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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

Integrations Supported

AWeber
Agency Advantage
Amazon S3
Amp Impact
BambooHR
Bitium
Constant Contact Lead Gen & CRM
Drupal
EMMA
Formstack Documents
FreshBooks
GetResponse
Google Drive
Harvest
HelpSpot
Jotform
Pipedream
Podio
Salesforce Agentforce Marketing
VoilaNorbert

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars

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

Intellistack

Date Founded

2006

Company Location

United States

Company Website

www.formstack.com

Categories and Features

Forms Automation

Not specified

Online Form Builders

Not specified

Categories and Features

Data Collection

Not specified

Forms Automation

Approval Process Control
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Drag & Drop / No Code
HIPAA Compliant
Pre-made Templates
Signup Forms
Surveys

Registration

Activity Registration
Attendance Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Online Registration
Onsite Registration
Payment Processing
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Question Branching
Question Library
Skip Logic
Supports Audio / Images / Video

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