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Forms Automation Software with Process/Workflow Automation (2026) - Page 3

Last updated: April 2026

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265 software options

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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Survicate logo

Collect, analyze, and act on customer feedback

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Survey software for customer-centric businesses to automate forms and collect continuous insights at scale. Survicate enables creating surveys in minutes, real-time analysis, and acting on feedback to streamline operations.

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Repsly logo

The Future of Retail Execution Starts Here.

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Repsly makes it easy to create, customize & share electronic forms for any industry, with selection questions, logic, alerts & photos - plus easy reporting!

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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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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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Cloud Assess logo

Build Skills. Prove Competence. Stay Compliant.

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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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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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Escala logo

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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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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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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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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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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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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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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Rhumbix logo

Time and materials tracking for construction businesses

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Rhumbix is a cloud-based T&M (time and materials) management application that helps construction businesses manage field-level data. Ideal for medium to large firms, it provides features such as timekeeping, cost coding, T&M tracking, daily construction reports, payroll management, & more.

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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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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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Malcolm! logo

At your service

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Malcolm! is a no-code customer self service platform

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