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Top Rated Document Management Software with Customizable Templates in 2026

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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

Customizable templates streamline document creation, ensuring consistency and professionalism. They save time by providing pre-formatted structures and allow users to tailor documents to specific needs, enhancing efficiency and reducing repetitive tasks. Our reviewers in document management software rated this feature as important.

7 Best Document Management Software with Customizable Templates

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
Microsoft SharePoint logo
4.4
(5.4K)
5
per user/per month
Microsoft Word logo
4.7
(2.7K)
159.99
Notion logo
4.7
(2.7K)
12
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 templates

How we picked the 7 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 templates, 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 templates, 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 7 best products

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 templates feature

Reviewers indicate that DocuSign's customizable templates streamline document creation and management, saving time and ensuring consistency. They find the templates useful for various business needs, including contracts and agreements. Users appreciate the ability to include branding elements, though some note that setting up templates can be challenging and that more flexibility in customization would be beneficial.
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“Customizable templates allow users to create standardized document templates that can be used repeatedly. This feature streamlines the document creation process by eliminating the need to recreate documents from scratch”
eu

edward u.

owner

“Customizable templates saved a ton of time especially with high volume contracts. You can create any number of templates, share them, and edit them as you go”
Verified reviewer profile picture

Michael K.

Contract Administrator

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 templates feature

Reviewers appreciate Jotform's customizable templates for their ease of use and adaptability. They find the templates valuable for creating various forms, saving time, and enhancing work efficiency. Users report that the templates can be easily branded and modified to meet specific needs, though some mention that the designs could be more modern and varied.
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“ What I like about jotform's customizable template is that I can use the drag-and-drop tool to modify any template to meet my unique requirements. And more importantly, there are template for almost any kind of form I intend to build. For instance there's Template for Information Request Form for a Hotel, Customer Feedback Form for Surveying Customer Satisfaction and lots more”
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Daniel I.

Digital Strategist

“The customizable templates are awesome, I love the neat great and clean designs they have, although they also have many other styles to work with. ”
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Jonathan G.

Game developer

Starting price
39flat rate /
per month
Pros and Cons based on 2,771 verified reviews
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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 templates feature

Reviewers appreciate Google Workspace's customizable templates for their role in maintaining design consistency and saving time. They find the templates useful for various applications like Google Sheets and Google Forms. Users report that while the templates are helpful, there is a desire for more options and greater customization capabilities.
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“Lots of features to design templates from scratch or use one of the templates within each module.”
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Aline D.

Business Owner

“So impactful for keeping design consistent across teams throughout the company. Templates make everyone's lives easier. ”
TS

Tori S.

Solutions Engineer

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
Microsoft SharePoint logo
Reviews Sentiment
 
 
 
1-2(123)
3-4(2,512)
5(2,775)
Key Features
Secure Data Storage4.6
Document Storage

User insights about the customizable templates feature

Reviewers indicate that Microsoft SharePoint's customizable templates are useful for creating and managing sites. They appreciate the ability to modify templates to meet specific needs, though some find the customization options limited and the process complex. Users report that templates save time and help maintain consistency across different projects.
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“I like this feature as I am able to create a template that suits the need of a project team. Certain team members prefer certain type or layout of templates so that they can easily update their tasks. ”
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Siew K.

Supplier Quality Engineer

“We use lots of custom templates on SharePoint, having such a level of customisatioin allows us to record the information we need in a format that's easy to understand. In particular the lists are very good and simple to set up too.”
JG

Jack G.

Senior IT Technician

Starting price
5per user /
per month
Pros and Cons based on 5,410 verified reviews
Verified reviewer profile picture

Facilitates team collaboration

Seamless integration with Microsoft products

Centralized information repository

Efficient information sharing

Robust security and access control

Slow performance and loading times

Frequent issues and errors

Inefficient search functionality

Inconsistent file synchronization

High costs and complexity

See pros and cons details
Microsoft Word logo
Reviews Sentiment
 
 
 
1-2(18)
3-4(600)
5(2,157)
Key Features
Secure Data Storage
Document Storage4.6

User insights about the customizable templates feature

Reviewers appreciate Microsoft Word's customizable templates for their variety and ease of use. They find these templates helpful for creating professional documents quickly, saving time, and maintaining consistency. Users report that the templates can be tailored to specific needs, though some feel there is room for more flexibility and modern designs.
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“Customizable Templates are super-duper useful. It gives format for the kind of document I want to create. There are numerous options on Microsoft Word and they are editable. It helps with efficiency. It reduces the stress of defining some feature like margin size, line and word spacing, font style and size.”
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Usman O.

Web Manager

“MS Word offers a wide variety of options for templates like flyers, resume, brochures, etc. You can easily customize the template to your liking whether the format or design of the document. ”
Verified reviewer profile picture

Azuntha M.

Corporate Quality Assurance Specialist

Starting price
159.99
Pros and Cons based on 2,775 verified reviews
Verified reviewer profile picture
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Versatile document creation

Seamless integration with other tools

Robust word processing features

Essential for academic use

Comprehensive writing tools

Frequent software crashes

High cost concerns

Challenging image insertion

Inconsistent document formatting

Complex document layout

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 templates feature

Users report that Notion's customizable templates are highly flexible and support a wide range of tasks. They appreciate the ability to adapt templates to specific needs, enhancing productivity and creativity. Reviewers highlight the extensive library of templates provided by both Notion and its community, which can be easily customized and reused for different projects.
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“The ability to customize templates in Notion is fantastic. I can adapt them to match my unique requirements and create a personalized workspace.”
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ahmad a.

Assistant Manager

“The best thing about Notion are the variety of templates that are free to use, some of which are provided by Notion itself and most by its huge community. Since the Notion community is so wide in terms of usage, the templates are very diverse so whatever it is you are looking for like journaling, school time management, homework tracking, college, project management, everything will definitely have a template which you can clone and customize to how you want it.”
Verified reviewer profile picture

Nethmi R.

Software Engineer

Starting price
12per user /
per month
Pros and Cons based on 2,702 verified reviews
Verified reviewer profile picture
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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 templates feature

Reviewers find Adobe Acrobat's customizable templates easy to create and use, enhancing document management. They appreciate the flexibility in designing forms and the ability to include various fields for data collection. Users report that the templates are useful for creating fillable documents, though some mention that the process can be messy and complex.

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“It provides flexibility in designing forms with accessible and user-centric customizations, as well as Javascript and trigger actions for data collection and form automation.”
ND

Naveed D.

DriveABLE Coordinator

“This is my favorite part about Adobe Sign. You can create a fillable template from any document and require any other fields, such as text, checkbox, dropdown menu selections, etc. when sending for signature. The templates can be 100% customized to fit your needs and collect the data necessary. ”
LB

Lisa B.

Executive Assistant

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

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 Templates in 2026

Confluence logo

Confluence

Remote team collaboration and knowledge workspace

visit website
Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

Read more about Confluence

Users also considered
MasterControl Quality Excellence logo

MasterControl Quality Excellence

Cloud-based quality management system for life sciences.

visit website
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
QT9 QMS logo

QT9 QMS

Fully Validated QMS for Compliance and Quality Automation

visit website
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
Document Locator logo

Document Locator

Windows-based document management solution.

visit website
Document management software for medium to large groups offering familiar ease-of-use inside Windows with optional Web/mobile access.

Read more about Document Locator

Users also considered
RedEye logo

RedEye

(0)

Cloud-based document management tool for engineering teams.

visit website
RedEye is a cloud-based engineering document management system (EDMS) designed to meet the needs of asset-intensive industries such as power, water, healthcare, and more. The solution democratizes engineering information, helping teams securely store, share, markup, and collaborate on drawings and documents.

Read more about RedEye

Users also considered
Intelex Document Control Software logo

Intelex Document Control Software

Document control software for accessing and storing files

visit website
Document Control Software by Intelex is a web-based platform designed to help businesses in healthcare, retail, manufacturing, construction, education, automotive, consumer goods, and other industries access, share, store, and edit files within a secure and centralized database.

Read more about Intelex Document Control Software

Users also considered
Google Docs logo

Online document creation and editing tool

Google Docs is an online word processor that lets businesses create and format text documents and collaborate with team members in real time.

Read more about Google Docs

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
Dropbox Business logo
Category Leaders

File syncing, storage & sharing platform

Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

Read more about Dropbox Business

Users also considered
Microsoft 365 logo

Cloud collaboration and file sharing application suite

Microsoft 365, formerly Office 365, provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more

Read more about Microsoft 365

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
Microsoft Word logo

Word processing software for document generation & sharing.

Microsoft Word is a cloud-based word processing tool that allows users to create professional documents on their phones, tablets and computers. The program comes with numerous features including built-in spell checker and grammar checker, integration with other Microsoft 365 products such as Excel and PowerPoint, and access from anywhere.

Read more about Microsoft Word

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
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
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
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
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
LibreOffice logo

Software suite for creating, editing, and managing documents

LibreOffice is a cloud-based and on-premise suite of applications designed to help businesses, charities, and government organizations create, edit, and manage documents, spreadsheets, presentations, graphs, drawings, mathematical formulas, and more.

Read more about LibreOffice

Users also considered
Bluebeam Revu logo

PDF editing & markup on the go with built-in collaboration

Creating a system for document management in construction projects is hard without the help of a real-time solution. That's where Bluebeam Revu® helps with a shareable, 24/7 digital software that keeps your team on the same page no matter their location.

Read more about Bluebeam Revu

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 value encryption, multi-factor authentication, and access controls for protecting sensitive documents and maintaining data integrity. 91% of reviewers rated this feature as important or highly important.
  • Document Storage: Users appreciate the ability to organize, access, and share documents efficiently, improving collaboration and productivity. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers highlight the importance of real-time collaboration, customizable permissions, and secure sharing options for efficient teamwork. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users find mobile access crucial for on-the-go productivity, allowing them to access, edit, and share documents from any device. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of granular permissions to manage who can view, edit, and share files, ensuring data security. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users appreciate the convenience and legality of electronic signatures, enabling remote signing and faster document processing. 84% of reviewers rated this feature as important or highly important.