# Policy & Procedure Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Policy & Procedure Management the right Policy Management solution for you? Explore 23 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/73428/Policy-Procedure-Management/reviews --- Policy & Procedure Management 4.7 (23) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Policy & Procedure Management Ease of use 4.1 Customer Service 4.8 ## Showing most helpful reviews Showing 1-23 of 23 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rick S. Copywriter Used the software for: 6-12 months ### "A massive time saver" March 12, 2018 5.0 Time back to focus on more important matters! Pros ComplianceBridge saves literally hundreds of hours by automating most of the administration related to maintaining policy and procedure compliance throughout an organisation. Cons The software interface looks a little old-fashioned, but it's reliable which is the most important factor Review Source DS Denise S. Policy Coordinator Higher Education Used the software for: 2+ years ### "ComplianceBridge" February 10, 2020 5.0 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/) Reason 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 AV Alisa V. Human Resources Manger Civic & Social Organization Used the software for: 6-12 months ### "Compliance Bridge" February 5, 2019 3.0 Pros Very robust features on the Administrative side. Cons Complicated, and not very end user friendly, design-wise. Very technical for users. Review Source HD Helena D. Program Director Government Administration Used the software for: 1-2 years ### "Outstanding Customer Service and Support" May 19, 2020 5.0 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. Reason 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 VR Verified Reviewer Founder Computer Software Used the software for: 1-2 years ### "Powerful Product and Fantastic Support" December 21, 2018 5.0 Pros ComplianceBridge provides exactly what we need, and at a lower price point than anyone else I've found. In regards to policy and procedure management, this is a product with over a decade of experience. For us, it was most important to be able to have specific groups acknowledge certain HR polices, and TotalCompliance made it extremely easy to create these distribution lists, have our employees acknowledge the policy, and even quiz them on their comprehension of the policy. I also have to say that the support and training I've received from TotalCompliance has been phenomenal. They've been available every step of the way, and we were able to onboard this product quickly! Cons There are very few things I dislike about TotalCompliance. I have to say that, in regards to the user interface, it's a little rough. The features and cost benefits dramatically outweigh that, however. Review Source PB Patrice B. Lead Coordination, Exam Operations Non-Profit Organization Management Used the software for: 2+ years ### "ComplianceBridge Administrator" March 6, 2020 5.0 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. Reason for choosing Policy & Procedure Management N/A Review Source CM Carolyn M. Compliance Analyst Accounting Used the software for: 2+ years ### "Once you learn it, it's a good system" February 25, 2020 4.0 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 VA Venessa A. Sr. HR Manager Oil & Energy Used the software for: 1-2 years ### "Awesome product for policies, forms and procedures! " February 7, 2020 5.0 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. Reason for choosing Policy & Procedure Management It was being used by our parent company and met our needs and budget. Review Source VR Verified Reviewer HR & Accounting Manager Telecommunications Used the software for: 1-2 years ### "HR Director" February 5, 2019 5.0 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 Dixon P. Chief Internal Auditor Banking Used the software for: 1-2 years ### "Odd name..great product." November 22, 2016 5.0 Used the product to assist in updating and keeping critical policies updated, also because of its ability to test the reader of the policy, used the software to fulfill requirements of Anti Money Laundering legislation. Pros Great for ensuring that policies and procedures are reviewed in a timely manner, especially helpful was the automated emailing to business users responsible for the review. Cons None that i can recall Review Source FC Farina C. Web Specialist Higher Education Used the software for: 1-2 years ### "Good product" May 22, 2020 4.0 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 MV Mickey V. VP Used the software for: ### "ComplianceBridge Review" April 22, 2015 5.0 EMN Defense Services, is a San-Diego-based government contractor. We have been using TotalCompliance (TC), the Policy & Procedure Management Software from ComplianceBridge (CB), for about three years, to originate, track, approve, distribute, and record compliance documents and to publish, distribute, and retain internal reference documents. Like any sophisticated software, TC has presented some challenges to those who do not use it daily. In addition, as early adopters, we have been part of the process to debug the software. Throughout the experience, Bill and Bobby from CB have been extremely helpful with respect to training and have addressed any and all of our issues immediately. As compensation for the time we have invested, we now have access to a versatile product which we can depend on to support generation, editing, approval, organization, distribution, and retention of our monthly newsletters, performance reviews, training records, and various documents which require approval and authentication. Review Source VG Vikki G. Executive Assistant Education Management Used the software for: 2+ years ### "Policy and Procedures made easier" November 3, 2016 5.0 We use Compliance Bridge to house policies, procedures, and job descriptions. We appreciate the ease of uploading, editing, and tracking changes. The software is user-friendly and the support staff are very responsive. Pros Ease of use Ability to track historical changes It's role in helping us standardize processes Cons Nothing. Review Source KT Kerri T. Computer Tech Analyst Government Administration Used the software for: 1-2 years ### "EXCELLENT customer service!" February 5, 2019 5.0 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 WK William K. Police Chief Law Enforcement Used the software for: 1-2 years ### "Review of Compliance Bridge" January 15, 2019 5.0 I have found that Compliance Bridge is a great way to manage our policy and procedure. I have found the ability to add a test in order to ensure the policies are being read is a great addition. The customer support is second to none. Pros The ability to track receipt of departmental policies Cons The time it takes to enter policies in HTML format. Review Source WF Wendy F. Executive Assistant Government Administration Used the software for: Less than 6 months ### "Compliance Bridge Service and Software " January 15, 2019 5.0 The software provides a one-stop-shop place to contain our organization's policies, procedures and forms. We will enjoy the compliance piece once we have that procedure in place. Pros Ease of moving through the windows and search engine. Customer Service is exemplary and return emails and calls immediately. Cons Trying to learn to use it without customer service, relying on the manual alone. Review Source AB Allyna B. Solutions Manager Public Safety Used the software for: Less than 6 months ### "Policy Management Software" January 15, 2019 4.0 This company is fantastic. They are responsive and helpful and demonstrate a commitment to making sure we get the product to best serve our needs. Pros This product provided us with extensive ability to configure our policy organization to meet the needs of our workplace and staff. It is intuitively organized and easily searchable. Our users appreciate being able to access their information in one central location. Cons The company offers extensive webinar training, hands on support, representative contact, and video training- however, we found that offering more extensive "how to" documentation would be beneficial for training new users. Review Source CC Crystal C. Administrative Director Non-Profit Organization Management Used the software for: 1-2 years ### "Compliance Bridge-Office" January 15, 2019 5.0 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 VD Vicki D. Used the software for: ### "ComplianceBridge" November 3, 2016 5.0 When we implemented ComplianceBridge, it was a non-event. With the help of CB staff, we were able to build, test and implement their product seamlessly into our current systems. It is extremely user friendly and was fairly easy to implement. As we acquire more subsidiaries and employees, we will be able to streamline this part of our onboarding process as well as keeping our current employees compliant with our policies. Review Source AL Astrid L. Global HR Officer Financial Services Used the software for: 1-2 years ### "Global HR Officer" November 3, 2016 4.0 The product is good even if we don't use all functionality yet. Group management is sometimes tricky (who will receive, etc. due to the fact that we are a global company with a lot of department. Reports is also not easy because we need to build them in advance. Pros quick implementation and not too expensive Cons sometimes complicated to use (reports, groups) Review Source oS oscar S. IT Risk and Security Manaer Higher Education Used the software for: 1-2 years ### "Easy tool to work with. Very little training needed. Perfect for our needs!" November 3, 2016 5.0 Only use for our Policies and Procedures, but are finding new ways leverage the flexibility of this product . Pros Easy to use. Cons limited editing features Review Source KK Kelli K. Executive Director Used the software for: ### "Great software, great company" April 23, 2015 5.0 Our agency has been using Compliance Bridge for nearly two years and we are very satisfied. Review Source YP Yarixa P. Compliance Officer Used the software for: ### "not as friendly as I expected" April 24, 2015 3.0 reminders have been a hassle and it was the key feature we wanted Review Source Talk to a Capterra advisor for free and get results within 15 minutes.