MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

What is Enterprise Form Automation Software?

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

How was this ranking made?

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.

List of Top 11 Enterprise Form Automation Software

Why FO is free Order by:
Sponsored
  • Sponsored
  • Score
Select more products to compare
Compare selected products

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.

Select more products to compare
Compare selected products

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.

Select more products to compare
Compare selected products

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.

Select more products to compare
Compare selected products

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.

Select more products to compare
Compare selected products

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.

Select more products to compare
Compare selected products

6. Google Forms

Our score: 8.9 User satisfaction: 92%

A free cloud-based platform with built-in customizable templates for surveys, forms, and quizzes. Export functions, response validation, and automatic response summaries ensure efficient response management for a wide variety of forms.

Select more products to compare
Compare selected products

7. 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.

Select more products to compare
Compare selected products

8. 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.

Select more products to compare
Compare selected products

9. 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.

Select more products to compare
Compare selected products

10. Formsite

Our score: 8.4 User satisfaction: 89%

Formsite lets you easily build professional online HTML forms and web surveys. You can choose from over 100 pre-built web form templates that you can customize.

Select more products to compare
Compare selected products

11. PerfectForms

Our score: 8.4 User satisfaction: N/A

PerfectForms is a flexible online form building platform that also offers workflow and business process management (BPM) features.

Why FO is free Order by:
Sponsored
  • Sponsored
  • Score
  • User Score

Similar Categories:

In the event you didn't find just the solution you were looking for here's a list of various categories similar to Enterprise Form Automation Software that you might want to browse through:

Enterprise Form Automation Software Guide

Table of contents

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.

Get to Know Each Product with Free Trial

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.

Targeted Businesses

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.

What are Examples of Enterprise Form Automation Software?

These are prime examples of enterprise form software:

  • KiSSFLOW. This platform’s form designer lets you build powerful forms easily. There are more than 20 field types and you can use them in any use case. Additionally, it can integrate with other applications in the KiSSFLOW platform.
  • ProntoForms. If you have mobile workflows, you will find that they are easier to manage with this solution. This is beneficial if you have professionals in the field. They can use the forms to gather data and send the information back electronically.
  • FORM.com. Mobile work is more manageable with this app, as it has a mobile-first approach. You can enable fieldworkers to complete their tasks efficiently with this platform. Plus, you can manage workflows with this just as easily.
  • Pardot. Sales teams will appreciate this solution from Salesforce. It automates lead generation and nurturing. The solution does this with drag-and-drop forms and landing pages.
  • Jotform. This form builder simplifies the process of form creation. With this app, you can apply conditional logic, automate workflows, and even accept payments. Best of all, you can start free.

Types of Enterprise Form Automation 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.

Key Features of Enterprise Form Automation Software

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:

  • Digital signature. Clients and employees alike can affix their signatures digitally to forms and documents.
  • Centralized storage. All forms are kept in a central location that is easy to access. The storage is also secure so you can rest easy that they will not be accessed by unauthorized individuals.
  • Inspection and audit. This application allows users to thoroughly conduct audits and inspections. This is because forms would alert users in case there are fields that they missed to check or fill.
  • Workflow management. Forms can be integrated with other workflows to create a smooth system. Within the app, you can also create a forms workflow that will streamline processes.
  • User permissions. Administrators can choose the access levels of each team member using the app.
  • Offline use. Form applications are designed to be usable even in the absence of an Internet connection. This allows field workers to be productive even in remote areas. Information inputted offline will be synchronized once the app is connected to the Internet.
  • Autofill. You can set up some fields to be prefilled using information from other fields. Additionally, you can automatically fill those fields with default values.
  • Form building. Enterprise forms software have a drag-and-drop functionality you can take advantage of when building forms. You can even scan your existing paper forms and convert them into electronic ones.

Benefits of Enterprise Form Automation Software

There are many benefits that you can enjoy when you use enterprise forms automation software. Below are only a few of their advantages:

  • Improved workflows. With forms automation solutions, you can build form templates. These allow you to save time, as they can pre-populate fields with default values. On top of that, information is relayed automatically to the next person in line.
  • Enhanced operational efficiency. You can automate tasks from start to finish with the data access, gathering, and delivery capabilities of enterprise forms software.
  • Optimized data entry. Illegible handwriting is the bane of any person. So with this kind of software, you can get past that challenge. Additionally, you can capture information via OCR functionality (if any), which would reduce data entry.
  • Waste reduction. Since forms are filled electronically, you do not have to fear making mistakes. This is because you can easily change the data you enter without having to throw away paper.
  • Reporting and analytics. Apart from providing you with data collection and dissemination tools, this software can give you insightful reports as well. From these, you can find information about the use of the solution and uncover insights that can aid you in improving your workflows.
  • Cost savings. Paper may seem cheap but they are actually costly. Using forms software can help you get rid of postage costs, storage systems, and printing costs.

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.

Potential Issues

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.

Deployment Options

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.

  • Integrated vs. best-of-breed platform. If you require a standalone solution, then a best-of-breed enterprise forms automation platform is your best choice. But if your forms automation requirements are basic, then all-in-one suites with integrated forms features might be for you.
  • On-premise vs. cloud-based. On-premise solutions are implemented directly in the computers of an organization as opposed to being accessible from the cloud.
  • Subscription vs. perpetual license. The latter is more costly and gives organizations little flexibility to change vendors in case the software does not work for them. Meanwhile, subscription-based tools let them decide to continue or halt their relationship with a vendor in case something does not work out.

Selecting the Right Forms Automation Software for Your Business

These are the steps that can help you decide which enterprise forms automation software is a good fit for your organization:

  1. Outline your needs and your requirements and select a solution based on them.
  2. Take advantage of free trials and demos to evaluate software choices.
  3. Select an implementation method that works best for your organization.
  4. Determine whether a solution meets your requirements for usability, scalability, workflow customization, and integration.

Once you have done all these, you are ready to decide which enterprise from automation software to sign up for.

List of Enterprise Form Automation Software Companies

Order by:

Newest
  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
SurveyJS reviews

SurveyJS

Enterprise Form Automation Software
8.7
€499
97%
Keragon reviews

Keragon

Enterprise Form Automation Software
8.5
By quote
96%
OnTask reviews

OnTask

Enterprise Form Automation Software
8.5
By quote
94%
Google Forms reviews

Google Forms

Enterprise Form Automation Software
8.9
Free
92%
Quixy reviews

Quixy

Enterprise Form Automation Software
8.7
$20
99%
Capptions reviews

Capptions

Enterprise Form Automation Software
8.0
€15
100%
Formplus reviews

Formplus

Enterprise Form Automation Software
8.3
$20
-
Paperform reviews

Paperform

Enterprise Form Automation Software
8.5
$20
94%
Axonator reviews

Axonator

Enterprise Form Automation Software
8.0
$20
-
Metatask reviews

Metatask

Enterprise Form Automation Software
8.0
$5
-
FORM.com reviews

FORM.com

Enterprise Form Automation Software
9.0
By quote
100%
OZ e-Form reviews

OZ e-Form

Enterprise Form Automation Software
8.0
by quote
-
PerfectForms reviews

PerfectForms

Enterprise Form Automation Software
8.4
by quote
-
FAT FINGER reviews

FAT FINGER

Enterprise Form Automation Software
8.0
$8
80%
TrueContext reviews

TrueContext

Enterprise Form Automation Software
9.4
$15
96%

Things to consider when you invest in a SaaS

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.

Frequently asked questions about Enterprise Form Automation Software

What is the best enterprise form automation software?

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.

What are the benefits of enterprise form automation software?

These are the benefits that you will gain from enterprise form automation solutions:

  • Waste reduction. Since forms are filled electronically, you do not have to fear making mistakes. That is because you can easily change the data you enter without having to throw away paper.
  • Cost savings. Paper may seem cheap but they are actually costly. Using forms software can help you get rid of postage costs, storage systems, and printing costs.
  • Improved workflows. With forms automation solutions, you can build form templates. These allow you to save time, as they can pre-populate fields with default values. On top of that, information is relayed automatically to the next person in line.
  • Optimized data entry. Illegible handwriting is the bane of any person. So with this kind of software, you can get past that challenge. Additionally, you can capture information via OCR functionality (if any), which would reduce data entry.
  • Enhanced operational efficiency. You can automate tasks from start to finish with the data access, gathering, and delivery capabilities of an enterprise forms software.
  • Reporting and analytics. Apart from providing you with data collection and dissemination tools, this software can give you insightful reports as well. From those, you can find information about the use of the solution and uncover insights that can aid you in improving your workflows.
What are the features of enterprise form automation software?

You can find these key features in any enterprise form automation software:

  • User permissions. Administrators can choose the access levels of each team member using the app.
  • Offline use. Form applications are designed to be usable even in the absence of an Internet connection. This allows field workers to be productive even in remote areas. Information inputted offline will be synchronized once the app is connected to the Internet.
  • Digital signature. Clients and employees alike can affix their signatures digitally to forms and documents.
  • Autofill. You can set up some fields to be prefilled using information from other fields. Additionally, you can automatically fill those fields with default values.
  • Form building. Enterprise forms software have a drag-and-drop functionality you can take advantage of when building forms. You can even scan your existing paper forms and convert them into electronic ones.
  • Centralized storage. All forms are kept in a central location that is easy to access. The storage is also secure so you can rest easy that they will not be accessed by unauthorized individuals.
  • Workflow management. Forms can be integrated with other workflows to create a smooth system. Within the app, you can also create a forms workflow that will streamline processes.
  • Inspection and audit. This application allows users to thoroughly conduct audits and inspections. That is because forms would alert users in case there are fields that they missed to check or fill.
What is the easiest enterprise form automation software to use?

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.

What is a good free enterprise form automation software?

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.

Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

Updated

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

TOP
Share
Tweet
Share