# DocTract Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about DocTract Software - reviews, pricing plans, popular comparisons to other Policy Management products and more. Source: https://www.capterra.com/p/184908/DocTract --- # DocTract Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. 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/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/) Overall rating Based on 46 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... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## DocTract alternatives Highest Rated [Scrut Automation](https://www.capterra.com/p/10012083/Scrut/) [4.9 (139)](https://www.capterra.com/p/10012083/Scrut/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10012083/Scrut/) [4.6 (267)](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 95% 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 [4.9 (65)](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 [View all alternatives](https://www.capterra.com/p/184908/DocTract/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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. 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 Single Sign On 5.0 (15) 73.33% of 15 reviewers that rated this feature as important or highly important Allow users to access multiple services after entering their login credentials once 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 DocTract 81 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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 Creation, administration, and evaluation of assessments or tests Collect, track and store acknowledgements that policies have been read and understood Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. The system automatically saves work on an interval without the user needing to manually save Track and monitor efficient handling of all changes/transitions 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 manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Document Check-in/Check-out Assign categories, labels, tags, or attributes to documents for organization, search and storage Series of processes that a document goes through from creation to archiving 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 Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Guidelines for conforming to environmental laws, regulations and requirements Track and ensure quality of products in accordance with food and drug administration (FDA) act Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Software designed for higher education organizations Specifically designed to address the needs of law firms and legal departments Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Compile and organize data into specific metrics Ensure internal objectives and compliance with policies are met Guidelines set by the International Organization for Standardization Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Create new policies or alter existing policies A repository of all past and existing policies Create, manage, and track policies and procedures within an organization Group policies by type for easy classification and discovery Train and educate employees on existing and/or new procedures and policies Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties 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 Regulations on a company's internal process when dealing with financial reporting 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 An individual's evaluation of his or her own strengths, weaknesses, and skills Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes 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 Track employee/learner's progression through training programs The process of cross-checking new versions with previous copies to identify changes Track revisions and updates made to files and navigate between different versions The process of reverting to a previous version or state 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) ### Starting price Free trial not available Value for money 4.9 (44) 4.9 Based on 44 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ 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 5.0 Based on 46 reviews Filter by rating 5(44) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MA Mary Alice G. Compliance and Privacy Officer Hospital & Health Care ### "Streamlined Policy Management with Exceptional Support" 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 10/10 October 2, 2025 DocTract has been invaluable for our compliance program—streamlining policy management with outstanding customer service. Our Customer Success Manager, \[sensitive content hidden\], is always accessible and incredibly supportive. Pros I highly recommend the use of DocTract as an effective and reliable policy management system. We have consistently used it as a centralized platform for: 1. Creating, reviewing, distributing, and tracking policies with full version control (my favorite feature) 2. Assigning attestations and tracking to ensure staff accountability and compliance 3. Receiving automated reminders when documents are due for updates 4. Maintaining a complete audit trail 5. Enjoying a very user-friendly interface Cons Not truly cons but noteworthy: 1. Learning Curve for Admins – Although staff-facing features are simple, our administrators faced a steeper learning curve and setting up advanced features has been tricky. 2. Notification Overload – Automated reminders are very helpful but, if not carefully managed, can overwhelm staff with too many emails. 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. VT Vincent T. Global Head of Quality and Compliance Transportation/Trucking/Railroad ### "Simple and great document management application" 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 29, 2025 Overall, we had a great experience setting up and using DocTract. The employees liked it, very small learning curve. Pros Simple and straightforward to configure and implementation, great support team, and doc features are well designed to avoid complexity Cons Unable to distribute documents granularly to specific roles, and lack of multilanguage translation built in 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. TE Tammy E. Manager of Operations Hospital & Health Care ### "Successful Full Year" 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 September 26, 2025 DocTract has help up build a P&P repository by creating uniform templates for consistency, establish clear workflow for collaboration and approval, and automate annual review processes. In just one year, we successfully created and managed over 200 documents, all within a structured, easy-to-use system. Pros Very easy-to-use system that has helped up improve processes, reduce errors, and improve collaboration. The Binder feature has been especially helpful when specific policies need to be reviewed by outside committees and collaborators. Cons The revision process and revision numbering assignment are very easy to use. However, having sub revisions to differentiate between major revisions (a change in process) and minor revisions (correcting a spelling error) could be beneficial. 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 Medical Devices ### "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 September 25, 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. VM Vincent M. Fire Chief Public Safety ### "A great tool for fire departments" 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 25, 2025 My overall experience has been exceptional. The program is easy to use, and the customer support is great! Pros The customer service and support for DocTract is unmatched. From our department's initial adoption of the program through its launch and beyond, their team has been extremely patient and helpful. Cons The initial setup was time consuming. I wouldn't necessarily say it was a con because the detail shows when you go live and is well worth the time invested. 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. BW Brooke W. Compliance Support Specialist Hospital & Health Care ### "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 23, 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. BA Ben A. Operations Manager Retail ### "A must-have product for many. " 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 September 15, 2025 Excellent overall, the onboarding process was very simple and interactive, support has been excellent since, and the product speaks for itself. Pros Excellent user-friendly service, straightforward onboarding process, great client support, and strong reference material to refer to. Cons Some 'easy wins' which would go a long way to improving the end-user and management experience, but overall still an excellent platform. 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. AU Anonymous User Executive Assistant Non-Profit Organization Management ### "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 11, 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!! Switched from [PolicyTech](https://www.capterra.com/p/20046/PolicyTech/) It was a US company/Product and the cost was astronomical for a not for profit agency. They even gave us a special rate but it still was too expensive to keep and the pricing continued to go up drastically every year. We also had issues with the system it was crashing some of the desktops when using their Word 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. PB Paula B. Administrative Executive Assistant Hospital & Health Care ### "A great tool for policies " 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 10, 2025 I enjoy using DocTract, the support has been very helpful and useful when I would come across an issue. Pros It is very user friendly when add employees to the program. As well, as uploading policies to each department. Cons When you have to transfer ownership of the documents. I still struggle to figure out the correct procedure. 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. Elizabeth S. Manager, Administrative Services Hospital & Health Care ### "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 August 29, 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). Alternatives considered [PolicyTech](https://www.capterra.com/p/20046/PolicyTech/) Reasons for choosing DocTract Cost and functionality of product for users 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/) ## 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. Popular comparisons [PowerDMS vs DocTract](https://www.capterra.com/compare/121513-184908/PowerDMS-vs-DocTract)  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/)