Struggling with Process Street limitations again?
You know how trying to customize workflows or connect Process Street to other tools feels like running into a wall every time. Getting stuck with rigid templates, poor integration options, and basic reporting makes your work harder, not easier.
The more you rely on Process Street, the more frustration keeps creeping into your daily routine.
When you need to scale up or automate complex document processes, these limitations mean wasted time, higher costs, and annoyed teams. Staying stuck here leads to lost productivity, missed automation opportunities, and even more headaches. With Process Street, you end up doing manual work and battling resistance from your team — instead of moving forward.
The upside? Better alternatives are out there for you, ready to deliver the flexibility, integrations, and automation Process Street just can’t match.
In this article, I’ll show you the best Process Street alternatives for smarter document automation using tools like FileCenter, Docupilot, Crove, Templafy, PandaDoc and more.
You’ll find options with advanced automation, deeper integrations, and real cost savings.
Let’s explore your options.
Quick Summary:
| # | Alternative | Rating | Best For |
|---|---|---|---|
| 1 | FileCenter → | Users managing paper workflows | |
| 2 | Docupilot → | Teams needing advanced automation | |
| 3 | Crove → | Users wanting flexible templates | |
| 4 | Templafy → | Companies needing compliance control | |
| 5 | PandaDoc → | Sales teams requiring end-to-end |
1. FileCenter
Tired of rigid workflow tools holding you back?
FileCenter offers robust desktop document management that fixes several frustrations left by Process Street, especially with its integrated scanning and OCR tools for instant digital file creation.
Unlike checklist-driven systems, FileCenter empowers you with automated file naming, separation, and filing based on customizable rules. This means your physical and digital documents get organized without tedious manual steps that slow you down.
Plus, you get native PDF editing, merging, and annotation tools—features that go deeper than the basic attachment and field options you’re used to with Process Street.
Here’s where FileCenter really sets itself apart.
By bringing everything together on your desktop, FileCenter becomes the alternative that can handle scanning, digitization, and management within a single system—no cloud learning curve to slow you down.
Instead of only offering checklists or workflow templates, you’ll benefit from automatic OCR that turns paper into searchable digital files for instant document retrieval. If you’re switching from Process Street, this creates a direct path from paper to fully indexed files, so you keep up with client needs while meeting compliance demands.
You’ll also appreciate how automated filing and naming reduces manual entry, plus the local PDF editing tools let your team handle changes in real time—no more bouncing between platforms to finalize documents.
FileCenter’s feature set delivers true local control.
Key features:
- Integrated scanning with automatic OCR processing digitizes and converts paper to searchable, editable files, eliminating manual data entry steps that are missing from Process Street’s workflow-centric model.
- Automated file naming and separation rules organize paperwork or electronic documents on import, slashing tedious manual steps and saving significant time compared to checklist-based filing.
- Full-featured PDF editing and annotation tools allow in-place content manipulation—merging, splitting, marking up—right from FileCenter, which goes far beyond Process Street’s form field limitations.
Verdict: FileCenter emerges as a smart Process Street alternative for document automation, especially if you handle paper and digital files together. With deep scanning, OCR, and automated content handling, you solve real workflow problems while staying in total control of your local files—without complex migrations or retraining.
2. Docupilot
Process Street’s rigidity holding your team back?
Docupilot puts you in control, letting you build automated document workflows using AI template creation, dynamic data mapping, and built-in e-signature collection—all within a single, scalable platform.
Plus, Docupilot doesn’t just mirror what Process Street offers. If you’ve hit roadblocks with rigid workflows or struggled with manual template setup, you’ll see an immediate benefit with rapid, AI-powered template creation and advanced data mapping handled natively, cutting hours of repetitive work.
Ready to see real document automation in action?
Docupilot solves workflow headaches by letting you instantly generate polished document templates from simple prompts. This means you no longer need to waste time reinventing the wheel whenever your team’s needs evolve or compliance rules change.
Here’s how Docupilot makes a difference: The AI template builder lets you create professionally formatted, complex documents instantly—with just a description. The dynamic data mapping feature pulls information from your CRMs, databases, or forms, merging it into personalized documents using flexible placeholders and logic. This takes customization further than what you could manage inside Process Street.
Additionally, Docupilot offers built-in e-signatures—no more relying on external integrations to finalize documents securely. You automate the entire process from creation to signature collection, boosting efficiency and accuracy with every workflow switch.
You get scalable, worry-free workflow automation every time.
Key features:
- AI-powered, prompt-based template creation accelerates the design of new documents, eliminating delay and manual setup you may encounter with static templates found in other solutions.
- Dynamic data mapping with conditional logic allows you to automate the generation of personalized documents from CRM, forms, or database inputs, simplifying complex or high-volume document tasks.
- Integrated e-signature workflow securely manages legally binding signatures natively on the platform, saving you time over solutions that require extra integrations for this final step.
Verdict: Docupilot is your practical alternative to Process Street if you need advanced document generation and automation. Users report saving dozens of hours per month on workflow setup and document creation. With AI-driven templates and native e-signature, your switch becomes a true productivity upgrade for scalable document automation.
3. Crove
Rigid workflows hold your team back, right?
Crove removes these bottlenecks with intelligent templates that adapt using conditional logic, a no-code editor, and built-in legal e-signatures—going far beyond what Process Street lets you automate.
If you’ve hit limitations with Process Street’s static checklists or basic conditional logic, Crove takes a more flexible approach to dynamic document generation. You’ll notice your documents can actually change content based on every scenario, letting you stop workarounds and start building truly customized workflows.
Here’s how Crove fits into your workflow needs.
Crove directly addresses the pain of manual workarounds you faced before.
You get advanced logic in your document templates so every form or file reflects the exact inputs your users provide. The drag-and-drop template editor is visual and easy—no code required—so anyone on your team can create and reuse content blocks, add calculations, or update layouts on the fly.
Additionally, Crove’s secure, audit-ready e-signature tools are natively part of the workflow. You can have people sign right where you need it, with compliance built in, so you’ll avoid Process Street’s limits on integrated signing. This all works in over 160 languages, making it a strong fit as you scale beyond simple approval checklists or need to bring your process to global teams.
Better process automation saves time, money, and stress.
Key features:
- Smart templates with conditional logic deliver dynamic documents that adapt in real-time to your inputs, unlike static checklists or limited conditionals in Process Street.
- Visual no-code template builder for everyone lets your team create, customize, and reuse rich content blocks, calculations, and layouts without relying on IT or dev support.
- Legally compliant e-signatures natively built-in streamline every document’s completion and approval, including full audit trails for compliance—no clumsy third-party signing apps required.
Verdict: Crove is a standout Process Street alternative if you want document automation powered by dynamic templates and real e-signatures. Users credit Crove for eliminating manual work and delivering compliant automation across 160+ languages—proving it’s a robust upgrade over static workflow tools like Process Street.
4. Templafy
Tired of workflows that just feel too rigid?
Templafy gives you a centralized template library and rules-based document automation, both designed to overcome the limits and manual effort often experienced with Process Street.
What sets Templafy apart is its ability to enable on-brand, compliant document creation in familiar Microsoft 365 apps while Process Street forces you outside your daily tools. Integration with core business systems also means consistent content and data.
Here’s how you get more power and control.
Templafy lets you automate document generation and branding directly.
If you’re looking to move away from Process Street’s workflow-centric method, Templafy delivers automated document creation based on dynamic data, conditional logic, and template-driven workflows. This means you can roll out content governance and compliance at scale without having to tediously micromanage processes.
Take, for example, rules-based automation using data from connected business systems—this approach speeds up production for highly personalized, accurate documents while reducing user error. You can update branding or legal language across all templates instantly, solving the challenge of distributed template management faced with Process Street.
Plus, generating and editing documents right inside Word or PowerPoint lets your team work faster, since they never have to leave the Microsoft apps they use daily.
You’ll finally have control over content without workflow headaches.
Key features:
- Centralized template and content management empowers your team to store, update, and distribute approved assets, AI prompts, and templates, ensuring brand and regulatory consistency for all new documents.
- Rules-based document automation and data merging uses dynamic logic and business system integrations to automatically generate accurate, custom documents much faster than basic checklist workflows.
- In-application document generation for Microsoft 365 allows you to create and personalize documents directly within familiar apps, which enhances adoption and productivity over Process Street’s web-based interface.
Verdict: Templafy is a strong Process Street alternative for document automation if you prioritize control, integration, and compliance. BDO Canada created 120,000+ documents and saved $1.65M within one year using Templafy—proving its power for cost-effective, scalable content generation.
5. PandaDoc
Ready for document workflow automation that actually fits?
PandaDoc brings customizable document templates, native digital signatures, and in-document payment tools—giving you robust automation that tackles the limitations you hit with Process Street.
With PandaDoc, you’re no longer tied to generic workflows or wrestling multiple integrations for signing and payments. You get custom templates for proposals, quotes, and contracts that empower real sales productivity.
Here’s the real difference.
PandaDoc doesn’t just automate step-by-step processes; it takes care of the entire lifecycle—from creation through to e-signature and even payment—all in one place.
Now, let’s dive into how PandaDoc makes switching worthwhile.
Switching to PandaDoc means you can create, send, and track business documents in a way that’s tailored for revenue teams, not just operations or HR.
You’ll appreciate how the native digital signature lets your clients sign immediately instead of fiddling with extra integrations like with Process Street. Plus, those specialized templates mean you can turn around client-ready proposals or quotes in minutes, keeping your deals moving.
Another bonus is in-document payment acceptance. Imagine closing a deal, sending a contract, and letting your client pay—all in one workflow. This ties document automation directly to your bottom line, which Process Street just can’t do.
That’s automation focused on real business growth.
Key features:
- Specialized, customizable templates for sales documents let you rapidly generate proposals, contracts, or quotes for any client needs instead of being limited to one-size-fits-all workflows.
- Built-in, legally binding digital signatures eliminate reliance on extra third-party e-signature tools, allowing your team to finalize deals more efficiently and securely within a single platform.
- In-document payment acceptance tools let you collect payments instantly, directly from the proposal or contract, providing a revenue-boosting feature not found in Process Street.
Verdict: PandaDoc stands out as a compelling Process Street alternative if you want full-lifecycle document automation. Its advanced templates, integrated e-signature, and payment tools help sales-driven teams accelerate client turnaround, minimize manual work, and tie document workflows directly to your revenue goals—all within a single platform.
6. Conga
Tired of limited workflow options slowing progress?
Conga empowers your team with advanced document generation, contract lifecycle management, and native e-signature, making it easy to automate complex agreements and documents without Process Street’s frustrating constraints.
If you need more than generic workflow automation, Conga covers complex document assembly, robust contract oversight, and deeply embedded e-signatures—areas where Process Street just can’t keep up.
Now let’s see what this means for your document workflows.
Switching to Conga can change everything.
With advanced document automation, you can instantly generate complex contracts, proposals, or reports using Salesforce data—something Process Street can’t do at this level. Conga turns manual, error-prone procedures into automated flows tailored to your business.
This focus on enterprise-grade contract lifecycle management gives you one place to create, negotiate, renew, and analyze contracts—all far beyond generic checklists or process automations. You get total control, visibility, and compliance over your agreements.
Plus, Conga’s integrated e-signature means you close deals directly within your workflows, skipping the clunky patchwork of plugins or disconnected third-party tools you may experience in Process Street.
Your team can finally achieve speed and compliance.
Key features:
- Complex document generation from Salesforce data enables automatic creation of rich contracts and proposals—going well beyond Process Street’s template-based file handling for advanced automation needs.
- Robust contract lifecycle management suite lets you create, negotiate, approve, and analyze contracts from start to finish, centralizing every step for advanced compliance and oversight.
- Natively integrated electronic signatures (Conga Sign) mean you secure sign-offs directly inside your workflows, eliminating awkward toggling between tools and ensuring a smoother approval process.
Verdict: Conga stands out as a Process Street alternative for document automation, especially for Salesforce-powered teams managing complex agreements. Its advanced document generation and contract lifecycle features let your team gain the efficiency, automation, and control Process Street can’t match—making your next workflow upgrade truly worthwhile.
7. Klippa
Process Street feeling too restrictive for your needs?
Klippa steps up with AI-driven OCR and intelligent document processing, directly addressing the workflow and content extraction gaps that slow Process Street down.
By focusing on advanced data extraction, Klippa lets you quickly capture key data from any document type—structured, semi-structured, or totally unstructured—so your information is ready for use without hours wasted on manual input.
This means less frustration, more automation.
Klippa instantly fixes what Process Street can’t.
With Klippa, you get advanced AI-powered OCR that extracts specific data points from any document, not just simple checklist tasks. Plus, it automates classification and categorization so your files are sorted in seconds instead of relying on manual workflow tags or folders.
It gets even better. You can set up automated data validation to catch entry errors before they cause bigger problems, ensuring accuracy and compliance for your most critical business documents. This added layer means no more frantic double-checking as you migrate away from Process Street.
On top of that, Klippa integrates with your existing systems, making adoption a smoother process for your team and eliminating data silos. All these capabilities work together to boost reliability, speed up processing, and reduce costs.
Klippa could shave hours off your document process.
Key features:
- AI-powered OCR data extraction for all document types tackles structured, semi-structured, and unstructured content, letting you automate where Process Street only offers rigid checklists or workflows.
- Automated document classification and content-based sorting means your files get routed and organized without manual folder tagging, saving huge time over manual methods.
- Data validation against rules or databases lets you enforce compliance and prevent costly errors right at the source—far more robust than simple checklist confirmations.
Verdict: Klippa is a compelling alternative to Process Street if you want real document automation. Its AI and OCR deliver smarter data capture, automatic document sorting, and bulletproof data validation. For high-volume, varied documents, your team can see process times cut by up to 70% by switching.
8. Nanonets
Hitting roadblocks customizing workflows in Process Street?
Nanonets brings AI-powered OCR and data extraction that tackles unstructured documents effortlessly alongside a no-code workflow builder and pre-trained models for complex formats, covering gaps where Process Street falls short.
If you’re frustrated with limited customization or stuck processing massive document volumes, you’ll notice that Nanonets can offer AI-driven accuracy that Process Street can’t match when you need data extraction and intelligent automation.
Here’s where things start to get easier.
Nanonets takes pain out of workflow limitations by turning document processing into a visual, automated journey.
You get an AI-powered intelligent document processing (IDP) solution that transforms how your team collects, extracts, and routes document data. With machine learning, Nanonets can read and understand even tricky, unstructured documents—far beyond just adding attachments to checklists.
When you switch, features like the no-code workflow builder cover the entire document lifecycle, letting you design, automate, and export from a single interface. You can speed up invoice processing, onboarding, or compliance checks with drag-and-drop simplicity.
Plus, you’ll deploy pre-trained AI models for common business docs instantly—or train Nanonets for new document types, so you don’t waste weeks on setup. Combined with 95%+ data extraction accuracy and reports of 80%+ cost savings, it’s a solution that lets you scale with confidence.
AI-powered automation makes your workflow smarter.
Key features:
- AI-powered OCR and machine learning extraction automates data capture from any document, outperforming checklist-based attachments with much deeper content understanding than Process Street.
- No-code visual workflow builder for end-to-end automation lets you design and automate entire document-centric processes without coding, making deployment and changes truly accessible.
- Rapid deployment using 20+ pre-trained AI models for invoices, receipts, and more, so your team can automate complex extractions in minutes, not weeks.
Verdict: Nanonets is a standout alternative to Process Street for document automation software. You’ll get AI automation, deeper workflow flexibility, and rapid time-to-value. Case studies show 50% faster processing and 80%+ cost savings—putting you far ahead if Process Street’s limited workflows are holding you back.
9. airSlate
Looking for more workflow control than checklists?
airSlate comes loaded with a visual drag-and-drop workflow builder, native e-signatures, and deep PDF editing—everything you wish Process Street offered, but doesn’t.
This means your team can actually edit, sign, and automate document-heavy workflows directly within one unified platform. You get document customization and e-signatures baked right in instead of bouncing between multiple tools and limited checklists.
Your search for true automation ends here.
airSlate solves for every pain point you’ve had using Process Street by focusing on total document process management, not just step-by-step tasks.
If you’re tired of rigid checklists, airSlate’s no-code workflow builder lets you digitize approvals and document flows just by dragging and dropping. You can edit PDFs, collect signatures, and automate contracts in minutes—all from one platform, with zero coding required.
Combine that with powerful native e-signature functionality and real-time PDF editing, and your automated document workflows become seamless from draft to approval. The visual interface means your whole team can adopt new processes without confusion or heavy onboarding.
airSlate brings the flexible automation and document control you’ve craved.
Key features:
- Flowchart-style workflow builder for documents lets anyone automate and customize complex approval processes visually, moving beyond the checklist constraints of Process Street for truly scalable automation.
- Integrated, legally binding e-signatures and contract tools remove the need to patch together third-party solutions, enabling your team to sign, track, and manage agreements instantly.
- Advanced PDF editing built into the platform gives your team direct control over documents—annotate, modify, and share without leaving the workflow, something Process Street simply can’t do natively.
Verdict: airSlate is your best Process Street alternative if you want total document workflow automation—visual builders, native e-signatures, and powerful PDF editing all in one place. You can switch and standardize document operations with less friction and a streamlined user experience.
10. DocuWare
Tired of rigid workflow limitations in Process Street?
DocuWare offers AI-powered document processing, comprehensive management, and flexible workflow automation features that speak directly to the challenges you face with Process Street.
If you need more than basic process checklists, DocuWare delivers enterprise-grade document management with smart indexing and advanced compliance. This ensures full document lifecycle oversight and deeper workflow automation tailored for document-centric teams.
Better document workflows are within your grasp.
DocuWare stands out because it doesn’t just automate checklists like Process Street—it digitizes, organizes, and secures all your documents through intelligent document processing. You get automatic data capture using AI, enabling you to find, route and audit critical documents faster and more accurately.
Here’s where DocuWare makes a difference: its advanced document management platform handles secure storage, version control, and compliance-level audit trails out of the box, reducing your manual tasks. The intuitive drag-and-drop workflow builder lets you create custom routing and approval processes effortlessly, removing the constraints found in basic checklist systems.
Additionally, DocuWare’s robust automation and deep search features empower your team to eliminate paper files and streamline document approvals, resulting in faster invoice payments and complete visibility.
You gain end-to-end control over every document.
Key features:
- Intelligent document processing with AI-powered OCR automatically extracts, indexes, and organizes information from all incoming documents, surpassing Process Street’s process-centric, manual data entry limitations for document automation.
- Enterprise document management with full lifecycle controls includes secure storage, permission management, version tracking, and audit trails, supporting advanced compliance and security requirements far beyond basic checklists.
- Configurable workflow automation for document approvals gives your team a visual drag-and-drop tool to build powerful, customizable workflows designed for complex document routing, unlike Process Street’s limited list automation.
Verdict: DocuWare makes a compelling Process Street alternative if your goal is true document automation and management. With clients reporting faster invoice payments and elimination of paper, DocuWare’s enterprise-grade automation and secure DMS help you scale processes and ensure compliance as your needs grow.
Conclusion
Frustrated with rigid Process Street workflows again?
Constant struggles with limited customization and integrations are exhausting. You want a system that actually adapts to your workflow instead of forcing your team to work around its shortcomings.
Making the effort to find a better solution is smart—the right switch pays off with lasting productivity and flexibility that Process Street just can’t deliver.
There’s a much better way to handle this.
After comparing all the leading options, I genuinely think FileCenter is the #1 Process Street alternative for streamlining your document workflows.
FileCenter gives you real desktop document control, flexible scanning and organization, and ditches the workflow rigidity holding your team back. It’s a clear choice for anyone tired of Process Street’s limitations.
Small businesses switch to FileCenter because it’s easy to learn, simple to manage, and actually improves daily document handling—no complicated cloud dependencies or rigid templates.
Try FileCenter free today to see the difference yourself.
Move forward with workflow freedom.
