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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Organizations in any industry that run on Salesforce and need forms automation, document generation, eSignatures, web portals, surveys, CLM, and workflow management.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Sales. Visit website for plan options
Free Version
Free Trial

Pricing

$150 per month
Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month
Free Version
Free Trial

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

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)

Pros from Real Users

Pros

  • Form Titan is easy to use because it provides complete training about the product. It provides training in the form of documentation, webinars, in person and videos. We attend the training and use the product without any difficulty.
  • I mostly love the Microsoft OneDrive integration features, which allows me to access, share and collaborate on files with our team.
  • I love this product because it helps to manage our workflow effectively. Using this single product, we can handle many tasks efficiently. From document generation to surveys, all the workflows can be managed easily.
  • I love this app because due excellent interface, easy to use. it allows me to quickly create custom docs, forms, apps, e-signatures, and surveys and i can integrate with seamlessly with Salesforce.
  • Form Titan requires no coding experience to integrate and use. Anyone can use it with a small amount of training. we are extremely happy on it.
  • Titan provides round-the-clock online support, so we don’t have to worry much. We can easily communicate and get a quick solution.
  • This product is very much easy to use and excellently interface — a friendly support team to help you.
  • This product is amazing and consistently evolves over time. Its user-friendly interface effortlessly navigates through a complex data model, proving invaluable in addressing our most intricate business requirements.
  • The product is awesome and constantly evolving. Easy to use with complex data model, It helped us to solve very complex business needs.
  • It has everything I need and more. I mostly love the word add-in option, it allows me to build the template VIA Microsoft Word and keep the formatting we are used to.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FormAssembly
Founded: 2006
United States
www.formassembly.com

Company Information

Titan
Founded: 2016
Israel
titandxp.com

Alternatives

Alternatives

formsflow.ai

formsflow.ai

AOT Technologies
Docmosis

Docmosis

Docmosis Pty Ltd

Categories

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.

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

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

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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

App Makers Features

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Feedback Features

Alerts / Notifications
Behavior Analytics
Bug Reports
Community Feedback Tools
Live Chat
Negative Feedback Management
Net Promoter Score (NPS)
Screenshot / Screen Capture
Surveys
User Testing Tools
Video Feedback
Visual Feedback Tools
Voice of the Customer (VoC)
Website Feedback

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Digital Experience Platforms (DXP) Features

Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Government Features

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

HIPAA Compliance Features

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Higher Education Features

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Registration Features

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Website Builder Features

Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Authorize.Net
Mailchimp
Microsoft Excel
PayPal
Salesforce
Stripe
WordPress
AddressZen
Adobe Acrobat Sign
Adobe Analytics
AdvancedBOL for SAP Logistics
Amazon S3
GitHub
Google Drive
Microsoft Word
Slack
Titan Sign
WordPress VIP
iDEAL

Integrations

Authorize.Net
Mailchimp
Microsoft Excel
PayPal
Salesforce
Stripe
WordPress
AddressZen
Adobe Acrobat Sign
Adobe Analytics
AdvancedBOL for SAP Logistics
Amazon S3
GitHub
Google Drive
Microsoft Word
Slack
Titan Sign
WordPress VIP
iDEAL