Last Updated on October 30, 2024 by Owen McGab Enaohwo
Policy management is a vital aspect of any business regardless of size, scope, or industry. Policies are the rules and guidelines that define how an organization operates, what it expects from its employees, and how it complies with legal and regulatory standards.
With effective policy management, a business can avoid many challenges, such as inefficiency, inconsistency, confusion, non-compliance, and even legal troubles, which, of course, cost you dearly if handled improperly.
This is why choosing the right policy management tool for your business is crucial. The right tool allows you to manage your policies, procedures, and regulations with ease, ensure compliance with legal and regulatory requirements, and reduce the risk of errors and inconsistencies.
This not only saves you time and resources but enhances your organization’s overall performance and reputation as well. So, if you want to stay ahead of the competition and stay compliant with the changing times, investing in an exceptional policy management tool is the way to go.
You are here because you are looking for a policy management tool to integrate into your business operations. During your search, you might have come across two popular policy management tools: DocTract and SweetProcess.
You’re conflicted about which tool might be a perfect fit because not all policy management tools are created equal. One may offer more features and benefits than the other, depending on your specific needs and preferences.
In this article, we will compare and contrast these two popular policy management tools: DocTract and SweetProcess. We will examine their features, pricing, pros and cons, and customer reviews to help you decide which is best suited for your business.
But before we get into the nitty-gritty details of these two tools, we would like to offer you a chance to take your policy management skills to the next level with our 14-day free trial at SweetProcess. If you value fair and effective policy management, you’ll find our platform invaluable and will want to continue using it long after the trial period is over. Take advantage of our free trial today and see how SweetProcess elevates your policy management game.
Now, which one of these tools is better for your business? Let’s find out by looking at their features in detail.
Table of Contents
An Overview of SweetProcess as a Policy Management Software
An Overview of DocTract as a Policy Management and Distribution Software
Customer Reviews for SweetProcess
DocTract or SweetProcess: Which Should You Choose?
An Overview of SweetProcess as a Policy Management Software
SweetProcess is a cloud-based software that offers comprehensive solutions for policy management, process documentation, and business management.
It is designed to help businesses document, manage, and streamline their policies, procedures, and processes all in one place.
While policy management is a critical aspect of any organization’s operations, SweetProcess understands that businesses need more than just a tool for managing policies.
Therefore, it positions itself as a business management software that provides solutions for various aspects of business operations.
SweetProcess helps businesses grow by providing a platform for collaboration and process optimization.
It allows businesses to document their procedures and processes, making it easier for teams to understand their roles and responsibilities, streamline their workflows, and improve productivity.
Moreover, SweetProcess recognizes that every business is unique and, therefore, offers the flexibility to tailor its features to suit the specific needs of each organization.
Whether you are a small business looking to streamline your operations or a large corporation seeking to improve compliance and governance, SweetProcess provides a customizable solution to meet your unique needs.
It goes beyond what traditional policy management tools offer by providing features that address the broader needs of businesses.
Additionally, SweetProcess offers a platform to create, share, and refine processes, master processes, manage tasks, and turn existing policies and procedures into a beautiful knowledge base for employees or clients.
How to Create a Policy Using SweetProcess
To create a policy using SweetProcess, there are two methods:
● Manual or
● Automatic with AI
Follow these steps to create a policy using SweetProcess manually:
● Begin by logging in to your SweetProcess account.
● Next, select “More” on the menu.
● Next, choose “Policies” from the list of options.
● On the next tab, click “Create Policy.”
● Add the policy title.
● Next, select the specific teams by checking the boxes beside them.
● Click “Continue” to proceed.
● When you move to the next page, tap on the “Click here to edit policy content” to add content to your newly created policy.
● Save the changes made.
● On top of that, it’s possible to include approval permissions to control access to the policy after you’re done documenting it. This is located at the top right corner.
Note: If you’re not able to approve the policy yourself, simply request approval by clicking the “Request Approval” button that will be shown on your dashboard instead.
Another way to create a policy is by using SweetAI.
● Follow the same process as outlined above, adding the policy title and assigning it to the right teams. Then select “Write with SweetAI.”
Alternatively, you can:
● Tap the “Continue” button.
● Add the policy title on the next page, and SweetAI will generate the policy.
How to Manage a Policy on SweetProcess
After creating a policy using SweetProcess, it is essential to manage it effectively.
SweetProcess offers various collaborative tools to ensure that all team members provide their input and make necessary changes to the policy.
In addition to this, the version control feature is used to review and update the policies. To view the latest policy versions, click the clock icon on the main dashboard.
To ensure effective management of policies created on SweetProcess, assign tasks to respective departments and individuals. This helps to improve policies by allowing team members to provide input and make necessary changes.
To assign tasks, simply select the “Tasks” button and choose “Assign Task” from the drop-down menu. Then, select team members and assign tasks accordingly.
An Overview of DocTract as a Policy Management and Distribution Software
DocTract is a cloud-based policy management software that serves as a comprehensive solution for organizations of all sizes. The platform is built with the understanding that policy management is a critical aspect of any organization’s operations.
Policies provide a framework for decision-making, help to ensure consistency in practices across different departments and teams, and play a crucial role in compliance with various regulations and standards.
DocTract is more than just a policy management software. It is a comprehensive solution that addresses all aspects of policy management, from creation to distribution and tracking.
DocTract is transforming the way organizations manage their policies. One of the key strengths of DocTract is its flexibility, as it will suit the specific needs of any organization regardless of its size or industry.
What’s more? DocTract offers a range of additional tools and features that enhance its functionality. These include full-text search, automation, collaboration tools, quality assurance features, and version control.
These features make it easier for administrators to create, edit, and distribute policies while ensuring they are up-to-date and compliant.
Another notable aspect of DocTract is its commitment to security. The platform is designed to safeguard all data and resources, ensuring that your policy documents are always protected. DocTract’s security features include encrypted data storage, access controls, and audit trails.
How to Document a Policy Using DocTract
Unfortunately, we couldn’t get access to DocTract as the software’s site doesn’t allow sign-ups. On top of that, we encountered some difficulties trying to get access to the software demo.
Feature-by-Feature Comparison
| Features | SweetProcess | DocTract |
| Automated Workflow | ✓ | ✓ |
| Policy Documentation | ✓ | × |
| Policy Templates | ✓ | ✓ |
| Cloud Storage | ✓ | ✓ |
| Knowledge Base | ✓ | × |
| Integrations | ✓ | ✓ |
| Compatibility | ✓ | ✓ |
| Version Control | ✓ | ✓ |
| Free Trial | ✓ | Unknown |
Automated Workflow
Workflow automation enables teams across an organization to work together more effectively to accelerate positive outcomes.
SweetProcess
SweetProcess is a platform that allows you to automate your workflows, providing a comprehensive guide to workflow automation.
The guide covers everything you need to know about making the most of your business processes, from mapping out successful workflow automation to implementing it in various departments and evaluating its effectiveness.
SweetProcess provides a detailed comparison between automated and manual workflows, highlighting why digital workflows are superior to manual ones.
By automating your workflows, you minimize errors, reduce delays, and streamline processes, resulting in increased productivity, better communication, and improved collaboration.
The platform’s guide to workflow automation is designed to help you get the most out of your business processes by providing step-by-step instructions and best practices.
Whether new to workflow automation or an experienced user, this guide helps you optimize your workflows, increase efficiency, and achieve your business goals.
DocTract
One of DocTract’s primary features is its automation framework, which streamlines processes and automates repetitive tasks. This is particularly useful in managing workflows, as it increases efficiency and productivity.
DocTract provides built-in features for collaboration, approvals, publishing, and periodic reviews to meet all your workflow needs.
These features help simplify and streamline policy management, allowing you to focus on other aspects of your business.
To learn more about how to set up automated workflows on DocTract, we recommend referring to their official documentation or reaching out to their support team for guidance.
They will provide you with detailed information on how to utilize the automation framework to its fullest potential to optimize your workflows and improve your business operations.
Version Control
Version control in policy management software is a feature that tracks and manages changes to documents, policies, and procedures over time. It allows you to see who made changes, what they were, and when they were made.
If necessary, it’s possible to revert to a previous version of a document. This ensures that your documents are always up-to-date and accurate, providing a reliable reference for your team.
Both SweetProcess and DocTract provide version control capabilities, allowing you to track highlighted changes for every change made to every procedure, process, and policy.
This means that you can roll back to any previous version of a document at any time, which is particularly useful for tracking changes to process documents over time and quickly reverting to previous versions if needed.
By providing version control capabilities, both tools ensure that your policies and procedures are always up-to-date and accurate, providing a reliable reference for your team. This feature helps to maintain consistency and compliance with legal and regulatory requirements.
Knowledge Base
A knowledge base in policy management software is essentially a centralized database where an organization’s policies and procedures are stored and managed.
It serves as a single source of truth, ensuring that all stakeholders have access to the same, most up-to-date information.
SweetProcess
SweetProcess has a comprehensive knowledge base on its website. It serves as a single solution to customer acquisition and enhanced productivity.
This knowledge base stores information in a format that is easily referred to for solutions to problems, answers to queries, and used as guides to performing an action or a series of actions.
Moreover, you can create your knowledge base with SweetProcess. It provides common help topics such as account management, API development errors, getting started guides, policies, procedures, processes, security settings, tasks, and teams.
It also provides API documentation and guides for webhooks and Zapier integration, which is very helpful for developers and businesses looking to integrate SweetProcess into their existing systems.
For example, Zen Media, a public relations firm specializing in the tech niche, struggled with a lack of operational structure and consistency in its workflow. This led to disorganization and dependence on tribal knowledge, causing issues when employees were indisposed. Stephanie Chavez, the chief marketing officer, discovered SweetProcess, which helped the organization create a standard knowledge base and streamline operations.
SweetProcess facilitated employee onboarding and training, quality control, quality assurance, and the creation of a standard knowledge base, which allowed team members to step into the shoes of an absentee colleague and continue working.
SweetProcess has become a cornerstone for Zen Media’s project management and performance measurement.
With the adoption of this policy management tool, the organization has been able to streamline its operations, scale up, and provide its team members and customers with a more efficient and effective system to work with.
Overall, the SweetProcess knowledge base is a valuable resource for anyone looking to understand and make the most of their policy management software.
DocTract
While DocTract does not have a knowledge base on its site, it offers a resource library with informative articles related to policies and policy management.
However, it is unclear whether the software is useful in creating knowledge bases for businesses.
Nonetheless, their resource library still provides valuable insights and guidance regarding policy management.
Integrations
SweetProcess
SweetProcess has a unique advantage over other policy management tools as it offers an extensive selection of integrations with over 1,000 applications.
This integration capability makes it easy to automate tasks and enhance workflows by connecting to third-party tools.
Additionally, SweetProcess has an AI feature called SweetAI, which simplifies the creation of workflows and templates, making it an adaptable tool easily incorporated into various business processes for improved productivity.
Through its broad range of integration options, SweetProcess helps businesses consolidate their processes and knowledge base into a single platform, eliminating the need for manual data transfer or the use of multiple applications.
Furthermore, SweetProcess seamlessly integrates with other preferred tools, acting as the central hub for all workflow needs and creating an efficient environment for collaboration.
DocTract
While we don’t have comprehensive information about DocTract’s integration capabilities, it is widely regarded as one of the top policy management software options available on the market.
Based on its reputation and customer reviews, it is likely that DocTract offers some integration features. However, it might not have the same level of sophistication as SweetProcess in terms of the number and variety of integrations available.
Compatibility
Both SweetProcess and DocTract are online, cloud-based solutions, which means they should be compatible with any device that has a web browser.
However, it’s always recommended to check the specific device compatibility on their official website or contact their support for more detailed information to ensure the best user experience.
Free Trial
SweetProcess
Yes, SweetProcess offers a 14-day free trial, and we allow you to sign up directly on our website. After the free trial, you will need to pay monthly or annually to continue using our tool.
Additionally, we offer lower-tier plans for teams under 20 users, for which you’ll need to contact us for more information.
It is important to note that prices and availability may be subject to change, so we recommend checking the latest information on our official website to ensure you have the most up-to-date information.
DocTract
It’s unclear whether DocTract offers a free trial, as their website does not allow for direct sign-ups. To use the software, you need to request access, which may include a demonstration or consultation.
DocTract’s website is somewhat secretive in terms of pricing and other information, such as how to implement features and how to create a policy. This may be intentional, as DocTract might be trying to target enterprise-level customers who may require a more customized solution.
If you’re interested in DocTract, we recommend reaching out to their customer support for more information on pricing and other details.
Pricing
SweetProcess
At SweetProcess, we offer a 14-day free trial that allows you to test our tool before committing to a paid plan. If you decide to continue using our tool, we offer premium options that include both monthly and yearly plans.
For a monthly plan, we charge $99 for a team with up to 20 active members, plus an additional $5 per month for each additional active member.
You save 16% on your purchase if you choose a yearly plan. The yearly plan costs $82.50 per month for a team with up to 20 active members, plus $4.17 per month for each additional active member.
If you have a team with more than 20 employees, we offer special pricing for smaller teams. Please reach out to us for more information on this.
DocTract
DocTract’s website does not display any pricing information for its software, and it’s unclear whether its pricing packages are based on the number of team members or if they offer customizable pricing options. To obtain a quote on their pricing packages, you’ll need to contact their support team using the form on their “Contact Us” page.
Unfortunately, we are unable to compare DocTract’s pricing to SweetProcess’s pricing as we do not have access to this information.
However, if you’re interested in comparing the two tools, we recommend reaching out to DocTract’s support team for information on their pricing and comparing it to SweetProcess’s pricing.
Customer Reviews for SweetProcess
At SweetProcess, we take pride in helping businesses operate safely and efficiently, especially in times of crisis. Our platform has proven to be a game changer for many companies, such as Zen Media, The Dentist off Main, King Law, and Synergy Billing.
Take The Dentist off Main, for example. Dr. Olesya Salathe and Alex Jacks, the head dentist and office manager, respectively, needed a way to streamline their operations after COVID-19 hit.
They had all their policies and documentation stored in Microsoft Word, which made things difficult for their employees.
However, after discovering SweetProcess, they were able to craft a policy on handling patients and delivering care, which employees could easily access through a centralized knowledge base.
Training and onboarding became much easier, and operations ran smoothly.
“SweetProcess is the only program I’d start a law firm with today. If you have the right procedures and you combine that with the right team, there’s nothing that may limit you to how far and wide that you may go.”
These are the words of Brian King, the managing partner at King Law. Similarly, King Law used to have policies and procedures everywhere, and everyone did things their way.
But with SweetProcess, they were able to have their policy in one place and broadcast it to all employees. This helped eliminate confusion and ensure that everyone was doing their tasks in the same way approved by the company.
The team at King Law praised our platform for helping them handle legal matters more quickly and accurately. Even Synergy Billing, a revenue cycle servicing company, benefited from SweetProcess.
They were able to standardize their documentation process, which made it easier for them to create procedures and processes more efficiently and assign tasks to team members quickly.
On G2, a free online platform that helps businesses find the right software solutions for their needs through user reviews and ratings, we received an overall rating of 4.3 out of 5 stars based on five user reviews. Our users love the easy documentation of procedures, processes, and policies, as well as the copy/paste function for visuals or pictures.
In addition, they appreciate the option to embed videos into procedures or processes, which helps onboard new hires more quickly. While we are constantly working toward making our software better each day, we believe that the benefits of SweetProcess far outweigh its minor drawbacks.
SweetProcess is an excellent tool for businesses looking to streamline their operations and improve their policy management. Our platform helps you execute tasks accurately and efficiently, even in times of crisis.
So why not give it a try and see the difference SweetProcess makes for your company?
Customer Reviews for DocTract
While DocTract doesn’t have any success story that we know of, it’s worth noting that it has received many positive reviews from different industries, which speaks to its capabilities to serve a vast range of companies. Several users have praised the product for its easy setup and usability.
One legal services administrator at a regional hospital praised DocTract for its easy setup and usability, stating that it is an excellent policy management solution. They also mentioned that DocTract provides exceptional support and follow-up.
In addition to these testimonials, DocTract has an overall rating of 5.0 out of 5 stars based on 18 user reviews on Capterra. Users have praised the product for its integration with Word and the workflow feature and have appreciated its customer service.
However, some users mentioned that the platform is very busy and has a rainbow of distracting colors. Another user mentioned that they had to convert their PDFs into Word documents.
Despite these minor issues, users have found DocTract a pleasure to work with. They believe that DocTract provides the best combination of features, flexibility, affordability, and service.
While DocTract has received positive reviews, it’s important to weigh these reviews against the needs of your specific business and evaluate whether DocTract is the right fit for your organization.
DocTract or SweetProcess: Which Should You Choose?
When it comes to policy management software, both DocTract and SweetProcess are top-notch options that have garnered praise for their user-friendly interfaces, cost-effectiveness, integration capabilities, and accessibility.
You may want to check out other policy management software options like ConvergePoint.
Meanwhile, SweetProcess stands out from the competition by offering a comprehensive solution that goes beyond policy management.
One of the key advantages of SweetProcess is its ability to empower teams to streamline their workflows, understand their roles and responsibilities, and improve their productivity by allowing businesses to document their procedures and processes.
This feature makes it easy for businesses of all sizes and industries to track and follow their processes and procedures in a tailored solution designed to meet their specific needs.
Moreover, SweetProcess recognizes that every business is unique and offers the flexibility to tailor its features to meet the specific needs of each organization. This level of customization makes SweetProcess a highly accessible tool that allows businesses to easily access it from any web browser.
In contrast, DocTract requires users to request a demo, which is a bit of a hassle. Additionally, SweetProcess has been recognized as one of the best process mapping software and tools in 2023, making it an excellent choice for businesses looking to boost their operations.
DocTract and SweetProcess are both excellent options. However, SweetProcess is the way to go for businesses looking for a complete solution to transform their operations. With its range of features, accessibility, and customization options, SweetProcess is the perfect tool to help businesses streamline their workflows and optimize their productivity.
Conclusion
Looking for an easy-to-use policy management software to streamline your business procedures? SweetProcess offers a user-friendly interface and a range of features to enhance your operations.
With a 14-day free trial and integration capabilities with over 1,000 applications through Zapier, there’s no better time to give SweetProcess a try.
Sign up now and start optimizing your productivity.
And the best part? No credit card is needed, and you are free to cancel anytime. Click here to start it for free.
