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Top Rated Forms Automation Software with Document Management in 2026 - Page 3

Last updated: February 2026

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245 software options

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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Indy logo

Own it.

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Create a form, embed it or share it, and get the info you need with Indy’s Forms tool.

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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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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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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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Docubee logo

Intelligent Contract Automation

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OnTask Allows you to go beyond building a form. Build or convert your existing forms and prepare them to be routed, completed, digitally signed and approved. From anywhere on any device, OnTask makes form automation simple for the organization and the user.

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onPhase logo

Accounts payable and document automation platform

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Our Web Forms solution makes it easy to create, deploy, use and manage electronic forms. Capture business-critical data without the hassle of paper.

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ePACT logo

Emergency & Health Forms Automation for Recreation

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ePACT emergency forms automation helps you keep recreation and community programs running safely. Secure EHR, waivers, COVID screening, contactless check-in and emergency communications ensure compliance while reducing costs.

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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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Adobe Experience Manager logo

Enterprise content management system

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Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

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Culverdocs logo

Dynamic data collection with mobile and web apps.

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Culverdocs is a fully configurable, no-code platform that allows you to convert your existing paper-based documents into digital forms to transform how you collect, process, and manage business data.

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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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Cloud Assess logo

Upskill in the Flow of Work

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Cloud Assess digitises training and compliance with smart forms, automation, and paperless skills verification - scalable for businesses and training providers.

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Gavel logo

Document automation software for legal professionals

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Gavel is a document automation software for legal professionals, enabling attorneys to automate documents, streamline client intake, and generate error-free legal forms via customizable workflows. It offers secure client data collection, conditional logic, and integration with tools like Clio and DocuSign, plus pre-built templates for practice areas such as estate planning, family law, and corporate law.

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Docupilot logo

Document generation and management software

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Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.

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GoSign logo

E-Signature Solution, CSR

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GoSign by InfoCert simplifies signature processes, allowing for easy management of workflows and interactions with colleagues and customers. It reduces operational time and costs while enabling quick execution of decisions, anytime and anywhere.

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Snappii logo

Codeless app platform, mobile apps and forms

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Snappii helps businesses eliminate paper work and switch to mobile forms instantly. Save time and money on data entry.

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WorkClout logo

# 1 Rated Quality Platform for the Automotive Industry

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WorkClout centralizes digital forms, corrective actions, safety & quality procedures, knowledge building, and data reporting. Use WorkClout's no-code form builder and automatically convert your existing excel, word, and PDF forms into a beautiful digital & reportable form.

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