DocTract Review - Features, Pricing & Deals

DocTract is a cloud-based policy management software that helps organizations handle their documents, procedures, and standard operating procedures more efficiently. The platform streamlines the entire document lifecycle, from creation to review, while ensuring compliance and security standards are met.

At its core, the software offers comprehensive document control features, including templates, version tracking, and automated workflows. Teams can collaborate seamlessly through built-in editing tools and approval processes, while automatic notifications keep everyone informed of changes and updates.

Security remains a priority, with encrypted storage and detailed audit trails protecting sensitive information. The platform also includes powerful search capabilities and reporting tools to help organizations track their policy management efforts and maintain compliance.

While pricing isn't publicly listed, DocTract offers customized quotes based on organization size and needs. The Michigan-based company has been helping businesses manage their documentation since 2018, with their cloud-based approach allowing for quick implementation and scalability.

• Document Creation and Control: Simplifies policy drafting with pre-built templates, seamless editor integration, and robust version tracking that lets you compare document changes in real-time.
• Workflow Automation: Streamlines approval processes with customizable workflow templates, unlimited workflow steps, and automated email reminders to keep teams on track.
• Document Publishing: Enables both manual and automatic document publishing with instant updates to search portals and comprehensive publish history tracking.
• Review and Compliance Management: Automates review cycles, provides dashboard analytics, and sends timely email notifications to ensure continuous policy compliance.
• Security and Compliance: Protects sensitive documents with world-class encryption, detailed audit trails, and electronic signature capabilities.
• Collaboration Tools: Centralizes team communication, supports team-based document ownership, and facilitates seamless collaborative editing.
• Reporting and Analytics: Offers comprehensive reporting tools and full-text search functionality to help organizations track and improve policy management efforts.

• No free version available. Customers must contact DocTract sales team for personalized pricing quote.
• Pricing is customized based on organizational size, number of users, and specific feature requirements.
• Pricing details are not publicly disclosed, requiring direct consultation with sales representatives.
• Enterprise-level pricing likely includes tiered options for different organizational scales, with potential volume discounts for larger teams.

DocTract stands out with its full lifecycle approach to policy management. Unlike tools that just store documents, DocTract handles everything from creation to retirement. The platform's real-time version comparison feature lets you see exactly what changed between versions, which many competitors don't offer. Most users tell us they switched to DocTract because of its user-friendly interface and workflow automation that doesn't require IT knowledge to set up. The built-in approval tracking and automated review cycles save tons of time compared to manual systems or basic document repositories.

Most users get comfortable with DocTract quickly without formal training. The interface is straightforward enough that your team can jump right in after a brief orientation. That said, DocTract does offer optional training sessions to help you get the most from advanced features. The backend has more complexity than the frontend, so administrator users might benefit from some guidance. Customer support is very responsive if you get stuck, and there are helpful tutorials built into the platform. Many organizations are fully operational within just a few days of setup.

Yes! DocTract makes importing your current policies pretty simple. You can upload Word, PDF, and other common file formats directly into the system. All your documents keep their formatting when imported. Some users mention occasional hiccups when converting PDFs to editable formats, but the system handles most conversions smoothly. DocTract also lets you create new documents from scratch using templates or build your own templates that match your organization's branding. Your old documents will get the same version control and lifecycle management as anything created within the system.

DocTract takes security seriously with several layers of protection. All your data is encrypted both in transit and at rest in their cloud servers. The platform uses role-based access controls, so you decide exactly who can view, edit, or approve each document. Every action in the system is tracked in audit logs, which helps with compliance requirements. DocTract runs on enterprise-grade cloud infrastructure with regular security updates and backups. For organizations with strict compliance needs, DocTract meets requirements for various regulations including HIPAA, making it suitable for healthcare and other sensitive industries.

Support is where DocTract really shines according to user reviews. When you sign up, you get assigned a dedicated representative who helps with implementation. The support team is available by phone, email, and chat during business hours. Many customers mention quick response times, usually within a few hours for non-urgent matters. DocTract also provides regular system updates based on user feedback. Unlike some competitors who charge extra for support, DocTract includes comprehensive support in their standard pricing. The team will help with everything from technical questions to best practices for policy management.