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?
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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.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Enterprise, Mid-Size Business, Small Business, Startups, Government, Healthcare, Higher Education, Nonprofit and Financial Services
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Audience
Organizations in any industry that run on Salesforce and need forms automation, document generation, eSignatures, web portals, surveys, CLM, and workflow management.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingContact Sales. Visit website for plan options
Free Version
Not Supported
Free Trial
Supported
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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
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFormAssembly
Founded: 2006
United States
www.formassembly.com
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Company InformationTitan
Founded: 2016
Israel
titandxp.com
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Alternatives |
Alternatives |
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CategoriesThis 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 |
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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
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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
Online Form Builders Features
Artificial Intelligence
Supported
Assign Roles / Permissions
Supported
Collaboration Tools
Supported
Conversational Forms
Supported
Data Tables
Supported
Drag & Drop / No Code
Supported
Export to PDF
Supported
HIPAA Compliant
Supported
Import Existing Forms
Supported
Mobile Forms
Supported
Offline Forms
Supported
Pre-made Templates
Supported
Quizzes / Questionnaires
Supported
Reporting / Data Visualization
Supported
Signup Forms
Supported
Surveys
Supported
Survey Features
Custom Survey URLs
Supported
Data Analysis Tools
Supported
Email Marketing
Supported
Mobile Survey
Supported
Offline Response Collection
Supported
Paper Survey
Not Supported
Question Branching
Supported
Question Library
Supported
Site Intercept Survey
Not Supported
Skip Logic
Supported
Supports Audio / Images / Video
Supported
App Makers Features
Collaboration Tools
Supported
Compatibility Testing
Supported
Deployment Management
Supported
Drag & Drop
Supported
For eCommerce
Supported
Forms Creation
Supported
Iteration Management
Supported
Mobile Apps
Supported
No-Code
Supported
Pre-Built Templates
Supported
Visual Modeling
Not Supported
Web Apps
Supported
Workflow Management
Supported
Contract Management Features
Buy Side (Suppliers)
Supported
Completion Tracking
Supported
Compliance Tracking
Supported
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Full Text Search
Supported
Government Contracts
Not Supported
Pre-built Templates
Supported
Sell Side (Customers)
Not Supported
Specialty Contracts
Supported
Version Control
Supported
Workflow Management
Supported
Customer Experience Features
Action Management
Supported
Analytics
Supported
Customer Segmentation
Supported
Dashboard
Supported
Feedback Management
Supported
Knowledge Management
Supported
Multi-Channel Collection
Supported
Sentiment Analysis
Not Supported
Survey Management
Supported
Text Analysis
Supported
Trend Analysis
Supported
Customer Feedback Features
Alerts / Notifications
Supported
Behavior Analytics
Supported
Bug Reports
Supported
Community Feedback Tools
Supported
Live Chat
Supported
Negative Feedback Management
Supported
Net Promoter Score (NPS)
Supported
Screenshot / Screen Capture
Supported
Surveys
Supported
User Testing Tools
Supported
Video Feedback
Supported
Visual Feedback Tools
Supported
Voice of the Customer (VoC)
Supported
Website Feedback
Supported
Data Entry Features
Abbreviation Detection
Not Supported
Data Capture and Transfer
Supported
Data Cleansing
Supported
Data Entry Verification
Supported
Data Search Flexibility
Supported
Duplicate Detection
Supported
Flexible Search
Supported
Image Entry
Supported
Library Conversion
Supported
Mis-Keyed Variation Detection
Not Supported
Phonetic Variation Detection
Supported
Digital Experience Platforms (DXP) Features
Alerts / Notifications
Supported
Auto-Tagging
Supported
Blogs
Supported
Calendar
Supported
Content Modeling
Not Supported
Digital Asset Management
Supported
File Sharing
Supported
Form Builder
Supported
Forums / Message Boards
Supported
Headless CMS
Not Supported
Knowledge Base
Supported
Performance Monitoring
Supported
Personalization / Segmentation
Supported
Reporting / Analytics
Supported
Surveys / Polls
Supported
Templates
Supported
User Management / Permissions
Supported
Version Control
Supported
Wiki
Not 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
Not Supported
Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Supported
Multiple Output Formats
Supported
Templates
Supported
Donation Management Features
Campaign Management
Supported
Donation Tracking
Supported
Donor Database
Supported
Event Management
Supported
Gift Management
Supported
Grant Management
Supported
In-Kind Donations
Supported
Matching Donations
Supported
Mobile Donations
Supported
Online Donations
Supported
Pledge Management
Supported
Receipts / Statements
Supported
Recurring Donations
Supported
Volunteer Management
Supported
Government Features
Budgeting & Forecasting
Supported
Code Enforcement
Not Supported
Compliance Management
Supported
Fixed Asset Management
Not Supported
Inventory Management
Supported
License Issuance
Supported
Permit Issuance
Supported
Purchasing & Receiving
Supported
Self Service Portal
Supported
Taxation & Assessment
Supported
Utility Billing
Supported
Work Order Management
Not Supported
HIPAA Compliance Features
Access Control / Permissions
Supported
Audit Management
Supported
Compliance Reporting
Supported
Data Security
Supported
Documentation Management
Supported
For Healthcare
Supported
Incident Management
Supported
Policy Training
Not Supported
Remediation Management
Supported
Risk Management
Supported
Vendor Management
Supported
Higher Education Features
Admissions Management
Supported
Alumni Management
Supported
Assessment Management
Supported
Curriculum Management
Supported
Faculty / Staff Management
Supported
Financial Aid Management
Supported
Fundraising Management
Supported
Housing Management
Supported
Scheduling
Supported
Student Information / Records
Supported
Student Portal
Supported
No-Code Development Features
AI-Assisted Development
Supported
Business Process Automation
Supported
Collaborative Development
Supported
Data Aggregation and Publishing
Supported
Deployment Management
Supported
Drag & Drop
Supported
Integrations Management
Supported
Iteration Management
Supported
Performance Monitoring
Supported
Requirements Management
Supported
Templates
Supported
Visual Modeling
Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Nonprofit Features
Accounting
Supported
Committee Management
Supported
Donor Management
Supported
Dues Management
Supported
Event Management
Supported
Fundraising Management
Supported
Member Database
Supported
Membership Management
Supported
Social Media Management
Supported
Volunteer Management
Supported
PDF Features
Annotations
Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Supported
PDF Reader
Supported
Watermarking
Supported
Registration Features
Activity Registration
Supported
Attendance Management
Supported
Badge Management
Supported
Calendar Management
Supported
Class Registration
Supported
Contact Management
Supported
Event Registration
Supported
Form Builder
Supported
Group Registration
Supported
Marketing Management
Supported
Online Registration
Supported
Onsite Registration
Supported
Payment Processing
Supported
Refund Automation
Supported
Self Check-In
Supported
Surveys & Feedback
Supported
Website Builder Features
Auto Update
Supported
Content Import / Export
Supported
Drag & Drop
Supported
Invoices
Supported
Landing Pages / Web Forms
Supported
Newsletter Management
Supported
Online Booking
Supported
Online Store Builder
Supported
Pre-built Templates
Supported
Real Time Editing
Supported
SEO
Supported
Survey Builder
Supported
White Label
Not Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
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
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Integrations
Authorize.Net
Supported
Mailchimp
Supported
Microsoft Excel
Supported
PayPal
Supported
Salesforce
Supported
Stripe
Supported
WordPress
Supported
Adobe Acrobat Sign
Not Supported
Box
Not Supported
Dropbox
Not Supported
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Integrations
Authorize.Net
Supported
Mailchimp
Supported
Microsoft Excel
Supported
PayPal
Supported
Salesforce
Supported
Stripe
Supported
WordPress
Supported
Adobe Acrobat Sign
Supported
Box
Supported
Dropbox
Supported
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