# PaperTrail Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PaperTrail Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/235797/PaperTrail

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# 

 PaperTrail Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on February 18, 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)[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/)[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$100

Per Feature, Per Month

Free trial  
not 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.

### PaperTrail

0.0

VS.

[4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting Price

$100

Per Feature, Per Month

Starting Price

$15

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (2,617)

Value For Money

0.0 (0)

Value For Money

4.5 (2,136)

Customer Service

0.0 (0)

Customer Service

4.5 (1,952)

## PaperTrail alternatives

[4.7 (4,165)](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

Highest Rated

[4.8 (2,833)](https://www.capterra.com/p/160894/eversign/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.7 (2,782)](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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 48 features

Define levels of authorization for access to specific files or systems

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

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

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Highlight content and/or make notations about parts of content

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

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

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

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Makes changes to document features such as text, fonts, formatting, etc.

Custom forms to streamline repetitious aspects of a document

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

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Convert files to a different format

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Use AI to generate content in the form of text, images, videos, etc.

Retrieval of embedded metadata that is present within a file

Access software remotely via mobile devices

Ability of websites, web applications, or mobile applications to function without an active internet connection

Ability to recognize printed or written text within digital images or scanned documents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

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. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

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

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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