# Policy & Procedure Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Policy & Procedure Management Software - reviews, pricing plans, popular comparisons to other Policy Management products and more.

Source: https://www.capterra.com/p/73428/Policy-Procedure-Management

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# 

 Policy & Procedure Management 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)

Policy & Procedure Management

## What is Policy & Procedure Management?

ComplianceBridge is the most comprehensive, feature-rich policy and procedure management software. It is engineered to be quick to onboard, easy to administrate, and customizable to fit your organization’s policy workflow management. Our software can be configured to your way of doing business so you can easily collaborate during policy creation, control distribution, collect attestations, test comprehension, monitor progress from real-time dashboards, and create and export custom reports.

## What is Policy & Procedure Management used for?

[Document Version Control](https://www.capterra.com/document-version-control-software/)[Compliance](https://www.capterra.com/compliance-software/)[Policy Management](https://www.capterra.com/policy-management-software/)

Overall rating

Based on 23 user reviews

Reviews sentiment

Positive

91%

Neutral

9%

Negative

0%

Starting price

$0.01

Per User, Per Month

Free trial  
available

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## Policy & Procedure Management alternatives

Highest Rated

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

Starting price

Contact vendor for pricing

[4.6 (25)](https://www.capterra.com/p/141415/Adaptive-Compliance-Engine-ACE/reviews/)

Starting price

$500.00

Per User, Per Month

[4.6 (42)](https://www.capterra.com/p/16872/Document-Locator/reviews/)

Starting price

$22.00

Per User, Per Month

[4.9 (65)](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/reviews/)

Starting price

Contact vendor for pricing

## Features

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

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

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Escalation

System alerts about the need to escalate an issue or request

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Policy & Procedure Management 65 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

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

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

Creation, administration, and evaluation of assessments or tests

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

Leave comments and notes on documents for others to view

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

Configure existing workflows to meet your organization's needs

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Electronic signing method that validates the authenticity and integrity of a digital document

Automated or logic-based workflows that assist in the creation of electronic documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Digitally sign online documents

Guidelines for conforming to environmental laws, regulations and requirements

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

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

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

Group policies by type for easy classification and discovery

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

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Analyze potential risks across the organization

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to access multiple services after entering their login credentials once

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Gauge satisfaction and receive information for improvement and success

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

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

The process of reverting to a previous version or state

Create, design and manage workflows for repetitive tasks

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Features

4.6 (20)

4.6

Based on 20 reviews

## Pricing

Value for money

4.6 (19)

Free Trial

Basic

$0.01

Per User,Per Month

Value for money

4.6 (19)

4.6

Based on 19 reviews

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

HTML Editor](https://www.capterra.com/p/152212/HTML-Editor/)[

Word to HTML](https://www.capterra.com/p/193993/Word-to-HTML-Convert-your-text-to-clean-code/)

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

4.8 (23)

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

4.8 (23)

4.8

Based on 23 reviews

## User reviews

Overall rating

4.7

Based on 23 reviews

Filter by rating

5(17)

4(4)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

FC

Farina C.

Web Specialist

Higher Education

### "Good product"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 22, 2020

I like the fact that our relationship with Compliance Bridge has grown. They are will to make adjustments in order to make our experience a better one, and we appreciate that .

Pros

I would have to say he biggest pro is their customer service. Being in IT customer helps is number one on my radar. Compliance Bridge is always willing to work with us on anything we need help with. Overall the product does what its supposed to and the back end is easy to navigate and use.

Cons

I would like vanity urls, other than that the program does what it is supposed to.

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.

HD

Helena D.

Program Director

Government Administration

### "Outstanding Customer Service and Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 19, 2020

We moved from a word and email format to Compliance Bridge and from my experience working policy, this is a dream come true! Most people aren’t in tune with policy, like laundry and dishes, but using this platform has made it more palatable for users because the platform is user friendly and easy to navigate.

Pros

This software is an all in one package that saves lots of time in the policy upkeep and management world. The best feature is the automatic reminders that I can “set it and forget it” which put policy management into the hands of users, policy managers, and administration all at a simple click! Another feature I absolutely love is tracking changes so all users can see what has been changed in a policy - so it appeals to the novice as well as the expert policy reader and writer!

Cons

The only integration price that has been challenging is the interface with all the government security protocols we have in place, but most of those hurdles were more of annoyances to overcome so we could fully implement the systems functionality.

Reasons for choosing Policy & Procedure Management

We chose Compliance Bridge because from the get go of the demo we had such a great customer service experience, we knew that the developer and staff would help us with any hurdles - and they have hit that mark!

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.

PB

Patrice B.

Lead Coordination, Exam Operations

Non-Profit Organization Management

### "ComplianceBridge Administrator"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 6, 2020

Overall I am very please with Policy and Management.

Pros

My company requested several changes to the product because we use the software in a unique way in which most other companies do. After customer support tweaked the software I found it to be very user friendly. I still have difficulty with some features but overall I am pleased with the software.

Cons

The report building feature is what I like the least about ComplianceBridge.

Reasons for choosing Policy & Procedure Management

N/A

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.

CM

Carolyn M.

Compliance Analyst

Accounting

### "Once you learn it, it's a good system"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 25, 2020

CB support is stellar...available, timely, and helpful. The team welcomes feedback and enhancement ideas.

Pros

One stop shopping for managing controlled docs and training expectations. Maintains an audit trail of changes, approvals, and acknowledgements. Auto-generated emails provide followup reminders which eliminates manual tracking.

Cons

HTML takes some getting used to, formatting can be tricky. Behind the scenes upgrades are implemented at times during business hours (due to differing time zones), which may affect the end user input/output process. CB document management took a while to learn (it's a process after all) but repetition helps and its functionality works.

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.

DS

Denise S.

Policy Coordinator

Higher Education

### "ComplianceBridge"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 10, 2020

My institution did not have a total picture of the number of policies and procedures in current publication, neither did we have the bandwidth or experience to create an in-house solution for controlling this process. We realized that this posed a significant risk on multiple levels to our organization. We are now moving ahead in a systematic and positive direction, knowing that our institutional history will be preserved in the archive while providing a single answer to questions of policy and guidelines for practice.

Pros

All the elements essential to our initial success were included under our contract, but we are aware that the risk and compliance module and the contract management module are something to consider in future as we grow in this process.

Cons

Learning to create in HTML was not something I had ever done previously nor did I take to it without assistance, which the team at ComplianceBridge provided in the most thorough and positive way. I would have no hesitation in calling my sales and implementation team for assistance at any time, and have done so on numerous occasions.

Alternatives considered

[NAVEX IRM](https://www.capterra.com/p/150187/Navex-IRM/)

[PolicyHub](https://www.capterra.com/p/242028/PolicyHub/)

[RLDatix](https://www.capterra.com/p/146922/PolicyManager/)

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

Reasons for choosing Policy & Procedure Management

We created a team to vet five different policy software solutions and come to a conclusion as to which best fit the needs of our institution as we dove into our first experience in using a software solution for our policy library needs. All presentations were considered in the context of which would require the most technical support on the institutional level; price; convenience; customer support from the provider; training for our users; and ease of implementation. Our overall favorite was ComplianceBridge because of its focus on simplifying the creation of a centralized archive, automated workflow for review and publication, and scalability. My experience with the ComplianceBridge team has been very positive.

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.

VA

Venessa A.

Sr. HR Manager

Oil & Energy

### "Awesome product for policies, forms and procedures! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

February 7, 2020

Great product, great representatives of the company; the software is so easy to use, our roll out required little to no training for our employee base. Highly recommend for policies, procedures and end to end forms completion and record retention!

Pros

Customization features and ease of use.

Cons

Restrictions of administrator access.

Reasons for choosing Policy & Procedure Management

It was being used by our parent company and met our needs and budget.

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

HR & Accounting Manager

Telecommunications

### "HR Director"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 5, 2019

Pros

It is easy to use and the ability to be used by multiple departments.

Cons

As with any new system it takes time to get use to.

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.

AV

Alisa V.

Human Resources Manger

Civic & Social Organization

### "Compliance Bridge"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

February 5, 2019

Pros

Very robust features on the Administrative side.

Cons

Complicated, and not very end user friendly, design-wise. Very technical for users.

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.

KT

Kerri T.

Computer Tech Analyst

Government Administration

### "EXCELLENT customer service!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 5, 2019

Our P&P's were very hard to manage the way we used to do it. Some were done through a shared drive and linking to other files and others were posted to our intranet server. It wasn't searchable so was time consuming for staff to find what they needed.

Pros

It is very easy to use and intuitive. Customer support is very fast and effective and helpful!

Cons

So far, nothing. Does what it needs to do and is feature rich.

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.

CC

Crystal C.

Administrative Director

Non-Profit Organization Management

### "Compliance Bridge-Office"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 15, 2019

I love this function. It is greatly assisted my agency with going paperless.

Pros

I like that I can upload all of my agency's policy and procedures and disseminate to staff in one go.

Cons

Nothing at this time. I've only had one issue, but it was resolved quickly.

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.

[View all Reviews](https://www.capterra.com/p/73428/Policy-Procedure-Management/reviews/)

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