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

Last updated: March 2026

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492 software options

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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pdfFiller logo

Online PDF form filler & editor

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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.

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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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Brandfolder logo

Cloud-based digital asset management and sharing platform

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Brandfolder is an online digital asset management platform for PR purposes, providing a private and public-facing repository for sharing logos, videos and more.

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Signeasy logo

eSignature and contract management platform for businesses.

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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.

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Glasscubes logo
Category Leaders

Simplify group collaboration in a user-friendly environment

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Secure file sharing and document management in the cloud.

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Suralink logo

Request List Management + Workpaper Preparation and Review

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Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

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Smokeball logo

Cloud-base legal practice management tool for law firms

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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.

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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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Nitro PDF logo

Document generation and management software

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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.

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Workable logo

HR platform for hiring and employee management

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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.

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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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CosmoLex logo

Web-based legal practice management & accounting software

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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.

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IT Glue logo

Track, find and know everything in under 30 seconds.

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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.

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KnowledgeOwl logo

Knowledge base and documentation software

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Knowledge base software with AI-forward automation and customer-first features that keep docs fresh. Automated reviews, version control, and intelligent search ensure content stays relevant and findable.

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Flipsnack logo

Create magazines, catalogs, brochures and other publications

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Flipsnack is an online, browser-based publishing tool used by people all around the world to create and publish digital catalogs, magazines, brochures, portfolios, reports, photo albums, newspapers, and many other types of publications

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ONLYOFFICE Workspace logo

Secure collaborative online office

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ONLYOFFICE Workspace is a secure web office integrated with CRM, document and project management, email, calendar, chat and internal social network, all to organize your teamwork in one place.

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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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Relayto logo

Bringing your documents to life.

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Check out how RELAYTO can make your documents come to life, relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto

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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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FileCloud logo

Hyper-Secure Content Collaboration. Simplified.

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FileCloud is a content collaboration platform (CCP) offering powerful, scalable, and secure file sharing and compliance solutions.

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