A powerful no-code platform
that automates the steps to move your work forward

  1. Build effortless online forms as unique as your process.
  2. Collect consistent data from your customers and employees.
  3. Take action at the right time with simple automatic notifications.
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  1. Signatures
  2. Payment
  3. Generated Docs
  4. Workflow
  5. Data
  6. Approvals
  1. Cognito Forms online form builder with a signature field added to the bottom of a contract form. The form displays contract details with a checkbox stating I agree to these terms directly above a signature field. The signature field settings are adjusted to allow both Draw and Type options for signing. Options Always Show This Field and Always Require This Field are selected, indicating the signature field is mandatory and always visible, with other conditional settings options available but not selected.Text-generated signature added to online contact form on a mobile phone. I agree to these terms is checked above the signature box with an orange submit button below. Cognito Forms online form builder with a signature field added to the bottom of a contract form. The form displays contract details with a checkbox stating I agree to these terms directly above a signature field. The signature field settings are adjusted to allow both Draw and Type options for signing. Options Always Show This Field and Always Require This Field are selected, indicating the signature field is mandatory and always visible, with other conditional settings options available but not selected.
    Capture legally binding signatures.
  2. Cognito Forms online form builder with a payment field added to an order form. The option to Always process payment is selected, when, and never are the other options. There is an option to allow customers to keep their cards on file.Accept payments on your form pop-up modal when setting up payment settings on the Cognito Forms online form builder. The payment options include PayPal with Venmo, Stripe with Google Pay and Apple Pay, and Square point of sale.The checkout process on an online form on a phone with pay with the card selected; Google Pay and Apple Pay are other options. Checkout details include product price, subtotal, and amount due. Cognito Forms online form builder with a payment field added to an order form. The option to Always process payment is selected, when, and never are the other options. There is an option to allow customers to keep their cards on file.
  3. Cognito Forms online form builder setting up document generation on a purchase order form. The workflow action settings panel with a custom confirmation message to include a document.Receipt PDF generated from an online purchase order form. Includes company contact information, billing information, purchase details, and payment details. Document Generated export options include Microsoft Word or Adobe PDF.
    Automatically generate and send documents.
  4. Cognito Forms Workflow flow chart of a service business and how they process a service request. The customer submits a request, and the status changes to Service Requested. Service Coordinator Schedules Service and status changes to Scheduled. The Service Provider Performs the Service, and the status changes to Complete.Edit Status pop-up modal sets status changes when actions are performed. The status name is complete, and the dropdown color option is set to green. Automatically Assign Status is conditionally set to When.Edit Role pop-up modal sets what role is notified to take action after an action is performed. The Role Name is Service Provider, Role Type is Other. Anyone with Admin or Editor permissions have full access and Jessica Jones is assigned limited access. Cognito Forms Workflow flow chart of a service business and how they process a service request. The customer submits a request, and the status changes to Service Requested. Service Coordinator Schedules Service and status changes to Scheduled. The Service Provider Performs the Service, and the status changes to Complete.
  5. Cognito Forms online form builder entries list of a Timesheet online form. Entries show the Entry Status of approved, pending, and incomplete. Entries show filled-out form data, including Employee Role, Name, time Period, PTO Hours, Work hours, and Total Hours. The All Timesheets view is selected, other saved views are Pending Timesheets, Team Timesheets, and My Timesheets. View options include Grid View and Form View.Share Entry pop up modal sets unique entries views and give access to view entries. Manager Link Type is in the dropdown and set to never expire. It’s set to share with a Specific Person. This form is currently Shared With Mike Johnson as Manager Role, Jane Schmidt Public Role, and Emily Williams Internal Role. Cognito Forms online form builder entries list of a Timesheet online form. Entries show the Entry Status of approved, pending, and incomplete. Entries show filled-out form data, including Employee Role, Name, time Period, PTO Hours, Work hours, and Total Hours. The All Timesheets view is selected, other saved views are Pending Timesheets, Team Timesheets, and My Timesheets. View options include Grid View and Form View.
    View the right data for each role.
    Import, export, and share data.
  6. Timesheet online form on the Entries page of Cognito Forms online form builder. The timesheet form shows the account worked on the category of work being done and allows for time addition Monday through Sunday. A repeating section button to Add Time will add an additional data collection line.Email message on a mobile phone with a Workflow link button for the manager to approve the timesheet of the employee. Timesheet online form on the Entries page of Cognito Forms online form builder. The timesheet form shows the account worked on the category of work being done and allows for time addition Monday through Sunday. A repeating section button to Add Time will add an additional data collection line.
    Employee submits timesheet.
    Manager approves timesheet.

Increase productivity

Move the work forward at lightning speed and unbelievable accuracy.

90%

90% are able to act quicker on incoming data/forms.

8

8 hours saved each week.

80%

80% have more accurate, consistent, and complete data.

The ultimate tool for every team

When off-the-shelf software doesn't suit your needs, customize Cognito Forms to be a perfect fit for your team.

Human resource manager shaking hands with an applicantMarketer working on a laptopSales man talking with his handsInformation technologist working remotely from a laptopProject manager working on a computer with coffee

Having consistent and complete employee data allows you to serve your workforce and provide talent management.

Focus on relationships, not moving paperwork along.

  • Streamline your hiring workflow.
  • Automate employee onboarding.
  • Increase employee engagement.
  • Simplify performance evaluations.
HR Templates Get Started

Automate with Workflow

Power your business processes so you can work more efficiently.

Whether there are one or one thousand entries daily, acting on that data is vital to business function. Workflow with Cognito Forms engages the right people at the right time.

User Roles
Internal and external ‘User Roles’ identify the people involved in your processes.
Status + Action
Display the data that is necessary for each status. Allow specific roles to perform an action and move the status along.
Notifications
Email notifications keep your customers and team in the loop as the status changes. Automatic customized links prompt users to take action or review data.
Tasks
Notify your team of a required action. As the status changes, if there is an action needed, a task is automatically assigned.

See what others are saying

Simple enough
for quick setup,
customizable
for power users

  • Repeating Sections
  • Data Lookups
  • Calculations
  • Integrations
  • Conditional Logic
  • Custom Themes
Manager discussing business with his team

Accurate and actionable data, every time

Struggling with incomplete, outdated, or inconsistent data?

Don’t wait for the budget, developers, or IT to develop a custom solution. Take charge and build a no-code solution that is as unique as your processes and harness the flow of information.

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Security

  • Single Sign-On
  • Two Factor Authentication
  • Data Encryption & Privacy

Support

  • Helpful and skilled support answers every ticket

Compliance

  • GDPR
  • HIPAA
  • CCPA

Solutions as unique as your work

Build powerful online forms and customize workflows for your unique team and customers.

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Integration with the apps you already use.

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