Best Forms Automation Software

Forms automation software streamlines the creation, distribution, and management of digital forms, helping businesses save time, reduce errors, and improve efficiency. These tools enable automated workflows, allowing users to collect, process, and route information seamlessly. Form workflow software is ideal for tasks like employee onboarding, expense approvals, customer feedback collection, and compliance documentation. The best forms automation software includes features such as customizable templates, drag-and-drop form builders, integration with other business tools, and real-time tracking. Advanced solutions support conditional logic, electronic signatures, and automated notifications to ensure smooth workflows. Whether for HR, finance, or customer service, forms automation tools enhance productivity and simplify data management. Explore top-rated forms automation software to optimize your workflows and reduce manual effort. Choose solutions designed to automate processes, improve accuracy, and support business growth.
  • 3.9 avg. rating from 03 reviews

Last Updated: October 01, 2025

569 Software

List of Top Forms Automation Software | Form Automation & Workflow Software

Pricing Options

Monthly Subscription

Annual Subscription

One-Time Payment

Quote Based

Features

Electronic Signature

Forms Creation & Design

Customizable Templates

Offline Access

Archiving & Retention

Collaboration Tools

Drag & Drop

Version Control

Forms Management

Process/Workflow Automation

Full Text Search

Third-Party Integrations

Data Import/Export

Access Controls/Permissions

File Storage

Customizable Forms

Artificial Intelligence

Company Size

Self Employed

Small Business

Medium Business

Enterprise

I'm looking for Forms Automation Software that is:

Pandora-AX is an intuitive forms automation software designed to simplify and streamline the creation, management, and processing of business forms. With Pandora-AX, businesses can easily convert paper-based forms into digital versions, automating the entire process of form collection, approval, and data entry. The software offers customizable templates for various types of forms, such as surveys,... Read more about Pandora-AX

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

The enterprise work management platform

Smartsheet is a versatile work management and automation tool that simplifies complex tasks. With a spreadsheet-like interface, users can easily create, organize, and collaborate on sheets. These sheets serve as dynamic project plans, allowing for real-time updates and seamless collaboration. Smartsheet's grid structure makes it easy to track tasks, deadlines, and dependencies. Automation features... Read more about Smartsheet

Free Trial

30 Days

Pricing Type

$9 Per month

Location

United States

The Work Management Software To Maximize Business Efficiency

monday.com is a versatile work operating system designed to streamline collaboration and project management. Its colorful and intuitive interface simplifies complex workflows, offering customizable boards to fit various team needs. From task tracking to project timelines, monday.com adapts to your unique processes. Team members can easily communicate, share files, and update progress in real-time,... Read more about monday.com

Free Trial

Available

Pricing Type

$9 Per month

Location

Israel

Easy-to-use, no-code Process Platform

Process Street is a user-friendly business process management (BPM) platform designed to streamline workflows and enhance efficiency. It serves as a digital checklist and workflow automation tool. Users can create and manage process documents with ease, ensuring standardized procedures. Notable features include customizable templates, dynamic due dates, and task assignments for team collaboration.... Read more about Process Street

Free Trial

14 Days

Pricing Type

$1500 Per month

Location

United States

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

Free Trial

15 Days

Pricing Type

$1990 Per month

Location

United States

Alfresco Digital Business Platform is a comprehensive enterprise content management (ECM) solution that helps businesses manage, store, and share digital content effectively. It offers robust features for document management, collaboration, and workflow automation. With cloud-based storage and AI-powered search, users can easily access, organize, and retrieve documents in real time. Alfresco’s p... Read more about Alfresco Digital Business Platform

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Cognito Forms is an intuitive form builder software that empowers users to create customized forms for various purposes without any coding knowledge. The platform offers a drag-and-drop interface, allowing users to design forms tailored to their specific needs, whether for registrations, surveys, or orders. Cognito Forms supports advanced features like conditional logic, calculations, and payment ... Read more about Cognito Forms

Free Trial

Available

Pricing Type

$19 Per month

Location

United States

PowerSchool Ecollect Forms is an innovative Forms Automation Software designed to streamline the creation, distribution, and management of forms within educational institutions and organizations. It offers a robust platform for designing customizable digital forms, collecting data efficiently, and automating workflows, ensuring that form-related processes are handled smoothly and effectively. Powe... Read more about PowerSchool Ecollect Forms

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Versatile & Robust Project Management Software

Wrike, a dynamic project management platform, revolutionizes team collaboration with its user-friendly features. Designed for simplicity, Wrike empowers teams to plan, track, and manage projects seamlessly. The platform's customizable dashboards offer real-time insights, enhancing decision-making processes. Wrike's flexibility adapts to various work styles, making it suitable for diverse teams and... Read more about Wrike

Free Trial

14 Days

Pricing Type

$10 Per month

Location

United States

Formsite is an intuitive forms automation software designed to simplify the process of creating, managing, and analyzing online forms. This powerful platform allows users to build customizable forms without requiring any coding skills, making it accessible for businesses of all sizes. With features like drag-and-drop form builders, secure data collection, and real-time analytics, Formsite empowers... Read more about Formsite

Free Trial

14 Days

Pricing Type

$24 Per month

Location

United States

123FormBuilder is a versatile survey software that enables users to create custom online forms and surveys effortlessly. With its intuitive drag-and-drop interface, businesses can design professional-looking forms without any coding knowledge. The platform offers a wide range of templates to cater to various needs, from customer feedback surveys to event registrations. 123FormBuilder provides powe... Read more about 123FormBuilder

Free Trial

NA

Pricing Type

$37 Per month

Location

Romania

Webdocs Forms Management is an advanced forms automation software designed to simplify the creation, distribution, and management of digital forms for businesses of all sizes. The platform offers a user-friendly interface for designing customizable forms, including surveys, applications, feedback forms, and registration forms, without the need for extensive technical expertise. Webdocs Forms Manag... Read more about Webdocs Forms Management

Free Trial

Available

Pricing Type

$0.01 Per feautre

Location

United States

Pruvan is a powerful construction management software designed to simplify project management and enhance collaboration among teams in the construction industry. This platform provides robust tools for tracking job progress, managing schedules, and coordinating resources effectively. Pruvan’s user-friendly interface enables project managers to create detailed project plans and assign tasks to te... Read more about Pruvan

Free Trial

Available

Pricing Type

$42 Per month

Location

United States

EUR is an innovative forms automation software designed to help organizations streamline the creation, distribution, and management of forms and documents. This platform provides tools for designing customizable forms, automating data collection, and ensuring compliance with regulatory requirements. With features such as drag-and-drop form builders, real-time analytics, and integration with existi... Read more about EUR

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Ideagen Smartforms is an advanced forms automation software designed to streamline data collection and management processes for organizations. This platform provides tools for creating, distributing, and analyzing forms, ensuring that businesses can capture information efficiently. With its user-friendly interface, Ideagen Smartforms allows users to easily design customized forms tailored to their... Read more about Ideagen Smartforms

Free Trial

Available

Pricing Type

$47 Per user

Location

United Kingdom

Solving key industry challenges with innovative solutions

Ideagen OpsBase is a powerful safety management software platform designed to help organizations maintain compliance and improve safety protocols across various industries, from manufacturing to healthcare. OpsBase enables businesses to streamline risk assessments, safety audits, and incident reporting through an intuitive cloud-based platform. Users can easily track and manage workplace hazards, ... Read more about Ideagen OpsBase

Free Trial

Available

Pricing Type

$300 Per month

Location

United Kingdom

The modern CMMS your team will actually use.

MaintainX is a user-friendly maintenance management platform designed to simplify work order and procedure management for businesses. It provides a centralized digital space for teams to create, assign, and track maintenance tasks effortlessly. With features like real-time communication and photo documentation, MaintainX enhances collaboration and transparency within organizations. The mobile-frie... Read more about MaintainX

Free Trial

Available

Pricing Type

$20 Per month

Location

United States

PandaDoc Waivers is an intuitive software solution designed to streamline the process of creating, sending, and managing digital waivers. Perfect for businesses that require signed agreements, releases, or consent forms, PandaDoc Waivers allows you to quickly draft customized waivers, send them for electronic signatures, and track the completion of each document. The platform supports a range of i... Read more about PandaDoc Waivers

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Agree&Sign is an advanced contract management software designed to streamline the creation, negotiation, and execution of contracts within organizations. The platform offers comprehensive tools for drafting contracts using customizable templates, automating approval workflows, and securely storing executed agreements. With features such as e-signature integration, version control, and real-time co... Read more about Agree&Sign

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

Streamline proposals, quotes & other business document workflows

PandaDoc is a comprehensive document automation software that streamlines the process of creating, managing, and signing digital documents. Designed for ease and efficiency, it offers a user-friendly interface, making document handling straightforward even for beginners. Its core features include a robust template library, which speeds up document creation, and an electronic signature function, en... Read more about PandaDoc

Free Trial

14 Days

Pricing Type

$19 Per month

Location

United States

Find your next salon, spa, or fitness professional.

Vagaro is a versatile business management software designed for the wellness industry. It simplifies scheduling with an easy-to-use calendar, allowing clients to book appointments online. Vagaro also manages client profiles, keeping track of preferences and visit history. Its point-of-sale system streamlines transactions, supporting product sales and service payments. Vagaro offers customizable ma... Read more about Vagaro

Free Trial

30 Days

Pricing Type

$30 Per month

Location

United States

Paperform is an intuitive form builder software that empowers users to create customized forms, surveys, and quizzes effortlessly. With its drag-and-drop interface, individuals and businesses can design forms that align with their branding and specific needs, without any coding knowledge. Paperform supports a wide range of fields, including text, images, and payment options, making it versatile fo... Read more about Paperform

Free Trial

Available

Pricing Type

$24 Per user

Location

Australia

Quadient Inspire is an advanced customer experience software solution that enables businesses to create, manage, and optimize customer communications across multiple channels. Whether it's email, print, web, mobile, or social, Quadient Inspire allows businesses to deliver consistent and personalized messages, enhancing the overall customer journey. With powerful document design and automation feat... Read more about Quadient Inspire

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

The Most Complete Platform for Process Automation

Nintex Process Platform is a cutting-edge process automation platform that redefines how businesses streamline and optimize their workflows. As a versatile solution, it empowers organizations to effortlessly design, automate, and manage processes, enhancing operational efficiency. This platform stands out for its user-friendly interface, allowing users to create intricate workflows without the nee... Read more about Nintex Process Platform

Free Trial

30 Days

Pricing Type

$2400 Per year

Location

United States

Build multi-user apps, workflows and dashboards with little to no code.

Caspio is a user-friendly, no-code platform empowering businesses to create custom applications without extensive coding. Its intuitive drag-and-drop interface makes the app development process simple. It enables users with varying technical expertise to build robust solutions. Caspio's cloud-based nature ensures easy deployment and scalability and eliminates the need for complex infrastructure. T... Read more about Caspio

Free Trial

14 Days

Pricing Type

$7,300 Per month

Location

United States

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Frequently Asked Questions

Forms Automation Software automates the creation, management, and processing of forms, reducing manual effort and improving efficiency. It allows businesses to streamline workflows by automatically generating forms based on predefined rules, managing approvals, and triggering actions based on form submissions. It is widely used for HR, finance, and customer service operations.

Form automation software saves time, reduces human error, and improves operational efficiency by automating repetitive tasks. It helps businesses streamline internal processes, ensure compliance with regulations, and provide a better experience for employees and customers.

Key features include customizable workflows, automated data entry, approval routing, form tracking, real-time notifications, and integration with other business systems such as CRMs and ERPs. The software should also provide analytics to track the performance of forms and automate responses based on predefined conditions.

Look for software that offers easy-to-use workflow customization, seamless integration with other systems, and real-time tracking of form submissions. The software should also provide security features, such as data encryption and compliance with industry regulations, as well as reporting tools to help measure form effectiveness.

Form automation software simplifies the process of managing forms by automating the creation, submission, and approval processes. It allows businesses to define workflows, track form progress, and trigger actions based on form data, improving overall efficiency and reducing the manual effort required for form management.

When selecting form automation software, consider your business's specific needs, such as the types of forms you manage, the volume of submissions, and the complexity of your approval workflows. The software should integrate well with your existing systems and offer robust automation features to support your business operations.

Cloud-based forms automation software offers flexibility, scalability, and ease of integration with other tools, making it ideal for businesses that need real-time updates and remote access. On-premise solutions may provide greater control but tend to be less flexible and require more maintenance.

Check if the software can accommodate increasing volumes of forms, users, or workflows. It should allow for easy updates and provide flexibility to handle new types of forms or processes as your business expands. Scalability also includes the ability to integrate with additional systems and handle more complex workflows over time.

Compare features like workflow customization, integration capabilities, security and compliance features, and reporting tools. The software should also support automated data entry, real-time notifications, and provide detailed tracking of form submissions to improve decision-making.

Form automation software typically includes reporting tools that track form submission trends, approval workflows, and process bottlenecks. This helps businesses monitor performance, identify areas for improvement, and streamline operations for better efficiency.

Most forms automation software solutions are cloud-based, offering flexibility and ease of integration with other cloud-based tools. Cloud solutions are ideal for businesses that need real-time updates, mobile access, and scalability.

Form automation software integrates with CRMs, ERPs, email marketing platforms, and document management systems. These integrations help businesses streamline workflows, automate data transfer between systems, and enhance overall process efficiency.

Yes, forms automation software typically offers analytics and reporting features that help businesses track the performance of forms, monitor submission trends, and optimize approval workflows. These reports provide valuable insights for improving operational efficiency and decision-making.