# Etrieve Software Reviews, Demo & Pricing - 2026 > Review of Etrieve Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/forms-automation/etrieve-profile --- [Home](https://www.softwareadvice.com/) / [Content Management Software](https://www.softwareadvice.com/cms/) / Etrieve Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/forms-automation/etrieve-profile/reviews/)[Alternatives](https://www.softwareadvice.com/forms-automation/etrieve-profile/alternatives/) # Etrieve 2026: Benefits, Features & Pricing Wondering if Etrieve is right for your organization? Our Content Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Etrieve 4.7 [(26)](https://www.softwareadvice.com/forms-automation/etrieve-profile/reviews/) Pricing Pricing available upon request ### About Etrieve Etrieve is a cloud-based software designed to help educational institutions handle documents, manage electronic forms and streamline data workflows on a centralized platform. It provides organizations with a centralized repository, which helps students and employees access, review, edit and share documents across departments. Etrieve allows organizations to automatically route pre-populated forms to relevant individuals, streamline review and approval processes. Managers can utilize the graphical designer to customize and build workflows according to requirements. The software also helps businesses integrate the platform with various third-party applications. Wondering if Etrieve is right for your organization? Our Content Management Software selection experts can help you in 15 minutes or less. ## Etrieve User Interface ## Popular Etrieve Alternatives Main Product Etrieve 4.7 [(26)](https://www.softwareadvice.com/forms-automation/etrieve-profile/reviews/) Ratings Breakdown - 4.46Ease of use - 4.38Value for money - 4.61Customer support - 4.31Functionality Pricing Available upon request Get Price Alternative Product [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) 4.7 [(2896)](https://www.softwareadvice.com/market-research/jotform-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.46Value for money - 4.46Customer support - 4.60Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.5 [(1252)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.25Value for money - 4.32Customer support - 4.34Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [DocuWare](https://www.softwareadvice.com/legal/docuware-profile/) 4.6 [(114)](https://www.softwareadvice.com/legal/docuware-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.31Value for money - 4.52Customer support - 4.51Functionality Pricing Available upon request Get Price Alternative Product [pdfFiller](https://www.softwareadvice.com/pdf-editor/pdffiller-profile/) 4.6 [(992)](https://www.softwareadvice.com/pdf-editor/pdffiller-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.39Value for money - 4.33Customer support - 4.48Functionality Pricing Starting at $8.00 per month Get Price Alternative Product [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) 4.5 [(141)](https://www.softwareadvice.com/cms/square-9-profile/reviews/) Ratings Breakdown - 4.28Ease of use - 4.27Value for money - 4.43Customer support - 4.36Functionality Pricing Starting at $50.00 per month Get Price ## Etrieve Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Etrieve Features - Popular features found in Content Management Access Controls/Permissions Audio File Management Content Library Customizable Templates Image Editing Search/Filter SEO Management Text Editing Version Control Video Support - More features of Etrieve Activity Tracking Alerts/Notifications API Approval Process Control Archiving & Retention Audit Trail Authentication Autofill Business Process Automation Collaboration Tools Commenting/Notes Compliance Tracking Conditional Logic Configurable Workflow Content Management Customizable Branding Customizable Fields Customizable Forms Data Security Document Capture Document Management Document Review Document Storage Drag & Drop Electronic Forms Electronic Signature Faculty/Staff Management For Higher Education Forms Creation & Design Forms Management Full Text Search Graphical Workflow Editor Indexing Metadata Management Mobile Access Multi-Party Signing Progress Tracking Project Workflow Real-Time Data Real-Time Notifications Reminders Reporting/Analytics Role-Based Permissions Rules-Based Workflow Secure Data Storage Single Sign On SSL Security Status Tracking Student Management Surveys & Feedback Task Management Template Management Third-Party Integrations Web Forms Workflow Automation Workflow Configuration Workflow Management ## Etrieve User Reviews Overall Rating 4.7 Ratings Breakdown 5 73% 4 27% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.5 Value for money 4.4 Customer support 4.6 Functionality 4.3 Reid B. Verified reviewer Higher Education 501-1000 employees Used daily for less than 2 years Review source Reviewed May 2022 My Review 5 If experience with Etrieve was cake, I'd ask for more cake. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: We really needed a forms and workflow solution that could take care of business instead of having little systems here and there that didn't little bits of what needed done. Cons: The form builder can be tricky to use at times but we look forward to the Fall 2022 update that could bring improvements to that. Reasons for choosing Etrieve Other products seem so Y2k. Etrieve seemed to be cool software with good people to work with. Read More MV Mark V. Verified reviewer Higher Education 201-500 employees Used daily for less than 2 years Review source Reviewed January 2023 Document management made easy. 5 Overall, excellent experience. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The learning curve for staff end users is shallow, and our ability to do amazing things with our forms and data is extremely high. The software itself, while initially complex to get installed and integrated with other enterprise systems, is easy to manage on the back end and easy on the users.   Cons: Our primary dissatisfaction revolved around the length of time it took to implement the software. With that said, we also understand that integrating multiple systems for multiple workflows across an enterprise is an intensely complex process. Etreive did a respectable job managing that process with us.  Reasons for choosing Etrieve It integrated with our Colleague implementation and provided a much simpler and easier interface for our staff and students to navigate. We're very happy. Reasons for switching to Etrieve OnBase was difficult to use, licensing was inflexible, and the software is expensive. Read More AB Alissa B. Verified reviewer Education Management 501-1000 employees Used daily for more than 2 years Review source Reviewed February 2022 Etrieve Review 4 My overall experience with etrieve has been positive. Ratings Breakdown 3 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: The electronic forms and having all student records electronically has been great especially as more people are now working from home and not in the office Cons: One problem with the electronic forms is that they are difficult to create and edit unless you are throughly trained and have a technical background. It makes it difficult for our office when trying to edit or create a form where we need to rely on IT or someone at Soft Docs for assistance. Read More BC Bary C. Verified reviewer Information Technology and Services 501-1000 employees Used daily for more than 2 years Review source Reviewed February 2022 Olivet Nazarene University - eTrieve Experience 5 We started with Docescan/Doceforms/DoceServe and eventually moved to the eTrieve products. The initial move to eTrieve was a little challenging, but once the later version of the product came out and "fixed" various issue the product is now great. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Ease of use and setup, speed and responsiveness of the browser app, great customer service and quick response (and fixes) to major issues, form development (even manually using the built in context sensitive editor) is delightful and fun, and a great community experience. Integration with ETHOS and the awesome support for it (from your developers) really helped. Being part of the beta-testing was great. Cons: Users got used to the tree in DoceScan and were later disappointed that several "features" were not included in the tree. Custom sorting of tree levels is not possible. Sometimes support for ADFS is a little lacking. Reasons for choosing Etrieve Many, many more features included for the price at the time, even with the add-ons like Form Integration, eDelivery, DoceView, RemoteScan (Thin Scan), and AutoLaunch the price was much more affordable than one module of Image Now. Also, at the time, customer service was excellent. Read More RO Reyn O. Verified reviewer Higher Education 501-1000 employees Used weekly for more than 2 years Review source Reviewed February 2022 Etrieve Review 4 Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 3 Functionality Pros: The platform allows documents to be easily shared, while maintaining proper security in the event of an accidental overshare. Filing capabilities are easy and intuitive in Content with a simplified folder structure. Forms are easy to complete and routed through workflows Cons: There are some inconsistencies in button configurations on the admin side. For example, the save button is not found in all forms. Reasons for choosing Etrieve Community feedback, clean interface, and contract. Reasons for switching to Etrieve Nolij Web was going EOL Read More KJ Kyle J. Verified reviewer Higher Education 51-200 employees Used daily for more than 2 years Review source Reviewed May 2022 Highly configurable and extremely intuitive 5 This system has fulfilled several business needs, and provided flexibility and efficiency in many areas of the college. Students and employees are able to access etrieve from anywhere. This allows students to complete forms on their own time, without having to take time out to go to an office and fill out paperwork. The flexibility helps serve students, and we generally observe that it allows staff to process things more quickly. It also allows to staff and faculty to work remotely if needed. Additionally, we see that data entry is generally more efficient using the etrieve forms because we can require certain items and mask certain inputs, so they are entered into systems uniformly. Also, forms are automatically placed in the correct folders after the workflow has ended. this reduces the time taken by staff to scan and file each form individually. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Our institution has been using Softdocs Etrieve since we migrated from another system in 2018. We really started seeing the benefits of the product after implementing forms and workflows because they are so highly configurable. We have created more than 120 forms, for nearly every department in the institution. We use a combination of HTML, JavaScript, and CSS create the majority of our forms, and many of them are integrated with SQL databases. We rarely encounter limitation that cannot be resolved or worked around. The forms seem to have provided a lot of support to process efficiency, and end-user feedback is generally very positive. Cons: A relatively high degree of technical skill is necessary in order to build highly integrated forms processes. However, the system does include a very user-friendly form builder that allows users to construct forms without any experience with HTML. Also, since our institution has implemented a large number of forms, we have come across an issue being able to structure them in a way that is simple for users to find what they need. However, this is an issue that could be worked around. Reasons for choosing Etrieve Product flexibilities and capabilities. Reasons for switching to Etrieve The product was no longer supported, so we needed to migrate. Read More AB Andreas B. Verified reviewer Education Management 501-1000 employees Used daily for more than 2 years Review source Reviewed May 2022 Continuous improvement and engagement by Softdocs makes Etrieve a great product 5 We are working on rolling out this solution to more and more departments, and use it in its imaging capability first and foremost. We are also successfully bringing up more and more forms and workflows, adding nice levels of automation to previously manual processes. Ratings Breakdown 5 Ease of use 5 Customer support 4 Functionality Pros: All the features that we are using work well for us, document imaging, document storage and management, workflows and forms, and the design interfaces for both of those. I really like the company behind the software. Softdocs has a big ear for the customer voice, and requests and suggestions are taken seriously. They find their way into the product in one way or the other. Their support has been wonderful as well. The iterative improvements that come our way are great, and continue to make a great software even better. Cons: Softdocs is caught between selling the product to people who work with it on their own, and selling consulting services to do everything from implementation to workflow and forms design, etc. Perhaps because of this dichotomy, advanced aspects of forms and workflow design and implementation are not well documented, and diminish the otherwise great experience. Reasons for switching to Etrieve When compared, Etrieve was superior in just about every aspect, and the company was hungry. Read More JC Julie C. Verified reviewer Education Management 51-200 employees Used daily for more than 2 years Review source Reviewed February 2022 Etrieve has been a game changer! 5 Overall my experience has been wonderful. There have been a few bumps in the road but SoftDocs has always made things right. I have recommended Etrieve to many Community Colleges and will continue to do so. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love almost everything about Etrieve, especially the ability to customize forms and workflows. SoftDocs Tech/Customer Support is amazing. I appreciate SoftDocs listening to their customer and adding features that have been requested. Initially, we purchased Etrieve for Student Services, soon it will be in almost every department on campus. Cons: We need to upgrade our authentication software in order to eliminate the primary issue we are having with duplicate accounts being created when there is a name change. I wish there was the ability to merge accounts together, especially with the ability to authenticate with multiple accounts. I wish they would also bring back time banks instead of phasing them out for subscription tech support. Reasons for choosing Etrieve We choose Etrieve because of the functionality of having Forms, Flow and Content all work together and the ability to customize the product. The "look and feel" was also highly rated by all committee members reviewing the products. I am very happy with our decision. Read More KW Kendra W. Verified reviewer Financial Services 1001-5000 employees Used daily for more than 2 years Review source Reviewed February 2022 LCSD Etrieve Review 4 We were already a Softdocs customer so we knew the value of the product we were receiving. Our migration team, led by \[SENSITIVE CONTENT\] was very easy to work with and patient with our numerous questions and odd workflow scenarios we wanted to implement. We were able to conduct onsite end user training over the course of several days which was very valuable to our implementation. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: As an administrator, I use Content, Central and Security frequently. We have multiple areas in Content where we scan and store documents. It is so helpful to have them right at our fingertips and quickly accessible from the office or when we have to work remotely. We were able to create multiple RPO workflows in Central that afforded us the opportunity to obtain approvals that were not possible through Softdocs legacy product. The workflow monitor has been extremely helpful to move packages to new users or a different step in the workflow as needed. Adding and managing users in Security is very user friendly. We use Google SSO for our users so signing in to Etrieve Central (Employee Self Service) is super quick and easy. Cons: We miss the ability to scan a page in front of a document instead of it automatically scanning to the end of that document. We also miss the ability to sort the documents in a Content inbox by the user who scanned the document. Reasons for choosing Etrieve Etrieve was a better fit for our organization's needs. We've been a Softdocs customer since 2012 when we began using your legacy product and we were introduced to Etrieve several years prior to our migration when we attended a Bridge Conference. Read More CL Catherine L. Verified reviewer Higher Education 201-500 employees Used daily for more than 2 years Review source Reviewed March 2022 Etrieve is a Smart ECM Choice 5 Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: Etrieve provides all the benefits of an electronic content management system while still allowing customization so that we can develop the software to meet our specific and unique needs. End users have high praise and find it easy to use. Our integrations allow us to make "smart" forms that minimize errors and provide a smooth experience. Cons: Field security in forms is still a concern. ADA compliance is in progress, but not up to California standards. Communication is lacking on how to implement new features. Read More Showing 1 - 10 of 26 Reviews [See All Reviews](https://www.softwareadvice.com/forms-automation/etrieve-profile/reviews/) ## Other Top Recommended Content Management Software [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) **4.5** (141) Recently recommended **13** times [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (967) Recently recommended **12** times [Klyck](https://www.softwareadvice.com/business-plan/klyck-profile/) **4.9** (29) Recently recommended **12** times [DocStar ECM](https://www.softwareadvice.com/cms/docstar-dms-profile/) **4.0** (97) Recently recommended **11** times Stuck Between Options? 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