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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

IndyForms is a user-friendly digital form and document management system designed to automate administrative tasks and eliminate paperwork, enabling businesses to operate efficiently and compliantly with ease. With an AI-powered designer, no-code builder, and template library, users can easily create and share forms – from contracts, registrations and more – to capture, manage, and analyse data. Forms can feature interactive elements like videos, incorporate legally binding e-signatures, and even collect payment, while conditional logic simplifies submissions. Collaborate with your team and external stakeholders in real time. Assign action items on forms to ensure obligations are met. Documents are securely stored and easily accessible in one unified platform, version-controlled with updates made in real time. Automated workflows handle approvals, recurring obligations, due dates, reminders and more, while users can track progress and overdue items at a glance.

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

IndyForms supports organisations of all industries and sizes, including non-profits, in meeting their compliance obligations and managing communication and documentation without manual paperwork. Key industries and processes include: consulting businesses, childcare and education providers, non-profit organisations, human resource professionals, board members, and accountant business owners.

Support

Phone Support Supported
24/7 Live Support 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

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

Pricing

$10/Admin Licence/Month
Pricing is per Admin Licence per month. Pay for as many Admin Licences as you need. All plans allow for unlimited (non-Admin) Users.

When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.

At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.

Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
Free Version Supported
Free Trial 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

This software hasn't been reviewed yet. Be the first to provide a review:

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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 Supported
In Person Supported

Company Information

FormAssembly
Founded: 2006
United States
www.formassembly.com

Company Information

IndyForms
Founded: 2022
Australia
indyforms.com

Alternatives

Alternatives

HelloWorks

HelloWorks

HelloSign
formsflow.ai

formsflow.ai

AOT Technologies
Formstack

Formstack

Intellistack

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

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

Forms Automation Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Integrations

Stripe Supported
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
MindCloud Supported
Salesforce Supported
Stackreaction Supported
WordPress Supported
Ziggeo Supported
iATS Payments Supported

Integrations

Stripe Supported
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
MindCloud Not Supported
Salesforce Not Supported
Stackreaction Not Supported
WordPress Not Supported
Ziggeo Not Supported
iATS Payments Not Supported
Claim IndyForms and update features and information
Claim IndyForms and update features and information