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Etrieve Logo

Enterprise content management software

Table of Contents

Etrieve - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Etrieve overview

What is Etrieve?

Designed specifically for the education sector in the cloud, Softdocs’ Etrieve platform combines content management, electronic forms, electronic signatures, and workflow automation functionality into an easily scalable, seamless enterprise content management (ECM) experience for every user, whether on campus or online.

Starting price

Free

Alternatives

with better value for money


Pros & Cons

Ease of Use

Security and Access Control

Integrations

Pricing

Etrieve’s user interface

Ease of use rating:

Etrieve pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(7)
5(19)

What do users say about Etrieve?

Electronic forms and workflow has simplified complex processes for students and freed up staff to provide more individualized support.

Select to learn more


Who uses Etrieve?

Based on 26 verified user reviews.

Company size

Midsize Businesses

Small Businesses

Enterprises

Top industries

Education Management
Higher Education
Primary/Secondary Education
E-Learning
Others

Use cases

Forms Automation
Workflow Management
Enterprise Content Management
Higher Education
Digital Signature

Etrieve's key features

Most critical features, based on insights from Etrieve users:

Customizable templates
Customizable forms
Access controls/permissions
Workflow management
Forms management
Drag & drop
Collaboration tools
Third-Party integrations

All Etrieve features

Features rating:

Access controls/permissions
Activity tracking
Alerts/Notifications
API
Approval process control
Archiving & retention
Audit trail
Authentication
Autofill
Business process automation
Collaboration tools
Commenting/Notes
Compliance tracking
Conditional logic
Configurable workflow
Content management
Customizable branding
Customizable fields
Customizable forms
Customizable templates
Data security
Document capture
Document management
Document review
Document storage
Drag & drop
Electronic forms
Electronic signature
Faculty/Staff management
For higher education
Forms creation & design
Forms management
Full text search
Graphical workflow editor
Indexing
Metadata management
Mobile access
Multi-Party signing
Process/Workflow automation
Progress tracking
Project workflow
Real-Time data
Real-Time notifications
Reminders
Reporting/Analytics
Role-Based permissions
Rules-Based workflow
Search/Filter
Secure data storage
Single sign on
SSL security
Status tracking
Student management
Surveys & feedback
Task management
Template management
Third-Party integrations
Web forms
Workflow configuration
Workflow management

Etrieve alternatives

Etrieve logo

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Empty state illustration for "No pricing info"

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19

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Jotform logo

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DocuWare logo
visit website

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Etrieve pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Etrieve price and value

Value for money rating:

To see what individual users think of Etrieve's price and value, check out the review snippets below.

“We use a combination of HTML, JavaScript, and CSS create the majority of our forms, and many of them are integrated with SQL databases.”
KJ

Kyle J.

Coordinator of Institutional Research and Effectiveness

“The learning curve for staff end users is shallow, and our ability to do amazing things with our forms and data is extremely high.”
MV

Mark V.

CIO

Etrieve integrations (4)

Integrations rated by users

We looked at 26 user reviews to identify which products are mentioned as Etrieve integrations and how users feel about them.

Integration rating: 3.0 (2)

Ellucian logo
Ellucian

Integration rating: 4.5 (2)

Our campus runs on Ellucian programs

Banner is our ERP provider

KG

Kristin G.

Archives Manuscript Curator

1/2
SmartFusion logo
SmartFusion

Integration rating: 4.0 (1)

We integrate our RPOs, W4 (federal and state), and direct deposit authorization. This integration reduces the ability for human keying error, especially with the W4 and direct deposit authorization forms. The electronic RPOs make our district more efficient and allow for orders to be processed more quickly by obtaining electronic approvals. The ability for the user who initiated the form to track where the form is in the workflow also vital. No lost paper forms!

KW

Kendra W.

Business Systems Coordinator

Integration rating: 5.0 (1)

Etrieve support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
FAQs/Forum
Knowledge Base
Chat

Training options

In Person
Live Online
Webinars
Documentation
Videos

Etrieve FAQs

Q. Who are the typical users of Etrieve?

Etrieve has the following typical customers:
Freelancers, Large Enterprises, Small Business, Mid-size Business

These products have better value for money


Q. What level of support does Etrieve offer?

Etrieve offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base, Chat

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