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What is Forms Automation Software?
Forms automation software can be used by businesses to reduce the amount of time their employees spend on managing paperwork, while enabling them to store, track, and record vital data in an improved manner. You can use this solution to create digital versions of your company’s paper forms including documents such as invoices, financial reports, work orders, contracts, surveys, and applications. Show moreAutomate forms so that you don’t need to write down anything. Simply create the form on your mobile device or computer and fill it out electronically. The main advantage is it requires much less time and work to create computerized versions of forms, and you can also store them securely and search for the ones you need quickly and easily. Start by checking our leader TrueContext, and other recommended solutions in this category.Show less
How was this ranking made?
In order to create this ranking of best Forms Automation Software we have checked 134 leading systems currently available on the market, studying their features, ease-of-use, customer support, available integrations with other systems and mobile support with our patented SmartScoreTM rating system. This list has been prepared by Louie Andre, our software expert responsible for the Forms Automation Software category.
List of Top 11 Forms Automation Software
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1. TrueContext
Our score: 9.4 User satisfaction: 96%TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
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2. Jotform
Our score: 9.0 User satisfaction: 100%JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.
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3. Kissflow
Our score: 8.9 User satisfaction: 100%A unified, no-code digital workplace solution designed to help businesses manage, optimize, and track all operations. The powerful workflow software platform provides process management, project management, case management, and collaboration tools.
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4. FORM.com
Our score: 9.0 User satisfaction: 100%Form.com is an award-winning forms automation software with a full-featured mobile data collection and form development solutions used to create web forms with offline mobile capability. It offers best-in-class flexibility and integration as it can cater to the unique customization needs of businesses across industries.
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5. Pardot
Our score: 9.0 User satisfaction: 97%Pardot is a marketing automation and lead management software designed to connect with Salesforce CRM, enabling your marketing and sales teams to arrange, deploy, and manage online marketing campaigns. A cloud hosted solution, Pardot provides a full set of tools that help marketers create meaningful connections, generate pipelines, and empower sales to close deals.
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6. Quixy
Our score: 8.7 User satisfaction: 99%Offers businesses and end users with a no code platform and robust tools to build applications and programs for automating workflows and streamlining business operations. Even with zero coding skills, Quixy’s easy-to-use tools and user-friendly interface enables citizen developers to build applications without the help of IT professionals.
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7. OnTask
Our score: 8.5 User satisfaction: 94%OnTask transforms tedious paper-based forms and tasks into efficient digital materials and processes. It is designed to help organizations create mobile-responsive and dynamic digital forms that may be set up with automated notifications.
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8. Paperform
Our score: 8.5 User satisfaction: 94%This is an online form builder that lets you create forms for numerous uses and types as well as customize them for branding purposes. This user-friendly platform also offers related features such as automation tools to simplify document management and business workflows. It also supports extensive integration with third-party apps.
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9. Zoho Forms
Our score: 8.5 User satisfaction: 96%Zoho Forms speeds up data collection, connects team members, and helps users build and share personalized online forms. Users can also configure email alerts so form submissions go to the right team member. Moreover, the platform offers a digital signature feature to organize approval processes and improves accountability among teams.
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10. Web Forms by NetHunt
Our score: 8.4 User satisfaction: 99%Web Forms by NetHunt is a lead capturing tool that allows users to create online web forms for free without having to register for an account.
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11. forms.app
Our score: 8.3 User satisfaction: 93%forms.app is a free online survey and form builder with no coding required.
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Table of contents
Forms automation software programs can help your company to go paperless and also store important forms and documents securely. Plus, you can search and find the forms you need quickly, and give access only to authorized users. However, since there are numerous good quality platforms in the market, how do you do educated comparisons to select the best forms automation software solution for your needs? There is no need to worry, as we have prepared this buyer’s guide which details the important features to look for and factors to consider to zero in on the right system.
Get to Know Each Product with Free Trial
A great way to start your search for the best forms automation software system is by signing up for the free trials or demo offered by leading forms automation software providers. This will give you a chance to test drive each product’s features and understand if it suits your company’s needs. You can visit the websites of the following leading tools and check if they offer a free trial: JotForm, Typeform, and Formstack. These apps have been given high rankings in our forms automation software reviews that you can read to do a comparison of their capabilities.
Targeted Businesses
- Small, medium-sized, and large companies can use forms automation tools to go paperless.
- Leading vendors offer specialized software applications for the needs of particular industries such as field service, construction, and health care.
What Are Examples of Forms Automation Software?
- ProntoForms: a platform that automates mobile workflows and makes it easy for remote workers to collect data on a mobile device, access company data in the field, and then automatically share the results with back-office systems, cloud services, and people.
- JotForm: You can use JotForm to create online forms for distributing surveys, generating leads, collecting payments, and more. Browse and select from more than 8000 free form templates.
- Typeform: You can use this solution to build attractive and engaging online forms, landing pages, quizzes, surveys, and more. The vendor offers a free trial that lets you out check out the features at no cost.
- Formstack: Easy-to-use online form builder that can enable companies to increase conversions, streamline processes, and more. No coding is required, and the app is highly flexible and secure.
- 123ContactForm: Create contact forms as well as other types of web forms for free. The HTML form builder is simple to use and you only need to copy and paste the information.
- Datafield: It is a mobile form builder for Android and iPhone/iPad. You can collect onsite data in real-time and move from paper forms to mobile forms and surveys.
Types of Forms Automation Software
The main type of forms automation tools is enterprise forms automation which is a company-wide solution for processing, completing, and distributing electronic contracts, surveys, applications, forms, and other documents. Businesses can use this software to go paperless.
Key Features of Forms Automation Software
- User permissions: Administrators can give access based on employee roles to ensure only authorized personnel can access confidential forms.
- Offline access: Many cloud-based systems can work even offline. Remote teams can use this type of solution to submit automated forms and the forms get updated automatically after internet access is regained.
- Digital signature: Your customers and clients can sign forms digitally using the software. This is an important feature for documents that need review, validation, and approval.
- Autofill: You can set up forms to prefill particular fields with given default values. This makes it easier to complete forms as selected sections get automatically populated.
- Form design and generation: You can simply scan your existing paper forms and convert them into digital versions. If you prefer, you can create forms from scratch using a range of tools, layouts, and templates.
- Centralized storage: The software keeps completed forms and templates securely in a centralized place, making it easy for users to categorize and find documents quickly.
- Smooth workflow: This solution helps streamline business processes by automating the flow of documents and tasks, enabling users to reduce errors, complete more tasks, and achieve higher productivity.
- Enhanced inspection & audit. This software application enables business users to direct inspection data to all pertinent systems and recipients.
Benefits of Forms Automation Software
- Waste reduction: Businesses can go green and get rid of paper by using forms automation software. This can help them to reduce paper waste and help the environment.
- Cost savings: Companies can save the money they spend on paper, postage, printing, and physical storage systems like filing cabinets.
- Improved workflows: Templates that offer time-saving features such as pre-populated fields help users to create forms more quickly and easily. Plus, it is faster to search and find stored files in the software than it is to rummage through numerous paper files to find what you want.
- Optimized data entry: You can automate forms creation and maintenance so that your employees don’t have to deal with illegible or incomplete forms. Plus, you can streamline the data capture process and generate insightful reports from the data.
- Enhanced operational efficiency: It automates task execution and completion by leveraging robust data access, gathering, and organization-wide delivery.
- Robust reporting and analytics: Through efficient data collection, this solution can generate useful reports that offer actionable insights for improved business performance.
Latest Trends
It is important to keep track of the latest developments in the forms automation software market which can help you select a modern and updated system:
Forms are including rich content
The latest forms automation systems include rich content such as animations and interactive content. This helps to enhance the user experience and reduces the risk of abandonment. Another factor that is driving the inclusion of rich content in forms is the increased prevalence of digital media in mobile devices such as new cameras and latest input methods.
Increased usage of mobile forms
Previously, mobile forms used to be simple and included only approvals, but now they are improving to include complex forms and tasks which makes them suitable for the needs of industries such as insurance, field sales, real estate, and field operations.
Potential Issues
Selecting complex software
Be aware of your needs and select a solution that offers the essentials. Do not overcomplicate issues by choosing a product that includes more fields than you need. This can prove counterproductive as it may distract you from the actual purpose and significance of the data. Sifting through unnecessary data can waste the time you save by investing in forms automation software.
Using forms automation for email
Another potential issue is using forms automation software for email marketing. This is because email marketing is becoming passé as it has been overtaken by other more effective forms of online marketing such as social media and mobile marketing. However, if your email database has prospects who are interested in your product, then go ahead and use it. In that case, ensure the forms automation software can be used for lead scoring, optimization, and other marketing aspects.
Deployment Options
There are different methods to deploy forms automation software. It is best to decide first which of these deployment options you’ll choose before evaluating your shortlisted vendors:
On-premise vs. cloud-based: As more and more businesses shift to remote work setups, deploying cloud forms automation solutions has become the logical choice.
Subscription vs. perpetual license: For large enterprises, paying an upfront lump sum for an app makes sense. For SMBs, opting for SaaS-provided subscription-based plans is the way to go.
Integrated vs. best-of-breed suite: If you specifically need forms automation capabilities, you should choose a best-of-breed platform. On the other hand, some businesses such as marketing firms prefer an all-in-one suite (e.g., CRM or sales platforms) with added forms automation, ecommerce, and online payment features.
Selecting the Right Forms Automation Software for Your Business
Because there are numerous types of forms automation solutions in the market, it is best to choose the correct platform for your business. Here are the essential steps:
- Establish a clear understanding of your needs and select a solution based on these requirements.
- Request for product demos and avail of free trials to evaluate software packages before making a decision.
- If you’re an SMB, select from vendors that offer cloud-based delivery
- Evaluate how a solution delivers in these core aspects: usability, scalability, customized workflow, and integration.
- Once you’ve conducted these best practices, you can decide which software to use for your business
List of Forms Automation Software Companies
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Things to consider when you invest in a SaaS
Selecting a an apt SaaS program from the numerous good quality platforms out there can be a hard task. To assist you, we have prepared this quick primer. Find out if the SaaS provider offers the following benefits:
Reduced Cost: Most SaaS systems are pay as you go, and you don’t need to worry about additional expenses for system maintenance or IT resources, upfront licensing fees, or in-house IT staff.
Fast Set-up Time and Minimized Risk: You should be able to deploy the SaaS solution quickly and easily. Make use of the free trial to understand if the app fits your requirements. If you select a wrong program, you can bail out effortlessly with minimum losses.
Customization and Integration: Choose a vendor that offers a wide variety of software packages and modules. You should be able to pay only for the features you use to meet the current requirements of your business.
Security and Control: The solution should offer robust security. Choose a vendor whose databanks are more secure than those in your office to maximize the gains.
The Infrastructure: The vendor should provide the required infrastructure so that you need not host anything in-house or need the assistance of internal IT resources.
Web Access: Your staff members should be able to access data anywhere, anytime. To help them be productive on the go, choose a provider that offers mobile apps that are compatible with widely used operating systems.
Consider all the six important elements mentioned above to choose the best solution for your needs.
Frequently asked questions about Forms Automation Software
What is the best forms automation software?
The best forms automation software is ProntoForms. This best-in-class online platform for web and mobile devices helps businesses to easily automate forms and process workflows anytime, from anywhere.
ProntoForms is a go-to solution for remote workers as it simplifies the collection, access, and sharing of data with any company user and connected devices. It also helps users to more efficiently monitor, evaluate, and enhance their tasks and workflows
It also helps generate data-driven reports that offer actionable insights. Its key features include out-of-the-box support for various back-office systems and cloud services, advanced analytics, and barcode & QR code scanning.
What are the benefits of forms automation software?
Here are the top benefits generally offered by forms automation software:
Improved workflows: This type of business software solution is proven to offer time-saving benefits. For instance, its built-in templates significantly hasten form creation.
Enhanced operational efficiency: With its robust automation capabilities, tasks can be easily performed and completed.
Cost savings: Substantial financial and resource savings are achieved using efficient forms automation tools, especially when compared to using traditional paper documents.
Cutback on paper waste: Forms automation technology is designed to facilitate paperless business operations.
Optimized data entry: Automated forms creation and management streamline every relevant task, including data capture and reports generation.
Robust reporting and analytics: This solution can easily create reports that help a lot in making data-driven decisions.
What are the features of forms automation software?
These are the key features of forms automation software:
Form design and creation: Users can create new forms from scratch or generate digital versions of existing paper documents via scanning.
Centralized storage: This software stores all forms and document templates in a secure, centralized location.
Autofill: This feature simplifies the process of completing forms by setting them up to autofill specific fields with pre-set default values.
Workflow automation: This powerful function simplifies and accelerates business processes, allowing the reduction of human error and enabling users to gain significant efficiency.
Digital signature: This feature allows you and your business clients to electronically sign digital forms.
Inspection and audit: Forms automation tools enable users to easily conduct inspections and audit activities on all business forms and documents.
Offline access: Most of today’s cloud-based systems can also offer the convenience that only on-premise apps used to provide: allow forms-related processes to work even when offline. Automatic updating occurs once the business is online.
User permissions: Admin users can use granular access to various digital documents to ensure document and system security.
What is the easiest forms automation software to use?
Here are the best forms automation solutions when it comes to user-friendliness:
Form.com. This widely-used forms automation software offers smart flexibility and extensive customization. Form.com is easy to use and can be deployed using any device or operating system.
KiSSFLOW. A cloud-hosted platform, KiSSFLOW helps users to effortlessly draft and create business forms and apps or easily customize pre-built ones. It supports extensive personalization and branding requirements.
Paperform. This is a user-friendly, web-based online form builder that allows business users to streamline the design and creation of any type of digital forms. It also allows easy customization.
What is a good free forms automation software?
There are numerous free forms automation software nowadays. These three solutions are among the best:
JotForm. This free online form builder is popular for its ease-of-use and efficiency. It helps business users to create various smart digital forms for different uses.
Zoho Forms. This cost-free platform is an easy and flexible tool that allows you to create forms using a drag-and-drop editor. It is also mobile-friendly and supports anywhere, anytime access.
TypeForm. This free-to-use forms automation and survey tool is known for its flexibility, user-friendliness, and numerous features and tools.
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