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description: Review of PolicyTech Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: PolicyTech | Reviews, Pricing & Demos - SoftwareAdvice AU
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# PolicyTech

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> PolicyTech is a policy and procedure management solution from NAVEX that is suitable for all industries including healthcare, financial services, manufacturing, retail, government, energy and law enforcement.&#10;&#10;PolicyTech offers tools for creating new documents, updating important policies due to regulation changes and managing automated workflows through writers, reviewers and approvers. PolicyTech integrates with Microsoft Word, enabling users to edit documents directly in the solution using a browser-based interface.&#10;&#10;Once approved, policies are delivered directly to employees with automatic attestation tracking. The solution allows employees to access necessary documents on any mobile or tablet device with search access. Should any potential issues arise, audit-ready reporting provides insight into who has viewed the documents, which versions have they attested to having read and what score they attained on the optional quizzes created for comprehension.
> 
> Verdict: Rated **4.2/5** by 28 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.2/5** | 28 Reviews |
| Ease of Use | 4.1/5 | Based on overall reviews |
| Customer Support | 4.2/5 | Based on overall reviews |
| Value for Money | 3.5/5 | Based on overall reviews |
| Features | 3.7/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: NAVEX
- **Location**: Lake Oswego, US
- **Founded**: 2006

## Commercial Context

- **Starting Price**: USD 100.00
- **Pricing model**:  (Free Trial)
- **Pricing Details**: Contact NAVEX Global for a custom pricing plan.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Brazil, Canada, China, Germany, India, Japan, Mexico, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Approval Process Control
- Archiving & Retention
- Attestation
- Audit Management
- Audit Trail
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Corrective and Preventive Actions (CAPA)
- Document Management
- Environmental Compliance
- FDA Compliance
- HIPAA Compliant
- ISO Compliance
- Lifecycle Management
- OSHA Compliance
- Policy Creation
- Policy Library

## Integrations (2 total)

- Microsoft SharePoint
- Microsoft Word

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Compliance Software](https://www.softwareadvice.com.au/directory/4363/compliance/software)

## Related Categories

- [Compliance Software](https://www.softwareadvice.com.au/directory/4363/compliance/software)
- [Policy Management Software](https://www.softwareadvice.com.au/directory/4567/policy-management/software)

## Alternatives

1. [PowerDMS](https://www.softwareadvice.com.au/software/85400/powerdms) — 4.7/5 (517 reviews)
2. [Scrut Automation](https://www.softwareadvice.com.au/software/514978/Scrut) — 4.9/5 (138 reviews)
3. [TermsFeed](https://www.softwareadvice.com.au/software/379084/termsfeed) — 4.9/5 (53 reviews)
4. [DocTract](https://www.softwareadvice.com.au/software/193195/doctract) — 5.0/5 (46 reviews)
5. [Termly](https://www.softwareadvice.com.au/software/241795/termly) — 4.7/5 (80 reviews)

## Reviews

### "Gets the Job Done" — 4.0/5

> **Kelsey** | *2 May 2018* | Hospital & Health Care
> 
> **Pros**: I wouldn't say policytech is the top notch software to house your policies, but it definitely gets the job done. It serves its purpose for our company and it is easy to run reports to see who has not completed their assignments.
> 
> **Cons**: Only complaint would be that I wish it had more features instead of just hosing our corporate policies.

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### "Streamlined Compliance and Policy Management" — 4.0/5

> **Stacey** | *4 November 2024* | Banking | Recommendation rating: 8.0/10
> 
> **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.
> 
> Overall, the experience has been positive with effective policy management.

-----

### "No working with Safari" — 1.0/5

> **James** | *10 November 2020* | Transportation/Trucking/Railroad | Recommendation rating: 0.0/10
> 
> **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
> 
> Complete frustration

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### "Decent Policy Control Functionality" — 4.0/5

> **Verified Reviewer** | *20 November 2018* | Hospital & Health Care | Recommendation rating: 7.0/10
> 
> **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.&#10;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. &#10;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.&#10;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.
> 
> Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.

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### "P\&P Software Review" — 4.0/5

> **Dianne** | *27 January 2012*
> 
> **Pros**: Software extremely easy to work with; company frequently upgrades technology to expand features \&amp; increase ease of use; customer support is amazing - staff respond extremely fast with accurate solutions, friendly/helpful attitude \&amp; concerned follow-up; policy review reminders help us maintain up-to-date policies for general hospital operations as well as safe/efficient patient care; email feature ensures staff awareness of \&amp; compliance with new/revised policies; there are several efficient ways to search for policies - by department, by alphabetical title listing, by their status (e.g. Draft/In Review/In Approval/Approved/Archived) or by the general "Search" option, making it very easy to find policies; policy templates can be customized to the organization's preference; company took our status as a small rural hospital under consideration \&amp; worked with us to arrive at very  affordable pricing; screen-sharing for trouble-shooting \&amp; learning the software so helpful\!
> 
> **Cons**: Have experienced various "glitches" in the sytem that neither our internal IT staff nor Policy Manager Support Staff can figure out - don't know whether it's stemming from the software or developing internally from our servers.  These occurrences are not very frequent \&amp; do not render the software unusable, it's just somewhat of a nuisance.
> 
> I have recommended this company to all of the people who have been referred to me and will continue to do so as long as the product meets our needs and exceeds our expectations - which I foresee happening for a very long time.  Scott Dixon in sales was wonderful to work with from the beginning and still maintains contact with us - usually once the sales dept. in a company makes the sale, they're gone. Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance\!

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## Links

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## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/150850-PolicyTech/> |
| en-AU | <https://www.softwareadvice.com.au/software/150850/policytech> |
| en-GB | <https://www.softwareadvice.co.uk/software/150850/policytech> |
| en-IE | <https://www.softwareadvice.ie/software/150850/policytech> |
| en-NZ | <https://www.softwareadvice.co.nz/software/150850/policytech> |

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