Formstack vs. Square 9 Comparison


Formstack Intellistack	Square 9	+	+
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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 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 SurveyJS SurveyJS is an embeddable, self-hosted, white-label form builder for teams building custom forms, surveys, questionnaires, and other data collection tools inside web applications. It runs entirely on the client and is fully compatible with all modern JavaScript frameworks, including React, Angular, and Vue. SurveyJS integrates with any backend, giving you full control over data, security, user access, deployment, and business logic. Instead of hardcoding forms, you can empower non-technical users to generate and edit JSON schema-based form configurations through a drag-and-drop form builder. Create dynamic forms with custom conditional logic, validation, multilingual support, PDF export, and analytics. Ideal for SaaS, enterprise software, HR, healthcare, fintech, and other regulated industries, SurveyJS helps teams reduce engineering effort, standardize data collection, maintain full control over data, and deliver unlimited forms that match their brand and feel native to users. 64 Ratings Visit Website FormAssembly 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? 525 Ratings Visit Website Adobe Experience Manager Adobe Experience Manager is a content management platform that integrates digital asset management, content management systems, and digital enrollment tools. The platform features AI-based agents that automate workflows, governance, and content optimization. Experience Production Agent streamlines site updates and content migration, while Content Optimization Agent adapts content for different channels. The system includes a comprehensive digital asset management solution that facilitates rapid sourcing and delivery of assets, minimizing time spent on content adjustments. Digital forms and guides functionality enables streamlined form creation and e-signature capabilities for enhanced document management. Additional components include learning manager for educational content delivery and digital guides for documentation management. The platform connects these various elements to create a cohesive system for managing digital content across multiple touchpoints. 1,901 Ratings Visit Website SurveyLegend SurveyLegend is the next generation of online surveys — engaging, platform-independent, & beautiful. We empower companies - large & small - & individuals, to create mobile-friendly, gorgeous surveys. Create great-looking surveys, forms, polls, voting, questionnaires, NPS, customer satisfaction, customer experience, employee satisfaction surveys... on your computer or tablet, customize the look of your survey however you like, & display collected data with eye-catching and insightful graphics. Creating questionnaires is done simply by drag & drop, & you don't need to be a market research expert to use our tool. It has never been this easy to listen to customer demand, measure customer or employee satisfaction, manage client experience, or maintaining student & employee engagement. SurveyLegend has users all over the world, from amazing companies like L'Oréal, Universal, Harvard, Greenpeace, Airbnb, Sony, CocaCola, Roche, to awesome start-up companies and individuals. 1,881 Ratings Visit Website Soraban Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. 8 Ratings Visit Website Adobe Acrobat Adobe Acrobat Studio is a leading enterprise document platform built to scale for global teams — delivering AI-powered document intelligence, trusted PDF tools, and on-brand content creation in one secure solution. Core capabilities include PDF creation, editing, conversion, annotation, redaction, e-signatures, and fillable forms. AI Assistant enables conversational document intelligence across PDFs, Word docs, spreadsheets, and more — surfacing summaries, key insights, and source-linked citations for verified, audit-ready answers. PDF Spaces organizes files, collaboration, and context into centralized knowledge hubs. The Generate Presentation feature transforms any document into a polished, branded deck using AI and Adobe Express templates. Enterprise-grade encryption, admin controls, and compliance workflows support secure document sharing and high-volume document processing at scale — across Legal, Finance, HR, Sales, and more. Available on desktop, web, and mobile. 8,459 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 Resco Inspections+ Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills. 72 Ratings Visit Website
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.	About Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.
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 Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
Audience Businesses and teams of all types and sizes	Audience Organizations that need powerful ECM and document automation software
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 Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $83/month Forms - $83 per month Suite - $250 per month Enterprise - Custom pricing available Free Version Not Supported Free Trial Supported	Pricing $50/month/user Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs. - Secure SOC2 and HIPAA certified cloud content repository - Fully Encrypted Storage - Business Process Automation - Document Versioning -Audit Trail - OCR Assisted Keyless Indexing Free Version Not Supported Free Trial Supported
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	Reviews/Ratings Overall 4.8 / 5 ease 4.6 / 5 features 4.7 / 5 design 4.4 / 5 support 4.8 / 5 Read all reviews
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.	Pros & Cons from Real Users Pros Easy to use. The workflow generation and application is intuitive and allows for a variety of process integrations. I like its ability to centralize and efficiently organize documents. It offers advanced encryption, access control and change tracking options, which ensures the confidentiality and integrity of information. In addition, its ability to automate workflows, perform advanced searches and generate detailed reports helps us optimize document management and improve operational efficiency in our company. For the most part, it is easy and intuitive to use. The online training is a huge bonus and has helped me figure out how to do many things. Square 9 offers powerful document capture and workflow automation tools. It's highly customizable and integrates well with other business systems. We are really enjoying using Global search to rid ourselves of paper files. We also use Global Search to automate the AR process for our online payments system. The document capture workflows are very easy to set up with no programming at all in a drag and drop web browser interface. The software is constantly being updated to add new features, including AI for smart document capture Cons Hosted environment is too pricey, but the on prem is perfect for us. One of the limitations I find is the lack of advanced customization options in the user interface. I would like more flexibility to tailor the look and feel and functionality of the platform to specific needs. Some of the nodes are a little complicated and the online training is not available. The user interface could be more modern and intuitive. Initial setup can be a bit complex for smaller teams. Although I do believe we get special pricing based on our organization which is non-profit, we can only afford a single CPU license for our on-prem setup for document processing which makes things a little slow. So depending on what volumes you need to process, you can get a backlog of documents in the capture cue waiting to be processed. In an ideal situation where funds are unlimited, we would likely utilize their cloud solution with additional CPU cores and also the AI add-on for more efficient document capture.
Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Intellistack Founded: 2006 United States www.formstack.com	Company Information Square 9 Founded: 2001 United States www.square-9.com
Alternatives Jotform	Alternatives onPhase
SurveyJS	Rossum
FormAssembly	Automation Anywhere
Titan	KnowledgeLake
GoFormz View All	CapturePoint Ademero View All
Categories Data Collection Supported Forms Automation Supported Online Form Builders Supported Registration Supported Survey Supported	Categories Accounts Payable Supported AI Automation Supported AP Automation Supported AR Automation Supported Business Continuity Supported Business Process Automation Supported Business Process Management Supported Contract Management Supported Data Collection Supported Data Extraction Supported Document Management Supported Document Scanner Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Intelligent Document Processing Supported OCR Supported Online Form Builders Supported Workflow Automation Supported Workflow Management 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 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 Show More Features 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	Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Not Supported Version Control Supported Show More Features Accounts Payable Features Approval Process Control Supported Bank Reconciliation Not Supported Cash Management Not Supported Check Writing Not Supported Duplicate Payment Alert Not Supported Fraud Detection Not Supported General Ledger Entry Supported Vendor Management Supported Business Continuity Features Backup Log Not Supported Backup Scheduling Not Supported Compression Not Supported Continuous Backup Not Supported Encryption Not Supported Incremental Backup Not Supported Local Server Options Supported Multiple System Support Supported Remote Server Options Supported Secure Data Storage Supported Web Access / Restoration Supported 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 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 Supported Pre-built Templates Supported Sell Side (Customers) Supported Specialty Contracts Supported Version Control Supported Workflow Management Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported Electronic Data Capture Features Audit Trail Supported CRF Tracking Not Supported Data Entry Supported Data Verification Supported Distributed Capture Supported Document Imaging Supported Document Indexing Supported Forms Management Supported Remote Capture Supported Study Management Not Supported Enterprise Content Management (ECM) Features Archiving & Retention Not Supported Collaboration Tools Supported Content Lifecycle Management Supported Digital Asset Management Supported Document Management Supported Electronic Signature Supported Information Governance Supported Mobile Access Supported Search Supported Version Control Supported Workflow Management Not Supported
Integrations Docusign Supported Salesforce Supported Amazon S3 Supported Amp Impact Supported Applied Epic Supported AppointmentCore Supported Aritic PinPoint Supported BigCommerce Supported ConnectWise CPQ Supported FormAssembly Supported Google Analytics Supported Microsoft Power Automate Supported PDI Not Supported Sage 100 Not Supported Sendy Supported SweepBright Supported TrackVia Supported Typeform Supported Xero Supported Zoho Creator Supported Show More Integrations View All 225 Integrations	Integrations Docusign Supported Salesforce Supported Amazon S3 Not Supported Amp Impact Not Supported Applied Epic Not Supported AppointmentCore Not Supported Aritic PinPoint Not Supported BigCommerce Not Supported ConnectWise CPQ Not Supported FormAssembly Not Supported Google Analytics Not Supported Microsoft Power Automate Not Supported PDI Supported Sage 100 Supported Sendy Not Supported SweepBright Not Supported TrackVia Not Supported Typeform Not Supported Xero Not Supported Zoho Creator Not Supported Show More Integrations View All 13 Integrations
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