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Description
IndyForms, an easy-to-use digital form and document system, automates administrative tasks and eliminates paperwork. This allows businesses to operate efficiently while remaining compliant.
Users can easily create forms, including contracts, registrations, and more, using an AI-powered designer and a template library. This allows them to manage and analyse data, as well as capture and manage it.
Conditions simplify submissions. Forms can include interactive elements such as videos, include legally binding eSignatures, and even collect payments.
Real-time collaboration with your team or external stakeholders. Assign action items to forms to ensure that obligations are met. Documents can be stored securely and accessed easily in a single platform. Versions are controlled with updates in real-time.
Automated workflows can handle approvals, recurring commitments, due dates, and reminders. Users can also track progress and late items at a glance.
Description
Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.
API Access
Has API
Yes
API Access
Has API
No
Pricing Details
$10/Admin Licence/Month
Pricing is per Admin Licence per month. Pay for as many Admin Licences as you need. All plans allow for unlimited (non-Admin) Users.
When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.
At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.
Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.
At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.
Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
Free Trial
Yes
Free Version
Yes
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
IndyForms
Founded
2022
Country
Australia
Website
indyforms.com
Vendor Details
Company Name
Paperless Online
Founded
2003
Country
United States
Website
paperlessonline.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
Yes
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
