Best Forms Automation Software in Canada
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Compare the Top Forms Automation Software in Canada as of October 2026
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What is Forms Automation Software in Canada?
Forms automation software is a type of software used to streamline various organizational processes. It can help automate the creation and distribution of forms, as well as the collection and analysis of data from those forms. It typically includes features such as search capabilities, integration with other systems, automated notifications, and customizable templates. These tools can help organizations save time and money by reducing manual tasks associated with form processing. Compare and read user reviews of the best Forms Automation software in Canada currently available using the table below. This list is updated regularly.
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1
Expedience Software
Expedience Software
Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! -
2
Titan
Titan
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.Starting Price: $150 per month -
3
Interfacing Integrated Management System (IMS)
Interfacing Technologies Corporation
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.Starting Price: $10/month/user -
4
Jotform
Jotform
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.Starting Price: $34 per month -
5
Connecteam
Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.Starting Price: $29 for up to 30 users -
6
Process Street
Process Street
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.Starting Price: $1500/month -
7
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.Starting Price: $500/month -
8
Docubee
Docubee
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.Starting Price: $9 per month -
9
Formplus
Formplus
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.Starting Price: $25.00/month -
10
Square 9
Square 9
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.Starting Price: $50/month/user -
11
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
12
Adobe PDF Library SDK
Datalogics Inc.
Adobe PDF Library is the only commercial PDF SDK built on Adobe Acrobat's own core engine, delivering the same rendering accuracy, PDF spec coverage, and behavior as Acrobat itself. Available in Modern C++, Adobe C/C++, .NET, .NET Framework, and Java, and supported on Windows, macOS, and Linux. Create, edit, merge, split, annotate, and watermark PDFs programmatically; convert to and from Word, Excel, PowerPoint, PDF/A, PDF/X, and more; add OCR, digital signatures, redaction, and encryption; and process AcroForms and XFA forms. SOC 2 Type 2 compliant, with a 91% customer retention rate among enterprise users. For enterprise deployment, the pdfRest API Toolkit Container packages this technology as a self hosted REST API for on premises, private cloud, or hybrid environments. Datalogics also offers Scout, an AI assistant, and an MCP server so teams can bring PDF capabilities into AI powered workflows.Starting Price: $5,999 -
13
Integrify
Integrify
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 ManagerStarting Price: $30/mo/user -
14
pdfFiller
airSlate
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.Starting Price: $8.00/month/user -
15
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
16
Gavel
Gavel.io
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.Starting Price: $83 per month -
17
altaFlow
airSlate
altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.Starting Price: $399/month -
18
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
19
GoFormz
GoFormz
Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or requestStarting Price: Free -
20
Kizeo Forms
Kizeo
Kizeo Forms turns field operations into reliable, actionable data — without paperwork or manual re-entry. Your teams capture information faster on mobile, even offline, using tailor-made forms (photos, signatures, geolocation, lists, calculations…). And once a report is submitted, everything happens automatically: reports, approvals, notifications, updates to your business tools. The result: more efficient field teams, a better-informed head office, and faster decision-making. Kizeo Forms — the connected, custom-built field app With Kizeo Forms, you can: Easily collect field data, even offline Use AI-assisted input by voice or photo Connect your data to your business tools (CRM, ERP, email, storage, and more) Automate the sending of reports, documents, approvals, etc. Analyse and monitor your activity with dashboards that are always up to dateStarting Price: 18$/month/user -
21
AirManual
AirManual
With AirManual, it's easy to document your processes and onboarding. Document your processes, training and onboarding: - A super user-friendly tool combined with free consulting: we'll help you to prioritize and address your biggest challenges. - As a result, our customers are freeing up time, improving quality, growing faster, and enjoying longer holidays. A home for processes, documentation and training: - Make it easy for your team to find documentation and solve their own problems. AirManual works for every team: - Perfect for HR, Sales, Marketing, Operations, Finance, R&D, IT, Legal, Data Security, and every other team! - Start in the area that needs it most, and know that you can scale it up when you're ready. Say goodbye to stale documentation: - It's easy to review usage, get feedback, and empower your team to make improvements.Starting Price: $79 per month -
22
Cognidox
Cognidox Ltd
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.Starting Price: £10 p/user -
23
GoCanvas
GoCanvas
Eliminate expensive and inefficient paper forms and save more time with customizable mobile forms from GoCanvas. GoCanvas is a cloud-based mobile platform that enables businesses to replaced outdated processes and automate how work is done. With GoCanvas mobile apps, organizations and their field workers can quickly collect information using their mobile devices, share that information, and easily send data back to the office so that business keeps moving. GoCanvas also offers businesses access to tools such as barcode scanning, image capture, mobile payments, GPS, and e-signatures.Starting Price: $30.00/month/user -
24
iPEGS
iPEGS
iPEGS helps individuals, businesses, and organisations to Go Paperless via electronic forms and app forms. Customers, Clients, and Employees can easily access, complete, and submit forms on any device. If you don't have an Internet Connection there is no problem - forms can be completed remotely or face-to-face since the iPEGS Form Apps work offline. No more bad handwriting, no more missing information, and no more delays. iPEGS helps reduce paper usage, improve efficiency, and save time. Go paperless today with iPEGS! iPEGS Remote has been designed to be very flexible – send forms electronically to be completed remotely on any device. Send forms via email, SMS, Whatsapp, Messenger and add forms to your website, social media or complete forms face-to-face.iPEGS Direct has been designed for Offline Use and is a Tablet Only App product. It is ideal for workers out in the field with limited connectivity or for use with forms that need to be edited on an ongoing basis.Starting Price: £12.00 per month -
25
Hygraph
Hygraph
Hygraph is the first native GraphQL Headless Content Management System (CMS), enabling over 40,000 teams across the world to rapidly build and deliver tomorrow's omnichannel digital experiences at scale. Hygraph is designed for building a hosted GraphQL backend that provides the tools needed for modern content management and distribution. GraphCMS is used across several solutions like websites, localization, portals, applications, and platforms, - by companies like Telenor, BioCentury, Unilever, and Shure, - to deliver state-of-the-art solutions, and minimize costs when bringing cross-platform applications to market.Starting Price: Free -
26
Ultradox
floreysoft
With Ultradox you can automate tedious tasks and create your own business applications without hiring a team of developers. The unique combination of workflow and template engine allows you to combine, send and print documents, generate websites or send response emails as part of your process. In addition to automations that run in the background, like creating and sending weekly reports, you can also create interactive apps that engage multiple users, like approval flows. Share your app with your users or colleagues directly from Google Drive. Published apps follow material design guidelines and play well on both desktop and mobile devices. Ultradox has been created to allow people with or without coding skills to create applications. It's amazing to see what users with no coding experience have created.Starting Price: $29 per user per month -
27
Miracle Mobile Forms
Miracle Mobile
Miracle Mobile Forms is a mobile forms solution which empowers enterprises to quickly convert traditional paper forms into mobile forms and checklists. The drag-and-drop form designer enables the quick creation of custom mobile forms without writing a single line of code. Form designers can easily integrate business systems and services such as Azure Active Directory, SQL, and Dropbox. They can also enhance the functionality of their forms with business logic and device management capabilities. Complementing the form designer is an intuitive mobile forms app which is easy-to-use and fully functional even while offline. With an ever growing list of integrations to add, form submissions can be sent directly to data stores, business intelligence apps, and other business systems.Starting Price: $25.00/month/user -
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HelloWorks
HelloSign
Ditch the PDF with mobile-friendly forms. Turn PDFs into Mobile Friendly Forms and triple your completion rates. HelloWorks is an eSignature solution designed for mobile. Transform clunky PDFs into a simple, guided experience - no pinching, no zooming, no headache. Easily download bulk form data in a CSV or use our API to directly import it into your system of choice for storage and analysis. Our eSignatures are SOCII and GDPR compliant, and come with court-admissible audit trails. Our eSignatures are reimagined for the world of mobile, providing signers with an intuitive, mobile-friendly process to fill out and sign documents. Combine tools like conditional logic, data validation and form mapping to streamline the form-filling process while minimizing duplicate or incorrect data entry. Complete with pre-built and custom templates, a no-code builder, interactive previews and team sharing so you can spend more time sending and less time building.Starting Price: $299 per month -
29
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
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Dedoco
Dedoco
No-store proposition with anti tampering features and authentication for added document security. Save time by connecting your document workflow & processes to leading platforms and custom apps. A customisable solution that allows a flexible and agile integration with your system to kickstart your digital document journey. Save time by connecting your document workflow & processes to leading platforms and custom app. Create, store and record digital signatures for all your document transactions with powerful APIs designed to help you digitalise your document signing process. Our platform supports various signing capturing inputs such as doodle , type or uploading an image signature. Electronic and digital signature captured through Dedoco complies with most jurisdiction.Starting Price: $15 per user per month
