Form Automation Software

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Showing 1 - 20 of 158 products
Showing 1 - 20 of 158 products

Submittable

Submittable powers you with tools to launch, measure, and grow your social impact programs, locally and globally. From grants and scholarships to awards and CSR programs, we partner with you so you can start making a difference, f...Read more

Connecteam

FrontRunners 2022

Connecteam was designed and built as a true all-in-one solution. Easily engage and manage non-desk employees with a true all-in-one mobile app. Connecteam offers a powerful, mobile-first platform that helps improve communication, ...Read more

ProntoForms

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 th...Read more

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

Forms On Fire

FrontRunners 2022

Forms On Fire is a mobile app for capturing and dispatching mobile forms such as inspections, audits, safety reports, orders, and many other tasks. Designed for businesses in construction, agriculture, field service management, fo...Read more

Fulcrumapp.com

FrontRunners 2022

Fulcrum is a cloud-based form automation solution designed for industries including construction, oil and gas, education and engineering. Features include a form builder, media management, export and import options, real-time trac...Read more

Flowfinity

Flowfinity is a solution that helps businesses automate the process of building mobile forms and applications for the management of field services. Key features include data visualization, remote access, barcode scanning, version ...Read more

4.73 (22 reviews)

Jotform

FrontRunners 2022

JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job application...Read more

Weever

Weever Forms is a digital forms solution that drives Operational Excellence through intuitive data capture, real-time workflow visibility, automated reporting and enhanced employee engagement. Weever Forms enables staff to effic...Read more

4.25 (12 reviews)

Kizeo Forms

Kizeo Forms is a mobile forms generation solution that is designed for businesses in several industry sectors, such as construction, sales, healthcare, energy, manufacturing and more. It lets team members create and share personal...Read more

4.55 (44 reviews)

Software pricing tips

Read our Forms Automation Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

iAuditor

iAuditor by SafetyCulture is an inspection checklist application that allows users to build checklists, file reports and conduct inspections through a tablet or mobile phone. The solution is designed for a wide range of industries...Read more

Pointerpro

Pointerpro is your platform to easily create assessments that allow your respondents to download personalized reports immediately. The innovative tool allows you to provide users with tailored advice at scale. This allows everyone...Read more

Kissflow Workflow

Kissflow is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries. Kissflow helps initiate...Read more

3.84 (19 reviews)

ASC Forms

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. It also p...Read more

No reviews yet

SilverBlaze Customer Portal

The Silverblaze Customer Portal is a self-service web portal solution that integrates billing, online payments, customer history and consumption information into a single web portal. The solution provides customers with self-help ...Read more

4.69 (13 reviews)

Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ...Read more

Omnidek

Omnidek is a web-based digital workspace platform that allows businesses to build collaborative environments that empower employees, vendors, and customers to communicate in one place. Best suited for medium or enterprise-siz...Read more

4.70 (10 reviews)

Form.io

Form.io is a forms automation solution, which enables businesses in banking, legal, insurance, online retail, banking and other industries to manage application programming interface (API) data for progressive web applications (P...Read more

No reviews yet

Device Magic

Device Magic is a data collection mobile app that helps businesses automate and manage the process of creating forms for mobile devices. Key features include collaboration, version control, text editing and remote access. Des...Read more

4.56 (36 reviews)

Smartsheet

FrontRunners 2022

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management to...Read more

Buyers Guide

Last Updated: May 19, 2021

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.
  •  
  • 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.