Ratings and Reviews 10 Ratings
Ratings and Reviews 525 Ratings
What is Square 9?
What is FormAssembly?
Integrations Supported
Integrations Supported
API Availability
API Availability
Pricing Information
- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Pricing Information
Supported Platforms
Supported Platforms
Customer Service / Support
Customer Service / Support
Training Options
Training Options
Company Facts
Organization Name
Square 9
Date Founded
2001
Company Location
United States
Company Website
www.square-9.com
Company Facts
Organization Name
FormAssembly
Date Founded
2006
Company Location
United States
Company Website
www.formassembly.com
Categories and Features
Accounts Payable
AI Automation
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AP Automation
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AR Automation
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Business Continuity
Business Process Automation
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Business Process Management
Contract Management
Data Collection
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Data Extraction
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Document Management
Document Scanner
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Electronic Data Capture
Enterprise Content Management (ECM)
Forms Automation
Intelligent Document Processing
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OCR
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Online Form Builders
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Workflow Automation
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Workflow Management
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Categories and Features
Data Collection
Experience the evolution of data gathering with our cutting-edge approach. Gather, link, and manage AI-ready information quicker than ever before. FormAssembly transforms the landscape of enterprise data collection and automation. With your integrated AI assistant, Fai, you can effortlessly design customized, compliant forms, streamline intricate workflows, and ensure clean, organized data flows seamlessly throughout your technology ecosystem. FormAssembly stands as a robust platform tailored for efficient data collection on a large scale. Featuring a user-friendly interface, sophisticated architecture, and built-in automation features, it enables you to effortlessly establish secure and compliant workflows while directing structured data to the essential systems your organization depends on. No developer involvement is required. No waiting periods. Just intelligent, rapid data solutions from the outset.
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Forms Automation
Elevate your online forms with automated workflows to enhance efficiency. Seamlessly integrate and streamline multi-step form procedures. Guide respondents through conditional pathways, automate notification emails, secure necessary approvals, and create or modify Salesforce entries—all without needing to write code. Data collection often extends beyond a single submission. FormAssembly empowers teams to establish comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and advance processes automatically. Meet Fai, FormAssembly’s intelligent AI assistant, designed to help teams transition from conceptualizing an idea to implementing a functional workflow in no time. Simply outline the process you wish to automate, and Fai will assist in crafting the workflow framework, including necessary forms, routing logic, and automation sequences. Typical use cases include: - Multi-step approval processes - Application and onboarding sequences - Service request management - Document creation and signature processes
Lead Capture
Data gathering typically extends beyond just one entry. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and seamlessly advance processes without manual intervention.
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Online Form Builders
Develop Forms to Elevate Your Business Transform tedious manual data adjustments into reliable automated data solutions. Our tailored forms seamlessly connect with the applications you depend on, featuring advanced elements like spam filtering, authentication, virus detection, and encryption for trustworthy data collection. Forms should serve a purpose beyond simply gathering information. FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and record-keeping systems such as Salesforce. Accelerate Form Creation with Fai Meet Fai, FormAssembly’s intelligent AI assistant, designed to streamline the transition from concept to form. Fai assists teams by generating form layouts, validation criteria, and workflow processes tailored to your data needs, enabling creators to design complex forms without requiring extensive technical skills, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake documents - Registration and application forms - Referral request forms - Internal submission forms
Survey
Design Surveys That Gather Insights and Inspire Action Harness the power of survey responses to kickstart workflows, activate approvals, produce documents, and refresh your systems with FormAssembly’s adaptable tools. Our platform ensures a user-friendly experience that is mobile-optimized, professional, and engaging. Responses can set off automated workflows, direct data to appropriate teams or systems, create necessary documents, and facilitate approvals or subsequent actions. FormAssembly also offers survey functionalities tailored for any complexity level, featuring a variety of question types, branching and skip logic, mobile-responsive design, and branding options. Whether you require a straightforward feedback survey or a more complex process-oriented questionnaire, FormAssembly has you covered.
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