Docmosis

Docmosis

Docmosis Pty Ltd
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About

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

About

FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start. With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of form building and data cleanup. Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack. Ready to give FormAssembly a try?

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Software Developers and Integrators

Audience

Enterprise, Mid-Size Business, Small Business, Startups, Government, Healthcare, Higher Education, Nonprofit and Financial Services

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49.00/month
The full USD pricing of the licensed and cloud products is displayed on the Docmosis website.

Different editions and tiered plans cater for small start-ups through to large-scale enterprise operations.

The Docmosis enterprise editions are designed to handle intensive document generation with the ability to accept multiple parallel requests and facilitate load balancing and redundancy.
Free Version Not Supported
Free Trial Supported

Pricing

Contact Sales. Visit website for plan options
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.5 / 5
support 3.5 / 5

Pros from Real Users

Pros

  • - Ease of use - Quality of documents generated - Responsive support provided - Increased productivity & time savings
  • Docmosis took our algorithms, integrated with our back end system and helped us to produce products that are visually pleasing and user friendly.
  • - Ease of use/maintenance - Versatility of templating
  • We are a very busy law center. Every month our company has to generate 1000's of documents for our customers. For the last 10 years this process involved a human resource - copy 'n pasting from the CRM onto a word document then converting to PDF and emailing back to the customer (as you can imagine this comes with many issues- consistency, accuracy and keeping staff motivated to actually do the tedious task. Then I discovered Docmosis. We can now save 100's of man hours for $50 pm and radically improve the customer experience. E.g. Before, to produce a specific document for a customer had a 1-2 business day timeline. Now! It's 3 seconds after you click a customized button in Zoho CRM- We've even got our PHP code pushing back the PDF url into Zoho which automatically emails the customer. What's also great is that marketing can control the branding by maintaining one set of documents in the docmosis cloud. Before it took months to get the operations team onto a new letterhead. I'm the office hero right now! :)

Pros from Real Users

Pros

  • - My form builder of choice as a Salesforce admin due to the easy-to-use Salesforce connectors - Loads of customisation and flexibility in the form building, conditional logic, calculated fields and validation - Highly customisable branding themes - A variety of payment connectors - Good user guides and documentation
  • - Salesforce connectors are easy to use and adaptable. - Support are helpful (when they are eventually able to reply)

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Docmosis Pty Ltd
Founded: 2013
Australia
www.docmosis.com

Company Information

FormAssembly
Founded: 2006
United States
www.formassembly.com

Alternatives

Alternatives

Fluent

Fluent

Apryse
formsflow.ai

formsflow.ai

AOT Technologies
Formstack

Formstack

Intellistack

Categories

Reporting Supported

Categories

Data Collection Supported

This is what modern data collection looks like. Collect, connect, and control AI-ready data faster than ever before. FormAssembly redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack. FormAssembly is an enterprise-grade platform built to simplify data collection at scale. With an intuitive interface, advanced architecture, and built-in automation, FormAssembly makes it easy to create secure, compliant workflows and route structured data to the systems your business relies on. No dev work. No delays. Just smarter, faster data from the start.

Forms Automation Supported

Take your web forms to the next level with automated workflows. Combine and automate multi-step form processes. Send respondents down conditional paths, automate email notifications, obtain approvals, and create or update Salesforce records all without code. Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically. Fai, FormAssembly’s agentic AI assistant, helps teams move from an idea to a working workflow quickly. Describe the process you want to automate, and Fai will help generate the workflow structure, including forms, routing logic, and automation steps. Common examples include: - Multi-step approval workflows -Application and onboarding workflows - Service request workflows - Document generation and signature workflows

Lead Capture Supported

Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically.

Build Forms That Build Your Business Trade manual data correction for automated data confidence. Customized forms that securely integrate with the apps you rely on. Forms that use spam filtering, authentication, virus scanning, and encryption collect data you can trust. Forms should do more than collect information. FormAssembly helps teams design structured forms that connect directly to workflows, approvals, and systems of record like Salesforce. Create sophisticated forms faster with Fai Fai, FormAssembly’s agentic AI assistant, helps teams move from idea to form quickly by generating form structure, validation rules, and workflow steps based on what you need to collect, allowing builders to create sophisticated forms without deep technical expertise while maintaining full control over rules, approvals, and integrations. - Patient intake forms - Application and registration forms - Referral forms - Internal request forms

Survey Supported

Create Surveys That Collect Data and Drive Action Collect survey responses that initiate workflows, trigger approvals, generate documents, and update your systems, all while using FormAssembly’s flexible tools to make sure the user experience is mobile-friendly, professional, and interactive. Survey responses can trigger automated workflows, route data to the right teams or systems, generate documents, and feed approvals or follow-up actions. At the same time, FormAssembly delivers survey capabilities for any level of complexity, providing multiple question types, branching logic, skip logic, mobile-friendly design, and branding customization. Whether you need a simple feedback form or a process-driving survey, FormAssembly supports both.

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Not Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Supported
Sales Reports Not Supported
Scheduled / Automated Reports Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Not Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Integrations

.NET Supported
AWeber Not Supported
Authorize.Net Not Supported
Bubble Supported
Chargent Not Supported
Formstack Not Supported
FreshBooks Not Supported
HubSpot CRM Not Supported
Ideal Postcodes Not Supported
Mailchimp Not Supported
Microsoft Excel Not Supported
MindCloud Not Supported
OutSystems Supported
PHP Supported
PayPal Not Supported
Salesforce Not Supported
Zapier Supported
Ziggeo Not Supported
iATS Payments Not Supported
n8n Supported

Integrations

.NET Not Supported
AWeber Supported
Authorize.Net Supported
Bubble Not Supported
Chargent Supported
Formstack Supported
FreshBooks Supported
HubSpot CRM Supported
Ideal Postcodes Supported
Mailchimp Supported
Microsoft Excel Supported
MindCloud Supported
OutSystems Not Supported
PHP Not Supported
PayPal Supported
Salesforce Supported
Zapier Not Supported
Ziggeo Supported
iATS Payments Supported
n8n Not Supported