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Top Rated Document Management Software with Forms management

Last updated: July 2026

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Why is forms management important for document management software?

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

Forms management in document management software streamlines the creation, editing, and handling of forms. It enhances workflow efficiency by automating processes, ensures accurate data collection, and facilitates remote access, saving time and reducing the need for paper. Our reviewers in document management software rated this feature as important.

What do verified reviews highlight about key features of document management software?

  • Secure Data Storage: Reviewers appreciate the strong security measures, including encryption, multi-factor authentication, and detailed access controls, ensuring sensitive data remains protected and recoverable. 92% 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 version control, folder organization, and integration with other tools enhancing productivity. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers highlight the ease of sharing files with customizable permissions, real-time collaboration, and secure access, which streamlines teamwork and document management. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users benefit from the flexibility of accessing, editing, and sharing documents on the go, enhancing productivity and collaboration from any location. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of granular permissions, allowing precise control over who can view, edit, or share documents, 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, reduces paperwork, and supports remote collaboration. 84% of reviewers rated this feature as important or highly important.
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384 software options

Legal Suite logo

Legal Suite, the Legal AI Software for Legal Operations.

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The centralized electronic repository for enterprise files. Integrates with Microsoft 365 and ERPs to secure, structure, and index company records, enabling controlled access, versioning, and cross-team collaboration.

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MasterControl Quality Excellence logo

Cloud-based quality management system for life sciences.

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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.

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Revver logo

Cloud-based, dynamic document-work management system with AI

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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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Adobe Acrobat logo

PDF editing with e-signatures and document review tools

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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.

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Square 9 logo

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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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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Docusign logo

Electronic signature & document approval software

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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.

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Inhubber logo

Secure Contract Lifecycle Management with AI & eSignatures.

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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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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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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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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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Google Workspace logo

Collaboration application suite for teams

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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.

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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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Glasscubes logo

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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Smallpdf logo

PDF document management and conversion suite

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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.

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Jotform logo

Cloud-based form builder tool for digital forms.

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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.

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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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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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DocTract logo

AI policy management and collaboration software

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DocTract is a cloud-based policy management software that streamlines the creation, approval, and tracking of organizational policies. The platform features AI-powered capabilities including natural language search, automated document summaries, policy creation templates, and regulatory compliance verification. It includes automated workflow engines, version control, periodic review systems, and integrations with Microsoft Word, Google Docs, Microsoft Entra ID, Okta, and OpenAI.

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RealTime-CTMS logo

Cloud-based clinical trial management system

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Modern electronic document management for clinical research sites and AMCs. Eliminate paper, centralize collaboration, and stay audit-ready with version control, automated expiration alerts, and 24/7 access from any device.

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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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WorkClout logo

# 1 Rated Quality Platform for the Automotive Industry

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WorkClout centralizes document control. digital inspections, corrective actions, safety & quality procedures, knowledge building, and data reporting. Centralize your SOPs and versioning.

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AirManual logo

Makes processes simple.

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AirManual helps businesses to document and use their processes, training, and onboarding to free up time, improve quality, and continuously improve. To do this, AirManual provides a super user-friendly tool and expert support to help you address your biggest challenges.

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ABBYY FineReader PDF logo

PDF solution for document editing and digital collaboration

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FineReader PDF empowers professionals to maximize efficiency in the digital workplace. Featuring ABBYY’s latest AI-based OCR technology, FineReader PDF makes it easier to digitize, retrieve, edit, protect, share, and collaborate on all kinds of documents in the same workflow.

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iScanner logo

Making your documents better than they are! PDF Scanner App

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iScanner is a scanning and document management tool that helps businesses create PRO documents on the go. It is a must-have for those who work remotely or on the go, students and educators, and anyone involved in a small business, including accountants, realtors, managers, or lawyers.

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