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Top Rated Document Management Software with Customizable Forms in 2026

Verified reviewer profile picture
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: April 2026

Customizable forms in document management software enable users to tailor data collection to specific needs, streamline processes, enhance collaboration, and maintain consistency. They support various formats, integrate media, and improve efficiency. Our reviewers in document management software rated this feature as highly important.

5 Best Document Management Software with Customizable Forms

Product
User rating
Starting price
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
monday.com logo
4.6
(5.7K)
9
per user/per month
Adobe Acrobat logo
4.7
(4.1K)
19.99
per user/per month

See other top Document Management products with customizable forms

How we picked the 5 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 forms, 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 forms, 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 5 best products

Docusign logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,902)
5(7,282)
Key Features
Secure Data Storage4.7
Document Storage4.6

User insights about the customizable forms feature

Reviewers indicate that Docusign's customizable forms are valuable for meeting specific business needs. They appreciate the ability to edit contracts per customer, utilize conditional formatting, and integrate with other apps. Users find it easy to upload and customize forms from Word or Adobe Acrobat PDFs, enhancing their professional image and efficiency.

See related user reviews

“The ability for companies to customize Their own forms to adhere to the specifics of things that they need allows a variety of different companies to utilize the resource. In addition, one soul company or one sol market is able to utilize resources in a variety of different ways into account for a variety of their various needs.”
NH

Naja H.

Student

“conditional formatting makes the form work just the way you need (populating certain fields based on response, etc)”
JM

Jenna M.

HR Manager

Starting price
15flat rate /
per month
Pros and Cons based on 9,255 verified reviews

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(700)
5(2,038)
Key Features
Secure Data Storage4.7
Document Storage4.4

User insights about the customizable forms feature

Reviewers highlight Jotform's highly customizable forms as essential for tailoring to specific business needs. They appreciate the ability to add logos, adjust colors, and use various question types. Users find the drag-and-drop feature and extensive template options particularly helpful. They value the flexibility to create professional, branded forms that align with their company's image and requirements.
Verified reviewer profile picture

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“Being able to customize forms to our companies needs is very crucial. This allows us to tailor each form or app to our business or client's situation so that we can better and more effectively reach and communicate with our clients.”
AF

Anzio F.

CEO

“Customizable forms are super important in Jotform because they help me tailor forms to fit exactly what I need. I can make each form unique and relevant to my specific requirements, ensuring I get the data I want in a way that looks professional and ”
Verified reviewer profile picture

Betty O.

Social media manager

Starting price
39flat rate /
per month
Pros and Cons based on 2,779 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 forms feature

Reviewers appreciate the customizable forms in Google Workspace for their versatility and ease of use. They highlight the ability to add images, videos, and various question types without coding. Users value the integration with other Google apps and the intuitive interface, which makes designing and distributing forms straightforward and efficient.
Verified reviewer profile picture

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“They offer various templates, question types, and design options. Real-time response tracking and integration with other Workspace apps enhance functionality and collaboration.”
Verified reviewer profile picture

Priscilla R.

Senior Business Intelligence Developer

“I love all the custom features available on Google Forms, I can add pictures, different types of questions (multiple choice, checkbox, etc.), assign order depending on answers, it has a lot of cool features.”
SC

Santiago C.

Operations Analyst

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

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
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 forms feature

Reviewers feel that monday.com's customizable forms are practical for capturing data and improving workflow. They find the forms easy to build and distribute, saving time and reducing errors. Users appreciate the ability to adjust layouts quickly and integrate with external forms like Google Forms, making the platform versatile and user-friendly.

See related user reviews

“Within my profession, there are almost 20 different programs. I can use Monday.com to customize forms and extract information from customers that will help me speed up the process and understand their needs better.”
KT

Kunal T.

Co-Founder

“You can create a form for anything you need, send the link to anyone who needs to respond and have responses automatically captured.”
GD

Galen D.

COO

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
Adobe Acrobat logo
Reviews Sentiment
 
 
 
1-2(31)
3-4(1,101)
5(3,033)
Key Features
Secure Data Storage4.5
Document Storage4.6

User insights about the customizable forms feature

Reviewers appreciate Adobe Acrobat's customizable forms for their ease of use and efficiency. They find the quick customization process a significant time saver and value the ability to add personal touches and specific details. Users highlight the helpful templates and the flexibility to create forms tailored to their exact needs, enhancing their workflow and creativity.
Verified reviewer profile picture
Verified reviewer profile picture

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“We often create forms for our clients to send out to their customers or teach them how to make the documents we create editable, so the quick form customization is a great time saver.”
Verified reviewer profile picture

MaryBeth O.

Operations Manager

“Being able to customize the forms is good, because we can use our creativity and leave everything to our satisfaction ”
Verified reviewer profile picture

Gislene N.

Professora

Starting price
19.99per user /
per month
Pros and Cons based on 4,165 verified reviews
Verified reviewer profile picture
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

Other Top Rated Document Management Software with Customizable Forms in 2026

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
Box logo

AI-driven content, collaboration and workflow management

Box is a modern content management platform that transforms how organizations work and collaborate to achieve results faster

Read more about Box

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
Microsoft SharePoint logo

Collaboration & content management platform

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

Read more about Microsoft SharePoint

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
Autodesk Forma logo

Construction management platform

Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Simplify access to relevant construction documents, drawings, and 3D models. Update files in real time to stay on top of the latest versions and work from a single source of truth.

Read more about Autodesk Forma

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
Glasscubes logo
Category Leaders

Simplify group collaboration in a user-friendly environment

Secure file sharing and document management in the cloud.

Read more about Glasscubes

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
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
MasterControl Quality Excellence logo

Cloud-based quality management system for life sciences.

MasterControl's document control software handles the most stringent regulations and standards from around the globe. It reduces overall compliance cost and increases efficiency, thus accelerates time to market.

Read more about MasterControl Quality Excellence

Users also considered
IT Glue logo

Track, find and know everything in under 30 seconds.

IT Glue is an intelligent Document Management solution designed to help IT teams automate, consolidate and integrate all their critical IT information. Everything you need at your fingertips, with a single source of truth for SOPs, licenses, how-to guides, assets, passwords, vendors and more.

Read more about IT Glue

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 appreciate the robust security measures, including encryption, multi-factor authentication, and access controls, ensuring data protection and regulatory compliance. 91% of reviewers rated this feature as important or highly important.
  • Document Storage: Users value the ability to organize, access, and share documents efficiently, with features like folder management, version history, and cloud integration for easy retrieval. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers highlight the flexibility and control over file sharing options, including real-time collaboration, permission settings, and secure access for external users. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users find mobile access essential for productivity, allowing them to manage documents, collaborate, and stay connected from any device, anywhere. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of customizable access controls, enabling secure, role-based access to documents and ensuring data privacy. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users appreciate the convenience of electronic signatures for quick and secure document signing, enhancing workflow efficiency and reducing paperwork. 84% of reviewers rated this feature as important or highly important.