Formaloo is unclaimed —

Formaloo

From forms and intake to AI analysis and automated action.·formaloo.com

Formaloo is a no-code platform for building forms, client portals, approval workflows, custom PDFs, dashboards, and AI-powered tools within a single system. It lets teams move from an intake form to a signed document, approval, portal, and real-time dashboard without switching tools. The platform includes a relational database, e-signatures, workflow automation, and enterprise controls such as SSO and role-based access, and can be deployed in the cloud or self-hosted on a customer's own infrastructure.

What it's for

Patient intake and consent formsClient onboarding and briefsApproval workflows with e-signatureHR onboarding and offer lettersEvent registration and bookingsLead generation and lead enrichmentNPS and customer satisfaction surveysQuiz and assessment creationCustom CRM built from form dataChatbot creation from conversational formsAutomated contract, invoice, and certificate PDF generationMulti-location reporting dashboards

Features 20

100% white-label branding removal
AI generator builder for custom AI tools
AI-generated forms from a text description
Approval workflows with multi-stage routing and e-signature
Calculator builder with variable-based logic
Chatbot builder using conversational one-question-at-a-time forms
Client and team portals with password protection and custom domains
Custom branded email templates triggered by form logic
Custom CRM built from form response data
Custom PDF builder with answer piping (@field_id variables)
E-signatures on forms and documents
Form builder with conditional logic and multi-step layouts
Lead enrichment (auto-append company/contact data)
Payment collection with 0% commission
Quiz maker with scoring and certificate generation
Real-time dashboard builder (charts, tables, data blocks)
Role-based access control with granular permission levels
Self-hosted / on-premise deployment option
SSO/SAML 2.0 and SCIM provisioning
Survey maker with NPS, CSAT, rating, and matrix fields

At a glance

free tierself-hostableAPI

TypeWeb app

DeploymentHybrid

PlatformsWeb

LanguagesEnglish, French

ForHealthcare, Agencies, Food & hospitality, Education, HR & people, Operations, Remote teams, Events, Startups, Enterprise, E-commerce, Non-profits

CompanyFormaloo Solutions Inc.

Integrations

ZapierMaken8nGoogle SheetsOutlookSlackHubSpotSalesforceStripeAirtableDropboxMondayNotionGoogle CalendarMailchimpAsanaJiraGoogle DriveActiveCampaignCalendlyIntercomPayPalUnsplash

Complianceself-reported

HIPAAGDPRCCPAPCI DSSFERPA

Resources

Pricing

Enterprise pricing is quote-based (request a demo). Paid plans start at $19/month; exact tier breakdown is not shown.

FreeFree

Unlimited form submissions, Unlimited forms

Unlimited form submissions and unlimited forms — free forever

Paid plans$19/mo

Paid plans start at $19/month; specific tier names and inclusions are not published.