We've helped many businesses find forms automation software so they can create and store digital forms and automate data entry. How does it work?

Form Automation Software

 
ProntoForms logo
 
ProntoForms offers cloud-based field service software that assists businesses via their web app and mobile interface. Field agents can fill out and submit invoices, work orders, and signatures within the mobile app. One of the features... Read More
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ProntoForms offers cloud-based field service software that assists businesses via their web app and mobile interface. Field agents can fill out and submit invoices, work orders, and signatures within the mobile app. One of the features... Read More
 
Pardot logo
 
Pardot, a Salesforce company, is designed for organizations that primarily focus on business-to-business (B2B) sales and marketing automation. This email marketing system offers automated support for the longer timespan and multi-step... Read More
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Pardot, a Salesforce company, is designed for organizations that primarily focus on business-to-business (B2B) sales and marketing automation. This email marketing system offers automated support for the longer timespan and multi-step... Read More
 
Canvas logo
 
Founded in 2008, Canvas is a robust, cloud-based system that caters to businesses looking to replace cumbersome paperwork and manual data entry with streamlined, customizable mobile apps. These apps are highly configurable, and are... Read More
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Founded in 2008, Canvas is a robust, cloud-based system that caters to businesses looking to replace cumbersome paperwork and manual data entry with streamlined, customizable mobile apps. These apps are highly configurable, and are... Read More
 
PerfectForms logo
 
PerfectForms is a business process management and forms automation software. It can be deployed as an on-premise or cloud-based solution. PerfectForms automates the workflow processes of various departments including human resources,... Read More
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PerfectForms is a business process management and forms automation software. It can be deployed as an on-premise or cloud-based solution. PerfectForms automates the workflow processes of various departments including human resources,... Read More
 
KiSSFLOW logo
 
KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automates business processes and tracks performance. It is suitable for business of all sizes and most industries. KiSSFLOW helps to initiate... Read More
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KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automates business processes and tracks performance. It is suitable for business of all sizes and most industries. KiSSFLOW helps to initiate... Read More

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ASC Forms logo
 
ASC Forms is a records and forms management solution for businesses of all sizes. The software can host data in the cloud or on-premise. It offers customizable form creation, a built-in search engine and version control. The software... Read More
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ASC Forms is a records and forms management solution for businesses of all sizes. The software can host data in the cloud or on-premise. It offers customizable form creation, a built-in search engine and version control. The software... Read More
 
Integrify logo
 
Integrify is a project management software solution available for deployment both in the cloud and on-premise. Key features include issue management, reporting and task management. Integrify is suitable for midsize businesses to enterprise... Read More
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Integrify is a project management software solution available for deployment both in the cloud and on-premise. Key features include issue management, reporting and task management. Integrify is suitable for midsize businesses to enterprise... Read More
 
cFlow logo
 
cFlow is a forms automation software suitable for businesses of any size. Users can create their own workflows to manage their work requirements through a workflow designer. The designer helps users create their own form fields, process... Read More
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cFlow is a forms automation software suitable for businesses of any size. Users can create their own workflows to manage their work requirements through a workflow designer. The designer helps users create their own form fields, process... Read More
 
Form.com logo
 
Form.com is a robust Field Service solution that provides intuitive tools to streamline and optimize the workflow involved in traditional field service operations. Based on a variety of responses, the system smartly triggers events... Read More
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Form.com is a robust Field Service solution that provides intuitive tools to streamline and optimize the workflow involved in traditional field service operations. Based on a variety of responses, the system smartly triggers events... Read More
 
InfoFlo logo
 
InfoFlo is a scalable, integrated CRM solution that can be accessed online or installed on premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users... Read More
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InfoFlo is a scalable, integrated CRM solution that can be accessed online or installed on premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users... Read More

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ViewCenter ECM Suite logo
 
ViewCenter by ICM Document Solutions is an enterprise-level content and document management system designed for businesses looking to automate and streamline the storage of their critical records. The program is web-based, allowing... Read More
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ViewCenter by ICM Document Solutions is an enterprise-level content and document management system designed for businesses looking to automate and streamline the storage of their critical records. The program is web-based, allowing... Read More
 
TrackVia logo
 
TrackVia is a workflow software development platform that allows users to create custom applications with a variety of uses. It is suitable for large organizations in most industries, particularly construction, manufacturing, healthcare,... Read More
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TrackVia is a workflow software development platform that allows users to create custom applications with a variety of uses. It is suitable for large organizations in most industries, particularly construction, manufacturing, healthcare,... Read More
 
Paperless Online logo
 
Paperless Online is Contact Management software for all business industries of any size. The system offers document management, case management, contract management, records management, and reporting and analytics. With Paperless... Read More
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Paperless Online is Contact Management software for all business industries of any size. The system offers document management, case management, contract management, records management, and reporting and analytics. With Paperless... Read More
 
Repsly logo
 
Repsly is a cloud-based field service software solution designed for mobile sales teams. It is suitable for small to medium-sized businesses across a variety of industries. In Repsly, users can track representatives’ locations and... Read More
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Repsly is a cloud-based field service software solution designed for mobile sales teams. It is suitable for small to medium-sized businesses across a variety of industries. In Repsly, users can track representatives’ locations and... Read More
 
PDF Share Forms Enterprise logo
 
PDF Share Forms Enterprise is a cloud-based forms automation solution suitable for business of all sizes in industries such as defense, manufacturing and finance. It integrates with Microsoft SharePoint and provides customizable digital... Read More
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PDF Share Forms Enterprise is a cloud-based forms automation solution suitable for business of all sizes in industries such as defense, manufacturing and finance. It integrates with Microsoft SharePoint and provides customizable digital... Read More

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Intellect Forms logo
 
Intellect Forms is a solution used to create business applications with forms, data, task management and customizable reports. It is suitable for business of all sizes. Cloud-based and on-premise deployment options are available. The... Read More
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Intellect Forms is a solution used to create business applications with forms, data, task management and customizable reports. It is suitable for business of all sizes. Cloud-based and on-premise deployment options are available. The... Read More

 

Buyer's Guide

by Gaby Loria,
Market Research Associate
Last Updated: May 5, 2017


When was the last time you heard someone say they love doing paperwork? Chances are you never have. For most employees, filling out forms is an annoying, if necessary, part of their workflow.

With forms automation software, businesses can cut down on the amount of time staff spends on paperwork while improving the way they record, track and store important data.

In this guide, we’ll provide the information you need to choose the right forms automation system for your team, such as:

What Is Form Automation?
Common Functionality of Forms Automation Software
Forms Automation Software Benefits
Deployment Options
Market Trends to Understand

What Is Form Automation?

Think of form automation as the creation of digital versions of your paper forms, including:

  • Applications
  • Surveys
  • Contracts
  • Work orders
  • Internal company records (e.g., financial reports)
  • Client-facing documents (e.g., invoices)

When forms are automated, there’s no need to write anything by hand—just open or create the form you need on a computer or mobile device and have it filled out electronically.

Your electronic forms can be designed to resemble the physical ones you already use, but the computerized versions usually require less work and time. Software vendors offer the tools to do this and much more.

Forms automation software provides you with the platform to create, manage, access, complete and authorize forms without using paper.

When entire companies (rather than individuals or small groups) employ a forms management system, it’s called “enterprise forms automation.” Forms automation software vendors cater to every business size. We’ll cover deployment options later in this guide.

Common Functionality of Forms Automation Software

Vendors offer a variety of functional breadth and depth in their solutions, especially the ones that cater to particular industries, such as health care, construction or field service.

Specialty-specific features aside, we’ve compiled this list of the most common capabilities in forms automation software:

Form design and creation Many vendors allow you to simply send scanned versions of your existing paper forms, and they convert them into digital ones. Or, design your own forms from scratch using a variety of templates, layouts and tools (e.g., drop-down menus, check boxes and radio buttons).
Form storage Software programs keep templates and completed forms in a centralized location, allowing users to categorize and easily retrieve documents.
Autofill Set up forms to prefill certain fields with default values. Automatically populating sections in this way makes forms easier to complete.
Digital signature Customers, clients or supervisors can sign forms electronically through the software. This is especially valuable for documents that require validation, review or approval.
Offline access Many cloud-based solutions remain functional in offline settings. Remote teams can submit automated forms through the program and the forms update on their own once internet access is regained.
User permissions Business administrators can set user roles and permissions to ensure only authorized parties within their companies have access to particular forms.

Forms Automation Software Benefits

Here are some of the ways form automation solutions can help businesses with their paperwork processes:

Top Benefits of Forms Automation Software

 

Benefits of forms automation software

 

Deployment Options

Forms automation software can be deployed in several different ways. Before you begin evaluating vendors, you'll have to choose between the following options:

Options

 

Click here for detailed definitions of these terms

 

  • Best-of-breed vs. integrated suite: If you’re strictly looking for forms automation capabilities, this will be an easy decision: best-of-breed solutions will give you exactly what you’re looking for with no excess functionalities. However, some businesses, such as marketing companies or retailers, may benefit from purchasing software that offers forms automation in addition to other useful applications in one total package. A content management software suite, for example, includes forms automation, plus e-commerce, social networking and content publishing applications.
  •  
  • Perpetual license vs. subscription license: Would you rather pay an upfront lump sum for your software or make periodic payments over time? It’s important to note that most subscription license software vendors have tiered pricing depending on the number of users; more users typically means higher monthly or annual fees.
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  • Cloud-based vs. on-premise: Since most cloud-based products allow you to update forms when you’re offline, you shouldn’t let concerns about remote access factor into this decision. However, be aware that some vendors charge fees for additional storage on the cloud.

As you begin evaluating products, you’ll notice that most cloud-based deployments require a subscription license regardless of whether they’re best-of-breed or integrated suite solutions. The one you choose will ultimately depend on your budget, needs and expected number of users.

Market Trends to Understand

As you begin the process of software comparison and evaluation, there are some emerging market trends in the field of forms automation that you should consider before making your final selection. These trends will help you understand recent developments in the field of forms automation and guide you in selecting the ideal system for your business.

Technology that enables rich content will be built into forms. Modern forms automation solutions are being developed with rich content, such as interactive content, animations and more to improve the overall user experience and decrease the chances of abandonment. Also, the rise of digital media in customers’ personal devices, such as modern input methods and new cameras, is the driving factor behind the creation of more rich content in forms.

Use of mobile forms increases. Mobile forms previously allowed only simple workflows such as approvals, but they are now expanding to encompass more critical tasks and complex forms, making them useful for field operations, real estate, field sales and insurance businesses.

Cloud-based solutions to be the priority. Forms automation software offerings are mostly cloud-based, so form data can be stored completely in the cloud.

Adoption among health care providers rises. Currently, health care providers, such as hospitals, clinics and ambulatory facilities, are continuously dealing with rising financial pressures that may directly affect the delivery of quality care among patients. So, providers are looking for innovative solutions, such as forms automation systems, to improve their overall revenue. In addition, advanced forms automation solutions are enabling hospitals to cut operating costs and optimize their revenue cycles. These solutions also ensure data integrity across the health care provider’s administrative, financial and clinical systems.

 

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