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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Gather - Easy Form Automation

Gather Data on the Fly

Meet your wingman for better data collection. Get the right info from clients the first time to power your contract automation.

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Gathering Data is Sweeter with Form Automation

Features of Form Automation to Streamline Your Data Collection

Unparalleled Data Collection Security

Experience true peace of mind with our first-rate security features. With encryption at rest and in transit, you can focus on what matters most — managing your contracts worry-free.

Mobile Friendly

Mobile-Friendly Data Collection

Tablet. PC. Smartphone. Use the devices you and your clients love most to collect data to generate contracts, proposals, and other documents.

Form Automation

Easily Embed Form Automation on Your Site

Generic web forms bee gone. Design custom forms with your branding and custom fields, then embed them into your site in a few clicks. It’s business process automation at your fingertips.

Support for Most File Types

Upload Support for Most File Types

Collect documents from clients, regardless of file type, with secure uploads as part of our automated forms.

Webhooks and API

Ability to Expand with API and Webhooks

APIs and webhooks send and receive info from your favorite apps to ensure real-time data flow, eliminating time-sucking manual data entry, and ensuring accurate and effective digital contract management.

Revolutionize Contract Management with Form Automation

Ready to remove data collection headaches, time-consuming manual labor, and human error from your contract management? Innovate with form automation to gather real-time data using secure and customizable embeds. 

Form Automation

Frequently Asked Questions

What is form automation?

Form automation uses technology to simplify and streamline completing and managing forms and documents. It automates the creation, distribution, collection, and processing of forms, reducing the need for manual data entry and paperwork. For example, using form automation to collect customer information by creating online forms for customer surveys, feedback, or contact information. These forms can be embedded on the business's website, and the collected data processed and stored electronically, reducing the need for manual data entry and paperwork.

How does form automation work with the rest of the contract automation process?

Form automation works together with the contract automation process by making it easier to gather important information needed for creating and managing contracts. It uses automated forms to collect details like client information and contract terms, which are then used to create contracts without manual data entry. This makes the entire process faster and more accurate.

What are the use cases for form automation?

Form automation can be used for just about any process at your workplace that relies on forms. This includes, but is not limited to, business invoices, application forms, order forms, registration forms, request forms, HR forms, and more.

Does Docubee’s form automation integrate with my platforms?

Docubee uses a combination of webhooks and Zapier integrations to connect platforms and send information between them.