Side-by-side comparison of features, reviews, pricing and more
Category: Documentation Tool
Industries: Marketing, Business
Category: Documentation Tool
Industries: Marketing, Business, Education
10 Invites / month
25 Invites / month
75 Invites / month
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We are constantly updating our product data sheets and needed the ability to customize and create our own workflows. We also needed Software that offered a Validation book, so that with each update the validation book would be available for us to use. Qualtrax offered both of these features. Only one of the other products we looked at came close to what Qualtrax offered, but at 4x the cost, with a limited ability to customize and no validation book. Qualtrax simply stood out among them as the best fit for us. I'd also like to say that I didn't feel we were getting the standard "sales pitch," there was a straight forward honesty that I truly appreciated from the sales staff that has continued to prove true with everyone I've dealt with. It was a decision I have not regretted.Michelle P.
Qualtrax is a complete quality and compliance software system used to manage and control documentation, automate business processes, manage customizable workflows, streamline training management, manage internal and external audits and ensure implementation of critical industry regulations in real-time. Ideal for heavily-regulated industries, where compliance with standards including ISO 17025, 17020, 13485, and 9001, TNI, GFSI, FDA, and FQS are required.
For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my workBernard G.
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
The variety of customizations and features that are available throughout the software that allows the system to grow with our lab and program. I began implementation of the software as a beginner and have since expanded use and training to 3 different divisions in our program. Each division has unique needs that Qualtrax easily expands to include.
- Kimberly A.
There is so much...you can have all of your quality documents and necessities for quality management all in one place. Users can access necessary information easily. Workflows are wonderful for tracking information. Using the Qualtrax Cloud, I can access all of my information from home as needed without having to be in the office. The system has significantly reduced paper usage, saving time and money.
- LeAnne S.
I love the document tracking features of this system.
- Deborah S.
It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
- Pawan M. Executive Consultant
I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.
- Valentina H. Administrator
Very easy to work with, excellent customer service and always available when needed.
- Renee G. Finance Broker
|Cons"There are some limitations with reporting on training matrices that are a bit frustrating as we have to manually track training curriculums|
|There are a lot of options to select at every turn, and no obvious guidance about what does and does not make sense for proper setup|
|Very hard to upload more than 500 documents and build the document training tests (1:1 ratio so for every document you want to capture on a test you build an entire test)|
|I'm still new to this and have no comments at this time."|
|Pros"The ability to customize the database to fit our needs|
|The fact that Qualtrax is constantly updating and striving to add features that will benefit their customers is another desirable aspect|
|Out-of-the-box document control, robust email notification system, configurable|
|Automates compliance management specific to individual standards|
|There's always room for improvement and Qualtrax recognizes that|
|So, the company listens to the voice of the customer and they continuously work to improve their software|
|Qualtrax (the company) has been nothing less than one of our top suppliers."|
|The way we are able to communicate through the software is also awesome|
|I do recommend this file to all business owners, you will always need this type of software|
|I found using this platform to be secure and allows us peace of mind during document transfers|
|The templates are great and a file invite takes me no longer then 5 minutes to do|
|I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for|
|What good is having a system if your customers and staff don't use it|
|File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion."|
|Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be|
|Set it and forget it -- and still get what you need|
|The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly|
|Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it."|
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