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Form automation software for increased efficiency & accuracy

Create, share, & manage forms with a single tool

Trusted by more than 3000 companies

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Government of Canada logo
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Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Salesforce logo
Cisco logo
Slack logo
Government of Canada logo
Government of Canada logo
Bettement logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo

Remove the paperwork with form automation software…

Move away from paper-based systems and digitize with Process Street's form automation software.

Eliminate waste
Paper forms are wasteful. Employ form automation software to eliminate paper waste and streamline your form-building processes.
Reduce costs
Paper forms are costly. Switch to form automation software and eliminate the mounting costs of paper, printing, and postage.
Streamline workflows
Paper forms take time. Use our pre-made templates and drag-and-drop editor to build and replicate automated forms in seconds.
Create consistency
Paper forms are inconsistent. Standardize form-building processes to create consistency in layout, structure, and content with Process Street's form automation software.
Be flexible
Paper forms are rigid. Form automation software allows you to edit, update, and improve past and present forms with a click of a button.
Elite logo
“We definitely love Process Street. Not only has it allowed us to save days in time, it's improved employee happiness and helped us to save over $1m in operating expense!”
Pam
Pam Levin
Innovation Manager, Elite Business Ventures Inc.

Create & complete forms electronically with Process Street's form automation software

Workflows

Create consistency with form automation software

Use the drag-and-drop editor to easily document and automate your form production processes. Create workflows to guide the user and produce forms that are consistent in structure, content, and layout.

Create consistency with form automation software
Add Approvals to forms to automate decision making
Approvals

Add Approvals to forms to automate decision making

Key decisions and documents can be assigned, rejected, and approved in seconds with Process Street's form automation software. Add Approval tasks to the forms you build and make sure nothing slips through the cracks.

Collaboration

Create & complete forms together with form automation software

Use our form automation software to create forms, add comments, set notifications, and assign tasks to team members. Use your automated forms as a single source of truth and a means for transparent communication.

Create & complete forms together with form automation software
Remove time-sapping tasks with form automation software
Integrations

Remove time-sapping tasks with form automation software

Use Zapier, Make.com, Power Automate, Webhooks, or API integration to connect your Process Street forms with thousands of other applications. Automate all your repetitive and manual tasks and relay information between tools with ease.

Forms

Add form fields to your automated forms to capture key data

Use Process Street’s form fields to capture and store required information in one place. Set-up form automation to transfer information from a given form field to other applications.

Add form fields to your automated forms to capture key data
Simplify complex forms with powerful if/then logic
Conditional logic

Simplify complex forms with powerful if/then logic

Use Conditional Logic to create a series of if/then scenarios. Dictate the direction you want your automated forms to go in by creating multiple scenarios, to suit all situations, within one form.

Reports

Track all automated forms with Reports

Process Street's form automation software allows you to keep track of every single one of your forms, via Reports. Oversee progress, spot issues, and take advantage of opportunities.

Track all automated forms with Reports
Discover form automation workflows
Remove form inaccuracies, inefficiencies, and manual paperwork.

Here's why teams love Process Street's
form automation software...

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
Salesforce logo
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

Check out what else you can use Process Street's form automation software for!

New client setup
Employee onboarding
Git wrkflow
Daily and weekly tasks
IT help desk support
Property management
SEO
Candidate screening
Invoice generation
Internal audit
More form automation workflows

Trusted by great people

Tech MD
"Process Street has been instrumental in helping us scale our organization. We have grown at least 100% since we started using Process Street."
Mindshare Collaborative
"Having Process Street in place allows us to produce consistent results for our clients. With consistent results, we can then continue to scale."
Mainline Autobody
"We use Process Street in many more areas than we thought we were going to use it. Especially for new employees, we use it as a training tool."
Got questions? Join our webinars to get the answers
Join in on the discussion at our monthly webinars which are hosted by a team of Process Street experts. Ask questions, get answers, and understand how to implement our plethora of form automation processes.

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How to Incorporate Security Best Practices Into Your Workflow
Using form fields, you can integrate cybersecurity into everyday business practices. Simply document & work through daily, weekly, and monthly security tasks.
The Ultimate ISO 9001 Guide (Plus Free Templates!)
Read this to understand how you can use form automation software, like Process Street, to apply ISO 9001 requirements to your quality management systems.
How to Perfect Your Sales Onboarding Processes
Poor employee onboarding leads to major problems, especially if you're in sales. Learn how to onboard employees and also make use of our 11 free onboarding templates!
Dive into our blog

Video library

Browse through our always-growing video library to learn how to take your Process Street workflows to the next level.

Product demo
Watch this demo and find out how to use Process Street to build effective client onboarding processes.
Approvals
Keep on top of all key client onboarding decisions by adding Approval tasks to your onboarding workflows.
Conditional logic
Don't build thousands of templates to fit each of your client profiles. Build one with Conditional Logic.
Creating & editing templates
Start from scratch and learn how to create and edit effective client onboarding templates.
Templates vs checklists
Create core client onboarding templates and then run individual checklists from these templates.
Stop tasks
Make sure your team are completing client onboarding tasks in the right order with Stop tasks.
See all our videos

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