---
title: "DocuFirst Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about DocuFirst Software - reviews, pricing plans, popular comparisons to other Data Entry products and more."
source_url: "https://www.capterra.com/p/150003/DocuFirst/"
page_type: "product"
language: "en"
---

# 

 DocuFirst 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)[Support](#support)[Reviews](#reviews)

DocuFirst

## What is DocuFirst?

Electronic signatures and document management for customized documents, including agreements, quotes and anything else. Eliminate data entry from paper forms. We help you reduce expenses and increase revenue. No up-front fee in most cases. Turn your physical filing cabinet into a digital, cloud based filing system accessible anywhere! DocuFirst creates, collects, and stores documents from your customers' information.

## What is DocuFirst used for?

[Digital Signature](https://www.capterra.com/digital-signature-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Form Builder](https://www.capterra.com/form-builder-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$150

Per Feature, Per Month

Free trial  
not 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...

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

Do you work for DocuFirst?[Manage this product listing](https://www.g2.com/products/docufirst/claim_requests/new?auto=true)

## DocuFirst Overview

Updated September 2026

AI summary

DocuFirst supports organizations of all sizes with document management, digital signature, and data entry needs, offering cloud-based tools for document storage, capture, sharing, and workflow automation. Features such as customizable templates, audit trails, OCR, and data import/export help businesses manage paper-heavy processes efficiently while enabling collaboration, electronic approvals, and granular access controls in a web-based environment.

## 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.

### DocuFirst

5.0 (1)

VS.

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

Starting Price

$150

Per Feature, Per Month

Starting Price

$19

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.4 (1,244)

Value For Money

0.0 (0)

Value For Money

4.3 (973)

Customer Service

5.0 (1)

Customer Service

4.3 (954)

## DocuFirst alternatives

[LogicalDOC](https://www.capterra.com/p/100251/LogicalDOC/)

[4.5 (93)](https://www.capterra.com/p/100251/LogicalDOC/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/100251/LogicalDOC/)

[FileInvite](https://www.capterra.com/p/138728/FileInvite/)

[4.7 (99)](https://www.capterra.com/p/138728/FileInvite/reviews/)

Starting price

$829.00

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/138728/FileInvite/)

[M-Files](https://www.capterra.com/p/122215/M-Files/)

[4.4 (276)](https://www.capterra.com/p/122215/M-Files/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/122215/M-Files/)

Highest Rated

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

[4.7 (2,926)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

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/158456/JotForm-4-0/)

## FAQs about DocuFirst

Overview

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

DocuFirst is designed for organizations in form- and paper-intensive industries, including lenders, realtors, inspectors, insurance agencies, and collection agencies. It is a fit for businesses of different sizes that rely on high volumes of document-driven workflows and need support for paper-heavy processes.

Features and Usability

### What are the key features of DocuFirst?

DocuFirst offers document management features such as document storage, document capture, full text search, and file sharing. It also includes customizable forms and templates, workflow management and workflow automation, digital signature and electronic signature tools, access controls and permissions, audit trail, and optical character recognition for data extraction.

Getting Started and Support

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

DocuFirst provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced review and feature lookup.

Getting Started and Support

### What customer support options does DocuFirst offer?

DocuFirst provides Email/Help Desk, Phone Support, and Chat for customer assistance. No reviewer feedback is available here, so support quality, response times, and user experience cannot be described from review evidence.

## Features

AI summary

Based on 32,025 Data Entry reviews

Capterra reviewers highlight these as the features buyers care about most when choosing document management software:

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

DocuFirst includes **Document Storage** and **File Sharing**, giving teams a central place to keep files organized and distribute documents more easily across users and departments. However, it does not offer **Secure Data Storage**. Instead, it provides other features that reviewers also rate as important, including **Electronic Signature** (**46%**) and **Data Import/Export** (**44%**), which help businesses approve documents faster and move information between systems with less manual work, allowing teams to manage document workflows more efficiently.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Tracking

Track and document all activities across devices, networks, and other 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

Archiving & Retention

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

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

DocuFirst 43 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Tracking: Track and document all activities across devices, networks, and other 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
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Authentication: Verify the identity of users/devices to enable secure access
- 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 Tracking: Track and report regulatory data to either internal management or external stakeholders
- 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 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
- Data Storage Management: Manage and store data in a database
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- 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 Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Electronic Signature: Digitally sign online documents
- File Conversion: Convert files to a different format
- File Recovery: Recover lost, deleted, or damaged files
- 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
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Mobile Signature Capture: Capture signatures via mobile devices
- Multi-Party Signing: Share documents with different users to collect multiple signatures
- 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
- Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents
- Templates: Sample files or documents that could be customized as needed or used as is
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- 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

Basic

$150.00

Per Feature,Per Month

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## Support, customer service and training options

Customer Service

5.0 (1)

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

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CB

Collin B.

### "So far so good! We just started using it about 1 month ago, and it's helped our opperations alot"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

April 19, 2016

We are now closing our contracts in about 15 minutes. It used to take almost an entire day when we were getting them printed and signed by our customer. I don't have any real cons yet.

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.

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