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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
MakeForms is a versatile online platform that enables organizations to gather, validate, and manage information effectively through cloud-based forms and workflows. With its intuitive no-code builder, users can create tailored, multi-step forms that incorporate conditional logic, perform calculations, allow for file uploads, and even utilize AI to assist in form creation. This platform supports a wide range of applications, including surveys, lead generation, event registrations, customer onboarding, and workflows involving sensitive data, all equipped with functionalities for verifying emails or phone numbers, processing payments, scheduling appointments, obtaining electronic signatures, and managing document flows. Additionally, MakeForms offers tools for managing submissions, integrates seamlessly with various business applications, and provides customizable data residency options to meet specific organizational needs. Its robust security measures encompass encryption, strict access controls, and compliance support for regulations such as HIPAA, GDPR, and PIPEDA, ensuring data safety and regulatory adherence. The service is accessible via a browser and is available in different SaaS plans tailored for individuals, teams, agencies, and large enterprises, with features and usage limitations differing across each plan. Thus, MakeForms not only simplifies information management but also enhances operational efficiency for its users.
API Access
Has API
No
API Access
Has API
No
![Diagram titled “How to Automate Document Approval Workflows [Step-by-Step]” showing document approval, digital signing, and completion steps connected by arrows.](http://a.fsdn.com/con/app/proj/makeforms.s/screenshots/screenshot-1.png/max/max/1)
Integrations
ActiveCampaign
No
Box
No
Calendly
No
Dropbox
No
Google Drive
No
Google Sheets
No
Make
No
Microsoft OneDrive
No
Salesforce
No
Slack
No
Integrations
ActiveCampaign
Yes
Box
Yes
Calendly
Yes
Dropbox
Yes
Google Drive
Yes
Google Sheets
Yes
Make
Yes
Microsoft OneDrive
Yes
Salesforce
Yes
Slack
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Vendor Details
Company Name
Creative Tools
Country
India
Website
makeforms.io
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Alternatives
Alternatives
No Alternatives
