Platform Features

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

Form building and customization

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

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.

Process management and 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.

Integrations and 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 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 and compliance features

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 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 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.

Additional features can be added a la carte based on your plan level

	Basic Learn more	Essentials Learn more	Team Learn more	Enterprise Learn more	Government Learn more
Highlighted Features
Unlimited Forms and Responses
Users	Single User	Multi-user	Multi-user	Multi-user	Multi-user
Onboarding	Self-Serve	Add-On	Add-On	Included	Included
FedRAMP Ready
HIPAA Compliance and BAA
Field Level Masking of Sensitive Data
Custom Contract
Service Level Agreement
CAS, LDAP, SAML Authentication & Prefill
Advanced Workflow Process Automation
Data Residency in N. America, Europe, Asia-Pacific
Customizable Permissions & Access Control
E-Signatures
Customize Forms with No Code Theme Editor or Custom HTML, CSS, and JS
Pre-Made Form Themes & Templates
Mobile App Access
Secure Forms (TLS 1.2) and Encryption at Rest
Standard Data Privacy Regulations (GDPR, CCPA, FERPA)
Accessibility (Section 508, WCAG 2.1)
Connectors and Support Plans
Microsoft Excel Add-on – Send workflow response data to Excel workbooks			Add-on	Add-on	Add-on
Google Sheets Add-on – Send Form and Workflow Response Data to Google Sheets Spreadsheets		Add-on	Add-on	Add-on	Add-on
Payment Connectors – Stripe, PayPal, iATS, Chargent, Authorize.net, Cybersource	Add-on	Add-on	Add-on	Add-on	Add-on
Salesforce Connector – Submit Data and Create or Update Standard and Custom Objects in Salesforce and Salesforce Marketing Cloud. Collect Payments with Salesforce Elevate (Dynamic Picklists and Form Prefill available on Essentials and above)	Add-on	Add-on	Add-on	Add-on	Add-on