--- title: "Best Policy Management Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Policy Management software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/policy-management-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Policy Management Software for small business ## Top 6 ranked by small-business reviewer ratings ### Ranked small business Policy Management products | Rank | Product | Overall rating | Category rating | Key attribute | Starting price | Key features | | --- | --- | --- | --- | --- | --- | --- | | 1 | [DocTract](https://www.capterra.com/p/184908/DocTract/) | 5.0 out of 5 (46 reviews) | 4.9 out of 5 (35 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Approval Process Control, Archiving & Retention, Audit Management, Compliance Management, Document Management, Policy Creation, Policy Training, Single Sign On, Version Control | | 2 | [Tandem Software](https://www.capterra.com/p/131244/Tandem-Software/) | 4.8 out of 5 (59 reviews) | 4.9 out of 5 (19 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Approval Process Control, Archiving & Retention, Audit Management, Compliance Management, Document Management, Policy Creation, Policy Training, Single Sign On, Version Control | | 3 | [Surglogs](https://www.capterra.com/p/204410/Surglogs/) | 4.8 out of 5 (31 reviews) | 4.9 out of 5 (10 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Approval Process Control, Audit Management, Compliance Management, Document Management; Not included: Archiving & Retention, Policy Creation, Policy Training, Single Sign On, Version Control | | 4 | [Onspring](https://www.capterra.com/p/138931/Audit-Software/) | 4.8 out of 5 (105 reviews) | 4.8 out of 5 (16 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Approval Process Control, Archiving & Retention, Audit Management, Compliance Management, Document Management, Policy Creation, Single Sign On, Version Control; Not included: Policy Training | | 5 | [PMAM HCM](https://www.capterra.com/p/169778/PM-AM-HCM/) | 4.8 out of 5 (57 reviews) | 4.7 out of 5 (32 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Approval Process Control, Archiving & Retention, Audit Management, Compliance Management, Document Management, Policy Creation, Policy Training, Single Sign On, Version Control | | 6 | [PowerDMS](https://www.capterra.com/p/121513/PowerDMS/) | 4.7 out of 5 (621 reviews) | 4.6 out of 5 (182 category reviews) | Highly rated for Ease of Use | Contact vendor | Included: Approval Process Control, Archiving & Retention, Audit Management, Compliance Management, Document Management, Policy Creation, Policy Training, Single Sign On, Version Control | Category rating: Rating from reviewers who used each product as Policy Management software, with the number of those reviews. Products are ranked by this rating, adjusted for how many reviews support it. For the complete directory, see [the full product list](#full-product-list). --- ## See top 6 product details ### 1. [DocTract](https://www.capterra.com/p/184908/DocTract/) Overall rating: 5.0 out of 5 (46 reviews) Category rating: 4.9 out of 5 (35 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Included - Policy Training: Included - Single Sign On: Included - Version Control: Included --- ### 2. [Tandem Software](https://www.capterra.com/p/131244/Tandem-Software/) Overall rating: 4.8 out of 5 (59 reviews) Category rating: 4.9 out of 5 (19 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Available Free version: Available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Included - Policy Training: Included - Single Sign On: Included - Version Control: Included --- ### 3. [Surglogs](https://www.capterra.com/p/204410/Surglogs/) Overall rating: 4.8 out of 5 (31 reviews) Category rating: 4.9 out of 5 (10 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Available Free version: Not available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Not included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Not included - Policy Training: Not included - Single Sign On: Not included - Version Control: Not included --- ### 4. [Onspring](https://www.capterra.com/p/138931/Audit-Software/) Overall rating: 4.8 out of 5 (105 reviews) Category rating: 4.8 out of 5 (16 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Included - Policy Training: Not included - Single Sign On: Included - Version Control: Included --- ### 5. [PMAM HCM](https://www.capterra.com/p/169778/PM-AM-HCM/) Overall rating: 4.8 out of 5 (57 reviews) Category rating: 4.7 out of 5 (32 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Included - Policy Training: Included - Single Sign On: Included - Version Control: Included --- ### 6. [PowerDMS](https://www.capterra.com/p/121513/PowerDMS/) Overall rating: 4.7 out of 5 (621 reviews) Category rating: 4.6 out of 5 (182 category reviews) Key attribute: Highly rated for Ease of Use Starting price: Contact vendor Free trial: Available Free version: Not available #### Features reviewers most value - Approval Process Control: Included - Archiving & Retention: Included - Audit Management: Included - Compliance Management: Included - Document Management: Included - Policy Creation: Included - Policy Training: Included - Single Sign On: Included - Version Control: Included --- ## All policy management software for small businesses [5.0 (46)](https://www.capterra.com/p/184908/DocTract/reviews/) DocTract delivers modern policy management that's easy to use. AI-enabled features transform how you manage and distribute policies. [Learn more about DocTract](https://www.capterra.com/p/184908/DocTract/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [4.7 (621)](https://www.capterra.com/p/121513/PowerDMS/reviews/) PowerDMS by NEOGOV offers a cloud-based repository to manage policies, procedures, and other essential documents.  [Learn more about PowerDMS](https://www.capterra.com/p/121513/PowerDMS/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [4.6 (14)](https://www.capterra.com/p/232799/HealthStream-Policy-Manager/reviews/) Centralized healthcare policy management system, providing automated approval workflows and AI-driven features to keep you audit-ready [Learn more about HealthStream Policy Manager](https://www.capterra.com/p/232799/HealthStream-Policy-Manager/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [4.7 (23)](https://www.capterra.com/p/73428/Policy-Procedure-Management/reviews/) The most comprehensive policy management software: quick to onboard, easy to administrate, and customizable to your needs. [Learn more about Policy & Procedure Management](https://www.capterra.com/p/73428/Policy-Procedure-Management/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [4.6 (16)](https://www.capterra.com/p/155066/DynamicPolicy/reviews/) Policy management software built for the enterprise; used by organizations with 20 or more employees. Everything you need included. [Learn more about DynamicPolicy](https://www.capterra.com/p/155066/DynamicPolicy/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/) Manage your policy process from origination to review to attestations to exceptions & connect to every regulation, framework & control. [Learn more about Onspring](https://www.capterra.com/p/138931/Audit-Software/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control 92% recommend this product [4.9 (84)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Insurance software that streamlines insurance management with renewals, policy generation, and notifications.Policy workflow automation [Learn more about A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control [## Lanes & Planes](https://www.capterra.com/p/183676/Lanes-Planes/) [4.6 (685)](https://www.capterra.com/p/183676/Lanes-Planes/reviews/) All-in-One Digital Platform: Simplify Business Travel Booking, Expenses, and Management. [Learn more about Lanes & Planes](https://www.capterra.com/p/183676/Lanes-Planes/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control 85% recommend this product [## Process Street](https://www.capterra.com/p/135004/Process-Street/) [4.7 (652)](https://www.capterra.com/p/135004/Process-Street/reviews/) One policy library with version history, review approvals and attestation tracked as a workflow, not a spreadsheet. [Learn more about Process Street](https://www.capterra.com/p/135004/Process-Street/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control 88% recommend this product [## Daruma](https://www.capterra.com/p/245923/Daruma/) [4.6 (137)](https://www.capterra.com/p/245923/Daruma/reviews/) Daruma computerizes and automates quality management and improvement processes in companies according to the quality standards. [Learn more about Daruma](https://www.capterra.com/p/245923/Daruma/) Policy Management features reviewers most value Approval Process Control Archiving & Retention Audit Management Compliance Management Document Management Policy Creation Policy Training Single Sign On Version Control 82% recommend this product ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (162) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Approval Process Control Archiving & Retention Attestation Audit Management Compliance Management Configurable Workflow Customizable Templates Document Management Generative AI Policy Creation Policy Metadata Management Policy Training Role-Based Permissions Search/Filter Self Service Portal Single Sign On Version Control Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Compliance Software](https://www.capterra.com/compliance-software/)[Risk Management Software](https://www.capterra.com/risk-management-software/)[HIPAA Compliance Software](https://www.capterra.com/hipaa-compliance-software/)[Governance, Risk and Compliance (GRC) Software](https://www.capterra.com/grc-software/)[GDPR Compliance Software](https://www.capterra.com/gdpr-compliance-software/)[Company Secretarial Software](https://www.capterra.com/company-secretarial-software/)[ERM Software](https://www.capterra.com/erm-software/)[Accreditation Management Software](https://www.capterra.com/accreditation-management-software/)[PCI Compliance Software](https://www.capterra.com/pci-compliance-software/) I'm looking for Policy Management Software that is: [Free](https://www.capterra.com/policy-management-software/s/free/) How to choose the right Policy Management Software? [Read our Buyer's Guide](https://www.capterra.com/policy-management-software/#buyers-guide-content)