Best Document Management Software for Microsoft Copilot
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Compare the Top Document Management Software that integrates with Microsoft Copilot as of December 2025
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This a list of Document Management software that integrates with Microsoft Copilot. Use the filters on the left to add additional filters for products that have integrations with Microsoft Copilot. View the products that work with Microsoft Copilot in the table below.
What is Document Management Software for Microsoft Copilot?
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 Microsoft Copilot currently available using the table below. This list is updated regularly.
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Expedience Software
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. -
2
Microsoft 365
Microsoft
Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.Starting Price: $9.99/month -
3
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 -
4
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 -
5
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 -
6
Neota
Neota
Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform. -
7
primedocs
PrimeSoft
primedocs is a template-management and document-creation platform fully integrated with Microsoft 365, designed to enable professional, brand-compliant documents and presentations with minimal effort. It automates and optimizes document creation to boost productivity and reduce costs, while ensuring that all teams work only with centrally-approved text modules for legal and content consistency. The platform enforces a 100% corporate design “at the click” across Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, so logos, fonts, colours, layouts, and formatting adhere automatically to your brand guidelines. It offers seamless integration into your existing system landscape, importing selected data from third-party applications (CRM, ERP, DAM, DMS) for automatic insertion into documents, reducing manual entry and error risk. Data processing can take place locally within the user’s environment (on-premises or SaaS), ensuring full control over sensitive content.
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