Dragonfly vs. OneDrive, Dropbox, and SharePoint.: The Best Document Management Software for Growing Businesses

Stop managing files. Start managing your business.

Storing files in folders has been used in business since the 1980’s – over 40 years ago! And customer, project, and other data has been stored in databases and spreadsheets totally disconnected from the file system. This makes searching for information and files a two-step time consuming process. If you’re searching for the best document management software to replace disconnected folders, Dragonfly delivers a centralized platform that connects your data, documents, and workflows in one cloud application.

Key Takeaway: Cloud-based File storage tools like Dropbox, OneDrive, and SharePoint were built using the same 1980’s folder / file design disconnected from your business data. Dragonfly is the best document management software for growing companies because it connects your documents to the customers, projects, and workflows they support, all in one cloud platform.

The Problem with File-Based Systems

File storage tools force your team to work like this:

• Create and manage folder and subfolder names
• Search through folders and files to find information
• Search for files by the file name, not by customer, project, vendor, or other data type
• Store documents separately from customer or project data
• Track tasks in email, spreadsheets, paper lists or memory
• Recreate the same information in multiple places

Result: Wasted time, missed details, and lack of visibility

The Dragonfly Difference: What Makes It the Best Document Management Software

With Dragonfly, everything is connected:

Your lists are in the Dragonfly database, customized for your business, and accessible on any device. Documents are attached to customers, jobs, quotes and opportunities. You search for documents by customer or project name and instantly have access to all documents related to that customer or project. Search returns complete information, not just files. Searching for metadata like words and phrases returns documents that contain that metadata. Tasks, notes and workflows are built in. Data is accessible anywhere, work, home, and on phone, and sharing files is easy.

Result: Faster lookups, better decisions, and total visibility

Feature Comparison — How the Best Document Management Software Stacks Up

Document Management Software vs File Storage — What’s the Difference?

Cloud storage (Dropbox, OneDrive): Stores and organizes files in folders in cloud. Search folder list, then by file name. Share files with others. Not connected to data.

Document management software (Dragonfly): Organizes documents within your business data and processes. Stores files by work type (customer, project, ticket, equipment, product, etc.), folders, and categories. The best document management software doesn’t just store files, it connects them to the work they support.

Instead of asking: “Where is the file?” Your team asks: “Which customer, project, quote, or order is this for?”

Document Management Software vs. Sharepoint – What’s the Difference?

Sharepoint: Files are saved in Sharepoint “Documents” which uses the same folder and file structure as OneDrive and Dropbox. It has similar search restrictions and is not connected to the Sharepoint pages. Sharepoint is complex to set up and use for most and typically requires an administrator to constantly add, edit, and maintain its design for a company.

Dragonfly: In addition to the benefits previously stated, Dragonfly is a good SharePoint alternative because it comes already configured for most businesses and easy to customize the database and workflows to fit any business need. Users who have switched away from Sharepoint have found it is just easier for their teams to use.

Built for Real Business Workflows

Dragonfly is designed specifically for companies that manage:

• Sales opportunities, quotes, and orders
• Project execution
• Customer service
• Document-heavy workflows

Instead of jumping between systems, your team works in one platform that connects everything in one place from any device. The software can track anything – computers, vehicles, customer assets, vendors, product information, price lists, etc.

What This Means for Your Team

Save hours every week searching for information. Reduce errors from disconnected systems. Improve accountability and follow-through. Standardize processes across your business.

When to Upgrade to the Best Document Management Software for Your Business

You’ve outgrown Dropbox, OneDrive, or file servers if:

• Your company manages multiple quotes, projects, customers, and suppliers
• Your team says: “I know it’s here somewhere…” or “Where did you save that file?”
• Your team relies on spreadsheets to track work lists
• You need better data and document security across your entire operation
• You’re searching for a SharePoint alternatives or need to replace Dropbox for business operations

See Why Dragonfly Is the Best Document Management Software for Your Workflow

Experience how a connected system can replace file chaos with clarity.

See Why Dragonfly Is the Best Document Management Software for Your Workflow

Experience how a connected system can replace file chaos with clarity.