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Forms Automation Software - Page 5

Last updated: April 2026

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269 software options

Paperless Forms logo

Audit-ready. Always.

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Paperless Forms digitizes your existing forms, standardizes data collection, and gives you instant access to your records during audits.

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Upvio logo

Remote vitals in 30 seconds from a camera.

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Vitals AI turns a 30-second camera face scan into 20+ vital and risk markers, with template-based scans, secure link sharing, and enterprise-ready deployment.

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Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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Workyard logo

Track time, jobs, and crews with GPS precision.

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Workyard automates field data capture by triggering digital forms based on worker actions—like clocking in or completing a job. Use Smart Forms to collect safety checklists, inspections, or logs, and store everything with time stamps and project context.

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Flowfinity logo

Create, automate and integrate custom business process apps.

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No-code application configuration toolset that empowers business analysts to deliver solutions in rapid dev cycles. Our intuitive platform combines a web-based app editor, SQL database, interactive dashboards, advanced mobile data collection, process automations and simple, reliable integrations.

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IntakeQ logo

Web-based intake forms management software

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IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments

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Docubee logo

Intelligent Contract Automation

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OnTask Allows you to go beyond building a form. Build or convert your existing forms and prepare them to be routed, completed, digitally signed and approved. From anywhere on any device, OnTask makes form automation simple for the organization and the user.

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Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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Etrieve logo

Enterprise content management software

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Etrieve is an enterprise content management software that helps businesses eliminate paper to save time and money and reduce errors ensuring the best student, staff, and faculty experience.

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Ideagen Smartforms logo

Build secure mobile forms and applications

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Mi-Corporation's Mobile Impact Platform makes it easy for businesses to collect data through digital forms on mobile and desktop devices.

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Formaloo logo

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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Woorise logo

Contest management solution

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Automate workflows using conditional logic, instant notifications, and partial entry capture. Connect to marketing apps or CRMs via integrations or Zapier to sync leads and trigger follow-ups, saving time while ensuring accurate, GDPR-compliant data management.

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Groupe.io logo

Employee app for internal communication & process automation

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Digitize all your forms, checklists, and workflows without coding and easily distribute them to employees by role, department, location, etc. with Groupe.io, an all-in-one platform that connects all employees, from HQ to the frontline. Analyze and improve with rich data analytics.

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Paperless logo

Automated workflows instead of paperwork.

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Paperless lets you create, manage and integrate legally binding documents and dynamic forms in no time.

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Knackly logo

Document automation software for law firms

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Knackly is a document automation software designed to help law firms manage client intake processes, securely store files, and more using various tools. Customers can fill out information related to personal details, assets, accounts, brokerage, and miscellaneous items on an online platform.

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

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In a single platform, it combines the tools to automate processes (BPMS) with customized forms, manage customer relationships (CRM) and services (Service Desk), launch service portals, manage documents and content (ECM), monitor indicators and goals (Analytics), and more.

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CloudSign logo

Cloud-based digital signature software

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CloudSign is an electronic signature solution that allows users to manage and store various business documents such as contracts, purchase orders, invoices, and more. CloudSign's features include secure storage, electronic signatures, and integration with popular business software like Microsoft Teams and Salesforce.

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ExpiWell logo

Cloud-based forms automation tool for researchers.

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ExpiWell is a cloud-based forms automation solution that helps conduct mobile surveys via real-time data collection, collaboration tools, participant engagement, and more. With ExpiWell's mobile application, users can send questions to participants through push notifications and choose from various question types, including multimedia options like video, audio, and image data.

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Cloud Assess logo

Build Skills. Prove Competence. Stay Compliant.

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Cloud Assess digitises training and compliance with smart forms, automation, and paperless skills verification - scalable for businesses and training providers.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Digioh logo

Customizable web forms that integrate with your stack

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Digioh's drag-and-drop form builder allows you to create targeted and personalized web forms that integrate with your marketing stack. 400+ built-in and custom integrations (including Salesforce Marketing Cloud, Commerce Cloud, Sales Cloud, and many more).

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SmartIQ logo

Guided Forms, Doc-Gen, Workflow, Integrations | Next-Gen CCM

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Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and acquisition. The custom form builder lets users collect information for loan applications, claims, and other documents, streamlining cross-channel interaction across pipelines.

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Fulcrum logo

Fulcrum – built for the field, elevated by AI.

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Fulcrum is a field-first SaaS platform that automates field data collection and inspections. It streamlines workflows, integrates with GIS, and uses AI-powered tools like FastFill to boost accuracy and efficiency. Trusted globally, Fulcrum helps teams work smarter and drive digital transformation.

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Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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