# DocFusion Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/237456/DocFusion/pricing

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# 

 DocFusion 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)

DocFusion

## What is DocFusion?

DocFusion is an enterprise-grade document generation and automation platform built to expertly manage the complexities of high-volume and highly-customised document processes. Tailored for financial services, our low-code solution streamlines efficiency, accuracy, compliance, and personalisation, ensuring seamless handling of dynamic inputs and unique client needs. Turn routine documents into intelligent, dynamic templates with ease, eliminating bottlenecks and empowering teams through our intuitive drag-and-drop designer. DocFusion's template libraries with role-based access ensure a compliant, organised, and consistent experience for both businesses and clients. Key features include digital signatures, dynamic barcoding, rule-driven content, complex workflows, and managed legal clause and corporate identity libraries. We help you eliminate the manual and mundane, so you can focus on what truly matters.

## What is DocFusion used for?

[Document Generation](https://www.capterra.com/document-generation-software/)[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 11 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

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.

### DocFusion

4.8 (11)

VS.

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting Price

Contact vendor

Starting Price

$19.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (11)

Ease Of Use

4.6 (2,686)

Value For Money

5.0 (11)

Value For Money

4.3 (2,075)

Customer Service

4.8 (11)

Customer Service

4.3 (1,844)

## DocFusion alternatives

[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

[4.7 (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

[4.5 (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

[4.5 (570)](https://www.capterra.com/p/167449/Nitro/reviews/)

Starting price

$17.70

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/237456/DocFusion/alternatives/)

## Features

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

Templates

4.9 (8)

87.50% of 8 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

Batch Processing

4.7 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

Software's ability to perform similar action on multiple similar files simultaneously

Process/Workflow Automation

4.7 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

Streamlining repetitive tasks and activities through automated and predefined workflows

Interaction Tracking

4.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Multiple Output Formats

4.6 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Create content in various formats, such as print, PDF, HTML and more

Collaboration Tools

3.8 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

DocFusion 44 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

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

Software's ability to perform similar action on multiple similar files simultaneously

Provides a channel for team members to share media files, communicate, and work together

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

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

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

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

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

Custom forms to streamline repetitious aspects of a document

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

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Track interaction history by documenting conversations for contacts

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Create content in various formats, such as print, PDF, HTML and more

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

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.

Features

4.8 (11)

4.8

Based on 11 reviews

## Pricing

Value for money

5.0 (11)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (11)

5.0

Based on 11 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

4.8 (11)

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

4.8 (11)

4.8

Based on 11 reviews

## User reviews

Overall rating

4.8

Based on 11 reviews

Filter by rating

5(9)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DM

Desmond M.

Automation and Integration Consultant

Information Technology and Services

### "Easily create and automate 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

October 13, 2024

I have had a good experience using DocFusion as a product and implementing it in multiple processes on different platforms. I certainly looking forward to the new features in the pipeline

Pros

It is easy to learn and implement in many applications that require document generation

Cons

Sometimes it automatically tries to download an update when I'm just trying to open a Word document

Switched from

[Nintex DocGen for Salesforce](https://www.capterra.com/p/226275/Nintex-DocGen/)

joined a different organisation that primarily used DocFusion

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PM

Patrick M.

Template developer

Computer Software

### "Best Automation system"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 18, 2024

Im loving Docfusion,especially on rules and optionals

Pros

easy to Automate the document, also also for document generation via salesforce it makes life easier

Cons

Easy to use not complicated at all, when it comes developing the template it works like magic.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ZK

Ziyanda K.

System Product Manager

Insurance

### "The best template management tool there is!"

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 16, 2024

Overall, I've had a fantastic 7+ years with DocFusion and my constant bragging about it is more than justified.

Pros

Having come from a purely Admin background, DocFusion was a godsend for me. The workbench is easy to navigate, and the whole system easy to understand. Using all the MS work functionality is also the best thing.

Cons

At least once a week i get an "invalid license" error. This is normally resolved very quickly by the support team but i could really do without this error.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Leon v.

CEO

Computer Software

### "Well-rounded document and template automation"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

September 16, 2024

Our overall experience with DocFusion has been highly positive. The projects have been well-managed from start to finish, which fostered clear communication and collaboration throughout the process. What particularly stood out was their deep technical understanding of our requirements; this knowledge made a significant difference in the execution of our projects. The team’s responsiveness and dedication to ensuring our success truly enhanced our experience, allowing us to leverage the full potential of the software effectively.

Pros

What I liked most about DocFusion is their impressive technical expertise in navigating complex requirements and intricate IT ecosystems. Their team's ability to deeply understand our needs, and that of our clients, and translate them into effective solutions was truly commendable. This skill not only streamlined our processes but also ensured that we could integrate DocFusion seamlessly within our existing infrastructure. Their attention to detail and commitment to providing tailored solutions made a significant difference in our operational efficiency.

Cons

The initial challenge of grappling with the technical aspects of the product. The complexity can be overwhelming at first. However, this experience turned out to be a valuable opportunity for growth. Thanks to the exceptional support from their technical team, we were able to navigate these challenges effectively. They provided the guidance we needed, ultimately helping us achieve our goals and maximizing the benefits of the software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JL

Johan L.

Head of Architecture and Solutions

Program Development

### "The best Document Generation Platform"

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 12, 2024

It was a very quick process to learn DocFusion and it was so simple to use, but when getting into the details I realised its immense power. There is literally no scenario I could not map with DocFusion. There is always a way to achieve what you want to do and many times there are multiple ways of doing anything. What makes this Document Generation tool superior is that it can integrate with many data sources at once and have a very strong rules engine. Couple this with a designer in Microsoft Word and you can put all this power in non-Developer's hands and allow them to create beautifully generated documents in a flash.

Pros

This product is almost limitless. If you need to generate a document with specific requirements, DocFusion can do it. It can also integrate with multiple data sources at once and supports very complex data structures and rules.

Cons

There are no cons, this is a very powerful product that delivers.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

Morne M.

Head of Automation and Integration

Information Technology and Services

### "Brilliant Document Generation Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

September 9, 2024

Pros

Brilliant Version Control. Wonderful word plugin that works seamlessly with altering documents and configuring anchors to generate business data.

Cons

The DocBench interface is a bit outdated.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DD

Deon d.

Operational Consultant

Banking

### "Absa Commercial Property Finance"

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 9, 2024

I have been dealing with Docfusion for 17 years now and I am extremely satified with timely and professional solutions from them.

Pros

Docfusion is extremely reliable and I never experienced unforseen glitches

Cons

There is nothing that I do not like about Docfusion.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PO

Peter O.

Enterprise Architecture

Financial Services

### "Document generation gap filled"

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 9, 2024

Very good flexible document creation and generation. Fills a niche not a lot of enterprise system cater for.

Pros

Ability to generate content on various media outputs from single document definition.

Cons

Word definition, could be more drag and drop

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LI

Luke I.

Solutions Architect

Computer Software

### "Powerful workflow engine"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 9, 2024

Great experience, the workflow engine and e-signature component is very easy to use and plug in to existing processes or completely replace manual processes.

Pros

The real ease that the workflow engine takes to understand, the e-signature component is also a huge plus!

Cons

User training is required to fully understand the concept, however this is a really minor negative, the training is easy and once you understand the concept, you are more than capable of working on your own.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RM

Richard M.

Project Manager and Product Specialist

Information Technology and Services

### "DocFusion is simple and easily integrates to other platforms"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 5, 2024

I'm happy with 95% of the features that DocFusion offers

Pros

The simplicity of creating models to be used in the templates of documents to be created, as well as the ease at which it integrates to various platforms. eg Salesforce

Cons

The main con that I have with DocFusion is that there is no automated process for updating a model if a new field is added to a document template. It would be nice to be able to "refresh" the model and that will show fields that do not have a link as yet, this will enable me to link it rather than create a field within the model

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/237456/DocFusion/reviews/)

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