List of the Top 25 Document Management Software in 2026

Revolutionizing the management of essential financial documents like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase streamlines the process by converting paper records into digital formats. This transformation allows for the consolidation of documents into a user-friendly repository, making data storage and retrieval more straightforward while improving security and ensuring compliance.

With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.

ONLYOFFICE Docs serves as a robust and secure online office suite tailored for teams and companies of all dimensions. Users can create and modify documents, spreadsheets, presentations, fillable forms, and PDFs seamlessly. The platform allows for real-time collaboration among team members through two co-editing modes, along with features like version history and various other tools. By enabling your preferred AI assistant—such as ChatGPT, DeepSeek, Mistral, or Groq AI—you can generate new content, summarize information, translate text, and leverage additional functionalities while working on your office files. Furthermore, ONLYOFFICE Docs can be integrated into your existing business platforms, including but not limited to Odoo, Alfresco, Confluence, Pipedrive, Nextcloud, Redmine, and SuiteCRM, through a wide array of integration applications (with over 40 options available). Additionally, you can utilize Docs within the ONLYOFFICE DocSpace, a collaborative platform designed around document teamwork, which comes equipped with the entire online office suite. This allows users to create specific spaces for various projects, invite team members, set access permissions, and collaborate in a manner that suits their needs. With DocSpace, you can not only store, share, and co-edit office files but also engage with external parties, expanding the possibilities of collaboration beyond your immediate team.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

LogicalDOC enables organizations worldwide to effectively manage their documents and streamline their workflows. This top-tier document management system (DMS) prioritizes business process automation and efficient content retrieval, empowering teams to create, collaborate, and oversee substantial amounts of documentation seamlessly. Additionally, it consolidates critical company information into a single centralized repository for easy access. Among its standout features are drag-and-drop uploads, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, and integrated workflows that enhance productivity. Experience the benefits firsthand by scheduling a complimentary, no-obligation one-on-one demo today, and discover how LogicalDOC can transform your document management practices.

Interfacing’s IMS is an AI-enabled platform that combines business process modeling, quality management, controlled documentation, and governance/risk capabilities in a single hub. Organizations rely on IMS to document and automate workflows, maintain versioned records, manage risk programs, and keep compliance activities aligned with regulatory requirements through full lifecycle traceability. Developed for industries where accountability and oversight are essential, including aerospace, pharma/biotech, finance, and government, IMS delivers operational insight, workflow automation, and intelligent recommendations that help reduce risk and improve quality outcomes. The platform holds ISO 27001 certification and includes 21 CFR Part 11 validation, supporting secure use in high-compliance environments. Additional capabilities include low-code app creation, AI-based process mining, audit management, CAPA and training modules, and performance dashboards. AI improves governance accuracy, strengthens compliance posture, and supports ongoing improvement.

Connecteam is a comprehensive mobile application tailored for employees who work outside of traditional desk environments. It offers essential tools for overseeing and coordinating field staff, featuring options for communication, workflow management, scheduling, and time tracking. With just a few simple clicks, you can unify your mobile workforce. The desktop Launchpad enables seamless collaboration, operational management, skill development, and employee engagement monitoring. In no time, you can design a fully-branded mobile app for your organization, incorporating elements like safety checklists, orientation programs, product catalogs, and shift management features. Additionally, you have the flexibility to personalize the app's functionalities to meet your specific requirements. You can also analyze team interactions with company resources, allowing you to identify areas for improvement and enhance efficiency. Connecteam empowers both managers and employees to streamline their processes, enabling a greater focus on growth. The platform supports various integrations, including Google Calendar, Gusto, QuickBooks Payroll, Xero, and more, ensuring a seamless experience for users. Ultimately, this all-in-one solution is designed to enhance productivity and engagement among non-desk employees.

Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

Discover a comprehensive Document Management Software that enables you to Capture, Centralize, Manage, and Protect all of your physical documents, digital files, and emails. Access your information effortlessly from anywhere—be it in the office or on the move—using any Web Browser or our mobile applications designed for both Android and iOS devices. Docsvault streamlines document management, sharing, and collaboration for businesses regardless of their size. As your business grows, ensure that your document workflows are efficient and organized! Move towards a paperless workspace by scanning your paper documents and systematically organizing them with Docsvault's sophisticated Document Scanning Software. Document Scanning and Digitization in document management refers to the process of converting physical documents into digital formats, capturing vital data, and securely storing them in a centralized system for easy future retrieval. With built-in scanning features, Docsvault simplifies the digitization process of your paper documents, guaranteeing that your information is readily accessible. Additionally, this software significantly boosts productivity and cultivates a more organized and efficient work environment, allowing teams to collaborate seamlessly. Embrace the future of document management and transform how your organization handles information.

Our web application and API facilitate the effortless creation of PDF documents, including invoices and letters. To get started, prepare your Word template by inserting tags at the locations where you wish to include dynamic content. You can then submit your data in either JSON format or an Excel file. The system will produce a document for every data entry, substituting the tags in the template with the corresponding real data. With robust customization options, businesses can easily generate PDF documents tailored to various needs. After uploading your template, the merge tags are automatically recognized based on its content. Our REST API is designed to help you craft personalized solutions for your organization. You can efficiently generate large volumes of PDF documents, such as contracts and letters, in a single go. Simply use the Generate Document API with your data, and a PDF will be created from the chosen template in a matter of seconds, streamlining your document generation process significantly. Whether you need one document or thousands, our system is equipped to handle your requirements swiftly and accurately.

PrizmDoc empowers web developers to incorporate secure and dynamic HTML5 document viewing and editing functionalities, along with native spreadsheet capabilities, directly into their web applications or system solutions. Its remarkable adaptability ensures support across almost any platform and programming language that can perform REST API calls. Users can easily activate or deactivate key features based on the specific requirements of their applications, and implement user-specific permissions to safeguard proprietary information. Additionally, customization of the UI layout and style is available to enhance user experience. PrizmDoc can either be self-hosted within your own infrastructure or utilized via a fully managed backend provided by Accusoft’s public or private cloud services. Furthermore, Accusoft offers exceptional support through its Enablement Services, facilitating a smooth implementation of PrizmDoc for all users. This comprehensive flexibility and support make PrizmDoc an ideal choice for modern web development needs.

Global OEMs, SaaS providers, and enterprise users utilize the Adobe PDF Library to streamline the processes of creating, editing, and managing PDF documents. As an authorized Adobe partner, our SDK is built using the same source code as Acrobat, ensuring top-notch stability, reliability, and quality. Supported programming languages include .NET, .NET Framework, Java, and C/C++, and it is compatible with platforms such as Windows, Linux, and MacOS, with package management facilitated through NuGet and Maven. The library boasts a wide range of capabilities, encompassing annotations, content creation and modification, color management, and various extraction options for text, images, and forms. It also offers features for compression, optimization, and conversion to formats like PDF/A, PDF/X, EPS, PostScript, XPS, and ZUGFeRD, along with robust display and printing options. Moreover, it allows for the import, export, and flattening of both static and dynamic XFA forms, along with AcroForms, and supports a variety of image operations including extraction, rendering, and thumbnail creation. The optimization functionality enhances file size and content, while OCR capabilities enable text addition to documents and images. Additionally, users can convert PDFs to Office formats such as Word, Excel, and PowerPoint, and implement security measures including viewer settings, redactions, password protection, encryption/decryption, and watermarking. Pricing structures are adaptable for OEMs, SaaS solutions, and end-users, based on their specific usage needs. Accelerate your development process and reach the market more swiftly with the Adobe PDF Library; take advantage of the free trial available for download today.

Docubee, a brand under Accusoft, serves as an advanced platform for automating contracts, allowing companies to efficiently create, oversee, sign, and monitor digital agreements all within a single secure environment. This innovative tool empowers users to collect essential customer information, generate contracts through generative AI or customizable templates, and streamline processes with adaptable workflows. Furthermore, Docubee offers seamless integration with users' current websites or systems through its API, as well as compatibility with numerous applications and CRMs via both native and webhook integrations. This combination of features enhances operational efficiency and fosters better contract management for businesses of all sizes. For further details, please visit docubee.com.

FormKiQ is an innovative document management system that can significantly reduce development time and associated costs, thanks to its scalable architecture utilizing top-tier cloud technologies from AWS. Its API-centric design, along with a powerful front-end client, allows FormKiQ to function as either a headless or web-based solution, or even a combination of both, ensuring versatility in integration. Regardless of the method you choose, you gain full access to the complete code without the hassles typically involved in creating document management software from the ground up. Additionally, FormKiQ offers a free open-core version known as FormKiQ Core, which includes the fundamental features necessary for effective document management, alongside its Pro and Enterprise offerings. This makes it an appealing option for businesses seeking a comprehensive solution without the hefty price tag.

Minimize the time dedicated to paperwork while enhancing your data recording, tracking, and storage processes. With our user-friendly, no-code platform, you can create online forms and applications in less than five minutes at an affordable price. This software is designed to streamline your workflows by identifying and eliminating unnecessary tasks, ultimately boosting your return on investment. If you're uncertain about the potential benefits, feel free to utilize our ROI calculator. Additionally, take advantage of a 30-day free trial, and upon subscribing, we will assist in transitioning five of your paper forms to digital formats. Our packages come equipped with enterprise-level features that scale effortlessly across various screen designs, data integrations, and form submissions. Each Appenate package ensures the quick development and deployment of branded business applications compatible with Windows, Android, and iOS devices. Utilizing cloud-based visual tools, users can easily create intuitive interfaces for diverse applications and build advanced dynamic forms to capture all necessary information efficiently. With pre-configured data connectors for numerous cloud services and the ability to expand through API integrations, Appenate streamlines the output process using templates. Mobile app users can also format their raw data into Word or Excel templates while on the go, enabling them to export to PDF easily for sharing via email or for storage purposes. This flexibility not only enhances productivity but also ensures that your data is accessible anytime, anywhere.

For more than ten years, Vialect has been assisting organizations in linking individuals, resources, and skills. Noodle, an all-encompassing platform, enables both in-office employees and remote teams to share ideas, produce content, coordinate schedules, and conduct video meetings, all on a single secure platform. Additionally, users can choose between on-premise and cloud hosting options to suit their needs. This flexibility ensures that teams can work together seamlessly, regardless of their location.

BrandOffice® is an innovative software solution from BrandQuantum that integrates effortlessly with Microsoft Office applications. This tool enables employees to produce uniform brand materials, including documents, PowerPoint slides, and Excel spreadsheets, thereby maintaining the brand’s relevance through its evolution. With BrandOffice®, your brand’s documentation standards are centralized within Microsoft Word, Excel, and PowerPoint. You can standardize various elements such as color palettes, typography, and document styles, ensuring a cohesive visual identity. Additionally, it allows for consistent formatting of page settings, margins, and fonts across documents. As your brand transforms, you have the flexibility to adapt your documentation dynamically, accommodating variations in branding standards like language and formatting that may arise in different regions. This adaptability is essential for maintaining a strong and consistent brand presence globally.

The KRYSTAL Document Management System, entirely accessible via web browsers, is offered by Primeleaf Consulting Private Limited, a company located in Mumbai, India. This acclaimed software solution simplifies document management and is recognized for its user-friendly installation, configuration, and operation, allowing users to focus more on engaging with customers rather than dealing with cumbersome administrative tasks and paperwork. With its straightforward interface and efficient functionality, KRYSTAL empowers organizations to streamline their operations significantly.

Chatabox is a highly adaptable cloud-based CRM solution that is not only user-friendly but also starts at an affordable price of just $6 AUD per month. This software offers streamlined workflows and automation capabilities that greatly enhance the efficiency of sales and lead management. Among its many features are the ability to track and share contacts, manage emails, handle attachments, and schedule appointments seamlessly. Users can easily store and request quotes as well as proposals, and generate invoices through customizable dashboards. With Chatabox, you can access crucial information anytime and from any location, ensuring you stay productive regardless of where you are. Our platform is designed to be both smart and effective, allowing for customization to suit your specific requirements. By implementing efficient processes tailored to your needs, you can significantly reduce costs, minimize errors, and boost overall productivity, making your business operations smoother and more effective than ever before.

Property Matrix stands out as a premier solution for managing residential, commercial, and mixed property portfolios. This fully cloud-based system is crafted for mobility, allowing you to access your property management tools in real-time from any device, which means you can oversee your assets from virtually anywhere. The software boasts enterprise-level accounting capabilities, adept at addressing even the most intricate financial requirements, alongside customizable reports, templates, and workflows tailored specifically to your business needs. Among its essential features are tenant and owner portals, automated lease generation, online application processes, check scanning functionality, and integrated marketing tools that effortlessly post vacancies to leading listing sites with a single click. Property Matrix also enhances maintenance management by enabling tenants to submit requests online while allowing vendors to effectively oversee work orders. Its sophisticated CAM management, adjustable settings, and powerful automation capabilities help streamline operations, thereby saving time and lowering costs. Supported by top-tier customer service, Property Matrix is designed to scale smoothly, accommodating property managers whether they oversee 50 or 5,000 units. The platform has garnered the trust of property managers around the globe, who rely on it to boost efficiency, elevate tenant satisfaction, and foster business growth, all while simplifying their management tasks. With its innovative tools and robust support, Property Matrix is not just a software solution; it is a comprehensive partner in property management success.

Klyck empowers businesses to secure more deals while fostering robust relationships. By ensuring that sales teams access the appropriate sales and marketing materials at critical moments, Klyck enhances the quality of customer interactions. Its insightful data analytics enable sales and marketing leaders to grasp customer engagement levels and formulate effective sales strategies. By merging content intelligence with training integration and customer segmentation, Klyck transforms any sales representative, whether experienced or novice, into a competent sales professional. Discover how Klyck’s automated sales solutions assist B2B clients in refining their sales processes, increasing deal closures, and optimizing the use of sales materials. Navigating a complex B2B sales cycle can be challenging; however, our platform streamlines customer dialogues by enhancing sales alignment, significantly minimizing the time needed to locate sales content, and delivering impactful data analytics on customer engagements. Moreover, Klyck’s innovative approach ensures that sales teams are not just equipped but are also empowered to excel in a competitive marketplace.

Optix provides a range of adaptable solutions such as document management, workflow automation, and records management tailored for organizations with multiple users. With Optix, businesses can efficiently store, route, secure, and capture content in a variety of formats while also managing numerous revisions. Its clientele spans across Fortune 500 companies, federal, state, and local government entities, as well as small to medium-sized businesses. Additionally, Optix delivers both cloud-hosted and on-premise options that seamlessly integrate with other business applications, ensuring flexibility and efficiency in operations. By catering to diverse organizational needs, Optix enhances productivity and streamlines processes across different sectors.

Foxit PDF Editor provides a comprehensive set of tools for editing, viewing, creating, organizing, sharing, collaborating, securing, OCR processing, exporting, and e-signing PDF documents. It caters to both small and medium-sized businesses as well as larger enterprises, and is accessible across various platforms including desktop, mobile, and web—making it convenient for use at home, in the office, or while traveling. Its affordability and user-friendly design ensure that even those new to the software can quickly get up to speed, which is especially beneficial for remote workers and international teams who need to communicate and provide feedback around the clock from any location. The software is ideal for both individuals and teams tasked with the creation, review, editing, management, sharing, and securing of PDF files. For larger organizations, Foxit PDF Editor+ includes enhanced features such as advanced editing, collaboration tools, and robust security options that are often necessary in more complex business environments. In this way, Foxit PDF Editor enables seamless workflows and enhances productivity across various industries.