--- 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 **Vendor:** Softdocs **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 24 ## About Softdocs 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. ## Softdocs Reviews ### 1. User friendly and quick to implement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Softdocs?** Trackin images and document for Alimni Dept and also collecting and streamlining the process for recurring gift and pledge agreements **What do you dislike about Softdocs?** None so far, so not have any dislikes to report **What problems is Softdocs solving and how is that benefiting you?** Tracking recurring gift signatures and donor agreements ### 2. E-Files Made Easy **Rating:** 3.5/5.0 stars **Reviewed by:** Mary Jean S. | Student Services Assistant **Reviewed Date:** March 20, 2022 **What do you like best about Softdocs?** The documents are scanned, stored, and are secure. The clarity of the scanned document is very near if not as good as the original document. I do not have a lot of experience with other companies. **What do you dislike about Softdocs?** I have not scanned recently but when we first began you could choose to scan to the front of the document. So if you have a 100-page document that you added pages to...you could choose to make the page you were scanning the first page. That changed somewhere along the line and now you have to move the pages manually to the front of the document to view the last page scanned as the most current page. **What problems is Softdocs solving and how is that benefiting you?** The biggest problem we solve is the storage of documents and possibly the shredding of documents. This saves time which increases productivity and prerformace. ### 3. Neater than paper!! **Rating:** 4.0/5.0 stars **Reviewed by:** Barb H. | Student Services Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Softdocs?** I appreciate the user-friendly format. Making corrections, and adding post-it notes keeps everyone in the loop. **What do you dislike about Softdocs?** Occasionally it goes offline. I don't think there is anything missing, there are probably several features that I do not use as my job doesn't require it. **What problems is Softdocs solving and how is that benefiting you?** Finding old documents! It has eliminated so much physical storage that it is unreal. Being able to effortlessly share and look at documents simultaneously is the best! ### 4. Etrieve Analysis **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Softdocs?** Having things regarding my employment and our students in one place. **What do you dislike about Softdocs?** I've been working with our main Softdocs person and I've heard him say that they "might be in the next update." Luckily, it seems like you listen to your users and help to make updates as needed **What problems is Softdocs solving and how is that benefiting you?** Electronic signatures for a student waiver process. - [View Softdocs pricing details and edition comparison](https://www.g2.com/products/softdocs/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+02%3A54%3A19+-0500&secure%5Bsession_id%5D=9370392b-0a1a-4d90-8b17-c111ce192a3e&secure%5Btoken%5D=5c30662e835fcc8544d15c9149272ca17230d018e5e77c018887dbf0d8981221&format=llm_user) ## Softdocs Features **Signature Process** - Document Signing - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Edit** - File Type - Color - Crop - Size **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Additional Functionality** - Content Library - Access Controls/Permissions - AI Copilot - Information Governance - Drag & Drop - Collaboration Tools - Reporting/Analytics - Data Capture and Transfer - Indexing - Filtering - Electronic Signature - Version Control - Mobile Access - Document Storage - Generative AI - Approval Process Control - Single Sign On - Image Editing - Customizable Branding - Search/Filter - Tagging - Audit Trail - Document Review - Activity Tracking - Activity Dashboard - Archiving & Retention - Secure Data Storage - Configurable Workflow - SSL Security - Alerts/Notifications - Data Synchronization - Secure Login - Content Delivery - Two-Factor Authentication - Customizable Templates - Mobile Capture - Offline Access - Templates - File Sharing **Logistics** - Upload - Email Attachment - Direct Send - Document Management - Search **Management** - Updates - Integration **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **File Management** - File Type Support - Metadata - OCR Scanning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Activities - Records Management - Template Management - Document Management - Metadata Management - Content Management - Workflow Management - Compliance Management - Digital Asset Management - Task Management - File Management - Forms Management - SEO Management - Audit Management - Website Management - User Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs ## Top Softdocs Alternatives - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,206 reviews) - [Hyland OnBase](https://www.g2.com/products/hyland-onbase/reviews) - 4.4/5.0 (308 reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,523 reviews)