---
title: "Docentric AX Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Docentric AX Software - reviews, pricing plans, popular comparisons to other Document Generation products and more."
source_url: "https://www.capterra.com/p/10029259/Docentric-AX/"
page_type: "product"
language: "en"
---

# 

 Docentric AX Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Docentric AX

## What is Docentric AX?

Docentric is an all-in-one solution for designing, generating, and distributing business documents in Dynamics 365 Finance & Operations. You can design templates in Microsoft Word with the Docentric Add-in, making them quick to design, easy to manage, and intuitive even for non-developers. Enhance document delivery with flexible print and email options, dynamic placeholders, multilingual templates, rich formatting, and improved print destinations like SharePoint or Azure. Easily manage printer configurations, automate email distribution, and preview documents directly in D365FO. Docentric enables faster implementation, reduces infrastructure costs, improves maintainability, and empowers business users to take control of reporting without relying on IT.

## What is Docentric AX used for?

[Document Generation](https://www.capterra.com/document-generation-software/)[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

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### Starting price

Free trial not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Docentric AX

0.0

VS.

[4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting Price

Contact vendor

Starting Price

$19

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (2,814)

Value For Money

0.0 (0)

Value For Money

4.3 (2,181)

Customer Service

0.0 (0)

Customer Service

4.3 (1,950)

## Docentric AX alternatives

Highest Rated

[4.8 (19)](https://www.capterra.com/p/203905/BrandOffice/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

[4.7 (2,905)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

Starting price

$9.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/227146/Microsoft-Word/)

[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

[4.7 (4,262)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

## FAQs about Docentric AX

Overview

### What company size and specific industries is Docentric AX built for?

Docentric AX is designed for mid-market and enterprise organizations using Dynamics 365 for Finance and Operations, rather than a specific industry. It suits companies that need advanced reporting for finance and operations workflows, including businesses with complex reporting requirements across departments and locations.

Features and Usability

### What are the key features of Docentric AX?

Docentric AX offers document generation, document automation, and document management, along with customizable templates, forms management, and workflow automation. It also includes electronic signature and digital signature support, access controls/permissions, archiving & retention, batch processing, and third-party integrations for handling documents across multiple formats and output types.

Integrations

### Which third-party tools and platforms does Docentric AX integrate with?

Docentric AX integrates with Microsoft Dynamics 365, Dynamics 365 Human Resources, Dynamics 365 Supply Chain Management, and Microsoft Word. It connects to Microsoft business systems for document generation and workflow support across ERP and HR environments.

Getting Started and Support

### What training and onboarding options does Docentric AX offer?

Docentric AX provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and reviewing setup steps as needed.

Getting Started and Support

### What customer support options does Docentric AX offer?

Docentric AX provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. These channels give users several ways to find answers and contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 3,868 Document Generation reviews

Capterra data shows that buyers of document generation software rank the following features as their top priorities:

-   **Document Management** (**50%** of reviewers rated this feature as critical)
-   **Text Editing** (**54%**)
-   **Document Storage** (**46%**)

Docentric AX supports all three of the features reviewers value most: **Document Management**, **Text Editing**, and **Document Storage**. Together, these capabilities help businesses control document workflows, update content accurately, and keep files organized and accessible, allowing teams to manage document creation and storage more efficiently.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Collaboration Tools

Provides a channel for team members to share AI models, media files, communicate, and work together

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Docentric AX 36 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Documents: Maintain a repository of documents related to the product, such as technical specifications or contracts
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Templates: Pre-made examples and templates for emails
- Forms Management: Store, manage and track all forms in a centralized location
- Multi-Language: Manage and support multiple languages
- Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
- Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more
- Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Text Editing: Edit text as needed
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

### Starting price

Free trial not available

## Integrations

[

Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Dynamics 365 Supply Chain Management](https://www.capterra.com/p/248307/Dynamics-365-Supply-Chain-Management/)[

Dynamics 365 Human Resources](https://www.capterra.com/p/248306/Dynamics-365-Human-Resources/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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