Best Document Management Software for Workato
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Compare the Top Document Management Software that integrates with Workato as of October 2026
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This a list of Document Management software that integrates with Workato. Use the filters on the left to add additional filters for products that have integrations with Workato. View the products that work with Workato in the table below.
What is Document Management Software for Workato?
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 Workato currently available using the table below. This list is updated regularly.
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1
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 -
2
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 -
3
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 -
4
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 -
5
Docusign
Docusign
Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.Starting Price: $10.00/month/user -
6
Confluence
Atlassian
Confluence by Atlassian is a leading content collaboration software for modern teams. It empowers teams to create, share, and collaborate on projects in one place, easily publish and access company information, capture, store and grow team's knowledge, and so much more. Confluence is also available on mobile, enabling teams to track team activity, give feedback, and stay in sync regardless of device.Starting Price: $10.00/month -
7
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.Starting Price: Free -
8
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
9
Adobe Acrobat Sign
Adobe
Transform and speed up your workflows with Acrobat Sign – the only e-sign tool that includes the power of Adobe Acrobat in one package. Access Acrobat PDF documents and sign documents from anywhere, on mobile or desktop. Your recipients can sign in a snap — no downloads or sign-ups required. Easily scan and upload PDFs using the free Adobe Scan mobile app on your device. Join 500,000 organizations who are elevating the customer experience with the power of electronic signature software and Acrobat PDF features. Adobe makes it easy for you to create, edit, collaborate, e-sign, and share PDFs, on any device. Choose from a range of scalable document signing solutions to meet your unique business needs — with or without PDF document management features. As Microsoft’s preferred e-signature solution, Acrobat Sign integrates with the most comprehensive suite of Microsoft apps, so you can send and sign PDFs without leaving the app you’re working in. -
10
Ephesoft
Ephesoft
Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Thousands of customers worldwide use Ephesoft to save costs, improve accuracy, and fuel their journey towards autonomous enterprise. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. Ephesoft Transact is an enterprise capture and data extraction automation platform, in the cloud, hybrid or on-premises, that automates any content-based business process and makes meaning out of unstructured data for decision-makers worldwide. -
11
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 -
12
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
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