Best Forms Automation Software with a Free Trial

Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Alpha Anywhere is the only development platform with both low-code and no-code capabilities. Developers can rapidly create secure, cross-platform mobile and web business apps. Alpha leads in offline development, ensuring that data can be captured AND accessed (database lookups/media file retrieval) offline. A powerful bi-directional API can integrate with existing systems of record and workflows, tie into web services, and meet advanced security requirements. Offers: - pre-built templates - full-stack development - sophisticated analytics/dashboards - full-stack development - scale-able, secure, and reliable cloud deployment Professional developers and citizen developers can use the Alpha TransForm mobile forms builder to digitize paper forms in minutes. Offers offline operation, built-in analytics, and unmatched speed, power, and flexibility in the no-code segment.

Cognidox is an online document management system for high-tech, medical device and life sciences product development sectors. Available in the cloud or as an on-premise solution, Cognidox promotes better product lifecycle management and knowledge transfer from developers to clients, partners, and customers. Secure and reliable, Cognidox provides plug-ins for various programs such as Microsoft Office, and we also offer a robust API so that you can integrate almost any process with Cognidox In addition to the core function as a DMS, an add-on for Cognidox also offers a way of allowing licensing and distribution of documents to third parties via fully sandboxed site so you have the power to publish specific documents whilst keeping your main storage secure. Another popular add-on is the gBMS - graphical Business Management System, Use Visio to easily capture your business processes, a good BMS should give you clear oversight of your entire operation.

The smartest way to manage your patient documents. ZENTAKE removes the hassle of managing paper intake documents. It is the perfect electronic intake and consent management platform for your staff and patients. Securely encrypted so you can collect and manage sensitive health data and keep your peace of mind. Save time and money by automating previously time-consuming intake management tasks. Solve your intake management problems forever by taking your form processes digital. Getting up and running is easier than you think. Start sending forms in minutes. ZENTAKE is designed to save your team and patients the headache of paper forms. It doesn't matter if patients complete their forms at home or in your office, ZENTAKE's intake tools help streamline your operations, while giving patients the safe, contactless options they want and you the specific information you need.

s360 is the only life underwriting platform you’ll ever need. A complete underwriting workbench connected to Automated underwriting, predictive models, tele and video interviews, accelerated underwriting, and API-integrated paramedical exams report collection – have full control over your case pipeline and operate elegantly and autonomously. Get deeper underwriting insights because it was designed with a data-focused philosophy. It transforms your medical unstructured data into structured insights. Rich in a variety of risk analysis channels - predictive models, interviews, automated underwriting, accelerated UDW, lab exams, and underwriting manuals, among other incredible features.

Interlace Health has reduced overhead costs by millions of dollars annually for 1100+ healthcare organizations nationwide – simply by changing their processes. Healthcare organizations gain all the efficiencies and overhead reduction of Interlace Health, without the expense or disruption of transitioning to a different EHR or adopting new software. Interlace Health is designed for seamless integration and customization with existing systems. Patients can complete forms, provide insurance information, and pay their co-pays from home, on their own device, before they arrive. Or, do so in a fraction of the time on site. What was once overly time-consuming and frustrating for patients and staff, is now easy and efficient for everyone. Staff no longer needs to ask for payment, and patients never have to be surprised at what they owe. Our Patient Intake Solution asks for co-pays and balances owed, so patients can pay before they arrive.