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Description
Formfy is an innovative platform that integrates AI technology to streamline forms, e-signatures, digital waivers, payment processing, and scheduling into a single, comprehensive tool.
Many businesses struggle with customer intake by relying on a patchwork of various applications: a form builder for queries, DocuSign for signatures, Smartwaiver for waivers, Calendly for scheduling, and Stripe for payment processing. This results in five separate tools, each requiring its own subscription, which creates multiple points of failure. In contrast, Formfy simplifies the entire process by consolidating everything into one seamless workflow.
The AI Copilot serves as the pivotal feature of this platform.
Simply describe your requirements in straightforward language, such as "new client intake for my medical spa with HIPAA consent and a $50 deposit," and Formfy will create the complete workflow in less than a minute. The AI handles everything, from crafting the questions to selecting appropriate field types, drafting necessary legal and consent language, setting up payment options, and providing you with a shareable link or embed code that is ready for distribution. This efficiency not only saves time but also enhances the overall user experience for businesses and their clients alike.
Description
SubLien is a software solution designed for subcontractor compliance that aids general contractors in managing various tasks such as lien-waiver requests, certificate of insurance collection and review, W-9 submissions, vendor information, project details, and payment records within a unified workflow. The platform allows teams to generate both conditional and unconditional waivers while maintaining visibility of the project's status and selected documentation for client or legal review, facilitating the collection of signatures via secure email links. When it comes to COIs, the software's document parsing feature automatically fills in details, allowing the customer's reviewer to verify the source, make necessary edits, and ensure compliance with company or project-specific minimums before documenting their assessment. SubLien operates independently but also offers optional integrations with Procore and QuickBooks Online for added functionality. Each paid subscription grants access to all features along with unlimited users, vendors, and projects, with the exception of document limits. It's important to note that while SubLien tracks the customer's workflow, it does not make determinations regarding the legal validity, coverage, compliance, authority, enforceability, or payment aspects of the documents processed. Furthermore, this streamlined approach enhances the efficiency of managing subcontractor compliance, ensuring that all necessary documentation is handled systematically.
API Access
Has API
API Access
Has API
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Integrations
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Integrations
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Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$199/mo, billed quarterly
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
Formfy
Founded
2026
Country
United States
Website
formfy.ai
Vendor Details
Company Name
SubLien
Country
United States
Website
sublien.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
