Form builder + approval workflow software

The form builder for approvals, portals, and team workflows

Build branded forms, automate approval workflows, collect signatures, generate PDFs, and give customers or staff a secure portal to track everything in one place.

Trusted by amazing teams at

Platform

Automating processes made easy breezy 🍃

What is Formaloo? Formaloo is a form builder and approval workflow platform for teams. It combines online forms, approvals, portals, dashboards, PDFs, signatures, and workflow automation in one system. Teams use Formaloo for healthcare, operations, HR, agencies, education, and internal business processes.

Approval workflow automation

Build multi-step review chains visually. Route requests by form data, assign approvers per department, set escalation rules, and trigger automated actions on every status change.

✓ Sequential, parallel & conditional routing

✓ Automated email & Slack notifications

✓ SLA tracking and escalation

AI-powered form builder

Describe what you need in plain English and Formaloo AI generates a fully functional form with conditional logic, field validation, and layout, ready in seconds.

✓ AI field suggestions & personalized messaging

✓ Conditional logic & smart branching

✓ Multi-step forms with progress tracking

E-signatures & PDF generation

Collect legally-binding signatures inside any form. Auto-generate customized PDFs such as agreements, quotes, and certificates the moment a submission is received or whenever you want.

✓ AI field suggestions & personalized messaging

✓ Conditional logic & smart branching

✓ Multi-step forms with progress tracking

Client & employee portals

Build branded self-service portals where clients, patients, or employees log in to submit requests, track progress, and access their own data with granular access controls.

✓ 100% white-label branding

✓ Granular role-based permissions

✓ Secure data views per user

Real-time dashboards

Turn form submissions into live operational dashboards. Filter, segment, and visualize team performance, approval rates, and pipeline status without exporting to a spreadsheet.

✓ Drag-and-drop dashboard builder

✓ Track data live, no exports needed

✓ Shareable views for stakeholders

On-premise & self-hosted

Most suitable for businesses with strict data sovereignty requirements. Formaloo's on-premise solution deploys Formaloo entirely on your own infrastructure. Zero cloud dependencies.

✓ Deploy on your servers or dedicated cloud

✓ Complete data ownership & residency control

✓ Custom security configurations & audit logs

Industries

Built for teams that need control and flexibility

Formaloo works especially well in industries where forms are only the beginning, and where approvals, access control, dashboards, and ongoing user interaction matter just as much.

Customer Stories

Teams that replaced multiple tools with Formaloo

Formaloo is used across healthcare, enterprise operations, onboarding, approvals, and portal-based workflows by 35,000+ teams worldwide.

Education · Multi-Region
3-7x
fewer emails per workflow
100%
cross-team adoption rate

“From CRMs to teacher evaluations, internal workflows, and website forms, Formaloo has truly been a game changer for our team. Each Formaloo workflow saves us 3–7 emails per engagement.”

ACCS Concordis
Healthcare · UK
75%
Reduction in patient intake time
100%
HIPAA audit compliance

“After a thorough market evaluation, we chose Formaloo, and the results have been nothing short of impressive. Formaloo has been a reliable & user-friendly solution for our form management needs.”

City & County Healthcare Group
Global IT Services · 8 Countries
70%
less time on admin intake
8
country offices unified

“Formaloo has folder-level access management, allowing us to share relevant data with the right person at the right time across our distributed teams. It completely replaced our manual intake process.”

Ranosys Technologies
Platform Scale

The enterprise form builder that scales with your global organization

Formaloo powers the operational backbone of thousands of distributed enterprises across every major market. These are the numbers that reflect that trust.

35K+
Teams worldwide
100+
Countries
4.7 ⭐
Based on 1,000+ review
1,800%
Average reported ROI
Formaloo awards on G2, Capterra and GetApp
Why Formaloo

Automating processes made easy breezy 🍃

What is Formaloo? Formaloo is a form builder and approval workflow platform for teams. It combines online forms, approvals, portals, dashboards, PDFs, signatures, and workflow automation in one system.

01

From submission to action

Formaloo does not stop at data collection. It helps your team review requests, move work forward, and automate what happens next.

02

Automatic approvals

Route requests through managers, departments, statuses, and signatures without relying on scattered emails, spreadsheets, or disconnected tools.

03

Portals your users love

Give customers, patients, students, partners, or employees a secure place to log in, see their own data, and complete the next step.

04

Operational views, not exported chaos

Turn submissions into tables, charts, dashboards, and Kanban boards so your team can manage live work instead of exporting everything into spreadsheets.

05

Simple to start, powerful to grow

Start with one form or workflow, then expand into approvals, portals, dashboards, integrations, and enterprise controls as your team grows.

06

One system instead of five

Replace the patchwork of form builders, spreadsheets, portal tools, approval processes, and document tools with one connected platform.

Customer story · TechPlast Engineering GmbH

“I like how easily Formaloo lets us build custom, industry-specific forms and workflows without any technical development. It’s flexible enough to handle customer technical intake forms, supplier audits, and production checklists while keeping data organized and compliant. The automation saves our team countless hours on manual data entry and follow-ups, maintaining efficiency in our operations. I really appreciate how stable and reliable the platform is, even with heavy daily use in our manufacturing environment.”

Pamela Foltz
Managing Director, TechPlast Engineering GmbH

From form submission to final approval in minutes, not days

Formaloo's approval engine connects every step — intake, review, sign-off, and delivery — into a single automated workflow your team actually uses.

HR

Approve leave requests with drag & drop

Notify your employees via email or by a Slack message once their leave request is approved or rejected. Drag & drop to change the status of an application, save time with an easy-to-use approval dashboard, and automate acceptance and rejection notifications.

Approve leave requests with drag & drop

Healthcare

Streamline appointment scheduling

Manage medical supply requests, appointment bookings, and more—automatically routed to the right team members for approval. Send the signed PDF to your team and the patient, keep data HIPAA compliant, and host everything on your own servers if you need to.

Streamline appointment scheduling

Finance

Track multi-level budget approvals in one place

Make sure relevant teams review the submission at the right time, notify employees by email or Slack once a request is approved or rejected, keep your brand with white-label, and host all data on your servers with on-premise.

Track multi-level budget approvals in one place

Support

Improve your customer support

Ensure every support ticket is tracked and handled. Automatically turn submissions into tasks and notify the right IT specialist, email users as soon as a bug is fixed, and send a Slack message when the update is released.

Improve your customer support

Visibility

See exactly where every request stands

The logic map does not just automate your approval chain, it makes the whole thing visible. See which approver a request is waiting on, every notification firing at each stage, and give managers the same view of the chain.

See exactly where every request stands
Approve leave requests with drag & drop
Streamline appointment scheduling
Track multi-level budget approvals in one place
Improve your customer support
See exactly where every request stands
Templates

Get started with a template!

Save time and effort by using our expertly crafted templates. Customize it, add your questions and start gathering valuable data.

Time-off request form template

Template 01

Time-off request form

Speed up time-off request reviews and approvals. Track the process on Kanban boards.

Use template →
Document sign-off template

Template 02

Document sign-off

Automates reviewing, approving, and signing documents.

Use template →
HR requests template

Template 03

HR Requests

Efficiently manage various types of requests, from leave applications to equipment needs, while maintaining a clear and organized workflow.

Use template →
Approval template

Template 04

Ticketing system

Whether you’re running a helpdesk or managing internal IT requests, this ticketing system simplifies the process, making your team more productive and your customers happier.

Use template →
Approval template

Template 05

Budget approval workflow

Streamline your financial workflow by enabling employees to submit budget requests and managers to review and approve them efficiently.

Use template →
Approval template

Template 06

Design approval workflow

Template helps teams collaborate efficiently, track feedback, and approve designs with ease.

Use template →
Reviews

Hear directly from our customers:

“Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.”

Munib Alahmadi
Data Analyst, Javalogix

“There are many many things that can be done with Formaloo. I like the idea of not be limited to something in specific. It helps me to make developments with no code.”

Felix Rios
Purchasing Lead, Surfaces

“Formaloo is a super flexible survey/app building tool that allows the easy creation of apps. In fact, what I like most are the templates - they really showed me new ways of how to make use of type of software!”

Dominik Froehlich
Senior Lecturer, University of Vienna

“What I like the most about Formaloo is that you can make custom forms. Formaloo is great for making forms and surveys and managing the collected data.”

Domingo Puerto Gomez
Marketing & advertising, Fercave Advisors

“Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.”

Erik Wolf
Founder of the Culinary Travel Trade Industry

“Formaloo is a great form & survey builder for agencies as each client can be given permissions/access for each individual form. Also, each form can have it's own CNAME! No other form builder that I know of has this feature. Not only that, but they have all the features I would expect from a form builder.”

Calvin Sue
Researcher, Himalive

“Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it to survey my clients, to better understand them.”

Jerry J O Brien
VP of Strategic Alliances, Sonra

“Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.”

Elma Pena
Co-founder, The Nontech Techie

“Formaloo is versatile in the ways it can be used. From a simple contact form all the way to an app with multiple results that interacts with other software in your business. It's easy to use and has a very quick way to get your forms and apps built. Many of the apps I created took under a day to build.”

Maarten van Rijn
Partner & Digital Marketing Expert, Simply Enak

“Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients”

Eni Lea H.
Director of Marketing, Bolt

“I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients”

Hermes L.
Barfoot & Thompson

“Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.”

Fred-Erik Piirmaa
Revolutionizing recruitment

“It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.”

Alex Wong C.
Regional Business Manager, JLL
FAQ

FAQs

Read the answers to the most frequently asked questions about Formaloo approval workflows

What is Formaloo?
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Is Formaloo just a form builder?
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How is Formaloo different from other form builders?
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How does approval workflow automation work in Formaloo?
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Can Formaloo automate approval workflows?
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Can Formaloo generate PDFs and collect signatures?
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Can I build a client or employee portal with Formaloo?
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Is Formaloo suitable for healthcare workflows?
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Can I customize email notifications with my own SMTP settings?
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How does approval workflow automation improve efficiency?
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Is my data secure with Formaloo’s approval workflows?
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Can I use Formaloo without technical knowledge?
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What tools does Formaloo integrate with?
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Is there a free plan and what does enterprise pricing look like?
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Does Formaloo support on-premise deployment?
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Is Formaloo good for small and medium teams?
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Can enterprise teams use Formaloo?
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Stop collecting forms in one tool and managing the work somewhere else

Build the form. Route the approval. Send the PDF. Collect the signature. Update the dashboard. Give people a portal to track everything.