--- title: "PaperTrail Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PaperTrail Software - reviews, pricing plans, popular comparisons to other Content Collaboration products and more." source_url: "https://www.capterra.com/p/235797/PaperTrail/" page_type: "product" language: "en" --- # PaperTrail Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) PaperTrail ## What is PaperTrail? Papertrail is a cloud-based document management platform that helps organizations digitize, organize, and automate document-driven processes. Using advanced OCR and workflow automation, Papertrail captures documents from scanners, email, uploads, or APIs, extracts structured data, and securely stores everything in one searchable system. Beyond simple storage, Papertrail automates approvals, validation, and routing while integrating directly with ERP, accounting, and HR platforms such as SAP S/4HANA and custom systems. Teams gain instant access to critical information, complete audit trails, and role-based security - reducing manual effort, errors, and processing time. Papertrail is used across retail, automotive, healthcare, HR, and professional services to manage invoices, contracts, employee records, and operational documents. The platform helps businesses lower costs, improve visibility, and scale document workflows across multiple locations, enabling a truly paperless operation. ## What is PaperTrail used for? [Digital Signature](https://www.capterra.com/digital-signature-software/)[Content Collaboration](https://www.capterra.com/content-collaboration-software/)[Document Management](https://www.capterra.com/document-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $100 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PaperTrail?[Manage this product listing](https://www.g2.com/products/papertrail/claim_requests/new?auto=true) ## 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. ### PaperTrail 0.0 VS. [### SignWell](https://www.capterra.com/p/184497/Docsketch/) [4.9 (2,714)](https://www.capterra.com/p/184497/Docsketch/reviews/) Starting Price $100 Per Feature, Per Month Starting Price $12 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.9 (2,714) Value For Money 0.0 (0) Value For Money 4.8 (2,229) Customer Service 0.0 (0) Customer Service 4.8 (2,039) ## PaperTrail alternatives [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) [4.7 (4,262)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) [Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) [4.7 (1,450)](https://www.capterra.com/p/144797/HelloSign/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144797/HelloSign/) [DigiSigner](https://www.capterra.com/p/151821/DigiSigner/) [4.8 (1,451)](https://www.capterra.com/p/151821/DigiSigner/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/151821/DigiSigner/) ## FAQs about PaperTrail Overview ### What company size and specific industries is PaperTrail built for? PaperTrail is designed for SMBs and enterprises that manage high document volumes, especially teams in finance, HR, retail, automotive, healthcare, and professional services. It suits organizations that need document automation and OCR to handle large amounts of paperwork across these sectors. Features and Usability ### What are the key features of PaperTrail? PaperTrail offers document management features such as document storage, version control, full-text search, and metadata extraction, along with document capture, classification, and OCR. It also includes workflow management, approval process control, electronic signature, access controls and permissions, audit trail, archiving and retention, reporting, and third-party integrations. Integrations ### Which third-party tools and platforms does PaperTrail integrate with? PaperTrail integrates with 10 third-party tools and platforms, including Gmail, Microsoft 365, Google Cloud, SharePoint Azure AD Connect, Xero, Sage Accounting, Oracle CRM On Demand, Oracle Fusion Cloud SCM, SAP S/4HANA Cloud, and Flowgear. It also connects with LexisNexis Public Records, LexisNexis Human API, Hyphen HomeFront, and Hyphen Wallet. Getting Started and Support ### What training and onboarding options does PaperTrail offer? PaperTrail provides in person training, live online sessions, documentation, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, documentation serves as written reference, and videos offer self-paced learning material. Getting Started and Support ### What customer support options does PaperTrail offer? PaperTrail provides email/help desk, FAQ/forum, and phone support. Users can choose direct contact or self-service resources for setup and troubleshooting. No reviewer feedback is available here, so support quality, response speed, and helpfulness cannot be assessed from user comments. ## Features AI summary Based on 32,025 Content Collaboration reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) PaperTrail supports all three features that reviewers rate highest: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information efficiently, allowing teams to manage records with more control and work together more effectively. Access Controls/Permissions Define levels of authorization for access to specific files or systems Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. 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 AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges PaperTrail 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Access Expiration Management: Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. - 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 - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - 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 - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - 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 Tracking: Track and report regulatory data to either internal management or external stakeholders - 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 - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Editing: Makes changes to document features such as text, fonts, formatting, etc. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - 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 - File Conversion: Convert files to a different format - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Metadata Extraction: Retrieval of embedded metadata that is present within a file - Mobile Access: Access software remotely via mobile devices - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - 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 - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Monthly Subscription $100.00 Per Feature,Per Month Per User $15.00 Per User,Per Month Transaction Based $100.00 Usage Based,Per Month ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/)[ Oracle CRM On Demand](https://www.capterra.com/p/119990/CRM-On-Demand-Marketing/)[ Flowgear](https://www.capterra.com/p/201876/Flowgear/) 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. 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