PairSoft Reviews and Ratings

Rating: 8 out of 10

Score

8 out of 10

Community insights

TrustRadius Insights for PairSoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Straightforward Workflow: Users have found PairSoft's workflow to be straightforward and easy to comprehend. Many reviewers appreciate the simplicity of the system, making it accessible for all users.

Efficient OCR Functionality: The OCR functionality of PairSoft has received high praise from users. It automatically fills in details in form fields, eliminating the need for tedious manual work. This feature has been described as a time-saving tool by several reviewers.

Integration Capabilities with ERP Systems: The integration capabilities of PairSoft with various ERP systems are seen as a major advantage by users. This allows for effective document management and automation of the invoice process. Several reviewers have expressed their satisfaction with this feature, highlighting its ability to bridge gaps and provide solutions to various problems.

Reviews

2 Reviews

VP of IT

Rating: 5 out of 10

Incentivized

February 20, 2023

Use Cases and Deployment Scope

Supporting documentation for all master records and transactions (created digitally or scanned paper docs) are attached to the record while the operator is on the record. These documents are automatically assigned meta data based on the transaction for easy searching afterwards (sales order number, customer number, etc.)

Pros

Meta data assignment to documents
Easy UI

Cons

Support is terrible since they were acquired.
Professional services seems non existent since they were acquired.

Likelihood to Recommend

It used to be a great total solution for document management - product, support, services and sales. Now it's just the product. But I can't expand it to additional transactions or fix an issue.

Verified User

Vice-President in Information Technology (51-200 employees)

Vetted Review

4 years of experience

PaperSave Saves Fundraisers Time

Rating: 8 out of 10

Incentivized

January 14, 2019

Use Cases and Deployment Scope

PaperSave is being used in our Advancement division. The program has been integrated into Raiser's Edge so all fundraising staff have access to view noteworthy documents for our constituents. They also have the ability to add documents to records for other Major Gift Officers and front-line fundraisers to review if needed. The program helps our organization have a more detailed overview of our individual constituents. Raiser's Edge has many fields, however, there's no particular place where we can add specific documents and upload them to a record. While the notes area of Raiser's Edge is helpful to get a better idea of what steps have been taken with a constituent, PaperSave allows for a more comprehensive snapshot of an individual.

Pros

Upload documents.
Integration with Raiser's Edge.
Seamless functionality.

Cons

The interface could be updated.
The program sometimes will continue to run in the background after Raiser's Edge is closed.
Initial use can be a little confusing to learn.

Likelihood to Recommend

PaperSave is ideal for any fundraising company. Its ability to import spreadsheets from queries and import documents into constituent records is an invaluable tool for a fundraiser. Though the program sometimes has its hiccups, overall it serves its intended functions quite well.

Verified User

Employee in Marketing (201-500 employees)

Vetted Review

3 years of experience

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