PerfectApps 2026: Benefits, Features & Pricing

It worked. We were able to build forms, add workflows, and digitize many of our business processes.

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.

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.

Our experience with PerfectApps has been fantastic since the day we signed up. We have built close to a hundred different apps which has enabled us to automate workflows across the entire globe seamlessly and without need of expensive consultants and IT support. A few quick sessions with a PerfectApps support person and we were able to take off on our own. Through PerfectApps we have automated the employee life cycle and capture of the events employee master data to our HRIS and Payroll solutions. Single entry to PerfectApp solution, approval and connection agent integration to our systems. We have leveraged to automate the System Access Management process to ensure proper authorization when adding new operators. The notification component has also enabled us to improve our SOX compliance for disabling access for terminated operators. I have been doing this for close to 35 years and I can honestly say that in those 35 years, PerfectApps is one of the most valuable and appreciated Business Partners I have had the pleasure to work with and trust me when I say that is a short list!

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.

My company had a lot of little workflows that couldn't be adequately captured in our core systems, so we had a lot workflows powered by passing an excel spreadsheet around, etc. PF is a solution that allows me to build a form and a workflow in just a few minutes to automate those processes. We use it for everything from reporting Safety incidents, to managing reservations for company properties, to approving IT new user access requests (access to our IT systems, which have to get approved by a LOT of people). It is used to manage some employee benefits that didn't fit our HR system. It manages customer complaints and resolutions. It manages an employee recognition system. In short, it fills a ton of gaps between our core systems, and allows us to do it in-house and quickly.

Overall, PaymentForms helps us connect various workflows from our different core systems. It's eliminated the need for us to consolidate reports from our disconnected systems into a spreadsheet.

Evaluations, Payment Requests, Travel Requests, and many more.

We deployed PerfectForms to automate a payment approval process. The original manual process included sending hard-copy approval forms around the globe to be signed-off by multiple board officers. Now officers can approve payments from any internet enabled device, with a few clicks. This saves a significant amount of time and manual labour.