PerfectForms Software

About PerfectForms

PerfectForms is a business process management and forms automation software. It can be deployed as an on-premise or cloud-based solution. PerfectForms automates the workflow processes of various departments including human resources, finance, marketing, operations, sales, customer support and information technology. The solution can build and maintain workflow applications with minimum dependence on technical resources. PerfectForms builds online forms using drag-and-drop features, forms management, workflow mapping and compliance management. The solution integrates data collected in HTML forms with third-party systems and can replace static PDF forms. PerfectForms can be accessed on mobile devices as well as desktops. The solution is suitable for small, ...
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PerfectForms User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 23 reviews

Lauren

Verified reviewer

Company size: 201-500 employees

Industry: Primary/Secondary Education

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2019

Great product, great team!

It's great. I am able to create the forms my school district needs, and PerfectForms support is always there when I need a little help.

Pros

It does exactly what we want. It allows us to create powerful online forms in house without having to work directly with code.

Cons

My only complaint (if I had to come up with one) is that the forms are not responsive. Once you set the page size, that's the size it's going to be regardless of the device it's viewed on.

Response from PerfectForms

A belated thanks for the review, Lauren! We do have a mobile designer available that supports responsive design but not sure if you were aware of the feature. Please let us know if you are interested in learning more. Thanks!

Replied April 2021

Zach

Company size: 51-200 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2019

MSRB Perfect Forms

At MSRB, we do inspections for insurance companies on commercial properties and dwellings around the state. We also inspect every Fire department in the state of Mississippi and collect fire hydrant information around the state. When I started at the company, we collected all of this information on paper. Which means you would pull a trip and spend a whole week traveling around the state, doing these inspections. The next week you would complete your paperwork in the office and submit it. Pull your trip for the next week and start all over. Now we are able to submit our work to our field workers while they are in the field. Our inspectors can submit the inspections while they are still on the property. If there are any issues with the inspection, our quality control team can send the inspection back to the inspector to fix any issues or get any information that they need to complete the process. In the past, the inspector would have to make a trip back to the property to make any corrections to the inspection. Delaying the completion by two weeks. Our managers can keep track of the process from start to finish. This has eliminated unnecessary driving time, gas, and as I said before, lots of paper. Since using Perfect Forms our turn around time has been cut in half. We are saving money and the final product is a lot more professional looking.

Pros

I looked at multiple products to reduce paper around the office and in the field. Perfect Forms fit exactly what we were looking for. We are able to create our own forms and workflows. I like how we are able to capture data in the field and write to our SQL database, which is published to our website. We are able to pull this data back into a form. Our managers are able to track the full inspection process with customized Dashboards and send notifications. The software is easy to use with drag and drop tools. Perfect Forms does everything we need to perform our job. We have eliminated insane amounts of paper in our day to day operations.

Cons

Before we purchased Perfect Forms, we checked out multiple alternatives. A lot of them were straight out of the box applications that we could have started using immediately. When you start, you are given a blank canvas to build your ideas on so it takes a little time to get spun up and working, but once you have your vision laid out and a solid understanding how the program works, you can build exactly what you want. It is very easy to use. Instead of putting in a support ticket with an out of the box sollution, and most likely an associated fee, to fix any issues we have, I can fix these issues myself within minutes. With a little bit of creativity, you can build your application to look and function however you'd like.

Reasons for choosing PerfectForms

The price was one reason we chose Perfect Forms. It is very affordable. Another was the ability to send notifications and write to our SQL database.

Anonymous

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

March 2018

Working with perfectforms has been a good experience since day one.

Pros

Customer Service has been very good which I think is important for a company to set itself apart from others. But mostly what I like and why I went with perfectforms was for the ease of setting up and creating my database solution. Both the forms and reports are easy to assemble and use. And this allowed us to get all our data in one place and make it quickly accessible for all team members.

Response from PerfectForms

Thank you for sharing your feedback about your experience with PerfectForms! I will pass along the comments on our customer service to the Support Team.

Replied March 2018

April

Company size: 10,000+ employees

Industry: Security and Investigations

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2021

PerfectForms is perfect

I have really enjoyed using PerfectForms and it has helped my group immensly to go paperless.

Pros

I love the easiness of buikding a form and that we can now go paperless and all electronically for our form needs.

Cons

Wished there was a better way of getting help on building a form or have a listing of various templates to use.

Jeannie

Company size: 1,001-5,000 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2019

PerfectForms

PGSD's most used form is the Field Trip Form for our Transportation Department. Teachers are able to submit the form, then the form will route automatically to the various approval levels. This is very convenient for all approval levels and the Transportation Department.

Pros

I love the different levels of routing that PerfectForms can complete.

Cons

It is very technical, which can be difficult for someone who is not necessarily in tune to logical thinking.

Reasons for choosing PerfectForms

Because of the multiple routing capabilities. PerfectForms allows for "if this then that" conditions which help in efficiency and automation.

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