Docupace
101 Crawfords Corner Road Suite 1324,
Holmdel, 07733, NJ,
United States
Holmdel, 07733, NJ,
United States
1 310-445-7722
Professional Services
Docupace Technographics
Docupace Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Docupace and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Docupace employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Docupace has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2016, Microsoft 365 for Collaboration in 2018, SunGard SIGNiX MyDoX for Digital Signing in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Docupace is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , FIS Global or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Docupace revenues, which have grown to $20.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Docupace intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Docupace Tech Stack and Enterprise Applications
Docupace ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016 Docupace implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting and accounts payable functions. The rollout targeted the company accounting organization and operational finance tasks performed at the Brentwood, CA site, consolidating invoice processing, vendor billing, and employee expense posting under a single ERP Financial record of transaction.
Configuration work for Intuit Quickbooks Enterprise focused on accounts payable workflows, including invoice batching, vendor coding, matching and check printing. Daily operational activities documented in the implementation included entering invoices into QuickBooks, batching and coding payables, entering employee expenses captured in SAP Concur into Intuit Quickbooks Enterprise, maintaining accrual schedules in Microsoft Excel, and performing weekly check runs with matching of checks to invoices for vendor payment.
The implementation surface included explicit integrations and handoffs between SAP Concur for expense capture and Intuit Quickbooks Enterprise for ledger posting, plus manual document management practices such as scanning physical invoices and storing electronic invoice files by vendor name. Accruals were maintained outside the ERP in Microsoft Excel, indicating a mixed automated and manual reconciliation footprint across systems.
Governance and process changes emphasized defined AP tasks and verification steps, such as matching, batching, coding, scanning, and filing of payables, and scheduled check-printing routines for payments. These operational controls were embedded in the Intuit Quickbooks Enterprise deployment to support day-to-day accounts payable, expense posting, and vendor payment workflows within Docupace’s accounting function.
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Docupace Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Docupace implemented Microsoft 365 as its Collaboration platform. The implementation is referenced on the Docupace website, indicating the organization uses Microsoft 365 for core collaboration functions across the business.
The Microsoft 365 deployment aligns with Collaboration category capabilities, providing cloud-hosted productivity, email, document management, and real-time communication to support professional services and administrative workflows. The configuration suggests a cloud-first tenant architecture with centralized user and permission management, and functional emphasis on mail, file sharing, and synchronous messaging to enable internal collaboration and document lifecycle processes.
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Docupace Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | SunGard SIGNiX MyDoX | Digital Signing | Content Management | n/a | 2014 | 2014 |
In 2014, Docupace implemented SunGard SIGNiX MyDoX to provide Digital Signing capabilities within its document management and account opening workflows. The SunGard SIGNiX MyDoX deployment supplied by vendor FIS Global embedded SIGNiX FLEX API-driven digital signature and online notarization services into Docupace's platform to support fintech customers and advisors.
The implementation emphasized API integration, leveraging SIGNiX FLEX API to offer military-grade cryptography, enhanced data privacy, and permanent legal evidence of a true digital signature. Functional capabilities implemented include electronic signatures for one or more signers, online notarization, and automated receipt of signed documents to trigger downstream workflows, removing the need to manually add signature tags to forms.
Operationally the integration targeted account opening and registration processing for Docupace fintech customers, improving advisor experience and efficiency by eliminating download and upload handoffs across systems. Governance and workflow restructuring centered on automated evidence capture and workflow initiation on receipt of signed documents, ensuring document security and reducing time to open accounts.
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Docupace eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2019 | 2019 |
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Docupace CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Docupace ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Docupace IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Docupace CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Docupace Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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PEO (Professional Employer Organization) | Professional Services |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Docupace
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Docupace Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Docupace IT executives and key decision makers. This section highlights Docupace's latest recorded technology evaluations, including FIS Protegent Trading Compliance for AML, Fraud and Compliance on 2024-10-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Docupace digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-10-29 | Docupace | Evaluated | FIS Global | FIS Protegent Trading Compliance | AML, Fraud and Compliance | TRM |
FAQ - APPS RUN THE WORLD Docupace Technographics
Docupace is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $20.0 million.
Docupace operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and SunGard SIGNiX MyDoX,
covering areas like ERP Financial, Collaboration and Digital Signing.
Docupace has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and FIS Global.
Docupace recently adopted applications including
Cloudflare CDN in 2022, Integrate ListenLoop in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Docupace’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Docupace’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Docupace technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.