Form builder + approval workflow software
Build branded forms, automate approval workflows, collect signatures, generate PDFs, and give customers or staff a secure portal to track everything in one place.
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What is Formaloo? Formaloo is a form builder and approval workflow platform for teams. It combines online forms, approvals, portals, dashboards, PDFs, signatures, and workflow automation in one system. Teams use Formaloo for healthcare, operations, HR, agencies, education, and internal business processes.
Build multi-step review chains visually. Route requests by form data, assign approvers per department, set escalation rules, and trigger automated actions on every status change.
Describe what you need in plain English and Formaloo AI generates a fully functional form with conditional logic, field validation, and layout, ready in seconds.
Collect legally-binding signatures inside any form. Auto-generate customized PDFs such as agreements, quotes, and certificates the moment a submission is received or whenever you want.
Build branded self-service portals where clients, patients, or employees log in to submit requests, track progress, and access their own data with granular access controls.
Turn form submissions into live operational dashboards. Filter, segment, and visualize team performance, approval rates, and pipeline status without exporting to a spreadsheet.
Most suitable for businesses with strict data sovereignty requirements. Formaloo's on-premise solution deploys Formaloo entirely on your own infrastructure. Zero cloud dependencies.
Formaloo works especially well in industries where forms are only the beginning, and where approvals, access control, dashboards, and ongoing user interaction matter just as much.
Formaloo is used across healthcare, enterprise operations, onboarding, approvals, and portal-based workflows by 35,000+ teams worldwide.
‘‘ From CRMs to teacher evaluations, internal workflows, and website forms, Formaloo has truly been a game changer for our team. Each Formaloo workflow saves us 3–7 emails per engagement. ’’
‘‘ After a thorough market evaluation, we chose Formaloo, and the results have been nothing short of impressive. Formaloo has been a reliable & user-friendly solution for our form management needs. ’’
‘‘ Formaloo has folder-level access management, allowing us to share relevant data with the right person at the right time across our distributed teams. It completely replaced our manual intake process."’’
Formaloo powers the operational backbone of thousands of distributed enterprises across every major market. These are the numbers that reflect that trust.
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What is Formaloo? Formaloo is a form builder and approval workflow platform for teams. It combines online forms, approvals, portals, dashboards, PDFs, signatures, and workflow automation in one system. Teams use Formaloo for healthcare, operations, HR, agencies, education, and internal business processes.
Formaloo does not stop at data collection. It helps your team review requests, move work forward, and automate what happens next.
Route requests through managers, departments, statuses, and signatures without relying on scattered emails, spreadsheets, or disconnected tools.
Give customers, patients, students, partners, or employees a secure place to log in, see their own data, and complete the next step.
Turn submissions into tables, charts, dashboards, and Kanban boards so your team can manage live work instead of exporting everything into spreadsheets.
Start with one form or workflow, then expand into approvals, portals, dashboards, integrations, and enterprise controls as your team grows.
Replace the patchwork of form builders, spreadsheets, portal tools, approval processes, and document tools with one connected platform.
"I like how easily Formaloo lets us build custom, industry-specific forms and workflows without any technical development. It’s flexible enough to handle customer technical intake forms, supplier audits, and production checklists while keeping data organized and compliant. The automation saves our team countless hours on manual data entry and follow-ups, maintaining efficiency in our operations. I really appreciate how stable and reliable the platform is, even with heavy daily use in our manufacturing environment."
Formaloo's approval engine connects every step — intake, review, sign-off, and delivery — into a single automated workflow your team actually uses.
Notify your employees via email or by a Slack message once their leave request is approved or rejected.
You drag & drop, change the status of application - triggering sending notification.
Save time with an easy-to-use approval dashboard.
Automate acceptance and rejection notifications.
Manage medical supply requests, appointment bookings, and more—automatically routed to the right team members for approval.
Send PDF of the signed document both to your team and the patient.
Ensuere HIPAA compliance with secure data storage.
Get an on-premise solution to host all data on your servers.
Notify your employees via email or by a Slack message once their leave request is approved or rejected.
Make sure relevant teams review the submission at the right time.
Get a white-label solution to maintain the brand image.
Host all data on your servers with on-premise.
Ensure every support ticket is tracked and handled. Automatically turn submissions into tasks and notify the right IT specialist for timely response.
Automatically assign tasks in customer support portal.
Send user email notification right as the bug is fixed.
Send a Slack message as the update is released.
Speed up time-off request reviews and approvals. Track the process on Kanban boards.
Automates reviewing, approving, and signing documents.
Efficiently manage various types of requests, from leave applications to equipment needs, while maintaining a clear and organized workflow.
Whether you’re running a helpdesk or managing internal IT requests, this ticketing system simplifies the process, making your team more productive and your customers happier.
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.
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.
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!
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.
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.
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 form builder.
Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it to survey my clients, to better understand them.
Read the answers to the most frequently asked questions about our survey builder
Formaloo is a form builder and approval workflow platform that helps teams collect data, automate approvals, generate documents, manage submissions, and give users a secure portal to track work.
Not just! Formaloo is a powerful form builder that allows you to use your form responses and automate the workflow that happens after each form submission. With Formaloo, your data journey continues inside the platform. This allows you to automate approvals, assign submissions to your team, track the progress of your workflow steps and pipelines, share and present your data to your stakeholders, generate smart documents, collect signatures, and ensure your whole workflow is automatically speeding up your team.
Formaloo includes forms, approval workflows, portals, dashboards, PDFs, signatures, notifications, and access control in one platform.
Formaloo is an enterprise form builder with native approval workflow automation built in. Unlike tools like Typeform or Jotform that focus purely on data collection, Formaloo connects form submissions directly to multi-step approval chains, e-signatures, PDF generation, and secure client portals, all without requiring separate tools or integrations for each step.
You build approval chains, selecting who reviews at each stage, what conditions trigger routing, what happens on approval or rejection, and what automated actions fire at completion. Reviewers get email or Slack notifications with full submission context and can approve, reject, or request changes directly from their inbox, no Formaloo login required.
Yes. Teams can route submissions through statuses, reviewers, departments, or signatures and manage them through dashboards and filtered views.
Yes. Formaloo supports portals where external users can sign up or log in, access role-based pages, see their own data, and submit updates.
Yes. Formaloo supports signature collection and custom PDF generation from form submissions.
Yes. Formaloo is already used in healthcare-related workflows and offers enterprise support for HIPAA-oriented deployments and controls.
Formaloo offers HIPAA-ready configurations including encrypted data storage, field-level access controls, comprehensive audit logs, and Business Associate Agreement (BAA) support. Thousands of clinics, hospitals, and health networks use Formaloo for patient intake, digital consent, and clinical workflow automation.
Yes! Formaloo allows you to customize email notifications using your own SMTP settings. This gives you full control over your email communications, ensuring messages are sent from your domain for improved deliverability and brand consistency.
Automating approvals reduces manual errors, speeds up decision-making, and keeps your team aligned, allowing you to focus on what matters most—getting work done.
Absolutely! Formaloo ensures your data is protected with robust security measures, access controls, and audit trails, giving you peace of mind throughout the approval process. Formaloo is also GDPR compliant.
Formaloo provides real-time reporting through AI-driven dashboards that instantly analyze trends. With its advanced analytics and integration options, it delivers valuable insights to support informed decision-making.
Yes. Formaloo is a fully no-code platform. Form building, workflow configuration, portal setup, and dashboard creation are all done through visual drag-and-drop interfaces. Hundreds of pre-built templates across industries make it possible to launch your first automated workflow in minutes, not months.
Formaloo connects with 3,000+ apps natively and through Zapier, including HubSpot, Slack, Microsoft, Google Workspace, and more. A full REST API and webhook system lets engineering teams build custom integrations for any stack.
Formaloo is free forever for core features, including unlimited responses, which is rare among form builders. Paid plans unlock approval workflows, portals, white-labeling, advanced security, and priority support. Enterprise pricing is available on request and includes on-premise deployment, custom SLAs, SSO, and dedicated customer success.
Yes. Organizations that require full data sovereignty, particularly in government, defense, healthcare, or finance, can deploy Formaloo entirely on their own infrastructure. Formaloo's on-premise edition includes all cloud features plus dedicated support, custom security configurations, and enterprise SLAs.
Yes. Formaloo is a strong fit for teams that have outgrown basic forms but do not want the complexity of a heavyweight enterprise stack.
Formaloo is purpose-built for SME teams of 5 to 500+ that need enterprise-level workflow capabilities without enterprise-level pricing or implementation timelines. Most teams are up and running with their first automated workflow in under a day, using templates designed for their specific industry.
Yes. Formaloo already serves enterprise buyers with annual contracts, self-hosted options, enterprise controls, and a strong enterprise sales motion.
