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What is Formsio?

Formsio represents a state-of-the-art solution for document automation, specifically tailored for industries that are traditionally paper-dependent, as it streamlines their operations, significantly reduces paperwork turnaround times, and enhances the customer experience. By revolutionizing document management, Formsio produces HTML documents on-the-fly, distinguishing itself from competitors that typically use conventional PDF or DOC formats. This innovative method is particularly advantageous for sectors that require template-based documents with signatures, extensive data handling, intricate calculations, and bulk distribution to clients, contractors, and employees. The highest interest in our offerings is evident in industries such as law, finance, compliance, human resources, real estate, and insurance. Our user-friendly graphical designer enables users to easily craft dynamic HTML forms and documents, replacing outdated PDF files that often impede signature processes and create workflow inefficiencies. Moreover, this forward-thinking functionality empowers businesses to adapt swiftly to client demands, ultimately fostering greater operational efficiency and enhancing customer satisfaction. With Formsio, organizations can look forward to a future where document management is no longer a bottleneck but a seamless component of their operations.

What is 3B Forms?

3B Forms enables users to gather information from clients and seamlessly integrate it with Salesforce. This user-friendly tool minimizes setup time and boasts a variety of robust features, including: - Support for pre-population - A rule engine to manage data entries - Relationships between parent and child objects - PDF generation capabilities - Merge-mapping for various objects - Customizable styling options - Compatibility with both mobile devices and desktops - Support for embedding and site templates - Extensive customization possibilities - Mailing forms directly from standard Salesforce reports - And much more... The application finds utility in sectors such as Recruitment, Marketing, Healthcare, Retail, and Agencies. During the design and development phase, we prioritized incorporating the most effective features from our competitors into an elegant and user-friendly interface. Understanding the diverse ways our clients might utilize the application, we also developed an Open API to facilitate seamless integration of forms into their existing systems, ensuring a versatile and adaptable solution for all users.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Formsio

Company Location

United States

Company Website

www.formsio.com

Company Facts

Organization Name

3B Soft

Date Founded

2017

Company Location

United Kingdom

Company Website

www.3bforms.com

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

Categories and 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

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