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Forms Automation Software with Templates (2026) - Page 2

Last updated: April 2026

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131 software options

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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Bizagi logo

Digital transformation & business process management (BPM)

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Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

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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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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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GoSign logo

E-Signature Solution, CSR

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GoSign by InfoCert simplifies signature processes, allowing for easy management of workflows and interactions with colleagues and customers. It reduces operational time and costs while enabling quick execution of decisions, anytime and anywhere.

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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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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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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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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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Involve.me logo

Create high-converting funnels that turn visitors into leads

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No-code online form builder that enables you to create on-brand forms with custom user journeys as easy as drag & drop. Offer coupons, accept payments, send followup emails, analyze responses and connect to over 300 of your your favorite apps. Easily embed on your site or share with a simple URL.

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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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Formstack Forms logo

Solution for collecting and managing data

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Formstack Forms simplifies the data collection process allowing you to create beautiful online forms in seconds. Spin up forms and survey’s in seconds all from one centralized app.

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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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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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