Rules-Based Document Creation Platform

Document configuration platform

Forms2Docs provides mission critical automation for small businesses. Configure documents (proposals, agreements, inspections, reports, etc.) based on rules. Create documents in minutes from anywhere with our document configuration platform.
Forms2Docs is a rule-based document creation platform.
small business pain relief

Use Forms2Docs not brute force

Manual processes will suck the fun out of any business and burn out your team. Transform the way you configure and generate your most important, complex, and time-sensitive business documents by using our rule-based document configuration software.

Account firm uses Forms2Docs as their online tax organizer.
STEP 1 - rule based form

Users simply fill out an intelligent form and select the 'Build' button

Forms2Docs forms can include a variety of rules and logic that guide users through the process of configuring documents. This allows fast and accurate generation of your important business documents by a much broader group of users. Typical users of the document configuration platform include office staff, field personnel, and even your prospects and customers.

STEP 2 - Rule based Document Generation

Form selections and entries are converted to the perfect document

Forms2Docs allows your company to configure and generate documents such as proposals, contracts, and customer-facing reports in minutes instead of hours. You no longer have to rely on knowledgeable employees to manually produce these. During the setup of Forms2Docs, we identify what your targeted documents should look like. Then we determine the rules and logic necessary to dynamically configure and build each document based on user entries within the Form2Docs form.

Tax organizer document created by the Forms2Docs rule-based document creation platform.
Forms2Docs rule-based document creation screenshot
StEP 3 - document Actions

Easily share, edit, copy, and store documents created by Forms2Docs

All user selections captured in the Forms2Docs form and all documents created by our document configuration platform are automatically saved to the cloud. If users need to make changes to an existing document, it is as easy as selecting 'Edit' and modifying or re-configuring the Form2Docs form fields that need adjustment. Then select 'Build' to generate the new document version. When ready, users can share the document with others by emailing it directly from Forms2Docs.

How we help

Can our document configuration platform help your small business?

If you're a small business that can benefit from two or more of the six items below, you should contact us to discuss. We promise not to waste your time.

Create critical documents 90% faster

Save time, improve productivity, and do more with less by automating with Forms2Docs.

Reduce costly document errors by 75%

Configure important documents based on rules not an error prone "same as except" process.

Expand who can create documents

Enable others (field people, customers, ...) to configure complex documents without any help.

Turn around quotes & pricing 50% faster

Often the company that can turn around quotes and proposals the fastest, wins the most deals.

Electronically capture tribal knowledge

Don't risk losing important company, product, and pricing knowledge when employees leave.

Keep your business fun

Manual processes and unnecessary paperwork can suck the fun out of any business.


90-day brand guarantee

If you're not satisfied with Forms2Docs, you can cancel at any time and we'll refund you the past 90 days of our subscription fees.

“Our company needed an improved way for our clients to easily enter their annual tax information and automatically generate a multipage Tax Organizer document for our use. Forms2Docs has done this and more. Our clients are no longer frustrated with the cumbersome and non-web-based Excel spreadsheet we had been using. Ron and his team were terrific to work with!”
Dan Duncan, CPA, Tax Principal
CDH Corporation

View Product Details →

All customers get unlimited users. This allows you to extend to whomever you choose, internal users or your customers.

About the Company →

Forms2Docs is part of Paperwork Pros, Inc. based out of Oak Brook, IL, a suburb of Chicago.

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