Best Forms Automation Software

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

Interfacing enables organizations to digitize paper and manual forms using configurable low-code eForms connected to business processes and workflows. Forms can capture structured data, apply business rules, trigger approvals and actions, assign tasks and integrate with other enterprise information. AI-assisted capabilities can also help accelerate form creation. Forms remain connected to governed processes, roles, documents and records, supporting traceability and more consistent operational execution.

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

iTacit is a frontline workforce platform that connects training, compliance, communication, and day-to-day processes in one mobile-first system. Give frontline employees easy access to the training, policies, procedures, forms, checklists, and information they need to do their jobs, wherever the work happens. Leaders gain greater visibility into completion, certifications, compliance records, and work happening across teams, locations, and shifts. With iTacit, organizations can digitize onboarding and frontline training, manage recurring and role-based learning, track certifications and training requirements, deliver mobile SOPs and policies, and replace paper forms and checklists with connected digital workflows. iTacit also helps teams manage safety and compliance processes including inspections, incident reporting and follow-up, corrective actions, audits, JSA/JHA workflows, and other field processes. Training, documentation, assigned actions, and records stay connected, making it easier to see what has been completed, what needs attention, and whether required follow-up has happened. For organizations managing large, distributed, or deskless workforces, iTacit brings the tools employees use and the visibility leaders need into one platform. Reduce disconnected systems and manual tracking, strengthen compliance, simplify frontline training, and give employees a better way to access information and complete required work from the field.

flowdit is a no-code platform for inspections, audits, digital checklists and work instructions in industry and manufacturing. As a connected worker solution, it is built for plant managers, quality teams, commissioning engineers and project leads who want to take inspections off paper and Excel. Templates are built without code or imported from Excel, Word or PDF with AI. Inspectors work on mobile devices, even offline, record measurements with tolerances, add photos or video and sign off on the device. Work instructions open at each step. When a check fails, the inspector assigns a corrective action with an owner and a due date. Reminders run until it is closed, and the report is created during the inspection. Typical uses include quality inspections, audits, EHS, maintenance rounds and commissioning with FAT and SAT. flowdit connects to SAP, other ERP systems and IoT platforms via REST API, runs in the cloud or on-premise, and offers a free plan for a single user.

Zealous is a multiple award-winning contest management solution! Save days of time and achieve peace of mind. Our platform is custom-built to dramatically reduce the amount of work required for administrators, judges and candidates. Automate your entire project with one platform to take submissions, make submissions and judge submissions. Customise your project to allow candidates to upload images, text, videos, documents, 3D models and much more. Automated emails are sent to candidates and judges at every step of the journey so everyone knows exactly what they are doing. If you're looking for the best contest software in the UK, look no further! Features: Contest Management | Entry Collection | Customisable Forms (Upload Any Type Of Content) | Accept Payments | Automated Emails | Anonymous Judging | Schedules & Multiple Round Publishing | Secure Data | Downloadable PDFs | Bulk Processing | Blind Judging | Judging Management | Custom Category Scoring

Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager

Bindy is a cloud-powered app to automate ✔️ audits, 🗓️ tasks and 📣 communication for retail and hospitality. Deploy and verify brand standards, tasks, and corrective actions to your sites with ease. Get real-time reports, signatures, videos, and photo verifications.

DIGI CLIP is a mobile forms, digital checklist, and inspection software designed to help businesses streamline safety, compliance, and operational workflows. Built for field teams, DIGI CLIP enables workers to complete inspections, audits, and reports directly from a smartphone or tablet, with data securely stored in the cloud for real-time visibility and reporting. Organisations can quickly deploy pre-built or customisable digital checklists for vehicles, equipment, facilities, and workplace safety. The platform supports structured data capture using checkboxes, dropdowns, required fields, photo evidence, and digital signatures, ensuring accurate, consistent, and audit-ready records across operations. DIGI CLIP includes a powerful Safety Tracker module that supports incident, hazard, and quality non-conformance management through pre-built reporting and investigation templates, while enabling corrective actions to be tracked through to completion via the integrated Action Log.

Mobile app and complete solution for auditing & inspections. Increase your standards and quality scores the most efficient way! Conduct mobile audits and inspections on your favorite device, even offline, with digital checklists, photos, signatures, annotations. With each inspection, automatically generate detailed, engaging and informative PDF reports that reflect your brand. Close the loop with corrective actions. With our advanced analytics dashboard, gain unprecedented insights into your operations and maximize your ROI.

Cognidox is an online document management system for high-tech, medical device and life sciences product development sectors. Available in the cloud or as an on-premise solution, Cognidox promotes better product lifecycle management and knowledge transfer from developers to clients, partners, and customers. Secure and reliable, Cognidox provides plug-ins for various programs such as Microsoft Office, and we also offer a robust API so that you can integrate almost any process with Cognidox In addition to the core function as a DMS, an add-on for Cognidox also offers a way of allowing licensing and distribution of documents to third parties via fully sandboxed site so you have the power to publish specific documents whilst keeping your main storage secure. Another popular add-on is the gBMS - graphical Business Management System, Use Visio to easily capture your business processes, a good BMS should give you clear oversight of your entire operation.

TrueContext powers productivity from operations to insights with an intelligent field service workflow platform. The world’s largest, most complex, and most asset-intensive operations run on TrueContext to deliver the future of field service today — from accurate job guidance and purposeful data collection to deep analytics that drive action and impact. Over 100,000 users across medical device, oil and gas, and industrial equipment rely on our no-code platform and turnkey solutions to perform flawlessly, see clearly, and act decisively in the field.

Create your own checklists! Quickly create templates for inspections, maintenance, reports, and audits. Effortlessly. With no programming knowledge needed. Publish these on a range of different tablets and devices. With first audit, you can create checklists for inspections, maintenance, maintenance checks, logs, surveys and more. The checklist app can be flexibly transferred and used whatever your industry. All of which effortlessly. Paperless! The first audit portal allows you to create your checklists, audits, and forms in the web browser easily and quickly without any programming knowledge. These checklists can be assigned to the various tablets via the order management function. Whether it is iOS, Android or Windows, mixed platforms and devices are possible. All the information you enter into the checklist app can be comprehensively evaluated in our firstaudit portal or transferred to your own system and business processes.

MoreApp is an application that provides you with a tool to get rid of paperwork, save time, and reduce costs, paper usage and waste. With the MoreApp Form Builder you can easily build any type of digital form. You can fill in forms you created by using the app or the webclient. If you're interested in downloading the app, it's available on both iOS and Android. Add photo’s, signatures, checkboxes and many more other widgets. MoreApp provides you with custom PDF reports which you will receive by email. Thanks to the offline function, data can be gathered on location without an internet connection. In the Offline mode, data will be saved locally and sent to the database once the device is connected to an internet connection.

IntouchCheck® is a digital checklist and inspection software that helps multi-location businesses simplify audits and strengthen operational consistency. By moving inspections to mobile, it gives teams real-time access, automated tracking, and instant follow-ups so nothing slips through the cracks With IntouchCheck®, businesses can track daily processes, monitor health and safety protocols, and verify that brand standards are being met across every site. Leaders gain visibility into everything from property conditions and compliance checks to service calls, driver logs, and incident reports. Key features include: ● Mobile access with real-time results and tracking ● Automated corrective actions triggered instantly ● Dynamic workflows that strengthen accountability and consistency ● Advanced analytics to uncover trends and prioritize improvements ● Customizable templates for audits, safety checks, and brand standards ● Enterprise rollups for visibility across all locations

ePACT provides recreation organizations with an easy-to-use system to collect and manage critical participant information, minimize risk and liability with HIPAA compliance, and control authorized user access. Families use their Private Personal Emergency Record™ to securely store data online and share this with their connected organizations, saving time over paper forms and ensuring medical and emergency information is always up-to-date. ePACT has the same standards as online banks, using the highest level of encryption to protect family data, while also providing staff with a secure Mobile App to access records on the go, even without an internet connection.

Smart Field Forms offers a flexible solution that could be configured for many industries. Industries that require management of a field force and field assets or simply have to move to a paperless solution could take an advantage of the features offered by our platform. Asset and Work Order management features will simplify the maintenance and improve the availability and revenues of solar installations. Receive real-time maintenance reports. Dispatch work orders to field teams. Maintain wind turbines with Asset registry and Work Orders. Schedule preventive maintenance. Respond to inspection reports by dispatching tasks to your field teams. Perform site, vehicle, and equipment inspections. Track incident reports. Record photo and location of inspection and incident reports. Schedule preventive maintenance.

A secure and efficient solution to save all your reports online, instead of thousands of papers. Report field events quickly and securely with the 1st incident app. Forget about the old paper reports that you have to keep in a binder. Think of how simple lift would be if all of your forms were on the web or on your mobile device, all in one easy place. That’s what 1st Incident Reporting brings to the table. An incident may be started in the field but, it is the way you react and respond to an incident that is important to your organizations business process. 1st Incident Reporting gives you the tools to ensure you never miss and important field event. Efficient data analysis is the final step in an incidents lifecycle. Generate actionable reports to indentify problem areas in your day to day operations and ensure your employees safety.

Digitize your processes. Security. Environment. Quality. Hygiene. Of Business. Centralize. Simplify. Automate. One tool to manage everything. For a sustainable performance of your organization. The performance and safety of an organization is based on automated processes. BlueKanGo is the digital EHSQ solution to manage them. Whether you are looking to address societal and environmental issues, minimize your risks, improve your operational excellence, rely on the solution approved by more than 3500 customers for more than 18 years. Digitize your Quality, EHS and more processes. Quality & audits management. Health and Safety of employees. Environment. CMMS & inspection. Certification, Standards. Corporate Social Responsibility (CSR). Regulatory Watch. Strategic Planning. 6 differences that are our key strength. With more than 18 years of existence, BlueKanGo is the SaaS platform that has no limits but your imagination. An innovative, scalable and all-inclusive solution

Inspect Point helps you perform more inspections, win more contracts, and grow your inspection business to new heights. Ditch the pen and paper! Built-in NFPA forms help you save time and comply with the latest NFPA inspection requirements. Optimized for: NFPA 10, NFPA 13, NFPA 20, NFPA 25, NFPA 72, NFPA 80 and many more! Provide your client with branded inspection reports, document deficiencies, schedule follow-ups, and more. Inspect Point has the tools you need to grow your inspection business. With the click of a button, Inspect Point gives you the ability to instantly generate professionally branded inspection reports that display your company contact information and logo, along with the building and contact information of the inspected building. This process not only removes paper and duplicated efforts from the equation, but increases the opportunity to get paid sooner by getting final inspection reports out the door faster.

Compliance software that drives operations. Improve safety and increase accuracy with the top mobile audit and inspection platform for teams trusted by Walmart, Wendy’s, and Fannie Mae. Upgrade your paper, Excel, and digital processes to the #1 field management platform for teams. FORM OpX combines advanced data collection and configurable workflows with powerful operational insights to boost compliance in real-time. Configure audits, inspections, and workflows to ensure teams consistently follow procedures and meet regulatory obligations. Capture data instantly with digital forms that guide teams to the right action. Configure automated alerts and escalations to trigger corrective action as soon as issues arise. Save time and money with customizable workflows that improve processes and increase compliance — everywhere.

Modern Credentialing and Enrollment Software EddyCore is a self-service, cloud-based software for credentialing, privileging, and enrollment. We provide best-in-class software and services that assist both healthcare organizations and providers, saving valuable time and resources. Integrated with EddyOne to allow for seamless collection of provider data. Industry-leading implementation speed with services to simplify your transition. Delegate verification and enrollment tasks while tracking action items in real-time. No modules. No feature limitations. Get the full power of Eddy right out of the box. Create unlimited non-provider accounts with no additional fees. Run numerous primary source verifications with the click of a button. EddyCore was designed by credentialing and enrollment experts to make life easier for anyone responsible for managing provider credentialing and enrollment.

Automate the lifecycle of a survey from creation to completion using the most fully featured and configurable survey management platform available. Setting the standard for data collection driven by machine learning and artificial intelligence. Build a robust data warehouse that can be reported and mined against. Loss Control 360 is the hub connecting insurance core systems, vendor survey firms, and InsurTech companies to transform global industry workflow. Automatically apply labels, identify common hazards, extract text and suggest recommendations. Loss Control 360’s Client Portal Module allows insureds and agents to interact with a configurable online portal that provides real-time data related to policies. This interactivity gives you and your clients the ability to have controlled transparency into all aspects of loss control surveys, service, impairments, location management, and recommendation compliance.

Euronovate's mission is to enable the digital transformation of its customers. Digital transformation has become the ultimate challenge because impacts not only the industry structure and the strategic positioning, but a whole organization throughtout all its levels and his final customers. With an extensive experience in understanding the digital economy, Euronovate is strategically placed to help clients to deliver better products, services and business processes through digitalization. Our new digital and user friendly electronic identification from ID Card to most natural and secure remote identification and on boarding. Scanning documents presented by customers. (statements, id cards, salary certificate, etc.) through any input instruments (scanners, webcams, etc.) and information indexing using OCR. Digital signature process management including deferred multichannel signature. Transform the physical warehouse in a digital long term storage.

intely’s simple and straightforward user interface makes it easy for users to navigate. Users can make complex technical requests without having to use technical codes. intely integrates all the data from all the systems you use, so you will have access to the data you need, anytime, anywhere. Using our pre-built templates, new solutions can be efficiently implemented. With intely’s state of the art solutions, you can easily have access to comprehensive and structured healthcare data whenever you need it. With our user-friendly interface, you can easily create your own forms, quizzes, and surveys. Easily connect with other applications and power up your workflows. Connecting with your audience shouldn’t be difficult or cost you a fortune. Match it to your brand and automatically send it to recipients or embed it on directly on your site. Forget the manual work during outreach and data capture.