Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Interfacing Integrated Management System (IMS)Interfacing’s IMS is an AI-enabled platform that combines business process modeling, quality management, controlled documentation, and governance/risk capabilities in a single hub. Organizations rely on IMS to document and automate workflows, maintain versioned records, manage risk programs, and keep compliance activities aligned with regulatory requirements through full lifecycle traceability. Developed for industries where accountability and oversight are essential, including aerospace, pharma/biotech, finance, and government, IMS delivers operational insight, workflow automation, and intelligent recommendations that help reduce risk and improve quality outcomes. The platform holds ISO 27001 certification and includes 21 CFR Part 11 validation, supporting secure use in high-compliance environments. Additional capabilities include low-code app creation, AI-based process mining, audit management, CAPA and training modules, and performance dashboards. AI improves governance accuracy, strengthens compliance posture, and supports ongoing improvement.
-
TitanCollaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!
-
JotformWith the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.
-
Square 9Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.
-
GW AppsAccelerate Your Innovation with No-Code Solutions. GW Apps empowers organizations to create tailored web applications significantly faster, potentially reducing the time and expense by as much as 80% compared to conventional methods. This platform can revolutionize your operational workflows by automating previously manual tasks, ensuring everything stays organized and easily accessible. You can guarantee that the appropriate personnel are engaged and that established procedures are adhered to. With the ability to automatically dispatch notifications, generate or modify records, produce PDFs, and initiate actions (APIs) in outside systems, GW Apps streamlines operations efficiently. Implement highly customizable and robust security measures to ensure that only authorized individuals can view, modify, or interact with specific data. You can develop productivity-enhancing applications, establish a paperless office environment, create self-service portals, and modernize outdated legacy systems—all without writing any code. Seamlessly connect with well-known platforms like G Suite and Office 365. Every organization is burdened with various processes that require oversight. Imagine if your workflows could autonomously manage themselves and carry out their actions, allowing you to achieve more with reduced stress. GW Apps is designed to help you realize the processes you've always envisioned, transforming them into effective, self-sustaining systems that enhance productivity and efficiency.
-
EasySendEasySend provides a powerful, no-code platform for businesses to transform traditional customer journeys into digital experiences. Whether onboarding new clients or handling claims, loans, and quotes, EasySend enables companies to collect and manage customer data with ease. Its user-friendly tools allow for automated workflows, customizable forms, and integrated e-signatures, all within a secure, compliant framework. Serving industries like insurance, healthcare, and finance, EasySend accelerates digital transformation while ensuring privacy and security. With rapid deployment and dedicated support, it helps businesses deliver seamless customer experiences from start to finish.
-
PipefyPipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.
-
Process StreetProcess Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.
-
StackAIStackAI is an enterprise AI automation platform built to help organizations create end-to-end internal tools and processes with AI agents. Unlike point solutions or one-off chatbots, StackAI provides a single platform where enterprises can design, deploy, and govern AI workflows in a secure, compliant, and fully controlled environment. Using its visual workflow builder, teams can map entire processes — from data intake and enrichment to decision-making, reporting, and audit trails. Enterprise knowledge bases such as SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected directly, with features for version control, citations, and permissioning to keep information reliable and protected. AI agents can be deployed in multiple ways: as a chat assistant embedded in daily workflows, an advanced form for structured document-heavy tasks, or an API endpoint connected into existing tools. StackAI integrates natively with Slack, Teams, Salesforce, HubSpot, ServiceNow, Airtable, and more. Security and compliance are embedded at every layer. The platform supports SSO (Okta, Azure AD, Google), role-based access control, audit logs, data residency, and PII masking. Enterprises can monitor usage, apply cost controls, and test workflows with guardrails and evaluations before production. StackAI also offers flexible model routing, enabling teams to choose between OpenAI, Anthropic, Google, or local LLMs, with advanced settings to fine-tune parameters and ensure consistent, accurate outputs. A growing template library speeds deployment with pre-built solutions for Contract Analysis, Support Desk Automation, RFP Response, Investment Memo Generation, and InfoSec Questionnaires. By replacing fragmented processes with secure, AI-driven workflows, StackAI helps enterprises cut manual work, accelerate decision-making, and empower non-technical teams to build automation that scales across the organization.
-
UnFormUnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
What is Intellistack?
Intellistack Streamline is a secure, AI-native no-code workflow automation platform that enables organizations to transform manual and fragmented processes into connected, automated workflows. The platform helps businesses integrate data, systems, documents, and approvals across departments while maintaining strong security and compliance standards. Designed for organizations that manage sensitive information, Intellistack Streamline provides a centralized environment for workflow automation, contract lifecycle management, document generation, eSignatures, and digital forms. Its no-code architecture allows business users to build, modify, and manage workflows without requiring software development expertise. The platform integrates with major enterprise systems, including EHRs, CRMs, databases, Salesforce, SharePoint, Epic, Cerner, Slack, Snowflake, and SQL environments, enabling real-time access to business data. Intellistack Streamline serves industries such as healthcare, finance, legal services, higher education, human resources, and operations where security, compliance, and process efficiency are essential. Healthcare organizations can use the platform to manage patient referrals, intake processes, and discharge coordination, while legal and finance teams can streamline contract management and client onboarding. HR departments can automate employee onboarding and approval workflows, and higher education institutions can track applications and enrollment processes more effectively. The platform’s contract lifecycle management features include document automation, AI-guided playbooks, redlining, workflow routing, and status tracking. By consolidating multiple systems and vendors into a single platform, organizations can reduce costs, eliminate repetitive tasks, improve visibility, and strengthen governance. Intellistack Streamline helps teams work more efficiently, automate critical business processes, and securely manage information across the enterprise.
What is Formstack Documents?
Boost your workplace productivity with Formstack’s innovative platform, which supports over 27,000 organizations in simplifying vital tasks, automating workflows, and optimizing processes without any coding expertise. It equips users with all the necessary tools to enhance digital operations proficiently. Formstack merges its diverse productivity features into a unified solution, enabling users to effortlessly create customized forms, fill digital documents with data, and obtain eSignatures in a streamlined manner. Thanks to its robust form-building functionalities, impactful workflows can be established in mere minutes, allowing for easy automation of tasks and data collection from any location without IT dependency. The document generator streamlines the process by transforming data into well-organized, shareable documents, eliminating the need for tedious copy-and-paste efforts. Moreover, the user-friendly drag-and-drop eSignature feature alleviates the burdens of traditional paperwork, facilitating the acquisition of digital signatures on various devices for any forms or documents. This holistic strategy not only boosts productivity but also fosters improved collaboration among teams. Furthermore, by adopting Formstack, organizations can transition toward a more efficient, digitally-savvy workplace that supports growth and innovation.
Integrations Supported
Airtable
Formstack
Google Drive
Axis LMS
Chargebee
Docusign
Egnyte
Harvest
Microsoft Excel
Microsoft SharePoint
Integrations Supported
Airtable
Formstack
Google Drive
Axis LMS
Chargebee
Docusign
Egnyte
Harvest
Microsoft Excel
Microsoft SharePoint
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$29 per 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
Intellistack
Date Founded
2006
Company Location
United States
Company Website
www.intellistack.com
Company Facts
Organization Name
Intellistack
Date Founded
2006
Company Location
United States
Company Website
www.formstack.com/products/documents
Categories and Features
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
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control