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Forms Automation Software

Last updated: April 2026

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17 software options

Dokmee Capture logo

Dokmee Capture

Document scanning software for small to midsize businesses

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Dokmee Capture is a document management software designed to help scanning departments in large corporations, scanning service bureaus, and other organizations streamline document conversion operations.

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FillFaster logo

Get Your Forms Signed. Faster.

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FillFaster allows you to easily share PDF forms, collect digital signatures, and streamline your workflows, receive submissions via email, webhook, CRM and more. They offer free API and no-code tool integrations to help automate and streamline workflows.

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Shadow Forms logo

Cloud-based forms automation tool to digitalise paper forms.

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Shadow Forms is a cloud-based forms automation solution for digitalizing paper forms on a centralized interface. The platform enables users to convert paper forms into digital formats via document conversion, storage, and tracking. Shadow Forms also allows users to store their digital forms in the cloud and track their status for a unified dashboard. Key features include mobile access, automated form filling, search/filter, and more.

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Simple Notion Forms logo

Create beautiful Notion Forms. Embed forms in Notion.

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Notion Forms by Simple.ink: embed, edit and collect answers, all within Notion

You don't want to spend minutes setting up your form. Spend seconds, with Simple Notion Forms: see what it really means to iterate faster.

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CaseManager logo

Customizable contact center solution for excellence

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A customizable contact center solution that streamlines operations by enabling team creation, case segmentation, custom fields, field read/write access, automated workflows, flexible document generation, reporting, and enhanced customer engagements, available on-premise or in the cloud.

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SurveyJS logo

JavaScript Form Builder — Simplify forms. Secure your data.

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SurveyJS is a product family of client-side UI components that simplify data collection in your JavaScript application. Create and style dynamic JSON-based forms using a self-hosted form builder that features a CSS theme editor and GUI for conditional rules and form branching.

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FileChucker logo

File management solution for website uploading.

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FileChucker is a file management solution that helps businesses upload and download files on their website. It offers an intuitive upload form, allowing users to add extra fields, create subfolders, limit file size and quantity, implement password protection, and enable email notifications. FileChucker provides a progress bar and detailed statistics that helps bypass any PHP upload size restrictions for large uploads.

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SilverBlaze Customer Portal logo

Self-Service customer portal solution to build relationships

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The Silverblaze Customer Portal is a self-service web portal that integrates billing, online payments and service alerts into a single web portal. The solution provides customers with self-help tools to manage their utilities, reducing call valume and monitoring portal usage. Additionally, the system allows users to maintain relationships with customers through push notifications that deliver regular updates on upcoming payments, service outages and 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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Breely logo

Automate customer interactions.

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Breely is a powerful and flexible customer interaction manager that makes it easy for service-based businesses to build the exact scheduler, forms, and customer messaging they need. Breely's intuitive interface and customizable blocks allow businesses to tailor the platform to their unique needs, from scheduling appointments and collecting client information to automating workflows and engaging with clients.

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Datapolis Process System logo

Datapolis Process System; Business Process Management;

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Datapolis Process System - a user-friendly tool to map & manage complex process in SharePoint 2013/16/19. Hundreds out of box activities. Multiple tasks automation. Clear process diagram. Easy process change & customization. Compilation of distributed data. Integrates with external systems (SAP eg).

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Agilysys DataMagine logo

Document management software to scan, index & store records

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Agilysys DataMagine helps businesses manage the scanning, indexing, archiving, storing, and retrieving of online documents. Users can manage various accounts payable processes such as recording purchase data, searching and attaching documents to transactions, and processing invoices.

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Bizagi logo

Digital transformation & business process management (BPM)

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Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

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Magento 2 Form Builder logo

Advanced visual form builder for Magento 2

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Magento 2 Form Builder is an advanced visual form builder that allows users to create custom multi-page forms of any complexity within minutes. Users can collect and manage submissions in the backend, export the data to CSV or PDF, create quote forms, surveys, contact forms, and more. The extension also features a digital signature functionality, allowing customers to sign forms before submitting.

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BoloForms Approvals logo

Transform Google forms into interactive workflows

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BoloForms Approvals is a powerful tool to create operational workflows. It streamlines the approval process, allowing teams to easily manage and track approvals with real-time notifications, flexible routing options, and approval history. Perfect for businesses looking to automate approval processes.

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Pectra BPM Savia logo
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BPMS to automate core business workflows

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A business process management system that offers an automation suite to improve processes and streamline workflows within organizations.

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