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description=From forms and intake to AI analysis and automated action. Trusted by 35,000+ organizations, built for regulated enterprises, delivered with forward-deployed engineers.;

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e templates for forms portals and workflows product roadmap see what we re building next and vote for the features you need most for developers explore api webhooks and developer resources integrations connect formaloo with your tools and automate your workflows featured story how kodak lens vision centres digitized patient consent with formaloo learn how kodak lens vision centres used formaloo to digitize patient consent streamline insurance direct billing and embed forms into daily clinical operations easy to use forms platform comprehensive field library email notifications intuitive dashboard digital consent forms read the full story featured story how kodak lens vision centres digitized patient consent with formaloo read the full story enterprise pricing login book a demo start free products solutions resources templates enterprise pricing login book a demo start free new formaloo mcp is now free on every plan formaloo operations intelligence collect understand act describe the goal formaloo oi s agents collect the information make the decisions and automate the work you approve every step start free book a demo trusted by amazing teams at 35k teams worldwide 100 countries 4 7 5 based on 1 000 reviews 1 800 average reported roi turn every answer into the next action from building forms and generating documents to collecting esignatures formaloo has you covered take your productivity a step further with formaloo oi designed to help any team easily incorporate ai into their workflows patient intake step 1 of 3 full name jordan lee insurance provider harbor health plan ai add policy number when provider is selected add ai powered form builder build beautiful smart forms in seconds describe what you need and formaloo ai generates a fully functional form with logic fields and styling ready to deploy conditional logic smart branching ai field suggestions auto layout multi step forms with progress tracking explore workflow purchase approval trigger new purchase request 1042 route amount 5 000 finance assign finance lead approval waiting sla 24h escalate after 24h head of ops automated workflows agents that analyze information prepare content communicate update records and move processes forward conditional routing approvals assignments escalations notifications and service level tracking explore service agreement pdf signed amara okafor signed today 14 02 ip verified e signatures documents smartdocs customized pdfs proposals agreements reports and legally binding esignatures explore client portal northwind onboarding brief can edit invoices view only project files view only approvals can approve client team portals build branded portals for clients or employees granular access permissions and all your data in one organized hub explore submissions 30 days 4 812 dashboards analytics real time dashboards built from your form data filter segment and visualize without exporting to a spreadsheet explore goal every new hire is fully set up before day one structured plan done build the process done test end to end running improve via chat next custom ai agents start with the outcome not a blank canvas formaloo oi turns your goal into a structured plan builds the connected process tests it end to end and lets you improve it through conversation explore built for the teams running the world describe what should happen formaloo plans and builds the forms logic approvals messages documents permissions agents and integrations as one connected process healthcare agencies food hospitality education remote teams enterprise hipaa ready forms for modern care teams patient intake consent forms referrals and staff workflows all in a secure compliant platform that connects with your existing ehr and scheduling tools hipaa compliant data handling patient intake triage forms consent release forms with e signature staff credentialing scheduling forms auto generated medical record pdfs multi location access controls explore healthcare healthcare workspace oi hipaa compliant data handling live patient intake triage forms live consent release forms with e signature running staff credentialing scheduling forms draft as the director of business systems for the uk s largest home care company selecting the right tool to manage our form requirements was a critical decision after a thorough market evaluation we chose formaloo and the results have been nothing short of impressive in summary formaloo has proven to be a reliable and user friendly solution for our form management needs james roberts director of business systems analytics city county healthcare group client intake to delivery in one place run your entire client facing operation from formaloo onboarding briefs approvals contracts streamlined with automation so you spend less time chasing client onboarding intake forms brand brief creative brief templates approval workflows with e signature white labeled client portals project scoping proposal forms lead qualification lead enrichment and crm routing explore agency os agencies workspace oi client onboarding intake forms live brand brief creative brief templates live approval workflows with e signature running white labeled client portals draft formaloo has a variety of built in templates that save us time in creating forms its folder level access management lets us share data securely and integration with paypal and stripe allows for seamless payments the platform helps us effectively collect data and customer feedback and the built in analysis tools are invaluable for understanding this information himanshu ganoliya business development manager at ranosys from reservations to guest satisfaction streamline the entire guest journey reservations orders event bookings staff feedback health safety checks and real time reporting across locations registration onboarding reservation event booking forms guest feedback review collection staff health safety checklists allergen disclosure consent forms multi location reporting dashboards explore food hospitality food hospitality workspace oi registration onboarding live reservation event booking forms live guest feedback review collection running staff health safety checklists draft we use formaloo for event registrations internship applications guest interview questionnaires awards applications course registration documentation verification and customer support love formaloo s ease of use folders for projects as easy to use for forms as canva is for image editing coming from typeform the transition was extremely easy the functionality is basically the same but the forms are much easier to create in formaloo especially any forms that require advanced logic or payment which are a pain to do in the other system formaloo makes them really easy erik wolf founder of the culinary travel trade industry smarter systems for schools and universities registration enrollment assessments parent communication hr and student feedback formaloo powers the full administrative and academic lifecycle student enrollment registration forms quiz assessment builders parent guardian communication forms staff hr evaluation workflows course feedback nps surveys scholarship grant applications explore education education workspace oi student enrollment registration forms live quiz assessment builders live parent guardian communication forms running staff hr evaluation workflows draft we ve been using formaloo for more than a year to organize our logistics needs the access management features of formaloo helped us a lot to not only manage our team and inventories but also not to worry about ex team members and unauthorized accesses university of michigan keep distributed teams aligned updated when your team spans time zones async coordination is everything formaloo replaces scattered threads and email chains with structured forms portals and automated handoffs that work while you sleep async check ins standup forms remote onboarding equipment request flows team pulse surveys morale tracking cross timezone approval workflows centralized portals with role based access automated slack email notifications explore remote teams remote teams workspace oi async check ins standup forms live remote onboarding equipment requests live team pulse surveys morale tracking running cross timezone approval workflows draft i primarily use formaloo for forms and it works great for my agency with multiple clients i like that it allows setting up sub accounts giving each client a private workspace their support has been fantastic for us over the last 5 years as well i have had myself and my entire team able to reach them easily and get quick resolutions under all circumstances michael montefusco chief executive officer the power of custom software without the cost or wait enterprise teams use formaloo to replace legacy tools and custom built internal apps with full sso audit logs rbac and dedicated support deploy across thousands of users with the governance your org demands sso saml 2 0 scim provisioning 15 permission levels sub teams multi tenant custom sla 99 9 uptime guarantee dedicated customer success manager on premise private cloud deployment unlimited workspaces members forms talk to enterprise sales enterprise workspace oi sso saml 2 0 scim provisioning live 15 permission levels sub teams live custom sla 99 9 uptime guarantee running dedicated customer success manager draft as an enterprise customer we re glad to use formaloo for the courier onboarding process at bolt we actually use formaloo for many other initiatives as well the logic feature custom validation custom css and especially custom domain made the onboarding process way smoother than before hossein babini global head of marketplace operations proven recognized and trusted see how organizations across industries use formaloo to save time collect better data and serve their people healthcare multi site clinic patient intake used to take over 20 minutes and slow down our entire clinic with formaloo patients now complete everything in under five minutes before they even arrive our staff finally spend their time caring for patients instead of chasing paperwork and the entire check in process runs smoother across all our locations it s made a noticeable difference for both our team and our patients 77 faster intake 0 compliance gaps 12 locations unified digital agency client onboarding used to live across emails and messy spreadsheets we replaced it with a branded portal in formaloo and now clients actually complete the brief the first time 3 brief completion 8h saved per client per week food hospitality we run reservations registration forms and post event surveys through formaloo everything is in one place and our event feedback scores improved almost immediately 27 nps points gained 4 venues one system education we replaced 6 different tools for registrations assessments approvals and parent forms with formaloo it helped our admin team save at least 20 hours a week 20h saved per week 6 1 tools consolidated hr people ops we automated our onboarding flow offer letters equipment requests policy sign offs new hires are fully set up before day one with custom automatic emails and our portal 80 less manual hr admin day 0 onboarding done an award winning platform loved by customers rated 4 7 5 on average by our customers discover why formaloo is the trusted solution for your needs integrations keep your stack connect the work formaloo oi sits on top of salesforce sap google workspace and your own databases so teams keep the tools they trust and gain one place to operate see all integrations google sheets outlook slack zapier hubspot salesforce stripe airtable dropbox monday notion google calendar mailchimp make asana jira google drive active campaign calendly intercom build tools as easy as playing with legos kanban gallery table chart form ai analyze signup login resources see how others use formaloo resources that help you organize analyze and use your data efficiently explore resources resource formaloo hubspot automate your crm workflows connect formaloo with hubspot to automatically sync form submissions update contacts and trigger personalized crm workflows learn more resource how food hospitality brands streamline operations with formaloo how food and hospitality teams use formaloo to connect forms workflows and operational data across locations for better visibility consistency and coordination learn more resource we re no longer a form builder introducing formaloo oi we started by helping businesses collect information today we re announcing formaloo oi the intelligence layer that runs their entire operation and a company restructure into four businesses learn more start fast with templates hit the ground running with these ready to use free form templates agencies healthcare education startups operations events real estate browse all templates formaloo is incredibly easy to use we built multiple projects from satisfaction surveys to consent forms and our team relies on it every day the dashboard is intuitive notifications keep everyone informed and collecting signatures is easy taylor chung cmo kodak lens vision centres proof not pilots 1 000 000 daily active forms and apps in 100 countries 4 7 5 average rating from 1 000 customer reviews 19 hours week average saved time for every team per week perfect easiest solution to create custom crm formaloo provides many templates to get started with various use cases the customer support is excellent they respond right away and answer all your questions they even send you video responses to show you how to fix whatever issue you are having and even offer different solutions munib alahmadi javalogix data analyst there are many many things that can be done with formaloo i like the idea of not be limited to something in specific it helps me to make developments with no code felix rios surfaces purchasing lead formaloo is a super flexible survey app building tool that allows the easy creation of apps in fact what i like most are the templates they really showed me new ways of how to make use of type of software dominik froehlich university of vienna senior lecturer what i like the most about formaloo is that you can make custom forms formaloo is great for making forms and surveys and managing the collected data domingo puerto gomez fercave advisors marketing advertising ease of use folders for projects as easy to use for forms as canva is for image editing forms are much easier to create in formaloo especially any forms that require advanced logic or payment which are a pain to do in the other systems erik wolf founder of the culinary travel trade industry formaloo is a great form survey builder for agencies as each client can be given permissions access for each individual form also each form can have it s own cname no other form builder that i know of has this feature not only that but they have all the features i would expect from a f...