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.

Automate 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.

In short, you can use forms automation software to create, authorize, complete, access, and manage forms without utilizing paper. Leading vendors offer enterprise forms automation software applications to cater to the needs of businesses of all sizes.

Most Popular Forms Automation Software

ProntoForms reviews
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ProntoForms

Our Score 8.8

User Satisfaction 96%

Winner of Expert's Choice Award. Mobile and customizable forms for companies that make it easy for remote workers to collect data. Read Reviews

KiSSFLOW reviews
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KiSSFLOW

Our Score 8.9

User Satisfaction 100%

KiSSFLOW takes a lightweight approach to BPM and helps business users easily design, create, and customize business applications. Read Reviews

Pardot reviews
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Pardot

Our Score 9.0

User Satisfaction 97%

Marketing automation and lead management software to set up, deploy, and handle online marketing campaigns that can boost your company’s revenue. Read Reviews

Process Street reviews
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Process Street

Our Score 8.3

User Satisfaction 96%

Process Street is a workflow and process management software with a simple and powerful interface for better scaling that empowers businesses. Read Reviews

How To Choose The Best Forms Automation Software

Forms automation software 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 apps in the market, how do you 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 of leading apps. 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 products and check if they offer a free trial: JotForm123ContactFormDatafieldTypeform, and Formstack.

Targeted Businesses

  • Small, medium-sized, and large companies can use forms automation software 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?

  • 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.
  • 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.
  • 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.

Types of Forms Automation Software

The main type of software 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.

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.

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.

List of Forms Automation Software Companies

Product name:
Category:
Smart
Score:
Price:
User
Satisf.
Support:
8.0
by quote
100%
Phone
8.4
by quote
100%
Phone
8.1
by quote
100%
Email
9.0
$19
100%
Tickets
8.4
$14.95
95%
Training
8.0
$39
96%
Tickets
8.5
$39
100%
Email
8.4
$14.95
99%
Tickets
8.6
$35
100%
Live support
8.9
$6
100%
Live support
8.5
$10.00
96%
Live support


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Our Score Read More

Our website makes use of our unique SmartScore™ mode to evaluate all the services in the Forms Automation Software category to help you choose the best possible application. It pays attention to the following elements: cruscial functionalities, collaboration features, custom elements, integrations with other services, how easy a software is to use and learn, customer support, how secure a software is, support for smartphones and tablets, media rating. At the moment, Pardot is the leader in this category and we gave it the highest score in our tests. Following thorough testing it got the best results among its competitors and our reviewers strongly suggest that you include it as one of the choices for your needs.

User Satisfaction Read More

A look at total user satisfaction with the products in our Forms Automation Software category evaluated with our unique algorythm that gathers customer reviews, comments and opinions across a wide set of social media platforms in order to help you make an educated purchase choice.

97%

100%

100%

96%

100%

96%

100%

100%

99%

95%

Pricing Read More

Every vendor in the Forms Automation Software category will offer a different set of pricing plans for its app and each plan will include a unique set of features. Below we list the overal pricing for the cheapest plan available for each service. Please note that advanced features may cost extra.

Devices Supported Read More

A summary of what type of devices and operating systems are supported by these B2B solutions in the Forms Automation Software category, including mobile platforms and web-based solutions.

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Laguages Supported Read More

Find out which languages and geographies are served by the top B2B solutions in the Forms Automation Software category, including solutions intended for international markets and prepared for multi-cultural groups of employees.

USA

UK

Canada

International

China

Germany

India

Japan

Spain

France

Russia

Italy

Dutch

Portugal

Polish

Turkish

Swedish

Pricing Model Read More

Examine what pricing models are offered by the vendors in the Forms Automation Software category to see which one matches your business requirements and expenses best. Be aware that some apps can provide free or freemium accounts for you to test first.

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

Customer Types Read More

An analysis of which kinds of customers a given B2B solution in the Forms Automation Software category is designed for, from small businesses and non-profits to large enterprises.

Small Business

Large Enterprises

Medium Business

Freelancers

Deployment Read More

A summary of what types of product deployement are offered by every B2B vendor in the Forms Automation Software category. While the majority of modern SaaS services are cloud-based certain services may offer an on-site deployment model too.

Cloud Hosted

On Premise

Open API