Forms Automation Software
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Josef
Software Description: Josef is a no-code legal automation platform that empowers lawyers to build bots for intake, documents, FAQs, and advice. Used by top legal teams like Clifford Chance and Bupa, it helps scale services, save time, and streamline legal workflows—without writing a line of code.
Features
No-Code Bot Builder
Workflow Automation
Customizable Templates & Logic
Scalability & Integration
Pros
- User-Friendly Interface
- Quick Implementation
- Versatile Automation Capabilities
Cons
- Limited Collaborative Features
- Missing Advanced Features
- User Interface Improvements Needed
IndyForms
Software Description: IndyForms is a no-code digital form and document management platform that automates admin tasks. It features AI design tools, e-signatures, payments, real-time collaboration, and automated workflows. Ideal for contracts, registrations, and compliance, all documents are securely stored and version-controlled.
Features
AI-Powered No-Code Form Builder
Interactive & Legally Binding Forms
Automated Workflows & Task Assignments
Secure Document Management & Real-Time Collaboration
Pros
- Ease of Use
- Comprehensive Feature Set
- Real-Time Collaboration
Cons
- Limited User Reviews
- Pricing Transparency
- Integration Details
Smarter Drafter
Software Description: Smarter Drafter is a plug-and-play legal automation tool that provides ready-to-use, high-quality legal documents across various practice areas. It streamlines drafting, boosts efficiency, and lets law firms focus on clients, not paperwork.
Features
Pre-Built Legal Content Library
Plug-and-Play Setup
Powerful Document Automation Engine
Practice-Area Versatility
Pros
- Plug-and-Play Setup
- Comprehensive Pre-Built Legal Content
- Intuitive User Interface
Cons
- Limited Customization Options
- Integration Constraints
- Pricing Transparency
Agree&Sign
Software Description: Agree&Sign streamlines complex approval workflows and remote consultations in one secure platform. Ideal for client and partner onboarding, it integrates contract management, forms automation, and proposals to digitize the final steps of the customer journey.
Features
Integrated Online Consultation Tools
Secure Multi-Stage Workflow Management
All-in-One Document & Form Automation
Centralized, Audit-Ready Platform
CHECKS
Software Description: CHECKS is a mobile platform that digitalizes audits, inspections, and business checklists. Developed by TKS, it helps businesses manage stock, brand image, POS, and customer service processes. Users can plan, track, and collect inspection data efficiently from anywhere.
Features
Comprehensive Audit and Inspection Management
Mobile Accessibility
Workflow Design and Management
User and Permission Management
Crown Digital Contract Management
Software Description: Crown Digital Contract Management centralizes contract data for easy access and automates workflows to improve communication and productivity. It features automated document creation, permission-based user roles, streamlined approvals, and mobile access, enabling secure and efficient contract management for enterprises.
Features
Automated Contract Creation and Approval
Centralized Contract Repository with Real-Time Tracking
Role-Based Access Control and Audit Trails
Seamless Integration with Existing Systems
Data Goal
Software Description: Data Goal is survey software for market research, enabling users to build online and offline questionnaires without coding. It supports offline data collection via mobile app, offers GPS tracking and secure storage, and allows easy export of survey results for analysis anytime, anywhere.
Features
Offline Data Collection
User-Friendly Survey Builder
Advanced Analytics and Reporting
Enhanced Security Features
FaultFixers
Software Description: FaultFixers is a maintenance management tool for fault reporting, work scheduling, and task assignment. It offers customizable forms, checklists, and messaging to streamline operations for property and facilities managers. The platform improves efficiency, reduces costs, and increases uptime through automation and self-service features.
Features
Reactive Maintenance Tickets
Customizable Checklists and Forms
Time and Cost Tracking
Team Scheduling and Notifications
Pros
- Ease of Use
- Customizable Features
- Real-Time Updates
Cons
- Limited User Reviews
- Pricing
- Complex Setup
Field Eagle
Software Description: Field Eagle is a customizable inspection software that simplifies data collection in the field. It supports offline inspections, real-time reporting, and centralized data access. Ideal for audits and compliance, Field Eagle enhances accuracy and streamlines workflows across industries.
Features
Offline Inspection Capability with Seamless Synchronization
Customizable Forms and Unlimited Item Hierarchies
Real-Time Reporting and Analytics
Integrated Compliance Management
Flow360.io
Software Description: Flow360.io is a no-code SaaS platform with a drag-and-drop workflow builder that enables easy creation and customization of automated processes. It integrates with other SaaS tools to connect workflows, improving efficiency and simplifying business and compliance automation.
Features
No-Code Drag-and-Drop Workflow Builder
Seamless Integration with Existing Systems
Customizable Templates and Forms
Real-Time Monitoring and Analytics
Form Box
Software Description: Form Box is a mobile and software-based data collection system for NBFCs, insurance, FMCG, pharma, and survey firms. It enables offline data collection, Google Sheet integration, geo-tagging, form customization, and BI analytics. With secure data handling and flexible billing, Form Box simplifies reporting and business operations.
Features
Offline Data Collection
Customizable Form and App Builder
Google Sheet Integration
Advanced Data Analytics with BI Tools
FormsPro
Software Description: FormsPro is a no-code mobile forms platform for field service organizations. It allows users to create custom forms with extensive input types, workflows, and conditional logic. The app works offline and integrates with existing systems, enabling real-time data capture from field teams to streamline operations and improve decision-making.
Features
Customizable Forms
Offline Access
Workflow Automation
Real-Time Data Capture
FSM Lite
Software Description: FSM Lite is a forms-based task management solution that simplifies data management, form creation, and task tracking. It allows users to create and share customizable forms, schedule and assign tasks, and monitor progress, enhancing business process efficiency.
Features
Customizable Forms
Task Scheduling and Assignment
Data Management
Collaboration Tools
Incontrol
Software Description: Incontrol is an intuitive inspection software platform with ready-to-use templates for smartphones, tablets, and browsers. It works online and offline, boosting speed and accuracy. Perfect for field teams, it digitizes inspections with sector-specific forms to streamline your workflow.
Features
Customizable Form Builder with Ready-to-Use Templates
Offline Functionality and Mobile Access
Incontrol Pins for Visual Defect Mapping
AI-Powered Text Entry and Editing
mydocma
Software Description: mydocma is a construction management platform that centralizes project data, user permissions, and statistics. It offers customizable modules for deficiency management, documentation, image and form management, and fire protection documentation, enabling seamless collaboration and transparency across the project lifecycle.
Features
Deficiency Management
Document Management
Form Management
Fire Protection Documentation
Proceedix
Software Description: Proceedix is a SaaS platform that digitizes work instructions, procedures, and inspections for deskless workers. Accessible via mobile devices and smart glasses, it streamlines task execution, boosts compliance, and eliminates paper-based processes, enhancing efficiency and real-time connectivity.
Features
Digital Work Instructions and Checklists
Cross-Platform Accessibility
Offline Functionality with Seamless Synchronization
Compliance and Audit Management
Programmatic
Software Description: Programmatic is an enterprise contract management solution that automates contract execution. It turns clauses into machine-executed actions, handles payment automation, tracks events, and manages vendors and customers—delivering precision, reduced costs, and operational efficiency.Programmatic is a next-generation enterprise contract management platform designed to streamline and automate the execution of contractual obligations. With its self-executing contract capabilities, Programmatic empowers businesses to reduce costs and eliminate human error by converting legal clauses into machine-driven actions. The platform supports event tracking, payment automation via open banking, and seamless vendor and customer management. Built for enterprises seeking precision and efficiency, Programmatic offers a powerful solution that integrates automation into every phase of the contract lifecycle. Join industry leaders adopting Programmatic to revolutionize performance, compliance, and operational clarity in contract management.
Features
Self-Executing Contracts
Open Banking Integration
Vendor and Customer Management
Event Tracking and Automation
Sevenet
Software Description: Sevenet is a document management solution that centralizes correspondence, ensures document traceability, and streamlines workflows. It helps organizations digitally transform operations, track processes, and audit activities, enabling timely responses and transparent communication.
Features
Centralized Correspondence Management
Automated Workflow Tracking
Comprehensive Audit Trails
Advanced Search and Retrieval
WhiteDoc
Software Description: WhiteDoc is a flexible business platform that optimizes workflows by automating contract management, legal documents, forms, and document generation. It enhances efficiency, reduces errors, and accelerates approvals with customizable templates and automation, supporting seamless document lifecycle management across industries.
Features
Document Management
Forms Automation
Document Generation
Digital Signature Integration
XForms Cx
Software Description: XForms Cx is a cloud-based construction commissioning platform offering built-in percentage completion calculations. It helps manage project workflows, documents, and tasks, with features like mobile access, reporting, and API integrations. Ideal for AEC professionals, it enhances project tracking and team collaboration.
Features
Built-in Progress Tracking
Mobile Access
Activity Tracking
API Integrations
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