Best Document Management Software for Make
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Compare the Top Document Management Software that integrates with Make as of July 2026
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This a list of Document Management software that integrates with Make. Use the filters on the left to add additional filters for products that have integrations with Make. View the products that work with Make in the table below.
What is Document Management Software for Make?
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 Make 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
Google Workspace
Google
Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save Now" above!Starting Price: $7/user/month -
3
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
4
Docmosis
Docmosis Pty Ltd
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.Starting Price: $49.00/month -
5
Microsoft 365
Microsoft
Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.Starting Price: $9.99/month -
6
DocuGenerate
DocuGenerate
Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.Starting Price: $19 per month -
7
WaiverFile
WaiverFile
WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.Starting Price: $15.00/month -
8
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 -
9
monday AI work platform
monday.com
monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.Starting Price: $39/month for 5 users -
10
Box
Box
Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.Starting Price: $5 per month -
11
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 -
12
Notion
Notion Labs
Notion is a highly versatile and collaborative workspace designed to help individuals and teams manage documents, wikis, projects, and tasks efficiently. It offers a wide array of features like customizable views for workflows, project tracking, and document creation, all within a single platform. Notion allows users to create a shared knowledge base, organize notes, and collaborate seamlessly on content creation. Additionally, its built-in AI assistance features help users summarize, write, and instantly search for relevant content, significantly enhancing productivity. The platform integrates effortlessly with other popular apps such as Slack, Google Drive, and Trello, providing a seamless experience for teams looking for an all-in-one platform to manage their projects, goals, and knowledge in an organized, collaborative environment.Starting Price: $12/user/month -
13
ShareFile
Progress Software
Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clientsStarting Price: $50 per month -
14
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.Starting Price: $8.25 per user per month -
15
Google Docs
Google
Google Docs is an AI-powered online document platform designed to help individuals and teams create, edit, and collaborate on content in real time. The platform includes Gemini AI features that assist users with drafting documents, organizing ideas, refining writing styles, and generating polished content using simple prompts. Google Docs offers collaborative tools such as live editing, comments, version history, document sharing controls, and integrated video meetings to help teams work together efficiently from any location. Users can streamline workflows with templates, smart building blocks, electronic signatures, meeting notes integration, and reusable content snippets for faster document creation. The platform also supports importing and editing popular file formats including Microsoft Word documents and PDFs while maintaining collaborative editing capabilities. -
16
Microsoft Word
Microsoft
Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.Starting Price: $9.99 per month -
17
Google Sheets
Google
Google Sheets is an AI-powered online spreadsheet platform designed to help individuals and teams organize, analyze, and visualize data collaboratively. The platform includes Gemini AI features that allow users to create formulas, generate trackers, analyze datasets, and build data visualizations using simple text prompts. Google Sheets supports real-time collaboration with live co-editing, comments, version history, and customizable sharing controls that help teams work together from any location. Users can streamline workflows with smart tables, pre-built templates, Connected Sheets for BigQuery and Looker data, and integrations with third-party applications such as Salesforce, Intuit, and Asana. The platform also enhances Microsoft Excel files by adding collaborative editing, intelligent suggestions, and task management capabilities directly within spreadsheets. -
18
Zoho Sign
Zoho
Recognized by top-industry analysts and peer-to-peer review websites. Securely sign, send, and manage your documents from anywhere with Zoho Sign. Digitally sign documents yourself and email the signed copies to others, get documents signed on the spot, or send documents to request signatures. Zoho Sign offers military-grade encryption and ensures the highest level of data security. It complies with the most current e-signature laws: ESIGN and eIDAS. Define the signing order when sending a document to multiple recipients, and control how they receive and sign your documents. Track every step of the document signing process with our comprehensive audit trail. Receive instant alerts and notifications on the status of each document. Create personalized templates once and use them forever, saving your time and effort. Incorporate your brand image across your documents, with customized logos and emails.Starting Price: $10 per month -
19
PDF Generator API
Actual Reports
PDF Generator API allows you easily generate PDF documents from pre-defined PDF templates with JSON data. Enable your users to create PDFs and manage their document templates using a browser-based drag-and-drop PDF editor to reduce development and support costs. We provide a workspace logic that allows creating a separate workspace for each of your users where they can store and manage document templates. A new workspace is automatically created whenever you make API requests with a new workspace identifier. You can write mathematical and logical expressions to manipulate and customize values displayed in components. Use ternary, arithmetic, bitwise and comparison operators, and functions to sum, join and iterate arrays. You can use different components like Text, Table and Barcode and define the formatting for number and date values. It is possible to group, filter and sort lists and tables without a need to modify the data set on the software application side.Starting Price: $29 per month -
20
Coda
Superhuman
Coda is a low-code platform for building enterprise applications. Coda is a new canvas that blends tables and text together — a unified workspace your team will never outgrow. It can be a simple list or a bona fide database. With customizable views, everyone gets to visualize the data how they want, while working off of a single source of truth. By adding building blocks like buttons and Packs, your doc can do useful things like email your timesheet, or nudge your coworker on Slack. When you pull it up on your phone, the building blocks rearrange to feel like a native app. Buttons become swipe actions. Sections become your nav. And notifications push to your phone. -
21
Eden AI
Eden AI
Eden AI simplifies the use and deployment of AI technologies by providing a unique API connected to the best AI engines. Your time is precious: we take care of providing you with the AI engine best suited to your project and your data. No need to wait for weeks to change your AI engine. You can do it for free in a few seconds. We make sure to get you the cheapest provider while ensuring equal performance.Starting Price: $29/month/user -
22
Retable
Retable
Retable is an innovative online hybrid spreadsheet and database software that streamlines data organization and collaboration. Whether you are running a small business, a large organization, or an NGO, Retable is the ideal solution for managing all your personal, business, functional, and technical information in one place. With Retable, you can work in a holistic and synchronized fashion, with all your data in one online spreadsheet. This makes it easy to coordinate, evaluate, generate, schedule, and build, all within one platform. Retable's user-friendly interface makes it suitable for small and large businesses, as well as organizations that rely on collaborative working practices. Try Retable today and experience the convenience of having all your data in one easy-to-use platform.Starting Price: $10/month -
23
Folderit DMS
Folderit
Folderit is a user-friendly, secure, and affordable document management system built for teams that need more than just file storage. With OCR search, metadata, audit trails, version control, reminders, previews, workflows, e-signing, retention automation, and enterprise access control, Folderit helps organizations keep documents searchable, controlled, and audit-ready. It also supports API integrations, Office 365, SSO, eForms, and flexible deployment options including Single-Tenant and On-Premises.Starting Price: $50.00/month per team -
24
Formstack Documents
Intellistack
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 -
25
PDFMonkey
PDFMonkey
PDFMonkey is the solution to handle your PDF generation needs. Web technologies, a simple REST API, it's never been so easy to make beautiful documents. Stop wasting time! Save development time, no more PDF building code to write, no more configuration, no dependency hell. We handle all the complexity for you.Starting Price: €15 per month -
26
Bannerbear
Bannerbear
Bannerbear helps you auto-generate social media visuals, eCommerce banners, and more with our API and integrations. Create no-code automated workflows that take care of repetitive marketing tasks in the background. Add image and video generation capability to your app using our REST API or official libraries in Ruby, Node, and PHP. Generate images and videos using a range of integrations and plugins. Start a free trial with 30 API credits, no credit card is required. Create templates that match your brand with multiple layers, custom fonts, logos, and more. Bannerbear auto-resizes text when you generate images with long titles, product names, etc. Use optional AI to auto-detect faces in photos and position them correctly in your banners. A simple and RESTful API offers easy integration into your existing platform or apps. Choose to generate images asynchronously or on-the-fly depending on your needs. Invite team members to help with designing templates or setting up API integrations.Starting Price: $49 per month -
27
Rows
Rows
Connected to your business data. Delightful to share. Rows is how teams work with numbers and share their results. Feel at home with the formulas, shortcuts and familiar features that make spreadsheets great. Create eye-catching reports that fit elegantly into the spreadsheet and tell better stories with data. With a guided wizard where formulas are easy to use, even if you’re not a spreadsheet genius. Make your spreadsheets interactive with buttons, input fields and date pickers. Access the power of GPT-3 inside a spreadsheet. Use AI to create lists of data, answer questions, classify customer feedback, translate text and pretty much anything else you can imagine. Rows is the new home for spreadsheets: for work, your side-projects, or just for yourself. Collaborate in real-time when you need an extra pair of hands. Or let your team use what you’ve built at their own time.Starting Price: $59 per month -
28
eSignatures
eSignatures
eSignatures is a streamlined, mobile-first e-signature platform designed to simplify contract workflows with a pay-as-you-go model. Users can send responsive, mobile-optimized contracts via email or SMS, ensuring a seamless signing experience across devices. It supports bulk sending by allowing users to copy-paste signer lists from Excel, facilitating the efficient distribution of contracts to multiple recipients. Integration capabilities include a straightforward API and Zapier support, enabling automation and connectivity with thousands of applications. Custom branding options allow businesses to personalize signature requests and emails with their company logo and fonts, maintaining brand consistency throughout the signing process. eSignatures supports 24 languages.Starting Price: $0.49 per contract -
29
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
30
Docupilot
Flackon
Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.Starting Price: $29 per month
