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Doxis Intelligent Communications

SmartForms

SmartForms replaces manual, paper- and PDF-based processes with secure, branded digital interactions – including forms, workflows, and e-signing.

With a no-code drag-and-drop interface, business teams can build, deploy, and manage forms without IT. Automate repetitive tasks, reduce errors, and speed up turnaround times – all while staying on-brand and compliant.

SmartForms can be embedded in websites and portals, integrated into customer communications, or launched directly from your your HRM, CRM etc. for real-time tracking. With secure authentication, audit trails, and full traceability, you protect your data – while making it faster and easier for customers to respond, stay engaged, and experience better service.

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Why choose SmartForms?

Doxis SmartForms transforms how you collect, validate, and act on stakeholder data with secure, on-brand digital interactions that eliminate manual processes and accelerate business outcomes.

Increase efficiency

  • Automate data collection and validation
  • Cut printing, mailing, and admin costs
  • Build and update forms without IT
  • Reduce errors and shorten processing time

Best-in-class experiences

  • Simple, accessible forms available anytime
  • Mobile-friendly and multilingual
  • Personalized flows and real-time notifications
  • Fewer steps, faster completions for users

Secure, scalable, and future-ready

  • Real-time tracking with CRM integration
  • Full encryption and audit logging
  • Compliant with strict industry standards
  • Scales with your organization's needs

Built for modern, digital interactions

SmartForms replaces traditional paper- and PDF-based processes with secure, branded digital customer interactions – no coding required.

With an intuitive drag-and-drop interface, business teams can build digital forms, add e-signing, and automate complex workflows for one or many recipients – all without relying on IT.

It centralizes and standardizes how you collect, validate, and act on customer data – with enterprise-grade encryption, full traceability, and governance built in – ensuring a smoother, faster experience for both your teams and your customers, employees or partners.

  • Customer, employee or partner onboarding and registration
  • KYC and AML
  • Credit and service applications
  • Claims and case handling
  • Policy or contract updates
  • Consent and compliance forms
  • Account service requests
  • Beneficiary and contact detail changes
  • Secure document signing and acknowledgments

... all types of business processes.

Digital forms – wherever you need them

SmartForms can be deployed across your websites, secure online portals (like My Pages), or launched directly from your CRM, HRM or case handling system.

Each SmartForm is mobile-ready and, when opened in a secure portal, can be pre-filled with personal data, authenticated securely, and tracked in real time.

You can also embed SmartForms in outbound document-based communication – such as personalized links in PDFs or QR codes in printed documents – turning one-way communication into interactive, two-way engagement.

By guiding externals to your digital channels, you stay in control of all interactions, reduce costs, and unlock more value – from faster data capture to better communications.

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Build enhanced interactions with no-code tools

SmartForms gives business teams everything they need to create powerful, on-brand digital interactions – without writing a single line of code.

Using a drag-and-drop interface and reusable components like text blocks, input fields, images, and videos, teams can quickly build forms that reflect your brand and follow your business logic.

Built-in features like multi-language support, smart notifications (email/SMS), and e-signing for one or multiple recipients ensure a smooth and accessible customer experience – across all channels and devices.

Automated workflows, pre-filled data, and advanced logic streamline even the most complex tasks – reducing errors, eliminating manual steps, and helping you respond faster to customer needs.

Automate complex processes from end to end

SmartForms supports even the most advanced business processes with built-in no-code workflow automation – including logic, conditions, user roles, and e-signing.

Design multi-step workflows that adapt based on data input, automatically generate new forms, and guide both external users and internal teams through each step with clarity and control.

All activity is tracked and managed through a centralized dashboard, giving you real-time visibility, full oversight, and the ability to continuously improve your process flows.

Whether it's a simple task or a regulated, multi-party process, SmartForms helps you automate with precision, speed, and confidence – so external users experience faster, smoother interactions.

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Schedule your personalized Doxis demo

Requesting a demo is quick, easy and free — with:

  • A quick chat
  • Zero obligation
  • Use cases tailored to your industry

Doxis is the perfect fit for your business if:

  • You have 100+ users and an international presence
  • You need to process large volumes of documents
  • You need to tackle complex business processes
Please add 2 and 5.
What is Doxis SmartForms?
Doxis SmartForms is a no-code digital forms and workflow automation solution that helps organizations collect, validate and process stakeholder information through secure, branded digital interactions.
Can SmartForms integrate with CRM and HR systems?
Yes. SmartForms can be launched directly from CRM, HRM and case management systems while automatically populating forms with business data.
Does SmartForms support e-signatures?
Yes, SmartForms includes integrated e-signature capabilities and supports workflows involving one or multiple signatories.
How does SmartForms improve customer experience?
SmartForms simplifies interactions through mobile-friendly forms, personalized workflows, multilingual support and real-time notifications. This reduces friction and improves completion rates.
Can SmartForms automate complex workflows?
Yes, SmartForms supports advanced workflow automation, including business rules, conditional logic, user roles, approvals and multi-step processes.
How does SmartForms reduce operational costs?
By replacing paper forms, manual data entry and disconnected approval processes, SmartForms helps reduce administrative effort, eliminate errors and accelerate turnaround times.

How can we help you?

+49 (0) 30 498582-0
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