What doForms, Inc. does

doForms, Inc. is a privately held SaaS company that provides a cloud-based mobile forms and workflow management platform for field-based data collection. The platform enables organizations to build custom digital forms using 30+ drag-and-drop components, capture data offline on iOS and Android devices, and route submissions directly into enterprise back-office systems including Salesforce, QuickBooks, SharePoint, Oracle, and SQL Server via its Sync & Save gateway. The company serves customers across multiple verticals with particular depth in healthcare — offering HIPAA-compliant form templates and dedicated pricing tiers for home healthcare, mental health, hospice, dental, physical therapy, behavioral health, substance abuse rehabilitation, pediatric care, and physician practices — alongside field services, commercial real estate, manufacturing, and government deployments.

The product is hosted on Google Cloud Platform, inheriting certifications including ISO 27001, ISO 27017, ISO 27018, ISO 27701, SOC 1, SOC 2 Type II, FedRAMP Moderate, FISMA, PCI-DSS, and CSA-STAR, along with a HIPAA Business Associate Agreement. Core capabilities include real-time job dispatch, GPS tracking with start/stop detection, barcode and NFC scanning, electronic signatures, automated PDF report generation, multilingual forms, and bidirectional data sync. The WorkFORCE by doForms enhancement layer adds custom menu building, live-data dashboards, and a view wizard on top of the core forms engine. Native mobile apps are distributed through the iOS App Store and Google Play, and the app is certified for Zebra Technologies rugged Android devices (TC20/TC25, TC51/TC56, TC70/TC75).

doForms generates revenue primarily through per-seat SaaS subscriptions across Standard ($9.95/license/month), Advanced ($14.95/license/month), and Premium ($19.95/license/month) tiers, with annual billing offering approximately 17% savings. Healthcare-specific bundles are priced by user count (Starter 25, Pro 100, Premium 250, Enterprise 500 users). Additional revenue streams include usage-based add-ons, marketplace connectors (e.g., SharePoint connector at $499/year), and professional services through the 'Let Us Do It For You' custom implementation offering. The go-to-market combines a product-led 30-day free trial with self-serve onboarding, direct enterprise field sales, and a certified reseller network targeting customers such as PacifiCorp, Ericsson, JLL, BAYADA, Alcoa, Little Caesars, MEADE, and the CDC.

Name

doForms, Inc.

Legal name

doForms, Inc.

Website

https://doforms.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

doForms is a SaaS mobile forms and workflow platform enabling offline field data collection on iOS and Android, with deep enterprise integrations and a dedicated HIPAA-compliant healthcare vertical spanning home health, hospice, dental, mental health, and related specialties.

Ownership category

akta.pro rank

Product category

Mobile Forms Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)

akta.pro secondary industries

Patient Intake, Registration & Digital Forms (HLACADAD), Patient Intake, Digital Registration & eForms (HLACAEAF)

Keywords

• Mobile forms software
• Field data collection
• Workflow automation platform
• Digital form builder
• Mobile data platform

Headquarters

HQ city

Cranford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription Licenses: Core revenue stream from monthly or annual subscription licenses sold per user or per form. Tiered pricing (Standard, Advanced, Premium) with increasing functionality. Annual billing provides ~17% discount vs monthly. Healthcare-specific tiers include Starter (25 users), Pro (100 users), Premium (250 users), and Enterprise (500 users).
2. Usage-Based Add-Ons: Additional revenue from usage-based features such as additional form submissions beyond plan limits, premium integrations, and enhanced analytics or reporting capabilities.
3. Marketplace Add-Ons: Revenue from marketplace integrations and premium connectors providing extended functionality for specific enterprise systems or specialized workflows.
4. Professional Services: Custom form development, implementation services, training, and ongoing technical support services for enterprise customers requiring custom configurations or integrations.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels9 records

Core offering

doForms is a cloud-based mobile forms and workflow management SaaS platform that enables organizations to build custom digital forms via a drag-and-drop builder, collect field data on iOS and Android devices with offline-first capability, and automatically sync submissions to enterprise back-office systems such as Salesforce, QuickBooks, SharePoint, Oracle, and SQL Server. The platform is enhanced by the WorkFORCE layer (custom menus, live dashboards, view wizard), the doForms Marketplace of premium connectors, and a suite of HIPAA-compliant healthcare vertical solutions serving home health, mental health, hospice, dental, physical therapy, physician practices, substance abuse, pediatric, and behavioral health providers.

Product overview

doForms, Inc. offers a cloud-based mobile forms and workflow management platform designed for field-based data collection across industries. The core product is the doForms Mobile Forms Platform, which is enhanced by the WorkFORCE layer adding custom menus, live dashboards, and a view wizard. The platform operates on a tiered pricing model: Standard ($9.95/license/month) provides core mobile forms and 30+ drag-and-drop tools; Advanced ($14.95/license/month) adds real-time job dispatch, GPS tracking, and calendar scheduling; and Premium ($19.95/license/month) unlocks the Sync & Save integration gateway connecting to Salesforce, QuickBooks, SharePoint, SQL Server, and other enterprise systems via the doForms Marketplace. A dedicated healthcare vertical (doForms for Healthcare) provides HIPAA-compliant EHR data capture solutions tailored to home healthcare, mental health, hospice, dental, physical therapy, physician practices, substance abuse rehabilitation, complex pediatric care, and behavioral health — each with industry-specific form libraries and compliance features. The platform is complemented by the 'Let Us Do It For You' professional services offering and native iOS/Android mobile apps.

Differentiator

Problem solved

Functional benefit

Brands

• WorkFORCE by doForms: An enhanced mobile forms platform that adds custom menu building, custom dashboards with live data, and a new view wizard for quick access to data.

Products and services

• doForms Mobile Forms Platform Cloud-based mobile forms and workflow management SaaS platform that enables businesses to build custom digital forms, collect field data on iOS and Android devices with offline-first capability, automate workflows, and generate real-time reports and dashboards.
• WorkFORCE by doForms Enhanced platform layer adding custom menu building, custom dashboards with live data, and a new view wizard for rapid data access, positioned as bringing the most powerful mobile forms platform to an entirely new level.
• doForms Marketplace App marketplace offering specialized add-on connectors and integrations including SharePoint, Salesforce, QuickBooks, Microsoft Pack, Geotab, Zebra, and MiPOS payment processing.
• Sync & Save Data integration gateway enabling automatic data exchange between doForms and third-party databases, CRMs, and business applications including Salesforce, QuickBooks, SharePoint, and SQL Server. Part of the Premium tier.
• doForms for Healthcare HIPAA-compliant mobile EHR data capture solution for healthcare providers including pre-built form templates for clinical documentation, multi-factor authentication, PIN-based login, form field encryption, and EHR system integration.
• doForms for Home Healthcare Specialized solution for home healthcare providers combining visit scheduling, GPS location tracking, electronic visit verification, point-of-care documentation, mileage tracking, and caregiver self-scheduling.
• doForms for Mental Health Services HIPAA-compliant solution for mental health treatment providers featuring digital patient intake, assessment, referral workflows, secure email, and electronic signature capture for consent and treatment forms.
• doForms for Hospice Hospice-specific solution for admission documentation, consent forms, and legal documents featuring automated DNR workflow, mobile printing, autofill capabilities, and HIPAA-compliant e-signature forwarding.
• doForms for Dental Practices Dental-specific electronic forms solution for patient registration, insurance verification, treatment consent forms, and HIPAA-compliant data capture including embedded web forms, patient registration kiosk, and QR code intake.
• doForms for Physical Therapy Physical therapy EHR solution featuring patient intake with autofill, video capture for treatment documentation, patient progress notes with speech-to-text, and electronic payment processing via ProPay and Square integration.
• doForms for Physician & Family Medicine EHR solution for physician offices enabling digital patient intake via QR code or tablet, SOAP assessment documentation, HIPAA release and consent forms, and EHR system integration via APIs.
• doForms for Substance Abuse Rehabilitation HIPAA-compliant solution for rehabilitation centers including patient intake, PHQ9 behavior assessment, substance use history forms, nutritional assessment, and state-specific regulatory compliance forms.
• doForms for Complex Pediatric Care Pediatric home care solution with daily visit notes, comprehensive pediatric assessments, incident reporting, consent and waiver forms, and employee referral features with reward program capabilities.
• doForms for Behavioral Health Behavioral health solution with comprehensive assessment forms, individual treatment plans, client progress notes, environmental safety plans, supervisory reporting portal, and workforce management with GPS verification.
• Let Us Do It For You Professional services offering where doForms consultants build custom forms, integrate price books and data lists, configure GPS and barcode scanning, set up e-signatures, and integrate with back-office systems like QuickBooks and Salesforce.
• doForms Mobile Data Collection App Native mobile application available on iOS and Android enabling field workers to build forms, capture photos, collect signatures, scan barcodes, perform calculations, and submit data in real-time.

Named customers15 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationDeep integration partnership with Microsoft ecosystem including SharePoint, Excel, Access, and SQL Server. doForms data automatically syncs to SharePoint document libraries and lists, exports to Excel format, connects to Access databases, and writes to SQL Server for enterprise reporting and analytics.
• GeotabcoreTechnology or IntegrationIntegration with Geotab fleet management system providing GPS vehicle tracking, route optimization, and field worker dispatch capabilities. Enables real-time location tracking of field personnel and assets.
• SalesforcecoreTechnology or IntegrationBidirectional integration with Salesforce CRM enabling form submission data to create or update Salesforce records, and Salesforce data to pre-populate form fields for personalized customer interactions.
• QuickBookscoreTechnology or IntegrationIntegration with QuickBooks accounting software enabling field-collected data to flow into accounting workflows, including invoice generation and expense tracking from field service operations.
• Zebra TechnologiescoreTechnology or IntegrationDevice certification program ensuring optimal performance of doForms mobile app on Zebra rugged mobile devices. Certified devices feature enhanced barcode scanning, NFC tag reading, and durability for field use in demanding environments.
• Google Cloud PlatformcoreTechnology or IntegrationInfrastructure hosting partnership with Google Cloud Platform providing global availability, scalability, and data security for the doForms SaaS platform. European data residency support available for compliance requirements.
• BoxcoreTechnology or IntegrationCloud storage integration with Box enabling automatic archiving and synchronization of form submission data and attachments to Box enterprise content management platform.
• DropboxcoreTechnology or IntegrationCloud storage integration with Dropbox allowing form submissions and media attachments to be automatically saved to Dropbox folders for easy access and collaboration.
• Google DrivecoreTechnology or IntegrationCloud storage integration with Google Drive enabling form data synchronization to Google Sheets, Google Docs, and Google Drive folders for team collaboration and workflow automation.
• OraclecoreTechnology or IntegrationDatabase integration with Oracle enabling form submission data to be written directly to Oracle databases for enterprise reporting, business intelligence, and legacy system integration.
• SQL ServercoreTechnology or IntegrationDatabase integration with Microsoft SQL Server providing direct data connectivity for enterprises using SQL Server as their database platform for reporting and analytics.
• SharePointcoreTechnology or IntegrationDeep Microsoft SharePoint integration enabling form data to sync directly to SharePoint lists and document libraries, supporting enterprise content management and workflow automation.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Typeform: Direct competitor in conversational form building with strong design-led UX and integrations; competes for the SMB and mid-market self-serve motion that underpins doForms' PLG channel.
• Formstack: Direct competitor offering drag-and-drop online forms, document automation, and eSignature with workflow and integrations into Salesforce, Google, and Microsoft — overlapping squarely with doForms' SMB and mid-market motion.
• iFormBuilder (Zerion Software): Direct peer offering mobile data collection and customizable forms for field workers, with offline capability and enterprise integrations — comparable to doForms on architecture and customer profile.
• ProntoForms (now TrueContext): Direct peer focused on mobile field-data collection for enterprises with deep ERP/CRM integrations and offline capability — directly overlapping with doForms' field services and enterprise segment.
• JotForm: Direct competitor in drag-and-drop form building with mobile apps, payment integrations, and healthcare (HIPAA) tiers — highly comparable product and pricing model to doForms.
• Device Magic: Direct peer in mobile forms and field-data collection with back-office integrations; comparable SMB/mid-market positioning and similar feature parity to doForms' core offering.
• GoCanvas: Direct peer providing mobile forms and field-service apps targeting SMB and enterprise field-workforce use cases, with similar back-office integrations to doForms.

Broad incumbents

• Salesforce: Broad incumbent CRM platform whose native form, Flow, and Survey capabilities increasingly overlap with doForms' Sync & Save connector use cases for enterprise customers.
• ServiceNow: Broad incumbent in enterprise workflow and service management; its App Engine and native form capabilities compete with doForms in large-enterprise digital workflow deals.

Emerging players

• ProcessMaker: Low-code workflow and process automation platform with form-building capabilities — emerging alternative in the same digital workflow category, particularly in regulated process automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/doForms
• YouTubeyoutube.com/user/doForms
• Facebookfacebook.com/doForms
• LinkedInlinkedin.com/company/2434693

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about doForms, Inc.