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Top Rated Forms Automation Software with Document Management in 2026 - Page 4

Last updated: February 2026

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245 software options

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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SafetyQube logo

Top rated, customisable EHS software for mid size companies

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SafetyQube is a market leading EHS software that helps organisations save time, manage EHS complexity and stay compliant. Collaborate easily, streamline EHS processes and break barriers that compromise Health & Safety standards. Free trial, quick setup, transparent pricing and world class support !!

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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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Upvio logo

The Most Efficient Practice Management Solution Ever Made

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Boost efficiency, expand reach, and elevate patient care through video calls, chat, scheduling, and forms. Effortlessly manage staff, calendars, and locations while revolutionizing remote assessments. Create secure digital forms, engage in real-time communication, and empower your practice.

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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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Youform logo
Category Leaders

Form builder for creating forms using a drag & drop feature

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Youform is a form builder that allows users to create unlimited forms and responses for free, eliminating the need for high-priced subscriptions. Youform's fully responsive forms ensure that users can fill out forms from mobile devices, desktops, or tablets.

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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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Kizeo Forms logo

Your data, your way, on the go!

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Kizeo Forms streamlines form automation by replacing paper-based processes with digital forms. It features customisable templates, offline data collection, automated workflows, and real-time data synchronisation. Ideal for various industries, it boosts efficiency, accuracy, and productivity.

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Wildnote logo

From Field to Report: Fast, Precise, Managed

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Accelerate field reporting with polished wetland templates, intuitive workflows, top-tier support, and data integrity—trusted by users for precision and productivity.

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Gluu logo

People-friendly Business Process Management

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Gluu is an intuitive Business Process Management (BPM) tool that you manage and coordinate end-to-end (E2E) processes with ease.

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FormAssembly logo

Forms in a Flash. Secure data collection made simple.

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Seamlessly combine forms, emails, approvals, e-signatures, and notifications into one automated data collection solution with just a few clicks. Create powerful, repeatable processes with intuitive drag-and-drop responsive features.

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Malcolm! logo

At your service

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Malcolm! is a no-code customer self service platform

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WorkMax logo

Trusted by 1 million plus users to improve profits

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Owners, EPCMs, and Contractors rely on WorkMax to precisely and accurately manage time, productivity, compliance, risk, and projections.

To speed up timely choices and boost revenues, WorkMax uses real-time interaction with design, estimating, scheduling, and ERP applications.

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Documint logo

Document generation and automation software

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Documint is a document generation software designed to help organizations automatically create business documents using a drag-and-drop interface. It enables employees to generate and store various templates in a centralized repository to streamline the document automation process.

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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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InfoReady logo

InfoReady makes your work life better

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InfoReady is used across campuses of universities and colleges, and at hospitals, to handle applications for limited submission grants, internal and seed funding, pilot grants, prizes, fellowships, scholarships, administrative approvals, awards, nominations and much more.

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Legito logo

Processes. People. Documents. No code automation platform.

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Intuitive Document & Form Creation. No code, no limits. Easily automate forms & advanced documents. Unique interactive forms & documents that leverage inserted data.

Create tailored forms & documents with your data and your rules, without coding. Immediate ROI and a path to wider automation.

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BeepQuest logo

Keep Improving

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BeepQuest is a robust & flexible B2B SaaS platform that enables an end-to-end continuous improvement strategy so any company can communicate, control, monitor and analyze their standards through a set of continuous improvement digital tools.

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Kissflow logo

The ONLY Low-code platform for IT and Business.

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Kissflow enables process owners and IT developers to automate and build middle-office processes and applications.

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Assembly logo

The new standard for modern service businesses.

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Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

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AUTOMY logo

The easiest way to automate your work, No-Code required.

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AUTOMY is a no-code digital process automation solution that allows businesses to track and automate workflows across the organization. Features of AUTONOMY include recruiting, purchasing, accounting, customer relationship management, contract management, ISO compliance, expense reimbursement, and more.

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Cargosnap logo

Scan, Snap, Share. All your cargo data in one place.

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Cargosnap is a platform used in the logistics chain for documenting conditions of shipments. It records all transportation stages, from goods receiving to customer delivery. It prevents unjustified damage claims.

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Docsvault logo

On-Premise Document Management Software with Web/Mobile Apps

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Docsvault is an on-premise document management software that can be accessed using a desktop, web browser, and mobile apps. Businesses can improve their profitability and productivity by reducing paper within their operations and streamlining their work process.

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Joyfill logo

The easiest, most enjoyable mobile inspection forms.

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Teams use Joyfill to mobilize forms, replace manual paper forms & digitally collect data from anywhere, on any mobile or tablet device.

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