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Top Rated Forms Automation 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: February 2026

Document management organizes, stores, and retrieves forms efficiently. It facilitates real-time collaboration, version control, and secure access, ensuring forms are easily accessible, editable, and shareable among team members. Our reviewers in forms automation software rated this feature as important.

7 Best Forms Automation Software with Document Management

Product
User rating
Starting price
Jotform logo
4.7
(2.7K)
39
flat rate/per month
visit website
Smartsheet logo
4.5
(3.4K)
9
per user/per month
visit website
Docusign logo
4.7
(9.1K)
15
flat rate/per month
visit website
PandaDoc logo
4.5
(1.2K)
19
per user/per month
visit website
monday.com logo
4.6
(5.6K)
9
per user/per month
visit website
Google Workspace logo
4.7
(17.3K)
7
per user/per month
learn more
pdfFiller logo
4.6
(988)
8
flat rate/per month
learn more

See other top Forms Automation products with document management

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 Forms Automation 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 7 best products

Jotform logo

Jotform

Reviews Sentiment
 
 
 
1-2(41)
3-4(680)
5(1,994)
Key Features
Customizable Forms4.7
Customizable Fields4.7

User insights about the document management feature

Reviewers highlight Jotform's document management capabilities as convenient and easy to use. They appreciate the ability to store, organize, and access documents from anywhere. Users find it helpful for managing forms and responses, with a clear structure for multiple locations. However, some mention the need for better integration with other document management systems.

See related user reviews

“JotForm provides a comprehensive document management solution to securely store, organize and access your important documents from anywhere.”
MM

Mohan M.

SYSTEM ADMINISTRATOR

“Being able to structure the Jotform documents consistently for multiple locations is a must and their structure works great for that!”
CC

Curtis C.

Director of Advancement Services

Starting price
39flat rate /
per month
visit website
Pros and Cons based on 2,715 verified reviews

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Smartsheet logo

Smartsheet

Reviews Sentiment
 
 
 
1-2(47)
3-4(1,383)
5(2,039)
Key Features
Customizable Forms
Customizable Fields4.6

User insights about the document management feature

Users find Smartsheet's document management capabilities helpful for attaching, storing, and sharing documents within projects. They appreciate the ability to control versions and keep all documents in one place. However, some reviewers mention the need for improved search functionality and better integration with other document management systems.
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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 ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“We house all of our current and versioned design files on Smartsheet. Same for permits, reports, and every other document needed for the overall development process. ”
DW

Derek W.

Project Manager

Starting price
9per user /
per month
visit website
Pros and Cons based on 3,469 verified reviews
Verified reviewer profile picture

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
Docusign logo

Docusign

Reviews Sentiment
 
 
 
1-2(70)
3-4(1,889)
5(7,229)
Key Features
Customizable Forms4.7
Customizable Fields4.5

User insights about the document management feature

Users find DocuSign's document management capabilities efficient and user-friendly, allowing for easy storage, retrieval, and tracking of signed documents. They appreciate the secure storage, audit trails, and the ability to manage documents in one place. However, some reviewers mention the need for improved search functionality and better organization of signed documents.
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“While we do save each signed document in its designated folder on our server, I love being able to go into my DocuSign dashboard and easily see what documents have been signed, which have not, and have a historical record at my fingertips. ”
NR

Nathan R.

People and Culture Business Partner

“Document management is essential in DocuSign as it enables users to electronically sign, securely store, track, and access documents throughout the agreement lifecycle. This centralizes and streamlines workflows.”
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Yolandi E.

Network Admin

Starting price
15flat rate /
per month
visit website
Pros and Cons based on 9,188 verified reviews
Verified reviewer profile picture

Efficiency and time savings

Convenient diGital signing

Robust security features

Environmentally friendly paperless operations

High costs and confusing pricing

Challenges with email management

Technical and customer support issues

See pros and cons details
PandaDoc logo

PandaDoc

Reviews Sentiment
 
 
 
1-2(35)
3-4(418)
5(782)
Key Features
Customizable Forms4.4
Customizable Fields4.4

User insights about the document management feature

Reviewers appreciate PandaDoc's document management capabilities, noting its ease of use for creating, storing, and managing documents. They find it helpful for tracking document status and receiving updates. Users also mention the ability to sort documents by status and the real-time updates. However, some find the template and fields section challenging to use.
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“An essential component of PandaDoc's value offering is document management, which gives users effective ways to generate, monitor, and handle corporate documents.”
FN

Fariha N.

Director, ICT Operations

“Document management is great, it allows you to search all of the documents and then sort by status (expired, sent, approved, viewed)”
Verified reviewer profile picture

Rob S.

Area Director

Starting price
19per user /
per month
visit website
Pros and Cons based on 1,235 verified reviews
Verified reviewer profile picture

Real-time document tracking

Streamlined proposal creation

Convenient electronic signatures

Efficient workflow management

Quick contract signing

Inconsistent document formatting

Email notification issues

Slow issue resolution

Limited form field functionality

Subpar document management

See pros and cons details
monday.com logo

monday.com

Reviews Sentiment
 
 
 
1-2(69)
3-4(1,923)
5(3,696)
Key Features
Customizable Forms4.6
Customizable Fields4.5

User insights about the document management feature

Users report that monday.com offers solid document management capabilities, facilitating organization and collaboration. They find it easy to add, store, and share documents within the platform. However, some reviewers mention that the document feature can be laggy and that there are better alternatives for document management.

See related user reviews

“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

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
visit website
Pros and Cons based on 5,688 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
Google Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,139)
5(13,086)
Key Features
Customizable Forms4.5
Customizable Fields4.3

User insights about the document management feature

Reviewers appreciate Google Workspace's document management capabilities, highlighting its ease of use, secure storage, and real-time collaboration. They find it valuable for organizing, sharing, and accessing documents from any device. Users also mention the helpful version history and permission control features. However, some note issues with document organization and the need for improved auto-organization options.

See related user reviews

“Google Workspace, especially Google Drive, is great for keeping my documents in order. I can make, save, and share documents, spreadsheets, and slides online. I can also work together with others on the same document, which is super helpful.”
SK

Shadman K.

Software Engineer

“There are a few ways that document management can impact Google Workspace. One is by providing an easier way to organize and find documents. This can be especially helpful if a lot of team members are working on different projects at the same time. Another way document management can impact Google Workspace is by giving team members the ability to collaborate on documents in real-time. This can be helpful for getting feedback or brainstorming ideas.”
GK

Geoffrey K.

manager

Starting price
7per user /
per month
learn more
Pros and Cons based on 17,390 verified reviews

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details
pdfFiller logo
Reviews Sentiment
 
 
 
1-2(27)
3-4(256)
5(705)
Key Features
Customizable Forms4.4
Customizable Fields4.4

User insights about the document management feature

Reviewers appreciate pdfFiller's document management capabilities, highlighting its ease of use for organizing, storing, and modifying documents. They find it valuable for managing multiple versions and ensuring document security. However, some users mention issues with printing and saving documents, and the lack of an undo button.

See related user reviews

“What I like about this vert feature, is how well it manages documents. This tool takes care and manages documents very effectively and well. Its very well organised and a laid out feature, allowing you to manage various documents.”
AG

Amardeep G.

Call Centre

“I loved the document management features of PDFFiller. One thing that was helpful was the PDFFiller detected if I uploaded multiple versions of the same document and it helped me to use the latest version of the document. I also loved merging.”
VE

Vincent E.

Clinical Sex Therapist

Starting price
8flat rate /
per month
learn more
Pros and Cons based on 988 verified reviews

Efficient document signing

Streamlined office productivity

High cost concerns

See pros and cons details

Other Top Rated Forms Automation Software with Document Management in 2026

PaperStream Capture Pro logo

PaperStream Capture Pro

Discover high level data extraction and indexing

visit website
PaperStream Capture Pro is designed to work with Ricoh Scanners and PaperStream IP Drivers, offering a user-friendly experience that simplifies document processing, enhances images, and provides powerful after-scan corrections to support effective document management.

Read more about PaperStream Capture Pro

Users also considered
SiteDocs logo

SiteDocs

Cloud based digital workplace safety and compliance solution

visit website
SiteDocs Safety Management Software helps companies streamline operations with digital forms, ensure compliance with real-time monitoring, and reduce injuries with advanced analytics.

Read more about SiteDocs

Users also considered
TrueContext logo

TrueContext

The field service workflow platform for the connected worker

visit website
TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

Read more about TrueContext

Users also considered
Cognito Forms logo

Cognito Forms

Category Leaders

Online form builder with powerful features

visit website
Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

Read more about Cognito Forms

Users also considered
GoCanvas logo

GoCanvas

Easy, flexible & powerful software for service businesses.

visit website
GoCanvas is the industry leader in helping businesses replace their inefficient paper forms and manual processes with customizable mobile apps.

Read more about GoCanvas

Users also considered
Ease.io logo

Ease.io

Mobile friendly, web-based audit and inspection management

visit website
Ease.io is a layered process audit and inspection management mobile app for automotive, aerospace and manufacturing organizations.

Read more about Ease.io

Users also considered
Headlessforms logo

Headlessforms

Form creation solution for developers

visit website
Headlessforms is a backend solution that offers the right tools to online form creators to receive respondents’ submissions in real time, without the need for code.

Read more about Headlessforms

Users also considered
Jotform logo

Jotform

Category Leaders

Cloud-based form builder tool for digital forms.

visit website
Jotform helps you create online forms and collect data, all without needing to write a single line of code.

Read more about Jotform

Users also considered
SurveyJS logo

SurveyJS

JavaScript Form Builder — Simplify forms. Secure your data.

visit website
SurveyJS is a product family of client-side UI components that simplify data collection in your JavaScript application. Create and style dynamic JSON-based forms using a self-hosted form builder that features a CSS theme editor and GUI for conditional rules and form branching.

Read more about SurveyJS

Users also considered
Dokmee Capture logo

Dokmee Capture

Document scanning software for small to midsize businesses

visit website
Dokmee Capture is a document management software designed to help scanning departments in large corporations, scanning service bureaus, and other organizations streamline document conversion operations.

Read more about Dokmee Capture

Users also considered
Droplet logo

Droplet

Forms and workflow automation software

visit website
Droplet is a forms automation software designed to help schools and government organizations create dynamic web forms to collect business data. The application enables businesses to automate approvals with detailed business logic, conduct analytics, and capture and store digital data.

Read more about Droplet

Users also considered
EasySend logo

EasySend

Your digital partner.

visit website
EasySend is the no-code platform designed for enterprises to build and manage digital processes, streamline customer data intake, and automate workflows.

Read more about EasySend

Users also considered
SafetyCulture logo

SafetyCulture

Cloud-based inspection tool for mobile inspections.

visit website
SafetyCulture is a cloud-based inspection solution that allows users to conduct inspections, capture issues, and manage corrective actions across their organization. The platform's drag-and-drop template builder makes it easy to convert existing paper checklists or Excel spreadsheets into smart, customizable inspection forms. Users can add logic to these forms to streamline the inspection process by showing or hiding fields based on responses.

Read more about SafetyCulture

Users also considered
Formstack Forms logo

Formstack Forms

Solution for collecting and managing data

visit website
Formstack Forms simplifies the data collection process allowing you to create beautiful online forms in seconds. Spin up forms and survey’s in seconds all from one centralized app.

Read more about Formstack Forms

Users also considered
TrackVia logo

TrackVia

Build Apps Crazy Fast, Without Code.

visit website
TrackVia helps IT and business users turn manual processes or spreadsheets into web and mobile apps fast and with no complex coding.

Read more about TrackVia

Users also considered
Mitratech HotDocs logo

Mitratech HotDocs

Template-driven, automated document & form assembly software

visit website
HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

Read more about Mitratech HotDocs

Users also considered
Formstack Suite logo

Formstack Suite

Cloud-based tool for form building and workflow automation.

visit website
Formstack is a cloud-based form building solution that helps organizations with the tools to build online forms, collect information, integrate systems, automate workflows, and more.

Read more about Formstack Suite

Users also considered
SilverBlaze Customer Portal logo

SilverBlaze Customer Portal

Self-Service customer portal solution to build relationships

visit website
The Silverblaze Customer Portal is a self-service web portal that integrates billing, online payments and service alerts into a single web portal. The solution provides customers with self-help tools to manage their utilities, reducing call valume and monitoring portal usage. Additionally, the system allows users to maintain relationships with customers through push notifications that deliver regular updates on upcoming payments, service outages and more.

Read more about SilverBlaze Customer Portal

Users also considered
Forms On Fire logo

Forms On Fire

Category Leaders

Mobile forms, dispatch, task and workflow solution

visit website
Digitize your forms and workflows using our cloud software and reward your employees with the most advanced, rich mobile data collection and workflow system on the planet. Work offline and get the latest versions of your forms, data sources, documents and tasks - on whatever device you're using.

Read more about Forms On Fire

Users also considered
Celant Document Automation Engine logo

Celant Document Automation Engine

Full-service document automation solution

visit website
Document Automation Engine is a document automation solution focused on loan officers in CDFI’s, attorneys in small-to-medium sized law firms, and in-house counsel in corporations who deal with drafting multiple document sets over and over based on form agreements.

Read more about Celant Document Automation Engine

Users also considered
Checkit logo

Checkit

(0)

Cloud-based workflow management platform

visit website
Checkit Operations Management is a cloud-based and on-premise workflow automation platform designed to help businesses in the healthcare, retail, pharmaceutical, and various other industries monitor employees, assign tasks to team members, manage stock placement, and more.

Read more about Checkit

Users also considered
doForms logo

doForms

Mobile forms & mobile data collection

visit website
Build custom online forms to replace your work orders, invoices, surveys and more in just a few clicks.

Read more about doForms

Users also considered
GoAudits logo

GoAudits

Audit and inspection management software

visit website
GoAudits is a mobile inspection and auditing platform that enables businesses to conduct digital inspections across multiple industries. The application offers customizable checklists, offline functionality, and automated report generation to streamline quality control processes. GoAudits works across web, iOS, and Android devices, allowing teams to capture data, assign follow-up actions, and analyze performance trends through interactive dashboards.

Read more about GoAudits

Users also considered
GW Apps logo

GW Apps

Business application development solution.

visit website
GW Apps is a comprehensive no-code platform that enhances business processes with custom app development, a versatile form builder, and advanced workflow automation.

Read more about GW Apps

Users also considered
flowdit logo

flowdit

Streamlining Quality, Empowering Compliance

visit website
flowdit automates forms by digitizing checklists, inspections, and audits. It streamlines data capture, reduces errors, and enhances efficiency with real-time updates and seamless integration across systems for consistent data flow.

Read more about flowdit

Users also considered

Key features for Forms Automation software

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

  • Customizable Forms: Reviewers emphasize the ability to personalize forms with themes, branding, and various field types, enhancing data collection accuracy and user engagement. 95% of reviewers rated this feature as important or highly important.
  • Customizable Fields: Users highlight the flexibility to tailor fields to specific data collection needs, improving data accuracy and user experience. 94% of reviewers rated this feature as important or highly important.
  • Forms Creation & Design: Reviewers appreciate the ease of creating and designing forms using templates and drag-and-drop features, making forms visually appealing and functional. 92% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users value the ability to access and manage forms on mobile devices, ensuring productivity and flexibility while on the go. 92% of reviewers rated this feature as important or highly important.
  • Process/Workflow Automation: Reviewers note the efficiency gained from automating workflows and integrating forms with other systems, reducing manual tasks and streamlining processes. 88% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users find the electronic signature feature essential for obtaining secure and legally binding signatures, simplifying document approval processes. 85% of reviewers rated this feature as important or highly important.