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Top Rated Workflow Management Software with Document Storage 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: March 2026

Document storage in workflow management software ensures easy access to essential documents, supports organization, and enhances collaboration by centralizing files. It also provides security and enables efficient retrieval from any device. Our reviewers in workflow management software rated this feature as important.

7 Best Workflow Management Software with Document Storage

Product
User rating
Starting price
Jotform logo
4.7
(2.7K)
39
flat rate/per month
Google Cloud logo
4.7
(2.2K)
Empty state illustration for "No pricing info"

No pricing info

Visio logo
4.5
(3.2K)
5
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month

See other top Workflow Management products with document storage

How we picked the 7 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 Workflow Management software category. They also needed to have sufficient reviews about document storage, 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 storage, 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 7 best products

Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(699)
5(2,031)
Key Features
Progress Tracking5.0
Task Management4.5

User insights about the document storage feature

Users find Jotform's document storage convenient for keeping all forms and submissions in one place. They appreciate the ability to store, organize, and access documents securely. Reviewers mention the integration with Dropbox and the option to save documents in various formats like PDF and CSV. However, some note limitations in storage capacity and sharing options.

See related user reviews

“JotForm maintains all of our data, and offers many ways to save and output that data, such as PDF format, CSV format, or even as a web viewable report.”
KB

Kelsey B.

Information Technology Specialist

“I love that Jotform saves all my form responses within the platform so I can review all my applications within the software at any time.”
SR

Skyler R.

Freelance Social Media Specialist

Starting price
39flat rate /
per month
Pros and Cons based on 2,771 verified reviews

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Google Cloud logo
Reviews Sentiment
 
 
 
1-2(11)
3-4(625)
5(1,622)
Key Features
Progress Tracking
Task Management4.6

User insights about the document storage feature

Reviewers appreciate Google Cloud's document storage capabilities for their security, scalability, and ease of access. They find it straightforward to store, manage, and retrieve documents from any device. Users highlight the integration with Google Docs and Google Drive, as well as the ample storage space and advanced security measures, including encryption and access controls.

See related user reviews

“I like that the service syncs stored documents, photos and more across all of my devices, including mobile devices, tablets and PCs.”
AP

Adam P.

I.T. Technician

“I work with various internal and external stakeholders for managing complex data and with google cloud I can store, share, and collaborate on documents in a secure and scalable way across all different teams.”
AK

Athina K.

Product Manager

Starting price
Empty state illustration for "No pricing info"

No pricing info

Pros and Cons based on 2,258 verified reviews

Flexible scalability options

Extensive API offerings

Robust data storage solutions

Efficient document sharing

Seamless integrations

Dependence on internet speed

Inadequate customer support

Frequent software issues

Complex and costly pricing

See pros and cons details
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Progress Tracking
Task Management4.4

User insights about the document storage feature

Reviewers indicate that Visio's document storage integrates well with Microsoft products like OneDrive and SharePoint, providing secure and accessible storage. They find it useful for organizing diagrams and related documents. However, some users prefer using other storage solutions for better compatibility and ease of use.
Verified reviewer profile picture
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“It provides integration with OneDrive and SharePoint for document storage, providing secure and accessible storage”
Verified reviewer profile picture

Ilich R.

Visiting Lecturer

“Document Storage in Visio give one the gateway to save all information gathered accordingly on Visio for further research”
Verified reviewer profile picture

Abraham K.

Graphic Designer

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Efficient flowchart creation

Streamlined workflow design

Professional presentation creation

Versatile diagramming capabilities

Detailed visualizations

High licensing costs

Challenging connector management

Version compatibility issues

Frequent crashes and bugs

Limited document management

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the document storage feature

Users report that monday.com's document storage is useful for organizing and accessing project-related files. They appreciate the ability to categorize documents and the seamless integration with other cloud services like Dropbox. Reviewers mention the ease of collaboration and the centralized location for all project documents, though some experience occasional upload issues.

See related user reviews

“Like most organizations, we have documents in various locations: OneDrive, Dropbox, Google Drive, in-house servers, Sharepoint, Teams, etc., and it's hard for people to find them sometimes. In Monday, we set up a board with those documents listed and a simple link to click to access them. That way it doesn't really matter where the document is actually stored...all you have to do is go to the Monday board that has those links and click!”
GD

Galen D.

COO

“That is one of the best things on Monday. You can upload files direct from your computer or any cloud. I am currently using Dropbox and it is really good. The files are updated automatically on Monday whenever I open the file on dropbox and I save it”
RA

Ricardo A.

Manager

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

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
Progress Tracking4.6
Task Management4.6

User insights about the document storage feature

Reviewers appreciate ClickUp's document storage for its organization and integration with other cloud services like Google Drive. They find it useful for team collaboration, allowing easy sharing and editing of documents. Users highlight the ability to store links and files within tasks and projects, though some prefer using external storage solutions for larger files.
Verified reviewer profile picture

See related user reviews

“Cloud storage utilisation for documents linked to clickup files, such as files in Google drive linked to tasks in clickup make clickup an excellent collaboration tool.”
MO

Michael O.

Senior Civil Engineer

“My team gets to save on ClickUp all links relevant to our projects -- for quick access and convenience. I'm so glad ClickUp allows links to Google files both inside tickets and and on ticket comments”
Verified reviewer profile picture

Rose J.

SEO Specialist

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

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
Zoho CRM logo
Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Progress Tracking4.3
Task Management4.4

User insights about the document storage feature

Reviewers appreciate Zoho CRM's document storage for its efficiency and ease of use. They highlight the ability to store and organize various documents, such as contracts and invoices, securely. Users mention the integration with Zoho Docs and Zoho WorkDrive, which helps in managing and sharing documents with team members. Some note the need for additional storage space for extensive use.

See related user reviews

“ZOHO provides Zoho Docs which ease out the hectic tasks of storing important documents and sharing with the team members.”
SS

Shubham S.

Software Asset management

“Here is the one-stop for storing our documents may it be the client's agreements or proposals or internal documents in one place and easy access with security added.”
RK

Rakesh K.

Agency Owner

Starting price
14per user /
per month
Pros and Cons based on 6,964 verified reviews

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,049)
Key Features
Progress Tracking4.6
Task Management4.7

User insights about the document storage feature

Users find Asana's document storage helpful for attaching and organizing project documents. They appreciate the integration with Google Drive and the ability to securely store and access files. Reviewers mention that while the feature is useful, they often rely on other cloud storage solutions for more comprehensive document management.
Verified reviewer profile picture

See related user reviews

“The document storage is critical is collecting and saving all documents regarding projects being worked on and is proof of productivity of tasks being complete.”
KU

Kyra U.

Marketing Assistant

“Asana is mainly for project and team management so Document Storage doesn't have huge importance on it. We could simply use other cloud storages like google drive and onedrive for storage of documents.”
Verified reviewer profile picture

Bimal S.

Web Developer

Starting price
10.99per user /
per month
Pros and Cons based on 13,543 verified reviews
Verified reviewer profile picture

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

Other Top Rated Workflow Management Software with Document Storage in 2026

Trello logo

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo

Project tracking and workflow management platform

Asana is a workflow 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
Basecamp logo

Flexible project management and team communication tool

Basecamp is a comprehensive project management software that helps teams stay organized and on track. Trusted by millions, Basecamp puts everything needed to get work done in one place, providing a structured way to manage projects, collaborate with clients, and communicate company-wide

Read more about Basecamp

Users also considered
Connecteam logo

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

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

Read more about Connecteam

Users also considered
monday.com logo

Project management software

Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Read more about ClickUp

Users also considered
TaxDome logo

Tax practice management software for bookkeepers and CPAs

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Read more about TaxDome

Users also considered
Notion logo

Project and task management tool

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.

Read more about Notion

Users also considered
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

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.

Read more about Jotform

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

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
Google Cloud logo

Modular platform for computing, hosting, storage and more

Google Cloud Platform is a modular-based platform providing multiple build and scale services to businesses of any size within any industry. It offers tools for document storage, data warehousing, security key enforcement, app creation, API management, AI and machine learning, live chat, and more.

Read more about Google Cloud

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is an AI-powered platform to design, automate, and scale workflows. Build custom apps, deploy AI agents, and eliminate manual work—so teams can move faster and operate with precision.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Organize your workflow online – manage your screens and statuses on one single board. Easily collaborate and track your status.

Read more about Miro

Users also considered
Lucidchart logo

Visual diagramming tool for team collaboration

Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

Read more about Lucidchart

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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.

Read more about PandaDoc

Users also considered
Adobe Workfront logo

Online enterprise work management software

Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

Read more about Adobe Workfront

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

Automate and streamline your customer operations effectively with Bigin's array of automation features. Prioritize strategic tasks while ensuring routine operations run smoothly with features to automate follow-up emails, assign tasks, update deal stages, schedule calls and events and a lot more.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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.

Read more about Process Street

Users also considered
Paycom logo

The only HR and payroll software built on a single database

Paycom is the most automated HCM platform and the only HR and payroll software built on a truly single, unique database that automates the entire employee life cycle.

Read more about Paycom

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Work and project management software that helps in-house teams and agencies improve collaboration, visibility, accountability, and ultimately results. The last project management tool you’ll ever use. Get started working together beautifully with Teamwork.com today for free or schedule a demo.

Read more about Teamwork.com

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

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.

Read more about Ploomes CRM

Users also considered
Meritto logo

Purpose-built to grow your enrollments

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

Read more about Meritto

Users also considered

Key features for Workflow Management software

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

  • Progress Tracking: Reviewers value real-time updates, customizable statuses, and visual summaries that help in monitoring task progress, identifying bottlenecks, and making informed decisions. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users highlight the ability to create, assign, and prioritize tasks, manage deadlines, and track progress through customizable fields, notifications, and visual boards. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers appreciate the ability to customize user access based on roles and responsibilities, ensuring data security and effective collaboration. 87% of reviewers rated this feature as important or highly important.
  • Document Management: Users find it beneficial for centralizing, storing, and organizing documents with version control, easy retrieval, and integration with other tools. 87% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers emphasize the convenience of managing tasks, accessing data, and collaborating on-the-go, ensuring productivity from any location. 85% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Users value the ability to connect with numerous apps and services, enhancing workflow automation and productivity through seamless integration. 85% of reviewers rated this feature as important or highly important.