DocTract 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

DocTract

5.0

(46)

Pricing

Pricing available upon request

About DocTract

DocTract is the modern, intuitive choice for your cloud-based Policy Management and Training needs that can be rapidly deployed to all sizes and all types of organizations. All your workflow needs are built in from Collaboration to Approvals to Publishing to Periodic Reviews. Employees can sign-off on documents from a single click from their mobile device or workstation. Complete tests, view videos and find any Published document with full-text search. Easy. Quick. Accessible.

DocTract Screenshots

DocTract Pricing and Plans

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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

Elizabeth S.

Verified reviewer

Hospital & Health Care

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed August 2025

DocTract is a productivity game changer!

Overall, DocTract has been a true value add to our organization and especially to me. We used to manually track all policies/workflows and it was very easy for the maintenance of policies to fall through the cracks. Once the initial setup of your policies in the system is complete, DocTract truly does all of the heavy lifting for you. I've also had a fantastic experience with their customer service. They are fast, friendly and incredibly helpful. We are very happy with our decision to go with DocTract for our policy management needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

DocTract is extremely user friendly and the customer service is top notch! Our policies and workflows have never been more organized. It is so nice to be able to search the system at any given time, and quickly find the most updated policy. Not to mention, it allows you to require attestation on certain policies, which helps satisfy HR and HIPAA compliancy requirements.

Cons:

From a policy approval standpoint, I would like to see the ability for the approver of a policy to edit/change a policy and still be able to approve/publish the policy without having to go through the entire policy approval process again (drafts/collaboration/approval).

Reasons for choosing DocTract

Cost and functionality of product for users

Verified

Reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Sarnia-Lambton CAS

Overall we are extremely happy with DocTract. It has been such an easy tool to transfer our policy management to, and across the agency I have consistently received positive feedback which is what you want to hear when you introduce something new like this. We are also very appreciative of the team who worked with us. [sensitive content hidden] was very patient and a great support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We were previously using a policy program from the US that was very expensive, but similar to Doc Tract. We have found since changing over that it was easy because the two systems were quite similar, however Doc Tract has a far more advanced search ability for content in the policies, we've had amazing customer support through the process of setting up, training us, and a friendly check in on how we are doing. We were able to easily set up staff to use the system, train them with the tools we were provided and had everyone up and running within a 2 month span. Staff have expressed to us that they love it, they love that its accessible when they are out in the community and need to refer to a policy or procedure when providing service so this has truly been a win for us and given everyone's tight budgets this was totally affordable in comparison to what we were paying in the US.

Cons:

The only issue I have is that when you are transferring over your policies when you are setting the effective date of when they are created. So it automatically generates the renew date based on the duration you have it set. I understand there is an override section however, we had several policies that were past due and i was unable to set that date because it was in the past. I wish the date fields were a little more flexible for that. One more thing... When a policy goes to revise and you open it in word, i wish it would automatically track changes. I have a few 'owners' of the policies who constantly forget to trigger that and end up changing the whole document and not knowing what is new and what is old or revised unless i compare and highlight it myself. So just having it set to automatically open the draft document as tracking changes would be AMAZING!!

Reasons for switching to DocTract

It was a US company/Product and the cost was astronomical for a not for profit agency. They even gave us a special rate but it still was too expensive to keep and the pricing continued to go up drastically every year. We also had issues with the system it was crashing some of the desktops when using their Word Tool

Christopher C.

Verified reviewer

Hospital & Health Care

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed June 2024

"Clunky" at first, more than satisfied in the end!

Ratings Breakdown

Ease of use

Functionality

Pros:

DocTract is primarily used for the management of our agency policies, procedures, and plans and the workflow templates allow multiple groups within and affiliated with our office to provide collaboration and approval as needed. We also regularly use the training course/test features with specific policies/plans that must be reviewed by all personnel.

Cons:

I was not a part of the implementation team for our Agency but am the responsible party for maintaining it now. At first, it seemed very "clunky" having to manually assign multiple users to review, collaborate, and approve documents. The customer success lead and the support team have been super helpful in learning how to navigate through everything though.

Benjamin G.

Verified reviewer

Machinery

10000+ employees

Used monthly for less than 12 months

Review source

Reviewed June 2025

Administrator and user friendly document management system!

I had excellent help from [sensitive content hidden] who took me over the learning curve rather quickly and helped me align our workflows to our company's needs. I couldn't be more appreciative of the support!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I find that it offers many alternatives to the design of your workflows and processes in managing critical documents.

Cons:

Individual email notifications for documents. It would be more efficient, when large volumes of documents are involved, to have batch email notifications listing many documents.

Reasons for switching to DocTract

The manual system of updating file names and finding inconsistencies.

Jane R.

Verified reviewer

Medical Devices

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

DocTract has provided the control and oversight of our policy library.

Overall, we are extremely pleased with the decision to integrate DocTract into our operations. The combination of a user-friendly interface and efficient administrative features have made a significant positive impact on our workflow. We do feel that we are getting value for our money compared to other systems that we reviewed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

AtriCure, Inc., has been using DocTract for 1-2 years, and it has been a fantastic addition to our policy management program. Our internal customers have found the user interface incredibly easy to navigate, making their experience with the portal categories seamless and enjoyable. We especially appreciate the search function. Launching the international local language option for portal categories has facilitated our global operations. From an administrative perspective, DocTract has proven to be a breeze. The system is intuitive and user-friendly, which has significantly streamlined our processes. The automatic version control and reminder emails are particularly useful, ensuring that document reviews are timely and never forgotten. Moreover, DocTract's customer service has been outstanding, They are always available for a face-to-face meeting to help us walk through any questions or issues.

Cons:

Sometimes the written job aids did not address our specific needs, but we were always able to clarify our questions through direct calls with their customer support line.

Brooke W.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Amazing Platform with Endless Possibilities!

DocTract has been a great experience. From the amazing platform itself, to the best account representative's and great customer support. What more could you ask for?! It may appear to be difficult at first to a first time user, but after learning the system, possibilities just seem endless as to how you can utilize this platform and make it work for you.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The capabilities of this platform and the way it can be utilized, seems almost endless. Being able to place all of our policies, protocols and manuals in one location is such a convenience to all of our staff, from front office, to providers, all the way to administration. Having 10 office locations and almost 300 employees that can access everything in DocTract instead of having a huge paper trail from office to office is so efficient. Our account representative, [sensitive content hidden] is absolutely nothing short of amazing. [sensitive content hidden] was so patient and kind, well versed in knowing the platform that he represents and always willing to stay over our scheduled time if I had any questions or needed help. I honestly can't say enough good things about [sensitive content hidden], but what an asset he is to DocTract. Customer support goes above and beyond to make sure that you receive the help that you need and that you understand it.

Cons:

I honestly can't find anything negative to say. I don't think that I have found anything that I don't like yet.

Verified

Reviewer

Non-Profit Organization Management

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed August 2025

Easy to use platform with great support

Overall, a positive experience with comprehensive support from the initial information request throughout training and into account maintenance. The DocTract team is well-versed in the product and professional, while always being responsive to questions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A plug & play platform that makes policy management simple. We can personalize the layout, create attestation to confirm that employees have read the policies, version control and templates.

Cons:

The background setup can be a bit daunting, but the training sessions helped ensure that we were set up for success from the outset.

Mary Alice G.

Verified reviewer

Hospital & Health Care

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Streamlined Policy Management with Exceptional Support

DocTract has been invaluable for our compliance program—streamlining policy management with outstanding customer service. Our Customer Success Manager, [sensitive content hidden], is always accessible and incredibly supportive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I highly recommend the use of DocTract as an effective and reliable policy management system. We have consistently used it as a centralized platform for: 1. Creating, reviewing, distributing, and tracking policies with full version control (my favorite feature) 2. Assigning attestations and tracking to ensure staff accountability and compliance 3. Receiving automated reminders when documents are due for updates 4. Maintaining a complete audit trail 5. Enjoying a very user-friendly interface

Cons:

Not truly cons but noteworthy: 1. Learning Curve for Admins – Although staff-facing features are simple, our administrators faced a steeper learning curve and setting up advanced features has been tricky. 2. Notification Overload – Automated reminders are very helpful but, if not carefully managed, can overwhelm staff with too many emails.

Jaco D.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2025

Transformative Experience with DocTract

Working with DocTract has been a truly positive and transformative experience for our organization. From the outset, the platform has proven to be intuitive, reliable, and incredibly effective in streamlining our policy management and implementation processes. What once was a fragmented and time-consuming task is now centralized, automated, and easy to manage. The ability to track, update, and distribute policies seamlessly has significantly improved our compliance and internal communication. The support and collaboration with the DocTract team have also been outstanding. responsive, knowledgeable, and genuinely invested in our success. DocTract has been a game changer, and we highly recommend it to any organization looking to modernize and simplify their policy lifecycle management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Time saving Easy to use Innovative Simplistic Clear audit trail Clear roles and responsibilities Responsive

Cons:

There is nothing I do not like about DocTract. This is honnestly the best Policy Management System I have come accross in my 20+ years career.

Tammy E.

Verified reviewer

Hospital & Health Care

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Successful Full Year

DocTract has help up build a P&P repository by creating uniform templates for consistency, establish clear workflow for collaboration and approval, and automate annual review processes. In just one year, we successfully created and managed over 200 documents, all within a structured, easy-to-use system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy-to-use system that has helped up improve processes, reduce errors, and improve collaboration. The Binder feature has been especially helpful when specific policies need to be reviewed by outside committees and collaborators.

Cons:

The revision process and revision numbering assignment are very easy to use. However, having sub revisions to differentiate between major revisions (a change in process) and minor revisions (correcting a spelling error) could be beneficial.

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