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Best Forms Automation Software of 2026

Updated February 18, 2026 at 8:49 AM

image of Ines Bahr

Written by Ines Bahr

Senior Content Analyst

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Reviewed by Matt Ramsey

Software Advisor

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Reviewed by Matthew Kerbis

Contributor

On this page
  • All Software
  • Software Advice FrontRunners
  • Popular Comparisons
  • Buyer's Guide
  • Frequently Asked Questions

Forms automation software helps HR teams, operations leads, and compliance managers digitize paperwork, route approvals, and reduce manual input. Buyers face a complex landscape with over 300 tools tailored to varied document types or access controls to choose from. To help you narrow it down, I've curated a list of highly-rated productsi and the forms automation software FrontRunners based on user reviews. For further information, forms automation software buyer's guide.

Forms Automation Software

(363 products)

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Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.

Reviews: Sorts listings by the number of user reviews we have published, greatest to least.

Average Rating: Sorts listings by overall star rating based on user reviews, highest to lowest.

Alphabetically (A-Z): Sorts listings by product name from A to Z.
Jotform
FrontRunner 2026

Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It h...Read more about Jotform

Free trial
Free version
Integrations
Google Drive
Google Drive
+92 more

Jotform's Best Rated Features

4.86Goal Management

See All

Jotform's Worst Rated Features

3.57Audit Management

See All

Typeform
FrontRunner 2026

Typeform’s form builder helps you create beautiful, conversational forms without needing design or technical skills. Get started...Read more about Typeform

Free trial
Free version
Integrations
Google Docs
Google Docs
+50 more

Typeform's Best Rated Features

4.84API

See All

Typeform's Worst Rated Features

4.0Email Management

See All

EasySend

EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data in...Read more about EasySend

5.0

(3 reviews)

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+6 more
FormsCenter

FormsCenter is an online electronic data capture and forms automation software. It helps small to large businesses across indust...Read more about FormsCenter

4.4

(5 reviews)

Free trial
Free version
Droplet

Droplet is a forms and workflow automation solution that helps businesses design web forms and manage workflows. It enables orga...Read more about Droplet

Free trial
Free version
Integrations
Google Workspace
Google Workspace
+3 more

Droplet's Best Rated Features

4.93Forms Creation & Design

See All

Droplet's Worst Rated Features

4.45Archiving & Retention

See All

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16

Software Advice FrontRunners 2026

Google Forms
Google Forms
4.68

(11294)

Average Score:
93/100
Jotform
Jotform
4.66

(2728)

Average Score:
92/100
SurveyMonkey
SurveyMonkey
4.57

(10388)

Average Score:
87/100
Typeform
Typeform
4.66

(939)

Average Score:
85/100
Microsoft Forms
Microsoft Forms
4.55

(317)

Average Score:
85/100
PandaDoc
PandaDoc
4.50

(1236)

Average Score:
84/100
Cognito Forms
Cognito Forms
4.62

(135)

Average Score:
81/100
Zoho Forms
Zoho Forms
4.54

(145)

Average Score:
79/100
Youform
Youform
5.00

(40)

Average Score:
78/100
Formaloo
Formaloo
4.73

(251)

Average Score:
78/100


Best for Customization

Google Forms
Average Score:
93/100
Product screenshot
Pros:
efficient data collection and management
ease of use and intuitive interface
Cons:
lack of advanced logic and branching
limited question types and formats
Pricing:
Pricing available upon request
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Google Forms is the most requested by users for customization out of the most popular tools.

Who should use this:

Google Forms is best for teams and individuals seeking extensive customization in their forms and surveys. Our reviewers say the platform offers a wide range of question types, themes, and templates, making it easy to tailor forms to specific needs and streamline data collection.

  • Reviewers Perspective

    "Google Forms has made the task of creating forms much more practical and simple for me, allowing me to save a lot of time and improving my productivity by being able to automate the process."

    AA

    Al Aviles

    Affiliate Marketer

    Used for 2+ years

    We analyzed 758 verified user reviews for Google Forms to find out what actual users really think.

    Forms
    Teams build forms for surveys, intake, and evaluations without technical expertise. Unlimited submissions, real-time tracking, and cross-device access streamline workflows and boost productivity.

    Ease of Use
    Staff use Google Forms’ intuitive interface and drag-and-drop features to quickly create, distribute, and manage forms. No software installation is required, making it accessible for work and personal projects.

    Data Collection
    Organizations collect responses that are instantly organized in Google Sheets. Customizable question types support a range of data collection needs, and exporting data for further analysis is straightforward.

  • Key Features
    Google Forms's score
    Category average

    Customizable Fields

    4.52

    4.61 category average

    Customizable Forms

    4.52

    4.63 category average

    Forms Management

    4.62

    4.64 category average

  • Screenshots
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Best for Usability

Jotform
Average Score:
92/100
Product screenshot
Pros:
drag-and-drop form builder
user-friendly interface
Cons:
bugs and glitches in form functionality
slow and unhelpful customer support
Pricing:
Starting at $39.00 per month
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Jotform is the highest rated for its usability out of the most popular tools.

Who should use this:

Jotform is best for users prioritizing usability and a smooth onboarding experience. Our reviewers point out that its intuitive drag-and-drop interface, extensive template library, and flexible customization options make form creation quick and accessible for all skill levels.

  • Reviewers Perspective

    "I appreciate the wide variety of templates and widgets available, which allows me to customize forms for different purposes—from simple surveys to complex registration and payment forms."

    AW

    Alisha Williams

    Chapter President

    Used for 1-2 years

    We analyzed 755 verified user reviews for Jotform to find out what actual users really think.

    Form Creation
    Teams use Jotform’s drag-and-drop builder and templates to create surveys, registrations, contracts, and feedback tools. This streamlines information collection and enables customization for business, educational, and personal needs.

    Ease of Use
    Staff quickly learn and navigate Jotform’s platform, regardless of technical experience. The interface and tutorials help users and clients create, update, and share forms, making daily tasks more efficient.

    Form Customization
    Administrators adjust design elements, add conditional logic, and select from templates to match branding and workflow needs. Advanced customization is available, though some features may require a paid plan.

  • Key Features
    Jotform's score
    Category average

    Customizable Fields

    4.69

    4.61 category average

    Customizable Forms

    4.73

    4.63 category average

    Forms Management

    4.68

    4.64 category average

  • Screenshots
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Best for Quick Implementation

SurveyMonkey
Average Score:
87/100
Product screenshot
Pros:
user-friendly interface
feedback collection for business decisions
Cons:
expensive paid plans and pricing
severe limitations on free plan
Pricing:
Starting at $30.00 per month
Why we chose this:

In our analysis of Forms Automation products with the most market demand, SurveyMonkey is the most requested by users for quick implementation out of the most popular tools.

Who should use this:

SurveyMonkey is ideal for organizations needing quick implementation of surveys and data collection. Our reviewers say the platform’s ready-made templates, drag-and-drop editor, and real-time analytics enable fast setup and actionable insights with minimal effort.

  • Reviewers Perspective

    "The options for displaying survey results have allowed us to create easy summaries that aid in decision-making, employee reviews, and policy-changes."

    SL

    Shannon Larson

    Executive Assistant

    Used for 2+ years

    We analyzed 828 verified user reviews for SurveyMonkey to find out what actual users really think.

    Survey Creation
    Teams create surveys using drag-and-drop tools, diverse question types, and templates. Logic branching and real-time analytics support both simple and complex survey needs.

    Ease of Use
    Staff and collaborators access SurveyMonkey from multiple devices. The platform’s navigation and onboarding tools enable efficient survey setup and sharing.

    Data Collection
    Organizations gather and present survey responses in graphs and charts. Customizable reports and export options support actionable feedback and informed decision-making.

  • Key Features
    SurveyMonkey's score
    Category average

    Customizable Fields

    4.46

    4.61 category average

    Customizable Forms

    4.52

    4.63 category average

    Forms Management

    4.0

    4.64 category average

  • Screenshots
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Highly Rated for User Interface

Typeform
Average Score:
85/100
Product screenshot
Pros:
intuitive and user-friendly interface
extensive customization and branding options
Cons:
high pricing and expensive plans
severe limitations on free plan
Pricing:
Starting at $39.00 per month
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Typeform is the highest rated for user interface out of the most popular tools.

Who should use this:

Typeform is highly rated for users who value a modern, engaging user interface for surveys and forms. Our reviewers say its conversational design, attractive templates, and interactive question flow make surveys more engaging and boost response rates.

  • Reviewers Perspective

    "Helps me with research and making surveys through quizzes and questionnaire all i do is , just describe the form i need and AI builds it which i can edit also to make some changes."

    KS

    Kara Savasta

    Director of operations

    Used for 6-12 months

    We analyzed 547 verified user reviews for Typeform to find out what actual users really think.

    Survey Creation
    Teams design engaging surveys with one-question-at-a-time flow, customizable templates, and advanced logic. This approach supports nuanced feedback collection for education, HR, and marketing.

    Ease of Use
    Departments in marketing and HR adopt Typeform’s clean interface quickly. Form creation and completion are straightforward, enabling fast onboarding and efficient survey deployment.

    Survey Forms
    Organizations build quizzes and questionnaires using drag-and-drop tools and mobile-friendly design. Customizable templates help increase completion rates and support diverse survey needs.

  • Key Features
    Typeform's score
    Category average

    Customizable Fields

    4.62

    4.61 category average

    Customizable Forms

    4.63

    4.63 category average

  • Screenshots
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Best for Integrations

Microsoft Forms
Average Score:
85/100
Product screenshot
Pros:
ease of use and setup
integration with microsoft 365 apps
Cons:
limited design and branding customization
not suitable for complex surveys
Pricing:
Pricing available upon request
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Microsoft Forms is the most requested by users for integrations out of the most popular tools.

Who should use this:

Microsoft Forms is best for businesses seeking strong integrations with Microsoft 365 tools. Our reviewers say it seamlessly connects with Excel, Teams, and SharePoint, enabling efficient data collection, real-time collaboration, and easy analysis.

  • Reviewers Perspective

    "I like the simplicity of the forms creation and the possibility to use it for multiple different need, from simple consent forms to surveys and tests for employees."

    IB

    Ivan Brajković

    Trainer and technical support

    Used for 2+ years

    We analyzed 257 verified user reviews for Microsoft Forms to find out what actual users really think.

    Survey Creation
    Teams use Microsoft Forms to create surveys, quizzes, and polls with minimal effort. The platform offers multiple question types and customizable themes for internal and external audiences.

    Ease of Use
    Staff set up, share, and manage forms quickly, requiring little technical knowledge. Integration with Microsoft 365 simplifies workflows and enables focus on information gathering.

    Data Collection
    Businesses track responses in real time and export data automatically to Excel. Microsoft Forms supports qualitative and quantitative data collection for business and educational needs.

  • Key Features
    Microsoft Forms's score
    Category average

    Customizable Fields

    4.35

    4.61 category average

    Customizable Forms

    4.34

    4.63 category average

    Forms Management

    4.37

    4.64 category average

  • Screenshots
    0
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Highly Rated for Automation

PandaDoc
Average Score:
84/100
Product screenshot
Pros:
electronic signature functionality
customizable document templates
Cons:
document formatting and layout limitations
expensive pricing and hidden costs
Pricing:
Starting at $19.00 per month
Why we chose this:

Of the products listed on our FrontRunners report, PandaDoc is the highest rated for automation out of the most popular tools.

Who should use this:

PandaDoc is highly rated for teams looking to automate document workflows and contract management. Our reviewers say its automation features, customizable templates, and e-signature capabilities streamline document creation, approval, and tracking.

  • Reviewers Perspective

    "PandaDoc is a handy product that allows us to have electronically signed contracts we used for contract work as well as submitting to financial institutions for lending purposes."

    EY

    Emily Younker

    Bookkeeper

    Used for 2+ years

    We analyzed 679 verified user reviews for PandaDoc to find out what actual users really think.

    Document Creation
    Teams produce proposals, contracts, and agreements using PandaDoc’s templates and collaboration tools. Content locking, analytics, and secure storage support workflow efficiency, though editing complex documents can require manual workarounds.

    Ease of Use
    Managers set up and navigate PandaDoc with little technical knowledge. The intuitive interface lets both new and experienced users create, manage, and share documents quickly, streamlining daily operations.

    Contract Signing
    Businesses send, track, and manage agreements digitally. Multi-party signing, automated notifications, and contract customization help maintain compliance and keep contract workflows organized.

  • Key Features
    PandaDoc's score
    Category average

    Customizable Fields

    4.43

    4.61 category average

    Customizable Forms

    4.42

    4.63 category average

    Forms Management

    3.0

    4.64 category average

  • Screenshots
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Most Used By Education Management

Cognito Forms
Average Score:
81/100
Product screenshot
Pros:
easy form creation and setup
highly customizable form builder
Cons:
poor customer support experiences
clunky and unintuitive user interface
Pricing:
Starting at $19.00 per month
Why we chose this:

Of the products listed on our FrontRunners report, Cognito Forms is the most requested by users in education management out of the most popular tools.

Who should use this:

Cognito Forms is most used by education management teams needing advanced form features and flexibility. Our reviewers say it handles complex workflows, offers a variety of field types, and simplifies building forms for both simple and sophisticated applications.

  • Reviewers Perspective

    "I like that they take incredibly complex processes like involved forms, multi step forms in forms with complicated workflows and turn it into something that you can design in literally 20 minutes or half an hour, including testing."

    AJ

    Alec Junge

    Director

    Used for 2+ years

    We analyzed 118 verified user reviews for Cognito Forms to find out what actual users really think.

    Form Creation
    Users can quickly design, test, and deploy forms without coding knowledge. This streamlines workflows for SMBs needing both simple and complex forms, supporting a range of business needs from intake to client-facing processes.

    Form Customization
    Teams adjust field names, apply logos, and use conditional logic to tailor forms for branding consistency. This flexibility helps maintain a professional image and adapt forms to specific operational requirements.

    Ease of Use
    Staff create, manage, and share forms with a straightforward interface. This reduces onboarding time and enables efficient handling of form-related tasks, making it accessible for both new and experienced users.

  • Key Features
    Cognito Forms's score
    Category average

    Customizable Fields

    4.65

    4.61 category average

    Customizable Forms

    4.65

    4.63 category average

    Forms Management

    4.43

    4.64 category average

  • Screenshots
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Most Used By Human Resources

Zoho Forms
Average Score:
79/100
Product screenshot
Pros:
user-friendly interface
data collection and management
Cons:
expensive pricing and upgrade costs
limited customization options
Pricing:
Starting at $12.00 per month
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Zoho Forms is the most requested by users in human resources out of the most popular tools.

Who should use this:

Zoho Forms is most used by human resources teams seeking integrated data collection and workflow automation. Our reviewers point out its ease of customization, seamless integration with Zoho apps, and efficient management of HR forms and processes.

  • Reviewers Perspective

    "Customer feedback loops have been able to handle with Zoho Forms which help boost customer satisfaction in real-time."

    DD

    Doris Dibie

    Human Resources Generalist

    Used for 2+ years

    We analyzed 118 verified user reviews for Zoho Forms to find out what actual users really think.

    Data Collection
    Zoho Forms captures and manages data from customer feedback and fieldwork. Automation and cloud storage reduce manual errors and make data collection accessible online and offline.

    Client Support
    Businesses use Zoho Forms to streamline customer feedback, sales inquiries, and client data. Information stays accessible and onboarding is simplified with responsive support.

    Integrations
    Zoho Forms integrates with Zoho CRM and other applications, unifying business processes. Built-in integrations and automation features help streamline workflows, though options outside Zoho are more limited.

  • Key Features
    Zoho Forms's score
    Category average

    Customizable Fields

    4.58

    4.61 category average

    Customizable Forms

    4.65

    4.63 category average

    Forms Management

    4.70

    4.64 category average

  • Screenshots
    0
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Best for Customer Satisfaction

Youform
Average Score:
78/100
Product screenshot
Pros:
responsive and helpful customer support
easy to use and intuitive interface
Cons:
high pricing for form tools
bugs in form builder
Pricing:
Starting at $29.00 per month
Why we chose this:

Of the products listed on our FrontRunners report, Youform is the highest rated for customer satisfaction out of the most popular tools.

Who should use this:

Youform is best for those seeking high customer satisfaction, especially small businesses needing affordability and responsive support. Our reviewers say it offers unlimited submissions, strong customization, and fast, attentive customer service.

  • Reviewers Perspective

    "The customer support is outstanding: improvement suggestions, custom integrations, or special feature requests are implemented within just a few days."

    PS

    Paul Schuhman

    CMO

    Used for 1-2 years

    We analyzed 36 verified user reviews for Youform to find out what actual users really think.

  • Key Features
    Youform's score
    Category average

    Customizable Fields

    4.60

    4.61 category average

    Customizable Forms

    4.69

    4.63 category average

    Forms Management

    4.70

    4.64 category average

  • Screenshots
    0
    0

Most Rated for SMBs

Formaloo
Average Score:
78/100
Product screenshot
Pros:
form customization and design options
wide variety of templates
Cons:
frequent bugs and glitches
slow and unhelpful customer support
Pricing:
Starting at $9.00 per month
Why we chose this:

In our analysis of Forms Automation products with the most market demand, Formaloo is the most requested by small businesses out of the most popular tools.

Who should use this:

Formaloo is most rated by SMBs looking for a flexible, all-in-one form builder and data management tool. Our reviewers say it provides extensive templates, easy customization, and supports advanced workflows without requiring coding expertise.

  • Reviewers Perspective

    "The thing I like most about Formaloo is that it provides me with database as well as form builder to make advanced forms and we also get insights on form usage."

    KG

    Kalpit Goyal

    CEO

    Used for 6-12 months

    We analyzed 193 verified user reviews for Formaloo to find out what actual users really think.

    Form Builder
    Teams create surveys, quizzes, event tickets, and client portals using Formaloo’s templates and customization tools. The platform supports efficient project organization and offers advanced features like logic and database integration.

    Ease of Use
    Staff with or without coding experience use Formaloo’s dashboard and tutorials to build forms and apps. The clean interface enables quick deployment for various business needs without extensive training.

    Data Management
    Businesses collect, segment, and visualize customer information using Formaloo’s database and automation features. Folder-level access management supports secure sharing and collaboration, while basic reporting tools aid analysis.

  • Key Features
    Formaloo's score
    Category average

    Customizable Fields

    4.75

    4.61 category average

    Customizable Forms

    4.79

    4.63 category average

    Forms Management

    4.50

    4.64 category average

  • Screenshots
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Square 9
Average Score:
77/100
Product screenshot
Pros:
user-friendly and intuitive interface
workflow automation and customization
Cons:
slow document processing speed
challenging document indexing and data entry
Pricing:
Starting at $50.00 per month
  • Reviewers Perspective

    "Its performance is solid, and since we primarily use it for the retrieval of finalized AP and AR documents, it has proven to be a reliable system for accessing files when we need them—especially during accounting and tax audits."

    GC

    Greg Carls

    Vice-President of Finance and Administration

    Used for 2+ years

    We analyzed 104 verified user reviews for Square 9 to find out what actual users really think.

    Ease of Use
    Users find Square 9 intuitive and straightforward, making it easy to store, locate, and manage a wide range of documents. They appreciate features like drag-and-drop uploads, customizable search options, and a user-friendly interface that supports quick navigation and efficient daily workflows. Many reviewers highlight that Square 9 is accessible for employees with varying levels of computer literacy, and that training new staff is simplified by interactive tutorials and clear organization.

    Document Management
    Users rely on Square 9 for secure and organized document management, praising its robust indexing and advanced search capabilities. They find that storing, retrieving, and sharing documents is efficient, which helps teams collaborate and reduces the need for physical file cabinets. Reviewers note that Square 9’s document history and retention features support compliance and audit processes, while its automation tools streamline daily operations.

    Customer Support
    Users consistently describe Square 9’s customer support as responsive and knowledgeable, with quick resolution of issues and helpful guidance during deployment. They value the ease of contacting support and the collaborative approach to problem-solving, which enhances their confidence in the product. Many reviewers mention that support is available when needed, and that the company’s commitment to customer satisfaction is evident in their interactions.

  • Key Features
    Square 9's score
    Category average

    Customizable Fields

    4.60

    4.61 category average

    Customizable Forms

    4.0

    4.63 category average

  • Screenshots
    0
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Formidable Forms
Average Score:
76/100
Product screenshot
Pros:
responsive and helpful customer support
extensive customization options
Cons:
high pricing and expensive plans
steep learning curve for beginners
Pricing:
Starting at $79.00 per year
  • Reviewers Perspective

    "Formidable Forms offers exceptional flexibility, allowing us to tailor forms precisely to our customer needs. And when we do encounter a hiccup, their support team responds swiftly and thoroughly—truly one of the best I’ve experienced."

    PA

    Paul Ashurst

    Founder

    Used for 2+ years

    We analyzed 104 verified user reviews for Formidable Forms to find out what actual users really think.

    Customer Support
    Users value Formidable Forms for its responsive and helpful customer support, which consistently provides clear guidance and timely solutions. They mention that the support team is friendly, reliable, and committed to resolving issues, making the overall experience smooth. Reviewers also appreciate the wealth of FAQs, video tutorials, and ongoing development, which contribute to a positive support environment.

    Integrations
    Users appreciate Formidable Forms for offering a robust set of features that enable them to perform a variety of tasks within WordPress. They find the plugin user-friendly and mention that it comes ready-to-use with many useful modules and add-ons for expanding functionality. Reviewers note that Formidable Forms saves them time on projects, allowing them to build both simple and complex solutions efficiently.

    Formidable
    Users consistently rely on Formidable Forms for its flexibility and extensive capabilities, often choosing it over other form plugins for WordPress. They highlight the product’s smooth performance and the almost limitless range of solutions that can be created, from simple forms to advanced business applications. Reviewers mention that Formidable Forms remains their preferred choice due to its versatility and ease of use.

  • Key Features
    Formidable Forms's score
    Category average

    Customizable Fields

    4.73

    4.61 category average

    Customizable Forms

    4.77

    4.63 category average

    Forms Management

    4.94

    4.64 category average

  • Screenshots
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Process Street
Average Score:
76/100
Product screenshot
Pros:
employee onboarding and training
easy creation of checklists and workflows
Cons:
bugs and instability issues
steep learning curve for new users
Pricing:
Pricing available upon request
  • Reviewers Perspective

    "It is great for documenting tribal knowledge fairly easily and for making it quickly iterative. When our clients go "off the flow chart" I am able to adjust the process while I am working on an instance of that process and have it update all open processes immidiatly."

    RS

    Ryan Slack

    Internet Engineer

    Used for 1-2 years

    We analyzed 423 verified user reviews for Process Street to find out what actual users really think.

    Ease of Use
    Users describe Process Street as intuitive and user-friendly, with a layout that makes it easy to create, edit, and navigate processes regardless of technical skill level. They appreciate that the platform offers straightforward onboarding, helpful tutorials, and a low learning curve for most day-to-day functions, allowing teams to get started quickly. While some mention a learning curve for advanced features, reviewers generally find that Process Street is accessible and simple to use for both new and experienced users.

    Checklists
    Users find that Process Street excels at creating, customizing, and managing checklists for recurring tasks, which helps ensure nothing is missed and processes are followed consistently. They appreciate being able to assign checklist items to different team members, track progress in real time, and update templates as workflows evolve. Reviewers highlight the ability to run multiple checklists from templates, automate task assignments, and collaborate efficiently, making Process Street a valuable tool for both internal operations and client-facing procedures.

    Customer Support
    Users consistently praise Process Street's customer support for being responsive, knowledgeable, and helpful in addressing questions and resolving issues. They note that the support team is quick to reply, provides useful guidance, and is open to feedback and feature requests, which enhances their overall experience with the product. Many reviewers also appreciate the availability of resources, tutorials, and ongoing improvements, which make it easier to maximize the value of Process Street in their organizations.

  • Key Features
    Process Street's score
    Category average

    Customizable Fields

    5.0

    4.61 category average

    Customizable Forms

    5.0

    4.63 category average

    Forms Management

    4.50

    4.64 category average

  • Screenshots
    0
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FormAssembly
Average Score:
76/100
Product screenshot
Pros:
intuitive drag-and-drop form builder
customization and branding options
Cons:
non-technical user challenges
pricing transparency and cost
Pricing:
Starting at $59.00 per month
  • Reviewers Perspective

    "FormAssembly offered a richer feature set—like robust conditional logic, dynamic picklists tied to live Salesforce data, and superior connectors—which allowed us to automate more processes without custom development."

    VK

    Vamsi Krishna Gali

    Software Engineer

    Used for 1-2 years

    We analyzed 70 verified user reviews for FormAssembly to find out what actual users really think.

  • Key Features
    FormAssembly's score
    Category average

    Customizable Fields

    4.53

    4.61 category average

    Customizable Forms

    4.60

    4.63 category average

    Forms Management

    4.50

    4.64 category average

  • Screenshots
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123FormBuilder
Average Score:
76/100
Product screenshot
Pros:
ease of use and setup
extensive customization options
Cons:
expensive pricing and plan structure
payment processing and tracking issues
Pricing:
Starting at $37.00 per month
  • Reviewers Perspective

    "A solid form builder with surprisingly robust calculator features."

    KM

    Kevin McKenzie

    IT

    Used for 2+ years

    We analyzed 132 verified user reviews for 123FormBuilder to find out what actual users really think.

    Ease of Use
    Users consistently highlight the ease of use in 123FormBuilder, noting its intuitive interface and straightforward navigation for building and managing forms. They appreciate how the platform streamlines the process, making it accessible for both technical and non-technical users, and allowing instant changes and efficient workflow. Although some reviewers suggest the interface could benefit from modernization and clearer visual design, they still find the overall experience user-friendly and practical.

    Customer Support
    Users report that 123FormBuilder provides reliable and responsive customer support, with helpful staff who address questions and technical issues promptly. They value the availability of support through various channels, including live chat and email, and mention positive experiences with guidance during setup and troubleshooting. While most users are satisfied with the service, some note slower response times for free users and suggest further improvements to support quality.

    Integrations
    Users appreciate that 123FormBuilder enables them to connect their forms with popular platforms such as Wix, Mailchimp, and Google Drive, enhancing their workflow and lead management. They find the integration process flexible and straightforward, allowing for seamless embedding and customization within websites and marketing tools. Although most integrations work well, some users mention difficulties with specific tools, limited payment gateway options, and a desire for additional integrations like Quickbooks and webhooks.

  • Key Features
    123FormBuilder's score
    Category average

    Customizable Forms

    4.57

    4.63 category average

    Forms Management

    4.50

    4.64 category average

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SurveyJS
Average Score:
76/100
Product screenshot
Pros:
exceptional customer support responsiveness
smooth and enjoyable user experience
Cons:
insufficient documentation for advanced features
difficulty with complex customization
Pricing:
Starting at €499.00 one time
  • Reviewers Perspective

    "This library is an incredibly complete and flexible tool that covers almost every use case you could imagine. Whether you're building simple surveys or complex dynamic forms, SurveyJS provides the perfect balance of power and ease of use."

    CL

    Catalin Lungu

    Discipline lead

    Used for 6-12 months

    We analyzed 23 verified user reviews for SurveyJS to find out what actual users really think.

  • Key Features
    SurveyJS's score
    Category average

    Customizable Fields

    5.0

    4.61 category average

    Customizable Forms

    4.50

    4.63 category average

    Forms Management

    5.0

    4.64 category average

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Forms On Fire
Average Score:
75/100
Product screenshot
Pros:
responsive and knowledgeable customer support
user-friendly interface and navigation
Cons:
steep learning curve for form creation
bugs and glitches in features
Pricing:
Starting at $20.00 per month
  • Reviewers Perspective

    "These forms have also been great with court cases and getting invoices paid because we are able to see approvals and signatures from our customers. Since we first started, we have added new forms and divisions and implementing the app to the daily routine of our guys has been easier than ever."

    AS

    Alexandria Snodgrass

    Restoration Coordinator

    Used for 2+ years

    We analyzed 126 verified user reviews for Forms On Fire to find out what actual users really think.

    Customer Support
    Users value the responsiveness and expertise of the Forms On Fire customer support team, noting that their questions and issues are addressed quickly and thoroughly. They appreciate having knowledgeable staff available to guide them through setup, troubleshooting, and ongoing use, which helps keep their operations running smoothly. Many reviewers highlight that the support team is attentive, provides clear solutions, and offers resources such as tutorials and one-on-one sessions, making the experience efficient and reassuring.

    Form Building
    Users find Forms On Fire's form building capabilities flexible and user-friendly, allowing them to create customized forms for a variety of business needs without requiring coding expertise. They mention that the platform offers a clear interface, a wide range of templates, and options for both simple and complex forms, which streamlines the process of designing, editing, and deploying forms. Reviewers also appreciate the ability to quickly update forms, automate workflows, and leverage built-in features for professional results.

    Data Collection
    Users rely on Forms On Fire for efficient data collection, highlighting its ability to capture, manage, and report information from remote or offline locations. They note that the platform supports real-time data entry, customizable formats, and seamless export to other tools, which enhances workflow automation and data accuracy. Reviewers also appreciate features such as offline functionality, secure data handling, and the ease of sharing collected data with relevant stakeholders.

  • Key Features
    Forms On Fire's score
    Category average

    Customizable Fields

    4.81

    4.61 category average

    Customizable Forms

    4.89

    4.63 category average

    Forms Management

    5.0

    4.64 category average

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PlatoForms
Average Score:
74/100
Product screenshot
Pros:
ease of use for form creation
user-friendly interface and navigation
Cons:
difficulty editing uploaded pdfs
limited form customization options
Pricing:
Starting at $12.00 per month
  • Reviewers Perspective

    "I also like the fact that it allows workflows, allowing us to have multiple people complete a form."

    ED

    Eugene Durshpek

    IT Manager

    Used for 2+ years

    We analyzed 68 verified user reviews for PlatoForms to find out what actual users really think.

    Forms
    Users find PlatoForms valuable for creating interactive, embeddable forms that can be easily shared and filled out online. They appreciate the platform's ability to generate PDFs from submissions, streamline workflows, and simplify the process for both creators and respondents. Many users highlight the ease of designing forms, the professional appearance of documents, and the convenience of organizing and tracking multiple forms in one place.

    Ease of Use
    Users consistently describe PlatoForms as easy to use, with an intuitive interface that makes information gathering straightforward and efficient. They note that the drag-and-drop features and clear layout help both beginners and experienced users quickly create, edit, and deploy forms. Many reviewers mention that the platform is user-friendly for both administrators and clients, making customization and navigation simple and accessible.

    Customer Support
    Users often praise PlatoForms for its responsive and helpful customer support, noting quick replies and a willingness to implement new ideas or features. They appreciate the support team's efforts to address inquiries and provide assistance, even across different time zones. However, some users mention occasional delays in response times and challenges reaching customer service, especially when their business hours do not align with the support team's location.

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Methodology 

The research for the best Forms Automation software list was conducted in October 2025. We evaluated data (user reviews and demand signals) from the past 24 months as of the research date. Read the complete methodology.


Buyer's Guide

This detailed guide will help you find and buy the right forms automation software for you and your business.

Last Updated on June 10, 2025

Here's what we'll cover:

What you need to know about forms automation software

What is forms automation software?

Essential features of forms automation software

Benefits and competitive advantages of using forms automation software

How to choose the best forms automation software for your business

Software related to forms automation software 

What you need to know about forms automation software

Forms automation software transforms manual processes into efficient digital workflows. It enhances data accuracy, accelerates processing, and reduces operational costs, helping SMBs to focus on strategic tasks rather than administrative burdens. Forms automation software can be used for medical practices, law management, human resources, financial services, education institutions, and real estate agencies.

Our site has over 350 different forms automation vendors, and in the past two years, we’ve published over 3,600 reviews to help users find the perfect fit. [1]

In terms of pricing, most form automation software products are priced on a per month subscription basis that scales based on the number of forms, the amount of storage needed, or how many users need access to the system. Typical prices range from $17 per month for a basic system to $50 per month and more for advanced platforms. [2]

There are also free versions of form automation software on the market, but Mathew Kerbis, founder of  Subscription Attorney LLC [3], advises businesses not to use those: “Using free versions means you're paying with your data, which isn't ideal for client information. Even if providers assure you they won't use your business data for training or other purposes, I wouldn’t take the risk, especially because you can easily find perfectly affordable paid solutions.”

When evaluating forms automation software, consider these questions:

  • What is our budget for forms automation software?

  • How many users will need access to the software?

  • Are there specific integrations required with existing systems?

  • Does the software provide customizable templates to suit our needs?

  • Can it automate workflows effectively to match our business processes?

  • Is the software capable of handling necessary data migrations?

  • How user-friendly is the interface for non-tech-savvy staff?

Because there are so many different vendors, choosing the right option can be a daunting process. In this guide, you’ll learn about the features and benefits of forms automation software and get step-by-step guidance on choosing the right solution for your business. You’ll also get analyst tips and advice, including insights from experienced project management software advisor Richard Ramsey. 

What is forms automation software?

Forms automation is the creation of digital versions of paper forms, including:

  • Applications

  • Surveys

  • Contracts

  • Work orders

  • Internal company records (e.g., financial reports)

  • Client-facing documents (e.g., invoices)

Such software provides a platform to create, manage, access, complete, and authorize forms without using paper. Forms automation software vendors cater to every business size. 

“What I love about forms automation software is you could do any kind of questionnaire form. You can do multiple choice or fill in the blank. They really give you the broad flexibility to make whatever sort of form that you want,” says Mathew Kerbis.

Essential features of forms automation software

All forms automation software systems include form creation/design and file storage features as standard, and most share a variety of common features such as customizable forms, forms management, and third-party integrations. We analyzed thousands of reviews to determine what we believe are core features of forms automation software. [1]

Core forms automation software features

Form creation & design

Create and design new forms from scratch using templates and design tools, or scan and store existing forms into the system. 91% rate this feature as critical or highly important.

Process/workflow automation

Streamline repetitive tasks through automated and predefined workflows. 76% rate this feature as critical or highly important.

Common forms automation software features

Customizable forms

Adapt forms to collect specific information. 93% rate this feature as critical or highly important.

Forms management

Store, manage, and track all forms in a centralized location. 92% rate this feature as critical or highly important.

Electronic signature

Allow users to digitally sign online forms. 74% rate this feature as critical or highly important.

Approval process control

Manage the process of evaluating documents or requests submitted for approval.

Autofill

Automatically populate fields or sections within a form.

Conditional logic

Capability of a software or system to make decisions and perform actions based on specified conditions.

Third-party integrations

Set up connections to third-party platforms to improve business processes.

"A solid, well-functioning form, used by both potential and existing clients, automatically feeds data into your other platforms via integrations. This creates a streamlined and automated process for onboarding, information gathering, lead generation, and more, significantly reducing manual administrative work," explains Kerbis.

Benefits and competitive advantages of using forms automation software

Improved business productivity, efficient survey creation, streamlined workflow management, and automation are the top-rated benefits of forms automation software. These features directly address essential business needs, including data collection and enhanced communication across teams.

  • Enhanced team collaboration and sharing: Facilitates seamless communication by allowing teams to share forms, comments, and approvals, ensuring everyone is on the same page and has access to the latest information.

  • Greater productivity: Boosts efficiency by automating routine tasks, reducing manual data entry, and minimizing errors, enabling teams to focus on strategic activities that drive business growth.

  • Efficient survey creation: Simplifies the process of designing and distributing surveys, making it easier to gather valuable insights and feedback from clients, employees, and stakeholders.

  • Improved workflow management and automation: Streamlines operations by automating workflows, ensuring tasks are completed on time and freeing up resources for more critical business functions.

“If you're unsure about where to start, you could get some help of GenAI. The technology is really good at helping you with that blank page. You can chat with your favorite GenAI tool and ask: I wanna create a forum to do this and then it will give you ideas. And now you build it in the form,” suggests Kerbis. 

Emphasizing the value of AI, Richard Ramsey adds: “AI can be used for project and content management, like streamlining your content, being able to prioritize pieces of content according to the project, and being able to convert documents into editable form just using an algorithm.” 

How to choose the best forms automation software for your business

Step 1: Define your requirements

Start by defining your specific needs. Consider the types of forms you frequently use, the volume of data you handle, and any compliance requirements. These factors will guide you to a system that aligns with your current processes and supports your long-term goals.

Requirements could also include software functionality, budget, training assistance, data migrations, and necessary integrations. Data migration from existing systems like customer relationship management (CRM) and accounting tools can be a hidden cost as vendors often manage these migrations for a fee, so discuss this during evaluation.

What is the cost of forms automation software?

A typical, basic platform can cost $17 per month while you can expect to pay $50 per month for mid-range systems and higher for advanced tools. However, it’s important to note that pricing can vary based on factors like user count, required features, and integration needs.

Integration considerations for forms automation software

Ensure the software integrates with your current systems. For example, linking forms automation with CRM or document management systems can streamline data flow and enhance productivity. Check integration capabilities for the exact systems you use, as different software versions can impact compatibility.

Industries like healthcare and finance can benefit from integrating forms automation with their existing systems, ensuring compliance and efficient data handling. On the other hand, marketing teams can integrate their forms automaton tool with CRM systems to streamline client interactions and data collection.

Be aware of potential drawbacks

While forms automation software offers many benefits, potential pitfalls exist. Complexity can overwhelm users, especially in smaller businesses without dedicated IT support. Additionally, over-reliance on automation may reduce flexibility in handling unique cases, so ensure your team remains adaptable and engaged in problem-solving.

“When you do make some changes in terms of the data collection, sometimes it might be better to just make a new form,” explains Kerbis. 

Step 2: Make a shortlist 

With numerous options available, selecting the best forms automation software can be challenging, so start by compiling a shortlist of the most promising vendors. Use resources like our FrontRunners report to compile a shortlist based on user ratings and features. Only products that earn top user ratings make this list. Check out our full methodology description for more detail on how the report is compiled.

For more help creating a shortlist and a free comparison chart, check out our Ultimate Software Vendor Evaluation Guide. This will help you compare software evaluation criteria for each prospective vendor by tracking aspects such as functionalities, support offerings, costs, and deployment options.

Step 3: Pick your best option

Once you’ve got your shortlist, start reaching out to vendors to schedule demos. Vendor demos are crucial for exploring features and asking questions. Prepare by compiling a list of questions about customization, integrations, and support to make an informed decision.

How to prepare for vendor demos

Ask vendors about software customization to fit your specific needs, available integrations, and the support and training they provide. Here are five important questions to ask: 

  1. How customizable is the form builder, and can it handle complex conditional logic without coding?

  2. What are your most robust integrations with our existing key systems (e.g., CRM, human resource information systems (HRIS)), and are they out-of-the-box or require custom development?

  3. What specific workflow automation capabilities does the software offer, including complex approvals and triggered actions?

  4. What security measures are in place to protect sensitive data, and is the software compliant with relevant privacy regulations?

  5. What is the total cost of ownership beyond the subscription fee, including potential charges for setup, integrations, or exceeding usage limits?

Step 4: Successful implementation of the new forms automation software

After selecting your software, focus on implementation. Establish clear communication plans, provide training, and start with a pilot project to test the software’s performance. These steps will ensure a smooth transition and successful adoption across your team.

“You should always troubleshoot your forms and fill out your own form to make sure that it works, because there are hidden settings,” advices Kerbis. 

Software related to forms automation software 

Depending on which forms automation software you choose, you may need to supplement some features with related software systems in order to cover all your business operations. Some types of software that are closely related, but may or may not be included in your forms automation system, include:

  • Business process management software: Helps organizations design, execute, monitor, and optimize business processes to improve efficiency and achieve strategic goals.

  • Content management software: Enables users to create, manage, and publish digital content, facilitating collaboration and ensuring consistent branding across various platforms.

  • Contract management software: Streamlines the creation, negotiation, and management of contracts, ensuring compliance and reducing the risk of errors or missed deadlines.

  • Document management software: Organizes, stores, and retrieves digital documents, enhancing accessibility, security, and collaboration within an organization.

  • PDF editor software: Allow users to create, edit, and convert PDF files, providing flexibility and control over document formatting and content.

  • Survey software: Facilitates the creation and distribution of surveys, enabling businesses to collect and analyze feedback for informed decision-making.


About our contributors

Author

Ines Bahr is a senior content analyst with nearly 10 years of experience in content marketing. Her research supports companies in driving digitalization and innovation. She is an expert in helping small and medium-sized businesses find the right software for their needs.

Her areas of expertise are human resources, cybersecurity, and digitalization strategies. Her insights are based on more than 30 studies she has conducted, and her software recommendations are based on the analysis of over two million user reviews on Software Advice and are built on precise methodologies.

Major media outlets such as Spiegel, Heise, MSN, IT-daily, and Business Insider have reported on Ines' research, and she has also participated in events as a speaker, produced podcasts, and given interviews.

Editor

Mehar Luthra is a team lead at Software Advice and specializes in editing reports that cover the latest trends affecting small businesses. With nearly a decade of experience, she has edited a multitude of research articles, top-rated software reports, and thought leadership articles for diverse markets such as Brazil, Japan, Canada, France, Australia, and India. She finds it particularly rewarding to produce content that provides small-business owners with practical tips and helpful advice on topics such as the digitalisation of small businesses, eCommerce trends, and HR developments.

Armed with a double bachelor’s in law (LL.B.) and business economics from Delhi University, she won a full scholarship to study for a master’s in creative writing at the National University of Ireland, Galway. In addition, she has written blog articles spanning a variety of topics such as fiction and non-fiction books, mental health and anxiety, the latest restaurants, and more. Her articles have been featured in Ireland’s national magazine The Village, among other publications. A die-hard journaling fan, she enjoys watching psychological thrillers, reading fiction books, and drinking iced coffee (even in the winter).

Advisor

Richard Ramsey is a software advisor who joined the Software Advice advisor team in 2016 and is based in Austin, Texas.

As a software advisor, Richard works directly with small business leaders seeking to find the right HR, CRM, accounting, project management, and manufacturing software. They connect businesses with best fit software providers by assessing technology needs through one-to-one conversations and providing a short list of potential matches.

Their favorite part of being a software advisor is connecting small businesses with software that helps grow their businesses. They hold a bachelor's degree in criminal justice, and are experienced in retail management and social work.

Contributor

Matthew Kerbis is an experienced legal counsellor, public speaker, and founder of Subscription Attorney LLC. His mission is to help business owners revolutionize their legal operations and empower industry professionals by sharing how AI and automation insights can elevate their practices.


Sources

  1. Software Advice reviews data: Software Advice reviews are collected from verified users for individual software products. For this report, we analyzed reviews from the past year as of the production date. Read the complete methodology.

  2. Software Advice software pricing data: Only products with publicly available pricing information and qualified software products within the category, as of December 2023, are included in the pricing analysis. Read the complete methodology.

  3. Mathew Kerbis, LinkedIn

Forms Automation FAQs

  • What is a form of automation?

    Form automation refers to the use of software to streamline the creation, distribution, and processing of digital forms, reducing manual data entry and enhancing efficiency.

  • Can you automate form filling?

    Yes, form filling can be automated using software tools that capture and input data automatically, saving time and minimizing errors.

  • What program can I use to create a fillable form?

    Jotform is the forms automation software that received the best overall rating on Software Advice.

  • Is there an AI that fills forms?

    Yes, AI technologies can automate form filling by extracting and inputting data from various sources, improving accuracy and efficiency in data processing.

  • Which is the best forms automation software?

    Jotform is the forms automation software that received the best overall rating.

Related Forms Automation Software