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Forms Automation Software

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Forms On Fire logo

Forms On Fire


Mobile forms, dispatch, task and workflow solution

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Digitize your forms and workflows using our cloud software and reward your employees with the most advanced, rich mobile data collection and workflow system on the planet. Work offline and get the latest versions of your forms, data sources, documents and tasks - on whatever device you're using.

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PandaDoc logo



Create, edit, track, and eSign documents quickly and easily

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PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

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Cognito Forms logo

Cognito Forms


Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Gavel logo



Automation to create document-generating questionnaires.

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Documate is no-code document automation software that allows you to create custom webforms that populate data into your form Word or PDF documents. Key features include conditional logic, questionnaire creation, calculations, clause selection, and data collection.

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Regpack logo



Web based software for online registration and payments.

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Regpack's online form builder and integrated payments software makes collecting and managing client data and payments simple.

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Jolt logo



Comprehensive Digital Food Safety & Operations Software

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Create any type of digital form. Digitize your current forms and distribute them to your employees instantly. Our easy to use setup features allow you to get up and running in minutes. Setup scoring, points, corrective actions and processes to ensure that your operations run smoothly every time.

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PerfectApps logo



Build web apps & automate workflow - No code required.

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With PerfectApps no-code platform, you can:

• Build web forms, web apps & reports
• Automate workflows
• Send automated notifications
• Create drill down reports with data grids, graphs and charts
• Get full visibility to workflow processes
• Integrate with LDAP, databases & 3rd party apps

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Project Management Made Easy

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Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

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Headlessforms logo



Form creation solution for developers

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Headlessforms is a backend solution that offers the right tools to online form creators to receive respondents’ submissions in real time, without the need for code.

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DocOrigin logo



Professional document generation software

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DocOrigin is a document generation solution with a form design component and data transformation filters that will integrate with new or legacy systems. Its merge and print engine generates high-quality documents in many formats, while offering configuration flexibility to fit into existing systems.

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IntouchCheck logo



You can’t be everywhere, but IntouchCheck can.

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IntouchCheck is an inspection software that turns any smart device into a digital clipboard and rolls out standard operating procedures to any location. You can conduct audits, create checklists, and collect data instantly from remote teams, driving real-time insights into your daily operations.

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FormsCenter logo



Electronic data capture software

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FormsCenter is an electronic data capture software designed to help healthcare organizations collect data accurately through adaptable forms. It centrally stores large volumes of data so that users have all important or required information at their fingertips.

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Zentake logo



Patient intake management platform for healthcare providers

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Zentake is a HIPAA compliant, digital intake and consent platform specially designed for patients and healthcare professionals, including counselors, therapists, and clinical support staff. It supports e-signatures, photo and file capture, and pre-fill and post-fill forms.

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Pneumatic logo



Business process and workflow management software

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Pneumatic is a workflow management software designed for teams across several industries including human resources, finance, marketing, and sales. It helps organizations manage operations related to task creation, status tracking, performance monitoring, and more.

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Bitrix24 logo



100% free CRM, collaboration, and communication tool suite

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Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

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Heyflow logo



Software for lead gen, funnels, landing pages & more

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Capture more leads and convert traffic into customers with engaging clickflows, funnels & interactive forms. Create them quickly with our drag & drop builder and match your brand perfectly with our endless design options. No coding. Integrate with your marketing campaigns easily.

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Pipefy logo



Design and automate business workflows in minutes.

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Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

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Google Workspace logo

Google Workspace


Collaboration app suite for teams

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

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Google Forms logo

Google Forms


Create custom forms for surveys & questionnaires

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Google Forms is a free form builder tool that enables users to create surveys and questionnaires online in order to collect and organize information

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DocuSign logo



Electronic signature & document approval software

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DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device.

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Vagaro logo



Beauty, wellness & fitness appointment & business software

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Vagaro is the best online forms & customer profile management system. Your clients can fill in forms, waivers, surveys & more. Try Vagaro for FREE today! 

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Smartsheet logo



An online work execution platform for any size organization.

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Jotform logo



Powerful Forms Get It Done

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Jotform helps you create online forms and collect data, all without needing to write a single line of code.

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UpKeep logo



Asset Operations Management Software

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UpKeep is an Asset Operations Management solution combining CMMS, EAM, and APM for maintenance, reliability and operations teams which allows users to manage their team, assign work orders, sync devices, and more.

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Wrike logo



Manage your projects from start to finish with Wrike

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Wrike is a collaboration & project management tool that helps users manage projects from start to finish, providing full visibility and control over tasks

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Buyers Guide

Forms Automation Software

What is forms automation software?

Forms automation software automates the process of creating, managing, distributing, and processing online documents. The software speeds up the documentation process for users by eliminating the need for paper and manual intervention in handling tedious tasks, such as finding misfiled paper documents or analyzing electronic documents. Users can use the tool to create digital forms, electronic surveys, contracts, and reports.

Forms automation tools can be used across all industries, irrespective of the business size. For instance, healthcare businesses can use the platform to collect patient information while retail businesses can utilize it for invoice generation. Likewise, customer service teams can use form automation for generating support tickets. 

What are some common features of forms automation software?

  • File storage: Securely store online documents in a centralized, searchable repository. The documents can be accessed by multiple parties anywhere and at any time. It also reduces the risk of data loss and corruption.

  • Forms creation and design: Create digital documents, including reports, forms, and surveys using a drag-and-drop form editor and customizable templates. The software allows you to choose and add different fields in your form and customize the layout as per your requirements.

  • Process/workflow automation: Streamline document workflows by automating repetitive tasks, such as building forms, surveys, and contracts, setting up email workflows at the time of form submission, and processing documents.

  • Electronic signature: Sign forms electronically. The feature is helpful for both customers and clients, especially when documents require review, approval, or validation.

  • Offline access: Access, fill out, and submit forms even with limited or no internet access. The forms update on their own once you have a stable internet connection. 

What are the benefits of forms automation software?

  • Reduces storage and paper costs: Going paperless is a trend that is increasingly becoming popular these days. Forms automation software leverages digital medium to store your documents that can be accessed with ease, anytime and anywhere. This immensely helps reduce your storage costs. Moreover, paper is expensive. The software helps you eliminate paperwork and thereby saves costs associated with managing, printing, and sharing offline documents.

  • Facilitates easy and secure file sharing: Forms automation platform enables users to share digital documents with ease, with a large number of users, and in multiple formats, such as PDF, Excel, and web forms. As compared to manual document sharing, forms automation offers security features, such as SSL certification, data encryption, GDPR compliance, and password protection that help secure your forms. 

  • Improves team productivity: It can take a long time to create and fill out documents. With form automation, employees can automate all these time-taking manual processes with ease. The software also offers a library of customizable form templates that can be used to create and customize forms quickly. From automated form filling to confirmation messages, notifications, and faster processing, forms automation software helps save time and increase productivity.

  • Minimizes calculation errors: When it comes to generating online forms and invoices, forms automation automatically calculates fees, taxes, and prices for you, leaving minimum scope for manual errors. The software automates the data collection process and facilitates rule-based data entry. It imports the majority of data from pre-existing forms, which significantly reduces data entry errors.

What is the cost of forms automation software?

Most forms automation software products are priced on a “per user, per month” basis, and their entry-level pricing plan ranges from $6 to $45* per month. An enterprise product that’s priced higher may include additional features such as version control, archiving and retention, full-text search, and audit management. 

*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of March 16, 2023. 

What are the key questions to ask when choosing forms automation software?

  • What is the level of automation and the number of forms supported by the platform?

While some form automation tools allow users to design and share an unlimited number of forms with limited custom fields and automation workflows, others have a restriction on the number of forms supported by the system. However, these offer more customization and automation capabilities. Before finalizing the best forms automation software, ask your vendor about the number of forms supported by the platform and the level of automation in a given pricing plan.

  • Does the software offer a digital signature feature?

Your shortlisted tool should allow your clients, employees, and customers to digitally sign documents that require further verification. This is an imperative feature of a forms automation system that not only validates the integrity of an online document but also streamlines the process of document review and approval. 

  • What are the available data security features?

Data security is an important aspect to be considered in forms automation tools. While evaluating potential solutions for your document needs, ask the vendor about the available data security features offered in the software. In general, consider features, such as safe storage, data encryption, user verification, and security controls in a forms automation platform. 


Products evaluated for the pricing calculation were taken from GetApp’s forms automation software directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in the GetApp’s directory that offer them.