Paperless Forms vs. Records Comparison Chart

Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.

EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.

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.

Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.

Intelex is an integrated software solution for managing Environmental, Health, Safety and Quality (EHSQ) programs. Intelex’s scalable platform is designed to store, manage and analyze EHS and Quality data in one place. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: - Drive better results in your EHSQ program by monitoring workflows to achieve top performance and gain control. - Identify trends and tendencies by setting goals to gain greater insight into your EHSQ program to enhance judgement. - Reduce incidents and administrative work by easily monitoring, managing, optimizing and drawing insights from your safety data with our user-friendly safety software solution. - Streamline air, water and waste emissions management and reporting, and track and manage environmental outputs to achieve sustainability goals. - Drive continuous quality improvement activities across multiple departments, sites or locations.

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.

Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

The modern, flexible, easy-to-use LIMS. QBench enables our customers to get a LIMS up and running faster. Automate your entire lab with our developer-friendly API, Inventory Management, Customer Portal, Billing, and Quality Management System modules. QBench is a cloud-based Laboratory Information Management System (LIMS) that enables labs to streamline their entire testing workflow, from sample receiving to automated results reporting. QBench allows you to keep track of all your samples and where they are located in the workflow using a single system. QBench eliminates the need for spreadsheets, shared folders in the network, and paper-based tracking systems. View hundreds of PDF reports/COAs before publishing or emailing. Generate barcodes and create labels that you can customize for your samples. See counts and latencies for different data types in QBench. This includes metrics like turnaround time, sample counts per test, sample delay, and more!

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.