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Document Management Software with Business Process Automation (2026)

Last updated: April 2026

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124 software options

Connecteam logo

Enhance employee management with the only all-in-one app

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Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free!

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monday.com logo

Project management software

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With monday.com work OS you can create, store and manage all documents and forms in one place. Automate document creation and approvals, share and collaborate in real-time, track and review past edits through document search, and maximize security by centralizing everything in one place.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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Microsoft SharePoint logo

Collaboration & content management platform

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SharePoint is a collaboration & content management platform which can be used to build portals, collaboration sites, & also content management sites

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Wrike logo

AI powered workflow management platform

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Wrike is a work management software used by 20,000+ companies. Streamline your document management with cloud-based, in-context file storage. Share documents within request forms and tasks and shorten your approvals with visual proofing. Simplify document management with Wrike's 400+ integrations.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Aha! logo

Platform for strategic product roadmapping

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Aha! Knowledge is the product information hub. Create internal wikis and knowledge bases to share content. Draft docs fast with AI and 100+ templates. Plus, include diagrams with built-in whiteboards. Use Aha! Knowledge with Aha! Roadmaps to document product information alongside strategic plans.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates document creation, storage, and tracking—connecting proposals, contracts, and files directly to CRM data. With templates, approval flows, and ERP/email integrations, teams manage documents efficiently and maintain full version control across the sales process.

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Revver logo

Cloud based, dynamic document-work management system

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eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork.

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Nifty logo

Project management, task tracking, & team collaboration hub.

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Nifty is a remote collaboration hub designed to manage projects, goals, communications, and teams all in one place. With Nifty, all over the place becomes all-in-one place. Every part of managing a project's lifecycle is here.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a 100% FREE document management platform used by over 12 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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KAWAK logo

Business management and document control solution

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kawak is a business management and document control solution that helps businesses manage audits, equipment, risks, human talent, and more from a centralized platform. It allows staff members to utilize the built-in customer service module to set up PQRS

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Acquia DAM (Widen) logo

Digital asset management with service beyond compare

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Award-winning document management solutions and services.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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M-Files logo
Category Leaders

Cloud-based document management platform.

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M-Files ends info chaos. Find documents fast with intelligent search. Automate workflows & collaborate seamlessly. Work smarter, not harder.

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GoFormz logo

Capture better data with digital forms

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Simplify document management with digital forms and turn-key integrations. Your digital forms can look exactly like existing documents or entirely new versions. Forms are instantly saved to the Cloud and can be automatically routed to connected systems, like Salesforce, Box, Google Suite, and more.

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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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Ideagen Quality Management logo

Quality, compliance, safety and risk management

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Ideagen Quality Management is a quality, safety and risk management system offering tools for audit management, document control incident management, corrective actions and more

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is a cloud-based software service that enables businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. Collect information using mobile devices, share that information and easily integrate with existing backend systems.

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Daruma logo

Software to automate quality management processes.

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Daruma software computerizes quality management and continuously improves business processes. Based on the international standard ISO 9001:2015, it is designed to save time and optimize processes to implement an integrated management system.

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Square 9 logo
Category Leaders

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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Filestage logo

For teams to manage their content review process

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Online proofing software for every stage of the creative review process. Share assets, collect feedback, compare versions, and track approvals in one place.

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DocuWare logo
Category Leaders

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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