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Description
Formstep is an online platform designed for businesses that require the collection or verification of customer information, documents, approvals, and other responses via forms. Users can create customized, multilingual forms featuring conditional logic, file uploads, signature fields, and inquiries related to payments and scheduling, which can be shared through various means such as public links, embeds, pop-ups, QR codes, or individual requests. Additionally, requests can be pre-filled with existing information, restrict fields for confirmation purposes, and return completion data to workflows through signed callbacks. The platform offers integration capabilities with a REST API, an MCP server, and supports request workflows through n8n and Zapier, alongside direct connections to popular services like Google Sheets, Airtable, Slack, Notion, and Cal.com. Importantly, respondents can fill out forms without needing a Formstep account, unless the form creator mandates authentication for added security. Formstep provides a free tier with monthly usage constraints, as well as paid Pro and Business plans for users seeking expanded features and capabilities. Overall, this versatile platform streamlines the process of information gathering for businesses while maintaining flexibility and ease of use for all parties involved.
Description
OpenText enhances the effectiveness, efficiency, and responsiveness of forms-driven processes through the electronic or paper collection of information, coupled with automation of validation, processing, review, and exchange, ultimately resulting in better financial outcomes and a favorable customer experience. Intelligent Forms Automation plays a crucial role in Customer Experience Management (CEM) solutions, allowing organizations to promote interactive communication with their customers. By offering a dynamic, adaptable, and robust interface for customers, it guarantees the gathering of complete and precise information while fostering a positive customer interaction. Furthermore, by streamlining the processes that utilize the collected forms and customer data, and directing this information to the appropriate personnel and systems, it facilitates rapid and efficient handling of customer inquiries. This comprehensive approach not only enhances operational workflows but also strengthens customer loyalty and satisfaction over time.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Airtable
Yes
Cal.com
Yes
Google Analytics
Yes
Google Sheets
Yes
Model Context Protocol (MCP)
Yes
Notion
Yes
Slack
Yes
Stripe
Yes
Zapier
Yes
n8n
Yes
Integrations
Airtable
No
Cal.com
No
Google Analytics
No
Google Sheets
No
Model Context Protocol (MCP)
No
Notion
No
Slack
No
Stripe
No
Zapier
No
n8n
No
Pricing Details
$29/month
A free plan is available. Pro is $29/month and Business is $89/month. Annual billing is also available at a discounted rate.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Formstep
Founded
2026
Country
Norway
Website
formstep.io
Vendor Details
Company Name
OpenText CEM
Founded
1991
Country
Canada
Website
www.opentext.com/products-and-solutions/products/customer-experience-management/intelligent-forms-automation
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
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
Alternatives
No Alternatives
