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Average Ratings 525 Ratings

Total
ease
features
design
support

Average Ratings 10 Ratings

Total
ease
features
design
support

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

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.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
AddressZen Yes 
AgVantage Edge No 
BlueIrisIQ No 
Data8 Yes 
Deluxe Payment Exchange (DPX) No 
Formstack Yes 
Google Sheets Yes 
Ideal Postcodes Yes 
Mailchimp Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel Yes 
MindCloud Yes 
PDI No 
QuickBooks Online No 
Tyler Data & Insights No 
WordPress Yes 
Ziggeo Yes 
iATS Payments Yes 

Integrations

Salesforce Yes 
AddressZen No 
AgVantage Edge Yes 
BlueIrisIQ Yes 
Data8 No 
Deluxe Payment Exchange (DPX) Yes 
Formstack No 
Google Sheets No 
Ideal Postcodes No 
Mailchimp No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Excel No 
MindCloud No 
PDI Yes 
QuickBooks Online Yes 
Tyler Data & Insights Yes 
WordPress No 
Ziggeo No 
iATS Payments No 

Pricing Details

Contact Sales. Visit website for plan options
Free Trial Yes 
Free Version No 

Pricing Details

$50/month/user
Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs.

- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FormAssembly

Founded

2006

Country

United States

Website

www.formassembly.com

Vendor Details

Company Name

Square 9

Founded

2001

Country

United States

Website

www.square-9.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 Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

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 No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

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 Yes 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms No 
Pre-made Templates Yes 
Quizzes / Questionnaires No 
Reporting / Data Visualization Yes 
Signup Forms Yes 
Surveys Yes 

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 No 
Data Analysis Tools No 
Email Marketing No 
Mobile Survey No 
Offline Response Collection No 
Paper Survey No 
Question Branching No 
Question Library No 
Site Intercept Survey No 
Skip Logic No 
Supports Audio / Images / Video No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Business Continuity

Backup Log No 
Backup Scheduling No 
Compression No 
Continuous Backup No 
Encryption No 
Incremental Backup No 
Local Server Options Yes 
Multiple System Support Yes 
Remote Server Options Yes 
Secure Data Storage Yes 
Web Access / Restoration Yes 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature Yes 
Information Governance Yes 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

OCR

Batch Processing No 
Convert to PDF No 
ID Scanning No 
Image Pre-processing No 
Indexing No 
Metadata Extraction No 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool 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 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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