PolicyTech 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

PolicyTech

4.2

(28)

Pricing

Pricing available upon request

About PolicyTech

PolicyTech is a policy and procedure management solution from NAVEX that is suitable for all industries including healthcare, financial services, manufacturing, retail, government, energy and law enforcement.

PolicyTech offers tools for creating new documents, updating important policies due to regulation changes and managing automated workflows through writers, reviewers and approvers. PolicyTech integrates with Microsoft Word, enabling users to edit documents directly in the solution using a browser-based interface.

Once approved, policies are delivered directly to employees with automatic attestation tracking. The solution allows employees to access necessary documents on any mobile or tablet device with search access. Should any potential issues arise, audit-ready reporting provides insight into who has viewed the documents, which versions have they attested to having read and what score they attained on the optional quizzes created for comprehension.

PolicyTech Screenshots

PolicyTech Pricing and Plans

Starting price: $100.00

Free Trial

Free Version

Basic

$100.00

No plan information available

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PolicyTech Features

Popular features found in Compliance
Access Controls/Permissions
Archiving & Retention
Audit Trail
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Monitoring
Regulatory Reporting
Risk Management
Training Management
Version Control
More features of PolicyTech
Activity Dashboard
Approval Process Control
Attestation
Audit Management
Collaboration Tools
Compliance Management
Compliance Tracking
Environmental Compliance
FDA Compliance
HIPAA Compliant
ISO Compliance
Lifecycle Management
OSHA Compliance
Policy Creation
Policy Library
Policy Management
Policy Training
Reporting/Analytics
Sarbanes-Oxley Compliance
Workflow Management

PolicyTech Integrations

Microsoft SharePoint

Microsoft Word

PolicyTech User Reviews

Overall Rating

4.2

Ratings Breakdown

46%

39%

Secondary Ratings

Ease of Use

4.1

Value for money

3.5

Customer support

4.2

Functionality

3.7

Kelsey S.

Verified reviewer

Hospital & Health Care

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2018

Gets the Job Done

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I wouldn't say policytech is the top notch software to house your policies, but it definitely gets the job done. It serves its purpose for our company and it is easy to run reports to see who has not completed their assignments.

Cons:

Only complaint would be that I wish it had more features instead of just hosing our corporate policies.

Stacey S.

Verified reviewer

Banking

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed November 2024

Streamlined Compliance and Policy Management

Overall, the experience has been positive with effective policy management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is a centralized repository with automated workflows, improved compliance management, provides audit trails and provides reporting and analytics.

Cons:

The cost, ongoing maintenance and customization limitations.

James B.

Verified reviewer

Transportation/ Trucking/ Railroad

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

No working with Safari

Complete frustration

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Was working beautifully until recent changes. Now it’s horrible

Cons:

No longer compatible with Safari. Chrome doesn’t safe information for both Logins. Having to repeatedly type in my credentials is unacceptable

Verified

Reviewer

Hospital & Health Care

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Decent Policy Control Functionality

Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

This product has decent policy control functionality - with some areas that could use improvement. When used as intended, it has good policy/procedure control and predictability. There needs to be some finessing of steps to get the final product to the end user for approval without so many interactions with others. Greater mid-level control, not so much administrative control.

Cons:

When a procedure is "in progress" it is very difficult to determine who has the procedure, what has been done to it, and in which step it is. It takes a decent amount of searching to determine where everything is, in what stage, and what has been done to it. I feel like the foundation of this product needs a functionality upgrade to assist with the hundreds of procedures we need to track and keep up to date. I should be able to determine, at any time, exactly how many procedures are in which state of modification. End users do not like being hit with individual email notifications of the need to go approve final policies - functionality needs to exist where we can notify end users of bulk approvals needed. This does not appear to exist, and we currently use an internal work-around, which is time consuming.

Dianne G.

Used unspecified for unspecified

Review source

Reviewed January 2012

P&P Software Review

I have recommended this company to all of the people who have been referred to me and will continue to do so as long as the product meets our needs and exceeds our expectations - which I foresee happening for a very long time. Scott Dixon in sales was wonderful to work with from the beginning and still maintains contact with us - usually once the sales dept. in a company makes the sale, they're gone. Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance!

Ratings Breakdown

Ease of use

Customer support

Pros:

Software extremely easy to work with; company frequently upgrades technology to expand features & increase ease of use; customer support is amazing - staff respond extremely fast with accurate solutions, friendly/helpful attitude & concerned follow-up; policy review reminders help us maintain up-to-date policies for general hospital operations as well as safe/efficient patient care; email feature ensures staff awareness of & compliance with new/revised policies; there are several efficient ways to search for policies - by department, by alphabetical title listing, by their status (e.g. Draft/In Review/In Approval/Approved/Archived) or by the general "Search" option, making it very easy to find policies; policy templates can be customized to the organization's preference; company took our status as a small rural hospital under consideration & worked with us to arrive at very affordable pricing; screen-sharing for trouble-shooting & learning the software so helpful!

Cons:

Have experienced various "glitches" in the sytem that neither our internal IT staff nor Policy Manager Support Staff can figure out - don't know whether it's stemming from the software or developing internally from our servers. These occurrences are not very frequent & do not render the software unusable, it's just somewhat of a nuisance.

Amanda F.

Used daily for more than 2 years

Review source

Reviewed February 2018

This has been a great document management software

Traceability of documents and ease of looking for previous version or changes that were made. As well as electronic approvals from required people.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the traceability this software has. You can see who has reviewed approved and rejected documents along with what was said for each step of the way. It is very nice for seeing who in our department has read a given document or what previous versions looked like or were linked to other documents. This has been great to be able to show our accreditation body.

Cons:

It can be cumbersome or clunky sometimes. As we are a large organization we have a lot of documents stored in this system as well as historical records of documents for at least 5 years.

Verified

Reviewer

Used monthly for more than 2 years

Review source

Reviewed May 2018

Easy Quick

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Love! The ability to use a single platform for document storage is fantastic. A big pet peeve of mine is usage of old outdated items that are in binders for years. This is a fantastic digital storage that we can change a document once and know it will be accessible for anyone. Also that we can filter out certain staff from certain items.

Cons:

I wish we could add tags to documents in a different way to make them more searchable. Sometimes a document can fit in to many different departments that need access. Also, training would be a nice feature to upgrade.

Jeanenne K.

Used unspecified for unspecified

Review source

Reviewed May 2012

PolicyTech Review

Great product that I would recommend to any company with multiple policies and procedures.

Ratings Breakdown

Ease of use

Customer support

Pros:

PolicyTech has great features and allows us to manage over 300 policies and procedures. We are also able to house staff meeting information and maintain a record of dates read per individual for their HR record.

Cons:

At times, the upgrades are a bit difficult to complete. Also we receive emails regarding downtime, which should only be sent to those companies PolicyTech is housing. This gets confusing when we receive them. Other than that the only negative in the software front is that the review months option has been hidden, which causes our company to miss this important step.

Verified

Reviewer

Consumer Goods

1001-5000 employees

Used other for less than 6 months

Review source

Reviewed April 2020

Good platform when you want to track compliance

Ratings Breakdown

Ease of use

Functionality

Pros:

Not much to say about PolicyTech, if you have a need to host policies/procedures, and want to ensure employees are reading/signing them, then it is a solid choice to go with. You can assign policies to employees, set due dates, and have the system deliver email notifications. You can also create forms, such as Conflict of Interest, which employees can use to submit free-text information.

Cons:

As a user, I have not run into any issues using PolicyTech, as it is a pretty straightforward platform. Admins may need to ensure they consider technological capabilities when requiring signatures or other form completions.

Verified

Reviewer

Hospital & Health Care

5001-10000 employees

Used weekly for less than 2 years

Review source

Reviewed May 2019

Zero developer support

I had to call back 3 times asking this basic question, "Do you support RESTful code" They sent me information that had NOTHING to do with my question.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing, it's a file system with workflows... any document management system could do this.

Cons:

They do not support any custom integration.... you can't write code to extract your own information!

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