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Description
Easily design online forms equipped with workflows, sub-forms, conditional logic, duplicate detection mechanisms, multi-level selection, lookups, tabs, and accordions. You can also establish views and filters to analyze the responses utilizing charts or pivot grids, all of which can be showcased in dynamic dashboards. Automate the generation of documents through Captisa Word Template, send PDF files as email attachments, and download either PDF or Word formats. Additionally, produce various custom PDF or Word documents from a single form or related forms. Set up automated actions within workflows that trigger when an entry is submitted or modified, ensuring emails are dispatched to different departments within your organization while enabling field entry updates. It is crucial to uphold your data's integrity by creating duplicate detection rules to minimize repeated records in your form submissions. Furthermore, you can establish form rules and recommendations that allow for the application of conditional logic without the need for coding, as these rules provide a user-friendly interface to implement and manage frequently changing and widely used protocols. This flexibility not only enhances the user experience but also streamlines the data management process significantly.
Description
Forms Made Easy is an intuitive, no-code form builder that integrates seamlessly with Salesforce to streamline lead capture, onboarding, and data collection workflows. Users can quickly build forms using drag-and-drop tools, leveraging prebuilt templates or fully customizing layouts, labels, and branding without developer involvement. The platform supports dynamic themes and smart rules to create personalized form experiences that adjust based on user input, enhancing engagement. Forms can be distributed through direct links, emails targeted to specific Salesforce records or lists, or embedded into websites with prefilled data capabilities for smoother interactions. All forms are managed from a centralized dashboard that provides real-time insights into submission performance and user engagement. Designed with enterprise security in mind, Forms Made Easy complies with HIPAA, SOC2, and other rigorous data protection standards. It caters to diverse industries including healthcare, retail, finance, and human resources, helping teams automate workflows efficiently. Thousands of Salesforce users rely on Forms Made Easy to reduce complexity and accelerate form deployment.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$0
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Vendor Details
Company Name
Forms Made Easy
Founded
2025
Website
formsmadeasy.com
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Product Features
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
