--- title: "Policy & Procedure Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Policy & Procedure Management Software - reviews, pricing plans, popular comparisons to other Policy Management products and more." source_url: "https://www.capterra.com/p/73428/Policy-Procedure-Management/" page_type: "product" language: "en" --- # Policy & Procedure Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 9, 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) Policy & Procedure Management ## What is Policy & Procedure Management? ComplianceBridge is the most comprehensive, feature-rich policy and procedure management software. It is engineered to be quick to onboard, easy to administrate, and customizable to fit your organization’s policy workflow management. Our software can be configured to your way of doing business so you can easily collaborate during policy creation, control distribution, collect attestations, test comprehension, monitor progress from real-time dashboards, and create and export custom reports. ## What is Policy & Procedure Management used for? [Document Version Control](https://www.capterra.com/document-version-control-software/)[Compliance](https://www.capterra.com/compliance-software/)[Policy Management](https://www.capterra.com/policy-management-software/) Overall rating Based on 23 user reviews Reviews sentiment Positive 91% Neutral 9% Negative 0% Starting price $0.01 Per User, Per Month Free trial 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... ## Policy & Procedure Management Overview Updated September 2026 AI summary Policy & Procedure Management helps organizations of all sizes centralize policy documentation, automate approval workflows, and maintain compliance through features like policy creation, version control, audit trails, and reporting. With cloud-based deployment, it also offers configurable workflows, role-based permissions, and integration options, supporting teams seeking consistent policy oversight and lifecycle management across the business. ## Policy & Procedure Management alternatives Highest Rated [5.0 (46)](https://www.capterra.com/p/184908/DocTract/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (25)](https://www.capterra.com/p/141415/Adaptive-Compliance-Engine-ACE/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (42)](https://www.capterra.com/p/16872/Document-Locator/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [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 ## FAQs about Policy & Procedure Management Overview ### Which roles and teams benefit most from Policy & Procedure Management? Policy & Procedure Management benefits compliance, audit, and risk teams that need controlled documentation, version tracking, and evidence for regulatory reviews. HR and administrative leaders use it to standardize onboarding and internal processes, while executives, operations managers, and public-sector leaders rely on it to align staff, enforce procedures, and improve accountability. Answer based on 22 reviews Overview ### What company size and specific industries is Policy & Procedure Management built for? Policy & Procedure Management is designed for businesses of all sizes, including small businesses, mid-market companies, and enterprise organizations. It is especially suited for higher education, healthcare, public safety, government, and manufacturing organizations that need to manage policies and procedures. Features and Usability ### What are the key features of Policy & Procedure Management? Policy & Procedure Management includes policy creation, a policy library, document management, and version control for drafting and updating procedures. It also offers approval process control, audit trail, attestation, and compliance tracking, plus workflow automation, alerts/notifications, role-based permissions, and reporting/analytics for oversight. Integrations ### Which third-party tools and platforms does Policy & Procedure Management integrate with? Policy & Procedure Management integrates with Google Docs, Microsoft 365, Word to HTML, and HTML Editor for document creation and publishing workflows. These cataloged integrations cover common editing and formatting needs, giving teams a small but focused set of third-party connections. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Policy & Procedure Management offer? Policy & Procedure Management provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars can present key product topics to groups, and documentation gives written reference material for self-paced review. Answer based on 4 reviews Getting Started and Support ### What customer support options does Policy & Procedure Management offer? Policy & Procedure Management provides email/help desk, a knowledge base, and phone support. Users describe customer service as responsive, with emails and calls returned quickly, and helpful when the software needs adjustments. Some also rely on the manual alone while learning, suggesting the knowledge base plays an important role. Answer based on 2 reviews ## Features AI summary Based on 516 Policy Management reviews Capterra data shows that buyers of policy management software rank the following features as their top priorities: - **Policy Library** (**57%** of reviewers rated this feature as critical) - **Policy Creation** (**55%**) - **Compliance Management** (**57%**) Policy & Procedure Management includes all three features that reviewers rate most highly: **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 with greater consistency, providing teams with clearer oversight and better control over policy-related work. 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/Escalation System alerts about the need to escalate an issue or request 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 Policy & Procedure Management 68 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/Escalation: System alerts about the need to escalate an issue or request - 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. - 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 - 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 Reports: Alter the layout and content of reports - 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 - Data Visualization: Graphical representation of data - 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 Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - 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 - Electronic Signature: Digitally sign online documents - 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 - 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 - 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 - OSHA Compliance: Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant - 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 - Reports: Delivers insights into charger performance, energy consumption, revenue, and usage trends to optimize operations and maximize utilization. - Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision - Risk Analysis: Analyze potential risks across the organization - 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 - 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 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 - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - 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. - 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 4.6 (20) 4.6 Based on 20 reviews ## Pricing Value for money 4.6 (19) Free Trial Basic $0.01 Per User,Per Month Value for money 4.6 (19) 4.6 Based on 19 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ HTML Editor](https://www.capterra.com/p/152212/HTML-Editor/)[ Word to HTML](https://www.capterra.com/p/193993/Word-to-HTML-Convert-your-text-to-clean-code/) 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 (23) 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 (23) 4.8 Based on 23 reviews ## User reviews Overall rating 4.7 Based on 23 reviews Filter by rating 5(17) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent FC Farina C. Web Specialist Higher Education ### "Good product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 22, 2020 I like the fact that our relationship with Compliance Bridge has grown. They are will to make adjustments in order to make our experience a better one, and we appreciate that . Pros I would have to say he biggest pro is their customer service. Being in IT customer helps is number one on my radar. Compliance Bridge is always willing to work with us on anything we need help with. Overall the product does what its supposed to and the back end is easy to navigate and use. Cons I would like vanity urls, other than that the program does what it is supposed to. 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. HD Helena D. Program Director Government Administration ### "Outstanding Customer Service and 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 10/10 May 19, 2020 We moved from a word and email format to Compliance Bridge and from my experience working policy, this is a dream come true! Most people aren’t in tune with policy, like laundry and dishes, but using this platform has made it more palatable for users because the platform is user friendly and easy to navigate. Pros This software is an all in one package that saves lots of time in the policy upkeep and management world. The best feature is the automatic reminders that I can “set it and forget it” which put policy management into the hands of users, policy managers, and administration all at a simple click! Another feature I absolutely love is tracking changes so all users can see what has been changed in a policy - so it appeals to the novice as well as the expert policy reader and writer! Cons The only integration price that has been challenging is the interface with all the government security protocols we have in place, but most of those hurdles were more of annoyances to overcome so we could fully implement the systems functionality. Reasons for choosing Policy & Procedure Management We chose Compliance Bridge because from the get go of the demo we had such a great customer service experience, we knew that the developer and staff would help us with any hurdles - and they have hit that mark! 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 Patrice B. Lead Coordination, Exam Operations Non-Profit Organization Management ### "ComplianceBridge Administrator" 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 March 6, 2020 Overall I am very please with Policy and Management. Pros My company requested several changes to the product because we use the software in a unique way in which most other companies do. After customer support tweaked the software I found it to be very user friendly. I still have difficulty with some features but overall I am pleased with the software. Cons The report building feature is what I like the least about ComplianceBridge. Reasons for choosing Policy & Procedure Management N/A 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. CM Carolyn M. Compliance Analyst Accounting ### "Once you learn it, it's a good system" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 25, 2020 CB support is stellar...available, timely, and helpful. The team welcomes feedback and enhancement ideas. Pros One stop shopping for managing controlled docs and training expectations. Maintains an audit trail of changes, approvals, and acknowledgements. Auto-generated emails provide followup reminders which eliminates manual tracking. Cons HTML takes some getting used to, formatting can be tricky. Behind the scenes upgrades are implemented at times during business hours (due to differing time zones), which may affect the end user input/output process. CB document management took a while to learn (it's a process after all) but repetition helps and its functionality works. 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. DS Denise S. Policy Coordinator Higher Education ### "ComplianceBridge" 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 February 10, 2020 My institution did not have a total picture of the number of policies and procedures in current publication, neither did we have the bandwidth or experience to create an in-house solution for controlling this process. We realized that this posed a significant risk on multiple levels to our organization. We are now moving ahead in a systematic and positive direction, knowing that our institutional history will be preserved in the archive while providing a single answer to questions of policy and guidelines for practice. Pros All the elements essential to our initial success were included under our contract, but we are aware that the risk and compliance module and the contract management module are something to consider in future as we grow in this process. Cons Learning to create in HTML was not something I had ever done previously nor did I take to it without assistance, which the team at ComplianceBridge provided in the most thorough and positive way. I would have no hesitation in calling my sales and implementation team for assistance at any time, and have done so on numerous occasions. Alternatives considered [NAVEX IRM](https://www.capterra.com/p/150187/Navex-IRM/) [PolicyHub](https://www.capterra.com/p/242028/PolicyHub/) [RLDatix](https://www.capterra.com/p/146922/PolicyManager/) [PolicyTech](https://www.capterra.com/p/20046/PolicyTech/) Reasons for choosing Policy & Procedure Management We created a team to vet five different policy software solutions and come to a conclusion as to which best fit the needs of our institution as we dove into our first experience in using a software solution for our policy library needs. All presentations were considered in the context of which would require the most technical support on the institutional level; price; convenience; customer support from the provider; training for our users; and ease of implementation. Our overall favorite was ComplianceBridge because of its focus on simplifying the creation of a centralized archive, automated workflow for review and publication, and scalability. My experience with the ComplianceBridge team has been very positive. 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. VA Venessa A. Sr. HR Manager Oil & Energy ### "Awesome product for policies, forms and procedures! " 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 February 7, 2020 Great product, great representatives of the company; the software is so easy to use, our roll out required little to no training for our employee base. Highly recommend for policies, procedures and end to end forms completion and record retention! Pros Customization features and ease of use. Cons Restrictions of administrator access. Reasons for choosing Policy & Procedure Management It was being used by our parent company and met our needs and budget. 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. AN Anonymous User HR & Accounting Manager Telecommunications ### "HR Director" 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 9/10 February 5, 2019 Pros It is easy to use and the ability to be used by multiple departments. Cons As with any new system it takes time to get use to. 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. AV Alisa V. Human Resources Manger Civic & Social Organization ### "Compliance Bridge" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 5, 2019 Pros Very robust features on the Administrative side. Cons Complicated, and not very end user friendly, design-wise. Very technical 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. KT Kerri T. Computer Tech Analyst Government Administration ### "EXCELLENT customer service!" 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 8/10 February 5, 2019 Our P&P's were very hard to manage the way we used to do it. Some were done through a shared drive and linking to other files and others were posted to our intranet server. It wasn't searchable so was time consuming for staff to find what they needed. Pros It is very easy to use and intuitive. Customer support is very fast and effective and helpful! Cons So far, nothing. Does what it needs to do and is feature rich. 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. CC Crystal C. Administrative Director Non-Profit Organization Management ### "Compliance Bridge-Office" 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 January 15, 2019 I love this function. It is greatly assisted my agency with going paperless. Pros I like that I can upload all of my agency's policy and procedures and disseminate to staff in one go. Cons Nothing at this time. I've only had one issue, but it was resolved quickly. 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/73428/Policy-Procedure-Management/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.