Average Ratings 3 Ratings
Average Ratings 10 Ratings
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Description
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations.
Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.
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
No
API Access
Has API
Yes
Integrations
Docusign
Yes
Salesforce
Yes
AgVantage Edge
No
Algoworks Task Manager
Yes
Amp Impact
Yes
COZYROC SSIS+ Suite
Yes
Causal
Yes
Claris Connect
Yes
Clio
Yes
Dynamics 365 Commerce
Yes
Integrations
Docusign
Yes
Salesforce
Yes
AgVantage Edge
Yes
Algoworks Task Manager
No
Amp Impact
No
COZYROC SSIS+ Suite
No
Causal
No
Claris Connect
No
Clio
No
Dynamics 365 Commerce
No
Pricing Details
$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Suite - $250 per month
Enterprise - Custom pricing available
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
- 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)
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Intellistack
Founded
2006
Country
United States
Website
www.formstack.com
Vendor Details
Company Name
Square 9
Founded
2001
Country
United States
Website
www.square-9.com
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
Yes
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
Yes
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
Yes
Surveys
Yes
Registration
Activity Registration
Yes
Attendance Management
Yes
Badge Management
No
Calendar Management
No
Class Registration
Yes
Contact Management
Yes
Event Registration
Yes
Form Builder
Yes
Group Registration
Yes
Marketing Management
No
Online Registration
Yes
Onsite Registration
Yes
Payment Processing
Yes
Refund Automation
No
Self Check-In
No
Surveys & Feedback
Yes
Survey
Custom Survey URLs
Yes
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
No
Paper Survey
No
Question Branching
Yes
Question Library
Yes
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
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
