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Average Ratings 525 Ratings

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Description

FormAssembly allows organizations to take control over the data collection process. Our web-based platform allows companies to streamline old processes and drive business initiatives in any industry. Our platform seamlessly integrates with Salesforce and other business platforms, increasing efficiency across the organization. Furthermore, our advanced security and compliance standards instill confidence.

Description

IndyForms, an easy-to-use digital form and document system, automates administrative tasks and eliminates paperwork. This allows businesses to operate efficiently while remaining compliant. Users can easily create forms, including contracts, registrations, and more, using an AI-powered designer and a template library. This allows them to manage and analyse data, as well as capture and manage it. Conditions simplify submissions. Forms can include interactive elements such as videos, include legally binding eSignatures, and even collect payments. Real-time collaboration with your team or external stakeholders. Assign action items to forms to ensure that obligations are met. Documents can be stored securely and accessed easily in a single platform. Versions are controlled with updates in real-time. Automated workflows can handle approvals, recurring commitments, due dates, and reminders. Users can also track progress and late items at a glance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
AddressZen
Authorize.Net
Chargent
Data8
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Ideal Postcodes
Mailchimp
Microsoft Excel
MindCloud
PayPal
Salesforce
Stackreaction
WordPress
Ziggeo
iATS Payments

Integrations

Stripe
AddressZen
Authorize.Net
Chargent
Data8
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Ideal Postcodes
Mailchimp
Microsoft Excel
MindCloud
PayPal
Salesforce
Stackreaction
WordPress
Ziggeo
iATS Payments

Pricing Details

Contact Sales. Visit website for plan options
Free Trial
Free Version

Pricing Details

$10/Admin Licence/Month
Pricing is per Admin Licence per month. Pay for as many Admin Licences as you need. All plans allow for unlimited (non-Admin) Users.

When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.

At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.

Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
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

FormAssembly

Founded

2006

Country

United States

Website

www.formassembly.com

Vendor Details

Company Name

IndyForms

Founded

2022

Country

Australia

Website

indyforms.com

Product Features

Data Collection

Experience the future of data collection with FormAssembly. Our platform enables you to gather, integrate, and manage AI-ready data more efficiently than ever. With the help of your integrated AI assistant, Fai, you can quickly develop personalized and compliant forms, streamline intricate workflows, and ensure your data is clean and organized across your entire technology ecosystem. FormAssembly is designed for enterprise-level needs, simplifying large-scale data collection. Its user-friendly interface and sophisticated architecture combined with built-in automation allow for the creation of secure, compliant workflows, facilitating the seamless transfer of structured data to the essential systems your organization uses. Say goodbye to development hurdles and delays—get smarter and faster data solutions right from the beginning.

Forms Automation

Elevate your online forms by implementing automated workflows. Streamline and automate complex form procedures with ease. Guide respondents through conditional pathways, set up automated email alerts, secure necessary approvals, and manage Salesforce records—all without any programming. Data collection often extends beyond a single submission. FormAssembly empowers teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and progress tasks seamlessly on autopilot. Introducing Fai, FormAssembly's intelligent AI assistant, designed to assist teams in transforming concepts into functional workflows swiftly. Simply outline the automation you envision, and Fai will help craft the workflow layout, encompassing forms, routing mechanisms, and automation sequences. Popular use cases include: - Step-by-step approval processes - Application and onboarding procedures - Service request management workflows - Document creation and signing workflows

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Lead Capture

Data gathering often involves multiple submissions rather than just one. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and facilitate the automatic progression of processes.

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Online Form Builders

Transform Your Business with Tailored Forms Swap out cumbersome manual data adjustments for reliable automated data management. Create customized forms that seamlessly integrate with the applications you depend on. Our forms, equipped with spam filters, authentication measures, virus protection, and encryption, ensure that the data you gather is trustworthy. Forms should serve a purpose beyond mere data collection—FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and essential systems like Salesforce. Accelerate Form Creation with Fai Fai, the intelligent AI assistant from FormAssembly, enables teams to swiftly transition from concept to form by automatically generating the necessary structure, validation criteria, and workflow processes based on your data requirements. This allows users to design complex forms without needing extensive technical knowledge, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake forms - Application and registration forms - Referral forms - Internal request forms

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

Survey

Create Surveys That Gather Insights and Inspire Action Utilize survey responses to kickstart workflows, obtain approvals, generate documentation, and update your systems—all while leveraging FormAssembly’s adaptable tools to ensure a user-friendly, professional, and engaging mobile experience. Responses from surveys can set off automated processes, direct information to appropriate teams or systems, create documents, and facilitate approvals or subsequent actions. Additionally, FormAssembly offers survey functionality that accommodates various complexities, featuring an array of question types, branching and skip logic, mobile-optimized design, and options for branding customization. Whether you're looking for a straightforward feedback form or a survey that drives processes, FormAssembly is equipped to handle it all.

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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

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