Form & Packet Features

Most Popular
Starter Business Enterprise
GDPR Compliant FormsSetup secure GDPR compliant online forms. All data is encrypted in transit and at rest. A DPA is included with your service. Unlimited Unlimited Unlimited
PacketsA packet is a container of forms that you send to a recipient to complete. Add an unlimited amount of GDPR compliant forms into your form packets. 1 10 Unlimited
Synced FormsSync forms between multiple packets. Update your synced form once to reflect across all packets. 1 10 Unlimited
Mobile-Friendly FormsGive your clients and patients the freedom to sign your forms with any device, anywhere. Your form will work on all devices and can be completed from a phone, tablet, or computer.
Appointment RemindersAlways get completed forms before a deadline or appointment, send automated text message and email reminders.
Progress TrackingTrack the progress of your clients. See when clients open your forms, view their saved progress, and send reminders to ensure you always get completed forms before the appointment.
Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need.
Attach Card PhotosHave your clients or patient take a picture of their photo ID or other document to submit to you. Stop scanning cards in person.
Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the customer or patient selects. Hide questions that do not apply to everyone.
Autocomplete FormsHave your customers complete fields once to have them autocomplete through out the rest of your forms. Prevent anyone from filling out the same information multiple times.
Electronic SignaturesCollect signatures online, have your customers or patients e-sign and submit from their phone, tablet, or computer.
Drawings and DiagramsAllow your customers or patients to draw on an image or diagram in your form to include freeform information.
Text Message InvitationsSend your forms over text message to have customers or patients securely complete and sign from their phone.
Email InvitationsSend your forms over email to have clients or patients securely complete and sign from their phone, tablet, or computer.
QR CodesGenerate a QR code for each packet of forms.
Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your clients.
Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have anyone complete your forms in person.
Drag and Drop BuilderEasily update your forms by dragging and dropping new fields into place. Simply customize your form for your specific needs, no coding required.
Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling.
Custom BrandingCreate a seamless experience for your clients and customers, add your logo, brand, and styling.
Custom Thank You PageDirect customers to a custom page after they complete your forms.
Save and Continue LaterAllow clients and patients to save their progress on larger forms and packets. They will be able to resume where they left off and finish completing your forms at a later time.
File Attachment UploadWith file upload fields, your patients can upload their prescriptions, x-rays, medical records, card photos and more with their form submission.
Resend FormsResend completed intake forms. Customers or patients will simply update what has changed, and leave the rest of the form completed.
PDF ExportAll form submissions can easily be exported to PDF.
CSV ExportAll form submissions can easily be exported to CSV.
Form AnalyticsTrack and analyze how clients complete your GDPR compliant forms online.

Document Signing

Most Popular
Starter Business Enterprise
GDPR Compliant DocumentsCreate an unlimited amount of Secure GDPR compliant documents. All data is encrypted in transit and at rest. A DPA is included with your service. Unlimited Unlimited Unlimited
Document TemplatesCreate reusable document templates that can be quickly sent to signers. 1 10 Unlimited
Use Existing PDFsNo need to recreate your documents, simply upload your existing PDF and drop field elements on your documents. Send to multiple recipients to collect signatures.
Electronic SignaturesEasily collect electronic signatures. Give your clients the ability to digitally sign from their phone, tablet, or computer.
Multiple SignersSend to an unlimited amount of signers for a single document, set the signing order.
Basic FieldsAdd text fields, drop downs, check boxes, dates, and electronic signatures to your documents.
Real-Time Audit TrailDocuments have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.
Email NotificationsNotify your recipients via email. Get email notifications as each recipient signs your documents.
RemindersSend reminders to ensure all recipients sign your documents.
Export to PDFQuickly export signed documents to a PDF.

Team Management

Most Popular
Starter Business Enterprise
UsersInvite your team to your account and grant permissions to the exact features each user needs. 1 10 Unlimited
User PermissionsLock down assistant user accounts and give them read-only access, or give them full administrative controls.
Group PermissionsShare multiple account access between group administrators in your network.
Shared Packets & RecordsShare packets and records between group accounts in your network.
Organization ManagerMaster adminstrator that has access to all accounts in your network.
Single Sign OnUse one account to sign into group child accounts in your network.

Compliance & Security

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Starter Business Enterprise
GDPR ComplianceAll form submissions are encrypted in transit and rest. A Data Processing Agreement is included with your service.
HIPAAHIPAA compliance is available for our USA zoned customers.
SOC 2 Type IIFormDr has completed external audit and has been granted SOC 2 Type II compliance, audit available upon request.
SMS & Email AuthenticationSetup two-factor authentication and configure trusted devices for users.
Access & Audit LogsKeep a detailed record of your account and export your history as a CSV Excel file or Google Sheet. Quickly export every event from your account; or, select a date range or user’s history to export.
Encrypted DataAll data is encrypted in transit and at rest—while being submitted back to your account and at rest in our database. Protect sensitive data with fully encrypted submissions.
Submission HistoryForm submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.

Usage

Most Popular
Starter Business Enterprise
Submission StorageTotal form submissions you can store in your account. 1,000 Unlimited Unlimited
Monthly SubmissionsTotal form submissions per month. Each packet submission counts as 1. 100 500 5,000
Monthly SignersTotal recipients who can sign your documents each month 100 500 5,000
SpaceTotal available space on your account to store images and files. 1 GB 5 GB 100 GB
Form ViewsThe number times your forms and packets can be viewed each month. 200 1,000 10,000
SMS InvitesTotal text message invite allocation for the month. 50 250 2,500
Email InvitesTotal email invite allocation for the month. 50 250 2,500
PDF ExportsTotal PDF export allocation for the month. 50 250 2,500
CSV ExportsTotal individual CSV export allocation for the month. Does not include bulk export. 50 250 2,500

Integrations & APIs

Most Popular
Starter Business Enterprise
Open APIAutomatically send data to a designated location in another program. Share data between FormDr and your application.
HL7Automatically send data in an HL7 format, common interoperability format for your EHR/EMR.
SchedulingIntegrate with popular scheduling and calendar tools.
PaymentIntegrate with popular payment processing applications.
ExportIntegrate with popular data storage and exporting applications.

Support & Service

Most Popular
Starter Business Enterprise
Product GuideSearch our extensive guide to find the answers you need.
Email SupportOur friendly support team is available to help you via email during normal business hours.
Onboarding WebinarSchedule a live onboarding webinar to get started using your account.
Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms.
File ConversionsWe can convert your paper forms into online forms for a nominal fee.
Form RevisionsWe revise your forms to your exact specifications.
Phone SupportSchedule a call with our support team to get the training and answers you need.