Forms Automation Software

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What is is a mobile forms automation software designed for enterprise users to create, manage, and collect forms. It won our Expert’s Choice Award for 2018.

This data collection and form development platform is designed with flexibility in mind as it caters to any industry with its customizable form creation tool. Some of the industries where it’s geared towards include transportation, retail audit, healthcare, oil and gas, insurance, regulatory compliance, government, and manufacturing, among others. It’s one of the most robust solutions of its kind that offers flexibility, customization, and integration.

Electronic forms offered by enables users to seamlessly transition their paper-based processes into several devices, such as smartphones and tablets. It administers more than just digital versions of paper forms as it automates workflows, leverage data accuracy, and enhances overall productivity across your company. Furthermore, it also elevates data capture through notifying your workforce with triggered alerts. The app does so to meet its aim of streamlining how you collect, manage, and handle your critical business data.

Another thing that sets apart from others is how it doesn’t give an industry-specific point solution. Instead, the app can actually be configured to provide solutions for inspections, audits, data collection, and field operations with customizable forms based on logical flow, UX, and branding needs. This paves the way for you to create Intelligent forms that dynamically change according to who you are, where you are, and what you do.

This highly customizable form development platform gives any type of user an interface that delivers the right function according to their role. For instance, an employee accesses various devices to optimize their work, a manager gets an overview of the workflow’s current status, and C-level executives get their hands on data for tracking indicators, long-term trends, and potential issues.

This enterprise forms automation software is available in a deployment configuration that suits your IT infrastructure which lets you choose from cloud-based or on-premise deployment. It also has an “Offline First” mobile design methodology that enables users to continue using the system even with patchy or no internet access. is a subsidiary company of WorldAPP, a trusted enterprise technology partner. With years of experience in migrating paper-based and spreadsheet-reliant systems into mobile data collection platforms, WorldAPP elevates’s existing functionality for the configuration of mobile front-end, integration of reporting and back-end systems, and automation of business processes.

Overview of Benefits

A best-of-breed mobile form development and data collection platform, is packed with a rich set of features to elevate and automate your critical business processes. It has modules for different industries, inspections, and audits that offer an all-around solution. Here are some of its main benefits:

Field-to-Office Communication’s alert and follow-up tasks enhance collaboration and communication of your teams in the field and in the office. According to complete responses, you can launch actions and workflows. Furthermore, you can also assign a follow-up task in response to a certain result. By triggering email alerts, staying on top of tasks is streamlined. This also automatically schedules subsequent inspections for easier tracking and managing of a task’s execution and status.

Integrated Inspection Solution

Gathering critical data is crucial for large and growing organizations which they accomplish through inspections. With that in mind, provides you with an easy-to-use mobile form for an improved asset inspection so you can identify and fix issues as quickly as possible. Using your device, you can take a photo of the product, facility or equipment and attach it to the form for clarity and understanding.

Dynamic Forms

The app has dynamic forms that elevate your speed and efficiency while maintaining a single source of truth. Digital forms dynamically change based on relevant factors that affect your purpose and conditions—such as your branding, location, and field, among others. Electronic forms are smart and it triggers follow-up questions for certain responses or high inapplicable questions. Using data tables makes it easier and faster to find the correct response through narrowing down options and forming logical question sequences. They are also responsive to tablets and mobile phones.

Integration with Existing Infrastructure

By integrating with your IT system, you can maximize your existing data and empower your solution that matches seamlessly with your current structure. Populate Contact Manager and pre-fill forms through importing data tables and contact information in the system. Making changes to workflows, contacts, and forms is accomplished with ease. It also has a bi-directional integration that allows you to route completed response to your backend database or BI dashboard. Access permissions ensure only authorized staff is given the right and permission to edit certain forms.

Process Audit and Checklists

If certain locations are underperforming, the app helps you quickly identify them as they are highlighted in BI dashboards. It also aids in devising action plans to fix its issues with due dates and criticality levels. A corporate checklist with a single source of truth can be adjusted to regional requirements. Creating workflows and training tools is also optimized for assisting managers in approvals and creating step-by-step instructions for execution, respectively.

Mobile Audit Solution offers a more efficient way of processing audit data instead of using spreadsheets and paper-based systems. Its mobile audit solution adds context to audit data through embedded photos, GPS coordinates, and time stamp information, among others in order to give you more visibility. With offline functionality and enhanced management of CAPA (Corrective and Preventive Actions), you minimize or even eradicate insightful data from slipping through your fingers. Instead, you get your hands on real-time reports and dashboards that enable you to check statuses, trend lines, and performance.

Offline Forms with Mobile Capability

Using offline forms, you can continue working even with a patchy internet connection and even with no internet access at all. During offline mode, accessing automated form features and collecting data is available. You can easily capture a photo, attach it, and then mark it up on your forms for better visualization. With’s mobile capability, e-signature is possible by directly signing on your tablet or mobile device. It also automates login, location (using GPS), and time stamp information. The data is synced instantly to aggregate easy analysis. It also eliminates inaccuracy through field validation that ensures only the right information is entered, especially with autofill and logic which work offline.

Flexible Platform for any Industry is a flexible platform that caters to your specific needs and structure regardless of your industry. A few examples of the top industries it caters to are transportation, oil and gas, restaurants, hospitality, manufacturing, retail audit, facilities management, construction, and fields operation, among others. The configurable forms will fit your industry’s needs and match your business processes with its forms automation, mobile audits, and mobile inspections.

Overview of Features

  • Data collection
  • Inspections
  • Mobile audits
  • Field operations
  • Forms automation
  • Data tables
  • Contact Manager
  • Offline access
  • Custom reports
  • Task management
  • Automatic notification
  • Workflow management
  • Automatic audit reviews
  • Real-time audit data analysis
  • CAPA (Corrective and Preventive Actions)
  • Trigger alerts
  • Access permission
  • Data import
  • Custom forms
  • Timestamp information
  • Photo capture and mark up
  • Risk management
  • Incident report
  • Course correction
  • AD integration
  • BI dashboard
  • HIPAA compliance certification
  • SSL-secured web traffic

What Problems Will Solve?

Mobile capability

Problem: Inadequate or non-existent mobile support

Solution: understands the importance of keeping access with your workforce and processes no matter their location. With that, it provides an easy-to-use data collection app for enterprise companies to quickly deploy. IT teams, with the use of a robust set of APIs, push data from your current systems to autofill forms in’s mobile apps. The forms, which dynamically change from various actors, may live as a whole entity or be disseminated to other systems that trigger reminders, follow-up tasks, and workflows. It may also head to BI tools for a deeper data analysis.

Leveraging of productivity

Problem: Inefficient paper-based and spreadsheet systems

Solution: remedies the inefficiency caused by still using paper-based and spreadsheet systems which are time-consuming, arduous, and exposed to potential errors. It fills in the gaps of this operation especially for inspections, audits, and operations that occur outside the office. Since there are locations where internet connection is non-existent or unreliable, the app provides an “offline first” methodology to ensure end users won’t be interrupted with their processes. Once internet connection is restored, the app syncs data to ensure information is up-to-date. It’s also designed to capture evidence via photos, signature capture, custom calculations, markup, time stamps, and GPS locations.

Compliance and performance

Problem: Lack of operational insight

Solution: ensures your audits and inspections are effective by giving you visibility over significant insights. The software provides you with several capabilities—such as integrating with IT systems and adding observational evidence from the field—to oversee critical issues and statues. Its BI dashboard shows you locations that are performing and underperforming, create action plans for fixing issues, and ensure proper execution. An overview of the local issue shows you whether it’s on a regional or global scale so you can adjust your corporate checklists as needed.

Awards & Quality Certificates Position In Our Categories

Position of in our main categories:

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5 is one of the top 5 Forms Automation Software products

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5 is one of the top 5
Forms Automation Software products

If you are interested in it may also be sensible to examine other subcategories of Best Forms Automation Software gathered in our base of SaaS software reviews.

Since each organization has unique business wants, it is sensible for them to desist from searching for a one-size-fits-all faultless software system. Needless to say, it would be pointless to try to find such a system even among market-leading software solutions. The clever thing to do would be to list the various vital factors that need consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some reviews and look into each of the other solutions in your shortlist in detail. Such exhaustive homework can ensure you reject ill-fitting systems and choose the system that offers all the features you need for business success.

How Much Does Cost? Pricing Plans:

The pricing information of is only available on a by quote request. Contact the vendor directly for a custom quote based on your organization’s needs.

User Satisfaction

We realize that when you make a decision to buy Forms Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
  • French
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?


What are pricing details? Pricing Plans:

The pricing information of is only available on a by quote request. Contact the vendor directly for a custom quote based on your organization’s needs.

What integrations are available for offers integrations with custom databases and homegrown legacy applications. It supports out-of-the-box third-party applications such as Salesforce and enterprise software systems including popular CRMs, ERPs, PLMs and workforce management tools.

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