Best Small Business Forms Automation Software
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Compare the Top Small Business Forms Automation Software as of November 2025
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What is Small Business Forms Automation Software?
Forms automation software is a type of software used to streamline various organizational processes. It can help automate the creation and distribution of forms, as well as the collection and analysis of data from those forms. It typically includes features such as search capabilities, integration with other systems, automated notifications, and customizable templates. These tools can help organizations save time and money by reducing manual tasks associated with form processing. Compare and read user reviews of the best Small Business Forms Automation software currently available using the table below. This list is updated regularly.
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1
Resco Inspections+
Resco
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.Starting Price: $55/month per user -
2
Expedience Software
Expedience Software
Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!Starting Price: Per User Per Year -
3
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
4
GW Apps
GW Apps
GW Apps converts static forms into dynamic, automated experiences. Build forms with hundreds of fields, organized into tabs or sections for clarity, and add conditional logic, validation, calculated fields, and approval routing—no code needed. Submissions can trigger workflows, notifications, and data updates, centralizing information for reporting and analysis. Perfect for HR, finance, operations, and any process still managed by email or spreadsheets.Starting Price: $99/month / 15 users & 3 apps -
5
Interfacing Enterprise Process Center (EPC)
Interfacing Technologies
Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!Starting Price: $10/month/user -
6
Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.Starting Price: $9 per month -
7
Jotform
Jotform
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.Starting Price: $34 per month -
8
Connecteam
Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.Starting Price: $29 for up to 30 users -
9
ALMobile
Austin Lane Technologies
Get ready for AI! Ensure your field data is healthy, accurate, and ready to go. ALMobile helps streamline and consolidate your field data tracking and payroll processes to connect everyone on your project. Start tracking employee time, attendance, and project information accurately and efficiently in the field or the home office. Cut through the noise of unorganized information and scattered data, and start analyzing what’s most important with ALMobile’s unique reporting capabilities integrated with your primary accounting system. Pull real-time project and employee data that are accurate, customizable, and easy to analyze. ALMobile helps companies work smarter and faster together. Say goodbye to paper, worksheets, and relying on legacy systems to track your data. -
10
Process Street
Process Street
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.Starting Price: $1500/month -
11
Claromentis
Claromentis
We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.Starting Price: $1.31/month/user -
12
flowdit
flowdit
flowdit’s Forms Automation helps organizations replace paper-based processes with digital, customizable forms that improve accuracy, accelerate data entry, and reduce administrative effort. Built for industries with strict compliance needs, the platform supports inspections, safety checks, maintenance requests, and quality audits with real-time, mobile-friendly forms. Teams can capture structured data, photos, and digital signatures on-site or remotely, even offline. All submissions are stored securely, enabling full traceability and audit readiness. With integrated workflows, conditional logic, and seamless ERP and IoT connectivity, flowdit eliminates manual steps and ensures consistent reporting across locations. The system promotes collaboration, streamlines documentation, and gives businesses instant access to actionable information. Whether for manufacturing, logistics, or facility operations, flowdit turns forms into a powerful tool for compliance, and continuous improvement.Starting Price: $0 -
13
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
14
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
15
UnForm
Synergetic Data Systems, Inc.
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.Starting Price: $500/month -
16
Alpha TransForm
Alpha Software Corporation
The Alpha TransForm no-code app builder lets anyone create cross-platform mobile apps. The software offers unmatched speed, power, and flexibility in the no-code segment, and doesn’t require programming knowledge. Apps can leverage smartphone features (GPS, photos, bar code scanning, audio, digital ink, etc.), and integrate with existing databases and software. Whether you’re looking to collect more accurate data or streamline workflows, Alpha TransForm lets you design, build, and deploy mobile apps with ease: - pre-built app templates you can customize - powerful analytics engine with dashboards you can customize - built-in offline operation - a programming language for adding advanced capabilities - scale-able, secure and reliable cloud deployment. Developers can use Alpha Software's complimentary low-code platform (Alpha Anywhere) which integrates with Alpha TransForm, to build more advanced mobile apps and web apps.Starting Price: $30/User/Month -
17
Alpha Anywhere
Alpha Software Corporation
Alpha Anywhere is the only development platform with both low-code and no-code capabilities. Developers can rapidly create secure, cross-platform mobile and web business apps. Alpha leads in offline development, ensuring that data can be captured AND accessed (database lookups/media file retrieval) offline. A powerful bi-directional API can integrate with existing systems of record and workflows, tie into web services, and meet advanced security requirements. Offers: - pre-built templates - full-stack development - sophisticated analytics/dashboards - full-stack development - scale-able, secure, and reliable cloud deployment Professional developers and citizen developers can use the Alpha TransForm mobile forms builder to digitize paper forms in minutes. Offers offline operation, built-in analytics, and unmatched speed, power, and flexibility in the no-code segment.Starting Price: $0 -
18
Prestartr
Prestartr
Prestartr is an all-in-one operations platform for civil and mining contractors seeking to streamline workflows, control costs, and eliminate paperwork. Replacing manual timesheets, dockets, and job tracking, Prestartr automates payroll, invoicing, compliance, and work orders, significantly reducing admin time. Gain live insights into budgets, forecasting, and cost centres to improve financial control and prevent overruns. Optimise fleet utilisation through equipment tracking, proactive maintenance scheduling, and reduced downtime. Simplify safety compliance with integrated HSEQ tools, digital checklists, and audit trails. Adaptable to your unique workflows, Prestartr integrates seamlessly with your existing accounting, ERP, and telematics systems, becoming your central operational hub. Backed by local support, Prestartr helps contractors across Australia and New Zealand deliver projects efficiently and profitably.Starting Price: $15/month/user -
19
Flowbiz
Werkflo Software Solutions Pty Limited
Flowbiz™ is a powerful charting, automation workflow and integration solution. Users can process and report on any activity, for any industry, anytime, anywhere. Flowbiz™ offers a highly scalable, robust and versatile all-in-one solution that gives a business everything needed to digitally transform their processes and operations to save time and cost. It is cloud-based, offers high security plus a pack of other features starting from $5 AUD dollars for Designer for charting , $18 AUD for Tasker and $35 AUD for AutoTasker per user per month for semi-automation and full systems automation so users do nothing. Users can chat, design and implement process changes from one powerful tool. Simply, click to start, upgrade and get automation going in real time.Starting Price: $5.00 AUD -
20
Re:plain
Re:plain
Live-chat service for a website where people respond 16 times faster. The first-ever web-chat service that works directly in your WhatsApp, Facebook Messenger, and Telegram. A client writes on a website, and operator reply just from his or her personal messenger. No applications or any other personal accounts needed. Absolutely everything is being controlled right inside the messenger. With all the features needed like template responses unlimited number of operators video calls, banners and integrations are at your service.Starting Price: $4.99 per month -
21
Zoho Forms
Zoho
Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.Starting Price: $10.00 per month -
22
SurveyMonkey
SurveyMonkey
A global leader in survey software. 20 million questions answered daily. Keep a competitive edge by truly understanding the voice of your customers. Customer satisfaction surveys help you connect at multiple touchpoints to find out exactly what your customers want, need, and expect. Learn what’s working and what’s not directly from your employees. Measure employee satisfaction, conduct 360 reviews, or even send out compliance quizzes. Whether you’re in HR or a team lead, employee surveys help you get the answers you need. Tap into what the world is thinking—whenever you want. Market research surveys make it easy to get opinions from potential and existing customers, test concepts, measure brand awareness, and more. Join the 98% of the Fortune 500 who rely on SurveyMonkey for People Powered Data.Starting Price: $25 per user per month -
23
SurveyLab
SurveyLab
SurveyLab is online survey software built for Customer Experience, Marketing, Human Resources, and Digital teams. It is used by over 85,000 customers in 65 countries. It provides real-time feedback, multi-user, and multi-language support, advanced analytical tools, branding, integration, and more. System provides full support for Customer Satisfaction Surveys, NPS, CES, Market Research, 360 Feedback, Employee Engagement, Employee Satisfaction, Pulse Surveys, Intercept surveys, Mystery shopping, Online Tests, Online Forms, Online Voting, and more.Starting Price: $49.00/month -
24
Assembly
Assembly
Assembly is an automated, all-in-one communication, collaboration, and engagement hub that helps organizations engage, find meaning, stay informed, and save time at work. It's a flexible platform that brings together people, knowledge, and engagement into one secure place. From peer-to-peer recognition and nominations to announcements, wins and anonymous suggest boxes, your team will see immediate improvements in morale, collaboration, and knowledge sharing. Engage your team Building a community is challenging in today's world, and effective communication, engagement, and cross-functional collaboration are essential for retention and workplace happiness. Make collaboration seamless Get your team in sync to maximize problem-solving and decision-making. Get structured feedback, run more effective meetings, and hold team stand-ups to ensure alignment. Built-In Integrations Engage where you already work. Enjoy over 40 integrations to make work easier and seamless.Starting Price: Free -
25
Formplus
Formplus
Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.Starting Price: $25.00/month -
26
Cognito Forms
Cognito Forms
Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.Starting Price: $19 per month -
27
Flokzu
Flokzu
Powerful cloud BPM and Workflow Suite, made agile & friendly. Flokzu is a no-code / low-code SaaS to define and automate business processes and workflows between people, involving electronic forms. It enhances the collaboration between people who perform different tasks in an organization or team. You have in just one place every form, document or file, search through them, manage pending tasks, define alerts, and integrate with other systems, eliminating the need of complex spreadsheets and endless emails. Flokzu was a spin-off of a company with +18 years of experience in the corporate Business Process Management (BPM) world and several global awards. We felt the market needed a powerful solution on the cloud, yet simple and affordable. We wanted to democratize the technology behind process automation. We created a powerful enough tool to run complex business processes but also easy to use and show results in hours. Join +10.000 subscribed organizations from +140 countries!Starting Price: $18.00/month/user -
28
Form Falcon
Form Falcon
Form Falcon is an advanced online form builder and automation platform designed to help businesses streamline their workflows, enhance client interactions, and reduce administrative overhead. It combines cutting-edge features with user-friendly design to cater to a wide range of industries, including fitness professionals, legal firms, healthcare providers, event organizers, and small businesses.Starting Price: $15/month -
29
Typeform
Typeform
Create and share beautiful online forms and surveys with Typeform, a versatile data collection tool for professionals. Typeform helps users build contact forms, quizzes, employee fedback surveys, suggestion box forms, and so much more. With its smooth and gorgeous interface, users can easily customize their forms to capture the information they need, see every change in real-time, and so much more. The solution also offers over 500 integrations and comes with simple analytics to give quick insights.Starting Price: $25.00/month -
30
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month