Best Document Management Software for Formstack Documents

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.

eSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Acknowledged by leading industry experts and top-rated review platforms, Zoho Sign allows you to securely sign, send, and manage documents from any location. You can digitally sign your own documents and email the signed versions to others, obtain signatures immediately, or send documents for signature requests. With military-grade encryption, Zoho Sign guarantees the utmost data security and adheres to the latest e-signature regulations such as ESIGN and eIDAS. When sending a document to several recipients, you can specify the order of signing and manage how the documents are received and signed. You can monitor every phase of the signing process thanks to our detailed audit trail, and receive real-time notifications about each document's status. Additionally, create custom templates that can be reused indefinitely, enhancing efficiency and saving you time. Furthermore, you can personalize your documents by incorporating your brand's logos and tailored emails, ensuring a cohesive brand image throughout all communications. This level of customization not only enhances professionalism but also strengthens brand recognition among recipients.

Individuals, small and medium-sized businesses, all the way up to corporations. We can help you get rid of all paperwork and close deals faster. Whatever type of document you need to sign, we can help you take control of your digital work by securely managing your documents in the cloud. You can focus on the most important parts of your business and increase sales and proposal paperwork. Close deals faster and save money. You can ensure legally binding signatures, reduce document turnaround times, save man-hours, and preserve nature all at once. Xodo Sign is configured to allow simultaneous work and will instantly improve your document-related workflow. Customers can sign on their own tablet, mobile, or PC. This is useful for NDAs, quick registrations, etc. You can create templates for the most commonly used forms and contracts, share them with your team, and reduce the time it takes to draft them.

OneSpan Sign offers a dependable electronic signature platform that supports numerous well-known brands globally. Esteemed analyst organizations and regulated sectors regard OneSpan Sign as a versatile and expandable solution, allowing them to control identities, ensure secure access, authenticate transactions, and safeguard assets across various domains, including finance, e-commerce, government, and healthcare. Whether utilized in the cloud or implemented on-site, OneSpan Sign effectively captures signatures at points of sale, in remote locations, or directly on websites, making it a comprehensive tool for modern business needs. Its ability to adapt to different environments makes it a valuable asset for organizations seeking to enhance their signature processes.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

Signable ensures the security of your electronic documents throughout their lifecycle with robust SSL encryption standards. Additionally, it seamlessly integrates with existing applications and tools, such as Google Drive, Dropbox, and Zapier. By utilizing electronic signatures, you can significantly reduce paper waste. Moreover, Signable is committed to environmental sustainability, donating 1% of its revenue to initiatives focused on carbon removal. Our dedicated Customer Success team is readily available to assist you in maximizing your experience with Signable. Every monthly subscription includes access to our API, allowing for integration with your own website or customer relationship management (CRM) system. The process of sending documents online is straightforward; simply upload your document or choose from a template, add one or more signers, and indicate where their signatures are needed before sending it. The designated signer will receive an email containing a unique link to access the document, which they can open from any device without the need for registration, allowing them to sign where indicated. After all parties have added their signatures, you'll receive a confirmation email with links to both view and download the finalized document, ensuring that you have everything you need at your fingertips. This efficient and eco-friendly approach to document signing makes Signable an excellent choice for modern businesses.