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 ProntoForms, and other recommended solutions in this category.Show less
In order to devise this list of best Forms Automation Software we have analyzed 134 popular systems currently available on the market, comparing their features, ease-of-use, customer support, available integrations as well as mobile support using our patented SmartScoreTM rating system. This ranking has been created by Louie Andre, our software authority dedicated to the Forms Automation Software category.
ProntoForms, 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.
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.
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.
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.
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.
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.
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.
This is an intelligent and dynamic online and mobile restaurant inspection software that is designed to help streamline inspection tasks and guarantee operational quality, safety, and compliance. It supports customized branding, allows offline mode, and offers dynamic forms that automatically change based on locations, users, and tasks.
Typeform allows you to make an unlimited number of beautiful online forms and surveys. These fun-to-fill forms are cross-device ready and result oriented. It offers powerful features like data export, 128-bit SSL encryption, free API, and extensive integration to more than 200 third-party services via Zapier.
A cloud restaurant management software designed to automate and simplify task management. Many businesses trust this all-in-one solution for more efficient management of their staff, processes, and their entire business operations. It provides robust functionalities for team communication, employee training, staff scheduling, task automation, etc.
A business processes and workflow management software that simplifies and streamlines the way enterprises manage and control their internal processes so that teams are able to perform repetitive tasks effectively on a consistent basis.
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.
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.
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.
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.
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.
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.
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:
There are plenty of cloud-based SaaS programs available in the market and this makes it difficult for a firm to select a suitable tool for their requirements. The first thing to consider is usability. Be clear about the changes needed for your team’s processes and workflow when you implement the software. Procure a program that adapts to your processes and not the other way around.
The second feature to consider is the user interface. It should be simple and easy to use so that your staff members get the hang of it quickly. Get them involved in the selection and usage process, and analyze their daily needs to find a good fit. Make the users look at the demos and try out the free trials and get their reviews.
The third important feature is scalability. Select a tool that can grow with your organization. Though many SaaS vendors offer enterprise plans, these are costly for a lot of businesses. So, check if the product allows you to export your data and migrate to another software if required. In fact, pick a provider that allows you to export your data as you can trust their honesty and they are the proper type of SaaS brands you should look to associate with.
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.
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 forms creation.
Enhanced operational efficiency: With its robust automation capabilities, tasks can be easily performed and competed.
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.
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 process 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.
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.
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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