FEATURES

Platform Features

Powerful, customizable no-code forms for approvals, workflows, surveys, e-signatures, lead generation, and more.

Form building & customization

Explore intuitive form design, engineered to simplify tasks and elevate user satisfaction through customizable and powerful web forms.

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

Improve your process management and team collaboration with FormAssembly features that include task assignment, approval workflow, real-time notifications, document upload, automated workflow, and reporting.

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

Improve data accuracy and performance with FormAssembly features that include detailed form analytics, powerful integrations, and workflows that maximize efficiency for your business 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 the data you collect with robust security measures and compliance features embedded within FormAssembly web forms and workflows. Safeguard sensitive information, maintain regulatory standards, and limit your risk of security breaches.

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.

Additional features available depending on your plan level

Check out the full list of features included.

Check out the full list of features included.

FormAssembly
Atlas Explorer

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Atlas Team

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Best Business Value 🔥BestValue 🔥

FormAssembly Atlas Enterprise

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FormAssembly
Gov Cloud

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Core Functionality

Users (Standard/Limited) Additional Licenses Available

1/0

3/5

5/10

5/10

Unlimited Active Data Collection Workflows

Add-on

Included

Included

Included

Basic Document Generation with Single Signer E-Signature

Add-on

Included

Included

Included

Unlimited Storage, Forms and Responses

Agentic AI Assistant

Field Level Masking of Sensitive Data

Workflow and Form Analytics

Admin Level Controls

Customizable Branding and Themes

Accessibility (Section 508, WCAG 2.1)

Security & Compliance: TLS 1.2, GDPR, CCPA, FERPA

Advanced Functionality

Integrations* (CRM, Payments, Storage)

Add-on

Add-on

Add-on

Add-on

Analytics Suite

Add-on

Add-on

Add-on

Customizable Document Generation with Multi-Signer E-Signature

Included Document Merges (Annual)

250

1000

1000

Custom HTML, CSS, JS

Custom (Sub) Domain Choice

Advanced Security & Compliance

FedRAMP Authorized High Impact

Add-On

HIPAA Compliance with BAA

Field-Level Masking of Sensitive Data

Identity Authentication

Data Residency (NA, EU, APAC)

Advanced Customer Support

Onboarding

Add-on

Included

Included

Success Plans

Add-on

Included

Included

Service Level Agreement

Optional Custom Contract

The FormAssembly difference

security features

Secure

Secure forms (TLS 1.2) and encryption in transit and at rest.Secure forms (TLS 1.2) and encryption in transit and at rest.

Read Security Info
compliance features

Compliant

Meet and exceed standard data privacy regulations (GDPR, GLBA, ISO 27001, CCPA, FERPA, and more).

Read Compliance Info
formassembly accessibility feature

Accessible

Accessibility-compliant with Section 508, and WCAG 2.1.

Accessibility Statement
flexible  plan features

Flexible

Flexible plans that offer easy scalability, multiple publishing options, customizable branding, and unlimited forms and submissions for all users.

Explore Plans