--- title: "UnForm Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about UnForm Software - reviews, pricing plans, popular comparisons to other Content Collaboration products and more." source_url: "https://www.capterra.com/p/141504/UnForm/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # UnForm Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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)[Reviews](#reviews) UnForm ## What is UnForm? UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. ## What is UnForm used for? [Document Management](https://www.capterra.com/document-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Content Collaboration](https://www.capterra.com/content-collaboration-software/) Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5000 Flat Rate, One Time Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## UnForm alternatives Highest Rated [4.7 (9,532)](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 [4.7 (4,268)](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 [4.6 (5,322)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (1,025)](https://www.capterra.com/p/123400/revver/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/141504/UnForm/alternatives/) ## FAQs about UnForm Overview ### Which roles and teams benefit most from UnForm? UnForm is most used by executive leaders, IT administrators, systems analysts, and business process managers overseeing document and workflow operations. Presidents, CEOs, and owners use it to maintain visibility into operational output, while technical teams configure forms, integrations, and document delivery. Sales and account teams support customer-facing paperwork and communications. Answer based on 13 reviews Overview ### What company size and specific industries is UnForm built for? UnForm is designed for distribution and manufacturing companies, as well as organizations that need general accounting support. The target audience appears to be businesses running ERP-related processes in those sectors, especially companies that manage operational workflows, financial records, and inventory or production needs. Features and Usability ### What are the key features of UnForm? UnForm offers document automation and document management features, including document capture, OCR, document classification, templates, generation, storage, and archiving. It also includes workflow automation, approval process control, audit trail, access controls/permissions, electronic signature, file sharing, search/filter, data import/export, and third-party integrations. Integrations ### Which third-party tools and platforms does UnForm integrate with? UnForm integrates with ERP and accounting platforms including Acumatica Cloud ERP, Epicor Eclipse, Epicor Prophet 21, Infor CloudSuite Distribution, Infor Distribution SX.e, Infor VISUAL, Oracle Cloud Financials, QAD Adaptive ERP, and PBS Accounting. It also connects to AddonSoftware, CSD, FACTS, and Traverse. Getting Started and Support ### What training and onboarding options does UnForm offer? UnForm provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does UnForm offer? UnForm provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support is available here, so support experience details such as response speed or helpfulness cannot be confirmed from the catalog data. ## Features AI summary Based on 32,025 Content Collaboration 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%**) UnForm 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 manage records more efficiently and work with better control over document access. Secure Data Storage 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Document Storage 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Electronic Signature 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Access Controls/Permissions 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Content Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving UnForm 42 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 - 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. - Batch: Provide the ability to generate and deliver documents by batch - 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 Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - 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 - 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 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 Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - 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 - 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 - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Indexing: Compile and organize data into specific metrics - 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 - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Schedule: Create schedules for operations that need to be performed at each stage of the project. - 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 - Software: Integrate with software such as ERP or CRM to use data for document generation - 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 --- Get Advice We can help you find the software with the features you need. Features 4.8 (5) 4.8 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Trial On-Premise $5,000 Flat Rate,One Time Cloud Hosted $500.00 Per Feature,Per Month Value for money 5.0 (5) 5.0 Based on 5 reviews ## Integrations [ Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)[ Epicor Prophet 21](https://www.capterra.com/p/10022775/Epicor-Prophet-21/)[ Oracle Cloud Financials](https://www.capterra.com/p/133096/Oracle-Financials/)[ Infor VISUAL](https://www.capterra.com/p/165211/VISUAL-ERP/)[ PBS Accounting](https://www.capterra.com/p/117394/Passport-Business-Solutions/)[ QAD Adaptive ERP](https://www.capterra.com/p/1265/QAD-Cloud-ERP/)[ Infor Distribution SX.e](https://www.capterra.com/p/181933/Infor-Distribution-SX-e/)[ Epicor Eclipse](https://www.capterra.com/p/185698/Epicor-Eclipse/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (13) 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 Customer Service 4.8 (13) 4.8 Based on 13 reviews ## User reviews Overall rating 4.8 Based on 13 reviews Filter by rating Counts reflect reviews available in this feed. 5(10) 4(3) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Verified Reviewer Owner Used the software for: Less than 1 year ### "Best Tool for Administrative Professional" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2026 Unform is an amazing administrative tool, and it is excellent for any professional administrative personnel Pros Unform is very easy to use and the I can mange my document editing and management. The customer support is great and it is perfect for professional use Cons It is a bit pricy for a startup business but it is great value for money. Other than that I have no issues with the software Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales And Marketing Specialist Used the software for: 1-3 years ### "Best Document Management and Automation Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 16, 2022 It offers functionality that occasionally even more costly software does not. It has enabled me to find several solutions for my consumers' issues. I can give my clients a lot of flexibility thanks to printing invoices, fax and email connection, statements, and checks, and more recently, archiving. Pros To begin with, the programme is excellent. It's been in use by me for more than a year. Installing this software is easy. The automated archiving of printed papers is only one of its numerous capabilities. Unform deserves acclaim for its simplicity and cost-effectiveness. Users get many options for the money they pay, which you might expect to come only with products with higher price tags. Cons Sometimes there are issues with the search feature, and the GUI also appears to be a little outdated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Information Technology Assistant Used the software for: 1-3 years ### "Easy document management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 8, 2022 It saves time and money. It can do the work that more expensive software has to offer. We are really happy with this purchase. Pros UnForm is the best document management solution that helps print a receipt or business invoices and make a copy of it for our customers and our copy to storage for accounting. Cons The storage option is not wide, and we have to change our cloud storage service that can work with this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Analyst Used the software for: Less than 1 year ### "Unform review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 14, 2023 Pros Unform is very easy to use without any complication Cons It’s user interface should get more enhanced Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Rajeev S. Account Executive Used the software for: Less than 1 year ### "Best Document Management Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 29, 2022 It is excellent product. Unform is very flexible and easy to use. It saves time and money as well. I enthusiastically support it. Pros Unform is a comprehensive application for workflow, document marking, archiving and scanning. Unform is the best Document management application since it allows us to print firm invoices or receipts, make copies for our customers and keep the originals for accounting reasons. Cons We must migrate to a cloud storage solution that is compatible with this software due to the restricted storage alternatives. Overall, it is an amazing document management application. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Barry W. Systems Administrator ### "Awesome products with expert technical support. The archiving tool blows the rest out of the water!" 5.0 May 17, 2017 We have been using Unform for our laser forms for over a decade. When we moved to Infor's SX.e product, we brought them along. In the beginning, we went with another archiving package that was the only thing available to us. But then SDSI came out with theirs and it made so much sense, we dumped a $25,000 package to switch to Unform's. It's a no-brainer when you are already using their forms package. After a little setup, there is a one line adder to the printing script and you automatically archive everything you print that has the 'arc' command added. I'm still on version 8 but am looking forward to getting 9 up and running. From what I've seen, it's going to be great! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Systems Analyst ### "The software eliminates custom pre-printed forms and does a great job of document storage/retrieval." 5.0 May 17, 2017 The software must be configured in most cases by a dealer, but it's behavior is very flexible. For instance, multiple copies of an invoice can be printed (accounting, file, customer) with only the customer copy being in color to save expense. Logos can be added which are context sensitive. Shading, font changes, and all manner of text markup can be achieved. The document archive feature eliminates filing and provides for easy access/search/retrieval and delivery. It is all very robust. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO ### "OneGreatLittleSoftwareTool" 5.0 May 17, 2017 If you are in need of creating Formatted documents from old character output based software ... look no further ... this is the product you need. We have been using this software for many many years and there is nothing out there finer for the price point ... your customers will thank you ... your bosses will praise you. A significant and easier product to use thank PrintKafe for Canon Lasers .. save yourselves mega bucks Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Kevin K. President ### "Unform is exceptional." 5.0 May 17, 2017 Installation is a breeze. The browser based design tool is just awesome. The learning curve can be steep but once you understand a few key concepts this is a most powerful tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President ### "Installs easily on different flavors of Linux and allows a wide range of document maniplation." 5.0 May 17, 2017 Installs easily and when different Linux flavors make changes, UnForm support is right there with you to problem solve and get your customer going usually withing 24 hours. Logo's, box and line drawing, barcodes, form stapling as well as overlaying of forms are all available and easily programmed. You can make your most demanding customers happy with custom forms using UnForm and I have for many years now. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/141504/UnForm/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.