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Forms Automation Software with Process/Workflow Automation (2026)

Last updated: April 2026

Why is process/workflow automation important for forms automation software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Process and workflow automation in forms automation software streamlines data collection, reduces manual tasks, ensures accurate information routing, and integrates with other systems. It enhances efficiency, speeds up approval processes, and simplifies form management. Of the 630 reviewers who rated process/workflow automation, 87% rated this feature as important or highly important.

Key features of forms automation software based on insights from 4166 verified reviews

  • Customizable Forms: Reviewers appreciate the ability to design forms with themes, brand colors, and specific question types tailored to business needs. 94% of reviewers rated this feature as important or highly important.
  • Customizable Fields: Users highlight the flexibility to create fields that collect precise data, ensuring accuracy and relevance for various purposes. 94% of reviewers rated this feature as important or highly important.
  • Forms Creation & Design: Reviewers value the ease of creating and designing forms with templates, drag-and-drop features, and various customization options. 92% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers find it helpful to manage user access levels, ensuring data privacy and secure collaboration on forms. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users emphasize the convenience and security of capturing electronic signatures directly within forms for quick, paperless approvals. 83% of reviewers rated this feature as important or highly important.
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265 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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SurveyMonkey logo

Online survey and feedback collection platform

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Streamline data collection with SurveyMonkey forms. Integrate with 200+ business tools to automate follow-ups, trigger actions based on submissions, and track responses in real-time. From registrations to payments, our powerful AI-powered platform helps you save time and turn data into action.

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Connecteam logo
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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
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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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UpKeep logo

Asset operations management software for businesses

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UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

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MaintainX logo

AI-driven maintenance & asset management platform

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MaintainX is an AI-powered maintenance and asset management software designed for industrial teams. The platform enables organizations to create and track work orders, manage preventive maintenance schedules, and monitor parts inventory across multiple sites. MaintainX integrates IoT sensors for real-time equipment monitoring and provides customizable reporting tools that transform operational data into actionable insights for reducing downtime and improving efficiency.

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Typeform logo

Interactive form builder for data collection

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Typeform is an online form builder that enables users to create interactive forms, surveys, quizzes, and polls through a drag-and-drop interface. The platform offers conditional logic, form branching, and pre-fill functionality to customize the form experience. It includes integrations with tools such as Salesforce, Google Sheets, Slack, and Zapier for automated workflows and provides GDPR-ready and HIPAA-compliant security features with data encryption and single sign-on access.

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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
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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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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
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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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SendGrid logo

Delivers reliable email at scale for businesses

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SendGrid is a solution that provides a cloud-based email infrastructure to help relieve businesses of the cost and complexity of maintaining custom email systems. It provides email delivery, scalability and real-time analytics along with APIs. The platform also offers SMTP service, email validation, deliverability insights, and dynamic templates, while supporting multiple programming languages including Node.js, Python, and Java.

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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Jolt logo

Comprehensive digital food safety & operations software

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Create any type of digital form. Digitize your current forms and distribute them to your employees instantly. Our easy to use setup features allow you to get up and running in minutes. Setup scoring, points, corrective actions and processes to ensure that your operations run smoothly every time.

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Formaloo logo
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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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Fulcrum logo

Fulcrum – built for the field, elevated by AI.

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Fulcrum is a field-first SaaS platform that automates field data collection and inspections. It streamlines workflows, integrates with GIS, and uses AI-powered tools like FastFill to boost accuracy and efficiency. Trusted globally, Fulcrum helps teams work smarter and drive digital transformation.

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Pointerpro logo

Assessments and surveys for generating personalized reports

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Pointerpro is an all-in-one assessment software platform that enables users to create online assessments and automatically generate personalized PDF reports for respondents. The platform features a drag-and-drop report builder, scoring capabilities, and multiple assessment types including personality tests, risk assessments, and surveys, while maintaining ISO 27001 certification for data security.

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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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