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Top Rated Document Management Software with Customizable Fields in 2026

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Verified reviewer profile picture

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

Last updated: March 2026

Customizable fields in document management software allow users to personalize documents, forms, and templates to meet specific needs. This enhances data collection, streamlines workflows, and improves overall productivity by reducing manual adjustments. Our reviewers in document management software rated this feature as highly important.

6 Best Document Management Software with Customizable Fields

Product
User rating
Starting price
monday.com logo
4.6
(5.7K)
9
per user/per month
Notion logo
4.7
(2.7K)
12
per user/per month
Adobe Acrobat logo
4.7
(4.1K)
19.99
per user/per month
Docusign logo
4.7
(9.2K)
15
flat rate/per month
Jotform logo
4.7
(2.7K)
39
flat rate/per month
Google Workspace logo
4.7
(17.4K)
7
per user/per month

See other top Document Management products with customizable fields

How we picked the 6 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Document Management software category. They also needed to have sufficient reviews about customizable fields, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for customizable fields, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 6 best products

monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Secure Data Storage
Document Storage4.3

User insights about the customizable fields feature

Reviewers indicate that monday.com's customizable fields enhance project management by allowing users to tailor fields to specific project needs. They appreciate the flexibility in categorizing tasks, customizing boards, and adding various field types. However, some users find the customization options complex and not as robust as desired. Overall, the feature is seen as essential for improving workflow efficiency.

See related user reviews

“It's important for us to actually have the data we need, with this platform we're able to customize the fields allowing the team to access the data they need when they need it. We also can put the fields where we think works best for us. ”
CR

Carmen R.

General Manager

“Having the ability to customize fields really makes monday a versatile platform. I think with this feature alone anyone could find a way to use the platform to streamline aspects of their day and make their work life more efficient.”
RS

Robert S.

Digital Content Coordinator

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
Notion logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(638)
5(2,047)
Key Features
Secure Data Storage
Document Storage4.5

User insights about the customizable fields feature

Reviewers praise Notion's customizable fields for their flexibility and ability to create tailored workflows and databases. They appreciate the extensive customization options, including templates and the ability to build complex workflows. Users find this feature essential for personalizing data management and enhancing productivity, though a few mention that it can be overwhelming or unclear.

See related user reviews

“Customizable fields are very flexible and allow me to create tailored properties for tasks and databases that suit specific project needs, making it truly personalized.”
MP

Matteo P.

Graphic Designer

“Customizable Fields are one of the biggest benefits of Notion. This allows you to create templates for repeated tasks or to organize your information similar to a database.”
SG

Shella G.

Marketing Specialist

Starting price
12per user /
per month
Pros and Cons based on 2,702 verified reviews

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details
Adobe Acrobat logo
Reviews Sentiment
 
 
 
1-2(31)
3-4(1,101)
5(3,032)
Key Features
Secure Data Storage4.5
Document Storage4.6

User insights about the customizable fields feature

Users find Adobe Acrobat's customizable fields highly useful for tailoring documents to specific needs, such as contracts and forms for electronic signatures. They appreciate the flexibility in editing, converting, and organizing documents, though some find the feature difficult to use. Reviewers also highlight the importance of customizable fields for improving document content and adhering to security policies.
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“It is highly flexible. for example, I can design forms any way I want, like creating drop-down lists, checkboxes, and text fields, etc. ”
Verified reviewer profile picture

tshegofatso r.

Administration

“Not always do the fields align with what we are needing on a contract to contract basis so to be able to customize these fields is extremely helpful in making sure that we are not doing unnecessary work”
JA

Jessica A.

Customer service manager

Starting price
19.99per user /
per month
Pros and Cons based on 4,164 verified reviews
Verified reviewer profile picture

Efficient document sharing

Seamless integration with other tools

Comprehensive PDF editing features

Robust document security

Convenient diGital signing

Inconsistent font editing

Slow performance and high resource usage

High cost concerns

Frequent updates and version issues

Complicated page navigation

See pros and cons details
Docusign logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,902)
5(7,281)
Key Features
Secure Data Storage4.7
Document Storage4.6

User insights about the customizable fields feature

Users value DocuSign's customizable fields for their ability to tailor documents to specific client needs, making the signing process clearer and more efficient. They highlight the ease of adding and editing fields, as well as the integration with CRM systems to reduce errors. Some users, however, do not use this feature frequently or find it unnecessary for their needs.
Verified reviewer profile picture

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“Customizable fields are important in DocuSign because they allow me to tailor the signing experience to my specific needs, making the process clearer and more efficient for all parties involved.”
Verified reviewer profile picture

Klifton G.

President

“The customizable fields is big for our business, as we integrate docusign into our CRM. This allows us to read and import fields from our CRM into the forms on docusign, which essentially shortens the process for the sender as removes typo errors.”
KC

Katie C.

Admin

Starting price
15flat rate /
per month
Pros and Cons based on 9,254 verified reviews
Verified reviewer profile picture

Efficiency and time savings

Convenient diGital signing

Robust security features

Environmentally friendly paperless operations

High costs and confusing pricing

Challenges with email management

Technical and customer support issues

See pros and cons details
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(699)
5(2,031)
Key Features
Secure Data Storage4.7
Document Storage4.4

User insights about the customizable fields feature

Reviewers appreciate Jotform's customizable fields for their flexibility and ease of use. They find it valuable for tailoring forms to specific business needs, including integrating with CRM systems and adding various field types like star ratings and file uploads. Users also mention the ability to customize fields with CSS and the wide range of options available, although some note limitations with built-in product lists and widgets.
Verified reviewer profile picture

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“I love all the options I am given: star ratings, file uploads, personal details fields, multiple choice, date picker, etc. It has allowed me to diversify my forms and keep them looking fresh and new for better employee/customer engagement.”
JL

Jenna L.

Project Manager

“Different forms serve different purposes, and you might want to collect different kinds of information. There are a variety of fields to choose from and customize in Jotform, in order to design your forms for specific purposes and specific information.”
Verified reviewer profile picture

Dedre M.

Owner

Starting price
39flat rate /
per month
Pros and Cons based on 2,771 verified reviews
Verified reviewer profile picture

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Google Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,154)
5(13,150)
Key Features
Secure Data Storage4.7
Document Storage4.7

User insights about the customizable fields feature

Users appreciate the customizable fields in Google Workspace for their ability to tailor data and documents to specific needs, enhancing productivity and collaboration. They find it useful for creating templates, forms, and databases in apps like Google Sheets and Google Forms. Some users, however, do not use this feature frequently, relying on pre-built options instead.

See related user reviews

“Customizable fields in Google Workspace, often associated with Google Workspace's various apps like Google Sheets, allow users to tailor their data and documents to specific needs. Customizable fields enable users to create templates, forms, and databases that align precisely with their unique requirements, whether it's for project management, CRM, or data analysis.”
AA

Abhishek A.

Data Analyst

“Customizable fields in Google Workspace (formerly G Suite) offer several advantages. They allow you to tailor the platform to your specific business needs and workflows, enhancing productivity and efficiency. By creating custom fields in apps like Google Sheets or Google Forms, you can capture and organize data in a way that aligns with your company's processes. This flexibility enables you to track and manage information in a manner that suits your unique requirements, making it easier to analyze and make informed decisions.”
sp

somanath p.

cashier

Starting price
7per user /
per month
Pros and Cons based on 17,469 verified reviews

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details

Other Top Rated Document Management Software with Customizable Fields in 2026

QT9 QMS logo

QT9 QMS

Fully Validated QMS for Compliance and Quality Automation

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Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. QT9 QMS enables you to access the latest version of your documents anytime, anywhere within a web browser. Start a free 30-day trial today.

Read more about QT9 QMS

Users also considered
Google Workspace logo

Collaboration application suite for teams

Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Read more about Google Workspace

Users also considered
Docusign logo

Electronic signature & document approval software

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Read more about Docusign

Users also considered
Connecteam logo

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

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

Read more about Connecteam

Users also considered
monday.com logo

Project management software

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.

Read more about monday.com

Users also considered
Adobe Acrobat logo

PDF editing with e-signatures and document review tools

Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

Read more about Adobe Acrobat

Users also considered
Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

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.

Read more about Jotform

Users also considered
iLovePDF logo

Document generation and management software

iLovePDF’s document management suite includes 25+ tools for organizing, editing, and sharing documents. Features like file compression, OCR, and digital signatures deliver secure, flexible solutions for businesses seeking efficient document handling across their devices.

Read more about iLovePDF

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
Wrike logo

AI powered workflow management platform

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.

Read more about Wrike

Users also considered
Smallpdf logo

PDF document management and conversion suite

Smallpdf is a desktop, mobile & cloud-based PDF document management and conversion tool, providing a suite of 21 tools to create, convert and edit documents.

Read more about Smallpdf

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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

Read more about PandaDoc

Users also considered
pdfFiller logo

Online PDF form filler & editor

pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

Read more about pdfFiller

Users also considered
Process Street logo

AI-enabled compliance operations platform.

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.

Read more about Process Street

Users also considered
Aha! logo

Platform for strategic product roadmapping

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.

Read more about Aha!

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

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.

Read more about Ploomes CRM

Users also considered
Revver logo

Cloud based, dynamic document-work management system

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.

Read more about Revver

Users also considered
Signeasy logo

eSignature and contract management platform for businesses.

Signeasy is a cloud-based solution designed to help businesses streamline contract management. Businesses in the banking, construction, education, healthcare, human resources, IT operations, legal, real estate and sales industries use Signeasy to sign, send, and manage contracts.

Read more about Signeasy

Users also considered
Smokeball logo

Cloud-base legal practice management tool for law firms

Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

Read more about Smokeball

Users also considered
Nifty logo

Project management, task tracking, & team collaboration hub.

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.

Read more about Nifty

Users also considered
Nitro PDF logo

Document generation and management software

Nitro excels at document management by streamlining workflows and enhancing collaboration. Facilitate efficient communication and feedback through Nitro’s robust commenting, markup, stamp, and annotation tools.

Read more about Nitro PDF

Users also considered
Workable logo

HR platform for hiring and employee management

Workable is an all-in-one HR platform that combines applicant tracking, employee management, and time tracking functionalities. The system offers AI-based candidate sourcing from a database of profiles, customizable workflows for hiring processes, and comprehensive onboarding tools with digital document management capabilities.

Read more about Workable

Users also considered
Bitrix24 logo

All in one business management workspace

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.

Read more about Bitrix24

Users also considered
CosmoLex logo

Web-based legal practice management & accounting software

CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

Read more about CosmoLex

Users also considered

Key features for Document Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Secure Data Storage: Reviewers highlight encryption, multi-factor authentication, and audit logs as key features for protecting sensitive information and ensuring data integrity. 91% of reviewers rated this feature as important or highly important.
  • Document Storage: Users appreciate the organization, accessibility, and version control features, allowing efficient management and retrieval of documents. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers value the ability to set permissions, real-time collaboration, and secure sharing options for effective teamwork and data privacy. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users emphasize the convenience of accessing, editing, and sharing documents from mobile devices, enhancing productivity on the go. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the importance of granular permissions to manage who can view, edit, or share files, ensuring data security and compliance. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users appreciate the convenience and security of signing documents digitally, which speeds up processes and supports remote operations. 84% of reviewers rated this feature as important or highly important.