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Forms Automation Software with Document Review (2026)

Last updated: April 2026

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82 software options

Google Workspace logo

Collaboration application suite for teams

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

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Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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Connecteam logo
Category Leaders

Enhance employee management with the only all-in-one app

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An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

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monday.com logo

Project management software

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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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Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

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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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Smartsheet logo

Online work execution platform for businesses of all sizes

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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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Wrike logo

AI powered workflow management platform

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Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

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pdfFiller logo

Online PDF form filler & editor

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pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

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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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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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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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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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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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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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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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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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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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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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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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