Sage 100

Document Management options. Does anyone have recommendations for document management add-on to Sage100 besides Altec or ACOM. I have nothing against either company and we are going to look at ACOM we talked to Altec and the client gave a list of needs (below). Altec gave budgetary pricing which was immediately rejected. Their needs seem fairly advanced and the proposal seemed reasonable to me (client expectation might be unrealistic). I told the client that I would see what other products might have similar functionality. Needs: Complete Document Storage ability All SAGE standard reports and custom reports Storage of document files that already exists PDFs, scans, etc. Ideally being able to store all documentation for parts against a PO would be preferred. The PO is the starting point for us. Multiple documents would need to be stored and the ability to add or remove documents would be needed. Automatic naming convention Automatic storage location assignment Easy recall of all associated documents from any other associated document. ability to search for documents based on various fields within the document or automatic naming based on fields in the document

This does not tick off all their champagne wishes but on their beer budget it may be worth a look. http://www.dsdinc.com/group/instadocs/

Thanks Wayne, we use DSD all the time so I'm not sure why I didn't think to check their website. That might be what they're looking for.

Agree with @WayneSchulz . Combine Paperless Office and InstaDocs and you're probably going to get what you want. It won't do the workflow automation that they are going to need to get the PO pieces they need, but still..... Beer budget is a good way to describe it..... We have a client in the final stages of getting Doc-Link and as it turns out, it was less costly than a couple of other options and had a lot more features. Not to mention, Altech was very good at making the presentations, etc. We didn't review ACOM for this project, but on other projects, they've been very responsive.

Full-featured document management systems are not inexpensive, and that's what I tell customers up front. I identify document management, EDI and e-Commerce as functions that can be many times more than the basic Sage 100c software. Those need to be addressed separately during the sales process or prospects just look at the huge price and reject the overall solution. They need to realize that with any ERP solution, those integrated add-ons are the same investment. I really like the software, the people and approach at Altec, but even with the value proposition our market of Sage customers don't really get it. Consequently Altec loses out most of the time due to the high investment. I think they need to somehow package their offerings differently. They tried with Paperless Plus, but it still approached $20K+ with implementation. Also, their consulting time, including discovery, seems high and they have not done enough to get the resellers involved with most of it in my opinion. If we are faced with a high investment for the software that may not sell, why bother learning the system. I have many customers who are prospects for their solution, but no installations to date. I have one inherited installation of ACOM. I would say it is OK and does the basic job for AP, but that's about it. It does not have the same sophistication of doc-link. I also have not liked working with anyone at ACOM - sales, tech support or even A/R (where I owe money and can't even reach them).

@JohnHoyt I have a similar experience with ACOM.

Acom is on the same block as my office. I went and toured it one day at their invitation. Confirm @JohnHoyt experience.

http://www.docstar.com/wp-content/uploads/2012/08/Sage-ERP-Integration.pdf https://www.docstar.com/ This is a solution Epicor recently acquired and tightly integrated with Epicor ERP. However they fully support a variety of other systems. Having seen the likes of Altec, I think its very slick and very easy to implement. Software pricing is about $2,200 to $2700 per concurrent users. They do have saas pricing. Here is a general, non ERP specific, demo: https://vimeo.com/209575082