Products

Formaloo OI

Approval workflows

Agents check each request, score it and route it. Your team approves what matters.

Form builder

Collect by form, email or WhatsApp. The Intake Agent turns every answer into one clean record.

Client portals

Create secure portals where customers, patients, students, or partners can log in and manage their own data.

Custom PDF builder

Generate quotes, agreements, reports, certificates, and other personalized PDFs from form submissions.

Popular capabilities

✨ AI agentsSignature formsConditional logicSurvey makerQuiz makerCalculator builderDashboard builderCustom CRMChatbot builderIntegrations

Why enterprises choose Formaloo

AI systems that collect, decide and act

Formaloo OI turns your applications, approvals, intake and onboarding into AI systems your team stays in charge of.

  • Agents propose. People approve.
  • Every action recorded, with version history and rollback
  • EU-hosted, your region, or self-hosted
Explore enterprise →

Why enterprises choose Formaloo: AI systems that collect, decide and act, with your team in charge.

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Solutions

By industry / team

HealthcareEducationOperationsEnterpriseHR & peopleAgenciesEventsNon-profitsStartupsRemote teamsFood & hospitalityE-commerceMarketing suiteSales suite

Popular solutions

Healthcare automationLead generationLead enrichmentNPS surveysCustomer experienceSurvey data analysisCalculator builderChatbot builderQuiz makerPoll makerSmart docs & PDFsSales pipelineNo-code app builder

Why Formaloo

Built for industries that need control, compliance, and flexibility

Especially strong for healthcare, education and public-sector teams that run applications, approvals and intake.

  • HIPAA-ready
  • 100% White-label
  • Portals
  • Approvals
  • Dashboards
See enterprise capabilities →

Built for industries that need control, compliance, and flexibility. HIPAA-ready · 100% white-label.

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Resources

Learn

Blog

Use cases, comparisons, best practices, and strategic guides.

Webinars

Live and on-demand walkthroughs for practical workflow use cases.

Help center

Guides and tutorials for builders, admins, and teams adopting Formaloo.

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Follow new launches, improvements, and enterprise-relevant releases.

Case studies

See how teams use Formaloo to streamline forms and workflows.

Tutorial videos

Follow-through videos to learn features and build your use cases.

Build faster

Live support chat

Get fast help from the Formaloo team whenever you need it.

Book a process review

Bring us one process. Our team maps it and builds the system with you.

Templates

Start faster with ready-made templates for forms, portals, and workflows.

Product roadmap

See what we’re building next and vote for the features you need most.

For developers

Explore API, webhooks, and developer resources.

Integrations

Connect Formaloo with your tools and automate your workflows.

Featured story

Kodak Lens Vision Centres logo

How Kodak Lens Vision Centres digitized patient consent with Formaloo

Learn how Kodak Lens Vision Centres used Formaloo to digitize patient consent, streamline insurance direct billing, and embed forms into daily clinical operations.

  • Easy-to-use forms platform
  • Comprehensive field library
  • Email notifications
  • Intuitive dashboard
  • Digital consent forms
Read the full story →

Featured story: How Kodak Lens Vision Centres digitized patient consent with Formaloo.

Read the full story →
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Terms & conditionsPrivacy policyGDPR & CCPAAffiliate terms

Legal

GDPR & CCPA Compliance, Made Simple with Formaloo

Enterprise-grade global compliance made simple, GDPR & CCPA ready

In today’s world, data privacy isn’t optional, it’s essential. Whether you operate in Europe, USA, Canada, the UK or serve customers globally, regulations like the GDPR (General Data Protection Regulation) and CCPA/CPRA (California Consumer Privacy Act & Privacy Rights Act) define how organizations must handle personal data.

For companies, compliance isn’t just about avoiding fines, it’s about earning trust. And for enterprises managing sensitive data across multiple teams and regions, choosing the right platform makes all the difference.

That’s where Formaloo comes in.

Built for Privacy by Design

From day one, Formaloo was built with privacy, security, and compliance baked in, not added later.

Here’s why organizations around the world rely on Formaloo:

  • EU Data Residency by Default: All data, forms, files, and databases are hosted on EU-based infrastructure.
  • Enterprise Access Control: With 15 access levels, multi-tenancy, workspaces, and department/team/project/sub-team permissions, you can manage data with precision.
  • Audited & Verified: As an EU-based company, Formaloo undergoes independent third-party audits to ensure GDPR alignment.
  • Retention You Control: Your data remains while your account is active, then is automatically deleted within 100 days of cancellation.
  • Cloud or Self-Hosted: Use Formaloo Cloud or run Formaloo Enterprise (Self-Hosted) for complete sovereignty.
  • Strong Legal Framework: GDPR-compliant Data Processing Addendum (DPA) and CCPA/CPRA Service Provider Addendum are available for enterprise customers.

With Formaloo, compliance is straightforward:

  • All EU data stays in the EU.
  • Role-based access controls ensure only the right people can access sensitive data.
  • Audit logs, SSO/SAML, and activity monitoring (enterprise features) provide complete visibility.
  • Data-subject rights support (access, rectification, deletion, portability) are built into the platform.
  • GDPR DPA available for enterprise customers to lock compliance into contracts.

In other words: if your business touches the EU, Formaloo makes sure you’re ready.

CCPA/CPRA

California’s CCPA/CPRA gives residents control over their personal information and sets clear obligations for businesses.

Here’s how Formaloo helps you meet them:

  • Service Provider Role: We act only on your instructions and process data solely for business purposes.
  • No Sell/Share Guarantee: Formaloo does not sell or share personal information for advertising. Never.
  • Consumer Rights Support: Our admin tools help you respond to requests for access, deletion, and correction.
  • Contractual Protections: Our CCPA/CPRA Service Provider Addendum ensures contractual compliance.
  • Retention & Minimization: You can configure how long data is kept, with automatic deletion defaults in place.

If you have California customers, Formaloo ensures you’re not just compliant, you’re future-proof.

What You Need to Do as a Customer

Most of the heavy lifting is built into Formaloo. To stay aligned with GDPR and CCPA/CPRA, you should:

  1. Update your privacy notice: disclose that you use an external third party to manage data collection.
  2. Configure access roles: enforce least-privilege across teams, departments, and projects.
  3. Set retention policies: use Formaloo’s tools to align with your organization’s schedule.
  4. Be aware when you use integrations or notifications (emails, Webhooks): Protected data should always remain gated. Monitor all your integrations and notifications to ensure your data is safe.
  5. If self-hosted: secure your infrastructure and apply Formaloo’s enterprise controls on your servers, which is done by default with the help of Formaloo team for you.

Why Enterprises Choose Formaloo

  • EU-native compliance posture + independent audits.
  • Enterprise-grade access control: 15 levels, multi-tenancy, hierarchical permissions.
  • Privacy-first contracts: GDPR DPA + CCPA/CPRA Service Provider Addendum.
  • HIPAA-compliant: Built to handle sensitive healthcare and medical data securely
  • Self-hosted option for complete sovereignty.
  • Clear deletion guarantees, no data lingering.

Data privacy is no longer just a legal checkbox, it’s a competitive advantage. Customers trust organizations that respect their rights and secure their data.

With Formaloo, you’re not just checking a compliance box, you’re choosing a platform designed for the GDPR era in Europe and the CCPA era in the U.S.

Formaloo is built for organizations that take privacy seriously. With us, you’re not just compliant, you’re confident.

Frequently Asked Questions

Is Formaloo GDPR-compliant?

Yes. Formaloo is fully aligned with GDPR requirements. We regularly audit our platform, policies, subprocessors, and contracts to ensure compliance. For enterprise customers, we provide a GDPR-compliant Data Processing Addendum (DPA) to make compliance contractual and enforceable.

Is Formaloo CCPA/CPRA-ready?

Absolutely. Formaloo acts as a Service Provider under CCPA/CPRA. This means we only process data for your specified business purposes, never “sell” or “share” personal data, and give you the tools to fulfill access, deletion, and correction requests from California consumers. Enterprise customers can sign our CCPA/CPRA Service Provider Addendum.

Is Formaloo HIPAA-compliant?

Yes. Formaloo is designed to securely process and store protected health information (PHI). We follow strict privacy and security safeguards that align with HIPAA requirements, making us a safe choice for healthcare organizations and enterprises handling sensitive medical data.

Where is my data stored?

By default, all data is hosted in the EU, including forms, databases, files, and backups. For maximum sovereignty, you can also choose Formaloo Enterprise (Self-Hosted) to keep all data inside your own infrastructure.

Do I need to name Formaloo in my privacy notice?

Not necessarily. Under GDPR and CCPA/CPRA, you must disclose the use of an externally hosted processor or service provider—but you don’t need to name Formaloo specifically unless required by your legal team.

  • Example wording:

“We use an externally hosted third party to manage and administer your data in order to provide our services.”

How long do you keep our data?

We retain your data while your account is active. When you terminate or cancel your subscription, all form data is permanently deleted within 100 days. You can also configure shorter retention policies if required.

What if I use Formaloo Enterprise (Self-Hosted)?

In a self-hosted deployment, you act as both data controller and processor. Formaloo provides the software; you secure the infrastructure (servers, networks, backups) and configure compliance settings such as SSO/SAML, and audit logs according to your policies.

Does Formaloo offer Data Processing Addendum?

Yes, we offer Data Processing Addendum (DPA) for our enterprise customers that qualify us as the data controller under the GDPR. Our DPA contains contractual terms that meet GDPR requirements and that reflect our data privacy and security commitments to our clients.

Read about how to view or sign our DPA (Data Processing Agreement)

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