--- title: Softdocs Reviews meta\_title: 'Softdocs Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 24 reviews by the users' company size, role or industry to find out how Softdocs works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 24 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Softdocs Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Softdocs but has limited features. Are you part of the Softdocs team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Softdocs is the only education focused provider of process automation and document management to enable schools to modernize campus operations and drive institutional success. We have helped hundreds of clients seamlessly integrate our platform with their SIS and other core systems across campus providing secure and compliant forms, workflows, electronic signatures, and content storage to build a connected campus and easily do more with less. * * * Seller [Softdocs](https://www.g2.com/sellers/softdocs) Discussions [Softdocs Community](https://www.g2.com/products/softdocs/discuss) Languages Supported English Overview by Amanda Short Show More ## Top-Rated Alternatives [ ![Laserfiche](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![Hyland OnBase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hyland OnBase") Hyland OnBase 4.4/5(324) ](https://www.g2.com/products/hyland-onbase/reviews) [ ![Docusign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Docusign") Docusign 4.5/5(2,629) ](https://www.g2.com/products/docusign/reviews) [ View All Alternatives ](https://www.g2.com/products/softdocs/competitors/alternatives) ## User Insights Average based on 24 real user reviews. [Log in to unlock pricing and user insights](/login) JS Joahn S. Enterprise (\> 1000 emp.) 4/23/2024 "Excellent support and process analysis" 5/5 What do you like best about Softdocs? There are endless ways to get creative with forms and workflows. I have yet to hear a support or CSM say, "not possible." To clarify, we have unique workflows and forms that are complex. Form building experts jump in and help us meet our needs and continue to help when we need changes or updates on the fly. Review collected by and hosted on G2.com. What do you dislike about Softdocs? I provide support on-site to users. I believe Etrieve would benefit from an "act as user" function to allow sys admins to identify user errors that can be quickly resolved. It requires many phone calls, Teams meetings, and email exchanges. This is a function issue only. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Document storage and management, e-forms have reduced paper, and staff need to access only one system to fill out forms and review forms that have been submitted. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ray K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray K.") RK Ray K. Mid-Market (51-1000 emp.) 1/24/2024 "Continuing Innovation & Great Service" 5/5 What do you like best about Softdocs? I greatly appreciate the continuous improvment of the software by adding new and upgraded features regularly, along with stellar customer service. Etrieve is very easy to inegrate with our ERP and other services, and we use it extensively throughout the college. Review collected by and hosted on G2.com. What do you dislike about Softdocs? My experience with Softdocs has been nothing but positive. Having worked with many software vendors, I can easiely say Softdocs has been the best partner by far. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? The robust form and workflow combination allows us to automate many processes without having to bog down users. No matter how simple or complex the process is, I've yet to find one I couldn't improve using Etrieve. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Eric W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric W.") EW Eric W. Data Quality & Business Intelligence Mgr Mid-Market (51-1000 emp.) 4/23/2024 "Great Product. Great Service" 5/5 What do you like best about Softdocs? Extremely easy to file and retrieve documents for the end user. Security and permissions is excellent for limiting who sees what. Integration with external db's makes the platform very versatile. Their after-sales support is awesome!! Review collected by and hosted on G2.com. What do you dislike about Softdocs? There is not really anything I dislike about the product. There is a learning curve from an administrative/developer standpoint, but the product is rather intuitive once you get going. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? A one-stop shop for forms creation, processing and storage. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CE Cheryl E. Mid-Market (51-1000 emp.) 11/7/2023 "Softdocs - The Best" 5/5 What do you like best about Softdocs? I love how Softdocs works with its customers to create partnerships. We have been able to do some very cool things over the past years. Review collected by and hosted on G2.com. What do you dislike about Softdocs? Currently we are pleased with all of the changes Softdocs has made. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Integrating API's for Ellucian schools and Softdocs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TW Trevor w. Enterprise (\> 1000 emp.) 3/27/2023 "Replacing paper" 5/5 What do you like best about Softdocs? It's easy to spin up simple forms and keep track of where in the work flow they are. If you have more complicated designs, the tool is powerful enough to accommodate with a bit of code behind the forms. Review collected by and hosted on G2.com. What do you dislike about Softdocs? There are a lot of places where manual lists of approvers need to be maintained, and when those lists change, it can be hard to keep track of all the places you need to edit. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? We have converted so many paper forms to eforms and migrated our legacy document management system into Content. There is still a fair backlog of forms that are still processed with paper, that we are developing, and some work flows that wouldn't be possible on paper. We also have had a big decrease in processing time for these work flows which used to involve packets of paper stuck on people's desks for weeks. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![Kathy S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathy S.") KS Kathy S. Mid-Market (51-1000 emp.) 2/13/2023 "What we love about Etrieve in Murray County Schools." 5/5 What do you like best about Softdocs? Using etrieve allows our district to eliminate unnecessary paperwork at the school and district level. Our entire accounts payable system runs through the easy to use platform. What we like best is that our platform can be customized to fit our needs. We were able to create forms and workflows that work best for us.. Review collected by and hosted on G2.com. What do you dislike about Softdocs? Our only dislike is that we did not use it sooner. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Our main problem was how to build a workflow that allowed our schools to purchase goods under $5,000 without the use of a purchase order. The payment verification tool resolved that issue for us and makes our accounts payable seamless. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller PC Peter C. Senior Systems Analyst Mid-Market (51-1000 emp.) 3/31/2022 "The Best Priced Imaging Solution with the Best Customer Support In The Business" 5/5 What do you like best about Softdocs? The solution is intuitive. The price is very reasonable. The customer support is the best I have worked with. Importing new documents is extremely easy. Adding new departments to Etrieve doesn't take much effort at all. It is a great all-around product and their strong familiarity with Higher Ed is a bonus. Review collected by and hosted on G2.com. What do you dislike about Softdocs? I wish Etrieve Central's Forms were more robust and had greater functionality. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? We managed to get over 24 five-drawer filing cabinets into Etrieve, freeing up a large room to become a new meeting area. It has never been easier to go paperless! Review collected by and hosted on G2.com. Show More 2/13/2023 Current UserValidated ReviewerSource: Organic ![Jennifer O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer O.") JO Jennifer O. Mid-Market (51-1000 emp.) 3/27/2023 "Completed implementation with 2 functional offices" 4.5/5 What do you like best about Softdocs? The staff we worked with at Softdocs have been tremendous, knowledgeable and supportive. We couldn't have asked for a better training staff and client success manager Review collected by and hosted on G2.com. What do you dislike about Softdocs? I wish there was a better batch import option but the serve product would probably meet most of our needs in that area. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Too early to tell but workflows and online forms will be extremely helpful to assist with streamlining functions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign AB a b. DBA/SharePoint Admin Small-Business (50 or fewer emp.) 5/4/2022 "A versatile and well supported software" 5/5 What do you like best about Softdocs? Softdocs does a great job supporting both customers and Etrieve, their software. The continuous improvement approach and the frequent release of new features make this platform appealing to work with, and able to meet a variety of needs. Users have great amounts of input into the development process, and customer service is responsive and very competent. Review collected by and hosted on G2.com. What do you dislike about Softdocs? The platform allows for user implementation of the imaging and content management product, workflows and forms. Softdocs also sells consulting covering all these areas. The many advanced features and toolsets for building out all these products are not as well documented as would be desireable. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? We get new students into our systems using Etrieve. Using the software has greatly simplified the process for our staff, and also provides a more seamless experience for our students. Forms and workflows go a long way in alleviating cumbersome paper processes, and the constantly improving admin interfaces give great insight into the status of any given process at-a-glance. Cumbersome and dreaded processes have become manageable and quick. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Haley L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Haley L.") HL Haley L. Director of Financial Aid Mid-Market (51-1000 emp.) 5/3/2022 "No More Ancient Processes!!" 5/5 What do you like best about Softdocs? The biggest upside to using Etrieve is as a Financial Aid Office, we were able to meet the students where they were at.. online. We were able to take our verification process down from 2 weeks to 3 days. Review collected by and hosted on G2.com. What do you dislike about Softdocs? I think that the Form Builder needs some work to it. There are so many levels to the form builder that it can get a little confusing at times, however I do enjoy being able to build the forms how I want them built. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? By implementing Etrieve, it has allowed DC3 to review its processes and procedures thoroughly. It allowed us to realized we had some holes in our processes that we were losing kids, and by implementing Etrieve we were able to help solve those holes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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