Etrieve vs. Nintex Process Platform vs. UnForm Comparison


Etrieve Softdocs	Nintex Process Platform Nintex	UnForm Synergetic Data Systems, Inc.	+
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About Etrieve by Softdocs is a fully browser-based ECM solution that combines document management, electronic forms, and workflow components into one, scalable platform. Etrieve offers a fully-functional component-based architecture that is flexible to meet the needs of any school district or higher education institution. Available on-premises or as a fully cloud-based deployment, Etrieve truly provides next generation of paperless. Enhance the benefit of your current enterprise content management solution by deploying Etrieve as a complementary toolkit for e-forms and workflow automation. Supporting the creation of comprehensive digital records, Etrieve extends secure, anytime document access to your students and staff. Optimizing the experience of remote employees and distance learners, Etrieve streamlines and simplifies data collection processes.	About Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes.	About UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies searching for a solution to manage and improve their workflow	Audience Businesses searching for a powerful process intelligence and automation solution	Audience Companies of all sizes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $500/month Licensing Options: Hosted, Subscription or On-Premise Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.0 / 5 ease 4.0 / 5 features 4.0 / 5 design 5.0 / 5 support 4.0 / 5 Read all reviews	Reviews/Ratings Overall 4.2 / 5 ease 4.2 / 5 features 4.3 / 5 design 4.2 / 5 support 4.2 / 5 Read all reviews
	Pros & Cons from Real Users Pros Works within CRM to provide an effective signup solution. Reasonably priced and allows for acceptable bulk sendouts. It can literally do any Sharepoint automation we need with a gui and the ability to write scripts using JavaScript. It also can automate the sending of emails and create reports from the gathered Sharepoint data. Cons Customization of email that gets sent out desired. Could use more diversity in options, including multi signer being more intuitive. Pricy for a single user. I suggest if you are going to use this you should be a large company who can make full use of the subscription cost in all your automation needs and not just one of the five possible that we use since the ROI was not great in our use case. And it is an ongoing cost for automation when needs to be offset by a time savings somewhere.	Pros from Real Users Pros End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it. Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes. Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too. I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving. Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version. Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Softdocs Founded: 1998 United States www.softdocs.com/etrieve	Company Information Nintex Founded: 2006 United States www.nintex.com	Company Information Synergetic Data Systems, Inc. Founded: 1988 United States www.unform.com
Alternatives altaFlow airSlate	Alternatives Pipefy	Alternatives MarkMagic CYBRA Corporation
Mitratech TAP Workflow Automation Mitratech	Process Street	DocFlow Obiyen
Integrify	ELMA365	Knowvation PTFS
SimpliGov	altaFlow airSlate	altaFlow airSlate
Nintex Process Platform Nintex View All	Automation Anywhere View All	Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation View All
Categories Business Process Automation Supported Content Management Supported Document Management Supported Forms Automation Supported Workflow Automation Supported Workflow Management Supported	Categories Application Development Supported Business Process Automation Supported Business Process Management Supported Contract Management Supported Data Entry Supported Data Extraction Supported Data Quality Supported Digital Signature Supported Document Generation Supported Forms Automation Supported Legal Document Drafting Supported Low-Code Development Supported Mobile App Analytics Supported Process Mining Supported Productivity Supported Robotic Process Automation (RPA) Supported Workflow Automation Supported Workflow Management Supported	Categories Archiving Supported Business Process Automation Supported Business Process Management Supported Data Extraction Supported Document Collaboration Supported Document Control Supported Document Generation Supported Document Management Supported Document Version Control Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Print Management Supported Robotic Process Automation (RPA) Supported Workflow Management Supported
Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Not Supported Document Management Not Supported Forms Management Not Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported	Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Not Supported Version Control Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Supported Government Contracts Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Supported Version Control Supported Workflow Management Supported Data Entry Features Abbreviation Detection Supported Data Capture and Transfer Supported Data Cleansing Supported Data Entry Verification Supported Data Search Flexibility Supported Duplicate Detection Supported Flexible Search Supported Image Entry Supported Library Conversion Supported Mis-Keyed Variation Detection Supported Phonetic Variation Detection Not Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Data Quality Features Address Validation Supported Data Deduplication Supported Data Discovery Supported Data Profililng Supported Master Data Management Supported Match & Merge Supported Metadata Management Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Low-Code Development Features AI-Assisted Development Not Supported Business Process Automation Supported Collaborative Development Supported Data Aggregation and Publishing Supported Deployment Management Supported Drag & Drop Supported Integrations Management Supported Iteration Management Not Supported Performance Monitoring Supported Requirements Management Supported Templates Not Supported Visual Modeling Not Supported Web / Mobile App Development Not Supported Workflow Management Supported Mobile App Analytics Features A/B Testing Not Supported Channel Attribution Not Supported Cohort Analysis Not Supported Funnel Analysis Supported In-App Events Tracking Supported Push Notifications Supported Retention Tracking Not Supported Revenue Tracking Not Supported Uninstall Tracking Not Supported Productivity Features Collaboration Supported Database Creation Supported Document Creation Supported File Sharing Supported Notes Management Supported Office Suite Supported Presentation Tools Not Supported Project Management Supported Task Management Supported Team Chat Not Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported	Forms Automation Features Approval Process Control Not Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Archiving Features Access Control Supported Data Deduplication Supported Document Management Supported eDiscovery Not Supported Email Archiving Supported Multimedia Archiving Supported Retention Management Supported Storage Management Supported Version Control Supported Web Archiving Supported Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Document Collaboration Features Access Control / Permissions Supported Autosave Supported Chat / Messaging Not Supported Cloud Storage Supported Comments / Annotations Supported Edit / Change Tracking Not Supported Electronic Signature Supported Multiple File Formats Supported Pre-made Templates Supported Search Supported User Tagging Not Supported Version Control Not Supported Workflow / Approval Process Supported Document Control Features Archiving & Retention Supported Automated Routing Supported Change Management Not Supported Compliance Management Not Supported Electronic Signature Supported Escalation Management Supported Periodic Review Not Supported Version Control Not Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Not Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Not Supported Revision History Not Supported Version Comparison Not Supported Version Rollback Not Supported Electronic Data Capture Features Audit Trail Supported CRF Tracking Not Supported Data Entry Supported Data Verification Supported Distributed Capture Supported Document Imaging Supported Document Indexing Supported Forms Management Supported Remote Capture Supported Study Management Not Supported Enterprise Content Management (ECM) Features Archiving & Retention Supported Collaboration Tools Supported Content Lifecycle Management Supported Digital Asset Management Not Supported Document Management Supported Electronic Signature Supported Information Governance Not Supported Mobile Access Supported Search Supported Version Control Not Supported Workflow Management Supported Print Management Features Cost Tracking Supported Device Status Monitoring Supported Environmental Metrics Supported Guest Printing Supported Mobile Printing Supported Multi-Printer Support Supported Multiple Authentication Methods Supported Print Billing Supported Print Job Deletion Supported Print Job Routing Supported Print Quotas / Limits Supported Remote Printing Supported Reporting / Analytics Supported Secure Print Job Release Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Not Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported
Integrations Acumatica Cloud ERP Not Supported AddonSoftware Not Supported Adlib Not Supported Adobe Document Cloud Not Supported Beezy Not Supported BrightWork Not Supported Epicor Eclipse Not Supported Facebook Not Supported HubSpot Marketing Hub Not Supported Infor VISUAL Not Supported Microsoft Dynamics 365 Finance Not Supported Microsoft SharePoint Not Supported Oracle Fusion Cloud ERP Not Supported PBS™ Accounting Not Supported QAD Adaptive ERP Not Supported Salesforce Not Supported Salesforce Agentforce Service Not Supported ServiceNow Not Supported Shift Not Supported X (Twitter) Not Supported Show More Integrations View All 1 Integration	Integrations Acumatica Cloud ERP Not Supported AddonSoftware Not Supported Adlib Supported Adobe Document Cloud Supported Beezy Supported BrightWork Supported Epicor Eclipse Not Supported Facebook Supported HubSpot Marketing Hub Supported Infor VISUAL Not Supported Microsoft Dynamics 365 Finance Not Supported Microsoft SharePoint Supported Oracle Fusion Cloud ERP Not Supported PBS™ Accounting Not Supported QAD Adaptive ERP Not Supported Salesforce Supported Salesforce Agentforce Service Supported ServiceNow Supported Shift Supported X (Twitter) Supported Show More Integrations View All 46 Integrations	Integrations Acumatica Cloud ERP Supported AddonSoftware Supported Adlib Not Supported Adobe Document Cloud Not Supported Beezy Not Supported BrightWork Not Supported Epicor Eclipse Supported Facebook Not Supported HubSpot Marketing Hub Not Supported Infor VISUAL Supported Microsoft Dynamics 365 Finance Supported Microsoft SharePoint Not Supported Oracle Fusion Cloud ERP Supported PBS™ Accounting Supported QAD Adaptive ERP Supported Salesforce Not Supported Salesforce Agentforce Service Not Supported ServiceNow Not Supported Shift Not Supported X (Twitter) Not Supported Show More Integrations View All 17 Integrations
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