---
title: "Fortva Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Fortva Software - reviews, pricing plans, popular comparisons to other Document Management products and more."
source_url: "https://www.capterra.com/p/10039038/Fortva/"
page_type: "product"
language: "en"
---

# 

 Fortva 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)

Fortva

## What is Fortva?

Fortva is an enterprise document and contract lifecycle management software that centralizes digital assets in a single platform. The software uses military-grade encryption to secure data and features AI-powered search capabilities that retrieve files, contracts, and documents instantly, including content within PDFs and images. Workflow automation handles routing, approvals, renewals, and notifications to reduce manual tasks. The platform includes unlimited cloud storage with no per-user fees. Contract management features include version control, renewal alerts, and custom metadata fields. Additional capabilities include e-signature functionality and CRM integrations. The dashboard provides access to stored information and consolidates documents in one platform for compliance management.

## What is Fortva used for?

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

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$343

Usage Based, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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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.

### Fortva

0.0

VS.

[4.9 (4,312)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting Price

$343

Usage Based, Per Month

Starting Price

$5

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.8 (9,484)

Value For Money

0.0 (0)

Value For Money

4.7 (5,929)

Customer Service

0.0 (0)

Customer Service

4.7 (5,620)

## Fortva alternatives

[4.8 (186)](https://www.capterra.com/p/153712/ContractSafe/reviews/)

Starting price

$450.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

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

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (69)](https://www.capterra.com/p/162319/Ironclad/reviews/)

Starting price

$500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[Docusign](https://www.capterra.com/p/121506/Docusign/)

[4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

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/121506/Docusign/)

## FAQs about Fortva

Overview

### What company size and specific industries is Fortva built for?

Fortva is designed for organizations of all sizes that operate in financial services, construction, manufacturing, insurance, automotive, HR, sales, accounting, tax, wealth management, procurement, real estate, transport, logistics, energy, nonprofit, and retail sectors.

Features and Usability

### What are the key features of Fortva?

Fortva offers document management features such as document generation, editing, review, storage, version control, and electronic signature. It also includes workflow management, approval process control, access controls, audit trail, and archiving and retention, plus AI Copilot, AI redlining, OCR, metadata extraction, and third-party integrations.

Pricing

### How much does it cost and what fees or limitations are included?

Fortva starts at $343 per month for the Organize Plan, with usage-based pricing. The Growth Plan costs $550 per month and adds workflow automations, SSO, and e-signature. The Premium Plan is $714 per month. A free trial is available.

Integrations

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

Fortva integrates with HubSpot CRM, Salesforce Platform, and Zapier. These integrations cover CRM and automation workflows, giving teams connection options with widely used business systems and access to additional apps through Zapier.

Getting Started and Support

### What training and onboarding options does Fortva offer?

Fortva provides live online training sessions for teams getting started. These sessions support guided setup and product walkthroughs with an instructor, allowing users to review core features and ask questions in real time.

Getting Started and Support

### What customer support options does Fortva offer?

Fortva provides Email/Help Desk and FAQ/Forum support. These channels give users a direct way to ask for help and find self-service answers in one place. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 32,025 Document Management reviews

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

-   **Secure Data Storage** (**56%** of reviewers rated this feature as critical)
-   **Document Storage** (**51%**)
-   **File Sharing** (**49%**)

Fortva supports all three features that reviewers rate highest: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information quickly with the right people, allowing teams to work more efficiently and maintain better control over important records.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Access Expiration Management

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

AI Redlining

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Alerts/Notifications

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

Fortva 43 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Access Expiration Management: Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI Redlining: The use of AI to automate the process of reviewing, identifying and marking changes in contracts
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Contract Drafting: Create, edit, and revise contracts/written agreements
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Editing: Makes changes to document features such as text, fonts, formatting, etc.
- 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
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- File Conversion: Convert files to a different format
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Full Text Search: Search for specific words or phrases within a document or database
- Metadata Extraction: Retrieval of embedded metadata that is present within a file
- Mobile Access: Access software remotely via mobile devices
- Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents
- Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

[View pricing plan details](https://www.capterra.com/p/10039038/Fortva/pricing/)

Organize Plan

$343.00

Usage Based,Per Month

It includes:

-   Essential document management
-   Contract Lifecycle Management
-   Unlimited cloud-based storage
-   Zero Knowledge Encryption
-   Document and contract editing
-   Custom fields and forms
-   Multiple upload options
-   Import and export options
-   Multi-users (unlimited)
-   Custom user roles and permissions
-   Unlimited reminders, emails, and alerts
-   Audit logs
-   Legal hold and e-discovery

Growth Plan

$550.00

Usage Based,Per Month

It includes:

-   E-Signature
-   Single Sign-On (SSO)
-   Workflow Automations
-   Customizable dashboard
-   Custom reports
-   High priority support

Premium Plan

$714.00

Usage Based,Per Month

It includes:

-   Complete API access
-   Contract template library
-   Custom templates upload and editing
-   IP whitelisting
-   Geofencing
-   White labeling
-   Integrations with Salesforce, Zapier, HubSpot
-   Intake forms
-   External integrations

## Integrations

[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

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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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