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Forms Automation Software with Archiving & Retention (2026) - Page 4

Last updated: April 2026

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107 software options

Iristrace logo

Helping great brands deliver on their promise

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Collect the data only once and put all your business information in context and more effective collaboration across your team.

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iPEGS Remote logo

Online forms platform for individuals and businesses

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iPEGS is a revolutionary online forms platform that helps individuals, businesses, and organizations to go paperless and streamline their operations. With iPEGS, customers, clients, students, and employees can easily access, complete, and submit forms on any internet-connected device from anywhere in the world.

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FormDr logo

Software for creating, sharing, and managing digital forms

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FormDr is a cloud-based software that allows organizations to create, send and receive HIPAA-compliant forms via a centralized portal. The platform allows users to share custom forms with patients, enabling them to sign via their phone, tablet, or desktop.

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UtiliSync811 logo

Document management software for municipalities

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UtiliSync811 is a fieldwork scheduling and document management solution for municipalities and utility owners.



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Centralpoint logo

Digital experience platform & content management solution

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Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners.

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netLex logo

Simple and secure agreements

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netLex automates document creation, eliminating rework and ensuring compliance. The platform enables form automation to streamline the creation of documents and contracts within pre-approved standards, reducing risks and unnecessary legal involvement.

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Weever logo

Automate and Empower your frontline staff.

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Weever is a Connected Worker platform for manufacturers and warehouses that empowers frontline workers and automates core operational processes.

Rich, simple to use digital forms. Schedules and Action Plans. Automated Insight Reporting. One site license so you can get everyone involved.

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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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Penneo Sign logo

Penneo Sign: Secure, digital signatures on the go

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Penneo Sign: Digitally sign documents securely from anywhere, confirm signers' identities, and save time on signature collection.

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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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Chronos Workflow logo

Business Process Automation and Document Management

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Chronos Workflow Platform is a business process automation system that helps organizations streamline their business processes in a traceable and automated web-based system. Features such as enterprise agility, real time reporting and fast implementation helps increase efficiency and save time.

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EasySend logo

Your digital partner.

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EasySend is the no-code platform designed for enterprises to build and manage digital processes, streamline customer data intake, and automate workflows.

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EasySend logo

Your digital partner.

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EasySend is the no-code platform designed for enterprises to build and manage digital processes, streamline customer data intake, and automate workflows.

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virsaic logo

Customer experience management platform

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virsaic is an all-in-one customer experience management (CXM) platform and digital ecosystem that provides multiple capabilities to manage customer communications and digital interactions across all channels and devices, outbound and inbound, especially in highly regulated markets.

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Intely logo

No-code Data Integrator

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Intely is a no-code data integrator, custom form builder, and workflow automation platform to get more done in less time.

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MakesBridge Marketing Automation logo

Cloud-based marketing automation and lead nurturing software

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MakesBridge Marketing Automation is a web-based lead nurturing software that offers features such as drip message sequencing, automated sales follow-ups, real-time sales alerts, and targeted segmentation to help businesses optimize sales and marketing results.

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Catalytic logo

Workflow and document management software

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Catalytic is a workflow and document management software that helps businesses utilize artificial intelligence (AI) technology to manage tasks, automate actions, handle event-based triggers, generate data insights, and more on a centralized platform. With the rules-based outline builder, staff members can create digitized workflows to route tasks and send email-based alerts, forms, and other deliverables.

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FLK it over logo

Digital signature tool for creating and signing documents

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FLK it over is a digital signature solution that enables users to create, send, and sign documents in minutes.

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ddSuite logo

Digital documentation and maintenance management system

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With an intuitive recording function, employees record, describe and document data, documents,
work orders and defects.

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Paperless Online logo

Document generation, document filing, & form automation

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Paperless Online is a web-based document management solution which enables users to create custom forms and document, capture electronic signatures, and more

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Forms On Fire logo
Category Leaders

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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Flow360.io logo

No-code workflow automation and process platform

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Flow360 is a no-code workflow management platform that enables organizations to define, control, and evaluate recurring business processes. The software features a visual workflow builder, drag-and-drop form creation, approval workflows, and configurable dashboards for process monitoring. It includes automated email communication, PDF report generation, workflow scheduling capabilities, and user permission management with security features.

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Sign.Plus logo

Secure eSignature solution for automating workflows

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Legally-binding secure electronic signature solution, designed to make workflows faster for businesses of all sizes.

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EcoDocs logo
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Work Smarter: Elevate Business Processes with AI Automation

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Easily convert your paperwork to user-friendly electronic forms using a simple drag and drop builder that helps you build complicated forms used in any industry with no coding required. Trigger different workflows after completing forms and visualize collected data using graphical dashboards.

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