Best Forms Automation Software

Compare the Top Forms Automation Software as of December 2025

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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    Expedience Software

    Expedience Software

    Expedience Software

    Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!
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    EasySend

    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.
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  • 3
    Titan

    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!
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    Starting Price: $12 per month
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  • 4
    Interfacing Integrated Management System (IMS)

    Interfacing Integrated Management System (IMS)

    Interfacing Technologies Corporation

    Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.
    Starting Price: $10/month/user
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  • 5
    onPhase

    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.
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    Jotform

    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.
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    Starting Price: $34 per month
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    Connecteam

    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.
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    Starting Price: $29 for up to 30 users
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    Process Street

    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
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    Square 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.
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    Starting Price: $50/month/user
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    ThinkAutomation

    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’.
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    Starting Price: $2,700/year
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    UnForm

    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
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    Docubee

    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
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    Formplus

    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.
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    Starting Price: $25.00/month
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    Adobe PDF Library SDK

    Adobe PDF Library SDK

    Datalogics Inc.

    Developers rely on Datalogics to provide the most comprehensive PDF SDKs in the industry. We are SOC 2 Type 2 certified. Global OEMs, SaaS and enterprise end-users rely on Adobe PDF Library to automate the creation, editing and management of PDFs. An Adobe partner, our SDK uses the same source code as Acrobat for stability, reliability and quality results. Flexible programming language and platform options include .NET, .NET Framework, Java and C/C++ on Windows, Linux, MacOS; NuGet & Maven; pdfRest API Toolkit Container option. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Free trial with proof of concept support, join us on Discord or use our AI assistant for help, or set up a time to talk to one of our engineers about your project. Our expertise and support is the reason we have a 91% customer retention rate.
    Starting Price: $5,999
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    pdfFiller

    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
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    Nintex Process Platform
    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.
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    Gavel

    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
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    airSlate WorkFlow
    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
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    TemplatesGo

    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.
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    GoFormz

    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 request
    Starting Price: Free
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    BIStrainer

    BIStrainer

    BIS Safety Software

    BIS Safety Software offers learning & compliance software for EH&S professionals, including a learning management system, training matrix, classroom calendar, and much more. BIS also offers digital forms for site audits, incident reports, and many other form-based tasks.
    Starting Price: $0.50/month/user
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    Kizeo Forms
    Kizeo Forms is a powerful, intuitive mobile data collection app designed to streamline business processes across industries like construction, real estate, and healthcare. Create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms with text, photos, GPS, signatures, and more. Offline Functionality: Collect data without internet access and sync later. Real-time Data Sharing: Instantly share data with your team and back-office systems. Advanced Integration: Integrate with Google Sheets, Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows, generate reports, and trigger email notifications. Secure and Compliant: Protect your data with advanced security features and industry-standard compliance.
    Starting Price: 15$/month/user
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    AirManual

    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
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    Cognidox

    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
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    GoCanvas

    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
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    Hygraph

    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
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    Ultradox

    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
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    Miracle Mobile Forms

    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

    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
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    Portal

    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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