Enterprise form automation software is a solution businesses can use to cut down the time their workforce spends on paperwork. At the same time, this type of software enables users to store, record, and track critical information in a timely and efficient manner. With this, you can say goodbye to paper documents, as this will let you digitize forms, reports, invoices, work orders, contracts, surveys, and even job applications. Show more
By automating forms, you do not need to grab a pen and paper to gather information. You only have to bring up a form on your device and fill it up. If you do not have one that suits your purpose yet, you can easily build one from scratch. This takes up less time. Plus, digital forms are safe since they are stored under strong security. Despite that, retrieving them is an easy task. Start by checking our leader TrueContext, and other recommended solutions in this category.Show less
To prepare this ranking of best Enterprise Form Automation Software we have researched leading apps currently present on the market, analyzing their features, how easy are they are to learn, customer support, available integrations with other systems and mobile support with our unique SmartScoreTM rating algorithm. This ranking has been prepared by Nestor Gilbert, our B2B expert responsible for the Enterprise Form Automation Software category.
Enterprise form automation software can help your organization do away with paper-based documents without compromising security. This is because they enable you to create forms that fit every scenario in your company. Additionally, they have a library of pre-made forms that you can customize to further suit your requirements. You do not even have to worry about security because they are safely stored in the cloud. As well, you have the privilege to choose the permissions of users to heighten security. But there are plenty of enterprise form software out there that have these features and more. So how do you choose the best one for your organization? This buyer’s guide outlines the features, benefits, and other factors to consider in your decision-making process so you can be well informed.
You can start narrowing down your list of choices by signing up for free trials or demos. Leading enterprise forms automation solutions would offer either one, sometimes both. Take advantage of these to test drive the products and see first-hand which one works best for your employees and the company as a whole. You can begin your search with KiSSFLOW, ProntoForms, and FORM.com.
Medium-sized companies, large businesses, and multinational corporations can utilize enterprise form automation software. This can help them go paperless and facilitate the flow of information from and between the end-users and members of the organization.
Some businesses may require specialized enterprise form software, which vendors can provide upon request. This is especially true for organizations in the health, field service, and construction industries.
These are prime examples of enterprise form software:
There are two main types of enterprise form automation. These are the general applications and the specific use-case platforms. The former is common, and organizations in a wide array of industries can utilize it. Some examples even have customization capabilities.
Meanwhile, the latter are designed for particular use cases. For instance, there are applications that are for the sales team. As well, there are solutions designed particularly for use by HVAC and similar field workers.
While every software would have its own unique features, there are still tools that are common among them. These are the key features that you will find in every enterprise form automation platform:
There are many benefits that you can enjoy when you use enterprise forms automation software. Below are only a few of their advantages:
There are basic forms software and then there are innovative enterprise forms solutions that keep up with the trends. Knowing what are the latest goings-on in the forms automation software niche will allow you to choose a tool that is modern and updated:
Rich content
Gone are the days when forms tools are composed of basic form fields that only accept text entries. The latest enterprise forms automation systems now enhance user experience by allowing rich content. That means you can now add animations and other interactive content.
Increased use of mobile forms
Mobile forms used to be exclusive for simple information input and approvals. Now, though, they are more complex, which means industries with a lot of fieldwork can rely on them for most of their workflow.
Enterprise form automation platforms are great tools for any business. However, there may be issues that you can encounter when using this kind of software. Here are a few to be mindful of:
Potentially steep learning curve
It is easy to think that the more features a platform has, the better it is for you. That mindset is not the best, though—it is actually a pitfall. Choose only the solution that has the essentials you need. Do not overcomplicate things by selecting software that has interesting bells and whistles because they might not work for you. Additionally, stick to a user-friendly, no-code solution if you are going to manage forms automation workflows.
Using automated forms for email marketing
One more potential issue to watch out for is the use of enterprise forms automation for email marketing. Make sure that you have your workflows set up well so that you can gain actionable insights from your forms. If not, you might miss some data that could help you improve your marketing, as well as your forms building and workflow.
There are several ways to deploy enterprise forms automation software in your organization. Before you sign up with a vendor, decide first how you want to implement the solution.
These are the steps that can help you decide which enterprise forms automation software is a good fit for your organization:
Once you have done all these, you are ready to decide which enterprise from automation software to sign up for.
Order by:
Choosing a an apt SaaS program from the scores of good quality apps out there can be a difficult task. To assist you, we have created this quick primer. Find out if the SaaS provider offers the following benefits:
Reduced Cost: Most SaaS solutions 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 employees.
Fast Set-up Time and Minimized Risk: You should be able to implement the SaaS system quickly and easily. Make use of the free trial to understand if the system fits your requirements. If you select a wrong system, you can bail out easily 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 system should provide robust security. Pick a vendor whose databanks are more secure than those in your office to maximize the benefits.
The Infrastructure: The vendor should offer the required infrastructure so that you need not host anything in-house or require the help of internal IT resources.
Web Access: Your staff members should be able to access data anywhere, anytime. To assist them be industrious on the go, choose a provider that offers mobile apps that are compatible with popular operating systems.
Consider all the six important factors mentioned above to select the perfect solution for your requirements.
The best enterprise form automation software is KiSSFLOW. Its form designer comes with a simple visual builder. Yet, you can create powerful forms using it.
Aside from a drag-and-drop functionality, the solution offers a resizing tool. Plus, you can brand the forms. And to ensure that everything looks good on any screen, you can preview the forms you build on mobile.
KiSSFLOW also goes beyond simple text-only form fields. It allows you to add signatures, images, and more. Additionally, you can In this way, you can have a form ready for any situation.
These are the benefits that you will gain from enterprise form automation solutions:
You can find these key features in any enterprise form automation software:
Ease of use is a primary requirement of any organization when it comes to any solution. That is why we identified the top three enterprise form automation software solutions that are known for their user-friendliness:
FORM.com. This software is widely used because of its ease of use. It is also known for its flexibility. Plus, it provides extensive customization so you can mold it to your specifications. You can also use it with ease on any device or operating system.
KiSSFLOW. Creating rich forms and complex forms workflows is easy with this software. It has a no-code platform so you can build rich forms and workflows. Plus, you can capture as much data as you want with tables.
Quixy. This forms solution is a versatile, no-code software. Apart from letting you build rich forms, it enables you to create business solutions at top speed. The interface is easy to get around in and menus are customizable, too.
Plenty of software vendors offer free versions of their solutions. These can be basic versions but would still have the essential tools to help you stay productive. Here are a few examples:
Jotform. You can start creating powerful forms for free with Jotform. Even with its costless tier, you have access to all its features. The only limitations lie in the number of forms you can create, the number of fields you can add to forms, and the number of form submissions allowed.
Zoho Forms. Rich forms are possible with Zoho Forms and the best thing is you can start building them for free. You can share your forms online and connect them with other Zoho apps as well.
Google Forms. This solution from the tech giant is a free one. Although business and enterprise users can take advantage of more sophisticated features offered in paid tiers. The app lets users create and share online forms and analyze responses as soon as they come in.
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