Document Software" February 10, 2017 5.0 Program is great, support is always at your fingertips with great response. Upon acquiring the software, there was a great team that helped implement it and give our staff the training needed. All was prepared remotely before and after the go live date, they had personnel on site to support and assist the staff. It links with our PMS software making it easy to stay in one place to retrieve all the electronic documents in the system. Pros Ease of use, good options for categorizing the filing, and support. Review Source RA Rob A. CIO Transportation/Trucking/Railroad Used the software for: 2+ years ### "Paperwise has been a great addition that helped us optimize workflow for billing" June 12, 2018 4.0 allowed us to control our billing process that is dependent on plenty of paper work. We have extended to other business scenarios as well. Pros Existing connections into our TMS and the ability to adjust queues to fit our needs. The ability to write custom integrations and out of the box web site accessibility. Performance is quite good, support staff are excellent. Cons Better integration into web apps. Initially they needed to write scripts for us in IE and no other browser. That was a while ago so perhaps this has been addressed. While their integrations are above average, more plug and play API's would be nice. Review Source Liz C. Waitress/bartender Restaurants Used the software for: Less than 6 months ### "Doesn't make sense" May 8, 2021 2.0 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 VV Vince V. Dirtector of IT Used the software for: 2+ years ### "It a rock solid product and very easy to use. " June 13, 2018 4.0 Pros The product is very stable and robust. Very little support call and flexible to use. It's also integrates into our other system with make the usability even better. Cons Can get a little pricey, Even though the protect is very flexible all custom add ons are separate projects and the billable hours can add up quickly Review Source TK Tammy K. Commercial Lines Manager Insurance Used the software for: 2+ years ### "paperwise review" September 13, 2018 3.0 much much better than when we first started. Speed needs to improved Pros It stores our documents and emails. There is nothing else I want to say Cons Have problems attaching larger files in reasonable amount of time and retrieval can also be slow. Send to option always has issues and never works correctly. Review Source FM Fabian M. Financial Officer Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Needs a little improvement" August 5, 2019 4.0 Saves a lot of times indexing documents Makes searching for documents very easy Pros Automated bulk emailing Document search Consolidated files Cons OCR sometimes does not pick up numbers/documents Emails sometimes do not go thru (between uploads/intelligent capture/query) Connection with Quick books services problems Query problems reading Quick Books invoices/customer names Reason for choosing PaperWise Experience with transportation Review Source DL Domenica L. Sr. Account Manager Insurance Used the software for: 1-2 years ### "It's not always perfect, but when it works, it's great" June 26, 2018 3.0 helps our office continue to be paperless Pros The ease of finding what you are looking for helps on a daily basis to review and find documents, correspondence etc. Cons like all software, there will be glitches and when that happens it can be frustrating, when a glitch happens saved documents don't show up Review Source KC Karolyn C. Account Manager Insurance Used the software for: 1-2 years ### "Overall good. Doesn't work well with Applied Products (TAM)" June 12, 2018 4.0 Pros I like the ease of use for the most part. All documents are easily seen at a glance. Preview pane is always good. Cons Often Paperwise doesn't respond well to Applied (TAM). However, this has gotten better in the last 6 months Review Source RR Roberto R. Programming Logistics and Supply Chain Used the software for: 6-12 months ### "Good software " August 16, 2019 5.0 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 TF Tammy F. CDS Medical Practice Used the software for: 2+ years ### "Everytime we have an issue they are right on top of it, never have to wait to get help." February 16, 2018 5.0 Being able to use this software we are able to not have to store the paper documents. We can scan right in and get the paper out of the office. Pros very easy to use and understanding. Very user friendly. Viewing the items and putting the items directly into the system is awesome. Cons . Review Source BR Brittany R. Director of Finance Used the software for: Less than 6 months ### "Great customer service, very responsive" June 19, 2018 5.0 Cuts down on our paper filing for account payable and human resources Pros The guys are great. Wonderful customer service for set up and install. Seems easy to use and a good way to cut down on all of our paperwork Cons We have not used it long enough to figure out what we do not like about it other than it is not supported on our Macs. Review Source MD Michael D. Helpdesk Technician Used the software for: Less than 6 months ### "A very valuable application for all businesses" June 14, 2018 4.0 Pros The application is very easy to use. I think it is perfect for all businesses to use this software as it makes the work much more effective and time saving Cons Not much to dislike about the software. Apart from it locking up and few times, it is fairly simple for a user to gain their grasp on it. Review Source Gabriel D. Finance Consumer Goods Used the software for: 2+ years ### "Next Gen Document Management " December 26, 2018 5.0 The main selling point for us was organization. It allows user to file away documents without leaving the desk. Everyone seems to be emailing documents these days, so it's easy to save the attachment and upload it to Paperwise. It's a no-brainer. Pros Storing all of our paper files into a digital locker has completely changed our work environment. Productivity is through the roof and everything is organized and easy to find. All-in-all this is a must have for any office. Being able to organize documents based on department (accounting, order entry, contracts, etc) allows us to stay organized without giving it a thought. If you're still keeping boxes of paper files around, you really need to consider this. Cons Like with any software there are occasionally some technical difficulties. Files may not "print" into the cabinet properly, or the program may crash randomly. Review Source RS Ryan S. Senior Systems Analyst Chemicals Used the software for: 2+ years ### "Great utility to reduce clutter & papers in an easy to find repository!" July 29, 2019 5.0 Since the initial installation/proof of concept at our site, we have increased the business areas who have benefitted from virtual file cabinets. As we are struggling to find physical office space for new hires, is it great to be a part of reclaiming 'real estate' by providing a virtual location in which the old records can be moved to provide more space for employees- without sacrificing the information or details in the records. Pros I like the ease of input and retrieval. The software allows multiple formats for inputting files and records. I love the ability to redact/modify and place noted on top of documents with 'pane of glass' technology. The ability to recall the different versions is a great feature. Cons The fact that the full text search is a different application. I miss the full text search function from within Query. It would be nice if SendTo and ImageWise could be merged into a single title. Select the source, choose to send it to PaperWise and then determine if it is a tiff/pdf or the native file format. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) Reason for choosing PaperWise Ease of use; Ease of customization and overall value. Review Source VR Verified Reviewer Owner Used the software for: 2+ years ### "Easy to use ! Great and FAST customer service!" June 18, 2018 5.0 I have customers tickets that I can see what they have purchased in the past and help them if they want to repurchase from that same line. I can help them find out if they have purchased an extended warranty and help them with warranty's by looking up there tickets. I can send copy's of tickets to customers with this software as well as print copy's. Pros I can find a customers ticket so fast and I don't even need to have the full first or last name. I can scan and easily look up old tickets to help customers find previous purchases. Cons When it restarts it self and I have to get the proxy and all that info to get back on ,but it is rare that it happens. Review Source VR Verified Reviewer Vice President, Information Services Apparel & Fashion Used the software for: 2+ years ### "The product is not feature rich" June 13, 2018 3.0 Captured the information we needed to capture. That is the most important use of the app. Pros Ingests and stores documents which is why we obtained the product. We need this information to prove that we did what we said we did. Cons The product is not easy to maneuver to get access to specific documentation. Perhaps we are not aware of application capabilities but currently we find this to be problematic. Review Source VR Verified Reviewer Helpdesk Escalation Technician Used the software for: 1-2 years ### "It makes insurance work for you." June 14, 2018 5.0 With Paperwise you gain access to a team of staff that have the knowledge and experience to resolve any issues that you encounter. You not only get a program but you get piece of mind which in today's fast paced business really helps put you ahead of the competitor. Pros Support was easy to reach in case of any issues which did arise. Easy to manage user access and accounts from the admin side. Cons The user interface could use a refresh. The layout seems a bit cluttered with where to find everything. Review Source VR Verified Reviewer CIO and VP of IT Transportation/Trucking/Railroad Used the software for: 2+ years ### "We have used Paperwise for many years. All of our invoice images are captured out there." June 12, 2018 5.0 We feel it is an excellent product for the cost. Pros We are able to give customers access to images of their own invoices. The interfaces allow us to easily customize. Cons There have been numerous enhancements to the software and unfortunately we have not had the resources to explore and utilize. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.