# Etrieve Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Etrieve Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more. Source: https://www.capterra.com/p/154915/Etrieve-Flow/alternatives --- # Etrieve Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Etrieve ## What is Etrieve? Designed specifically for Education and the cloud, Softdocs’ Etrieve platform combines content management, electronic forms, electronic signatures, and workflow automation functionality into an easily scalable, seamless ECM experience for every user — whether on campus or online. ## What is Etrieve used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Overall rating Based on 26 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Contact vendor for pricing 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... Do you work for Etrieve?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.softdocs.com&name=Etrieve) ## 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. ### Etrieve 4.7 (26) VS. [4.5 (1,242)](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 4.5 (26) Ease Of Use 4.4 (1,226) Value For Money 4.4 (21) Value For Money 4.3 (957) Customer Service 4.6 (23) Customer Service 4.3 (937) ## Etrieve alternatives Highest Rated [4.7 (2,782)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month [4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing [4.6 (991)](https://www.capterra.com/p/162654/PDFfiller/reviews/) Starting price $8.00 Per User, Per Month [4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $50.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Management 4.4 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Workflow Configuration 4.4 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Alter the default workflow to meet your organization's needs Access Controls/Permissions 4.6 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Electronic Signature 4.5 (6) 116.67% of 6 reviewers that rated this feature as important or highly important Digitally sign online documents Forms Creation & Design 4.7 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Process/Workflow Automation 4.5 (6) 116.67% of 6 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Etrieve 60 features Define levels of authorization for access to specific files or systems Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Automatically populating fields or sections within a form Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and report regulatory data to either internal management or external stakeholders Capability of a software or system to make decisions and perform actions based on specified conditions Configure existing workflows to meet your organization's needs Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Protect sensitive data for digital privacy Scan, move or upload electronic files within the software's repository Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digital forms that are shared and accessed online Digitally sign online documents Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Software designed for higher education organizations Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Create, design and modify the flow and processes of tasks in a project Compile and organize data into specific metrics Collect and maintain structured information that describes data or content Access software remotely via mobile devices Share documents with different users to collect multiple signatures Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Create, manage, or update project workflows. Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Database of students to track personal information of individuals and families Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (26) 4.3 Based on 26 reviews ## Pricing Value for money 4.4 (21) ### Starting price Contact vendor for pricing Free trial available Value for money 4.4 (21) 4.4 Based on 21 reviews 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 4.6 (23) 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 4.6 (23) 4.6 Based on 23 reviews ## User reviews Overall rating 4.7 Based on 26 reviews Filter by rating 5(19) 4(7) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MV Mark V. CIO Higher Education ### "Document management made easy." 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 January 13, 2023 Overall, excellent experience. Pros The learning curve for staff end users is shallow, and our ability to do amazing things with our forms and data is extremely high. The software itself, while initially complex to get installed and integrated with other enterprise systems, is easy to manage on the back end and easy on the users.   Cons Our primary dissatisfaction revolved around the length of time it took to implement the software. With that said, we also understand that integrating multiple systems for multiple workflows across an enterprise is an intensely complex process. Etreive did a respectable job managing that process with us.  Switched from [OnBase](https://www.capterra.com/p/62208/OnBase/) OnBase was difficult to use, licensing was inflexible, and the software is expensive. Reasons for choosing Etrieve It integrated with our Colleague implementation and provided a much simpler and easier interface for our staff and students to navigate. We're very happy. 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. JM Jennifer M. Disability Services Counselor Education Management ### "Excellent product - highly recommend Etrieve!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 28, 2022 Pros Etrieve is very user-friendly and it is easy to find the documents I am looking for. It's also very easy to add documents. Additionally, it allows freedom to design what's best for your program. Cons I have not run into any issues using Etrieve. So far, so good! I've been using it for about six months 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. MC MontE C. Associate Director of IT Education Management ### "Excellent Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 9, 2022 Pros It is difficult to narrow in on a single part that we like most. I guess what we like most is that the software is extremely intuitive. Our users are able to log in and find there way around without much help. It is very easy to use. Cons The software is receiving frequent updates and reacting to customer requests. This means that they need to support more developers and customer support. This makes the cost of the software tough to swallow at times. 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. KJ Kyle J. Coordinator of Institutional Research and Effectiveness Higher Education ### "Highly configurable and extremely intuitive" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 4, 2022 This system has fulfilled several business needs, and provided flexibility and efficiency in many areas of the college. Students and employees are able to access etrieve from anywhere. This allows students to complete forms on their own time, without having to take time out to go to an office and fill out paperwork. The flexibility helps serve students, and we generally observe that it allows staff to process things more quickly. It also allows to staff and faculty to work remotely if needed. Additionally, we see that data entry is generally more efficient using the etrieve forms because we can require certain items and mask certain inputs, so they are entered into systems uniformly. Also, forms are automatically placed in the correct folders after the workflow has ended. this reduces the time taken by staff to scan and file each form individually. Pros Our institution has been using Softdocs Etrieve since we migrated from another system in 2018. We really started seeing the benefits of the product after implementing forms and workflows because they are so highly configurable. We have created more than 120 forms, for nearly every department in the institution. We use a combination of HTML, JavaScript, and CSS create the majority of our forms, and many of them are integrated with SQL databases. We rarely encounter limitation that cannot be resolved or worked around. The forms seem to have provided a lot of support to process efficiency, and end-user feedback is generally very positive. Cons A relatively high degree of technical skill is necessary in order to build highly integrated forms processes. However, the system does include a very user-friendly form builder that allows users to construct forms without any experience with HTML. Also, since our institution has implemented a large number of forms, we have come across an issue being able to structure them in a way that is simple for users to find what they need. However, this is an issue that could be worked around. Reasons for choosing Etrieve Product flexibilities and capabilities. 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. AB Andreas B. DBA/SharePoint Admin Education Management ### "Continuous improvement and engagement by Softdocs makes Etrieve a great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2022 We are working on rolling out this solution to more and more departments, and use it in its imaging capability first and foremost. We are also successfully bringing up more and more forms and workflows, adding nice levels of automation to previously manual processes. Pros All the features that we are using work well for us, document imaging, document storage and management, workflows and forms, and the design interfaces for both of those. I really like the company behind the software. Softdocs has a big ear for the customer voice, and requests and suggestions are taken seriously. They find their way into the product in one way or the other. Their support has been wonderful as well. The iterative improvements that come our way are great, and continue to make a great software even better. Cons Softdocs is caught between selling the product to people who work with it on their own, and selling consulting services to do everything from implementation to workflow and forms design, etc. Perhaps because of this dichotomy, advanced aspects of forms and workflow design and implementation are not well documented, and diminish the otherwise great experience. 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. Reid B. Asscotiate Dire of Apps/Dev Higher Education ### "My Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2022 If experience with Etrieve was cake, I'd ask for more cake. Pros We really needed a forms and workflow solution that could take care of business instead of having little systems here and there that didn't little bits of what needed done. Cons The form builder can be tricky to use at times but we look forward to the Fall 2022 update that could bring improvements to that. Alternatives considered [DocFinity](https://www.capterra.com/p/38288/DocFinity/) [Laserfiche](https://www.capterra.com/p/62196/Laserfiche/) Reasons for choosing Etrieve Other products seem so Y2k. Etrieve seemed to be cool software with good people to work with. 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. HL Haley L. Director of Financial Aid Higher Education ### "No More Ancient Processing" 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 May 3, 2022 I have thoroughly enjoyed working with Etrieve to make my office better for the students, as they are our #1 priority. Being able to speed processes up for them makes it all worth it. Pros Etrieve allowed for my office to get rid of paper forms and antiquated, time-consuming manual processes. We were able to meet the students where they are at and that is online. Cons The forms builder is probably my least favorite, however I do like to be able to customize the forms to what I need them to look like. 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. PC Peter C. Senior Systems Analyst Education Management ### "Etrieve Is The Best Imaging Solution with Top Notch Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2022 Pros It is easy to use. It is inexpensive. It is easy to expand to other departments. The customer support is really quick to respond, friendly and helpful each and every time. Cons There is nothing I can think of I would change really. 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. CK Connie K. Executive Director, HR Education Management ### "Thank goodness for Etrieve" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 11, 2022 Pros We were almost entirely a paper organization before we started using Etrieve. Because of the sytsem and our amazing technician, we were well prepared when COVID struck. Anything that was not in electronic forms was quickly converted. Cons We had to wait a little bit for some of the options we wanted, but thankfully the updates and improvements were happening in good time! 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. JS Joy S. HR Coordinator Education Management ### "na" 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 8/10 March 10, 2022 na Pros The ease of tracking and knowing where forms are sitting. Cons There really isn't anything to dislike. 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/154915/Etrieve-Flow/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)