A Better Way to Complete Paperwork

1. A Better Way
To Complete Paperwork
w w w . f o r m s i o . c o m

2. For years, electronic signature
solutions have failed to tackle one
of the biggest bottlenecks while
filling and signing digital
documents:
Eliminate dependencies on files
such as PDF or Word Documents
from their technology stack.
Problem
2

3. Formsio is web-based document automation
software that combines core components needed
to complete paperwork with zero dependencies on
PDF or DOC files.
Document
Design
Data
Management
Digital
Signatures
Calculation
Engine
Smart
Workflows
Solution
3

4. Market
Growth
The document automation space combines parts of several
rapidly growing categories of software. There are numerous
billion-dollar software companies in this space.
4
Content Management $40B Growing to $66B
$7B Growing to $26B
Form Automation
$2.8B Growing to $14B
Document Management $5B Growing to $10B
Electronic Signature

5. Target
Industries
Formsio targets
paper intensive industries
using template-based
documents that require
signatures.
The documents consume
large data sets, can have
calculation dependencies,
and often require bulk
distribution capabilities.
5
Types of
Industries
Legal
Lending
Compliance
HR
Real Estate
Insurance
Types of
Documents
Invoices
Estimates
Tax Forms
Compliance
Disclosures
Agreements
Applications

6. Competition
There is a lot of competition in the document automation
space. There are direct competitors like PandaDoc and
others that could become competition in the future.
6

7. Unlike systems that wrap their
services around PDF or DOC files,
Formsio re-envisions paperwork
starting as an HTML document that
is dynamically generated in real time.
This is a very important distinction
that differentiates us from many
competitors.
Competitive
Advantage
7

8. View document
templates created in
Formsio that are used
to transact business
with customers,
vendors, and
employees.
Documents
1
8

9. Create document
templates in Formsio
that include rich text,
form fields, tables,
images, shapes,
calculations, data tags,
and digital signature
fields.
2
Design
9

10. Send documents to any
number of recipients.
Recipients are
managed directly in
Formsio making their
data reusable for future
transactions.
10
3
Send

11. Documents are
dynamically generated
in real time based on
data inputs and 3rd
party integrations.
Smart workflows
prompt recipients to fill
necessary data and
sign the document.
11
4
Assemble

12. Formsio digital
signatures meet the
highest standard in PDF
signing certificates. Our
digital signatures link
back to Adobe's
Approved Trust List
(AATL) which validates
the document integrity.
12
5
Sign

13. 13
Founders
Our founders have over
30 years combined
experience in software
development and SaaS
business operations in
the document
automation space.
› CEO / Brokers Home
› CEO / ATLOS
› CEO / Novateus
Randall Nachman
CEO / Founder CTO / Founder
Muhammad Bilal
› CTO / ATLOS
› Scrum Master

14. SaaS Pricing
Model
Formsio has subscription plans and also provides
professional services for custom integrations into
other companies’ websites and applications.
14

15. $84,050
$956,750
$3,504,500
-$309,270
-$911,633
-$213,121
Projections
15
25
150
500
Gross Revenue
Net Revenue
Year 2
Year 1 Year 3
Customers
Year 2
Year 1 Year 3

16. 16
There is no denying the demand for paperless
solutions, especially with remote workforces
in today’s COVID environment.
With Formsio, companies will lower risk
associated with data entry errors and
lost documents, gain insight into their
document processes and eliminate
inefficiencies while completing paperwork.
In Summary

17. www.formsio.com
info@formsio.com
(225) 408-8880
More Info
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