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Forms Automation Software with Document Templates (2026)

Last updated: April 2026

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise document management software for law firms and businesses to organize, secure, manage documents, forms and emails. With workflow automation, OCR, AI-powered data capture, and Office & Outlook integration, it improves productivity while ensuring full control and compliance.

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