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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.

About

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

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

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.

Audience

Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages

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

$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
Free Trial

Pricing

$69 per month
Free Version
Free Trial

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

IndyForms
Founded: 2022
Australia
indyforms.com

Company Information

Portal
United States
www.joinportal.com

Alternatives

HelloWorks

HelloWorks

HelloSign

Alternatives

Categories

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

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Stripe

Integrations

Stripe
Claim IndyForms and update features and information
Claim IndyForms and update features and information
Claim Portal and update features and information
Claim Portal and update features and information