Docubee vs. Formstack Comparison


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		Related Products Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 Ratings Visit Website Concord Concord Horizon is a next generation contract management platform rebuilt for the AI era, applying ten years of Concord expertise to a modern, AI native architecture. Horizon gives teams a cleaner, faster interface with light and dark mode, collapsible navigation, custom and pinnable columns, advanced filtering, and consistent tables across every module so users can work in full screen focus when they need it. AI Copilot lets you ask natural language questions about any contract, summarize or extract key points, and generate quick insights or reports, while AI Search combines lexical and semantic search to find meaning rather than just keywords and perform multi actions on results. With MCP you can bring contract insights into tools like ChatGPT or Claude to generate summaries or tables from your portfolio and automate contract monitoring, all backed by a zero data retention policy with AI partners so customer data is never used to train AI models. 237 Ratings Visit Website Interfacing Integrated Management System (IMS) Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website ContractSafe ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed. 326 Ratings Visit Website UnForm UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. 19 Ratings Visit Website LinkSquares LinkSquares is the leading Contract Lifecycle Management (CLM) software designed to help legal, procurement, and business operations teams master the entire contract lifecycle, from creation to execution and renewal. The platform transforms how companies manage agreements by centralizing data, automating routine work, and providing actionable insights powered by AI. This single, connected source of truth helps teams eliminate manual processes, streamline workflows, boost visibility, and ensure compliance across thousands of contracts, ultimately reducing risk and administrative burden. Organizations choose LinkSquares to empower legal, sales, finance, and procurement teams to collaborate seamlessly, make faster and more informed decisions, and optimize deal outcomes. With LinkSquares, organizations benefit from accelerated contracting cycles, enhanced compliance controls, and the freedom for teams to focus on high-value strategy instead of paperwork. 727 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 9,009 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,119 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,756 Ratings Visit Website
About Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.	About With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not 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 Companies of all sizes	Audience Businesses and teams of all types and sizes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $9 per month Transparent pricing packages that fit your business start at just $9 a month. Free Version Supported Free Trial Supported	Pricing $83/month Forms - $83 per month Suite - $250 per month Enterprise - Custom pricing available Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 4.5 / 5 features 5.0 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros -Really easy for our customers to use. We collect close to 200 waivers each month and were having trouble getting this done once the pandemic hit. The process has become more efficient than ever with OnTask. Being able to just send customers a link and have access to their forms after has been a game-changer for us. -Being able to find all signed waivers -The reminder feature so that we aren’t spending time chasing people down We had some trouble getting set-up at first, but the support team at OnTask helped me set up our workflows to get started. They were very responsive and checked in with me before we launched anything to make sure we were on the right track. Once you’re set up, it’s really easy to send forms. Getting HR documents completed with most of our employees working remote after COVID had become a struggle. OnTask has helped us immensely with this problem. Now we’re able to send a link out to employees to fill out their PTO requests and performance appraisals. This application has been easy to implement throughout our organization, and has sped up a lot of our processes. Creating the workflows has been easy, and our clients enjoy having the ability to sign their contracts digitally now. Cons -Setting up forms and workflows can be time-consuming if you don’t know your way around the product. -You have to have the business package for custom branded emails It can be overwhelming at first, but once you learn the basics it’s easy to navigate the platform. It took some time to get some of our team members on board for such a big process change, but now everyone is enjoying how easy it is. When we first started using the application there were some glitches, but the support team was great about helping us get them resolved in a timely manner.	Pros & Cons from Real Users Pros Formstack is one of the best online form creator. Highly customisable features. No training or video tutorial is required to use this software beginner can also start using without any problems. For highly secured information it provides security feature called HIPPA application. Very much reliable, flexible and secure software. • No effort in creating business forms. • It can create flexible forms for different categories to implement and share. • Hubspot integrated. • Great addons to boost form power. Formstack has complete customization feature. Lots of themes and templates are available. Easy and quick drag and drop form builder. No login required to fill form. It has wonderful data export and insight reporting. Cons User-friendly software, very easy to use. No complaints till now. • We had an overall positive experience with it. Form stack is full of customization, I liked everything about this tool.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Docubee Founded: 1991 United States docubee.com	Company Information Intellistack Founded: 2006 United States www.formstack.com
Alternatives AI Docs AI Docs, Inc.	Alternatives Jotform
Nintex Process Platform Nintex	SurveyJS
altaFlow airSlate	FormAssembly
DocsCube	Titan
Josef View All	GoFormz View All
Categories Business Process Automation Supported Business Process Management Supported Class Registration Supported Contract Lifecycle Management (CLM) Supported Contract Management Supported Digital Signature Supported Document Generation Supported Document Management Supported Forms Automation Supported Legal Document Drafting Supported Onboarding Supported Vaccine Management Supported Workflow Management Supported Workforce Management Supported	Categories Data Collection Supported Forms Automation Supported Online Form Builders Supported Registration Supported Survey Supported
Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Class Registration Features Calendar Management Not Supported Confirmation/Reminders Supported Discount/Coupon Management Not Supported Online Registration Supported Onsite Registration Not Supported Payment Processing Not Supported Surveys & Feedback Supported Wait List Management Not Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Not Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Supported Government Contracts Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Supported Version Control Supported Workflow Management Supported Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Not Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Not Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Not Supported File Type Conversion Not Supported Forms Management Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Not Supported Version Control Supported Onboarding Features Course Management Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Supported Employee Portal Not Supported File Management Not Supported Job Description Management Not Supported Orientation Management Supported Self Service Portal Not Supported Task Management Supported Tax Forms Supported Training Management Supported Vaccine Management Features Adverse Reaction Reporting Supported Alerts / Notifications Supported Appointment Reminders Supported Billing Not Supported Communication Tools Supported Dose Tracking Supported For Governments Supported Immunization Proof Supported Inventory Management Not Supported Predictive Analytics Not Supported Scheduling Not Supported Virtual Waiting Room Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Workforce Management Features Budgeting & Forecasting Not Supported Contractor Management Not Supported Employee Lifecycle Management Supported Labor Projection Not Supported Performance Appraisal Supported Recruiting Management Not Supported Scheduling Not Supported Skills Tracking Not Supported Time & Attendance Supported Variable Workforce Not Supported	Forms Automation Features Approval Process Control Supported Archiving & Retention Not Supported Collaboration Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Show More Features Online Form Builders Features Artificial Intelligence Not Supported Assign Roles / Permissions Not Supported Collaboration Tools Not Supported Conversational Forms Not Supported Data Tables Not Supported Drag & Drop / No Code Supported Export to PDF Not Supported HIPAA Compliant Supported Import Existing Forms Not Supported Mobile Forms Not Supported Offline Forms Not Supported Pre-made Templates Supported Quizzes / Questionnaires Not Supported Reporting / Data Visualization Not Supported Signup Forms Supported Surveys Supported Registration Features Activity Registration Supported Attendance Management Supported Badge Management Not Supported Calendar Management Not Supported Class Registration Supported Contact Management Supported Event Registration Supported Form Builder Supported Group Registration Supported Marketing Management Not Supported Online Registration Supported Onsite Registration Supported Payment Processing Supported Refund Automation Not Supported Self Check-In Not Supported Surveys & Feedback Supported Survey Features Custom Survey URLs Supported Data Analysis Tools Supported Email Marketing Supported Mobile Survey Supported Offline Response Collection Not Supported Paper Survey Not Supported Question Branching Supported Question Library Supported Site Intercept Survey Not Supported Skip Logic Supported Supports Audio / Images / Video Supported
Integrations Airtable Supported Amazon S3 Supported Box Supported Capsule Supported Clio Supported Dropbox Supported Gmail Supported Google Calendar Supported Google Drive Supported Google Sheets Supported HubSpot CRM Supported HubSpot Customer Platform Supported Keap Supported KonnectzIT Supported Pipedrive Supported Salesforce Supported Stackreaction Supported Trello Supported Zapier Supported Zoho CRM Not Supported Show More Integrations View All 24 Integrations	Integrations Airtable Supported Amazon S3 Supported Box Supported Capsule Supported Clio Supported Dropbox Supported Gmail Supported Google Calendar Supported Google Drive Supported Google Sheets Supported HubSpot CRM Supported HubSpot Customer Platform Supported Keap Supported KonnectzIT Supported Pipedrive Supported Salesforce Supported Stackreaction Supported Trello Supported Zapier Supported Zoho CRM Supported Show More Integrations View All 225 Integrations
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