About
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.
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About
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents
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Audience
Businesses seeking an accounts payable automation solution
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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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Pricing
$34 per month
Free Version
Supported
Free Trial
Supported
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PricingPlease contact onPhase for pricing details.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationJotform
Founded: 2006
United States
www.jotform.com
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Company InformationonPhase
Founded: 2000
United States
www.onphase.com
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Alternatives |
Alternatives |
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CategoriesJotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction. Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring. Jotform AI Agents are automated tools designed to provide real-time, intelligent customer support across multiple channels, including phone, chat, and messaging apps like WhatsApp and Messenger. These AI agents can handle tasks such as guiding users through forms, answering questions, and automating processes like scheduling appointments. Businesses can fully customize their AI agents’ appearance and behavior to match their brand identity. With multi-language support and 24/7 availability, Jotform AI Agents improve customer satisfaction, reduce response times, and streamline workflows. Additionally, they integrate seamlessly with forms to ensure accurate data collection and enhanced user experience. Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs. Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA. Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely. Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work. Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency. Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency. |
CategoriesAlleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. Leverage flexible, secure payments for inbound and outbound transactions. Reduce DSO with convenient consumer bill-pay options and safeguard your bottom line with early-pay discounts. Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of these are designed to optimize and automate back-office operations allowing the back office of the CFO to focus on more important tasks. Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data. Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance. Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance. Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data. Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. Attain 99.99% accuracy with our AI-driven and human-assisted OCR technology that reads header, line-item, and handwritten notes. That means less time spent manually keying in data. Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. |
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Data Entry Features
Abbreviation Detection
Not Supported
Data Capture and Transfer
Supported
Data Cleansing
Not Supported
Data Entry Verification
Supported
Data Search Flexibility
Not Supported
Duplicate Detection
Supported
Flexible Search
Not Supported
Image Entry
Supported
Library Conversion
Not Supported
Mis-Keyed Variation Detection
Not Supported
Phonetic Variation Detection
Not Supported
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
Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Not Supported
Customizable Dashboard
Not Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
Customer Experience Features
Action Management
Supported
Analytics
Supported
Customer Segmentation
Not Supported
Dashboard
Supported
Feedback Management
Supported
Knowledge Management
Not Supported
Multi-Channel Collection
Not Supported
Sentiment Analysis
Not Supported
Survey Management
Supported
Text Analysis
Not Supported
Trend Analysis
Not Supported
Customer Feedback Features
Alerts / Notifications
Supported
Behavior Analytics
Supported
Bug Reports
Supported
Community Feedback Tools
Supported
Live Chat
Not Supported
Negative Feedback Management
Supported
Net Promoter Score (NPS)
Supported
Screenshot / Screen Capture
Not Supported
Surveys
Supported
User Testing Tools
Supported
Video Feedback
Supported
Visual Feedback Tools
Supported
Voice of the Customer (VoC)
Supported
Website Feedback
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
Not Supported
Mobile Donations
Supported
Online Donations
Supported
Pledge Management
Supported
Receipts / Statements
Not Supported
Recurring Donations
Not Supported
Volunteer Management
Supported
Employee Engagement Features
Benchmarking
Supported
Cultural Alignment
Not Supported
Employee Awards
Supported
Employee Guides
Not Supported
Employee Recognition
Supported
Feedback Management
Supported
Goal Management
Supported
Health & Wellness Programs
Not Supported
Performance Management
Supported
Pulse Surveys
Supported
Employee Recognition Features
eCards
Not Supported
Goals
Supported
Leaderboards / Activity Tracking
Not Supported
Manager-to-Peer Recognition
Supported
Mention Management
Not Supported
Nominations
Supported
Peer-to-Peer Recognition
Not Supported
Performance Management
Supported
Rewards Catalog
Not Supported
Rewards Points
Not Supported
Social Recognition
Supported
Government Features
Budgeting & Forecasting
Not Supported
Code Enforcement
Not Supported
Compliance Management
Supported
Fixed Asset Management
Supported
Inventory Management
Supported
License Issuance
Supported
Permit Issuance
Not Supported
Purchasing & Receiving
Not Supported
Self Service Portal
Not Supported
Taxation & Assessment
Not Supported
Utility Billing
Not Supported
Work Order Management
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
Not Supported
Risk Management
Supported
Vendor Management
Supported
Higher Education Features
Admissions Management
Supported
Alumni Management
Supported
Assessment Management
Supported
Curriculum Management
Not Supported
Faculty / Staff Management
Supported
Financial Aid Management
Supported
Fundraising Management
Supported
Housing Management
Supported
Scheduling
Supported
Student Information / Records
Not Supported
Student Portal
Not Supported
Market Research Features
Benchmarking
Not Supported
Compensation Management
Not Supported
Data Management
Supported
Email / Online
Supported
Face-to-Face
Not Supported
Panel Management
Not Supported
Paper-Based
Not Supported
Phone-Based
Not Supported
Sample Management
Not Supported
Statistical Analysis
Supported
Survey Management
Supported
No-Code Development Features
AI-Assisted Development
Not Supported
Business Process Automation
Supported
Collaborative Development
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
Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Nonprofit Features
Accounting
Not Supported
Committee Management
Not Supported
Donor Management
Supported
Dues Management
Not Supported
Event Management
Supported
Fundraising Management
Supported
Member Database
Supported
Membership Management
Supported
Social Media Management
Not Supported
Volunteer Management
Supported
Online Form Builders Features
Artificial Intelligence
Not 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
PDF Features
Annotations
Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Not Supported
PDF Reader
Supported
Watermarking
Supported
Registration Features
Activity Registration
Supported
Attendance Management
Supported
Badge Management
Not Supported
Calendar Management
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
Supported
Surveys & Feedback
Supported
Survey Features
Custom Survey URLs
Supported
Data Analysis Tools
Supported
Email Marketing
Not 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
eCommerce Features
Catalog Management
Supported
Channel Management
Not Supported
CRM
Not Supported
Customer Accounts
Not Supported
Data Security
Not Supported
Email Marketing
Not Supported
Inventory Management
Supported
Kitting
Not Supported
Loyalty Program
Not Supported
Mobile Access
Supported
Multi-Store Management
Not Supported
Order Management
Not Supported
Product Configurator
Not Supported
Promotions Management
Not Supported
Returns Management
Not Supported
Reviews Management
Not Supported
SEO Management
Not Supported
Shopping Cart
Supported
Templates
Supported
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Data Entry Features
Abbreviation Detection
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
Not Supported
Mis-Keyed Variation Detection
Not Supported
Phonetic Variation Detection
Not Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not 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
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
Supported
Version Control
Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Not 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
Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Supported
Nonprofits
Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Supported
Tax Management
Not Supported
Accounts Payable Features
Approval Process Control
Not Supported
Bank Reconciliation
Supported
Cash Management
Not Supported
Check Writing
Not Supported
Duplicate Payment Alert
Supported
Fraud Detection
Supported
General Ledger Entry
Not Supported
Vendor Management
Supported
Accounts Receivable Features
ACH Payment Processing
Supported
Billing & Invoicing
Supported
Check Processing
Supported
Collections Management
Not Supported
Online Payment Processing
Not Supported
Overpayment Processing
Not Supported
Partial Payments
Not Supported
Receivables Ledger
Not Supported
Recurring Billing
Not 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
Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Not Supported
Templates
Not Supported
Electronic Data Capture Features
Audit Trail
Supported
CRF Tracking
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
OCR Features
Batch Processing
Supported
Convert to PDF
Supported
ID Scanning
Supported
Image Pre-processing
Supported
Indexing
Supported
Metadata Extraction
Supported
Multi-Language
Supported
Multiple Output Formats
Supported
Text Editor
Supported
Zone Selection Tool
Supported
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Integrations
V-Unite
Supported
AI Docs
Supported
ActiveCampaign
Supported
Aritic Desk
Supported
BigCommerce
Supported
Clover Sites
Supported
Google Contacts
Supported
Lob
Supported
Microsoft Dynamics GP
Not Supported
Microsoft Excel
Supported
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Integrations
V-Unite
Not Supported
AI Docs
Not Supported
ActiveCampaign
Not Supported
Aritic Desk
Not Supported
BigCommerce
Not Supported
Clover Sites
Not Supported
Google Contacts
Not Supported
Lob
Not Supported
Microsoft Dynamics GP
Supported
Microsoft Excel
Not Supported
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