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UnForm

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Overview

UnForm 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

UnForm
UnForm
4.8
(13)

Pricing

Starting at $500.00 per month

About UnForm

UnForm is a document management solution that helps businesses automate their entire document-to-delivery process. It offers data extraction and workflow capabilities that streamline the process of entering large amounts of information. The platform also automates many labor-intensive processes, like processing vendor invoices and inbound customer purchase orders. UnForm allows businesses to automate their invoice and purchase order review processes, thereby saving time and money. Additionally, the platform also enables users to reduce invoice processing and order processing costs by automating the identification, capture and indexing of vendor invoices.

UnForm Screenshots

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UnForm Pricing and Plans

Starting price: $500.00 per month
Free Trial
Free Version

On-Premise

$5,000.00

flat rate, one time

No plan information available

    Cloud Hosted

    $500.00

    per feature, per month

    No plan information available

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      UnForm Features

      • Popular features found in Document Management
        Access Controls/Permissions
        Archiving & Retention
        Collaboration Tools
        Compliance Tracking
        Document Classification
        Document Editing
        Document Generation
        Electronic Signature
        File Conversion
        File Sharing
        Third-Party Integrations
        Version Control
      • More features of UnForm
        Alerts/Notifications
        API
        Approval Process Control
        Audit Trail
        Commenting/Notes
        Configurable Workflow
        Content Management
        Customizable Branding
        Customizable Fields
        Customizable Forms
        Data Import/Export
        Digital Signature
        Document Automation
        Document Capture
        Document Management
        Document Storage
        Document Templates
        Drag & Drop
        Forms Management
        Full Text Search
        Multiple Output Formats
        Offline Access
        Optical Character Recognition
        Process/Workflow Automation
        Search/Filter
        Secure Data Storage
        Workflow Management

      UnForm Integrations

      PBS Accounting
      PBS Accounting
      Infor Distribution SX.e
      Infor Distribution SX.e
      Infor VISUAL
      Infor VISUAL
      Epicor Eclipse
      Epicor Eclipse
      Acumatica Cloud ERP
      Acumatica Cloud ERP
      QAD Adaptive ERP
      QAD Adaptive ERP

      See all 9 integrations

      UnForm User Reviews

      Overall Rating

      4.8

      Ratings Breakdown

      5

      77%

      4

      23%

      3

      0%

      2

      0%

      1

      0%

      Secondary Ratings

      Ease of Use

      4.6

      Value for money

      5.0

      Customer support

      4.8

      Functionality

      4.8

      Have you used UnForm and would like to share your experience with others?

      Atul Pratap's profile

      Atul Pratap S.

      Verified reviewer

      Information Technology and Services

      2-10 employees

      Used weekly for less than 2 years

      Review source

      Reviewed July 2022

      Best Document Management and Automation Tool

      4

      It offers functionality that occasionally even more costly software does not. It has enabled me to find several solutions for my consumers' issues. I can give my clients a lot of flexibility thanks to printing invoices, fax and email connection, statements, and checks, and more recently, archiving.

      Ratings Breakdown

      5
      Ease of use
      5
      Value for money
      4
      Customer support
      5
      Functionality
      icon
      Pros:
      To begin with, the programme is excellent. It's been in use by me for more than a year. Installing this software is easy. The automated archiving of printed papers is only one of its numerous capabilities. Unform deserves acclaim for its simplicity and cost-effectiveness. Users get many options for the money they pay, which you might expect to come only with products with higher price tags.
      Cons:
      Sometimes there are issues with the search feature, and the GUI also appears to be a little outdated.

      Read More

      VR

      Verified
      Reviewer

      Non-Profit Organization Management

      2-10 employees

      Used daily for less than 12 months

      Review source

      Reviewed January 2026

      Best Tool for Administrative Professional

      5

      Unform is an amazing administrative tool, and it is excellent for any professional administrative personnel

      Ratings Breakdown

      5
      Ease of use
      5
      Value for money
      5
      Customer support
      5
      Functionality
      icon
      Pros:
      Unform is very easy to use and the I can mange my document editing and management. The customer support is great and it is perfect for professional use
      Cons:
      It is a bit pricy for a startup business but it is great value for money. Other than that I have no issues with the software

      Read More

      Siti Raziah's profile

      Siti Raziah A.

      Verified reviewer

      Telecommunications

      1001-5000 employees

      Used weekly for less than 2 years

      Review source

      Reviewed April 2022

      Easy document management

      5

      It saves time and money. It can do the work that more expensive software has to offer. We are really happy with this purchase.

      Ratings Breakdown

      4
      Ease of use
      5
      Value for money
      4
      Customer support
      4
      Functionality
      icon
      Pros:
      UnForm is the best document management solution that helps print a receipt or business invoices and make a copy of it for our customers and our copy to storage for accounting.
      Cons:
      The storage option is not wide, and we have to change our cloud storage service that can work with this software.

      Read More

      VR

      Verified
      Reviewer

      Computer Software

      10000+ employees

      Used weekly for less than 12 months

      Review source

      Reviewed March 2023

      Unform review

      5

      Ratings Breakdown

      5
      Ease of use
      5
      Value for money
      5
      Customer support
      5
      Functionality
      icon
      Pros:
      Unform is very easy to use without any complication
      Cons:
      It’s user interface should get more enhanced

      Read More

      Rajeev's profile

      Rajeev S.

      Verified reviewer

      Information Services

      2-10 employees

      Used weekly for less than 6 months

      Review source

      Reviewed August 2022

      Best Document Management Tool

      5

      It is excellent product. Unform is very flexible and easy to use. It saves time and money as well. I enthusiastically support it.

      Ratings Breakdown

      5
      Ease of use
      5
      Value for money
      5
      Customer support
      5
      Functionality
      icon
      Pros:
      Unform is a comprehensive application for workflow, document marking, archiving and scanning. Unform is the best Document management application since it allows us to print firm invoices or receipts, make copies for our customers and keep the originals for accounting reasons.
      Cons:
      We must migrate to a cloud storage solution that is compatible with this software due to the restricted storage alternatives. Overall, it is an amazing document management application.

      Read More

      BW

      Barry W.

      Used unspecified for unspecified

      Review source

      Reviewed June 2015

      Awesome products with expert technical support. The archiving tool blows the rest out of the water!

      5

      We have been using Unform for our laser forms for over a decade. When we moved to Infor's SX.e product, we brought them along. In the beginning, we went with another archiving package that was the only thing available to us. But then SDSI came out with theirs and it made so much sense, we dumped a $25,000 package to switch to Unform's. It's a no-brainer when you are already using their forms package. After a little setup, there is a one line adder to the printing script and you automatically archive everything you print that has the 'arc' command added. I'm still on version 8 but am looking forward to getting 9 up and running. From what I've seen, it's going to be great!

      Ratings Breakdown

      5
      Ease of use
      5
      Customer support

      Read More

      MG

      Michael G.

      Used unspecified for unspecified

      Review source

      Reviewed October 2015

      The software eliminates custom pre-printed forms and does a great job of document storage/retrieval.

      5

      The software must be configured in most cases by a dealer, but it's behavior is very flexible. For instance, multiple copies of an invoice can be printed (accounting, file, customer) with only the customer copy being in color to save expense. Logos can be added which are context sensitive. Shading, font changes, and all manner of text markup can be achieved. The document archive feature eliminates filing and provides for easy access/search/retrieval and delivery. It is all very robust.

      Ratings Breakdown

      5
      Ease of use
      5
      Customer support

      Read More

      GD

      Gordon D.

      Used unspecified for unspecified

      Review source

      Reviewed January 2016

      OneGreatLittleSoftwareTool

      5

      If you are in need of creating Formatted documents from old character output based software ... look no further ... this is the product you need. We have been using this software for many many years and there is nothing out there finer for the price point ... your customers will thank you ... your bosses will praise you. A significant and easier product to use thank PrintKafe for Canon Lasers .. save yourselves mega bucks

      Ratings Breakdown

      5
      Ease of use
      5
      Customer support

      Read More

      KK

      Kevin K.

      Verified reviewer

      Used unspecified for unspecified

      Review source

      Reviewed October 2015

      Unform is exceptional.

      5

      Installation is a breeze. The browser based design tool is just awesome. The learning curve can be steep but once you understand a few key concepts this is a most powerful tool.

      Ratings Breakdown

      4
      Ease of use
      5
      Customer support

      Read More

      MK

      Murray K.

      Used unspecified for unspecified

      Review source

      Reviewed October 2015

      Installs easily on different flavors of Linux and allows a wide range of document maniplation.

      5

      Installs easily and when different Linux flavors make changes, UnForm support is right there with you to problem solve and get your customer going usually withing 24 hours. Logo's, box and line drawing, barcodes, form stapling as well as overlaying of forms are all available and easily programmed. You can make your most demanding customers happy with custom forms using UnForm and I have for many years now.

      Ratings Breakdown

      5
      Ease of use
      5
      Customer support

      Read More

      Showing 1 - 10 of 13 Reviews
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