Collect documents.
Track everything.
Beautiful management dashboard, embeddable forms for any website or app, and an AI agent that handles it all through conversation. Stop chasing clients: send one link, track what's missing, download everything in one click.
One link. All the documents you need.
Bundle all the forms and documents you need from a client into a single package. Send them one link. They fill it out at their own pace. You see progress in real-time and know exactly what's still missing.
- Bundle multiple forms (company details, KYC, documents) into one package
- Pre-fill what you already know: client only completes the gaps
- See exactly which fields and files are missing
- Send targeted reminders for specific missing items
Sensitive documents, handled right
Your clients upload Aadhaar cards, PAN cards, and financial documents. Every file is encrypted, stored securely, and accessible only through time-limited secure links. Nothing is ever publicly exposed.
- Files encrypted at rest and in transit
- Time-limited download links: expire automatically
- Files never pass through intermediate servers
- Download all documents for a client in one click
Drop forms into any website or app
Embed FormEngine forms directly into your website, client portal, or internal tools. Your clients fill out forms without leaving your site. Everything flows back to your dashboard: submissions, files, progress, all in one place.
- Embed with a single script tag or iframe: works on any website
- Matches your brand: customizable styles and themes
- Full API for custom integrations: build your own UI if you want
- All data flows to the same dashboard: no separate systems
Which clients haven't submitted KYC yet?
3 incomplete submissions:
Send reminders to all three
Manage everything with natural language
Create forms, check submission status, send reminders, download files, all by just saying what you need. The FormEngine AI agent understands your intent and handles the busywork.
- "Create a KYC package for Pvt Ltd registrations"
- "Which clients haven't submitted their address proof?"
- "Send a reminder to Rajesh for the missing documents"
- "Download all files for Acme Technologies"
Stop losing documents in email threads
You've been there: chasing the same client for the same document for the third time.
The difference it makes
80%
Less back-and-forth
Clients see exactly what's needed upfront
1 link
Per client
Not 12 emails with "please also send..."
Real-time
Progress tracking
Know what's missing without asking
1 click
Download all docs
Every file, organized and ready
Who uses FormEngine
Any business that needs to collect structured data and documents from people.
CA/CS Firms
Company registrations
Director KYC, company details, address proofs
Annual compliance
Updated financials, board resolutions, auditor letters
Tax filings
Income docs, investment proofs, Form 16
Service Businesses
Client onboarding
Contracts, ID verification, project briefs
Vendor registration
Tax certificates, bank details, insurance
Project kickoff
Requirements docs, brand assets, access credentials
HR & Operations
Employee onboarding
Offer letters, ID proofs, bank details, photos
Background verification
Education certs, experience letters, references
Exit formalities
Handover docs, equipment returns, clearance forms
Common questions
Everything you need to know about collecting documents with FormEngine.
How is this different from Google Forms or Typeform?
Google Forms and Typeform collect responses. FormEngine collects documents. It handles file uploads with secure storage, bundles multiple forms into workflows, tracks completion across all forms, and lets you pre-fill known data. Think of it as document collection infrastructure, not a survey tool.
How do clients upload their documents?
When a client needs to upload a file (like Aadhaar, PAN card, or address proof), they get a secure upload link. The file goes directly to encrypted cloud storage. It never passes through any intermediate server. You can download all files for a submission in one click.
Can I pre-fill information I already have?
Yes, if you already know the client's name, email, or company details, pass them when creating the submission. Those fields will show as completed, so the client only fills what's actually missing. The progress tracker accounts for pre-filled fields automatically.
How does the progress tracking work?
Each submission shows a completion percentage: how many required fields are filled out of the total. You can see exactly which fields are missing, so you can send targeted reminders instead of generic 'please complete your application' emails.
Can I bundle multiple forms together?
Yes, that's what packages are for. A 'Company Registration' package might include Company Details, Director KYC, and Document Uploads as separate forms. When you create a submission for the package, all forms are set up at once. One link for the client, one dashboard for you.
Can I embed forms on my own website?
Yes, add a single script tag or iframe to embed any FormEngine form on your website, client portal, or internal tool. The form matches your brand with customizable styles. All submissions flow to your FormEngine dashboard automatically. You can also use the full API to build completely custom form UIs.
How does the AI agent work?
The FormEngine AI agent lets you manage everything through natural language. Ask "which clients haven't submitted KYC?" and get an instant answer. Say "send reminders to everyone with missing documents" and it handles it. Create forms, check status, download files, all through conversation. No menus to navigate.
Is there an API?
Yes, everything you can do in the dashboard and through the AI agent is also available through the REST API. Create forms, manage submissions, check completion status, and download files programmatically. Perfect for embedding forms in your own apps or building custom integrations.
Stop chasing documents. Start collecting them.
Set up your first form package in 5 minutes. Send your client one link instead of twelve emails.