Neota vs. UnForm Comparison


Neota	UnForm Synergetic Data Systems, Inc.	+	+
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About Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform.		About 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.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported		Platforms Supported Windows Supported Mac Not Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Organizations in need of tailored business process automation solutions		Audience Companies of all sizes
Support Phone Support Supported 24/7 Live Support 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 Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI. Free Version Not Supported Free Trial Not Supported		Pricing $500/month Licensing Options: Hosted, Subscription or On-Premise Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Overall 4.2 / 5 ease 4.2 / 5 features 4.3 / 5 design 4.2 / 5 support 4.2 / 5 Read all reviews
Pros & Cons from Real Users Pros Ease of use - its ease of use allows anyone to build their own custom solution regardless if you're a professional developer or someone who has no experience coding at all. Users are given the option to use Canvas to create simple and straightforward applications or Workflows and Studio for more customization. Maintenance - Neota's built in Revision History allows anyone to review previous changes for reference. Also with Neota's autodocs feature, it documents the whole application in word format that allows application authors and subject matter experts review the content easilly. Learning Curve - Neota's learning academy guides every new user on how to navigate around the platform. Its certification courses ensures everyone to fully maximize the Neota's capabilities in building custom solutions. Built in layout components for engaging interfaces - Users are able to edit and apply themes with Neota's theme editor enabling them to customize the look and feel of their application. For developers and programmers, Neota's HTML view allows them to implement custom CSS and javascript codes to further enhance their solution. Data Management and Analytics - Neota's workbench allows application authors and administrators to view each application's data and analytics via graphs and charts together with its Data Manager that stores the data in a table format which can be exported to an excel document. Document Automation - Its document automation functionalities is on par when compared to other tools in the market. However with Neota's capability to customize forms and layouts, users can enjoy a more user friendly interface designed by its application authors. Support - Working with Neota's support team and Account Manager has been a pleasure every time I raise concerns to them. Their 24/7 coverage ensures a prompt response with assurance that your concern is being worked on. Their expertise has been a great help, explaining every step how a fix is implemented rather than just giving the solution. Cons User interface of Studio - I might not find it as a con but for some especially for young professionals, the user interface of studio might seem to be outdated when compared to other tools offering the same package. However with future updates coming to Neota, this will be addressed by moving it via web really soon.		Pros from Real Users Pros End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it. Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes. Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too. I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving. Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version. Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Neota Founded: 2010 United States www.neota.com		Company Information Synergetic Data Systems, Inc. Founded: 1988 United States www.unform.com
Alternatives UNOY		Alternatives MarkMagic CYBRA Corporation
VisiRule Logic Programming Associates Ltd		DocFlow Obiyen
Tungsten TotalAgility Tungsten Automation		Knowvation PTFS
UiPath		altaFlow airSlate
Comidor View All		Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation View All
Categories AI Automation Supported AI Legal Supported Business Process Automation Supported Business Process Management Supported Data Management Supported Document Generation Supported Intelligent Document Processing Supported No-Code Development Supported Robotic Process Automation (RPA) Supported Workflow Management Supported		Categories Archiving Supported Business Process Automation Supported Business Process Management Supported Data Extraction Supported Document Collaboration Supported Document Control Supported Document Generation Supported Document Management Supported Document Version Control Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Print Management Supported Robotic Process Automation (RPA) Supported Workflow Management 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 Not 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 Supported Multiple Output Formats Supported Templates Supported Robotic Process Automation (RPA) Features Analytics Not Supported Attended Automation Not Supported Code-free Development Supported Image Recognition Not Supported Optical Character Recognition Not Supported Process Builder Not Supported Third Party Application Integration Not Supported Unattended Automation Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not 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 Show More Features Data Management Features Customer Data Supported Data Analysis Supported Data Capture Supported Data Integration Supported Data Migration Supported Data Quality Control Not Supported Data Security Supported Information Governance Supported Master Data Management Supported Match & Merge Not 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 Supported Drag & Drop Supported Integrations Management Supported Iteration Management Supported Performance Monitoring Supported Requirements Management Not Supported Templates Supported Visual Modeling Supported Web / Mobile App Development Supported Workflow Management 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 Supported Templates Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Not Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Archiving Features Access Control Supported Data Deduplication Supported Document Management Supported eDiscovery Not Supported Email Archiving Supported Multimedia Archiving Supported Retention Management Supported Storage Management Supported Version Control Supported Web Archiving Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Document Collaboration Features Access Control / Permissions Supported Autosave Supported Chat / Messaging Not Supported Cloud Storage Supported Comments / Annotations Supported Edit / Change Tracking Not Supported Electronic Signature Supported Multiple File Formats Supported Pre-made Templates Supported Search Supported User Tagging Not Supported Version Control Not Supported Workflow / Approval Process Supported Document Control Features Archiving & Retention Supported Automated Routing Supported Change Management Not Supported Compliance Management Not Supported Electronic Signature Supported Escalation Management Supported Periodic Review Not Supported Version Control Not 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 Supported Version Control Not Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Not Supported Revision History Not Supported Version Comparison Not Supported Version Rollback Not 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 Supported Collaboration Tools Supported Content Lifecycle Management Supported Digital Asset Management Not Supported Document Management Supported Electronic Signature Supported Information Governance Not Supported Mobile Access Supported Search Supported Version Control Not Supported Workflow Management Supported Forms Automation Features Approval Process Control Not 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 Not Supported Print Management Features Cost Tracking Supported Device Status Monitoring Supported Environmental Metrics Supported Guest Printing Supported Mobile Printing Supported Multi-Printer Support Supported Multiple Authentication Methods Supported Print Billing Supported Print Job Deletion Supported Print Job Routing Supported Print Quotas / Limits Supported Remote Printing Supported Reporting / Analytics Supported Secure Print Job Release Supported
Integrations Acumatica Cloud ERP Not Supported AddonSoftware Not Supported Adobe Acrobat Sign Supported Amazon QuickSight Supported Epicor BisTrack Not Supported Epicor Eagle Not Supported Google Docs Supported Google Maps Supported Google Translate Supported Harvey AI Supported HighQ Supported Infor CloudSuite Distribution Not Supported Infor CloudSuite Industrial Enterprise Not Supported Microsoft Copilot Supported Microsoft Entra ID Supported NetSuite Not Supported Oracle Fusion Cloud ERP Not Supported Stripe Supported Traverse Not Supported greenID Supported Show More Integrations View All 27 Integrations		Integrations Acumatica Cloud ERP Supported AddonSoftware Supported Adobe Acrobat Sign Not Supported Amazon QuickSight Not Supported Epicor BisTrack Supported Epicor Eagle Supported Google Docs Not Supported Google Maps Not Supported Google Translate Not Supported Harvey AI Not Supported HighQ Not Supported Infor CloudSuite Distribution Supported Infor CloudSuite Industrial Enterprise Supported Microsoft Copilot Not Supported Microsoft Entra ID Not Supported NetSuite Supported Oracle Fusion Cloud ERP Supported Stripe Not Supported Traverse Supported greenID Not Supported Show More Integrations View All 17 Integrations
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