---
title: "DocTract Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about DocTract Software - reviews, pricing plans, popular comparisons to other Policy Management products and more."
source_url: "https://www.capterra.com/p/184908/DocTract/"
page_type: "product"
language: "en"
publication_date: "2026-09-29"
---

# 

 DocTract Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 29, 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)

DocTract

## What is DocTract?

DocTract delivers modern policy management that's intuitive and easy to use. AI-enabled features transform how you create, manage, and distribute policies through a platform built for today's teams. From seamless document creation to intelligent search, automated workflows to regulatory compliance, we've simplified every aspect of policy management. No complexity, no confusion - just intelligent solutions that help organizations of every size manage policies more effectively, ensure compliance, and keep their teams aligned.

## What is DocTract used for?

[Policy Management](https://www.capterra.com/policy-management-software/)[Compliance](https://www.capterra.com/compliance-software/)[Document Management](https://www.capterra.com/document-management-software/)

Recognitions

Shortlist

Best ease of use

Best value for money

Overall rating

Based on 48 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

Free trial  
not available

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

-   Compliance / 2025

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

-   Compliance / 2026
-   Document Control / 2026
-   Document Management / 2026
-   Document Version Control / 2026
-   EHS Management / 2026
-   Governance, Risk and Compliance (GRC) / 2026
-   Policy Management / 2026
-   Assisted Living / 2025

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

-   Document Management / 2026
-   Governance, Risk and Compliance (GRC) / 2026
-   Policy Management / 2026
-   Assisted Living / 2025
-   Compliance / 2025
-   Document Control / 2025
-   EHS Management / 2025

## DocTract alternatives

Highest Rated

[4.9 (71)](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.7 (621)](https://www.capterra.com/p/121513/PowerDMS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (294)](https://www.capterra.com/p/175092/JumpCloud-DaaS/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/184908/DocTract/alternatives/)

## FAQs about DocTract

Overview

### Which roles and teams benefit most from DocTract?

DocTract is most used by compliance, risk, and IT governance leaders who manage policy approvals, attestations, version control, and audit readiness. Operations and administrative teams organize controlled documents and recurring reviews, while legal, policy, and health information professionals maintain current procedures, regulatory records, and accessible documentation across departments.

Answer based on 46 reviews

Overview

### What company size and industries is DocTract built for?

DocTract is used by small businesses, which account for 57% of reviewers, and healthcare organizations, the top industry at 22%. It also serves educational institutions, financial services companies, manufacturers, government agencies, nonprofits, and compliance departments. Midsize businesses represent 26% of reviewers, while enterprises represent 17%; banking accounts for 11% and financial services 9%.

Answer based on 46 reviews

Features and Usability

### What are the key features of DocTract?

DocTract includes a searchable Policy Library and document management for organizing, finding, and maintaining policies and related materials. Policy creation supports uploads, templates, branding, collaboration, and real-time tracking of proposed and approved changes. Attestation records employee acknowledgment of procedures and can support policy training.

Answer based on 17 reviews

Integrations

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

DocTract integrates with 4 third-party platforms: Google Docs, Microsoft 365, Microsoft Entra ID, and Okta. These integrations cover document creation and identity management, giving teams support for editing files and managing access across common enterprise workflows.

Answer based on 4 reviews

Getting Started and Support

### How easy is it to onboard and train a team on DocTract?

DocTract offers live online training, webinars, documentation, and videos to support implementation. Reviewers report that staff-facing tools are intuitive and most employees learn them quickly, while administrators and document owners need more time for backend setup, advanced features, and workflow configuration. Responsive training and support help teams get launched.

Answer based on 14 reviews

Getting Started and Support

### What customer support options does DocTract offer, and how do users rate the experience?

DocTract offers email/help desk, FAQ/forum, phone support, and chat. Users generally describe the support team as accessible, patient, and helpful during implementation, training, and daily use. Direct calls help clarify issues when written job aids do not fit specific needs, while some administrators need ongoing guidance for less intuitive backend features.

Answer based on 13 reviews

Features and Usability

### Is DocTract easy to use for policy management?

DocTract makes everyday policy access and document maintenance easy for most staff and administrators. Employees can search a simple portal for current SOPs, while teams configure workflows, reminders, and version control. Document owners may need training to understand advanced permissions, status steps, and backend options, especially during initial adoption.

Answer based on 25 reviews

Features and Usability

### What is the DocTract user interface like?

DocTract provides a clean, approachable interface that helps employees find, view, and attest to current policies. Portal categories, keyword search, and document controls support daily use across staff levels and devices. Administrators appreciate workflow and revision views, although some document owners find the management interface busy and require guidance for advanced menu options.

Answer based on 18 reviews

## Features

AI summary

Based on 521 Policy Management reviews

Capterra data shows that buyers of Policy Management rank the following features as their top priorities:

-   **Policy Library** (**57%** of reviewers rated this feature as critical)
-   **Policy Creation** (**54%**)
-   **Compliance Management** (**58%**)

DocTract supports all three features that reviewers consider most important: **Policy Library**, **Policy Creation**, and **Compliance Management**. Together, these capabilities help businesses store and organize policies in one place, create and update documents efficiently, and track compliance requirements more effectively, allowing teams to maintain accurate policies and reduce oversight risks.

Policy Library

5.0 (20)

95.00% of 20 reviewers that rated this feature as important or highly important

A repository of all past and existing policies

Policy Creation

4.8 (13)

69.23% of 13 reviewers that rated this feature as important or highly important

Create new policies or alter existing policies

Compliance Management

4.9 (15)

86.67% of 15 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Secure Data Storage

4.9 (13)

76.92% of 13 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Document Management

5.0 (22)

95.45% of 22 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Audit Trail

4.9 (16)

93.75% of 16 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

DocTract 81 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- 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
- 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
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Attestation: Collect, track and store acknowledgements that policies have been read and understood
- 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.
- Autosave: The system automatically saves work on an interval without the user needing to manually save
- Change Management: Track and monitor efficient handling of all changes/transitions
- 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
- 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
- Contact Management: Manage, organize, and store contact information
- 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 Templates: Pre-designed layouts that can be customized to match preferences and requirements
- 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 Check-in/Check-out: Document Check-in/Check-out
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Lifecycle Management: Series of processes that a document goes through from creation to archiving
- 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
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements
- FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- For Higher Education: Software designed for higher education organizations
- For Legal Professionals: Specifically designed to address the needs of law firms and legal departments
- 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
- Internal Controls Management: Ensure internal objectives and compliance with policies are met
- ISO Compliance: Guidelines set by the International Organization for Standardization
- Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
- Policy Creation: Create new policies or alter existing policies
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Policy Metadata Management: Group policies by type for easy classification and discovery
- Policy Training: Train and educate employees on existing and/or new procedures and policies
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting
- 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
- Self Assessment: An individual's evaluation of his or her own strengths, weaknesses, and skills
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Training Management: Track employee/learner's progression through training programs
- Version Comparison: The process of cross-checking new versions with previous copies to identify changes
- Version Control: Track revisions and updates made to files and navigate between different versions
- Version Rollback: The process of reverting to a previous version or state
- 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

4.7 (46)

4.7

Based on 46 reviews

## Pricing

Value for money

4.9 (44)

Value for money

4.9 (44)

4.9

Based on 44 reviews

## Integrations

[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Okta](https://www.capterra.com/p/119653/Okta/)[

Microsoft Entra ID](https://www.capterra.com/p/219692/Azure-Active-Directory/)

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

5.0 (45)

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 (45)

5.0

Based on 45 reviews

## User reviews

Overall rating

4.9

Based on 48 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(45)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

Paul C.

Chief Operating Officer

Used the software for: 1-3 years

### "Keeps P&Ps Organized and Audit-Ready with Easy Collaboration"

4.0

November 6, 2026

We are growing in professionalism and institutionalization and need a more robust system for P&Ps and as we grow the policies need to be implemented as opposed to just written.

Pros

Keeping all P&Ps organized, up to date, and easy to manage is much better than storing them across various document formats and systems. It’s also really helpful for collaborating on them and obtaining employee sign-off for auditability.

Cons

Processes need to be created or changed and less tech savvy users may have a hard 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.

JR

Jane R.

Sr. Dir. Risk Management

Used the software for: 1-3 years

### "DocTract has provided the control and oversight of our policy library."

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

December 2, 2025

Overall, we are extremely pleased with the decision to integrate DocTract into our operations. The combination of a user-friendly interface and efficient administrative features have made a significant positive impact on our workflow. We do feel that we are getting value for our money compared to other systems that we reviewed.

Pros

AtriCure, Inc., has been using DocTract for 1-2 years, and it has been a fantastic addition to our policy management program. Our internal customers have found the user interface incredibly easy to navigate, making their experience with the portal categories seamless and enjoyable. We especially appreciate the search function. Launching the international local language option for portal categories has facilitated our global operations. From an administrative perspective, DocTract has proven to be a breeze. The system is intuitive and user-friendly, which has significantly streamlined our processes. The automatic version control and reminder emails are particularly useful, ensuring that document reviews are timely and never forgotten. Moreover, DocTract's customer service has been outstanding, They are always available for a face-to-face meeting to help us walk through any questions or issues.

Cons

Sometimes the written job aids did not address our specific needs, but we were always able to clarify our questions through direct calls with their customer support line.

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.

Daniel M.

Business Analyst

Used the software for: 1-3 years

5.0

November 6, 2026

AI summary based on a full review

DocTract provides a straightforward solution for managing and storing policies, which is beneficial for daily administrative tasks. Although the self-help materials could be improved, the availability of personal training compensates for this limitation.

Log in to unlock the full review, detailed ratings, and pros & cons

RE

Reviewer

Manager, Administrative Services

Used the software for: 3-5 years

### "DocTract is a productivity game changer!"

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

September 1, 2025

Overall, DocTract has been a true value add to our organization and especially to me. We used to manually track all policies/workflows and it was very easy for the maintenance of policies to fall through the cracks. Once the initial setup of your policies in the system is complete, DocTract truly does all of the heavy lifting for you. I've also had a fantastic experience with their customer service. They are fast, friendly and incredibly helpful. We are very happy with our decision to go with DocTract for our policy management needs.

Pros

DocTract is extremely user friendly and the customer service is top notch! Our policies and workflows have never been more organized. It is so nice to be able to search the system at any given time, and quickly find the most updated policy. Not to mention, it allows you to require attestation on certain policies, which helps satisfy HR and HIPAA compliancy requirements.

Cons

From a policy approval standpoint, I would like to see the ability for the approver of a policy to edit/change a policy and still be able to approve/publish the policy without having to go through the entire policy approval process again (drafts/collaboration/approval).

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

Executive Assistant

Used the software for: 1-3 years

### "Sarnia-Lambton CAS"

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

September 12, 2025

Overall we are extremely happy with DocTract. It has been such an easy tool to transfer our policy management to, and across the agency I have consistently received positive feedback which is what you want to hear when you introduce something new like this. We are also very appreciative of the team who worked with us. \[sensitive content hidden\] was very patient and a great support.

Pros

We were previously using a policy program from the US that was very expensive, but similar to Doc Tract. We have found since changing over that it was easy because the two systems were quite similar, however Doc Tract has a far more advanced search ability for content in the policies, we've had amazing customer support through the process of setting up, training us, and a friendly check in on how we are doing. We were able to easily set up staff to use the system, train them with the tools we were provided and had everyone up and running within a 2 month span. Staff have expressed to us that they love it, they love that its accessible when they are out in the community and need to refer to a policy or procedure when providing service so this has truly been a win for us and given everyone's tight budgets this was totally affordable in comparison to what we were paying in the US.

Cons

The only issue I have is that when you are transferring over your policies when you are setting the effective date of when they are created. So it automatically generates the renew date based on the duration you have it set. I understand there is an override section however, we had several policies that were past due and i was unable to set that date because it was in the past. I wish the date fields were a little more flexible for that. One more thing... When a policy goes to revise and you open it in word, i wish it would automatically track changes. I have a few 'owners' of the policies who constantly forget to trigger that and end up changing the whole document and not knowing what is new and what is old or revised unless i compare and highlight it myself. So just having it set to automatically open the draft document as tracking changes would be AMAZING!!

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

Project Assistant

Used the software for: 1-3 years

### "A User Friendly Policy Management System"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 15, 2023

DocTract has significantly our organization's ability to locate and manage policies and controlled documents. Our implementation took longer than expected, but overall we are satisfied with the end result. We appreciate that DocTract is receptive to suggestions made; and we have seen some of our suggestions implemented since becoming a customer.

Pros

It's an easy to navigate system for end users. Strong customer support has made the process of customizing the system to meet our needs possible.

Cons

At first glance, the system is user friendly; but in the backend and from a document owner perspective, it's not overly intuitive. Training and support is required to make it your own. There are a lot of options in the menu tab that are not intuitive, and regular customer support has been necessary to learn all the different features of the product.

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.

BG

Benjamin G.

Global Finance Operations Manager

Used the software for: Less than 1 year

### "Administrator and user friendly document management system!"

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

June 25, 2025

I had excellent help from \[sensitive content hidden\] who took me over the learning curve rather quickly and helped me align our workflows to our company's needs. I couldn't be more appreciative of the support!

Pros

I find that it offers many alternatives to the design of your workflows and processes in managing critical documents.

Cons

Individual email notifications for documents. It would be more efficient, when large volumes of documents are involved, to have batch email notifications listing many documents.

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

Project Management Specialist

Used the software for: 3-5 years

### "Great System for Managing Policy and Any Other Documents"

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

April 18, 2023

Our organization has been using DocTract since May 2021 and I highly recommend it. In selecting a solution for our policy and procedure needs, we evaluated many (15) similar solutions. DocTract provided the best combination of features, flexibility, affordability and service. Our non-profit grew from one location to 45, but our systems for managing policy and procedure, forms and regulatory documents had not kept pace. We needed a solution that would not only store and distribute our documents, but would also address the bigger lift - helping our department heads manage the review and revision of those documents without the benefit of a dedicated "policy" team. The system is easy to use and very streamlined, particularly for the end user - which is 95% of the people who access the system. If it isn't easy and intuitive, they just won't use it. Document owners can easily collaborate with subject matter experts within the system and we were able to build defined workflows for each department to ensure that every policy is reviewed and approved by the right people. Support is CRITICAL and has been excellent from my first contact with the company to present. We have a dedicated rep who is readily available whenever we have questions or are looking for the best way to structure our processes or utilize the system. The system is also in active development for improvements with features being added and enhanced regularly.

Pros

Ease of use, clean interface for end users, value, support, single sign on capabilities, full audit trail, collaboration abilities, attestation and testing features with verification, ability to link files in virtually any format including tutorial MP4s, durable links that always point to the current published document.

Cons

Nothing's perfect, but on balance, DocTract has been a great tool for us and I haven't regretted my decision to go with them over the other options we investigated. I'd have liked the ability to bulk publish our existing policies during the initial upload, but we were able to find a workaround that made that first publishing process mostly painless.

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

Compliance Support Specialist

Used the software for: Less than 1 year

### "Amazing Platform with Endless Possibilities!"

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

September 26, 2025

DocTract has been a great experience. From the amazing platform itself, to the best account representative's and great customer support. What more could you ask for?! It may appear to be difficult at first to a first time user, but after learning the system, possibilities just seem endless as to how you can utilize this platform and make it work for you.

Pros

The capabilities of this platform and the way it can be utilized, seems almost endless. Being able to place all of our policies, protocols and manuals in one location is such a convenience to all of our staff, from front office, to providers, all the way to administration. Having 10 office locations and almost 300 employees that can access everything in DocTract instead of having a huge paper trail from office to office is so efficient. Our account representative, \[sensitive content hidden\] is absolutely nothing short of amazing. \[sensitive content hidden\] was so patient and kind, well versed in knowing the platform that he represents and always willing to stay over our scheduled time if I had any questions or needed help. I honestly can't say enough good things about \[sensitive content hidden\], but what an asset he is to DocTract. Customer support goes above and beyond to make sure that you receive the help that you need and that you understand it.

Cons

I honestly can't find anything negative to say. I don't think that I have found anything that I don't like 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.

VR

Verified Reviewer

EA

Used the software for: 1-3 years

### "Easy to use platform with great support"

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 19, 2025

Overall, a positive experience with comprehensive support from the initial information request throughout training and into account maintenance. The DocTract team is well-versed in the product and professional, while always being responsive to questions.

Pros

A plug & play platform that makes policy management simple. We can personalize the layout, create attestation to confirm that employees have read the policies, version control and templates.

Cons

The background setup can be a bit daunting, but the training sessions helped ensure that we were set up for success from the outset.

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/184908/DocTract/reviews/)

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Popular comparisons

[PowerDMS vs DocTract](https://www.capterra.com/compare/121513-184908/PowerDMS-vs-DocTract)