Best Forms Automation Software

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SurveyJS is an embeddable, self-hosted, white-label form builder for teams building custom forms, surveys, questionnaires, and other data collection tools inside web applications. It runs entirely on the client and is fully compatible with all modern JavaScript frameworks, including React, Angular, and Vue. SurveyJS integrates with any backend, giving you full control over data, security, user access, deployment, and business logic. Instead of hardcoding forms, you can empower non-technical users to generate and edit JSON schema-based form configurations through a drag-and-drop form builder. Create dynamic forms with custom conditional logic, validation, multilingual support, PDF export, and analytics. Ideal for SaaS, enterprise software, HR, healthcare, fintech, and other regulated industries, SurveyJS helps teams reduce engineering effort, standardize data collection, maintain full control over data, and deliver unlimited forms that match their brand and feel native to users.

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.

Adobe Experience Manager Forms enables you to create smart, scalable, and secure forms and communications that customers can access from anywhere. With Experience Manager Forms, customers can complete forms faster with pre-filled data starting on one device and then finish on another seamlessly and without losing any information. Designed to simplify complex processes, Experience Manager Forms integrates with backend systems to enable efficient interactions that reduce manual effort and improve customer experience.

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.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

The Alpha TransForm no-code app builder lets anyone create cross-platform mobile apps. The software offers unmatched speed, power, and flexibility in the no-code segment, and doesn’t require programming knowledge. Apps can leverage smartphone features (GPS, photos, bar code scanning, audio, digital ink, etc.), and integrate with existing databases and software. Whether you’re looking to collect more accurate data or streamline workflows, Alpha TransForm lets you design, build, and deploy mobile apps with ease: - pre-built app templates you can customize - powerful analytics engine with dashboards you can customize - built-in offline operation - a programming language for adding advanced capabilities - scale-able, secure and reliable cloud deployment. Developers can use Alpha Software's complimentary low-code platform (Alpha Anywhere) which integrates with Alpha TransForm, to build more advanced mobile apps and web apps.

Alpha Anywhere is the only development platform with both low-code and no-code capabilities. Developers can rapidly create secure, cross-platform mobile and web business apps. Alpha leads in offline development, ensuring that data can be captured AND accessed (database lookups/media file retrieval) offline. A powerful bi-directional API can integrate with existing systems of record and workflows, tie into web services, and meet advanced security requirements. Offers: - pre-built templates - full-stack development - sophisticated analytics/dashboards - full-stack development - scale-able, secure, and reliable cloud deployment Professional developers and citizen developers can use the Alpha TransForm mobile forms builder to digitize paper forms in minutes. Offers offline operation, built-in analytics, and unmatched speed, power, and flexibility in the no-code segment.

Prestartr is an all-in-one operations platform for civil and mining contractors seeking to streamline workflows, control costs, and eliminate paperwork. Replacing manual timesheets, dockets, and job tracking, Prestartr automates payroll, invoicing, compliance, and work orders, significantly reducing admin time. Gain live insights into budgets, forecasting, and cost centres to improve financial control and prevent overruns. Optimise fleet utilisation through equipment tracking, proactive maintenance scheduling, and reduced downtime. Simplify safety compliance with integrated HSEQ tools, digital checklists, and audit trails. Adaptable to your unique workflows, Prestartr integrates seamlessly with your existing accounting, ERP, and telematics systems, becoming your central operational hub. Backed by local support, Prestartr helps contractors across Australia and New Zealand deliver projects efficiently and profitably.

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.

Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.

Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.

Powerful cloud BPM and Workflow Suite, made agile & friendly. Flokzu is a no-code / low-code SaaS to define and automate business processes and workflows between people, involving electronic forms. It enhances the collaboration between people who perform different tasks in an organization or team. You have in just one place every form, document or file, search through them, manage pending tasks, define alerts, and integrate with other systems, eliminating the need of complex spreadsheets and endless emails. Flokzu was a spin-off of a company with +18 years of experience in the corporate Business Process Management (BPM) world and several global awards. We felt the market needed a powerful solution on the cloud, yet simple and affordable. We wanted to democratize the technology behind process automation. We created a powerful enough tool to run complex business processes but also easy to use and show results in hours. Join +10.000 subscribed organizations from +140 countries!

eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. With our no-code development platform, you can: • Build & deploy web apps, web forms and reports • Automate simple or complex workflows • Send automated notifications and escalations • Create impressive drill down reports with data grids, graphs, & charts • Get full visibility to your workflow processes • Integrate with LDAP, databases and other 3rd party apps • Host in the Cloud or on your servers

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

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.

pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,

FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.

Device Magic is a mobile forms software and data collection app that replaces unreliable paper forms with customizable mobile forms. Build your digital forms using our simple drag-and-drop online form builder. Deliver accurate data from the field to the office in real-time. Collect data without an Internet connection using your own mobile devices. Deliver data in whatever format you choose. Integrate with the business tools you're already using, like Box, Slack, SQL, OneDrive, Zapier and more.

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.

Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.

The world's most versatile online form builder. Create Secure Forms. No Coding Required. Create surveys to capture and analyze thoughts, opinions, and feelings of your target market - to be able to make more informed decisions. Create online quizzes to measure knowledge, or as a means of segmenting your audience, and driving traffic to your website. Gather any type of information based on your requirements - be it a complex registration form, or a simple enquiry form. Securely collect payments from anywhere in the world, with funds being deposited directly into your local bank account. Effortlessly collect feedback from all verticals and accelerate your business.