Forms2Docs is a document automation software that can simplify gathering information from customers, contract automation, and other legal document automation. Check out the videos below to see how the intuitive and clean UI provides a positive user experience, guiding users through selections, entries, and document-related activities.

Forms2Docs Document Automation Overview

Forms2Docs is a document configuration platform that provides mission critical document automation for small and midsize businesses.

We have an innovative way to create documents lightning fast, from anywhere, and achieve high-quality results. Non-subject-matter-experts are guided through the process by intelligent forms enabling them to generate sophisticated and accurate documents (contracts and agreements, proposals, specifications, inspection reports, and more) without the technical or legal expertise typically required. Documents are securely stored, shared, and managed from Forms2Docs

Document Configuration, simple as 1,2,3.

  1. Complete the Form
  2. Build the Document
  3. Take Action

Our customers are organizations in the SMB market who need three things:

  1. Capture customer information or product / service requirements
  2. Automatically configure documents based on this captured information
  3. Ability to edit, copy, share, and securely store the documents generated.

Document Automation on your smartphone

Are you able to configure a custom document from your smartphone in less than 5 minutes?

You can by using Forms2Docs rule-based document automation platform. Forms2Docs is responsive and mobile-ready. Documents that can be automated include contracts or agreements, proposals, specifications, inspection reports, and more.

You might not always want to use your smartphone to configure a document, but when you need document automation while you’re on the move, it’s good to know Forms2Docs has your back.

How we help Contractors

Contractors let’s up your game!  Are you still using 2-part paper forms on a clipboard for estimating and getting a customer signature? Let’s change that and win you more business!

Forms2Docs enables Contractors to automate the creation and eSignature of their proposals and contractors while at the job site from their mobile device.

Intelligent estimating forms include rules to ensure all the necessary information about the job is captured and the calculations are accurate (material, sq ft, hours, price, etc.).

Win more jobs by showing off your professionalism and sophistication while making it easier for your customers.

How we help attorneys and law firms

Law firms are paperwork intensive. The process of documenting transactions, agreements, board meeting minutes, decisions, judgments, etc. is mission critical and time-consuming without the right subject-matter-experts or automation.

The Forms2Docs document configuration platform enables attorneys and law firms to streamline their process of collecting client information and automating the creation of the resulting necessary documents.

Rules and logic within the intelligent forms and documents allow for non-subject-matter-experts to configure content-accurate documents. Firms can respond faster to clients by empowering clients to self-serve and/or enabling internal people to be more productive.

Simple example of Form AND Doc Rules

Rules are used in both the Form and the Document.

Form rules guide users through the process of completing the form, ensuring all the necessary information is captured and initiating the configuration of the Document.

Document rules automatically transform the information collected in the Form so the correct wording, sections, etc. are included in the right area of the configured Document.

Goodbye old-school, hello Document Configuration

Forms2Docs document configuration platform eliminates the time-consuming and error prone manual methods of creating documents.

Gone are the ‘old-school’ methods:

  • ‘Baseline’ Word or Google doc, save as a new file, fill in the blanks and keep or remove wording as instructed within margin comments
  • ‘Same as except’: start with a similar Word or Google doc, hope wording, terms and conditions, etc. are current, use ‘Find and Replace’ to swap old wording for new wording

With Forms2Docs, users simply fill out a Form and build a Document. No need to be a subject-matter-expert because rules guide users through the process.

Forms2Docs enables fast, accurate document configuration and contract automation for non-subject-matter-experts.

Before and After

Before using Forms2Docs rule-based document configuration platform, businesses are challenged with manual document creation, being resource dependent on their subject-matter-experts, and prone to making mistakes.

After implementing Forms2Docs, businesses can ensure accurate and higher quality documents, improve the efficiency and productivity of their internal teams, enable customers to self-serve, and increase customer satisfaction.

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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