FEATURES

Build Better Data Collection Workflows

FormAssembly turns secure web forms into governed data collection workflows. Capture structured, validated data at submission and deliver it reliably into systems like Salesforce, so your processes, reporting, and AI initiatives start with trusted inputs.

Form building & customization

Design structured forms as part of complete workflows, using intuitive tools and AI-assisted guidance to capture validated data that meets your organization’s standards from the start.

No-code or high-code, your choice

Build forms visually with a drag-and-drop interface (no coding required) or use CSS, HTML, and more for advanced branding and customization.

File to Web Form

Instantly convert a PDF, spreadsheet, form image, or screenshot into a dynamic, fillable web form. Just upload your file and let FormAssembly do the rest – no manual rebuilding or coding required.

Publish and embed workflows

Publish workflows and forms on standalone webpages hosted by FormAssembly, or embed them on your website, Salesforce experience pages, and more.

E-signature

Collect electronic signatures along within workflows. Compliant with FDA 21 CFR Part 11.

Save & resume

Allow users to partially fill out a form, save it, and return later to complete it on their own time.

Field validation

Set rules to ensure users enter data in the correct format (e.g., email address, phone number) and standardize how data is entered into your system.

PDF generation

Automatically generate PDF files from submitted form data.

Calculated fields

Create fields that automatically calculate values based on other user inputs.

Conditional logic

Show or hide form sections or questions based on user responses, offering a personalized, responsive experience.

Hidden fields

Include form fields that are not visible to users but can be pre-populated with data.

Email notifications & redirects

Set up automated emails to be sent upon form submission or redirect users to a specific webpage.

Localization

Translate into over 40 languages with FormAssembly’s localization feature. Translate into 1 language or multiple languages within a single form.

Progress bar

Boost completion rates of your multi-page forms with the addition of a responsive progress bar that tracks user progress.

Process management & collaboration

Coordinate workflows, approvals, and handoffs with built-in process management tools that ensure data moves reliably between people, teams, and systems.

Admin reporting

Gain visibility across your forms, workflows, users, and connectors with reports and dashboards reserved for account administrators.

Approvals

Set up workflows where form submissions are reviewed by approvers in your organization and offer conditional pathways depending on their decisions.

Assignments

Assign tasks and send reminders within workflows to streamline and speed up your organizational processes.

User collaboration

Share forms and workflows across your organization, allowing your team to develop content and analyze results together.

Document upload

Collect files through forms and securely store them in industry-leading workspace and collaboration platforms like Google Drive, Microsoft Sharepoint, Box, and DropBox.

Notifications

Automate notifications to alert your staff when forms are submitted or when action is needed from respondents, speeding up your critical processes.

Document generation

Effortlessly create professional, branded invoices, reports, certificates, and more – automating document creation as a natural part of your processes.

Integrations & insights

Deliver structured data directly into Salesforce and other systems of record while gaining visibility into performance with analytics that support better decisions and more efficient processes.

Bidirectional integration with Salesforce

Connect your forms seamlessly with Salesforce. Data submitted through forms can flow into Salesforce and vice versa.

Prefill forms

Automatically populate form fields with existing data, saving users time, reducing errors, and improving data quality.

Form analytics

Gain insights into how users interact with your forms, allowing you to optimize for better results. Review form-specific data on user interactions, abandonment rates, and error codes.

Salesforce dynamic picklists

Populate dropdown menus with options pulled directly from Salesforce.

Payment integrations

Accept payments directly through your workflows with Stripe and a growing number of payment processors.

Sync with Spreadsheets

Send response data to Microsoft Excel workbooks or Google Sheets spreadsheets for analysis.

Security & compliance

Protect sensitive data with security and compliance controls enforced at submission, ensuring information is validated, secured, and routed in accordance with regulatory and organizational requirements.

Secure compliant data collection

Meet data collection requirements from HIPAA, GDPR, GLBA, and more with industry-best encryption and a regularly audited platform.

Mobile responsive web forms

Web forms that can be embedded on your site, hosted by FormAssembly, and shared on any device, tablet, or workstation.

Submit forms offline

Capture data even without an internet connection. Collect responses anywhere with the FormAssembly mobile app and submit them when internet access is restored.

Customizable user permissions & access control

Define who can edit your forms, access your data, and update your account with granular permission settings.

Secure file scan

Scan uploaded files for malware and viruses to identify threats and protect your organization.

Data retention and data purge customization

Automate the purge of sensitive data from your account to meet your organization’s compliance and security requirements.

Protect your customer data

FormAssembly’s secure infrastructure and AWS backbone safeguard sensitive information collected through your forms.

SAML, CAS & LDAP

Integrate FormAssembly with your existing directory services for secure user login.

ReCaptcha & AKISMET

Prevent spam submissions by adding a challenge only humans can solve, and automatically mark suspected spam submissions.

Multi-factor authentication

Prevent malicious actors from gaining access to your account with layers of security that your users can configure.

Get started with the plan that’s right for you

Every organizational process starts with data collection. As more people, steps, and rules come into your process, complexity grows. FormAssembly grows with it.

The FormAssembly difference

security features

Secure

Secure forms with encryption in transit (TLS) and at rest (AES-256), protecting sensitive data from the moment it is submitted.

Read Security Info
compliance features

Compliant

Meet and exceed data privacy regulations, including GDPR, GLBA, ISO 27001, CCPA, FERPA, and more.

Read Compliance Info
formassembly accessibility feature

Accessible

Built to meet accessibility standards, including Section 508 and WCAG 2.1.

Accessibility Statement
flexible  plan features

Flexible

Flexible plans that scale with your needs, supporting everything from simple forms to sophisticated workflows with customizable branding, multiple publishing options, and unlimited forms and submissions.

Explore Plans