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Workflow Management Software with Document Automation (2026)

Last updated: April 2026

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86 software options

Connecteam logo

Enhance employee management with the only all-in-one app

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Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

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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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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

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Process Street logo
Category Leaders

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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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates workflows across sales and operations, helping teams eliminate repetitive tasks and standardize approvals. Create and track automated flows with ease, integrate with ERPs and email, and gain full process visibility. Add-on module available from $22/user/month.

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Revver logo

Cloud based, dynamic document-work management system

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Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others.

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MuleSoft Anypoint Platform logo

The complete platform for SOA, SaaS integration & APIs

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MuleSoft Anypoint Platform is a hybrid enterprise integration platform for integration of systems, data, and APIs. It provides tools for integration, APIs, and automation, enabling users to build, deploy, secure, and manage integrations across on-premises and cloud environments. Features include Integration Code Builder, Exchange Connectors, API management, RPA, AI-enabled data extraction, and pre-built solutions, helping enterprises accelerate IT delivery and automate security.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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M-Files logo

Cloud-based document management platform.

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M-Files automates workflows: approvals, contracts, routing. Free your team for higher-level work. Customize, collaborate seamlessly, boost efficiency.

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GoFormz logo

Capture better data with digital forms

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Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

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Microsoft Power Automate logo

Comprehensive and advanced process/task automation platform

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Microsoft Power Automate is an advanced automation platform that offers a range of capabilities, including BPA, DPA, RPA, process/task mining, and AI-powered automation. With Power Automate, users can streamline their workflows and automate tasks across multiple applications and services.

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Responsive logo

Be more strategic, efficient, successful and Responsive.

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Responsive’s (formerly RFPIO) AI-driven Strategic Response Management platform drives more deals won with smarter, faster responses.

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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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DocuWare logo

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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onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive solution that enables end-to-end management of business processes, encompassing modeling, automation, execution, monitoring, and continuous improvement, all within a fully web-based environment.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Laserfiche logo

Scalable document management & process management software

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Laserfiche is an AI-powered document management and process automation platform designed to centralize content, automate workflows, and simplify compliance for organizations.

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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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Checkbox logo

Automate expert processes and services using no-code

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Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.

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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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Aiwozo logo

Empowering organizations to be AI-driven.

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Aiwozo is an enterprise-grade Agentic AI platform that enables organizations to deploy autonomous AI agents. By combining Intelligent Automation with orchestration, Aiwozo handles complex, multi-step workflows, reducing costs and human intervention while ensuring enterprise-grade security.

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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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