Best Forms Automation Software with a Free Trial of 2025 - Page 5

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

A no-store model equipped with anti-tampering features and authentication measures enhances the security of your documents. By integrating your document workflow and processes with top-tier platforms and tailored applications, you can significantly streamline operations. This adaptable solution offers a versatile and responsive integration with your existing systems, providing a solid foundation for your digital document transformation. Moreover, the platform allows for the creation, storage, and recording of digital signatures for all transaction-related documents, utilizing robust APIs that facilitate the digitization of your signing procedures. You can capture signatures through various methods, including doodling, typing, or uploading an image, ensuring flexibility for users. Additionally, the electronic and digital signatures obtained through Dedoco are compliant with regulations in numerous jurisdictions, enhancing their reliability and acceptance. This comprehensive approach not only secures your documents but also optimizes your overall workflow efficiency.

Want to more efficiently manage field service, automate workflows and modernize your mobile workforce with a fully integrated asset management platform? Gruntify makes it easy to collect field data, manage assets and assign jobs, manage teams, and automate business processes all from one platform. You can quickly find trends and get answers with powerful metrics, reporting capabilities, and location intelligence. Gruntify accelerates the automation of your mobile workforce: - Capture rich media, complete forms, and submit inspections, all geotagged and created on the go. - Manage recurring maintenance schedules or generate simple reactive work orders. - Design your own automated workflow in Workflow Studio. - Real-time location awareness and GPS Trip Recording. - Integrate third-party base maps or your own GIS data. - Dashboards to monitor your field operations and stay in complete control. - Signature capture. - Barcode and QR Code scanning. - Augmented Reality assistance.

Kintivo Forms Anywhere for SharePoint, which is compatible with Office 365, simplifies the process of designing forms for SharePoint without the need for programming by offering a customizable and responsive interface, complete with branding options and custom actions. You can create advanced, mobile-optimized SharePoint forms using a web-based form builder that accommodates your unique design preferences across various devices and screen dimensions. The form preview feature ensures that your forms appear just as you intend before they go live. Once finalized, you can publish your forms across multiple platforms and effortlessly store the submitted data in SharePoint or Office 365. Enhanced security measures, such as SSL encryption and Google ReCaptcha technology, help protect your forms from spam. You have the flexibility to select a sophisticated theme or use your own rich HTML to enhance the design. Moreover, you can embed your forms nearly anywhere using embed codes, similar to how you would with YouTube videos, allowing for placement on SharePoint, SharePoint Online, or any other website, content management system, or eCommerce platform. Remarkably, you can even link the form to an email, ensuring it still submits data to your SharePoint list seamlessly, providing a versatile solution for various use cases. This flexibility enables users to integrate forms into their workflow efficiently and effectively.

Using Polydojo is straightforward, making it accessible to everyone without any need for coding skills. To create a form, users simply add the necessary fields and establish the order in which associated forms should be completed. Once the workflow is set up, it functions as a standard template that can be reused. Employees have the ability to execute this workflow multiple times, allowing for the submission of items that require your approval. Whether you need to authorize employee expenses, travel requests, or time off, you can configure it in just a few minutes! Create tailored approval systems specific to your business rather than spending weeks on setup. Consistent and repeatable workflows are essential for maintaining business stability. By implementing these processes, you can elevate your business while minimizing expensive errors and fostering a culture that prioritizes process. Construct forms easily with our intuitive point-and-click builder, choosing from a selection of over 20 different field types. The form-building experience is unparalleled, and you can utilize custom calculations and formulas—beyond just basic addition, we also accommodate square roots, conditionals, and more! Additionally, you can enhance your forms by embedding YouTube videos, which serve as excellent tools for providing instructions or adding contextual information. This feature ensures that users have all the resources they need to complete forms accurately and efficiently.

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

ExpiWell’s exceptional data collection platform, endorsed by numerous researchers globally, effectively tackles the limitations of conventional survey techniques. By utilizing Ecological Momentary Assessment (EMA) and Experience Sampling Method (ESM), it captures real-time data from the world while ensuring outstanding participant engagement. This platform allows for a comprehensive observation of participants' experiences through instantaneous data gathering. It enhances interaction between researchers and participants, leading to greater involvement in the research process. With ExpiWell’s ESM capabilities, research transforms from a mere static process into a dynamic interaction, enabling seamless participant rewards, community building, and immediate feedback. By merging the strengths of ESM with community-centric research approaches, ExpiWell empowers you to nurture connections, promote social support, and enhance engagement within your participant network. This innovative approach enables researchers to deliver timely solutions that can drive meaningful change in their organizations or communities effectively. Ultimately, ExpiWell is revolutionizing the way data is collected and utilized in research, paving the way for more impactful outcomes.

We serve as the connection between physical documents and digital storage, providing efficient PDF workflows that enhance your effectiveness while minimizing administrative tasks. You can conveniently edit PDFs using Google Workspace, launching Lumin directly from platforms like Gmail, Google Drive, or Google Classroom. The process of uploading old documents to the cloud has been simplified like never before. Keep your team aligned with real-time feedback mechanisms and manual editing tools. With Lumin Sign, you can submit projects, negotiate agreements, and finalize signatures all in one place. K-12 educators and students can take advantage of our generous free plan. Our offerings are backed by a robust and continuously updated security framework. Additionally, we utilize a Google-verified storage system, ensuring your documents remain within Google Drive's ecosystem. Foster collaboration with existing team members while also appealing to new recruits using Lumin and Lumin Sign. While each of our innovative solutions stands out on its own, their combined use maximizes effectiveness. Lumin streamlines your team's workflow, significantly reducing unnecessary back-and-forth. With a cloud workspace seamlessly integrated with Google, enjoy the benefits of real-time collaboration like never before.

s360 is the ultimate life underwriting platform that you will ever require. It serves as a comprehensive underwriting workspace seamlessly linked to automated underwriting processes, predictive analytics, telephonic and video interviews, expedited underwriting, and API-connected paramedical exam report gathering, allowing you to maintain full oversight of your case workflow while functioning smoothly and independently. Gain profound insights into underwriting as the platform is built with a strong emphasis on data. It adeptly converts your medical unstructured data into organized, actionable insights. With a wide array of risk assessment tools at your disposal—including predictive models, interviews, automated underwriting, accelerated UDW, lab tests, and detailed underwriting manuals—this platform offers an impressive suite of features to enhance your underwriting experience. Its ability to integrate various data sources makes it a powerful tool for informed decision-making in life underwriting.

Avoid the inefficiency of establishing conditions, logical frameworks, and branching mechanisms. With AI-driven acknowledgments, questions are framed contextually and in real-time, ensuring they are both personalized and pertinent. Adaptive AI capabilities allow for insightful follow-up questions tailored to user responses within a group. This approach enhances our understanding of user behavior, intent, and preferences significantly. As we gather additional data points regarding each user beyond the pre-set queries, we create impactful visualizations that reveal underlying patterns. Furthermore, we categorize responses to bring attention to anomalies and unexpected correlations, enriching the overall analysis. This comprehensive method not only streamlines the process but also deepens the insights we can derive from user interactions.

Easily create drag-and-drop forms on the front end, leading to significant cost reductions and quicker development timelines. This tool offers developers robust features and versatile customization options, allowing for seamless design and adjustments of forms. Users benefit from the ability to craft visually striking and functional forms without needing any coding skills or manual intervention. Its intuitive interface ensures a low learning curve for teams, ultimately conserving valuable development time. OptimaJet FormBuilder stands out as a powerful React-based solution, integrating two vital libraries for efficient form creation and management. These libraries work in tandem to deliver a comprehensive toolkit that streamlines the development of dynamic forms and simplifies their management. This front-end form solution presents a straightforward and adaptable method for incorporating drag-and-drop functionality into React applications. Additionally, OptimaJet FormBuilder is a lightweight solution that efficiently enhances form capabilities within your applications. Its design not only prioritizes user-friendliness but also ensures developers can swiftly implement advanced features without unnecessary complexity.

DoxFlowy is an innovative, no-code document automation platform powered by AI, crafted to enhance the efficiency of generating professional and compliant documents across various sectors like HR, legal, operations, and finance. This platform empowers users to automate their document workflows via dynamic templates, user-friendly data collection forms, and extensive integrations with existing software solutions. Users can either upload pre-existing documents, start new ones from scratch, or take advantage of a collection of templates approved by legal experts. Additionally, DoxFlowy automatically crafts customizable questionnaires linked to these templates, ensuring that users can create documents without errors based on their provided information. The platform also features electronic signature capabilities, offering a straightforward and intuitive signing experience that is both legally binding and compliant, all while maintaining a built-in, tamper-proof audit trail. Furthermore, DoxFlowy seamlessly integrates with leading CRMs, marketing tools, HR applications, and more, enabling the automation of the entire document lifecycle and enhancing productivity across various functions. As a result, businesses can significantly reduce the time and resources spent on document management while ensuring compliance and accuracy.

IndyForms, an easy-to-use digital form and document system, automates administrative tasks and eliminates paperwork. This allows businesses to operate efficiently while remaining compliant. Users can easily create forms, including contracts, registrations, and more, using an AI-powered designer and a template library. This allows them to manage and analyse data, as well as capture and manage it. Conditions simplify submissions. Forms can include interactive elements such as videos, include legally binding eSignatures, and even collect payments. Real-time collaboration with your team or external stakeholders. Assign action items to forms to ensure that obligations are met. Documents can be stored securely and accessed easily in a single platform. Versions are controlled with updates in real-time. Automated workflows can handle approvals, recurring commitments, due dates, and reminders. Users can also track progress and late items at a glance.

Form Fighter is an innovative AI-driven solution designed to simplify the process of form completion by utilizing your uploaded documents and past submissions. Just upload your forms in formats such as Excel, Word, or PDF, and allow our AI to take care of the tedious tasks, producing precise and customized responses each time. The tool efficiently extracts all necessary fields, removing the need for manual configuration and helping you save precious time. By leveraging the documents you share and a repository of pre-approved answers, Form Fighter intelligently selects the most relevant context to deliver optimal responses. With the power of AI, Form Fighter adeptly fills out your forms, ensuring accurate and consistent answers without the hassle of repetitive work. You can quickly review and make any necessary adjustments to the generated responses. If collaboration is required, you can easily gather input from your team, all within a single streamlined process. Once completed, your forms will be in their original format, fully prepared for immediate use without any complications. Form Fighter is versatile and adaptable, making it an essential tool across various industries and sectors to alleviate the challenges associated with repetitive form-filling tasks. Additionally, its user-friendly interface ensures that anyone can easily navigate and utilize its powerful features effectively.

Jodoo is a comprehensive no-code platform that facilitates the rapid creation of personalized business software without requiring any programming skills. It enables users to design and implement custom systems, bringing various business applications together on a single platform. By utilizing Jodoo, you can turn your everyday operations into efficient digital workflows, eliminating the chaos of spreadsheets with bespoke solutions tailored to your specific business requirements. The platform includes a user-friendly drag-and-drop form builder with more than 20 types of fields, which allows for the integration of images, signatures, and calculations, all of which can be accessed on any device. With its real-time database, Jodoo ensures that all your business information is securely stored and consistently updated, featuring capabilities like automatic data linking between forms, comprehensive history tracking, and access controls based on user roles. Moreover, it simplifies collaboration across teams by providing a centralized location for all data, enhancing productivity and decision-making processes.

EA Global AI provides a software-as-a-service platform powered by artificial intelligence, which is specifically engineered to streamline the creation of intricate documentation such as RFIs, RFPs, tenders, DDQs, and ESG disclosures, including CDP, EcoVadis, CSRD, and B Corp. This innovative system can process multiple document types like Word, Excel, PDF, and screenshots, enabling it to align with existing organizational knowledge and deliver new responses that reflect your brand's tone and consistency. Furthermore, it facilitates role-specific workflows for review, approval, and collaboration, while seamlessly integrating with cloud storage solutions such as Google Drive, OneDrive, and SharePoint. Additionally, the platform monitors all modifications and keeps a comprehensive audit trail to ensure compliance with regulatory standards. Notably, use cases demonstrate significant reductions in documentation completion times, such as achieving up to a 90% decrease in the EcoVadis submission cycle, as well as an impressive increase of over 50% in the reuse of pre-approved content across various DDQ processes. This efficiency not only saves time but also enhances overall productivity within organizations.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

ProcessMaker serves as an open-source solution for business process management (BPM) and workflow management. With its easy-to-navigate drag-and-drop interface, it empowers users to enhance their operational efficiency while creating, executing, analyzing, and refining business processes. For those seeking a robust, production-ready BPM platform that supports multiple languages, ProcessMaker is an excellent choice. Key functionalities encompass a Rest API, a versatile form designer, fundamental dashboards, a document output builder, user portals, a cases inbox, and management tools for users, among various other features. This comprehensive set of tools makes it an ideal option for organizations aiming to streamline their workflows.

Streebo is an intuitive and user-friendly application that enables you to create and manage forms seamlessly from your computer, tablet, or smartphone. It offers a platform to design or alter forms, eliminates the need for paper documentation, features drag-and-drop functionality, and ensures high security, allowing for quick and easy data collection and transmission. With capabilities such as offline support, PDF integrations, GPS functionality, E-signatures, and more, Streebo is the essential tool for your business. As major enterprises pivot towards mobile technology, why spend precious time waiting for a developer to create a form for you? We simplify this process with our robust form builder, which empowers you to design appealing and user-friendly forms effortlessly using just drag and drop. This enterprise-ready solution enhances your mobile data collection applications, optimizes business workflows, and removes the reliance on paper forms. You can easily create mobile form applications once and deploy them across various platforms, including browsers, tablets, and smartphones, making it a versatile asset for any organization. Additionally, the flexibility and efficiency of Streebo's solutions position your business to thrive in an increasingly digital landscape.

OZ e-Form serves as the foundational technology for all of our electronic form solutions, providing an intuitive and robust platform for users to effortlessly create Smart eForms, as well as collect, distribute, and manage data with ease. Thanks to our advanced eForm designer, OZ Designer, even individuals without coding experience can swiftly design and publish an eForm within minutes. The OZ e-Form is designed to be accessible on any device or platform, eliminating the need for downloads or installations by functioning seamlessly through modern browsers that support HTML5. It offers a diverse array of input components, including electronic signatures, combo boxes, text boxes, checkboxes, radio buttons, cameras, voice inputs, recorders, timestamps, geolocation, and more. Furthermore, submitted forms can be saved in the compact XML format, which boasts a significantly smaller file size, allowing for quicker transfers compared to traditional image-based or PDF formats. This efficiency makes OZ e-Form an ideal choice for organizations looking to streamline their data management processes.

Your field data will be available faster, richer, and without errors. DoForms data collection app can be used on any device, including smartphones, tablets, laptops, and desktops. It is ready to empower your entire team anytime, anywhere. You can distribute forms, updates, and other task-critical information to as much users as you want. They can be reached across devices in almost real-time. In seconds, turn your data into insights. DoForms makes it easy to create reports in a few clicks. You can also automate the whole process with scheduled reporting. Flexible mobile data collection solutions are available from doForms for all industries. The doForms healthcare-specific mobile solution, combined with our organization-specific system management portal, provide a safe method for collecting patient data and a powerful way to view and manage it. doForms uses the most recent technologies for Data Encryption and Multifactor Authentication to ensure the highest level of security.

Are you tired of waiting endlessly for your application to be developed? Do you find yourself lacking the necessary infrastructure to establish systems and personnel to launch your online business? Do you recognize the challenges involved in designing a database-driven application? With eCube Apps Form Builder, anyone can effortlessly create instant forms on the fly using intuitive drag-and-drop controls, combining flexibility with the ability to simplify complex forms. Now, you can design incredible forms without the need for coding, allowing you to get them up and running in just minutes. Curious about how to incorporate your branding and showcase your skills through these forms? You have the freedom to customize and replace your logo to match your form’s theme. Additionally, eCube Apps Theme Builder offers outstanding features and a diverse selection of options, empowering you to customize the colors and styles of your forms, ensuring they are not only functional but also visually appealing! Whether you're a novice or an expert, creating stunning forms that represent your brand has never been easier.

DynoForms stands out as the simplest yet most robust solution for mobile forms and data collection available today. With an unbeatable price of just $14.95 per month for unlimited usage, we combine affordability with an extensive range of features unmatched by other products in the industry. Our mobile forms are capable of capturing a wide variety of data types, including text, images, barcodes, signatures, sketches, GPS coordinates, and much more. In addition, users can create dynamic charts and graphs, providing insights that competitors simply cannot offer. Our forms are accessible across all mobile devices, as well as through web forms on any desktop or laptop. Enhanced functionalities enable users to upload their own databases for seamless integration within forms, automatically route emails according to the information entered, and connect submitted data with existing PDF documents. Moreover, our innovative Dispatch feature allows you to initiate a form from the back office and send it directly to a mobile user for completion, such as for work orders, thereby enhancing workflow efficiency. This comprehensive approach ensures that every user can tailor their data collection needs effectively.

When you announce a job opening, an influx of resumes arrives through various channels such as mail, email, and fax, each presenting distinct formats that require careful examination to identify the most suitable candidate. The urgency for results is critical since your company is competing for a contract that necessitates individuals with specific skills and expertise, leaving you with limited time to prepare the necessary proposal while also needing to assess the capabilities of your existing workforce. In this scenario, the Generic Resume Data Management System, developed by Working Solutions International, emerges as a valuable resource. This system includes a standardized Generic Resume form that employers and recruiters can distribute to applicants, complemented by a reporting tool designed to efficiently retrieve, organize, and display the accumulated data. Unlike traditional resumes submitted via paper, fax, or email, Generic Resumes are instantly organized and highly searchable, significantly reducing the time employers spend evaluating candidates. By streamlining the resume evaluation process, the system not only enhances productivity but also allows for better-informed hiring decisions.