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Top Rated Forms Automation Software with Document Management in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 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
Docusign logo
4.7
(9.2K)
15
flat rate/per month
visit website
Smartsheet logo
4.5
(3.4K)
12
per user/per month
visit website
PandaDoc logo
4.5
(1.2K)
19
per user/per month
learn more
monday.com logo
4.6
(5.7K)
9
per user/per month
learn more
Google Workspace logo
4.7
(17.4K)
7
per user/per month
learn more
pdfFiller logo
4.6
(991)
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(698)
5(2,027)
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 2,766 verified reviews

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Docusign logo

Docusign

Reviews Sentiment
 
 
 
1-2(71)
3-4(1,902)
5(7,276)
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 9,249 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
Smartsheet logo

Smartsheet

Reviews Sentiment
 
 
 
1-2(47)
3-4(1,387)
5(2,043)
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
12per user /
per month
visit website
Pros and Cons based on 3,477 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
PandaDoc logo
Reviews Sentiment
 
 
 
1-2(35)
3-4(421)
5(786)
Key Features
Customizable Forms4.4
Customizable Fields4.5

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
learn more
Pros and Cons based on 1,242 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
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,934)
5(3,712)
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
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Pros and Cons based on 5,717 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(4,153)
5(13,134)
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 17,452 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(28)
3-4(256)
5(707)
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 991 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

Adobe Experience Manager logo

Adobe Experience Manager

Enterprise content management system

visit website
Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

Read more about Adobe Experience Manager

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
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
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
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
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
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
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
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
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
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
TrackVia logo

TrackVia

Workflow automation for enterprise operations

visit website
TrackVia is a low-code workflow management platform that enables organizations to automate processes and manage operational tasks. The platform features customizable workflows, mobile accessibility, real-time dashboards, and integration capabilities with existing enterprise systems. It supports various business functions including asset tracking, work order execution, compliance management, facility management, and quality control across industries.

Read more about TrackVia

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
Google Workspace logo

Collaboration application suite for teams

learn more
Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Read more about Google Workspace

Users also considered
Docusign logo

Electronic signature & document approval software

learn more
Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Read more about Docusign

Users also considered
Connecteam logo
Category Leaders

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

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An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

Read more about Connecteam

Users also considered
monday.com logo

Project management software

learn more
Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

Read more about monday.com

Users also considered
Vagaro logo

All-in-one software for beauty, wellness, & fitness pros

learn more
Vagaro is the best online forms & customer profile management system. Your clients can fill in forms, waivers, surveys & more. Try Vagaro for FREE today! 

Read more about Vagaro

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

learn more
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
Wrike logo

AI powered workflow management platform

learn more
Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

Read more about Wrike

Users also considered
UpKeep logo

Asset operations management software for businesses

learn more
UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

Read more about UpKeep

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

learn more
MaintainX is an AI-powered maintenance and asset management software designed for industrial teams. The platform enables organizations to create and track work orders, manage preventive maintenance schedules, and monitor parts inventory across multiple sites. MaintainX integrates IoT sensors for real-time equipment monitoring and provides customizable reporting tools that transform operational data into actionable insights for reducing downtime and improving efficiency.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

learn more
PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Read more about PandaDoc

Users also considered
pdfFiller logo

Online PDF form filler & editor

learn more
pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

Read more about pdfFiller

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.