Generate & Manage Forms Easily for Enhanced Operation
EZforms simplifies form management. You can easily create, edit, share, sign, and organize forms, all in one place. With automated workflows, your team works more efficiently than ever.
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Create personalized forms that align with your brand in just minutes. From drafting to sending, every step is optimized to save time and eliminate unnecessary complexities, ensuring a seamless experience from start to finish.
Create
Easily drag and drop design elements (e.g., signatures, company logos) for intuitive and efficient form design.
Branding
Offers customizable templates and design themes to ensure every form aligns with your brand’s visual style and tone.
Automation
Automate form workflows and integrate with applications such as CRM and e-signatures to eliminate repetitive tasks and ensure seamless data flow, letting your team focus on what matters most.
Experience
Deliver a clear, consistent, and interactive form design, making it easy for recipients to navigate and complete, thereby boosting overall customer satisfaction.
Data Collection
When using online form, data is securely collected with features like spam filtering, authentication, virus scanning, and encryption, ensuring compliance and protecting customer information.
Customization
Design custom workflows easily without coding, from data collection to process steps, ensuring the solution fits your institution's specific needs.
E-Signature
Collecting e-signatures can be quick, secure, and legally binding. Whether on the go or using any device, signing forms is simple, ensuring legal validity with no unnecessary steps.
Insights
Track your form workflows in real-time to identify inefficiencies, gain insights, and make data-driven decisions to improve performance.
Collecting e-signatures can be quick, secure,and legally binding. Whether on the go or using any device, signing documents is simple, ensuring legal validity with no unnecessary steps.
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Stay on top of your document workflows with real-time tracking and detailed reporting. By monitoring key metrics, you can pinpoint inefficiencies, gain actionable insights, and make smarter decisions that drive continuous improvement and boost your business performance.
Our solution automates KYC and KYB checks, ensuring security and compliance while simplifying form management at every step.
Automate KYC and KYB checks with advanced tools such as facial detection and risk scoring, speeding up account opening while ensuring accuracy and security.
Effortlessly meet global regulations with built-in tools for OFAC, FinCEN, PEP checks, and form verification, enabling smooth international expansion.
Build powerful, interactive forms with drag-and-drop elements like file uploads, e-signatures, conditional logic, and more.
Data Prefill
Automatically fills in form fields using existing data (e.g., contact or account info) retrieved from a connected CRM or user profile, reducing manual entry and improving accuracy.
Smart Field Display
Dynamically show or hide fields based on user input or selections, creating a personalized and streamlined form experience.
Document Attachment
Allows users to attach documents (e.g., IDs, proofs, contracts) directly within the form interface for secure submission and processing.
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E-Signature (Esign)
Provides the ability for users to electronically sign documents or agreements directly within the form, ensuring legal compliance and ease of execution.
Real-Time Photo Capture
Enables users to take and upload a real-time photo using their device camera, useful for identity verification or documentation purposes.
Facial Liveness Detection
Detects whether a live person is in front of the camera rather than a photo or video, enhancing fraud prevention during identity verification.
AI Demographic Recognition
Uses AI to estimate a user's age and gender based on a facial image, supporting demographic analysis or pre-qualification processes.
Address Information Associative Input
Suggests and auto-fills address fields based on partial input, using postal or mapping services, to ensure accuracy and consistency.
Bank Connect & Transfer
Integrates with banking APIs to enable users to securely connect their bank account and perform direct fund transfers within the form.
Explore real-world workflows powered by smart forms.
Personalized Proposals for Quick Client Engagement
Sales teams use the system to quickly generate personalized proposals. It auto fills relevant information, allowing them to focus on content strategy. This simplifies creation, accelerates negotiations, and promotes successful collaborations.
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Automated Forms for Enhanced Accuracy in Data Collection
HR teams can auto generate forms for onboarding/registration on the form management platform while tracking data collection. The system ensures form accuracy and timely completion, avoiding omissions and enhancing data collection efficiency.
Customizable Multi-Form Workflows for Streamlined Onboarding
Banks can customize account opening by automating personal details, form verification, and e-signatures within a single web form. This ensures a smooth, efficient, and compliant onboarding experience with minimal manual tasks.
Build loan application forms with ease
A credit union can create a web-based loan application form to collect essential member information - like employment details, income, and loan purpose - while automating document uploads and e-signature collection to streamline the approval process.
Streamlined Order Form Management for Efficient Sales Operations
Sales teams can create and manage order forms, integrating product details, pricing, and customer preferences. The system automates order tracking, reducing manual errors and speeding up fulfillment, enhancing operational efficiency and improving customer experience.
Efficient Digital Account Opening for Increased Customer Retention
Banks can streamline account opening with our solution, offering secure, user-friendly online forms. Automated data collection, verification, and storage ensure security and speed, reducing abandonment rates and simplifying the process.
Automated Approval Workflows for Accelerated Decision-Making
Marketing teams can speed up form approvals and signings via automated approval workflows. The system distributes requests, tracks revisions, reduces manual caused delays/errors, improves transparency, and lets teams focus on core tasks to boost efficiency.
Sign Forms Anytime, Anywhere
Consultants can share forms for clients' digital signatures, no need for printing or scanning. This streamlined process boosts communication efficiency, speeds up contract completion, and increases convenience for both.
Schedule a demo with our expert to discover how our solution can streamline your form workflows.
No Commitment, Just an Opportunity
Offer Setups That are Uniquely Yours
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