--- 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) ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") AH Verified User in Higher Education Enterprise (\> 1000 emp.) 3/8/2022 "Softdocs solves our workflow and paper trail issues" 5/5 What do you like best about Softdocs? We are retrieving information back from our ERP into Softdocs eforms. That along with the workflows, help solve our paper trail issues. We authenticate with CAS which also allows us to sign documents electronically in the examples of financial aid or HR paperwork. Softdocs has also helped us along our journey as we take the application even further to updating data in our ERP. We also like the Form Builder options which allow users to create forms without requiring IT support. The support we get from Softdocs is outstanding! Both students and staff see the huge difference Softdocs has made in our workflows and processes. Review collected by and hosted on G2.com. What do you dislike about Softdocs? We decided not to purchase the Content Document Storage product and that would have been very helpful for the overall user experience. Content would have allowed us to store, index, and report on our eforms. Review collected by and hosted on G2.com. Recommendations to others considering Softdocs: Purchase Content along with Etrieve Central Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? One great feature of Softdocs Workflow is it allows users to enter data while a form is in progress. This has really helped departments see changes and track them as they move through the workflow. As we find new ways of using Softdocs, we are solving problems we didn't even know we had such as automatic field calculations in travel reimbursement forms. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") AH Verified User in Higher Education Enterprise (\> 1000 emp.) 3/2/2022 "Softdocs Etrieve Revolutionized Digital Forms at LCC" 5/5 What do you like best about Softdocs? The ability to build a form quickly, assign a workflow and have it operating for end-users in such a short period makes the tool worth the money and effort. Review collected by and hosted on G2.com. What do you dislike about Softdocs? We made the mistake of not purchasing Content, but instead have attempted to make Banner Document Management work instead. The other areas for improvement are electronic signatures for anonymous users. One other area of help to the form builder would be to have the function to unhide hidden rows when working with the form. Review collected by and hosted on G2.com. Recommendations to others considering Softdocs: Purchase Content when you purchase Etrieve and use the Database Sources to connect to your SIS/ERP Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? We have been able to speed up the tedious task of form chasing with the workflow processes within Etrieve. The ability to route forms based on form content or end-user decisions helps keep documents flowing fast. Both students and staff have benefited from being more self-sufficient, having the ability to monitor the form in the flow and know it is being processed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Brandi H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandi H.") BH Brandi H. Military and Veteran Services Coordinator Mid-Market (51-1000 emp.) 3/9/2022 "Reduce the use of Paper" 5/5 What do you like best about Softdocs? The ability to attach documents after a file has been made. Review collected by and hosted on G2.com. What do you dislike about Softdocs? Downtime for maintenance can be an issue sometimes but doesn't happen often and can be done outside of the workday most times. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Access to documents when I am working remotely. Etrieve has also helped reduce the amount of paper used by allowing me to upload documents into Etrieve instead of having paper files. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JS Jill S. SIS Support Specialist Mid-Market (51-1000 emp.) 3/2/2022 "Etrieve has helped streamline many of our processes and is, for the most part, end-user friendly" 4.5/5 What do you like best about Softdocs? I like having a form and a workflow that ends with secure storage all in one tool. Review collected by and hosted on G2.com. What do you dislike about Softdocs? The building out of forms and workflows is not as easy as implied. For someone who is not a programmer type, there is a steep learning curve. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Having one place to store files that is safe and easy to access. Simplifying and streamlining departmental processes. Eliminating complicated workflows Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Verified User in Higher Education Mid-Market (51-1000 emp.) 3/9/2022 "Etrieve is Beneficial" 5/5 What do you like best about Softdocs? I like the ease of transferring documents into Etrieve. I also like the electronic stamps (official, unofficial, processing, etc) Review collected by and hosted on G2.com. What do you dislike about Softdocs? I wish documents would be larger when looking in a file that has been submitted, and trying to delete some of the pages (i.e. when students submit several pages of taxes we don't need - and we have to delete some of them) - or move them around. Review collected by and hosted on G2.com. Recommendations to others considering Softdocs: It's a great product, and easy to use. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Sometimes scanners connected don't work properly, necessitating a restart. One feature that is beneficial is the electronic stamper, and also the highlighter. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Valerie K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Valerie K.") VK Valerie K. Student Services Assistant Mid-Market (51-1000 emp.) 3/9/2022 "It is very user friendly and easy to navigate." 5/5 What do you like best about Softdocs? I process documents all day from Etrieve. They are clear and easy to view. The filing process is also very smooth. Review collected by and hosted on G2.com. What do you dislike about Softdocs? Nothing, really. It is very user friendly. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? The biggest benefit for me is no more physical paper filing or physical paper files!! I love the ease of using Etrieve! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AA Angela A. Director of Finance Mid-Market (51-1000 emp.) 3/3/2022 "Etrieve User - School District" 5/5 What do you like best about Softdocs? Ability to store employee docs and vendor docs in one location Review collected by and hosted on G2.com. What do you dislike about Softdocs? Building the workflows can be cumbersome Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Storage and employee access to documents Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Verified User in Higher Education Mid-Market (51-1000 emp.) 3/9/2022 "Etrieve is very easy to navigate and functional for all our needs" 5/5 What do you like best about Softdocs? The easy navigation, clean look and feel to it Review collected by and hosted on G2.com. What do you dislike about Softdocs? Maybe the limitations for creating a form/application and the options available Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? The organization and order of student documents and processes. Etrieve's benefits our college by providing a safe space for form submissions and has a great flow to it Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Verified User in Higher Education Mid-Market (51-1000 emp.) 3/14/2022 "Etreive is very user freindly." 4.5/5 What do you like best about Softdocs? Easy to use and navigate through the screens. Review collected by and hosted on G2.com. What do you dislike about Softdocs? The time it takes to rotate pages, very slow. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? Saves time and use of paper. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Mid-Market (51-1000 emp.) 4/21/2019 "Form Free" 4.5/5 What do you like best about Softdocs? I can submit my professional development and requested days off electronically to my administrator with having to fill out paper forms. I am also able to receive messages and approvals about my submissions. Review collected by and hosted on G2.com. What do you dislike about Softdocs? There is nothing that I dislike about Etrieve. Review collected by and hosted on G2.com. Recommendations to others considering Softdocs: Etrieve is a great way to keep up with employees forms. Documentation and forms can be submitted directly to your supervision or persons of interest. Review collected by and hosted on G2.com. What problems is Softdocs solving and how is that benefiting you? We are solving the issue of submitting multiple forms and paper work. All forms are now completed and reviewed through Etrieve. Also, forms are no longer being misplaced Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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