Documents & Contracts
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral — no vendor pays for placement or ranking.
Centralised document storage, search and lifecycle management.
Compare only the options that work with your ERP:
Every product below is mapped against the same 51-capability document management taxonomy. Expand a module to compare capability by capability.
| Capability | Laserfiche31/51 | DocuWare29/51 | Egnyte28/51 | M-Files28/51 | Revver (eFileCabinet)28/51 | Box27/51 |
|---|---|---|---|---|---|---|
| 5/7 | 7/7 | 2/7 | 2/7 | 6/7 | 2/7 | |
| 5/7 | 5/7 | 4/7 | 6/7 | 5/7 | 4/7 | |
| 6/6 | 5/6 | 1/6 | 2/6 | 4/6 | 1/6 | |
| 5/6 | 3/6 | 4/6 | 3/6 | 3/6 | 5/6 | |
| 4/6 | 1/6 | 4/6 | 2/6 | 2/6 | 5/6 | |
| 1/6 | 3/6 | 5/6 | 5/6 | 4/6 | 5/6 | |
| 1/4 | 0/4 | 3/4 | 4/4 | 1/4 | 3/4 | |
| 4/6 | 5/6 | 5/6 | 2/6 | 3/6 | 2/6 | |
| 0/3 | 0/3 | 0/3 | 2/3 | 0/3 | 0/3 |
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Which document management products have a standard connector to your ERP — and how deep it goes. Badges link to the marketplace listing or vendor documentation we verified.
| Product | SAP | Oracle Fusion Cloud | NetSuite | Microsoft Dynamics 365 | Workday | Acumatica | Sage X3 | Infor | Epicor | QuickBooks |
|---|---|---|---|---|---|---|---|---|---|---|
| DocuWare | Prebuilt | API | Prebuilt | Prebuilt | Prebuilt | Prebuilt | ||||
| Epicor ECM (DocStar) | API | API | API | API | API | Prebuilt | ||||
| Square 9 | Prebuilt | Prebuilt | Prebuilt | Prebuilt | Prebuilt | Prebuilt | ||||
| FileHold | API | API | Prebuilt | Prebuilt | Prebuilt | |||||
| OnBase | Certified | Prebuilt | Prebuilt | Prebuilt | Prebuilt | |||||
| Laserfiche | Prebuilt | Prebuilt | Prebuilt | API | ||||||
| Revver (eFileCabinet) | Prebuilt | Prebuilt | Prebuilt | Prebuilt | ||||||
| Egnyte | Partner | iPaaS | Prebuilt | |||||||
| M-Files | Prebuilt | API | API | |||||||
| OpenText Content Suite Platform | Prebuilt | Prebuilt | Prebuilt | |||||||
| Box | iPaaS | Certified | ||||||||
| Alfresco | Prebuilt | |||||||||
| SharePoint | Prebuilt | |||||||||
| Templafy | Prebuilt |
Certified = listed on the ERP vendor's official marketplace. Prebuilt = productised vendor-built connector. iPaaS = official integration-platform template. API = integration is possible via documented APIs but no productised connector was evidenced. A dash means we found no evidence — not that no integration exists.
SAPSalesforceMicrosoft 365Google Workspace
NetSuiteSAP
WorkdaySalesforce+4SAP
Dynamics 365
Sage
Oracle+3NetSuiteDynamics 365SAPSalesforce+2Dynamics 365SageOracle+3SAPOracleDynamics 365Sage+4SAPDynamics 365NetSuiteWorkday+2SAPNetSuiteDynamics 365Microsoft 365+2SAPOracleWorkdayDynamics 365+2SAPDynamics 365WorkdaySalesforce+3NetSuiteDynamics 365SAPWorkday+4Dynamics 365Microsoft DataversePower PlatformMicrosoft Teams+1SageDynamics 365SAPNetSuite+2Dynamics 365Microsoft 365SalesforceGoogle Workspace+3How companies actually use document management alongside their ERP — summarised from each vendor's published case studies.
Financial Services · Singapore · Enterprise
Automated processes reduced call center volume 70%, cut late fee processing from 3-5 days to 2-3 minutes, enables payment recall decisions in 2-3 minutes
Financial Services · United States · Enterprise
2,300 users managing 300 million documents, accelerated claims processing, enhanced customer service, automated workflows
Financial Services · United States · Enterprise
Migrating 1 billion documents to Hyland Cloud, improved performance and user experience
Technology · Germany · Enterprise
Runs with SAP9 weeksConsolidated OCR solutions, increased process automation 30-80%, extracts 50+ data fields with 90% requiring no manual intervention, operates in 20+ languages
Financial Services · United States · Enterprise
Achieved $21 million in savings over 5 years, eliminated paper from processes, deployed globally across Asia Pacific, Europe, North America and Latin America
Transportation · United States · Mid-Market
Runs with InforEliminated paper copies, enabled 20% billing growth without additional AP staff, achieved real estate savings
Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. Browse all case studies →
A vendor-neutral shortlisting guide to document management: how the 15 systems we track compare on capability, what to check before you sign, and the questions that separate a good fit from an expensive one.
Document Management Buyer's Guide
15 systems compared · 2026
ERP Research
Based on published per-user pricing from 7 document management vendors in our catalogue. Enter your seat count for an annual range.
Pick two to four products. Two selections unlock the full capability-by-capability comparison page.
A Document Management add-on is third-party software that extends your ERP with dedicated document management capabilities. Centralised document storage, search and lifecycle management. Rather than building this functionality with custom development, you integrate a purpose-built product that connects to your ERP's data.
Native ERP modules often cover the basics but lack the depth specialist teams need. A dedicated document management add-on typically offers richer features, faster time-to-value, and ongoing vendor investment focused on that single problem — while still reading from and writing back to your ERP as the system of record.
Most established document management vendors offer certified integrations for the major ERP platforms (buyers commonly search for things like "document management SAP"). Always confirm support for your specific ERP product and version before shortlisting.
Start from your requirements, then check each vendor against integration depth, ERP-version support, data-sync model, reference customers on your ERP, pricing and implementation effort. Use the checklist on this page as a starting point.