EffiDocX 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- User Reviews
Overview
No reviews yet
Pricing
Starting at $200.00 per year
About EffiDocX
EffiDocX is a versatile enterprise content management (ECM) solution designed to streamline document handling. It enables teams to consolidate both paper and digital content into a centralized, searchable repository, organizing documents with metadata for efficient retrieval and ensuring sensitive information is protected with robust access controls.
EffiDocX lets managers centralize all documents to manage and retrieve information. Advanced search capabilities allow users to find records instantly by keyword, date, or other filters, reducing reliance on physical storage. Documents are organized with metadata tags, providing additional context and facilitating efficient searches. Tags can include information such as document type, author, and date of creation, enhancing the ability to categorize and locate documents.
The access controls functionality ensure that sensitive information is protected. Permissions can be set to restrict access to certain documents, ensuring that only authorized personnel can view or edit files, maintaining confidentiality and security. EffiDocX includes a workflow automation tools to streamline processes such as document approvals and onboarding.
Eff...
iDocX integrates advanced AI capabilities, including chatting with a document using natural language queries, generating concise summaries, automatically categorizing documents based on content, and extracting essential information such as dates, names, and amounts. AI-based search capabilities understand context and provide accurate results. Additionally, EffiDocX offers APIs and integration capabilities, allowing connectivity with various systems such as loan origination systems (LOS), enterprise resource planning (ERP) systems, and other business applications. The integration streamlines operations, ensures real-time data synchronization, and enhances overall functionality.EffiDocX Screenshots

EffiDocX Pricing and Plans
EffiDocX PRO – SaaS Pricing Plan
$300.00
No plan information available
EffiDocX PLUS – SaaS Pricing Plan
$250.00
No plan information available
EffiDocX LITE – SaaS Pricing Plan
$200.00
No plan information available
EffiDocX Pro – On-Premise Model
$300.00
No plan information available
EffiDocX Plus - On-Premise
$250.00
No plan information available
Discovery to Go-Live (One-Time Services)
$500.00
No plan information available

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EffiDocX Features
- Popular features found in Enterprise Content ManagementAccess Controls/PermissionsApproval Process ControlArchiving & RetentionContent ManagementDigital Asset ManagementElectronic SignatureFull Text SearchInformation GovernanceSecure Data StorageSingle Sign OnVersion ControlWorkflow Management
- More features of EffiDocXAccess Expiration ManagementActivity DashboardActivity TrackingAlerts/NotificationsAnnotationsAPIAudit TrailBusiness Process AutomationCollaboration ToolsCommenting/NotesCompliance ManagementCompliance TrackingConfigurable WorkflowContent Publishing OptionsCustomizable BrandingCustomizable DashboardCustomizable FieldsCustomizable FormsCustomizable ReportsCustomizable TemplatesData Capture and TransferData Import/ExportDocument AutomationDocument CaptureDocument ClassificationDocument EditingDocument GenerationDocument ManagementDocument ReviewDocument StorageDrag & DropElectronic FormsEmail ManagementFile ConversionFile ManagementFile RecoveryFile SharingFilteringForms ManagementGenerative AIGraphical Workflow EditorIndexingMetadata ExtractionMetadata ManagementMobile AccessMulti-LanguageOptical Character RecognitionProject WorkflowReal-Time DataReporting/AnalyticsReporting & StatisticsRole-Based PermissionsRules-Based WorkflowSearch/FilterSSL SecurityTaggingTask ManagementTemplate ManagementThird-Party IntegrationsVideo SupportWorkflow Configuration
EffiDocX User Reviews
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Ratings Breakdown
- Ease of use
- Value for money
- Customer support
- Functionality
Pricing
Starting at $200.00 per year
Ratings Breakdown
- 4.16Ease of use
- 4.19Value for money
- 4.33Customer support
- 4.30Functionality
Pricing
Starting at $10.00 per month
Ratings Breakdown
- 4.24Ease of use
- 4.30Value for money
- 4.24Customer support
- 4.36Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.27Ease of use
- 4.27Value for money
- 4.42Customer support
- 4.36Functionality
Pricing
Starting at $50.00 per month
Ratings Breakdown
- 4.25Ease of use
- 4.24Value for money
- 4.39Customer support
- 4.17Functionality
Pricing
Starting at $75.00 per month
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