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Document Management Software with Milestone Tracking (2026)

Last updated: April 2026

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59 software options

monday.com logo

Project management software

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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.

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Notion logo

Project and task management tool

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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.

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Confluence logo

Remote team collaboration and knowledge workspace

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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.

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Wrike logo

AI powered workflow management platform

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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.

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Autodesk Forma logo

Construction management platform

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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.

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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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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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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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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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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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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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Quip logo

Docs, tasks, & spreadsheet collaboration with built-in chat

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Quip is a new way to manage your team's documents that also combines documents, spreadsheets, to-do's, and chat in one seamless experience.

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Filestage logo

For teams to manage their content review process

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Online proofing software for every stage of the creative review process. Share assets, collect feedback, compare versions, and track approvals in one place.

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eXo Platform logo

Digital Workplace Software

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Store all documents in a central place for easy access and edition with eXo Platform: a complete DMS with collaboration and social capabilities.

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive web-based solution that provides all the essential functionalities for creating, capturing, managing, storing, preserving, and distributing content pertaining to organizational processes.

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Planview Daptiv logo

Project portfolio management solutions

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Changepoint PPM (formerly Daptiv PPM) is an on-demand, integrated suite of PPM applications including portfolio management, project management, resource management, time & expense, document management and more.

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Clustdoc logo

Customer onboarding software for modern businesses

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Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

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empower logo

Create documents faster, stay on-brand, reduce complexity.

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empower® Template Management provides up-to-date templates and content centrally – directly within Word, PowerPoint, Excel, and Outlook. Teams always use the latest templates automatically, with no need to search or adjust manually. The result: easy, efficient, and brand compliant documents.

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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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Cloud-based workspaces make it easy to manage your documents across multiple stakeholders.

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Dot Compliance logo

Cloud-based quality management tool for life science firms.

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Dot Compliance’s document management solution is built on industry best practices ensuring compliance with global regulations and standards. Our cloud-based integrated software solution allows life sciences manufacturers to manage the entire life cycle of documents and content.

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Business in a Box logo

The Business Operating System for SMBs

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Business in a Box (BIB) is a Business Operating System (BOS) for small and medium businesses. It brings tasks, projects, documents, communication, and team structure into one system, helping companies run with clarity instead of chaos.

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Planview ProjectPlace logo

Collaborative Work & Project Management Software

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Project teams use Projectplace to store, share, collaborate on, review and edit documents, images and files securely in the cloud from any device.

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ArchiSnapper logo

Take the Hassle Out of Punch Lists & Field Reports

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Quickly draft field reports on-site with your smartphone or tablet. By documenting all the necessary data — like text, photos, floor plan annotations, and more — immediately while on-site, you will have a professional and branded field report ready by the time you leave the construction site.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agencies. The platform is the orchestration engine that busy marketing and agency teams need to work at speed while unifying AI, automation, and humans in one ecosystem.

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