Best Forms Automation Software with a Free Trial of 2025 - Page 7

With UtiliSync811, locators can instantly receive tickets, access a comprehensive map that displays utility locations, and clear these tickets directly from their field location, eliminating unnecessary trips to the office. This innovative system eradicates the hassle of toggling between utility maps and ticket details, as both the ticket locate area and utility GIS layers are integrated into a single map view. Furthermore, all tickets are conveniently stored on the device, allowing locators to operate offline whenever needed, with no complicated setup required. The process for adding photos is remarkably straightforward, enabling locators to capture images for each ticket they clear effortlessly. With the use of pre-filled forms, ticket clearance can be accomplished in mere seconds, while locators also have the option to include a screenshot of the map with the ticket for a clear representation of utility layouts. They can enhance these images by adding text, arrows, symbols, and other elements to provide more detailed information, thereby improving the overall documentation process. This streamlined approach not only boosts efficiency but also enhances communication within the team.

Clevy streamlines internal processes and inquiries, allowing you to concentrate on your most valuable asset: your employees. Experience the ultimate solution for enhancing employee engagement, as it serves as the all-in-one platform you require. By centralizing and managing all employee requests, you can boost the productivity of your HR and support teams significantly. Implement a robust AI knowledge base that empowers employees to swiftly resolve their own issues. With Clevy's no-code form builder, you can efficiently gather employee data and seamlessly integrate it with your organization's entire application ecosystem to optimize business workflows. Organize all employee inquiries in a single location, monitor queries for prompt responses, and save time using AI-generated draft answers. Offer immediate assistance at any hour through an AI-driven portal that minimizes repetitive questions directed at internal support teams by 80%. Moreover, the platform integrates effortlessly with all third-party software utilized by the company, ensuring a smooth flow of information within your organization's application landscape, particularly tailored for small to medium-sized businesses. This innovative approach not only enhances communication but also fosters a more engaged and productive workforce.

For over two decades, FormMail has been effectively managing and transmitting the outcomes of web forms via email. Since its inception in 1997, the software has amassed over three million downloads and continues to be available at no cost. However, many prospective users find themselves without the necessary technical skills to operate CGI scripts, or they prefer to avoid the complexities of installation and setup. To successfully forward form results to a designated recipient, their email address must be included in your approved plan, providing an additional layer of security by requiring authorization for new recipients. This process ensures that both the sender and recipient are verified for safety, allowing for a secure exchange of information. Furthermore, you have the flexibility to send a single response to multiple approved email addresses simultaneously, enhancing the usability of this tool.

The mobile forms software is loved by busy AF technicians. View your submitted forms as a proportional block widget Click on the form type to drill down and view key performance indicators. Drill down for a filtered grid view with customized columns Print to PDF Export all collected information to Excel Receive emails automatically Our RESTful API allows you to integrate with other software. Create and edit your own forms with our easy-to-use tool. Drag and drop interface Excel-like table grids that are fully controllable Calculated fields Clonable sections, forms, and field controls Automatic form version control

FSM Lite, a forms-based task management software, allows you to manage your data effectively, create and share forms and schedule, assign, and track tasks. FSM Lite allows you to enter the cutting edge world of advanced flow management solutions. This allows you to focus your efforts on growing your business.

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

An accessible platform that allows you to effortlessly design forms tailored for your business needs. You can choose whether to let everyone or just your team fill out these forms, and your coworkers can have the ability to modify and access the responses. The tool enables you to incorporate various types of questions, including open-ended, yes/no, and multiple-choice formats, as well as rating scales and a list of your organization’s members, among other features. Additionally, you can make specific answers mandatory, and control the visibility of certain questions based on prior responses from users. Sharing is simple, with options to embed the form in your website, promote it on social media, or distribute a link through email or messaging platforms. You can also establish a connection with Yandex Tracker, allowing each response to create a task effortlessly, which streamlines the process of collecting and managing tickets and error reports. Responses can be viewed directly in the platform and exported in multiple formats including XLSX, CSV, and JSON, or sent via email, or saved to a Yandex Wiki page for easy access. Furthermore, you can gather support tickets using Yandex Forms, and seamlessly transfer them to Yandex Tracker or another system through available integrations, enhancing your workflow efficiency. This service not only simplifies form creation but also optimizes response management and collaboration within your organization.

Tap Forms is a multifunctional personal database app developed for macOS, iOS, and iPadOS, which helps users effectively organize and handle a wide array of information. It offers customizable forms to accommodate various types of data, such as contacts, inventory lists, and project details. For those with advanced skills, the application supports scripting via JavaScript, allowing for task automation and the creation of sophisticated data interactions. Moreover, Tap Forms includes features like document storage, the ability to attach photos, and seamless integration with cloud services, which ensures that data remains accessible and synchronized across multiple devices. Its intuitive interface combined with powerful features makes it an indispensable resource for managing both personal and professional information efficiently. With its extensive capabilities, Tap Forms caters to a diverse range of organizational needs, making it an ideal choice for users from different backgrounds.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

Leapwork is the world's most accessible platform for automation. Leapwork is a visual, no code approach that makes it easy for IT and business users to automate repetitive tasks. This allows enterprises to adopt automation faster and scale it up more quickly. More than 400 global companies use Leapwork across all industries, including banks, insurance companies, life science, government, and aerospace. NASA, PayPal and Daimler are just a few of the clients. The company has offices in Europe, America, and Asia. It is headquartered in Copenhagen.

Flowingly, a cloud-based Business Process Automation software (BPA), is designed to free enterprises from the constraints of manual business processes and paper-based systems. Flowingly allows users to easily design and run their process, then report on it and make improvements. The process can include admin, human resource tasks, finance, operations, product design, customer support, and experience.

Dokmee Capture Scanning Solution is a document capture platform that allows users to improve business processes without any limitations or per-click charges. Dokmee Capture features offer unlimited scanning, automated data capture, auditing, and reporting tools. Dokmee Capture includes the Magic Index module, which provides users with an easier way to index.

Revamp the way your organization handles forms, checklists, and documents with Easy Smart Forms. This user-friendly app enables your employees to fill out site paperwork digitally and on the move via iOS and Android devices. When staff access forms, many fields can be automatically populated using data from an enterprise contract management system. EasySmartForms transcends typical form-building software; it serves as your primary database, contract management system, HR management center, compliance monitoring tool, and much more. Recognized as the leading contract management software, it encompasses all the functionalities necessary for effective management of construction projects and contract administration. This modular enterprise software solution addresses various business management needs and is offered through an annual subscription model. Each user must obtain a license, which remains valid for a full year, ensuring seamless access to all features. By integrating EasySmartForms into your operations, you can streamline processes and enhance efficiency across your organization.

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

Why confine yourself to a restricted number of fields or entries in a form? Our distinctive feature allows you to add or remove fields at any time without the risk of losing any data. You have the flexibility to utilize forms internally or from various sources, and whenever you need, you can deploy them on your website or in emails for others to fill out. Additionally, if you wish to receive notifications when a form is completed, we understand that it can be challenging to locate a specific entry from the accumulated data over time. To address this, any field included in a form can be easily filtered for better organization. Moreover, fields can be made mandatory, ensuring that users provide necessary information. If a user fails to fill in a required field, a customizable error message will be displayed, guiding them to complete the form correctly. This adaptability ensures a smooth data collection process, enhancing user experience and data management.

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

Dynamic Forms allows non-technical users to quickly take any paper-based form, and quickly create a sophisticated interactive electronic form that can then be published to your SIS portal. This state-of-the-art esign/workflow solution lets you focus on your students and not manually moving documents. Over the past 12 year, we have processed more than 21 million higher education electronic form for all sizes and types of colleges. Our clients can save money and get more done quickly with our extensive form libraries and integration expertise. Users don't have to work long hours to complete required forms. This includes forms that require multiple electronic signatures, complex workflows, and/or payments. Users who are not technical can create, customize and publish professional-looking forms with minimal programming knowledge.

We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

FaaSForms, an innovative solution developed by MindPetal, streamlines the creation, approval, and management of various forms and templates through a model known as "Forms as a Service." This platform features an easy-to-use, web-based wizard that assists users in generating intricate documents, enabling business professionals to take a "self-service" approach while benefiting from advanced workflows, business rules, and reliable databases. In addition to our successful collaboration with the DOL, MindPetal has implemented projects for over a dozen federal agencies, including the Department of Interior (DOI), the Securities & Exchange Commission (SEC), the Food and Drug Administration (FDA), the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF), the U.S. Peace Corps, and the National Institutes of Health (NIH). Each of these engagements has further solidified MindPetal's reputation as a leader in automating form management solutions within government sectors.

Formotus presents an exceptionally secure, robust, and adaptable mobile forms solution that meets the demands of today's digital transformation era. For more than a decade, Formotus has been at the forefront of innovation, consistently introducing features that cater to enterprise needs. Moreover, our versatile licensing options allow small and medium-sized businesses to take advantage of our powerful mobile form software. Users can create mobile forms with intricate business logic in mere minutes, all without the need for coding. Our user-friendly online application facilitates the rapid construction of forms, complete with data connectors that align with your brand identity. Empower your mobile workforce with dynamic forms capable of capturing images, videos, GPS data, barcodes, and much more. Stand out from competitors with our groundbreaking mobile forms solution, which is uniquely engineered to support secure offline data collection in remote locations. Formotus forms are equipped with business logic, data validation, and error-checking features, ensuring they function seamlessly without a network connection, thereby enhancing productivity in the field. This innovative approach not only streamlines data collection but also significantly boosts operational efficiency.

VAIRKKO is the easiest and fastest way to manage your workforce from one platform. VAIRKKO (pronounced VAIR-CKO) is a platform that helps businesses of all sizes and types unlock their business potential. We have helped our first client in Highland Indiana with Public Safety. Our software is a leader in workforce and operations management since 2009. Our cloud products can be purchased as a la carte and are fully integrated, giving organizations the flexibility to grow by adding products as they need them. We are proud of our customer-centric approach, which is evident in every aspect of what we do. Our clients' businesses have been transformed by our unmatched experience, deep insights and cutting-edge technology.

In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.

Enhance your forms with more than 35 unique elements, allowing you to compile lists, annotate images, track GPS locations, and much more. Even when offline, you can download your forms to gather data wherever you are, with automatic syncing once you regain connectivity. Increase efficiency by creating custom integrations that streamline data processing, link with various applications, and effortlessly manage your iFormBuilder account. Challenge the norms of mobile data collection using JavaScript-driven formulas, skip logic features, and robust data validation techniques. The possibilities are endless, limited only by your creativity! Safeguard your information through device passwords, encryption methods, and secure environments. iFormBuilder adheres to stringent standards including GDPR, HIPAA, FISMA, and ISO 9001, ensuring it meets diverse project requirements. With over ten years of hands-on experience, we’ve dedicated ourselves to assisting teams of all sizes in achieving their enterprise objectives. Zerion’s flagship platform, iFormBuilder, serves as the ideal foundation for teams aiming to address challenges in the field, particularly concerning inspections and data collection. Our commitment to innovation and customer satisfaction sets us apart in the industry.

Subject matter experts can streamline their expertise by effortlessly creating applications through a drag-and-drop interface, eliminating the necessity for programming knowledge or technical expertise. Leverage a unified platform to design and deploy applications that automate processes comprehensively across various departments within an organization. Easily generate customized documents that are pre-filled from stylish templates and include e-signature functionality. Fully automate user journeys, encompassing approvals, scheduled tasks, and reminders, ensuring a seamless experience. Construct intricate rules and decision-making frameworks, which may include calculations and weighted scoring systems. Collect essential information from users or systems and perform triage with the help of intelligent forms. Prototype, develop, and sustain applications without requiring IT skills, thanks to our user-friendly drag-and-drop functionality. The Checkbox platform is versatile enough to create a variety of tailored automation solutions. Explore the most sought-after use cases and application templates favored by our clientele, and expand your understanding of the possibilities available. This level of accessibility allows anyone to harness technology for process improvement.