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:

doForms is a powerful forms automation software that revolutionizes data collection and management for businesses. Designed for ease of use, doForms allows users to create customized digital forms without the need for coding. This flexibility enables organizations to gather information in real time, improving accuracy and efficiency. With its mobile-friendly platform, field workers can complete fo... Read more about doForms

Free Trial

Available

Pricing Type

$9.95 Per feautre

Location

United States

ProForm is a specialized real estate transaction management software designed to simplify the complexities of property transactions. This intuitive platform provides real estate professionals with the tools they need to manage listings, offers, and closing processes effectively. With features such as document management, electronic signatures, and task tracking, ProForm streamlines workflows and e... Read more about ProForm

Free Trial

Available

Pricing Type

$2000 Per one-time

Location

United States

Field2Base is a robust field service management software tailored to streamline operations for businesses in various industries. It facilitates efficient communication between field staff and the office, enabling realtime updates on work orders and schedules. With a mobilefriendly interface, technicians can access job details, capture customer signatures, and submit reports onsite, enhancing produ... Read more about Field2Base

Free Trial

NA

Pricing Type

$20 Per user

Location

United States

Josef is a powerful forms automation software that enables organizations to create, manage, and automate complex forms and workflows seamlessly. With its user-friendly interface, users can build customized forms using a drag-and-drop editor, allowing for easy incorporation of various fields, logic, and conditional questions. Josef streamlines the data collection process by automating workflows, en... Read more about Josef

Free Trial

NA

Pricing Type

Contact Vendor

Location

Australia

Mobenzi is a powerful forms automation software designed to streamline data collection and enhance efficiency across various industries. The platform allows organizations to create customizable digital forms that can be deployed on mobile devices, enabling users to collect data in real time, even in remote locations. With its user-friendly interface, Mobenzi simplifies the form creation process, a... Read more about Mobenzi

Free Trial

Available

Pricing Type

$195 Per user

Location

South Africa

Iterop is a workflow management software designed to streamline processes, increase productivity, and ensure seamless collaboration across teams. With Iterop, organizations can automate repetitive tasks, track project progress, and manage resources more efficiently. The platform offers customizable workflows that can be tailored to suit the specific needs of different teams or departments. Iterop�... Read more about Iterop

Free Trial

Available

Pricing Type

$10 Per user

Location

France

iTacit is a comprehensive learning management system (LMS) designed to help organizations train and develop their workforce efficiently. The platform provides tools for creating, delivering, and tracking training programs, ensuring that employees have access to the resources they need to succeed. iTacit supports a variety of learning formats, including e-learning courses, videos, and assessments, ... Read more about iTacit

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

Informed K12 is an innovative forms automation software designed to simplify and streamline the process of managing school district forms and approvals. By digitizing paper-based forms and workflows, Informed K12 helps educational institutions reduce administrative overhead and improve efficiency. The platform allows school administrators, teachers, and parents to access and complete forms online,... Read more about Informed K12

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Escala is a comprehensive Customer Relationship Management (CRM) Software designed to help businesses manage and enhance their interactions with current and potential customers effectively and efficiently. It offers a robust platform for organizing customer information, tracking sales activities, and automating marketing efforts, ensuring that organizations can build strong, lasting relationships ... Read more about Escala

Free Trial

NA

Pricing Type

$21 Per user

Location

Colombia

ActiveFORMS is a forms automation software that enables businesses to create, distribute, and manage digital forms effortlessly. The platform includes customizable templates, drag-and-drop form builders, and automated workflows, allowing teams to collect information quickly and accurately. ActiveFORMS supports a variety of form types, from customer surveys to employee onboarding forms, making it v... Read more about ActiveFORMS

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Electronic Document Management System

FileHold is a user-friendly document management software that simplifies the way you organize, access, and collaborate on your files. With its intuitive interface, you can easily store, search, and retrieve documents, saving you time and reducing clutter. What sets FileHold apart is its robust version control, ensuring you always work with the most up-to-date information. The software's permission... Read more about FileHold

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Stop chasing your clients for documents

FileInvite is a streamlined document collection software that revolutionizes the way professionals gather information from clients. It's particularly effective for industries like finance and legal services, where secure document handling is crucial. FileInvite simplifies the process by allowing users to create customizable requests for information or documents, which clients can respond to direct... Read more about FileInvite

Free Trial

NA

Pricing Type

$829 Per month

Location

United States

FormFast is a leading forms automation solution designed to streamline the process of form creation, management, and submission. It automates document workflows, reducing the need for manual data entry and improving overall efficiency. With its user-friendly interface and pre-built templates, users can quickly create customized forms that meet their specific business requirements. FormFast integra... Read more about FormFast

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Datango is a powerful learning management system (LMS) designed to streamline employee training and development processes for businesses. The platform offers a wide range of tools for creating, delivering, and tracking training programs, including e-learning modules, assessments, and interactive content. Datango supports compliance training, onboarding, and professional development, ensuring that ... Read more about datango

Free Trial

Available

Pricing Type

$4000 Per user

Location

Germany

SelectPdf is an advanced forms automation software designed to streamline the creation, management, and processing of digital forms for businesses across various industries. It offers a comprehensive platform for designing customizable forms, collecting data, and automating workflow processes with ease and efficiency. SelectPdf’s intuitive interface allows users to create professional-looking fo... Read more about SelectPdf

Free Trial

Available

Pricing Type

$499 Per user

Location

Poland

irth WorkSpace is a cutting-edge workflow management software designed to enhance collaboration and streamline processes within teams. This platform offers an array of features, including task management, project tracking, and document sharing, all integrated into a single, user-friendly interface. With customizable workflows, irth WorkSpace allows organizations to tailor processes to their specif... Read more about irth WorkSpace

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Legito is a document control software designed to streamline document creation, management, and automation for businesses. With Legito, users can create custom document templates, automate repetitive tasks, and track document versions, ensuring consistency and compliance. The software offers a userfriendly editor for building complex templates, making it easy for teams to standardize documents suc... Read more about Legito

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Weever is a comprehensive project management software designed to help businesses plan, execute, and monitor projects with precision and ease. It offers a robust platform for managing tasks, timelines, and team collaboration seamlessly. Weever features intuitive project tracking tools, allowing managers to assign tasks, set deadlines, and monitor progress in real-time. The software includes advanc... Read more about Weever

Free Trial

Available

Pricing Type

$199 Per month

Location

Canada

Catalytic is a document management software designed to help businesses automate their document workflows and improve operational efficiency. It offers a suite of tools for document capture, storage, organization, and retrieval, allowing teams to manage their documents seamlessly. With Catalytic, businesses can automate repetitive tasks such as document categorization, approval workflows, and data... Read more about Catalytic

Free Trial

Available

Pricing Type

$1 Per feautre

Location

United States

Crown Accounts Payable DMS (Document Management System) is an accounts payable software designed to automate and streamline the invoicing and payment approval process. The software provides an efficient way to manage incoming invoices, track payments, and ensure timely and accurate processing. Crown Accounts Payable DMS integrates with existing accounting systems, enabling users to automatically c... Read more about Crown Accounts Payable DMS

Free Trial

NA

Pricing Type

$500 Per user

Location

India

Crown Digital Contract Management is a powerful software solution that helps businesses manage the lifecycle of contracts from creation to expiration. With features for contract drafting, approval, storage, and renewal, the software ensures that organizations stay organized and compliant throughout the contract management process. Crown Digital Contract Management offers customizable templates, ve... Read more about Crown Digital Contract Management

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Crown HR Document Management System is a specialized software solution designed to streamline the storage, management, and retrieval of human resource (HR) documents within an organization. With features tailored specifically for HR departments, this system allows businesses to organize and access employee records, contracts, performance reviews, benefits information, and other sensitive documents... Read more about Crown HR Document Management System

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

GoZen Forms is a forms automation software that helps businesses and organizations automate the creation, distribution, and management of forms. This software enables users to build customized forms with ease, using a drag-and-drop interface and a wide range of pre-built templates. GoZen Forms streamlines data collection by automatically routing form responses to the appropriate departments or sys... Read more about GoZen Forms

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Superblocks is an app-building software platform that allows users to create, deploy, and manage custom applications without extensive coding knowledge. Designed for developers and non-developers alike, Superblocks provides a drag-and-drop interface, enabling users to build applications for web and mobile platforms easily. The platform includes a wide range of customizable components, such as form... Read more about Superblocks

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Feathery is a powerful forms automation software designed to help businesses create, manage, and automate forms without needing any coding knowledge. Whether it’s for lead capture, customer feedback, internal surveys, or HR-related forms, Feathery provides an easy-to-use platform for building customizable forms that can be integrated with websites, email campaigns, and mobile apps. The software ... Read more about Feathery

Free Trial

NA

Pricing Type

Contact Vendor

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.