# PolicyTech Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PolicyTech Software - reviews, pricing plans, popular comparisons to other Compliance products and more.

Source: https://www.capterra.com/p/20046/PolicyTech

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# 

 PolicyTech Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

PolicyTech

## What is PolicyTech?

PolicyTech by NAVEX is a secure, cloud-based solution. There is no technology for you to install or manage. You can focus on what is important to you ensuring that your policy and procedures are used as intended, are up-to-date, and provide compliance evidence. PolicyTech uses rules-based workflows and alerts to keep policies moving through the process, alerting compliance managers about unread policies, and reminding document owners when to update or retire policies.

## What is PolicyTech used for?

[Policy Management](https://www.capterra.com/policy-management-software/)[Compliance](https://www.capterra.com/compliance-software/)

Overall rating

Based on 28 user reviews

Reviews sentiment

Positive

86%

Neutral

7%

Negative

7%

Starting price

$100

Per User, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### PolicyTech

4.2 (28)

VS.

[5.0 (46)](https://www.capterra.com/p/184908/DocTract/reviews/)

Starting Price

$100

per user, per month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (28)

Ease Of Use

4.9 (517)

Value For Money

3.5 (13)

Value For Money

4.9 (457)

Customer Service

4.2 (26)

Customer Service

5.0 (486)

## PolicyTech alternatives

[4.6 (264)](https://www.capterra.com/p/175092/JumpCloud-DaaS/reviews/)

Starting price

$3.00

Per User, Per Month

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting price

Contact vendor for pricing

[4.6 (39)](https://www.capterra.com/p/151388/StandardFusion/reviews/)

Starting price

Contact vendor for pricing

[PowerDMS](https://www.capterra.com/p/121513/PowerDMS/)

[4.7 (517)](https://www.capterra.com/p/121513/PowerDMS/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/121513/PowerDMS/)

[View all alternatives](https://www.capterra.com/p/20046/PolicyTech/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Reporting/Analytics

3.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Access Controls/Permissions

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Archiving & Retention

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Attestation

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Collect, track and store acknowledgements that policies have been read and understood

Document Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Policy Library

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A repository of all past and existing policies

PolicyTech 27 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Collect, track and store acknowledgements that policies have been read and understood

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Investigate and take action at root cause or error in processes to prevent recurring issues

Store, manage, and track all electronic documents in a centralized location

Guidelines for conforming to environmental laws, regulations and requirements

Track and ensure quality of products in accordance with food and drug administration (FDA) act

Compliant with HIPAA, which sets standards for sensitive patient data protection

Guidelines set by the International Organization for Standardization

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant

Create new policies or alter existing policies

A repository of all past and existing policies

Create, manage, and track policies and procedures within an organization

Train and educate employees on existing and/or new procedures and policies

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Regulations on a company's internal process when dealing with financial reporting

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

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Features

3.7 (15)

3.7

Based on 15 reviews

## Pricing

Value for money

3.5 (13)

Free Trial

Basic

$100.00

Value for money

3.5 (13)

3.5

Based on 13 reviews

## Integrations

[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.2 (26)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.2 (26)

4.2

Based on 26 reviews

## User reviews

Overall rating

4.2

Based on 28 reviews

Filter by rating

5(13)

4(11)

3(2)

2(0)

1(2)

Mentioned topic

Sorted by most recent

SS

Stacey S.

AVP IT Governance Officer

Banking

### "Streamlined Compliance and Policy Management"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

November 4, 2024

Overall, the experience has been positive with effective policy management.

Pros

It is a centralized repository with automated workflows, improved compliance management, provides audit trails and provides reporting and analytics.

Cons

The cost, ongoing maintenance and customization limitations.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JB

James B.

Captain

Transportation/Trucking/Railroad

### "No working with Safari "

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

November 10, 2020

Complete frustration

Pros

Was working beautifully until recent changes. Now it’s horrible

Cons

No longer compatible with Safari. Chrome doesn’t safe information for both Logins. Having to repeatedly type in my credentials is unacceptable

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SH

Suzanne H.

Practice Compliance Manager

Pharmaceuticals

### "Easy Document Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 5, 2020

Great customer service support. One of the best we have ever experienced.

Pros

We love Policy Tech...it is easy to use. It's great all our documents are in the same place, separated by department and easy to search. The periodic review and attestations are the most convience parts of the system. It helps us keep track without having to remember who did what.

Cons

There is nothing we really don't like. We learn something new everyday and it makes the experience ever better.

Reasons for choosing PolicyTech

Very user friendly and great customer service.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Global Lead, Learning & Organizational Development

Consumer Goods

### "Good platform when you want to track compliance"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

April 12, 2020

Pros

Not much to say about PolicyTech, if you have a need to host policies/procedures, and want to ensure employees are reading/signing them, then it is a solid choice to go with. You can assign policies to employees, set due dates, and have the system deliver email notifications. You can also create forms, such as Conflict of Interest, which employees can use to submit free-text information.

Cons

As a user, I have not run into any issues using PolicyTech, as it is a pretty straightforward platform. Admins may need to ensure they consider technological capabilities when requiring signatures or other form completions.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LP

Luke P.

IT Director

Market Research

### "No MacOS Support, Raised Prices After Year 1"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

4/10

August 29, 2019

Pros

The product did everything we wanted as long as we were able to jump through hoops to get it done (i.e. use Internet Explorer). Good Training & Setup Help.

Cons

No MacOS Support Raised Prices After 1 Year No support for custom URL's that do not belong to Policy Tech / Navex Global.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Developer

Hospital & Health Care

### "Zero developer support"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 30, 2019

I had to call back 3 times asking this basic question, "Do you support RESTful code" They sent me information that had NOTHING to do with my question.

Pros

Nothing, it's a file system with workflows... any document management system could do this.

Cons

They do not support any custom integration.... you can't write code to extract your own information!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Cytology-Molecular Supervisor

Hospital & Health Care

### "Decent Policy Control Functionality"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 20, 2018

Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.

Pros

This product has decent policy control functionality - with some areas that could use improvement. When used as intended, it has good policy/procedure control and predictability. There needs to be some finessing of steps to get the final product to the end user for approval without so many interactions with others. Greater mid-level control, not so much administrative control.

Cons

When a procedure is "in progress" it is very difficult to determine who has the procedure, what has been done to it, and in which step it is. It takes a decent amount of searching to determine where everything is, in what stage, and what has been done to it. I feel like the foundation of this product needs a functionality upgrade to assist with the hundreds of procedures we need to track and keep up to date. I should be able to determine, at any time, exactly how many procedures are in which state of modification. End users do not like being hit with individual email notifications of the need to go approve final policies - functionality needs to exist where we can notify end users of bulk approvals needed. This does not appear to exist, and we currently use an internal work-around, which is time consuming.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DC

Damon C.

Lab Director

### "Good policy and document control system"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

June 21, 2018

Pros

Good tracking of policy versions and archiving of retired policies. Use it for forms that are used regularly. Also, for competency documentation.

Cons

The reviewers still have to read policies that they have worked on and know inside and out. Don't route it back to them again. Waste of time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Board Member

### "Easy Quick"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

May 21, 2018

Pros

Love! The ability to use a single platform for document storage is fantastic. A big pet peeve of mine is usage of old outdated items that are in binders for years. This is a fantastic digital storage that we can change a document once and know it will be accessible for anyone. Also that we can filter out certain staff from certain items.

Cons

I wish we could add tags to documents in a different way to make them more searchable. Sometimes a document can fit in to many different departments that need access. Also, training would be a nice feature to upgrade.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SS

Susan S.

Senior Accountant

Accounting

### "Great for keeping the company policies and procedures all in one place."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 8, 2018

All of the bank's policies and procedures are kept in a centralized location.

Pros

I like that it has everything in one place. Every department used to keep there own, and I think that centralizing our policies and procedures in PolicyTech has been a great move.

Cons

The software takes a little getting used to on where the buttons are to read and approve the policies, but it just takes a little getting used to.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/20046/PolicyTech/reviews/)

Popular comparisons

[PowerDMS vs PolicyTech](https://www.capterra.com/compare/20046-121513/PolicyTech-vs-PowerDMS) 

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