Genie Snap builds intake processes, with documents, signatures, routing, and an API, on your own servers. Every use case below runs on that same platform.
1. Work Alongside Your Existing Systems
Add forms, documents, and signatures to the systems you already run, without changing them.
Intake Through the API Only
No form required. Your own software sends data to Genie Snap's REST API. It validates the data, creates the submission and its document, and sends the results on to your systems by webhook.
Document Generation Service
Let your system keep the data. If an existing system holds the data but can't produce documents well, send the data to Genie Snap and get back a print-ready Word or PDF document in seconds, laid out the same way every time.
Front Door for ServiceNow, Pega, or Salesforce
Fewer licenses for outside users. Let customers, vendors, and applicants submit through Genie Snap instead of needing accounts on ServiceNow, Pega, or Salesforce. Validated submissions are sent on to your system of record by API or webhook.
Host It for Your Own Clients
One platform, many tenants. Run Genie Snap on-premises or in your private or public cloud as a self-service intake platform for your customers, departments, or business units. Every instance is multi-tenant, with Teams keeping each tenant's forms and submissions separate, and a client can have a dedicated instance when it needs its own.
2. Lower Costs and Keep Data In-House
Replace per-seat SaaS subscriptions and keep submission data on servers you control.
Replace Per-Seat Form Pricing
No per-user fees. Move off form services that charge per seat or per submission tier. Run Genie Snap on your own servers under a flat annual license, priced per database cluster rather than per user, so costs stay predictable as usage grows.
Bring Forms and eSignature In-House
Leave the SaaS contract behind. If your forms and signature routing live on a third-party platform, rebuild them in Genie Snap on infrastructure you own (on-premises, private cloud, or hybrid) and retire the recurring per-seat contract.
Consolidate Scattered Forms
One platform instead of many. Bring forms spread across several tools and departments onto one installation, on IONOS, Azure, AWS, GCP, on-premises, or hybrid. It runs on standard Windows Server and SQL Server, so you aren't tied to any one cloud's managed services.
Automation Without AI Running in Production
No per-token AI costs. Submissions aren't sent through an AI service, so there are no token fees, no varying output, and no submission data leaving for a model provider. Forms validate, format, and route each submission by fixed rules on your own servers.
3. Automate Requests, Approvals, and Signatures
Turn manual handoffs into tracked steps, from the first request to the signed record.
One Request, Several Teams
Automate cross-team handoffs. One submission can create submissions on other teams' forms. For employee onboarding, one request can start separate IT, HR, and facilities workflows at the same time.
Turn Paper Forms Into Web Forms
Start from the documents you have. Upload an existing Word or PDF document, tagged or auto-tagged, and get a web form, its API, and a document template that keeps your original layout, in seconds, with no developer time.
Client Portals and Paid Requests
One place for outside users. Give customers or vendors a portal where they sign in, fill out forms, pay through Stripe, check the status of their requests, and download their documents.
Sequential Approval & Signature Routing
Close the loop on approvals. Route a submitted form — a relocation request, a capital expenditure approval, an offboarding checklist — directly into sequential eSignature. Each approver signs in order, signs in on every envelope (organization SSO or an emailed one-time code), and the fully executed document, sealed with your organization's certificate and with a complete audit trail, lands back on the submission automatically. No separate signing tool, no manual chase-down.
Bring-Your-Own-Document eSignature
Not limited to forms built in Genie Snap. Drop in a contract, third-party form, or any PDF/Word document — already tagged for signing, or tag it yourself in the browser — to launch the same secure, sequential signing workflow. Start a signature request → (opens in a new tab)
Air-Gapped Infrastructure Deployment
For defense, industrial, and highly regulated financial environments: Genie Snap runs fully air-gapped. With your own SQL Server and an internal mail server, it builds forms and documents, processes submissions, and routes signatures with no internet connection. Stripe is needed only if you collect payments.
Same Engine, Any Cloud, Public or Private
For teams that don't need air-gapping: Genie Snap installs the same way on Azure, AWS, IONOS, GCP, or any environment meeting the technical spec—privately for internal teams, publicly for client-facing intake, or as a multi-tenant platform hosted on behalf of your own customers.
4. How Every Use Case Gets Built
The steps are the same for every use case above. Generate the workflow once, then clients use it and submit from anywhere. Once it's saved, you can add integrations, portals, and tasks.
Describe What You Need
Describe the intake you need. You can also build from your existing documents or from text you write yourself. No code or setup is required.
Review and Edit
In the form editor, change field types, input limits, and layout. Add rules that show or hide fields, calculate totals, and fill in values from lists. The API comes from the form's fields, and the document template is linked to the form and filled in on every submission. Edit the document template to change how it looks or which fields it includes, then preview the form before saving.
Publish and Share
Save the form to your dashboard, where each version is kept. Share it through the API with its contract, a portal, a link on your website, or an email. Assign team owners and manage every workflow from one dashboard on your own servers.
Collect Submissions Anywhere
Forms work in any browser, on desktop or mobile. Each submission is stored in your own database with its generated document and JSON data, ready for your team to review, assign, and close.
Want to see it work? Try it free, no signup until you save →