Create workflows that run themselves

AI-powered workflow forms
MemoryForms
Client portals and dashboards
Smart docs and PDF workflows

Formaloo

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  • Lifetime access
  • Refundable up to 60 days
  • Covered by our We Got Your Back guarantee
AppSumo Select

Carefully selected by AppSumo for quality, performance, and support

Managing workflows across forms, surveys, and portals shouldn’t feel like duct-taping your business together. Luckily, Formaloo lets you build AI-powered workflow forms and client portals without writing any code.

TL;DR

  • checkmarkBuild AI-powered workflow forms, client portals, and dashboards—no code required
  • checkmarkAutomate data collection, approvals, and document workflows with MemoryForms and SmartDocs

At-a-glance

formaloo.com

Alternative to

DocuSign, Gravity Forms, SurveyMonkey

Integrations

ActiveCampaign, Google Sheets, HubSpot, Slack, Zapier

Best for

IT/security agencies, Marketing agencies, SaaS

Formaloo logo

Formaloo

Build AI-powered workflow forms and client portals to automate data collection, approvals, and e-signing

Power your team with AI workflow forms

  • Build forms that automate any business process
  • Apply AI logic and conditional calculations to analyze inputs and personalize questions
  • Generate real-time outputs like quotes, summaries, or custom AI responses
Power your team with AI workflow forms

Remember your audience with MemoryForms

  • Create forms that auto-fill from user profiles across sessions
  • Simplify the user experience and cut down on repetitive asks
  • Personalize form experiences automatically
  • Perfect for client onboarding, intakes, surveys, internal check-ins, registration, and lead gen
Remember your audience with MemoryForms

Create your own client portals

  • Turn forms and data into interactive portals and dashboards, code-free
  • Combine forms, charts, and tables to create internal tools, CRMs, or client hubs
  • Sync data in real time across your workspace
  • Control who has access to pages and data rows
Create your own client portals

Close deals fast with Smart Documents

  • Turn any submission into a ready-made document
  • Generate proposals, invoices, contracts, or certificates with branded PDF templates—no copy-pasting required
  • Easily add e-signatures and send files in a personalized, AI-generated email
Close deals fast with Smart Documents

Choose the plan that’s right for you

Feel secure in your purchase with AppSumo's 60 day money-back guarantee.

Refundable up to 60 days
Covered by our
We Got Your Back guarantee
Deal terms & conditions
Formaloo
See Formaloo
Founded September 1, 2020
🇨🇦Ontario, Canada
11-50
Expansion
Series A
Verified by PandaDoc

Formaloo is back and better than ever!

Hey Sumo-lings 👋

I want to deeply thank you all! More than 15,000+ of you are building on Formaloo now, and your feedback has directly shaped what we shipped next.

We were bombarded by requests to launch our new version — Formaloo 4.0 — and I’m happy to say: we’re doing a limited-time launch right now!

So, bad news first: we have a limited number of licenses available during Cyber Monday. Once they’re gone, the deal is over and will not be extended.

And the good news: Formaloo 4.0 is our biggest release ever — with 100+ new features & upgrades across forms, portals, workflows, and documents.

🧠 MemoryForms

Forms that remember your users! Stop asking people to re-type the same info you already have.

• Forms can require login before view/submit

• Central user profiles (custom fields = your own “CRM-like identity layer”)

• Magic link login (no passwords, no friction)

Perfect for multi-step applications, client portals, recurring surveys, and gated experiences.

📄 Formaloo Docs: Smart PDFs & Reusable Templates

Turn submissions into beautiful documents automatically.

• Generate custom PDFs from answers

• Add layouts + conditional sections

• Attach PDF templates to any form

Use it for contracts, certificates, proposals, quiz results, lab reports, grade sheets, and more.

✍️ Unlimited eSignatures

Send, sign, and store unlimited signed docs in your workspace — then automate what happens next with workflows.

✨ AI-Powered Features

Build better forms with Formaloo AI.

• Magic Questions: Suggests new questions based on your form’s title & content

• Magic Rewrite: Polishes how you ask questions

• Magic Email: Personalizes and enhances your custom notifications

🏢 Multi-Tenant + Multi-Team Management (Perfect for Agencies)

Manage departments, subsidiaries, or clients seamlessly:

• Separate workspaces per team/client

• Roles, sub-teams, departments + 15+ permission levels

• Agency-friendly SuperAdmin to manage all clients from one dashboard

🎟️ Reservation Fields (Availability / Capacity Limits)

Lock inventory and prevent double-booking for:

• Event tickets, time slots, limited offers, voting-style selections

🤖 AI-Powered Automation via n8n (Plus Zapier / Make / Pabbly / Albato)

Connect Formaloo to 1,000+ apps via n8n — especially great for AI workflows.

⚡ Editor + Logic Upgrades

• Drag & drop anywhere, right-click duplicate

• Multi-delete table rows

• Relational logic support (LinkedRows / User / Profile / Lookup fields)

• Cookie-less auth + stronger anti-spam for MemoryForms/Portals

🔁 Automations & Workflows (100% No-Code)

• Logic that can run on submission and on row updates

• Approval workflows (requests, reviews, internal ops)

• Let respondents update submissions securely

• Conditional notifications (Email / Slack / Webhook) + set-value rules

🔒 Portals & Collaboration

• Two-way client portals (users can view + optionally edit their own data)

• Fully white-labeled portals on your custom domain

• Custom user profile fields inside portals

📊 Data, Dashboards & Building Apps

• Kanban + Grid + Wizard UI (deep customization)

• Universal search, connected bases, tags, advanced filters/sorts, pinned apps

• One-question-at-a-time UI + improved chatbot performance/UI

🧮 Calculations, Logic & Form UX Upgrades

• Calculator 2.0 (multi-variable + logic)

• Formula field (live estimations, math functions)

• Answer piping, multiple success pages, partial submits + autosave

• Advanced fields: signature, regex validation, email verify, oEmbed, and more

• Acceptable/unacceptable answers + bulk choice insert

🌍 Branding, Localization & Tracking

• Unlimited custom domains + free SSL, custom metadata previews

• Custom email builder + templates

• Translation options + RTL + Google Fonts

• Custom CSS/JS (GA, pixels, chat widgets, etc.) + improved event listeners

• Improved HubSpot (deals + companies) and Google Sheets sync

🚀 Formaloo 4.0 is live now — for a limited time only.

Thank you for helping us build the most powerful no-code form, portal, and workflow platform yet.

Stay creative, stay Formaloo. 💜

Farokh
Co-founder & CEO

Questions & reviews

AskSumo

Formaloo has received positive feedback from customers, who appreciate its extensive features, user-friendly interface, and responsive customer support. The AI-powered workflow forms and client portals have been particularly well-received. While there have been some minor issues with platform speed and form-building usability, overall, Formaloo offers advanced form-building capabilities and is a solid choice for users. Additionally, the platform offers a 60-day money-back guarantee, making it worth trying out.

AI-powered summary of customer reviews