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What is Intelligent Forms Automation?

OpenText significantly improves the productivity, efficiency, and responsiveness of processes driven by forms through both electronic and paper-based information collection, along with the automation of validation, processing, review, and exchange, which ultimately leads to improved financial results and a better customer experience. The role of Intelligent Forms Automation is vital within Customer Experience Management (CEM) solutions, enabling organizations to foster engaging communication with their clientele. By providing a flexible, user-friendly, and powerful interface for users, it ensures the collection of thorough and accurate information while promoting a positive interaction with customers. Additionally, by optimizing the workflows that depend on the gathered forms and customer data, and channeling this information to the right teams and systems, it allows for the swift and efficient resolution of customer inquiries. This all-encompassing strategy not only streamlines operational processes but also cultivates customer loyalty and satisfaction over time, ultimately leading to long-lasting relationships and business success.

What is Formstack?

Utilizing Formstack allows you to streamline manual tasks, expedite solution delivery, and transition from concept to operational workflow in just minutes, saving you valuable time—all achieved through simple clicks rather than complex coding. By integrating a user-friendly visual workflow automation tool with digital forms, document creation, and eSignature capabilities, the Formstack Platform empowers you to efficiently develop numerous solutions that address both your daily challenges and the digital demands of your clients. Moreover, you can construct solutions tailored to your urgent requirements, whether they involve applications, proposals, or onboarding processes, while also scaling to support broader organizational digital transformation goals—all seamlessly facilitated by the Formstack Platform. This versatility makes it an essential tool for enhancing productivity and improving customer satisfaction across various sectors.

Media

Media

Integrations Supported

APIANT
Bennie
Bidsketch
BlueDot
Flow XO
FormAssembly
FreeAgent
Generative Studio X by OneReach.ai
Integry
Magento
Magentrix Customer Success
Mailchimp
Pipedrive
Smartsheet
Survey Rocket
TrueMail
Typeform
Zendesk Sell
Zoho CRM
airSlate WorkFlow

Integrations Supported

APIANT
Bennie
Bidsketch
BlueDot
Flow XO
FormAssembly
FreeAgent
Generative Studio X by OneReach.ai
Integry
Magento
Magentrix Customer Success
Mailchimp
Pipedrive
Smartsheet
Survey Rocket
TrueMail
Typeform
Zendesk Sell
Zoho CRM
airSlate WorkFlow

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$83/month
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

OpenText CEM

Date Founded

1991

Company Location

Canada

Company Website

www.opentext.com/products-and-solutions/products/customer-experience-management/intelligent-forms-automation

Company Facts

Organization Name

Formstack

Date Founded

2006

Company Location

United States

Company Website

www.formstack.com

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

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Registration

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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