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, midsize and large enterprises in a variety of industries.
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: PerfectForms, PerfectForms
Date: March 2018
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.
Murro from Carousel Student Tours Inc
Employees number: 2-10 employees
We save at least one employee processing forms.
It allow us to receive the necessary releases and permissions.
I like that it is robustly customizable.
It saves at least one full time employee processing forms and data.
the complex workflows allow us to receive the necessary releases and permissions.
Lauren from Oxford School District
Employees number: 201-500 employees
A very powerful yet easy-to-use tool, PerfectForms has been a great asset for our school district. We've been using PerfectForms for several years now, and I've never been disappointed with our decision to go with them. PerfectForms allows me to create forms with complicated workflows and behaviors (it also allows me to create very simple forms as well, of course), and their support staff are always helpful whenever I can't figure out how to do something more advanced. I would highly recommend PerfectForms for anybody looking for a way to easily create online forms.
Boris from CAT Energy Power Systems
Employees number: 201-500 employees
We are using PerfectForms across our business for all documentation which requires work flow management or approval. Every software has its limitation, but with the eforms made through PerfectForms are limitless.
I was in a project to implement a CPQ solution which could interface with our ERP system to facilitate the expansion of our business. We extensively researched what was available in the market and found that a ready made package was quite a large investment. To trial the new processes before investing in a "proper" CPQ solution, we constructed a simple product configurator tool using PerfectForms since it was already available in the business operating the general corporate forms. It has been almost 3 years since we made our first CPQ eform, it's limitation has exceeded our expectations. Today it has developed into a sales quoting, engineering request, order management, logistic and quality control tool, all connected and interfacing with our ERP system. I personally don't think there's anything out there that can do the same at the level that has been so customized to suit our business and philosophy.
Our experience with using PerfectForms has been quite intuitive and quick when constructing the common business electronic form. If one is experienced with database, web design or workflow management, the result from using PerfectForms is even more impressive and robust enough to cater larger organisations with the complexity required. The team at PerfectForms are very helpful and responsive. The professional services that are offered will address the specific business need or project through consultation with confidence a solution can be made.
I have created forms using Visio Studio in conjunction with MS Access SQL, Dreamweaver and have attempted using SharePoint. I find them all tedious in a way where one would require a background in web development or coding to produce something that is at a professional level. With Perfectforms, the end product can be outstanding for users at a basic level of "computers". It is split into three main categories; layout, behaviour and workflow. Once understanding the relationship between the three key aspects of Perfectform construction, there should be no lack of confidence in what it can do.
All the objects such as drop downs, multi-text scroll box, check boxes etc. that are essential to producing a form is readily available and customisable from a wide library to choose from. The concept of structuring the work flow is visual which makes it very intuitive. Setting a simple to complex behaviour on an object is made easy, pre-sets like "When object is clicked, when object is shown etc." can be customised to manipulate any aspect of the form to perform any required function. Perfectforms is able to communicate with external data and run external scripts. With allowance to interface to external data and commands, it makes it capable of anything.
With everything said here, I have constructed a number of intelligent forms without having to know any coding language. I also didn't have any prior training, the boss asked me to make it work and luckily it wasn't too hard.
To be clear, we are currently using version 2.0 which is Flash base.
I think it would be nice if it is possible to import vector graphics (dxf, eps, svg, etc.) which could improve the sharpness of the visuals in comparison with raster images. Or maybe the ability to draw your own. Unfortunately our version isn't cloud base, which makes us a little limited in providing access externally. Another limitation I came across with importing videos to be embed was limited to be under 10 minutes, however there are work around for this.
Overall, the functions of the form and reporting is not limited but I wanted to push the boundaries to make it a good looking form. We do intend to look into the upgrade to HTML 5 and cloud capabilities.
If you want a tool to cover existing paper trail of your business and have all the processes to be united and managed in a certain manner, this is what you need. If there's a calling in your business establish or improve reporting through paperless processes, this what you need. If its about time to liberate your business from the dark ages, this is what you definitely need.
I have seen what has been created using Perfectforms and how it has helped transform a business with little discipline in process management to a contemporary corporate business leading its market today. It is a powerful tool when the time and effort is put in correctly.
Andrew from Sam Houston State University
Employees number: 1,001-5,000 employees
I have been using PerfectForms for several years now. Our University started with the system cloud based but after the first year moved in on site where we have continued to grow its' use all over the campus.
It is a very fast and very easy way to build out a GUI for a form or similar data collecting tool.
As a programmer the programming for non programmers way that PerfectForms sometimes handles logic can be very restrictive and it has a really hard time working with Functions and procedures in an Oracle Database.
Put all your logic and controls in behaviors it is a far easier way to teach the logic to people that do not have a background in a programming related field. It helps visually for them to follow the logic.
Jon from Absolute Software
We purchased Perfect Forms in early 2013 to implement a special pricing request and approval system for quoting. We had looked at a number of vendors in the space and chose Perfect Forms based on functionality and ease of use.
The business rules, the form itself and the approval logic were all very complex - and we also needed to integrate Perfect Forms with our CRM and Order Processing systems - but despite these challenges and the high volume of requests, the product has delivered and we have been very happy with our decision. We have since added a second renewal calculation application.
As a result, I wouldn't hesitate to recommend Perfect Forms for complex workflow applications.
Jason from Shelby County Board of Education
We use this program for many of our forms that require a workflow with conditions. The logic used to do validations and workflow decisions is very straight-forward and designer-oriented. It is a flash-based designer that renders the forms to HTML. It is the top pick of anything like it, we have seen.
Michael from Air Systems
An exceptional piece of software. It has allowed my company to save time and money. The workflow management tool has been a key function in improving operation efficiency and the application building software it simple to use.
Arnie from Summit Security Services, Inc.
As director of IT for Summit Security Services, I use PerfectForms along with our SQL and Access databases. The connectivity is seamless and fast. The connection agent allows me great flexibility and update capabilities with our existing systems. Workflow is a dream to work with. One day of training, and you're up and running on this product. I also would like to mention the excellent support you receive with PerfectForms. I usually get someone to answer my questions within the same day, and when I've had issues, a PerfectForm tech would actually get onto my computer to work the problem. I would highly recommend PerfectForms for all companies at all sizes.
Director Information Technology
Summit Security Services, Inc.
Ariane from SUSD Community Education
The quality of PerfectForms exceeds my expectations. Our educational company have been using PerfectForms for over 5 years and we are extremely pleased with the ease of use as well as the customer service. Whenever I need help, they always follow through and find the answers to any questions. Though I don't use the templates, they look very professional. I personally use the reporting feature to gather data in an excel format and share the information with my colleagues. I have recommended PerfectForms in the past and will continue to do so.
Laurent from MWS
We're using perfectforms since some years and we're always satisfied of this system.
The forms can be customized as we want and they are adapted to all screens. It's a must-have nowadays.
David from City of Palm Beach Gardens
PerfectForms is the epitome of excellence in software design that every development company should attempt to achieve. Reliable platform, unmatched versatility, a drag-n-drop "no code" solution for non-technical end users to utilize, excellent customer service, and all for a price lower than it's competitors. What more could you ask for?
(...and no they didn't pay me to write this!)
Elizabeth from University of San Francisco
My organization has used PerfectForms for several years now, starting with their On-Demand offering and then moving to their On-Premise option. I've been very happy with the solution. We had a business need to be able to develop web-based, workflow driven e-forms and we didn't want to need a programmer to do the work. PerfectForms' drag and drop interface provides us with such functionality. We've deployed simple and complex forms, all with varying degrees of work effort. Our forms have been developed by full-time staff, technical folks and even student assistants. As long as you know your business process, can articulate your rules and think logically, you'll be able to develop a powerful workflow. I'd also like to note that I've gotten some of the best customer support from their team, something I greatly value in a vendor. While no tech solution is truly "perfect", PerfectForms tries very hard to live up to their name.
Mike from University of Tennessee Martin
In use since 2007. Scalable and empowering. In processes where other tool fail, PerfectForms finds its perfect place.