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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?

About

Optel’s Graphical Documentation (GDOC) provides paperless graphical work instructions for box-build, circuit assembly, rework and for QA inspection. GDOC allows assembly instructions and multimedia content to be assigned to assemblies either at the component level or at the assembly level. Multimedia content including text, pictures, video, documents and links GDOC includes a graphical editor for engineers and a viewer for operations with work instructions centrally stored in the Optel database. Hierarchical supports hierarchical BOM and creating work instructions for product assemblies that may contain multiple circuit assemblies or subassemblies. Comprehensive – GDOC covers the complete process of manual assembly from scheduling and line balancing, to creating specific documents for each operator on the line. Modular – Customers can chose to implement GDOC for single manual station, or to manage and control multiple manual assembly lines.

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

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

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

Audience

Box-build, circuit assembly, rework and QA inspection paperless work instructions for businesses

Support

Phone Support Supported
24/7 Live Support 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

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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 Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

FormAssembly
Founded: 2006
United States
www.formassembly.com

Company Information

Optel Software
Founded: 1996
United States
www.optelco.com/graphical-work-instructions/

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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.

Categories

Work Instructions 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

AWeber Supported
AddressZen Supported
Authorize.Net Supported
Chargent Supported
Data8 Supported
Formstack Supported
FreshBooks Supported
Google Sheets Supported
Google Workspace Supported
HubSpot CRM Supported
Ideal Postcodes Supported
Mailchimp Supported
Microsoft Excel Supported
Nymi Not Supported
PayPal Supported
Salesforce Supported
Stackreaction Supported
Stripe Supported
Ziggeo Supported
iATS Payments Supported

Integrations

AWeber Not Supported
AddressZen Not Supported
Authorize.Net Not Supported
Chargent Not Supported
Data8 Not Supported
Formstack Not Supported
FreshBooks Not Supported
Google Sheets Not Supported
Google Workspace Not Supported
HubSpot CRM Not Supported
Ideal Postcodes Not Supported
Mailchimp Not Supported
Microsoft Excel Not Supported
Nymi Supported
PayPal Not Supported
Salesforce Not Supported
Stackreaction Not Supported
Stripe Not Supported
Ziggeo Not Supported
iATS Payments Not Supported
Claim Graphical Documentation (GDOC) and update features and information
Claim Graphical Documentation (GDOC) and update features and information