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Top Rated Idea Management Software with Document Management 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: April 2026

Document management organizes and centralizes files, making them easy to access and share. It supports collaboration by linking documents to tasks, enhancing project tracking, and ensuring smooth transitions between team members. Our reviewers in idea management software rated this feature as important.

8 Best Idea Management Software with Document Management

Product
User rating
Starting price
Adobe Workfront logo
4.4
(1.4K)
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No pricing info

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Jira logo
4.4
(15.3K)
7.91
per user/per month
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Smartsheet logo
4.5
(3.4K)
12
per user/per month
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Asana logo
4.5
(13.5K)
10.99
per user/per month
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Trello logo
4.5
(23.4K)
5
per user/per month
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Confluence logo
4.5
(3.6K)
5.42
per user/per month
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monday.com logo
4.6
(5.7K)
9
per user/per month
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ClickUp logo
4.6
(4.5K)
10
per user/per month
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See other top Idea Management products with document management

How we picked the 8 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 Idea Management software category. They also needed to have sufficient reviews about document management, 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 document management, 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 8 best products

Adobe Workfront logo
Reviews Sentiment
 
 
 
1-2(15)
3-4(702)
5(775)
Key Features
Collaboration Tools4.4
Task Management4.6

User insights about the document management feature

Reviewers appreciate Adobe Workfront's document management capabilities, noting its ease of use and organization. They find it valuable for keeping documents in one place, making them easily accessible and reducing mistakes. Users report that Adobe Workfront helps manage documents efficiently, saving time and ensuring all documents are well-organized and easy to find.

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“Workfront keeps all of our documents in one easy to use format and with the ease and ability to find all our documents in one place it streamlines our business and makes it easier for us to help our customers.”
HB

Heidi B.

Administrative Assistant

“With its document management feature, I can easily work with multiple documents without any issues. So it must be said that its document management feature is good.”
Ni

N i.

Content Writer

Starting price
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No pricing info

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Pros and Cons based on 1,492 verified reviews

Enhanced project transparency

Effective project tracking

Comprehensive project management

Continuous product enhancement

Streamlined workflow processes

High cost concerns

Persistent bugs and issues

Disruptive updates

Challenging user experience

Inefficient document management

See pros and cons details
Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,465)
Key Features
Collaboration Tools4.4
Task Management4.6

User insights about the document management feature

Users find Jira's document management helpful for attaching and managing documents within tasks. They appreciate the integration with Confluence for enhanced document management and collaboration. Reviewers note that Jira streamlines file sharing and version control, though some prefer using other tools for more advanced document management needs.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
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Ahmed R.

Account executive

“Document management features provide our teams with the tools they need to store and manage their documents in a central location, which can help to improve collaboration and reduce the need to search for files. it provides teams with the versioning, access controls, integration, and search-ability they need to manage their documents effectively and ultimately deliver the product on time and with desired quality.”
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Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
7.91per user /
per month
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Pros and Cons based on 15,309 verified reviews
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Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Collaboration Tools4.4
Task Management4.5

User insights about the document management feature

Reviewers appreciate Smartsheet's document management capabilities, including the ability to attach documents to rows and control versions. They find it useful for organizing and sharing documents within projects, though some mention limitations in search functionality and integration with other tools. Users highlight the ease of use and the ability to keep all documents in one place.
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“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
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Ahmed A.

COMPLIANCE Officer

“Smartsheet provides the ability to save the documentation for each ticket separately at each row or at whole sheet ,this kind of documentation process make it easier while submitting tickets and while reviewing it”
Verified reviewer profile picture

Mohamed E.

Compliance Analyst

Starting price
12per user /
per month
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Pros and Cons based on 3,479 verified reviews
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Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Collaboration Tools4.6
Task Management4.7

User insights about the document management feature

Reviewers indicate that Asana's document management allows for easy uploading, sharing, and organizing of documents within tasks. They appreciate the integration with Google Drive and the ability to keep all project-related documents in one place. Users find it beneficial for collaboration, though some mention a lack of advanced document editing features.

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“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

“Attaching all of our documents to a specific task helps with document management. Easily storing documents for a task is very useful. ”
MM

Marlon M.

Inventory and Fulfilment Specialist

Starting price
10.99per user /
per month
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Pros and Cons based on 13,544 verified reviews

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Collaboration Tools4.5
Task Management4.6

User insights about the document management feature

Reviewers appreciate Trello's basic document management capabilities, noting the ease of attaching and sharing documents within cards. They find it useful for organizing and accessing documents, though some prefer using links to hosted files. Users highlight the integration with Google Drive and other third-party apps for enhanced document management.
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“I loved how easily I could unload documents to the boards. It made for a really fun way to organize and made it easy for my clients to access important documents without getting confused!”
KL

Katelyn L.

Social Media Manager

“For me it's the easiest to work on Google Docs, so I can easily paste the links to documents and managing them is just one-click easy.”
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Katarzyna J.

Copywritter

Starting price
5per user /
per month
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Pros and Cons based on 23,483 verified reviews
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Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Confluence logo
Reviews Sentiment
 
 
 
1-2(35)
3-4(1,550)
5(2,076)
Key Features
Collaboration Tools4.5
Task Management4.3

User insights about the document management feature

Reviewers highlight Confluence's document management capabilities, including version control, indexing, and collaborative editing. They find it easy to organize, store, and access documents, though some mention the UI could be clearer. Users appreciate the integration with Jira and the ability to manage documents in spaces, ensuring content remains accurate and up-to-date.
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“We can easily organize and store multiple copies or versions of documents and also store different documents in different spaces like personal and team space.”
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R.Manoj A.

Product Manager

“Document management and indexing is key. We can store PDFs and other requirement documentation on the site and Confluence will even index them for searching.”
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Brian B.

Lead developer

Starting price
5.42per user /
per month
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Pros and Cons based on 3,661 verified reviews
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Centralized knowledge repository

Enhanced team collaboration

Efficient project management

Comprehensive documentation management

Seamless integration with tools

Frequent performance lags

High costs for larger teams

Limited text formatting options

Buggy issue management

Inefficient search functionality

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Collaboration Tools4.4
Task Management4.6

User insights about the document management feature

Users report that monday.com offers solid document management capabilities, making it easy to add, organize, and share documents. They appreciate the ability to keep all documents in one place, though some find the organization can become messy. Reviewers mention the integration with SharePoint and the ease of access to documents as key benefits.
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“This allows us to link to documents on our sharepoint and ensure that there is ease of access to documents through this platform.”
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Nicola W.

CEO

“I like having a space where I can keep and manage all my documents realted to specific work that I do. I belive that monday.com is perfect for that. It has become a critical part of my work management experience.”
CC

Chelsea C.

Graphic Designer

Starting price
9per user /
per month
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Pros and Cons based on 5,720 verified reviews
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Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Collaboration Tools4.5
Task Management4.6

User insights about the document management feature

Users find ClickUp's document management helpful for storing and organizing documents in one place. They appreciate the ability to create custom folders, real-time collaboration, and integration with Google Docs. Reviewers note that ClickUp's document management improves team collaboration and efficiency, though some suggest further improvements for expanded functionality.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
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Mary A.

Digital Marketer

“ClickUp's document management excels with real-time collaboration, version history, and seamless integration, enhancing efficiency in project workflows.”
AL

Alaaeddine L.

Customer services

Starting price
10per user /
per month
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Pros and Cons based on 4,558 verified reviews
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Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated Idea Management Software with Document Management in 2026

Jira logo

Project management and work tracking software

learn more
Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

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Asana is an idea management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

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monday.com, an award-winning tool, is the ideal solution for idea management helping teams bring the best ideas to fruition by capture, prioritize and organize ideas. Easily bring ideators and decision-makers together in one tool so real progress can be made on the ideas you believe in.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
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.

Read more about Confluence

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

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Miro is the online collaborative whiteboard platform that gives remote teams the tools to run brainstorms, capture creativity, and develop the best ideas. With over 250 ready-made templates, Miro helps users connect and collaborate like they’re in person. Start collaborating quickly with your team!

Read more about Miro

Users also considered
Wrike logo

AI powered workflow management platform

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Wrike is an idea management software solution trusted by more than 20,000 companies worldwide. Real-time collaboration features include live editing, shared calendars, proofing tools, and 400+ app integrations. Combine your ideas on one platform to boost efficiency and encourage team innovation.

Read more about Wrike

Users also considered
MeisterTask logo

Collaboration and task management software.

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MeisterTask is the most intuitive project and task management tool on the web. Thanks to its native integration with MindMeister mind mapping, idea management has never been easier or more fun!

Read more about MeisterTask

Users also considered
Adobe Workfront logo

Online enterprise work management software

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Plan, execute, and deliver great work with a single source of project truth across the enterprise. Adobe Workfront helps you prioritize work, quickly identify bottlenecks, automate processes, and deliver the right outcomes. It serves leaders and team in organizations of all sizes in all industries.

Read more about Adobe Workfront

Users also considered
Aha! logo
Category Leaders

Platform for strategic product roadmapping

learn more
Empower your community to submit ideas and vote for existing ones with Aha! Ideas. Review, organize, and score ideas in a central location. Integrate with Salesforce to prioritize what drives revenue. Analyze feedback trends at the individual, company, and segment level. Use AI to uncover new themes

Read more about Aha!

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

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Efficiently manage tasks with Zoho Projects. Collaborate seamlessly, track progress in real time, and meet deadlines with ease.

Read more about Zoho Projects

Users also considered
Padlet logo
Category Leaders

Creative tools for visual thinkers and learners.

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Padlet offers beautiful boards and canvases for visual thinkers and learners. Use boards to collect, organize, and present anything. Use sandboxes for whiteboarding, lessons, and activities.

Read more about Padlet

Users also considered
Bitrix24 logo

All in one business management workspace

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Bitrix24 is a leading free social idea management and collaboration platform used by over 12 million companies worldwide. Available in cloud and on-premise with open source code access. Share and discuss ideas, manage knowledge, manage projects and do more with Bitrix24!

Read more about Bitrix24

Users also considered
Lucidspark logo
Category Leaders

Virtual whiteboard solution for team collaboration

learn more
Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

Read more about Lucidspark

Users also considered
MindMeister logo

Cloud-based mind mapping tool for organizations of all sizes

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MindMeister is a cloud-based mind mapping solution designed to help organizations of all sizes manage brainstorming, collaboration, idea management, and project planning. MindMeister enables users to graphically represent information using videos, comments and PDFs or spreadsheets.

Read more about MindMeister

Users also considered
ProWorkflow logo

Your go to platform for projects, task, and time management.

learn more
Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

Read more about ProWorkflow

Users also considered
LiquidText logo

Multi-touch document manipulation system

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LiquidText brings all documents with your highlights, annotations, observations and notes into a unified workspace and allows you to make live connections among, between and within anything in the project by just drawing lines.

Read more about LiquidText

Users also considered
Productboard logo

Customer-driven product management system

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Feature organization, feature prioritization, user feedback

Read more about Productboard

Users also considered
eXo Platform logo

Digital Workplace Software

learn more
eXo Platform is a digital workplace solution that helps you connect your teams, improve collaboration, empower and reward your workforce.

Read more about eXo Platform

Users also considered
MangoApps logo

Bring your frontline and office teams together

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Ideas & campaign management for transforming your product, processes and organization.

Read more about MangoApps

Users also considered
Ideawake logo
Category Leaders

Capture and Transform Ideas into Measurable Impact

learn more
Shockingly simple idea management platform proven to transform ideas into impact. Return on Investment Guarantee, fast and easy onboarding, 24x7 customer support, and enterprise grade security.

Read more about Ideawake

Users also considered
Brightidea logo

Idea & Innovation Management Software

learn more
Inject innovation into your company with Brightidea's Innovation Management Platform. Source better ideas and implement new innovations.

Read more about Brightidea

Users also considered
Mindomo logo

Real-Time Collaborative mind maps, outlines and Gantt Charts

learn more
Mindomo is an online mind mapping tool and collaborative services provider that offers the perfect setting for developing concepts, brainstorming and working within a team.

Read more about Mindomo

Users also considered
Bordio logo
Category Leaders

Work management platform for organizing projects and tasks

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Bordio redefines team productivity. It's a new work management app with integrated task management, project planning, and real-time collaboration tools. It's an all-in-one solution for organizing daily tasks, scheduling meetings directly, and managing team workloads without switching to other tools.

Read more about Bordio

Users also considered

Key features for Idea Management software

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

  • Collaboration Tools: Users value real-time collaboration, shared workspaces, and centralized communication for enhanced teamwork and project management across different locations and time zones. 89% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate the ability to create, assign, and track tasks with custom fields, visual boards, and notifications, facilitating efficient project completion. 88% of reviewers rated this feature as important or highly important.
  • Ideation: Reviewers highlight the ease of generating, organizing, and sharing ideas with features like mind maps, templates, and real-time collaboration to foster creativity and innovation. 88% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users emphasize customizable workflows that streamline processes, ensure proper role inclusion, and improve overall project efficiency and organization. 87% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find visual progress tracking helpful for understanding task status, managing deadlines, and enhancing accountability within teams. 85% of reviewers rated this feature as important or highly important.
  • Brainstorming: Reviewers appreciate a variety of tools and templates for visualizing and organizing ideas, allowing collaborative brainstorming sessions to be more productive and engaging. 85% of reviewers rated this feature as important or highly important.