Updated January 27, 2025 at 9:52 AM
Best Forms Automation Software of 2025
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Fulcrum is a field-first SaaS platform designed to transform how organizations manage field data collection and inspections for mission-critical operations. Built specifically for the challenges of field teams, Fulcrum automates workflows, captures real-ti...Read more about Fulcrum
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 applications and register guests for ...Read more about Jotform
**Forms On Fire: Tailored Mobile Solutions for Field Service Automation** Forms On Fire offers a revolutionary mobile app designed for businesses needing to streamline their field operations across industries like construction, agriculture, and more. Our ...Read more about Forms On Fire
SafetyCulture is a mobile-first inspection platform that allows teams to digitize their operations. As an inspection management software, it enables teams to capture consistent data, identify areas for improvement, share reports and collaborate across work...Read more about SafetyCulture
Headlessforms is a backend tool that helps online form creators to receive respondents’ submissions in real-time without the need for code or other infrastructure. It allows users to add the Headlessforms Endpoint to their form to create the form. Users ...Read more about Headlessforms
Typeform is an interactive data collection tool that lets you create forms, surveys, and quizzes that people enjoy answering. By asking questions one at a time, you get more thoughtful responses and higher completion rates. Plus, Typeform’s conditional log...Read more about Typeform
UpKeep is a web-based CMMS offering a mobile-first solution for maintenance teams, streamlining operations with asset and workflow management tools. Key features include work order management, enabling users to create, assign, and complete orders via a mob...Read more about UpKeep
Zoho Forms is a data collection tool that allows businesses to create forms at one place and publish them at multiple platforms. It enables users to create and design forms, publish them, notify teams, and analyze performance. These features help in person...Read more about Zoho Forms
FSM Lite is a forms based task management solution that enables you to effectively manage your data, create and share forms, schedule, assign and track tasks and more. With FSM Lite, you can step into the cutting-edge world of advanced process flow managem...Read more about FSM Lite
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SurveyJS is a set of UI components that fully integrate in any JavaScript application; it allows you to set up a robust form management system with user access control where form creators can build, style and modify unlimited number of forms in a drag-and-...Read more about SurveyJS
You know how some companies struggle to get work done as efficiently as they should or could because of internal bottlenecks, bad data and lack of real-time coordination between back-office and front-line employees? Well, TrackVia has a way to digitize and...Read more about TrackVia
GW Apps empowers businesses with a robust no-code platform, designed for companies seeking to enhance operational efficiency through digital solutions. Create forms, automate workflows, generate reports and more, without the complexity of traditional codin...Read more about GW Apps
Formtastic is a web-based document automation solution for IBM i systems that allows users to custom design forms, checks and barcode labels. The solution caters to businesses across various industries that need to modernize and streamline their printed do...Read more about Formtastic
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Breely is like a virtual receptionist for your business. It helps you handle things like scheduling appointments, getting customer information, and talking to customers, so you can spend more time doing the important parts of your job....Read more about Breely
Submit Forms 83.3% Faster! Replace Inspection Sheets, Time Cards, Maintenance Or Safety Checklists, Job Cards & More With A Single Mobile App A no-code platform for creating data-driven apps to replace paper forms across all industries. Use our versatile...Read more about Appenate
EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data intake and automate your enterprise workflow. Start from scratch or digitize any PDF. Use smart tools like validations and condi...Read more about EasySend
Droplet is a forms and workflow automation solution that helps businesses design web forms and manage workflows. It enables organizations to collect and store business data in a centralized repository, handle approval processes with detailed business logic...Read more about Droplet
Caspio is a cloud-based, no-code, application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and community associations. The s...Read more about Caspio
DocOrigin is a document generation solution that is reliable, fast, space-efficient, cost-effective, enterprise-class, multinational, highly customizable, and one that has impeccable customer support. DocOrigin was designed to integrate with legacy and lin...Read more about DocOrigin
FormsCenter is an online electronic data capture and forms automation software. It helps small to large businesses across industries gather, store, retrieve, track and centralize information from customers, employees, and external sources. FormsCenter all...Read more about FormsCenter
EASE is cloud-based software designed to help organizations meet the challenges of increasingly complex manufacturing environments. It provides visibility into processes and audits, various types of inspections and compliance monitoring, supplier quality ...Read more about EASE
TrueContext, formerly 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 featu...Read more about TrueContext
Alboom Prosite is a cloud-based landing page solution designed to help businesses utilize built-in themes to create professional websites on a drag-and-drop interface. Influencers can add custom forms to web pages, allowing them to capture prospects' infor...Read more about Alboom Prosite
MaintainX is a leading maintenance and asset management platform built for industrial and frontline teams. It helps organizations streamline operations, enhance asset management, and empower frontline workers while delivering insights that drive efficiency...Read more about MaintainX
Startquestion is a professional survey software designed to help businesses of all sizes, freelancers, nonprofits, educational institutions and more create online questionnaires for researching employees, clients and community. Key features include email m...Read more about CustomerHero
Popular Comparisons
Your Guide to Top Forms Automation Software, May 2024
Software Advice uses reviews from real software users to highlight the top-rated Forms Automation products in North America.
Learn how products are chosenExplore FrontRunners
“Usability” includes user ratings for Functionality and Ease of Use.
“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.
Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.
Buyers Guide
This detailed guide will help you find and buy the right forms automation software for you and your business.
Last Updated on January 27, 2025When 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:
Common Functionality of Forms Automation Software
Forms Automation Software Benefits
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
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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:
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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.