DocTract 2026: Benefits, Features & Pricing

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Overview
User Interface
Popular Alternatives
Popular Comparisons
Pricing and Plans
Features
Integrations
User Reviews

Overview

DocTract

5.0

(46)

Pricing

Pricing available upon request

About DocTract

DocTract is a cloud-based policy management solution designed to support the creation, approval, tracking and distribution of organizational policies and procedures. It is used by organizations across various sectors, including healthcare, education, financial services, manufacturing, government, non-profits, construction, energy, retail, technology, transportation, entertainment, professional services, fire protection and law enforcement. The software is suitable for teams managing policy documentation and compliance needs.

The platform includes AI-powered features that enhance policy management workflows. These features include natural language search for quick access to policy information, automated document creation with customizable templates, tools for assessing policies against industry regulations and automated summaries of policy changes. An automated workflow engine manages tasks such as updates, approvals and periodic reviews. Advanced version control tracks edits and changes, maintaining a complete audit trail. Collaboration tools centralize team communication, document sharing and workflow coordination.

The tool includes features for attestation and training manageme...

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DocTract User Interface

Popular DocTract Alternatives

Main Product

DocTract

5.0

(46)

Ratings Breakdown

4.89Ease of use
4.91Value for money
4.98Customer support
4.74Functionality

Pricing

Available upon request

Get Price

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DocTract Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pricing available upon request

No plan information available

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DocTract Features

Popular features found in Document Control
Archiving & Retention
Change Management
Electronic Signature
Version Control
More features of DocTract
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Assessment Management
Attestation
Audit Management
Audit Trail
Autosave
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Configurable Workflow
Contact Management
Content Management
Customizable Branding
Customizable Templates
Data Import/Export
Digital Signature
Document Automation
Document Check-in/Check-out
Document Classification
Document Lifecycle Management
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Email Management
Environmental Compliance
FDA Compliance
File Management
File Sharing
For Higher Education
For Legal Professionals
Forms Management
Full Text Search
Indexing
Internal Controls Management
ISO Compliance
Lifecycle Management
Mobile Access
Monitoring
Multiple Format Support
Policy Creation
Policy Library
Policy Management
Policy Metadata Management
Policy Training
Real-Time Notifications
Real-Time Reporting
Reminders
Reporting/Analytics
Reporting & Statistics
Reviewer Portal
Revision History
Risk Management
Role-Based Permissions
Rules-Based Workflow
Sarbanes-Oxley Compliance
Search/Filter
Secure Data Storage
Self Assessment
Self Service Portal
Single Sign On
Status Tracking
Tagging
Task Management
Template Management
Third-Party Integrations
Training Management
Version Comparison
Version Rollback
Workflow Management

DocTract Integrations

Google Docs

Microsoft Entra ID

Okta

Microsoft 365

DocTract User Reviews

Overall Rating

5.0

Ratings Breakdown

96%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

5.0

Functionality

4.7

Verified

Reviewer

Public Safety

51-200 employees

Used daily for less than 6 months

Review source

Reviewed September 2023

DocTract

Customer service has been incredible. This is true from the initial contact and demo, through the implementation process, and finally to deployment. We were given easy and simple instructions all along the way which has made using DocTract very easy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

DocTract has been a pleasure to work with. The product really delivers everything that we were promised. It's refreshing to know that we can count on the platform to meet all of our needs.

Cons:

No improvements needed. We've used the platform and haven't found anything to improve. The learning curve is small since the platform is very intuitive to use.

Reasons for choosing DocTract

Full feature usability is present with Doctract.

Mary B.

Verified reviewer

Hospital & Health Care

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed September 2024

Great document management

Company contact is prompt and clear in correspondence.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent policy management with straightforward setup and usability. On the user side it is easy for employees to find what they need using keywords or organized labels. On the administrative side the team can collaborate, track revision changes and watch trends in user use.

Cons:

You cannot edit the revision number. Some minor edits such as spacing or a font change should have the option to keep the revision number the same.

Reasons for switching to DocTract

Better features. Accessibility for the end users.

Esther G.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed June 2024

Doctract as our Policy Management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pricing, the fact that we can do attestation, include some trainings produced by us.

Cons:

Its complexity on managing the status of the documents, and all the steps that need to be taken in order to modify a policy before the review date.

Tiffany M.

Verified reviewer

Hospitality

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2024

Why I'd recommend DocTract to any organized soul...

Honestly, I've never enjoyed working within a system more. Onboarding was foolproof, they walk you through setting up your business step by step. Their team is super helpful and knowledgeable. The system is simple to navigate. 10/10.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy it is for my team to search for important documents and for me to be able to make changes to them. Also, I LOVE that their system keeps tabs on previous versions, so if we need to revisit how something was done in the past, we can easily locate that information.

Cons:

I wish the search tool was the same on the back end as it is on the front end!

Reasons for choosing DocTract

Trainual did not have the majority of the features my team needed. There was no customizability.

AJ G.

Verified reviewer

Financial Services

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed August 2024

Two thumbs up for Doctract

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Doctract has streamlined our Policy management program. The built-in integration with Office applications is extremely helpful and make policy review a breeze. The workflow capabilities have made our review and attestation process much more efficient.

Cons:

Nothing comes to mind here, it is very easy to use.

Reasons for switching to DocTract

Policy tech had less features and was more money.

Vincent T.

Verified reviewer

Transportation/ Trucking/ Railroad

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Simple and great document management application

Overall, we had a great experience setting up and using DocTract. The employees liked it, very small learning curve.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simple and straightforward to configure and implementation, great support team, and doc features are well designed to avoid complexity

Cons:

Unable to distribute documents granularly to specific roles, and lack of multilanguage translation built in

Ben A.

Verified reviewer

Retail

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

A must-have product for many.

Excellent overall, the onboarding process was very simple and interactive, support has been excellent since, and the product speaks for itself.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent user-friendly service, straightforward onboarding process, great client support, and strong reference material to refer to.

Cons:

Some 'easy wins' which would go a long way to improving the end-user and management experience, but overall still an excellent platform.

Paula B.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

A great tool for policies

I enjoy using DocTract, the support has been very helpful and useful when I would come across an issue.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very user friendly when add employees to the program. As well, as uploading policies to each department.

Cons:

When you have to transfer ownership of the documents. I still struggle to figure out the correct procedure.

Vincent M.

Verified reviewer

Public Safety

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed September 2025

A great tool for fire departments

My overall experience has been exceptional. The program is easy to use, and the customer support is great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service and support for DocTract is unmatched. From our department's initial adoption of the program through its launch and beyond, their team has been extremely patient and helpful.

Cons:

The initial setup was time consuming. I wouldn't necessarily say it was a con because the detail shows when you go live and is well worth the time invested.

Abby R.

Verified reviewer

Banking

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed September 2024

A clear choice for an elevated document management experience

Our financial institution was looking for a modern, easy to use, employee friendly policy environment to transform how our organization, views, uses and updates policy. DocTract became our partner to deliver this experience to our employees. From mapping requirements, training, implementation and launch DocTract has created a top notch experience, and they continue to be present and committed partners.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

From the first demonstration, DocTract provided an elevated experience for both administrators and employees and was the clear choice for customization and document management. In the ever-changing regulatory landscape, it is reassuring that our technology allows us to keep both our policies and supporting documents up to date and easy to use for our employees. A key feature for our institution is the audit trail, this allows an organization of our size follow and understand the policy changes, when they were made and by whom.

Cons:

Although we had some items on our wish list that weren’t necessarily available at the time of launch, DocTract has been open and amenable to our requests and suggestions and keeps us updated on any new developments.

Showing 1 - 10 of 46 Reviews

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