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Top Rated Forms Automation Software with Document Storage in 2026

Verified reviewer profile picture
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: April 2026

Document storage enables secure and organized access to critical documents from any device. It facilitates collaboration, version control, and backup, streamlining the management and sharing of forms and related data. Our reviewers in forms automation software rated this feature as highly important.

6 Best Forms Automation Software with Document Storage

Product
User rating
Starting price
pdfFiller logo
4.6
(991)
8
flat rate/per month
learn more
Docusign logo
4.7
(9.2K)
15
flat rate/per month
learn more
Jotform logo
4.7
(2.7K)
39
flat rate/per month
learn more
Google Workspace logo
4.7
(17.4K)
7
per user/per month
learn more
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

See other top Forms Automation products with document storage

How we picked the 6 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 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 6 best products

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 storage feature

Users find pdfFiller's document storage feature highly useful for saving and accessing fillable documents. They appreciate the ability to store documents securely online and retrieve them easily. Reviewers also highlight the integration with other cloud storage solutions and the convenience of having a backup for important files.

See related user reviews

“I enjoyed storing my documents safely online with PDFFiller. I could retrieve prior documents I had worked without having to use a pendrive to access documents.”
VE

Vincent E.

Clinical Sex Therapist

“I love that this software has document storage. It makes it so much easier if I need copies of certain documents and I can access them easily”
BR

Bridgett R.

Owner

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
Docusign logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,902)
5(7,283)
Key Features
Customizable Forms4.7
Customizable Fields4.5

User insights about the document storage feature

Reviewers feel that DocuSign's document storage is essential for keeping signed documents organized and easily accessible. They value the security and convenience of storing documents in the cloud, with the ability to download and share as needed. Users appreciate the integration with other storage solutions like Salesforce and Google Drive, although some prefer using their own systems.

See related user reviews

“Storing documents within the DocuSign platform has created an easy access, retrieval, and sharing when needed. It has also enhanced document security and compliance with retention policies.”
eu

edward u.

owner

“DocuSign automatically stores documents for you as long as you have a login credentials, but they also email you the completed forms and also store the documents for you to review so this is a really good feature to have so that you always have access to your documentation when needed.”
LS

Lisa S.

Merchandiser

Starting price
15flat rate /
per month
learn more
Pros and Cons based on 9,256 verified reviews

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
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(700)
5(2,041)
Key Features
Customizable Forms4.7
Customizable Fields4.7

User insights about the document storage feature

Users report that Jotform's document storage is convenient for keeping all forms and submissions in one place. They appreciate the ability to store documents securely and access them easily when needed. Reviewers also mention the feature's usefulness for compliance with state requirements and the option to automate downloads to preferred locations.

See related user reviews

“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

“It is essential that we have document storage for HR forms, particularly in cases of any future information requests on particular employees. Jotform provides document storage which is very convenient. ”
VO

Victoria O.

Compliance Officer

Starting price
39flat rate /
per month
learn more
Pros and Cons based on 2,782 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 Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,154)
5(13,152)
Key Features
Customizable Forms4.5
Customizable Fields4.3

User insights about the document storage feature

Reviewers indicate Google Workspace's document storage is highly valuable for its ample cloud space, easy access, and seamless integration with other Google tools like Docs, Sheets, and Slides. They find the storage secure, allowing for efficient organization and sharing. Users appreciate the ability to access documents from any device and the powerful search functionality that simplifies retrieval.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“Seamless integration with other tools like Google Docs and Sheets, making it easy to collaborate and share documents in real time. It offers secure cloud storage with customizable access levels, ensuring that teams can work from anywhere”
Verified reviewer profile picture

Katya L.

Assoicate

“Document storage in Google Workspace significantly enhances productivity by allowing users to easily store, share, and access files from anywhere. Its integration with tools like Google Drive ensures seamless collaboration, although managing”
Verified reviewer profile picture

Bazigha N.

Fabric painting

Starting price
7per user /
per month
learn more
Pros and Cons based on 17,471 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

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
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 storage feature

Reviewers appreciate PandaDoc's secure document storage, noting it provides a reliable backup for important files. They find the storage vault with search functionality helpful for locating documents. Users mention the ease of saving and accessing documents within the application, though some suggest improvements to the user interface for better document management.

See related user reviews

“Document storage allows us to have an online cloud to keep all of our client contracts so that in the event of a system wipe, we have continued backups within our backups. ”
AD

Ashley D.

Designer

“PandaDoc provides a secure document storage vault with search function that make it easy to locate a document.”
JF

Joe F.

Associate Professor of Law

Starting price
19per user /
per month
learn more
Pros and Cons based on 1,242 verified reviews

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(1,936)
5(3,713)
Key Features
Customizable Forms4.6
Customizable Fields4.5

User insights about the document storage feature

Reviewers indicate that monday.com's document storage is beneficial for keeping project-related files in one place. They appreciate the ease of attaching documents to tasks and projects, making collaboration more efficient. Users also value the ability to access files from anywhere, though some prefer using other dedicated storage solutions.

See related user reviews

“I deal with around 30 documents from each client and their secure storage is very critical for me. Monday.com not only gives me the ability to store documents but many layers of security as well.”
KT

Kunal T.

Co-Founder

“It can be hard to keep track of all your important documents, especially when you're dealing with a lot of them at once. That's why document storage is so important in tools like Monday.com - it ensures that you always have easy access to the files you need, when you need them.”
MA

Mary A.

Digital Marketer & Copywriter

Starting price
9per user /
per month
learn more
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

Other Top Rated Forms Automation Software with Document Storage in 2026

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

learn more
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
Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

learn more
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
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
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
SurveyLegend logo

Mobile-friendly survey management platform

learn more
SurveyLegend enables you to create mobile-friendly surveys, forms, & polls with ease—now with advanced form automation. Streamline data collection, cut manual tasks, & eliminate errors. Automate workflows, trigger actions, & save time while capturing accurate, actionable responses effortlessly.

Read more about SurveyLegend

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
Process Street logo
Category Leaders

AI-enabled compliance operations platform.

learn more
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
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

learn more
Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

Users also considered
Submittable logo

Grant management and CSR software

learn more
Submittable provides grant management and corporate social responsibility software for foundations, governments, and corporations. The platform enables organizations to build customizable application forms, manage review processes, and track program budgets in real time without technical expertise. It includes features for fraud prevention, impact reporting, and automated workflows that help streamline administrative tasks.

Read more about Submittable

Users also considered
Bitrix24 logo

All in one business management workspace

learn more
Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

Read more about Bitrix24

Users also considered
IntakeQ logo
Category Leaders

Web-based intake forms management software

learn more
IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments

Read more about IntakeQ

Users also considered
SiteDocs logo

Cloud-based digital workplace safety and compliance solution

learn more
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

The field service workflow platform for the connected worker

learn more
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
Pipefy logo

Cloud-based and AI-powered process orchestration platform

learn more
Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

Read more about Pipefy

Users also considered
Formaloo logo
Category Leaders

Your Business Data OS

learn more
Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

Read more about Formaloo

Users also considered
Fulcrum logo

Fulcrum – built for the field, elevated by AI.

learn more
Fulcrum is a field-first SaaS platform that automates field data collection and inspections. It streamlines workflows, integrates with GIS, and uses AI-powered tools like FastFill to boost accuracy and efficiency. Trusted globally, Fulcrum helps teams work smarter and drive digital transformation.

Read more about Fulcrum

Users also considered
Pointerpro logo

Assessments and surveys for generating personalized reports

learn more
Pointerpro is an all-in-one assessment software platform that enables users to create online assessments and automatically generate personalized PDF reports for respondents. The platform features a drag-and-drop report builder, scoring capabilities, and multiple assessment types including personality tests, risk assessments, and surveys, while maintaining ISO 27001 certification for data security.

Read more about Pointerpro

Users also considered
Jotform Sign logo

Powerful Forms Get It Done

learn more
Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

Read more about Jotform Sign

Users also considered
Award Force logo

Awards management software

learn more
Award Force is award-winning software for forms automation to manage submissions online.

Designed for performance and function, its fast, secure and a great experience for submitters, evaluators and form managers.

Read more about Award Force

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: Users value the ability to tailor forms to their specific needs, incorporating branding, themes, and various question types for better data collection and user experience. 95% of reviewers rated this feature as important or highly important.
  • Customizable Fields: Reviewers highlight the flexibility to create diverse field types, ensuring accurate data collection and user-friendly forms tailored to specific project or client needs. 94% of reviewers rated this feature as important or highly important.
  • Forms Creation & Design: Reviewers appreciate the ease of creating and designing forms with various templates, drag-and-drop features, and customization options to meet specific business requirements. 92% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users emphasize the convenience of accessing and managing forms from any mobile device, ensuring productivity and collaboration 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, integrating with other tools, and reducing manual processes for faster task completion. 88% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users find the electronic signature feature essential for quick, secure document signing, enhancing the efficiency of completing contracts and approvals remotely. 85% of reviewers rated this feature as important or highly important.