Best Forms Automation Software
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Compare the Top Forms Automation Software as of November 2025
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What is Forms Automation Software?
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 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
EasySend
EasySend
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.Starting Price: Ask Sales -
3
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! -
4
Interfacing Enterprise Process Center (EPC)
Interfacing Technologies
Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!Starting Price: $10/month/user -
5
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 -
6
onPhase
onPhase
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. -
7
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 -
8
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 -
9
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
10
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 -
11
pdfFiller
pdfFiller
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 -
12
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
13
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
14
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 -
15
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 -
16
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 -
17
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 -
18
IndyForms
IndyForms
IndyForms is a user-friendly digital form and document management system designed to automate administrative tasks and eliminate paperwork, enabling businesses to operate efficiently and compliantly with ease. With an AI-powered designer, no-code builder, and template library, users can easily create and share forms – from contracts, registrations and more – to capture, manage, and analyse data. Forms can feature interactive elements like videos, incorporate legally binding e-signatures, and even collect payment, while conditional logic simplifies submissions. Collaborate with your team and external stakeholders in real time. Assign action items on forms to ensure obligations are met. Documents are securely stored and easily accessible in one unified platform, version-controlled with updates made in real time. Automated workflows handle approvals, recurring obligations, due dates, reminders and more, while users can track progress and overdue items at a glance.Starting Price: $10/Admin Licence/Month -
19
Paperless Online
Paperless Online
Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.Starting Price: $15 per user per month -
20
GovOS
GovOS
As a leading provider of government software solutions in the United States, GovOS is highly dedicated to providing governments with innovative solutions and industry-leading services that will help them deliver impactful change in their communities. From tax collection software to government licensing software to records management software and more, we want local government entities to experience a customer-centric journey with us while getting work done efficiently. Find out more about what we do today! Learn more about GovOS online civic services, business licensing, tax solutions, short term home rentals, and short-term rental management software on our website.Starting Price: $2500 per year -
21
AssureSign
Nintex
AssureSign is a pioneer of the electronic signature evolution from a corporate luxury into a fundamental business need. Branding is critical to your customers and the growth of a company. Customize your web portal your way. From your logo, to branded colors, creating a unique experience. Have multiple users, departments, or functions that need access to send documents out for signature? No problem! With AssureSign, you can have unlimited users, and can create sub accounts underneath your corporate account. Looking to get documents signed from your customers in seconds not days? Send your documents out for signature via text message and get a response back instantly! Automatically send business-critical documents and contracts for signature, send reminders, and track progress – from anywhere, on any mobile device. Dynamically create and automate documents needed for eSign.Starting Price: $20 per month -
22
SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
23
Docupilot
Flackon
Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.Starting Price: $29 per month -
24
ClauseBase
ClauseBase
Innovative software that allows lawyers and commercial teams to draft contracts in a fraction of the time it currently takes them. -
25
SCHEMA ST4
SCHEMA Group
The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system. -
26
SimpliGov
SimpliGov
SimpliGov is a platform that enables state and local governments to create intuitive, robust digital forms and workflow processes in a central, secure location. Designed specifically for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies of any type transition from laborious legacy solutions to a modern, digital framework that increases efficiency by streamlining workflow management, reducing support costs, improving public accessibility with electronic, native language forms, increasing response time with reminders and notifications, enabling dynamic document creation from a secure template builder, and providing analytics and reporting for informed decision-making. SimpliGov also offers a native electronic signature solution that integrates seamlessly and creates a connected, transparent ecosystem that is future-proof, responsive to change, and user-friendly. -
27
BlueKanGo
BlueKanGo
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 -
28
Xpertdoc
Xpertdoc Technologies Inc.
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems. -
29
Chronos Workflow Platform
Chronos Systems
Ready-to-use process automation software with build-in document management and e-signatures with timestamp solution. CWP offers an intuitive, easy and very flexible interface to create, manage and streamline all or a variety of your business processes and back-office tasks too in one web-based system. We help your business to move from paper-based or manual processing of business activities to powerful, step-by-step procedures with workflow steps delivering tasks to your To-Do list. Nowadays, it is impossible for corporations to increase their efficiency and competitiveness without streamlining and digitizing some or all their business processes. It is also critical that companies can quickly adjust their activities and policies based on the ever-changing market conditions and legal environments.Starting Price: $99 per month -
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SmartIQ
Smart Communications
Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal systems, managing risk and reducing demand for support services. The result? More customers ready to transact and less friction – from account opening to onboarding to service. If you’re not changing the way you look at forms at each point in the customer lifecycle, you are missing a huge opportunity. This eBook explores how traditional static forms are inhibiting customer engagement and illustrates how leading-edge organizations are rethinking the way they capture and confirm customer information as part of an interaction. Discover how to reimagine your customers’ journey in the context of digital transformation.