Transform the Way You Collect, Connect and Protect Data

Effortlessly create forms, integrate data, automate processes, and protect sensitive information with FormAssembly Data Collection.

Benefits

Collect

At the core of the FormAssembly Data Collection Platform is a powerful, no-code form-builder that simplifies and streamlines the process of collecting data in the most complex environments.

• Intuitive, drag and drop form builder  
• Advanced features: calculations, conditionals & dynamic content
• iOS and Android compatible mobile apps for field data collection
• Library of pre-built themes and templates

Connect

The connected data ecosystem of the FormAssembly Data Collection Platform enables collaboration, data integration and workflow automation like never before.

• Integrate with Salesforce, Google, Microsoft, and more
• Workflow-driven smart routing, branching, automated decision-making, and more
• Validate data, generate documents, process e-signatures, record approvals and send emails
• Secure payments on a PCI Level 1 certified infrastructure
• Make better decisions with detailed form-level performance analytics, metrics and monitoring

Protect

Built upon the world-class infrastructure of AWS, the FormAssembly Data Collection Platform functionality is protected by layers of security that meet or exceed the highest levels of data compliance requirements.

• Data privacy controls, access controls, and granular user permissions and licensing options
• HIPAA, GDPR, CCPA, TX-RAMP & FERPA compliant – FedRAMP ready
• Data encryption in transit and at rest
• Data masking and obfuscation
• Secure file scan of form uploads
• Users and respondent authentication with CAS, LDAP, and SAML

Features

Form building & customization

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. Publish and embed forms Publish forms on standalone webpages hosted by FormAssembly, or embed them on your website, Salesforce experience pages, and more. E-signature Collect electronic signatures along with form submissions. 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

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

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 forms with Stripe, Paypal, iATS, Chargent, Authorize.net, or Cybersource. Sync with Spreadsheets Send response data to Microsoft Excel workbooks or Google Sheets spreadsheets for analysis.

Security & compliance

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 completed 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.

Why FormAssembly?

Best-in-class form builder & form automation

Customer-rated Leader, 10x Best ROI and 9x Most Likely to Recommend from Software Reviews and G2. Consistently recognized for flexibility, versatility, and top-tier customer support.

Leading Salesforce integration

With more than 300 5-Star reviews in the Salesforce AppExchange, FormAssembly is the data collection platform of choice for Salesforce users.

Enterprise / Government-grade security

The FormAssembly Data Collection Platform features the highest levels of privacy, security and compliance, making it an ideal choice for highly regulated and government organizations.

Commitment to data governance

Secure data collection is what we do. FormAssembly is 100% committed to innovative data collection and advancing the practice of ethical data stewardship.

98% Customer satisfaction score

Your success is our success. FormAssembly offers award-winning customer support to every user, regardless of plan type.

Flexible plans & licensing

FormAssembly offers a wide-range of plans and licensing options to meet the needs of users and organizations of all kinds