# 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/pricing

---

# 

 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/)

Top alternative

Featured

Overall rating

Based on 26 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Contact vendor  
for pricing

Free trial  
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.

### 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 (2,781)](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

[4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (991)](https://www.capterra.com/p/162654/PDFfiller/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## 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/)

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