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Document Management Software with Process/Workflow Automation (2026) - Page 2

Last updated: April 2026

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170 software options

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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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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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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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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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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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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Plumsail Documents logo
Category Leaders

Document generation and automation software.

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This document automation software allows you to set up document creation, merging data from your apps to templates, document signing, and storage.

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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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LogicalDOC logo

Enterprise document management for SMBs

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LogicalDOC is a document management platform which stores all company documents in a centralized repository and enables teams to create, collaborate on, and manage any number of documents

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Foxit PDF Editor logo

Create, edit, and manage PDF documents from any device.

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Foxit PDF Editor is a powerful desktop solution for creating and editing PDF documents. Offering seamless integration with Foxit eSign, it enables users to create, edit, and collaborate on documents within and outside the organization.

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Conga Composer logo

Create, track, and manage on-brand documents automatically.

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Composer simplifies document workflows by generating, organizing, and distributing documents at scale. Maintain control, consistency, and compliance across your entire document lifecycle.

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Docupilot logo

Document generation and management software

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Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.

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Cority logo

Cloud-based EHS management software

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Cority's Document Management ensures compliance and efficiency throughout the document lifecycle. With version control, access controls, and automated workflows, orgs can easily manage, retrieve, and track documents. Cority helps organizations maintain data integrity and comply with regulations.

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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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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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Lexzur logo

Enterprise Capabilities End-to-End

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Lexzur is an AI solution for contract & matter workflow automation—built for any team.

It combines two robust modules:
Contra by Lexzur: AI contract lifecycle management and document automation
Practice by Lexzur: AI legal practice management solution

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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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Kizeo Forms logo

Your data, your way, on the go!

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Kizeo Forms streamlines document management by replacing paper forms with customisable digital forms. It offers features like offline data collection, automated workflows, and real-time syncing, ensuring accurate, secure, and efficient data handling across various industries.

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Ideagen EHS logo

EHSQ solutions made Easy

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Ideagen EHS was created on a simple vision - to help businesses overcome the complexities of managing their Environmental, Health & Safety (EHS), and risk data.

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DocuGenerate logo

Automate and Scale your Document Generation

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Our Document Generation API enables you to create invoices, letters, contracts, agreements, certificates, and more.

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Effivity logo

ISO 9001 Quality Management System Software

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Collaborative & user friendly approach to implement & maintain ISO 9001 compliance through a complete ISO 9001 software

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Legito logo

Processes. People. Documents. No code automation platform.

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End-to-end document lifecycle management with automated workflows, approvals, dashboards, collaboration and reusable data.

Rich workflow tools to power efficiency or growth. No-code rapid deployment for fast ROI. Regular new features.

400k+ users globally.

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Fieldguide logo

AI Platform for Advisory and Audit

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Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

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