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Seamless Formatta Conversion: Explore Your Options and Competitors

If you’re looking for an alternative to Formatta, our e-forms management solutions replace paper processes with streamlined, digital workflows. With easy-to-use tools, seamless integration, and automation, we help improve productivity, accuracy, and compliance across your organization.

Our e-forms solutions rival Formatta by delivering all the essential benefits—such as secure digital signatures, dynamic data collection, and automated archiving—while offering enhanced flexibility and scalability to adapt as your business grows. Whether you need to manage forms across departments or extend access to partners and customers, our platform provides customizable workflows and mobile capabilities to support your evolving needs. Designed to integrate effortlessly with enterprise content management (ECM) systems, ERP platforms, and databases, our solution helps you simplify operations and maintain efficiency at every step.

Transform Paper-Based Processes into Digital Workflows

Our e-forms management software provides everything you need to replace outdated paper forms with dynamic, digital processes. Whether you need to design new e-forms or convert existing ones, we’ve got the tools to make it happen quickly and seamlessly.

  • Simplify Form Creation and Conversion: Easily convert paper forms while retaining structure and logic.
  • Capture Data Accurately: Collect complete and validated information on the first try.
  • Extend Form Access Across Systems: Provide access to forms enterprise-wide or share them with partners and customers.
  • Ensure Compliance: Manage government-mandated forms, such as I-9s and W-4s, with confidence.
  • Seamless Integrations: Automate data updates across ERP, HR, and content management systems.

Flexible Form Design Without the Headaches

Our solutions feature a WYSIWYG form designer that makes creating or modifying forms fast and easy. You can import existing PDFs, drag-and-drop fields, and retain built-in business logic — without requiring extensive development resources.

Need help? Our experienced design team can assist with form creation, including compliance-specific documents like I-9s.

  • Rapid Form Creation: Design new forms in hours, not weeks.
  • Efficient Conversion: Retain original structure and logic when converting paper forms.
  • Collaborate Easily: Enable dynamic data capture to update business systems in real-time.

Effortless Publishing and Secure Management

Once forms are ready, publish them securely to web portals, intranets, or mobile platforms. Our management system provides user-friendly features to ensure smooth operation and governance.

  • Self-Service Portal: Offer a searchable library of forms to authorized users.
  • Automated Publishing Logic: Set forms to expire or renew on a schedule.
  • Version Control: Guarantee users always work with the latest form.
  • Enhanced Security: Leverage industry-standard encryption and authentication protocols.

Complete, Submit, and Authenticate with Ease

Our e-forms software offers secure online and offline functionality. Users can complete forms offline, and submissions sync automatically when back online. Plus, our solutions support PKI-based digital signatures for compliance and security.

  • Seamless User Experience: Forms resemble familiar paper versions, encouraging quick adoption.
  • Secure Signatures: Use PKI-based encryption and third-party certificate validation.
  • Convenient Authentication: Support LDAP, Active Directory, and other protocols.
  • Offline Functionality: Save forms locally and submit them when reconnected.

Intelligent Workflow Automation

Our platform integrates with existing business systems to trigger automated workflows, eliminating manual steps. Notifications keep tasks moving by alerting users when forms need their input or approval.

  • Automated Alerts: Notify users when a form is ready or requires action.
  • Data Sharing: Push form data to ERP, HR, or other business systems.
  • Collaborative Workflow: Enable smooth task transitions between departments.

Capture and Share Data Across Systems

Our solutions maximize the value of your data by integrating with content and document management systems, ERP platforms, and databases. Data captured through forms can be indexed and archived automatically.

  • Automated Data Updates: Keep your systems up-to-date without manual input.
  • Seamless Integration: Send data directly to external applications and databases.
  • Content Management: Archive form images and records in a secure repository.

Seamless Integration with Your Business Systems

Our solutions integrate with a wide range of systems, including ERP, ECM, databases, and HR platforms. Whether you need to pull data into a form or update systems after submission, we offer secure, two-way integration.

  • Data Consistency: Pull data from external systems and push updates back automatically.
  • Integrated Self-Service Portals: Provide employees with direct access to forms via your HR portal.
  • Real-Time Updates: Ensure changes are reflected instantly across systems.

Why Choose Our Solutions?

While Formatta offers valuable features, our solutions provide even greater flexibility and tailored support to meet your organization’s specific needs. We focus on:

  • Streamlined Form Creation: Design new forms or convert existing ones without hassle.
  • End-to-End Workflow Automation: Reduce manual steps with seamless integrations.
  • Compliance and Security: Stay compliant with industry mandates and secure your data.
  • Mobile and Remote Access: Keep your processes running anytime, anywhere.
  • Scalable Solutions: Adapt to your organization’s growth and changing needs.

Your Paperless Future Starts Here

If you’re looking to move beyond Formatta, we offer powerful alternatives that bring enhanced functionality, better support, and seamless integration with your existing systems.

Make the switch today — transform your processes with our e-forms management solutions and unlock the full potential of your digital transformation.

“The CDM team has been exceptional. They completed the work faster and cheaper than we could have, and have always accommodated our needs. It is a pleasure working with them.”

Richard Ajimati – SUNY Downstate Medical Center

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