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Workflow Management Software with Customizable Forms (2026) - Page 3

Last updated: April 2026

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318 software options

DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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Zoho Creator logo

An all-in-one AI-based low-code app development software

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Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business.

Currently, 13,000+ customers have built 6M applications on Zoho Creator, a testimony to the power of the platform.

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Docubee logo

Intelligent Contract Automation

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Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

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onPhase logo

Accounts payable and document automation platform

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onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

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TeamDynamix logo

IT service management platform

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TeamDynamix ITSM & PPM solutions are designed to provide organizations with the tools and methodology required to streamline IT and enterprise service management processes, procedures, and tasks.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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PlatoForms logo

Cloud-based tool for creating and managing PDFs

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PlatoForms is a versatile tool that simplifies PDF form creation and management, enhances collaboration, ensures data security, and drives productivity. By leveraging PlatoForms, businesses can streamline their operations, reduce administrative burdens, and focus on their core operations.

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Workato logo

AI orchestration & integration platform

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Workato connects your apps and automate your business. Easily enable powerful automation of business workflows and tasks across apps - without a need for IT.

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BCS logo

Plan. Implement. Evaluate.

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Define your workflow steps - including responsibilities, processing sequence, response times and traffic light function. Add checklists and other functionalities to your templates and BCS automatically notifies the responsible person at the appropriate time.

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive solution that enables end-to-end management of business processes, encompassing modeling, automation, execution, monitoring, and continuous improvement, all within a fully web-based environment.

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Liberty Spark logo

The effective way to map, analyse & improve processes.

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Skore is now Liberty Spark. Begin your digital transformation journey by bringing your essential processes to life, without complexity. The effective and connected way to rapidly document, analyse and continuously improve processes at scale.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Knack logo

The most secure app and database builder for businesses.

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Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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Intellect QMS AI logo

QMS AI SaaS and on-premises solution for quality management.

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Intellect is an AI-powered Quality Management System (QMS) designed for manufacturing, life sciences, and other regulated industries. The SaaS and on-premises platform is designed for quality teams to automate processes, ensure compliance, streamline document control, and lowers operational costs.

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Cheat Layer logo

Cloud-based business automation solution

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Cheat Layer builds automation for you from end-to-end in simple, natural, language using a custom trained GPT-4 model. It builds and schedules automation for you just like a conversation with an engineer.

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OTRS logo

Helpdesk software for customer service management teams

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OTRS is a helpdesk software designed to help businesses manage resources, workflows, internal communication processes, customers, service requests, and more on a centralized platform. Administrators can configure access permissions, enabling agents to view client data.

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Florence eBinders logo

Software for managing duty binder workflows

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Florence eBinders is a cloud-based solution designed to help businesses digitize their duty binder workflows via a unified portal. The platform allows organizations to remotely access, monitor, and source review data from sponsors.

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Laserfiche logo

Scalable document management & process management software

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Laserfiche is an AI-powered document management and process automation platform designed to centralize content, automate workflows, and simplify compliance for organizations.

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Clustdoc logo

Customer onboarding software for modern businesses

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Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

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Checkbox logo

Automate expert processes and services using no-code

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Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.

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Submit.com logo

The best way to accept, review and manage online submissions

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Submit.com is a cloud-based software workflow management solution which streamlines the collection, management and evaluation of online submissions. Submit.com has provided solutions in; academia, awards, field operations, grant management, human resources and TV talent casting.

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LaunchBay logo
Category Leaders

Client Experience Platform

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LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

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AirManual logo

Makes processes simple.

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AirManual helps businesses to document and use their processes, training, and onboarding to free up time, improve quality, and continuously improve. To do this, AirManual provides a super user-friendly tool and expert support to help you address your biggest challenges.

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