Unified Forms
On-platform data capture and form builder
By North EndPoint
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $20 per user per year
- Listed since
- 2026
About Unified Forms
Rapid, no-code form, questionnaire, and checklist creation. POC on demand!
Unified Forms is the intuitive solution that empowers anyone in your organization to design, deploy, and manage dynamic forms, comprehensive questionnaires, and rigorous audit checklists directly within Salesforce. Built for business users, it seamlessly integrates with your existing Salesforce data, enriching your CRM without a single line of code.
Key Features Your Team Will Love: No-Code Form Builder: A visual interface allows users to create complex forms. Native Salesforce Analytics and PDF Generation: Use Salesforce Reports and Dashboards and generate PDFs. Dynamic Question Logic: Build intelligent forms that adapt in real-time based on user responses, ensuring a streamlined experience. Rich Question Types: Support for text fields, picklists, checkboxes, date pickers, file uploads, simple electronic signatures, and more – everything you need to capture comprehensive data. Native Salesforce Implementation: Attach form to any standard or custom Salesforce object. Templates & Reusability: Create reusable templates for common forms and checklists, saving time and ensuring consistency. User-Friendly Interface: Designed with the end user in mind, making adoption quick and easy.
Highlights
- No-Code Form Builder: A visual, intuitive interface allows users to create complex forms with ease.
- Dynamic Question Logic: Build intelligent forms that adapt in real-time based on user responses, ensuring a streamlined experience.
- Rich Question Types: Support for text fields, picklists, checkboxes, date pickers, file uploads, simple electronic signatures, and more – everything you need to capture comprehensive data.
- Native Salesforce Implementation: Attach form to any standard or custom Salesforce object, updating records instantly.
- Templates & Reusability: Create reusable templates for common forms and checklists, saving time and ensuring consistency.
- User-Friendly Interface: Designed with the end user in mind, making adoption quick and easy.
- Scoring: Built-in scoring functionality allows you to move beyond raw information, enabling automatic evaluations and informed decision-making across all your processes.
- Native Salesforce Analytics: Transform form submissions into actionable insights with standard Salesforce Reports and Dashboards for immediate visibility into your business processes.
- Automated PDF Generation: Instantly generate professional PDFs of every form submission to streamline record-keeping and facilitate downstream business processes.
Screenshots and videos
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Pricing
Paid, from $20 per user per year.
| Plan | Price | Billed |
|---|---|---|
| Per User Yearly | $20 per user | Yearly |
| Per User Monthly | $25 per user | Monthly |
Share your requirements, and we will provide a free Proof of Concept (POC) to ensure our product meets them. Contact us for individual pricing if you need more than 50 seats!
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on March 19, 2026
- Languages
- English