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Top Rated Document Management Software with Customizable Forms in 2026 - Page 2

Last updated: April 2026

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242 software options

Veryfi logo

AI OCR APIs to Transform Documents Into Data in Seconds

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Veryfi OCR API & SDK turns unstructured data, such as receipts, bills, invoices, and other documents, into structured data (with line items) in seconds using machine-based data extraction. The platform offers features including a drag and drop processor, document inbox, data export, and more.

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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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LEAP provides secure document management. Easily create, store, and share documents, correspondences, and forms from one searchable location. With instant data syncing, integrations with Microsoft Word and LawConnect, and version control, staff have access to the latest files anywhere, anytime.

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Canopy logo

Practice management software for accounting firms

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Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

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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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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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Clinked logo

White-label Client Portal & Collaboration Software

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Clinked is a cloud-based client portal & collaboration software. Allow clients, internal teams and project groups to efficiently work within branded, secure and intuitive workspaces. Increased brand recognition and productivity of Clinked will drive client retention and setup apart from competition.

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Able2Extract Professional logo

Everything PDF

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All-in-one PDF solution for Windows, Mac, and Linux with perpetual licensing.

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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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PDF Reader Pro logo

PDF editor for Mac, Windows, iOS, and Android

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AI-powered PDF Reader Pro offers multiple functions like view, annotate, edit, convert, OCR, fill & sign, digital signature, AI translate&summarize&proofread&rewrite and more, which make document workflows just simpler.

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Inhubber logo

Most secure contract management, e-signature & AI analytics.

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Inhubber is a secure document management and digital signature platform with AI-driven features to streamline processes and reduce risks. Manage team access, customize repositories, and sign any file format digitally. Ensure the highest security standards for all your contracts.

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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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DataSnipper logo

Intelligent automation platform for audit and finance teams

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DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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QT9 QMS logo

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.

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Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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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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Qualio logo

Cloud-based quality management tool for life science firms.

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5x faster Doc Control, Training, CAPA, NCRs, Audits and more. 2x faster accreditation. Achieve 100% FDA/ISO/GxP compliance.

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FileInvite logo

Streamlining loan document collection for lenders

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Automate the process of collecting information and documents from your clients with our simple and secure interface.

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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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onPhase logo

Accounts payable and document automation platform

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Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise!

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Qualityze Suite logo

Intelligent Quality, Powered by AI

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Qualityze Document Management Software centralizes document creation, collaboration, approval, and storage in a secure, controlled environment. Automate workflows, maintain version history, ensure regulatory compliance, and improve visibility across quality and operational documentation.

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Litify logo

Cloud-based legal practice management tool for law firms.

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Litify provides an integrated platform designed to improve business performance for law firms and in-house legal teams. The platform incorporates a range of features tailored to enhance legal operations, including matter and intake management, document generation, timekeeping and billing, corporate e-billing, and a "legal front door" for streamlined workflows. Additional capabilities such as real-time analytics and mobile accessibility further support organizations in optimizing processes.

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Adobe Experience Manager logo

Enterprise content management system

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Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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