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Top Rated Forms Automation Software with Document Management in 2026 - Page 2

Last updated: March 2026

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246 software options

Process Street logo
Category Leaders

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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Zoho Projects logo

Project Management, Collaboration and Bug Tracking

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Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

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Submittable logo

Grant management and CSR software

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Submittable provides grant management and corporate social responsibility software for foundations, governments, and corporations. The platform enables organizations to build customizable application forms, manage review processes, and track program budgets in real time without technical expertise. It includes features for fraud prevention, impact reporting, and automated workflows that help streamline administrative tasks.

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Bitrix24 logo

All in one business management workspace

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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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IntakeQ logo
Category Leaders

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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SiteDocs logo

Cloud-based digital workplace safety and compliance solution

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SiteDocs Safety Management Software helps companies streamline operations with digital forms, ensure compliance with real-time monitoring, and reduce injuries with advanced analytics.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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Formaloo logo
Category Leaders

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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Jotform Sign logo

Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

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WorkBright logo

Streamlining the offer-to-onboarding path

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Tired of slow, complex hiring? Meet WorkBright–the advanced electronic onboarding and I-9 software designed as an extension of your HR team.

From handling Form I-9 to tracking down missing forms, their onboarding tools streamline the process so you’re always moving effortlessly forward.

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Award Force logo

Awards management software

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Award Force is award-winning software for forms automation to manage submissions online.

Designed for performance and function, its fast, secure and a great experience for submitters, evaluators and form managers.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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Appenate logo

Data-driven business app creation. No coding required

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No-code, rapid app creation with offline capabilities. Create solutions in under 5 minutes with an affordable, drag-and-drop, no-code platform. Reduce the time spent on paperwork and improve the way you record, track and store data. Free training & support. Try a free, no obligation trial today!

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GoFormz logo

Capture better data with digital forms

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Streamline your documentation with digital forms and workflows. Collect information using digital forms and instantly route forms and data to contacts and connected applications, like Salesforce and Box. Access forms in real-time, report across your data, and automate form sharing workflows.

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is the industry leader in helping businesses replace their inefficient paper forms and manual processes with customizable mobile apps.

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Automation Anywhere logo

RPA platform for automating businesses processes

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Automation Anywhere Enterprise is a robotic process automation (RPA) solution designed to help businesses across various industry verticals, such as BPO, financial services, healthcare, human resources, insurance, life sciences, & manufacturing optimize blended workforces to meet SLA demands.

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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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Zoho Forms logo
Category Leaders

Online form builder for mobile teams

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Zoho Forms is a cloud-based form builder tool designed for businesses that helps create, share forms, collect data, and automate workflows.

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123FormBuilder logo

Web forms: as easy as 1-2-3!

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123FormBuilder is the quickest solution for creating professional forms for both web and mobile. With its easy drag-and-drop form editor, you can build custom contact forms, surveys, registration forms, and order forms in minutes—right from your browser. No coding skills are needed.

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ProjectTeam.com logo

Project management software for serious construction teams.

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ProjectTeam is a project management solution for construction teams of all sizes designed to increase communication, track changes, and improve workflow. ProjectTeam’s key features include file management, issue tracking, access control tools, as well as real-time reporting.

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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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SmartSurvey logo

Online survey & questionnaire tool

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SmartSurvey is a cloud-based survey & questionnaire management tool which allows users to create, distribute, manage, and analyze responses for unlimited surveys.

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Square 9 logo
Category Leaders

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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