Optix 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Optix

4.9

(15)

Pricing

Starting at $276.00 per month

About Optix

Optix document management and workflow solutions transform organizations from a jumbled, disorganized shared folder to a structured data repository with an easy and organized way to retrieve the file you need when you need it. Flexible solutions and product offerings with Optix allow companies spanning the Fortune 500, SMBs, and federal, state and local governments to create streamlined processes that integrate through every department. Optix allows users to find files faster, reduce tedious tasks and errors, and improve efficiency. Offering on-premises and cloud-hosted solutions that integrate with other business applications, Optix can run on macOS, Windows, Linux and much more.

Optix Screenshots

Optix Pricing and Plans

Starting price: $276.00 per month

Free Trial

Free Version

Basic

$276.00

per user, per month

No plan information available

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Optix 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 Optix
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Audit Trail
Commenting/Notes
Compliance Management
Configurable Workflow
Content Library
Content Management
Customizable Branding
Customizable Forms
Customizable Templates
Data Capture and Transfer
Data Import/Export
Digital Asset Management
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Drag & Drop
Email Management
File Management
File Recovery
Filtering
Forms Management
Full Text Search
Image Editing
Indexing
Information Governance
Metadata Extraction
Metadata Management
Mobile Access
Optical Character Recognition
Reporting/Analytics
Reporting & Statistics
Search/Filter
Secure Data Storage
Tagging
Task Management
Template Management
Workflow Management

Optix Integrations

SAP Business One

Salesforce Sales Cloud

Optix User Reviews

Overall Rating

4.9

Ratings Breakdown

93%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.9

Tiffany T.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Reviewed April 2019

Great product and an absolutely amazing team to work with!

Through implementation of Optix we now have full visibility into our pipelines along with easy in-depth reporting. The customer service team is also wonderful to work with, consistently going above and beyond with any requests we submit to them.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The workflows we have implemented using Optix have vastly improved our productivity and processes. Providing both a paperless workflow along with document storage that enables the entire organization to access detailed donor information at the click of a button.

Cons:

None so far. The Optix team is highly skilled at helping to figure out custom solutions whenever needed.

Laura C.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for more than 2 years

Review source

Reviewed April 2025

Good system

Overall a great system. A lot better than other optical systems. Have been using it for 8 years

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User interface. Has a lot of useful features

Cons:

Sometimes certain things are laggy. Eg when you open basket

Reasons for switching to Optix

Wasn’t called focus x just focus but can’t find it.

Verified

Reviewer

Media Production

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2026

I love using Optix Software

Overall I love using this tool. It allows me to manage all my administrative needs easily & professionally

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

it is great value for money and it is easy to use with great customer support when issues arise. Editing documents is easy

Cons:

there is nothing really only a small challenge uploading files, but once you figure it out it is super easy

Peter O.

Verified reviewer

Transportation/ Trucking/ Railroad

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

Very reliable product and great customer service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Having worked with the product for over 15yrs, I have been quite pleased with it's stability and reliability.

Cons:

I will like for a more user friendly admin UI for administrative functions.

Russell M.

Verified reviewer

Chemicals

201-500 employees

Used daily for less than 2 years

Review source

Reviewed October 2024

Great company and product

My overall experience is very positive. Regardless of the interface being something for users to get used to they ultimately really like what it provides. Again, the staff is a great help when you have questions and/or need to add new things which may be complex in nature.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexibility and support. The product is a platform with a lot that you can add or program into it. It does quite a bit more than just "Document Management". We use it for a lot of Project Management. The support staff is very knowledgeable and quick to help as well which is invaluable.

Cons:

The interface could be more intuitive. To the average user it feels a bit "techie" with a learning of the terminology used in the Workstation as well as getting used to the look and feel. However, this doesn't take long to get past.

Reasons for choosing Optix

Looked very complete and full-featured. We demo'd against others using a small team at our company and this is what we collectively decided on.

John D.

Verified reviewer

Education Management

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Optix is an outstanding choice for Document Imaging

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We've used Optix for almost 30 years, migrating from the original Macintosh IIci (!) system that we originally deployed it on through a Solaris Server and finally to the most recent modern macOS hardware. Through all that time, both the server and client have been rock-solid, and backed up by similarly rock-solid technical support and professional services. We've saved a tremendous amount of hard and soft costs over the years with Optix versus the usual and more well-known industry players, and have been extremely pleased with our use of it. I've had occasion to interact with other document imaging systems in other organizations from time to time and have come back happy that we've been with Optix for its flexibility, low cost and outstanding support.

Cons:

The UI tools for management of the system are dated and in need of an update, which I believe the company is working on.

Konrad S.

Verified reviewer

Food Production

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed May 2020

Optix Partnership

The Optix solution has been a stable fixture in our AP department for 7 years now. The solution has continued to improve our efficiencies at processing invoices and has allowed us to defer adding headcount as the AP function workload grows with our business. Optix is considered a mission critical business solution for our company AP processing work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Optix has a comprehensive set of features that provides for a broad combination of solutions. We purchased it for document imaging and complex OCR tasks for our AP processing, but it includes a full document management system as well as a modular workflow engine. The solution has been a stable fixture in our AP department for 7 years now and simply works as advertised. The Mindwrap Team has been a valued business partner for us. They believe in their product and develop continuous improvements in the software functionality. Technical support is always top notch and has a personal approach.

Cons:

We made the Optix decision after a very exhaustive search for an affordable OCR imaging solution. My only complaint would be that at that time it was not easy to find among some of the better known and more expensive options.

Verified

Reviewer

Computer Software

10000+ employees

Used daily for less than 2 years

Review source

Reviewed March 2023

Optix review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Best document management tool in the market that i have worked on

Cons:

Compared to other management tools optix should improve its features

Kathryn Z.

Verified reviewer

Transportation/ Trucking/ Railroad

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Great Product and Exceptional Service

Optix is a great system to store and organize agreements, as well as document important aspects of the agreement. The system allows for easy searches and extremely quick document retrievals.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Optix is an extremely user friendly system that allows you to create forms for tracking specific contract information and provides quick retrieval of needed documents. Customer service is exceptional - they will walk you through any issues encountered with quick resolution.

Cons:

I have encountered very few issues for the almost 15 years that I have been using Optix. Any issues encountered have been quickly resolved.

Joe V.

Verified reviewer

Aviation & Aerospace

201-500 employees

Used daily for more than 2 years

Review source

Reviewed December 2019

Great Product and Company

We're using the Optix product to store and retrieve material and other certifications that are used in product manufacturing. It used to take us an average of 3 hours to manually dig up the paperwork required for customer certification. By utilizing the Optix product, that process is down to 3 minutes. This is a real time-saver for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software requires no ongoing maintenance. We just set it up and let it run itself. We don't have to think about it.

Cons:

The workflow product is a bit cumbersome (but their tech support is very helpful).

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Optix 2026: Benefits, Features & Pricing

Overview

About Optix

Optix Screenshots

Optix Pricing and Plans

Optix Features

Optix Integrations

Optix User Reviews

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