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:

Client Onboarding is a forms automation software designed to streamline the process of acquiring new customers by digitizing paperwork and workflows. It enables businesses to create, distribute, and manage electronic forms securely, reducing manual data entry errors and saving time. The software supports customizable templates, electronic signatures, and conditional logic to ensure a smooth onboar... Read more about Client Onboarding

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Typebot is a forms automation software designed to help businesses create, manage, and automate form submissions without the need for complex coding. The platform provides a simple drag-and-drop interface for designing customized forms for lead generation, surveys, registrations, and more. Typebot automates form workflows, such as data collection, validation, and follow-up emails, reducing manual ... Read more about Typebot

Free Trial

NA

Pricing Type

$39 Per user

Location

France

formrun is a powerful forms automation software designed to help organizations streamline data collection and enhance their workflows. This platform provides tools for creating, managing, and analyzing online forms and surveys, ensuring that businesses can gather valuable insights and feedback efficiently. With features such as customizable form templates, automated notifications, and real-time an... Read more about formrun

Free Trial

Available

Pricing Type

$3880 Per user

Location

Japan

LumisXP is a Digital Experience Platform (DXP) that provides organizations with tools to deliver personalized, engaging digital experiences across multiple channels. This software integrates content management, customer insights, and analytics, allowing businesses to understand and respond to user needs effectively. LumisXP’s centralized dashboard enables users to manage website content, social ... Read more about LumisXP

Free Trial

Available

Pricing Type

Contact Vendor

Location

Brazil

PreciseFP is a user-friendly forms automation software designed to streamline the creation, distribution, and management of forms for businesses. Ideal for financial advisors, healthcare providers, and other industries requiring complex forms, PreciseFP allows organizations to build custom forms tailored to their needs without the need for coding or technical expertise. The platform provides pre-b... Read more about PreciseFP

Free Trial

Available

Pricing Type

$85 Per month

Location

United States

Intelligent Automation Solutions Built for Modern Finance Teams

DocuPhase is a game-changing software that revolutionizes document management and workflow automation. With its intuitive interface, you can effortlessly capture, store, and organize documents, reducing the clutter and enhancing efficiency. What sets DocuPhase apart is its robust automation capabilities, streamlining repetitive tasks and ensuring consistent processes. Say goodbye to manual data en... Read more about DocuPhase

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Agreement Express is a compliance software solution designed to help financial institutions and businesses manage risk and ensure regulatory compliance. The platform provides tools for automating the onboarding process for clients, tracking compliance status, and generating audit-ready reports. With Agreement Express, businesses can streamline their client onboarding processes by automating tasks ... Read more about Agreement Express

Free Trial

NA

Pricing Type

$5 Per user

Location

Canada

LinkTexting is an innovative forms automation software designed to streamline data collection and improve efficiency for organizations. This platform provides tools for creating and distributing digital forms, enabling users to gather information quickly and accurately. With its user-friendly interface, LinkTexting allows organizations to design customizable forms that can be shared via SMS, email... Read more about LinkTexting

Free Trial

Available

Pricing Type

$19 Per feautre

Location

United States

Snappii is a powerful construction management software designed to streamline project management and enhance collaboration for construction professionals. With its user-friendly platform, Snappii allows users to manage project timelines, budgets, and resources effectively. The software features customizable templates for various construction forms, enabling users to collect data and document proce... Read more about Snappii

Free Trial

Available

Pricing Type

$17 Per user

Location

United States

Lightico is a digital signature software that streamlines customer interactions by providing a fast, secure, and compliant way to collect signatures and documents online. Designed with customer-facing industries in mind, such as finance, insurance, and telecommunications, Lightico enables businesses to close transactions more quickly by digitizing the document-signing process. The platform support... Read more about Lightico

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

frevvo is an intuitive workflow management software designed to help organizations streamline their business processes and enhance efficiency. The platform offers comprehensive tools for form creation, process automation, and reporting, enabling businesses to optimize their workflows effectively. With frevvo, users can easily design custom forms, automate approvals, and track process performance i... Read more about frevvo

Free Trial

Available

Pricing Type

$400 Per month

Location

United States

Magento 2 Form Builder is an intuitive forms automation software designed to enhance the user experience for ecommerce websites powered by Magento 2. This platform enables online merchants to create custom forms quickly and easily, including contact forms, surveys, feedback forms, and registration forms. With its draganddrop interface, users can design forms without requiring coding knowledge, all... Read more about Magento 2 Form Builder

Free Trial

NA

Pricing Type

$299 Per one-time

Location

Canada

uCalc is a forms automation software that allows businesses and individuals to create customizable, interactive forms and calculators. With uCalc, users can build forms for a wide range of applications, from customer surveys and lead capture to ecommerce calculations. The platform offers an intuitive draganddrop editor, making it easy for users of all skill levels to create forms without coding kn... Read more about uCalc

Free Trial

Available

Pricing Type

$2.85 Per month

Location

Kazakhstan

SYDLE ONE is a cutting-edge data analysis software designed to empower organizations with powerful insights and data-driven decision-making capabilities. This platform provides a comprehensive suite of analytical tools for processing, visualizing, and interpreting data from various sources. With SYDLE ONE, users can easily create customizable dashboards, generate reports, and perform advanced anal... Read more about SYDLE ONE

Free Trial

Available

Pricing Type

$19 Per user

Location

Brazil

EasySend is a forms automation software that simplifies the creation and management of digital forms for businesses. This platform allows companies to replace manual paper forms with customizable, user-friendly digital alternatives, streamlining data collection and reducing administrative burden. EasySend’s drag-and-drop interface makes form creation easy, while its advanced features include con... Read more about EasySend

Free Trial

NA

Pricing Type

Contact Vendor

Location

Israel

ManyContacts is a powerful forms automation software designed to help organizations streamline their data collection processes and improve efficiency. The platform provides comprehensive tools for creating, distributing, and analyzing online forms, ensuring that users can capture information seamlessly. ManyContacts allows users to design customizable forms with various fields, such as text, multi... Read more about ManyContacts

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Plumsail Forms is a versatile Forms Automation Software designed to simplify the creation, distribution, and management of online forms for businesses and organizations. The platform offers a comprehensive suite of tools for designing customized forms, automating data collection processes, and integrating with various applications, ensuring efficient and streamlined form management. Features inclu... Read more about Plumsail Forms

Free Trial

Available

Pricing Type

$15 Per user

Location

United States

Form.io is a versatile forms automation software that streamlines the process of creating, managing, and automating online forms for businesses and organizations. It offers a drag-and-drop interface, making it easy to build customized forms for various purposes such as data collection, surveys, and registrations. Form.io allows for seamless integrations with backend systems, enabling businesses to... Read more about Form.io

Free Trial

Available

Pricing Type

$3600 Per year

Location

United States

Eigen is a Natural Language Processing (NLP) software platform designed to help businesses extract valuable insights from unstructured text data. By leveraging advanced NLP algorithms and machine learning models, Eigen can process large volumes of text, such as customer reviews, emails, contracts, and documents, and convert it into actionable data. The software supports text classification, entity... Read more about Eigen

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

WinTask is an innovative forms automation software designed to streamline the creation, distribution, and management of digital forms for businesses and organizations. This platform offers robust tools for designing customizable forms that can be easily integrated into various workflows, enhancing efficiency and accuracy. With WinTask, users can create a wide range of forms, from simple surveys to... Read more about WinTask

Free Trial

Available

Pricing Type

$249 Per one-time

Location

France

FastField is an innovative data entry software designed to streamline the collection and management of information in various industries. With its user-friendly interface and robust features, FastField allows users to create custom forms tailored to their specific data collection needs, whether in the field or the office. The software supports offline functionality, enabling data entry even in are... Read more about FastField

Free Trial

Available

Pricing Type

$25 Per user

Location

United States

Paperless Online is an innovative Document Management Software designed to help businesses transition to a paperless environment seamlessly. It offers a comprehensive platform for digitizing, organizing, and securely storing documents, ensuring easy access and retrieval. Paperless Online features an intuitive interface that allows users to upload and categorize documents, apply metadata, and utili... Read more about Paperless Online

Free Trial

Available

Pricing Type

$25 Per feautre

Location

United States

Device Magic is a mobile-friendly data entry software that helps businesses streamline data collection and management processes. Designed for field teams and remote workers, Device Magic allows users to capture data in real-time using mobile devices, eliminating the need for paper forms and manual data entry. The platform supports customizable forms that can be tailored to specific business needs,... Read more about Device Magic

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Flowfinity is a versatile application development software designed to help businesses create custom applications without the need for extensive coding. The platform provides a drag-and-drop interface that allows users to build and deploy apps tailored to their specific needs. Flowfinity supports various business processes, including data collection, workflow automation, and reporting, making it a... Read more about Flowfinity

Free Trial

Available

Pricing Type

$40 Per user

Location

Canada

Penneo Sign is a secure digital signature software that streamlines document signing and verification for businesses and professionals. Designed to support legal compliance, Penneo Sign provides encrypted signature and verification processes, ensuring the integrity of signed documents. The software offers a user-friendly interface, making it easy to sign and manage documents digitally. Penneo Sign... Read more about Penneo Sign

Free Trial

Available

Pricing Type

$129 Per month

Location

Denmark

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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.