Policy & procedure management

Policies your team will actually follow.

Author, approve, publish, and track every policy and procedure from one source of truth — with the version history, acknowledgments, and audit trail that compliance teams and auditors ask for.

The full policy lifecycle, in one place.

From first draft to signed acknowledgment, every step is tracked and every version is kept.

1

Author & import

A clean rich-text editor with automatic versioning. Bring existing policies in from Word and PDF.

2

Approve

Configurable, sequential approval workflows with quorum rules and out-of-office delegation.

3

Publish

A searchable, nested library that is the single source of truth — everyone sees the current version.

4

Acknowledge

Capture employee sign-offs with deadlines and automatic reminders. Know exactly who has read what.

5

Audit

An immutable log of every change and sign-off, exportable to your SIEM when the auditor asks.

6

Integrate

Microsoft Entra ID single sign-on and admin MFA. Hosted on Microsoft Azure.

Built for organizations that get audited.

PolicyPen grew out of Streamline Technical's managed-IT work with regulated manufacturers, community financial institutions, schools, and churches across the Southeast.

  • Regulated manufacturers maintaining ISO 9001 and customer-required quality procedures
  • Community banks and lenders keeping board-approved policies current and acknowledged
  • Schools, churches, and nonprofits that need a defensible record of who agreed to what
  • Any team tired of policies living in a shared drive nobody reads

Interested? Let's talk pricing.

PolicyPen is priced per seat and sold directly by Streamline Technical, so we can scope it to your organization instead of handing you a generic tier. Send us a note with roughly how many people would use it and we'll reply with a quote and a walkthrough.

Get a quote

Email us and we'll come back with pricing for your team size.

support@streamlinetechnical.com

or call 706-770-4190