GoFormz vs. Square 9 Comparison


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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. 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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. 68 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. 1,886 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 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. 1,884 Ratings Visit Website Docmosis Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. 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About Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or request	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 Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android 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 All industries	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 Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free The Basic Plan is Free The Team plan is $24/user/month (billed annually) The Advanced plan is $48/user/month (billed annually) Call for Enterprise plan pricing Free Version 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 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: Review this Software	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 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 Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information GoFormz Founded: 2012 United States www.goformz.com	Company Information Square 9 Founded: 2001 United States www.square-9.com
Alternatives Resco Inspections+ Resco	Alternatives onPhase
FastField Forms Quickbase	Rossum
flowdit	Automation Anywhere
Titan	KnowledgeLake
Jotform View All	CapturePoint Ademero View All
Categories Data Collection Supported Digital Signature Supported Document Generation Supported Forms Automation Supported Inspection Supported No-Code Development Supported Online Form Builders Supported Survey Supported Workflow Automation 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 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 Not Supported Online Form Builders Features Artificial Intelligence Supported Assign Roles / Permissions Supported Collaboration Tools Not Supported Conversational Forms Not Supported Data Tables Supported Drag & Drop / No Code Supported Export to PDF Not Supported HIPAA Compliant Not Supported Import Existing Forms Supported Mobile Forms Supported Offline Forms Supported Pre-made Templates Supported Quizzes / Questionnaires Not Supported Reporting / Data Visualization Supported Signup Forms Not Supported Surveys Not Supported Show More Features Document Generation Features Batch Processing Not Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Not Supported Templates Supported No-Code Development Features AI-Assisted Development Supported Business Process Automation Supported Collaborative Development Not Supported Data Aggregation and Publishing Not Supported Deployment Management Not Supported Drag & Drop Supported Integrations Management Not Supported Iteration Management Not Supported Performance Monitoring Not Supported Requirements Management Not Supported Templates Supported Visual Modeling Not Supported Web / Mobile App Development Not Supported Workflow Management Supported Survey Features Custom Survey URLs Supported Data Analysis Tools Not Supported Email Marketing Not Supported Mobile Survey Not Supported Offline Response Collection Supported Paper Survey Not Supported Question Branching Not Supported Question Library Not Supported Site Intercept Survey Not Supported Skip Logic Supported Supports Audio / Images / Video Not 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 NetSuite Supported QuickBooks Online Supported Salesforce Supported Acumatica Cloud ERP Supported Agvance Accounting Not Supported Azure Blob Storage Supported Box Supported DocuWare Supported Docusign Not Supported Egnyte Supported Google Workspace Supported Microsoft 365 Supported Microsoft Dynamics 365 Not Supported Microsoft Dynamics 365 Business Central Not Supported Procore Supported Sage 100 Not Supported ServiceM8 Supported Smartsheet Supported Stackreaction Supported Twilio Supported Show More Integrations View All 23 Integrations	Integrations NetSuite Supported QuickBooks Online Supported Salesforce Supported Acumatica Cloud ERP Not Supported Agvance Accounting Supported Azure Blob Storage Not Supported Box Not Supported DocuWare Not Supported Docusign Supported Egnyte Not Supported Google Workspace Not Supported Microsoft 365 Not Supported Microsoft Dynamics 365 Supported Microsoft Dynamics 365 Business Central Supported Procore Not Supported Sage 100 Supported ServiceM8 Not Supported Smartsheet Not Supported Stackreaction Not Supported Twilio Not Supported Show More Integrations View All 13 Integrations
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