Softdocs Reviews & Product Details

There are endless ways to get creative with forms and workflows. I have yet to hear a support or CSM say, "not possible." To clarify, we have unique workflows and forms that are complex. Form building experts jump in and help us meet our needs and continue to help when we need changes or updates on the fly. Review collected by and hosted on G2.com.

I provide support on-site to users. I believe Etrieve would benefit from an "act as user" function to allow sys admins to identify user errors that can be quickly resolved. It requires many phone calls, Teams meetings, and email exchanges. This is a function issue only. Review collected by and hosted on G2.com.

I greatly appreciate the continuous improvment of the software by adding new and upgraded features regularly, along with stellar customer service.

Etrieve is very easy to inegrate with our ERP and other services, and we use it extensively throughout the college. Review collected by and hosted on G2.com.

My experience with Softdocs has been nothing but positive. Having worked with many software vendors, I can easiely say Softdocs has been the best partner by far. Review collected by and hosted on G2.com.

Extremely easy to file and retrieve documents for the end user. Security and permissions is excellent for limiting who sees what. Integration with external db's makes the platform very versatile. Their after-sales support is awesome!! Review collected by and hosted on G2.com.

There is not really anything I dislike about the product. There is a learning curve from an administrative/developer standpoint, but the product is rather intuitive once you get going. Review collected by and hosted on G2.com.

I love how Softdocs works with its customers to create partnerships. We have been able to do some very cool things over the past years. Review collected by and hosted on G2.com.

Currently we are pleased with all of the changes Softdocs has made. Review collected by and hosted on G2.com.

It's easy to spin up simple forms and keep track of where in the work flow they are. If you have more complicated designs, the tool is powerful enough to accommodate with a bit of code behind the forms. Review collected by and hosted on G2.com.

There are a lot of places where manual lists of approvers need to be maintained, and when those lists change, it can be hard to keep track of all the places you need to edit. Review collected by and hosted on G2.com.

Using etrieve allows our district to eliminate unnecessary paperwork at the school and district level. Our entire accounts payable system runs through the easy to use platform. What we like best is that our platform can be customized to fit our needs. We were able to create forms and workflows that work best for us.. Review collected by and hosted on G2.com.

Our only dislike is that we did not use it sooner. Review collected by and hosted on G2.com.

The solution is intuitive. The price is very reasonable. The customer support is the best I have worked with. Importing new documents is extremely easy. Adding new departments to Etrieve doesn't take much effort at all. It is a great all-around product and their strong familiarity with Higher Ed is a bonus. Review collected by and hosted on G2.com.

I wish Etrieve Central's Forms were more robust and had greater functionality. Review collected by and hosted on G2.com.

The staff we worked with at Softdocs have been tremendous, knowledgeable and supportive. We couldn't have asked for a better training staff and client success manager Review collected by and hosted on G2.com.

I wish there was a better batch import option but the serve product would probably meet most of our needs in that area. Review collected by and hosted on G2.com.

Softdocs does a great job supporting both customers and Etrieve, their software. The continuous improvement approach and the frequent release of new features make this platform appealing to work with, and able to meet a variety of needs. Users have great amounts of input into the development process, and customer service is responsive and very competent. Review collected by and hosted on G2.com.

The platform allows for user implementation of the imaging and content management product, workflows and forms. Softdocs also sells consulting covering all these areas. The many advanced features and toolsets for building out all these products are not as well documented as would be desireable. Review collected by and hosted on G2.com.

The biggest upside to using Etrieve is as a Financial Aid Office, we were able to meet the students where they were at.. online. We were able to take our verification process down from 2 weeks to 3 days. Review collected by and hosted on G2.com.

I think that the Form Builder needs some work to it. There are so many levels to the form builder that it can get a little confusing at times, however I do enjoy being able to build the forms how I want them built. Review collected by and hosted on G2.com.