Ensure the right fit,
before you commit.

Confirm DX meets all your needs
in 1 week.

Our Pilot Program was designed to be the most efficient and cost-effective way to confirm our team and software meet and exceed your document management requirements. We understand the complexity of vetting software, gaining buy-in, implementing new software, and achieving end-user adoption. We project manage each of these steps, so you can feel 100% confident when you choose to work with us.

Why do a Pilot?


Ensure DX meets your requirements in a true proof-of-concept trial.


Verify our solution truly delivers value to your organization.


Confirm you enjoy working with us and get the support you need.

How does the Pilot Program work?

Step 1 - Define your scope of work (SOW)

We start with a phone call to discuss what you need to see DocuXplorer perform to feel confident partnering with us. Remember, this is a proof of concept, not a complete buildout of your system.

Some examples include:

  • Installing DX on your server or the DX Private Cloud
  • Building a segment of your taxonomy hierarchy
  • Migrating a sample of files into DX
  • Scanning and indexing a sample of files
  • Setting permissions

Step 2 - Set your timeline

Based on the SOW, we'll estimate the length of the Pilot. Pilot Programs are packaged by the week and include a minimum of 5 hours of expert consulting and training time. Typically, Pilots last 1 to 2 weeks. We'll send you an Order Form to sign, confirming the SOW, pilot length, and your license subscription quote.

Step 3 - Accept or Reject

At the end of the Pilot, your order form will be executed and we’ll waive your upfront onboarding costs! If we’re not the right fit, you can terminate your order form anytime during the Pilot. It's that simple.

Pilot Program Pricing

The length of the Pilot is determined by your required Scope of Work. You will receive free access to the software for unlimited users, plus five hours of expert consulting time per five business days to accomplish the SOW. Unused hours do not roll over to the next week. Additional hours can be purchased by the hour.

If you would like to perform the Pilot on DX's Private Cloud server, you can opt in for hosting. This is billed monthly and is limited to 5 DX licenses during the Pilot.

Pilot Program Pricing


Free trial of DocuXplorer software for unlimited users

5 hours of DocuXplorer consulting time
(per 5 consecutive business days)

$985.00 / week

Additional consulting hours


DX Private Cloud Hosting Option

Optionally, try DX on your own Private Cloud Server. (Limited to 5 Licenses during the trial)

$99.00 / month
Total Recurring
$985.00 / week$99.00 / month

Total Due Today$0.00

Pilot Program FAQs

Do you offer a free trial?
We no longer offer unsupervised trials of the software. The Pilot Program was designed to provide a hands-on, guided proof of concept so you quickly understand the effectiveness of the software and confirm it meets your individual requirements.

How long do Pilots last?
Typical pilots are completed in 1-2 weeks based on the scope of work you require.

How much does the Pilot Cost?
Pilots are billed at the end of each week (5 business days) for a total of 5 consulting hours at $175/hr. Unused hours are not reimbursable and do not roll over to the next week. Additional hours can be purchased for $175/hr.

How is the Pilot hosted?
You can install DX on your own server on-premises or we also offer a hosted version on your own Private DX Cloud Server. The hosted option is billed monthly and can host up to 5 concurrent DX licenses.

What is the order form?
The order form is a signed contract that states the contract length, price, and start and end dates. It is signed in order to begin the Pilot Program. The order form can be revised or canceled at any time during the Pilot Program. You will be invoiced for the Order Form amount at the completion of the Pilot Program on the subscription start date stated on the order form. You are responsible for weekly Pilot Program payments until your order form is paid or canceled.

What if I decide DX is not the right solution for my company?
You can cancel your order form at any point during the Pilot Program.

What if I want more help finishing my taxonomy or building a workflow?
Once your DX subscription is active, you can purchase additional taxonomy sessions, workflows, and templates on an as-needed basis. Check out our consulting and support price sheet.

Do I have to pay for onboarding if I complete a Pilot?
No, the onboarding program fee is waived if you complete a pilot.

What is the difference between users and concurrent licenses?
Users are the number of people accessing the software, each with their own permission settings and custom profiles. Concurrent licenses are the number of users that can be logged into the software at the same time. We find most businesses require DX licenses for 30-60% of the total number of users.

What happens after the Pilot?

On completion of the Pilot, your order form will be executed and payment for your subscription will be due. Once payment is made, your licenses will become active and your Account Manager will reach out to walk you through the next steps as part of our Onboarding Program.


Finish DocuXplorer Setup
Your Account Manager will help identify what is left to complete to finalize your DX setup and project manage those next steps.


Adoption Training
Once you're set up it's time to get your end-users using the system. Your dedicated Success Coach will schedule 3 (1-hr) sessions with you and your power-users to create a comprehensive onboarding for your staff. This will be done through video meetings, screen shares, On-Demand videos, or getting started PDFs based on your preferences.


Continued Success
Your account manager will schedule quarterly meetings to check in and make sure you're taking full advantage of the tools you have access to and let you know about new features that are regularly added. They will be your go-to contact for any questions you have.

What our clients are saying...

“DocuXplorer has proven to be an invaluable asset to our firm. Having the right technology in place has kept us flexible with the change in how we do business due to Covid-19. DocuXplorer has enabled our staff to stay productive, ensuring everyone has access to the files they need, even while working remotely.”

Edward Ronan, Partner, Actis-Grande, Ronan & Co.

"I've nothing but a great experience with this software.  The tech support has been very responsive and attentive to my requests.  I would recommend this to any of my business partners."

Bret Irving, Great Central Transport Warehouse, Inc.

"I am sold on the power of document management, and the software called DocuXplorer. With over 380,000 documents on our system, we can find any vendor invoice back almost five years now in seconds."

Rick Cordary, EDCO Awards & Specialties

"I want to let you know that DocuXplorer has made my life much, much easier. I passed my recent branch audit with no recommendations. Moreover, the auditor was so impressed with your software that he has been recommending it to other National Financial Partners (NFP) representatives he audits who are in need of document management software."

Kimberley Holcomb, Holcomb Wealth Management

Your document management solution partner