Create and automate your forms and workflows

Create custom forms, automate approval workflows, and manage everyday business processes from one secure platform.

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Trusted by 8,000+ users across leading organizations globally

Form Builder

Your policy, turned into a form in minutes

Drag and drop the fields you already use. Start from templates for purchase requisitions, cash advances, service orders and expense claims.
Conditional logic, show fields only when they apply
Mandatory attachments so requests arrive complete
Budget lines and cost centres pulled from your chart of accounts
Publish to staff, vendors or the public in one click
Approval engine

Approvals that follow your authority limits

Define who signs what, at what threshold, in what order. Invexforms routes each request automatically and escalates when someone sits on it.
Multi-signature chains across departments and entities
Value thresholds that pull in the right approver automatically
Delegation and out-of-office cover, so nothing stalls
Doc Sign with 2FA and legally binding on-screen signatures
Capital Governance Lifecycle

Five stages. One unbroken audit trail.

Most finance teams lose control in the gaps between stages. Invexforms closes them, each stage hands off automatically to the next, carrying its approvals, budget line and documents with it.

01

Requisition

Staff raise cash, purchase or advance requests on standard forms, budget line, cost centre and supporting documents captured up front.

02

Approval

Requests route by authority limit through multi-signature chains. Approvers sign on screen, on any device, every action time-stamped.

03

Disbursement

Finance pays against a locked approval reference, correct amount, correct beneficiary, no re-keying and no unapproved payouts.

04

Expenditure

Spend posts back to the originating request and budget line as it happens, giving live visibility of commitment versus actual.

05

Retirement

Beneficiaries retire funds with receipts and invoices. Variances, refunds and ageing balances are flagged and chased automatically.

One continuous record from the first request to the final receipt, ready for internal audit, external audit and regulatory review.

See it on your process
Smart DATA COLLECTION

Powerful Forms for Smarter Data Collection

Design and publish professional forms in minutes. Collect the information you need to better understand your employees, customers, suppliers, and business operations.
Build custom forms with an intuitive drag-and-drop designer
Collect responses from internal teams and external users
Share forms easily through secure links and QR codes
Organise data in real time for faster reporting and decision-making

Simple Plans That Scale with Your Business

Start free and upgrade as your forms, users, responses, and workflow requirements grow.

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2
Customise
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Free
/ User / Year / User / Month
5 Forms
Custom form builder
1 user
100 Maximum monthly response limit
15MB receive file uploads
1 template
500 MB Available Space
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Basic
/ User / Year / User / Month
50 Forms
Custom form builder
1 user
750 Maximum monthly response limit
1GB receive file uploads
10 templates
10GB Available Space
Ensure GDPR Compliance
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Start a free 14-day trial
Business
/ User / Year / User / Month
Unlimited forms
Custom form builder
20 users
1,000 Maximum monthly response limit
2GB receive file uploads
25 templates
Unlimited Available Space
Create interactive forms that connect to your workflow
Design and manage workflow
Doc Sign with 2FA
Ensure GDPR Compliance
See user login activity
Assign user roles and permissions
On-screen sign
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Start a free 14-day trial
Business Plus
/ User / Year / User / Month
Unlimited forms
Custom form builder
Unlimited users
Unlimited Maximum monthly response limit
4GB receive file uploads
25 templates
Unlimited Available Space
Create interactive forms that connect to your workflow
Design and manage workflows
Doc Sign with 2FA
Ensure GDPR Compliance
See user login activity
Assign user roles and permissions
On-screen sign
Show More
Get started

Start a free 14-day trial
Enterprise
/ User / Year / User / Month
Unlock limitless growth with advanced features and support

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Free Plan Features
5 Forms
Custom form builder
1 user
100 Maximum monthly response limit
15MB receive file uploads
1 template
500 MB Available Space
Continue
Basic Plan Features
50 Forms
Custom form builder
1 user
750 Maximum monthly response limit
1GB receive file uploads
10 templates
10GB Available Space
Ensure GDPR Compliance
Continue
Business Plan Features
Unlimited forms
Custom form builder
20 users
1,000 Maximum monthly response limit
2GB receive file uploads
25 templates
Unlimited Available Space
Create interactive forms that connect to your workflow
Design and manage workflow
Doc Sign with 2FA
Ensure GDPR Compliance
See user login activity
Assign user roles and permissions
On-screen sign
Continue
Business Plus Plan Features
Unlimited forms
Custom form builder
Unlimited users
Unlimited Maximum monthly response limit
4GB receive file uploads
25 templates
Unlimited Available Space
Create interactive forms that connect to your workflow
Design and manage workflows
Doc Sign with 2FA
Ensure GDPR Compliance
See user login activity
Assign user roles and permissions
On-screen sign
Continue
Enterprise Plan Features
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INVEXFORMS MOBILE

Manage Requests and Approvals from Anywhere

Create requests, review submissions, approve workflows, upload supporting documents, and track progress directly from your mobile device.

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Mobile App

Experience smart secure Approval Management System

Generate and use legally binding approvals that align with industry standards and regulatory compliance.

Create your own standard template
Easily craft sophisticated custom made forms for feedbacks & approvals with invexForms.
Quick requisition innovation
Simplified approach to managing requisitions that emphasizes speed, efficiency, compliance, and automation.
Multi signature approval
Quickly access and approve requisitions in your team's workflow while on the go.

Create powerful forms for data collection in minutes

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