DocketManager Erfahrungen

Perspective of a Docket Manager Print Shop Administrator

Kommentare: Docket Manager and I have had a great relationship with attempting to improve the systems overall functionality. They have a really great support team and respond very quickly. I use the system day to day for extended number of hours, and by working on it so closely I am capable of locating bugs and issues that another user might have overlooked. These are reported via support tickets, and usually get fixed with a roll-out either later that day or the next day.
Docket Manager is a great business that listens to the community, and makes improvements based on the suggestions their customers bring to the table.

Vorteile:

Docket Manager is hosted externally and requires no internal hardware to host. The software is accessible online from any location. This allows me to work remotely and support multiple businesses. Business sales reps are also able to access it from their mobile devices, to check up on order workflow, create a quote on the spot, and send direct emails, with custom generated files, directly from the online system. The workflow is well designed, from when you create a quote, convert it into an order, as it runs trough production, to when its shipped. Each section of Docket Manager has a straight forward user interface, that places content into locations where you would expect to find it. Docket Manager also features an online ordering store functionality. This allows us to create custom online portals for clients. We are able to offer them an easy method for re-ordering generic material, or to order custom variable data products. This system is really great as a MIS and a W2P combo, all in one package. They keep making improvements and updates do not cost anything. There is an online forum where Docket Manager customers are able to make feature requests, and multiple of them are always chosen to be implemented into the next release. The software improves for the community, and there is great communication between the customers and Docket Manager.

Nachteile:

At the time of this review, Online Ordering is great at B2B, but not optimized for B2C. B2C will hopefully be improved within a few versions. Its capable of B2C at this time, but I think there are a few more features that are required to make it really work.

BLDC Review of Docket Manager

Kommentare: Overall the experience with the product and the company has been positive. Customer service and support have been very responsive to my needs and have been easy and enjoyable to work with.

Vorteile:

Went with DM because of on-line b2b portal integration. Setup took some time which is to be expected when setting up a system such as this, however, the support was fantastic. I could call in at most anytime and I got directly to an implementation person who would help me out with my issue. New feature requests are taken into consideration, thought through and implemented on a fairly regular basis. Overall quite pleased. One feature that I have been requesting for a while; the ability to send an invoice with a link to pay on-line without the customer needing an on-line portal to log into.

Nachteile:

After choosing DM for their on-line portals, there are a few thing that need improvement in that aspect. 1. The ability to list products in a grid-view as opposed to a list-view. 2. The checkout process is a little bit clunky especially for a public portal as the client must input their information and then are re-directed to a logon page where they have to then login. 3. Booklet pricing is a little confusing, you would think that when you enter in the number of pages for a particular booklet that the number of sheets would automatically calculate based on the type of booklet selected and then further populate the press sheets figure.

Great system for a diverse set of needs

Kommentare: Support has been the strongest part of the picture for me. The staff is very knowledgeable and quick to respond. Since implementing the rollout single-handedly, without their support I wouldn't have made it this far.

Vorteile:

MIS/W2P systems for print shops are difficult to evaluate, and the needs of users in the industry are varied. Biggest pro for DocketManager is the active development, excellent support, and community of users. DM listens to its users and put resources into implementing feature requests.

Nachteile:

Still feel like it's missing a handful of important (to me) features. It will get there, but until it does, it occasionally feels like using a beta product. In the interest of fairness, it's still the best cloud MIS that I've evaluated.

No Pain - No Gain

Kommentare: It has been a hard transition from Franklin Estimating to Docket Manager. With that said it was my ignorance of the pricing rather than any problem with DM. Furthermore I was told that it would take 6 months and they were right on! [SENSITIVE CONTENT HIDDEN] came to Abilene and walked us through the setup. That was an absolute "must Have" in my opinion. Without their guidance I don't believe we would have made it.
I was bothered by having several things in the program NOT work correctly "out of the box". I would work for hours on something only to turn in a ticket and be told "oh that is a programming issue" we will get back with you on a solution or "the program shouldn't do that". This was especially annoying during the time that I was spending 16 hours a day at the office trying to get the program set up. I spent an entire Saturday one weekend trying to get a price list to work on some custom envelopes. I kept feeling like I was doing something wrong. I re-watched videos as I figured that was what I was going to be encouraged to do if I called in with the problem. After giving up and calling in it ended up there was a problem with the programming. I was told that some checkbox shouldn't have been checked in the background of the program.
I believe that some of the forward progression of the program (new ideas) is overshadowing some of the common sense solutions (to the existing program) that are being presented on the forum by users. Seems several years is a long time for a fix.

Vorteile:

Reordering is by far my favorite part of the program. Outsourcing is also a favorite of mine. Seamless integration of workorder, delivery ticket, invoice.

Nachteile:

I dislike that you cannot duplicate templates from group to group. IE a 5x7, 4/0 could go under invitations or postcards or business forms. I would love to have the template in each without having to recreate the templates. That bothers me. It bothers me that we have to call every month to get help on our sales tax from [SENSITIVE CONTENT HIDDEN]. It bothers me that I have to click in boxes that are highlighted. Some boxes you don't have to click into others you do. Cannot have "sub" accounts or "child accounts. We print for several hospitals and several universities and it would be nice to know how much the Hospital is printing with us without having to look at the entire report and add up 15 different departments totals.

Pretty Impressive Software

Vorteile:

Their support is excellent and every time I have had a question, I got a response in less than a day. It does take some getting use too but once you do, it make a lot of sense. I work in the prepress department and the fact that I can see the status of all the projects I am working on without having to run around the shop and ask five people what is going on just saves me so much time.

Nachteile:

The setup for some of the items is a bit confusing. You can create your own invoices, job tickets and other items, but it's a bit tricky to get it right. Support was very helpful but it took me a good three days to get a custom page made. It does not have the feature ( currently ) to put preview images onto the invoices or packing list. We have done a few projects where the floor team had to pack a lot of items per store and it was very confusing to them to know which store got which item because the packing list where just lines of text. Also, because of this, it causes some confusion with the shipping department or when someone comes in to pick up a job. Sight minor grip here but it also doesn't know the size of the PDF you put into the system. If I have a job for a 6" x 4" postcard and I someone mess up the set up, DocketManager will not tell me that the size is wrong. Yes, I know that's a sight issue, but I have worked on other systems that did this and it was a nice way to check the job and avoid mistakes before production.

Always evolving

Kommentare: Was able to pick it up quickly due to ease of use and natural flow. Being geared to the printing industry was an obvious benefit.

Vorteile:

Still being in the first 12 months of using DocketManager I am still finding new features and short cuts. What I have discovered in the short time of using the software is it is ever evolving. DocketManager appears to be listening to the end users and making adjustment and additions for continual improvement reducing the number of clicks.

Nachteile:

Status options can be selected in more than one location and then show up or don't show up in different screen views or reports.

Docket Manager is Pretty Great!

Vorteile:

There is a lot that I personally really like about Docket Manager! For me, it has been really helpful to be able to see the different queues where orders are sitting. We did not have that prior to using Docket Manager - we had a hard-copy file in a job jacket type of system. There is much more visibility now, and we love that any of us is able to look at a particular order and know the story behind it if a customer calls. I also feel as though they are on top of new developments, and are very receptive to suggestions from customers for new features. I can try to think of things that were less than ideal with the system starting out, and most of them have been addressed by the Docket Manager team. I also cannot say enough good things about the support team at Docket Manager - they are quick to respond when there is an issue, and almost always have been able to help us resolve it or give us a work-around.

Nachteile:

I cannot speak to this 100%, but I do know that our accounting team has really struggled the most with Docket Manager. We've had a lot of success with Docket Manager across the board, but some frustrations with the accounting side of things just taking more time, extra steps, extra clicks, etc. to get us where we need to be with it. We also notice sometimes with system updates that extra, seemingly unnecessary, work is required. For example, with the most recent update, there is more information required to start an order ticket (which we like in general, forces us to be disciplined from the start) - but for any of the addresses in our system that we had not specified "USA" for, it throws up an error code every time an order is created for that customer saying to specify the country. So now, we had to go back in to the CRM section and update customer addresses one by one. Little things like that have been frustrating. But overall, the good has by and large outweighed the negative.

Cornerstone of Saving My Company

Kommentare: We purchased the 60 year old print shop we worked at. Small runs, cut sheet, formerly letterpress newly "digital", everything calculated by hand even the ledgers. You can imagine the amount of updating in every respect we needed. As a team of only 4 we needed to streamline everything, get quoting down to a science, and finally join the rest of the world with eCommerce.
Enter DocketManager. The first conversation you have with rep immediately sets you at ease. This is a company that used to be a printer like the rest of us. They made this for themselves (something I was looking into oddly) and eventually sold it to others enough that it became their business. It truly is designed by printers for printers.
We went back and ran old quotes through the system to test out how things used to be done vs how they're done now. We found 3 or 4 in the prior year that were misquoted. The cost difference from what it was to what it should have been would have paid for DM for several months. Makes you wonder how many more there were.
I used "" on issues in the Cons section because it really isn't a deal breaker by any means. The software is pretty darned polished with a couple things like those that are still rough. That said, they are always updating it and most updates are from user requests.
For those scared of price, DM doesn't charge enough for the product. They are more than competitive and they actually care about you. I can't recommend them enough.

Vorteile:

How well the ecosystem of the CRM, MIS, and W2P works. From quoting and proofing to production and payment everything flows really well together automatically.

Nachteile:

The only two "issues" I have are: The options for making a book, while super open to being tweaked to a fine degree, become confusing and could use a "simple" mode for run of the mill jobs; Customizing forms requires knowledge of HTML, JS, and CSS to do anything to it.

Amazing software, great partner to have in our business.

Kommentare: After dealing with a large world wide company and dealing with issue after issue it has been a joy working with the DocketManager team. We plan on visiting this year and taking some training classes offered by them in Canada.

Vorteile:

I discovered DocketManager while telling a fellow printer how much I hated our new Vision upgrade. He showed me the demo site and I instantly fell in love with the intuitive design and features. I visited their booth at Print in Chicago. The entire family was there showing off the program, and I knew then I wanted to be a customer of theirs. The implementation was easier than the upgrade of our las software. We have top notch service helping us through the entire process. DocketManager is software you will not outgrow. It is constantly being updated and features added.

Nachteile:

This software will not work unless you set aside time to implement the software. We have had DocketManager since 2015 and only implemented the estimating, job tickets and accounts receivable for the most part. The web portion is super easy, but I need to set aside time to get this implemented.

5 Months In

Kommentare: DocketManager is an all in one solution.
Online ordering - easy to set up and easy for client navigation
Estimating and invoicing - via email (who knew a printer would appreciate that?)
Shippo Integration - When you buy something from us we send you notifications like all the big players
The list goes on. Overall the team at DM are real people who really care, don't ever change that.

Vorteile:

The support staff at DocketManager is what sets this product apart from the pack. The interface is aesthetically pleasing and extremely functional. Critical business information is only a click away.

Nachteile:

As with any type of change in workflow, there will be bumps in the road. We have kept an open mind and DM has forced us to take a closer look at how and why we have been doing things the same way for so long. Many good changes have come about from this self-examination.

Docket Manager in 2020

Kommentare: Not fully implemented yet but looking forward to omitting manual time sheets and job costing.

Vorteile:

Cloud system so you can run your business from almost anyway. Complete MIS including Accounting, Order tracking, Customer & Public storefronts and Estimating. User control over how all your Documents look Internally and Customer facing. Multiple job templates for common products.

Nachteile:

Get ready to do a lot of clicking. I think the number of times you interact with the user interface could be lessened.

Happy customer/user

Vorteile:

We like the flexibility of the Docketmanager software. It works well with multi locations and remote staff. Its important to me that our MIS system ties everything together from Online orders, to Estimating and Production, all the way to CRM and Account Management. The support team at Docketmanager has been very responsive and helpful and we've grown with them.

Nachteile:

I would like to see better integration into live time/expense tracking.

Why Docketmanager?

Kommentare: There is a great family behind this product updates and often.

Vorteile:

I like the online stores, I like that Support is minutes away not hours.

Nachteile:

Too may clicks of the mouse and the need to work on their Imposition software..

A solid solution that has helped our shop be more efficient

Kommentare: The customer support has been very responsive and works hard to resolve issues and make requested tweaks.

Vorteile:

The pricing functions are robust and help develop stable prices across all estimators. The work order process helps keep the workflow moving The ability to turn a proposal into a work order with a click is great

Nachteile:

There is a lot of mousing and clicking to do - there are steps that seem redundant and it would be nice to have a master table for each work order to easily edit details in one location The online documentation is not what it should be - more of a glossary - needs more detail and instruction on functions

Great product - even better support

Kommentare: it has been great. solid to work with all of the team is great to work with

Vorteile:

Easy to use, web-based. always available. Tech support is over above other software we've used. cant go wrong with DM

Nachteile:

That the review software wouldn't let me write a good thing in the negative area. I don't have anything bad to say about the software

VALUE

Kommentare: DocketManager saved my bookkeeper half a days work every day - that's 20 hrs per week, 1,040 hrs saved per year! It pays for itself!

Vorteile:

Support - it was extremely easy to get started, and edits along the way were quick, and support went above and beyond to make sure that our daily use actually worked.

Nachteile:

only that we it was not available to us sooner

Good Saas

Kommentare: DocketManager helps us provide accurate pricing and track workflow of jobs through our shop. Allows us to keep an organized and clear view of what is happening whether we are on or off site.

Vorteile:

Ability to handle and most accurately many varieties of production.

Nachteile:

Too many touch points and clicks from start to finish.

couldnt operate without it

Kommentare: excellent product for my shop, couldnt operate without it

Vorteile:

time savings in general operation of shop. converting quotes to orders to invoice is saving me a lot of time

Nachteile:

almost too many options, cant keep up with it and use them all

Docket Manager

Kommentare: The slowness is a real issue but overall it’s a great programme

Vorteile:

I can access it anywhere and anytime. It’s very user friendly.

Nachteile:

It’s very slow - we have been told it’s because we are on the other side of the world and the programme is cloud based. Would still love it to be a lot faster.

Docket Manager Review

Kommentare: Docket Manager has been very good for us. It has opened up our eyes on procedures within our company. They have always been willing to help us out when needed.

Vorteile:

reorders are easy. quotes are much more accurate.

Nachteile:

getting all of our info in the system was difficult for us.

Docket Manager feedback

Kommentare: each day gets easier

Vorteile:

shows daily weekly and monthly sales totals at the top of the screen

Nachteile:

have to double click the save button on every entry

By far the best out there...

Kommentare: DocketManager is by far the best out there for what it does and offers. We switched from PrintSmith after we were "forced" to go to their new and "improved" cloud based version. Forget it!! DocketManager is the software to go with for the future of estimating, order creating, on-line ordering, invoicing, marketing, etc... IT DOES EVERYTHING you will ever need. Yes, it was a steep learning curve, but the support team was there each and every step of the way for me. With new features and improvements released on a regular basis, and with the exciting new interface coming soon, this is a no brainer for anyone looking for a Print Management system they can rely on.

My company has been using Docket Manager for almost 2 years now

Kommentare: Yes we have had a few bumps in the road through the 2 years of working with Docket manager system BUT my company has been around for almost 60 years and our CSR's have grown with the company, one of which has been here for over 30 years. With that grasping the technology and the change of the way "work flow" happens there is bound to be a few bumps. The best part is the Customer service at Docket manager is fantastic working with me to help change the way my CSR's create Quotes and Work orders. We still use a printed work order, some things need not change, but with docket manager our pricing stratagy is consistent and our transition from quote to order is seamless.

So far so good

Kommentare: Customer service so far has been fantastic.

Vorteile:

Ease of use and web to print features.

Nachteile:

Starting to using it & so far nothing.