Best Document Management Software for Cognito Forms
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Compare the Top Document Management Software that integrates with Cognito Forms as of July 2025
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This a list of Document Management software that integrates with Cognito Forms. Use the filters on the left to add additional filters for products that have integrations with Cognito Forms. View the products that work with Cognito Forms in the table below.
What is Document Management Software for Cognito Forms?
Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Document Management software for Cognito Forms currently available using the table below. This list is updated regularly.
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1
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
2
Microsoft 365
Microsoft
Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for youStarting Price: $5 per user per month -
3
Dropbox
Dropbox
Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.Starting Price: $12.50 per month per user -
4
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
5
Box
Box
Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIsStarting Price: $5 per month -
6
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
7
Smartsheet
Smartsheet.com
Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.Starting Price: $14.00/month/user -
8
Microsoft Excel
Microsoft
Excel learns your patterns, organizing your data to save you time. Easily create spreadsheets from templates or on your own and use modern formulas to perform calculations. New charts and graphs help you present your data in compelling ways, with formatting, sparklines, and tables to better understand your data. Easily create forecasts to predict trends with just a click. Share your workbook with others and always work on the latest version for real-time collaboration to help get work done faster. With Office 365, work within an Excel file from the mobile or desktop app, and the web. You now can add data to Excel directly from a photo. Using the Excel app, just take a picture of a printed data table on your Android or iPhone device and automatically convert the picture into a fully editable table in Excel. This new image recognition functionality eliminates the need to manually enter hardcopy data.Starting Price: $8.25 per user per month -
9
Google Docs
Google
With Google Docs, you can write, edit, and collaborate wherever you are. For Free. Google Docs brings your documents to life with smart editing and styling tools to help you easily format text and paragraphs. Choose from hundreds of fonts, add links, images, and drawings. All for free. Choose from a wide variety of resumes, reports, and other pre-made documents — all designed to make your work that much better, and your life that much easier. Access, create, and edit your documents wherever you go — from your phone, tablet, or computer — even when there's no connection. All your changes are automatically saved as you type. You can even use revision history to see old versions of the same document, sorted by date and who made the change. -
10
Dropbox Sign
Dropbox
eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.Starting Price: $20 per month -
11
SignRequest
SignRequest
For professionals who want to save time. Sign yourself or get documents signed Easy, secure, legally binding and free. Learn how to e-sign in no time with our tutorial videos. Discover the digital signature solution that is trusted by 300,000 users worldwide. Upload, sign, and send your document in 3 easy steps. This is how to sign a contract online. With the SignRequest for Google integration, you easily sign Google Docs and digitally sign from Gmail. Safely store all your documents in one place. Track what still needs to be done with notifications and send reminders. Determine the order of signing, the authorization method, and add an extra layer of security. Go for a professional look by adding your own branding to the whole e-signing flow. Your signers will easily recognize you. This is how to send the same contract to a large number of signers and have each sign their own copy.Starting Price: $7.00 per user per month -
12
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
13
Filestack
Filestack
Filestack revolutionizes content management with its powerful, easy-to-use API, offering developers a comprehensive solution for file and media handling. As the #1 developer service for uploads, it enables seamless content ingestion from any source, including web, mobile, and cloud storage. Filestack's intelligent processing capabilities transform, convert, and optimize files on-the-fly, while its high-performance CDN ensures lightning-fast, secure delivery of responsive content. With features like an embeddable viewer for in-app display and flexible storage options, Filestack streamlines the entire content workflow, from upload to delivery, empowering developers to create superior user experiences efficiently.Starting Price: $69 per month -
14
Process Street
Process Street
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.Starting Price: $25/month/user -
15
Formstack Documents
Formstack
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.Starting Price: $29 per month
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