Customers
Customer Intake
Collect the right information and automatically generate the next step.
Form → Process → Output
SmartForms. Smarter processes.
More than forms.Business processes made simpler.
Turn forms into customized digital experiences built around the way your business works — connecting people, business logic, workflows, approvals, automation, outputs and your systems.
Built around your business — inside and out.
For customers, employees, vendors, partners, internal teams, managers and approvers.
Less typing. Smarter questions. Faster outcomes.
Upload a document, let AI help pre-fill available information, answer only what is relevant, and let SmartForms guide the process from there.
Your SmartForm
A connected experience
Your people
Customer · Employee · Vendor
Upload document
AI-assisted prefill3 fields found
NamePre-filled
CompanyPre-filled
ReferencePre-filled
Smart experience
Relevant questionsGuided choicesLess typingValidation
Your process
RouteApproveAutomate
PDF
Notify
Storage
Systems
Not just website forms
Built for the processes behind your business.
From customer-facing experiences to internal operations, SmartForms can be customized around the processes your business already uses — connecting customers, employees, vendors, partners, teams and approvers in one structured digital experience.
External or internal. Simple or multi-step. Built around your process.
Website visitors
Online Quotes
Ask only relevant questions using conditional business logic.
Form → Process → Output
Employees
Employee Requests
Standardize requests and automatically route them to the right person.
Form → Process → Output
Internal teams
Expense Reimbursement
Collect receipts, validate information and trigger approvals.
Form → Process → Output
Vendors
Vendor Onboarding
Collect company information and documents through a structured process.
Form → Process → Output
Customers & partners
Service Requests
Transform incoming requests into organized workflows.
Form → Process → Output
Managers & approvers
Internal Approvals
Route requests to managers and decision-makers.
Form → Process → Output
Partners & vendors
Document Collection
Gather required files and deliver them directly to the appropriate destination.
Form → Process → Output
How SmartForms works
From input to outcome.
Your form is only the starting point. SmartForms connects what happens before, during and after Submit into a process built around your business.
- 01
Collect
Start with a customized experience. Upload documents, use AI-assisted prefill where applicable, ask only relevant questions and collect what you need — with less typing.
Pre-filled - 02
Apply Your Logic
Show the right questions, validations and next steps based on the answers provided.
Guided choices·Dynamic sections·Validation - 03
Automate Your Process
Route requests, collect approvals, trigger notifications and automate business rules.
- 04
Deliver
Generate the output and send it directly to your environment, your storage or your connected business systems.
Review and edit before Submit
Your process. Your data.
Your process. Your data. Your environment.
Your information should go where your business needs it.
SmartForms can deliver completed submissions, documents and generated outputs directly into the systems and storage your company already uses — helping you keep control of your data and your process.
Your brand. Your process. Your data. Your storage.
Completed submission + generated output
- Microsoft SharePoint
- Microsoft OneDrive
- Google Drive
- SFTP
- Your Business Applications
- Other Integrations
Why SmartForms
The flexibility of an app.
Without building an app.
Built Around Your Process
Customized to how your business works.
Smart Business Logic
Relevant questions at the right moment.
Workflow Ready
Connect approvals, teams and next steps.
Professional Outputs
Create structured, business-ready outputs.
Your Branding
Your identity, language and experience.
Your Storage
Deliver to the environment you choose.
Before / After
The difference starts before Submit — and keeps going after.
A smarter experience from the first interaction to the final outcome.
Smart before Submit. Smart after Submit.
From a better user experience to a better business process.
Traditional form
Before Submit
- Manual typing
- Same fields for everyone
- Generic experience
During
- Static questions
- Unnecessary fields
- Limited guidance
- Basic attachments
After Submit
- Email inbox
- Manual review
- Manual routing
- Manual document creation
- Manual storage / filing
SmartForms
Before Submit
- Customized around your process
- Upload documents
- AI-assisted prefill
- Less typing
During
- Only relevant questions
- Conditional business logic
- Guided selections
- Dynamic explanations
- Smart validation
- Attachments
- Clear progress
- Review before submission
After Submit
- Routing
- Approvals
- Automation
- Notifications
- Professional PDF / outputs
- Your Storage
- Your Business Systems
Smarter forms are coming.
SmartForms is being built for businesses that need more than another generic form builder — customized around the way their business actually works.
Customer-facing or internal. Your process defines the experience.
Be among the first companies to explore SmartForms.