Form Automation Software

Finding software can be overwhelming. We've helped many businesses find forms automation software so they can create and store digital forms and automate data entry.

Showing 1-20 of 60 products

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 the features... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

monday.com

monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members. monday.com... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Integrify

Integrify is a cloud-based project management solution that helps businesses to design forms, build workflows and track project progress. y caters to midsize and large organizations across multiple industries. The solution provides... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

ContractExpress

ContractExpress is a document automation system designed to help law firms and in-house counsels create contracts using web-based forms and templates. It allows attorneys to prepare clauses and terms to automatically deploy across... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Repsly

Repsly is a retail execution software designed for CPG teams. Its two-part solution includes a manager’s dashboard that enables leaders to deploy their field team as effectively as possible, and a mobile app that empowers teams in... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

FastField

FastField is a cloud-based solution that helps businesses build forms to collect user information on tablets and smartphones. Key features include question branching, collaboration, version control, text editing, duplicate detection... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Form.com

Form.com is a field service solution that provides tools that aim to optimize the workflow involved in traditional field service operations. Based on a variety of responses, the system triggers events that are situationally appropriate,... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Forms On Fire

Forms On Fire is a cloud-based forms automation solution for data collection and workflow task management. The solution replaces paper forms used by agents in the field with digital forms. Businesses can put their own logo in forms... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Fluix

Fluix is a platform for companies to manage business processes and bridge the gap between field and office. Field workers can fill out, sign and submit documents according to preset rules such as reassign to colleagues, email to a... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn 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

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Device Magic

Device Magic is a cloud-based solution that helps businesses automate and manage processes of creating forms for mobile devices. Key features include collaboration, version control, text editing and remote access. Designed for businesses... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

KiSSFLOW

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 process... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

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... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Zoho Forms

Zoho Forms is a data collection tool. It allows businesses to create forms at one place and publish them at multiple platforms. Its features include creation, design, publish, notify, integrate and analyze. These features help in personalizing... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Forms Manager

Forms Manager is a cloud-based solution that helps businesses automate processes for the creation and management of digital forms. Key features include collaboration, editing, version control, full-text search and remote access. Designed... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

EasySend

EasySend is a forms automation solution designed to help businesses in insurance and finance industries create documents including claims, policies, loan agreements and more on a unified platform. Employees can use conditional logic... Read more

Price:

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

MaintainX

MaintainX is a cloud-based solution that helps businesses manage work orders and employee productivity through automation of digital forms. Key features include collaboration, checklists, in-app messaging and remote access. Designed... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Formstack

Formstack is a cloud-based solution that helps businesses automate processes of creating digital forms and collecting data for surveys, leads, registrations and more. Key features include routing, file uploads, data encryption,... Read more

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Xpertdoc

Xpertdoc is a document management software designed to help manufacturing, legal, sales, insurance, healthcare and other businesses manage the creation, storage and approval of documents, contracts, policies and more. The platform... Read more

Price:

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Buyers guide


Last Updated: September 4, 2020

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.