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MaintainX

MaintainX is a web-based CMMS tool that can be used on mobile devices. It aims to improve workflow completion and strengthen team communication. It can be used by operational teams in small to large businesses. This solution allow...Read more about MaintainX

FSM Lite

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 adv...Read more about FSM Lite

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Typeform

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, ...Read more about Typeform

IntakeQ

IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment sche...Read more about IntakeQ

SafetyCulture

iAuditor by SafetyCulture is an inspection checklist application that allows users to build checklists, file reports and conduct inspections through a tablet or mobile phone. The solution is designed for a wide range of industries...Read more about SafetyCulture

UpKeep

UpKeep is an Asset Operations Management solution that helps businesses scale by giving every Maintenance and Reliability team the tools and information they need to run Operations efficiently and effectively. From your desktop to...Read more about UpKeep

GoAudits

GoAudits is an all-in-one inspection platform that helps retail chains, telecommunication companies, food manufacturers, construction companies conduct standard, quality, and safety audits. Businesses can easily plan and schedule ...Read more about GoAudits

Bitrix24

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

monday.com

monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com

PaperSurvey

PaperSurvey is a cloud-based survey management software that helps organizations create, collect, print, scan, and upload surveys from a unified platform. It lets staff members customize survey designs, organize page orders, and a...Read more about PaperSurvey

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Startquestion

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. Ke...Read more about Startquestion

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ASC Forms

ASC Forms is a records and forms management solution for businesses of all sizes. The software can host data in the cloud or on-premise. It offers customizable form creation, a built-in search engine and version control. It also p...Read more about ASC Forms

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Sonadier

Sonadier is a cloud-based forms automation solution which enables small to midsize businesses to create their own database and custom applications. The solution allows users to build digital forms using a drag-and-drop editor...Read more about Sonadier

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FORM OpX

FORM OpX is a field service solution that provides tools that aim to optimize the workflow involved in traditional field service operations. Based on a variety of responses, the system triggers events that are situationally approp...Read more about FORM OpX

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TrueContext (formerly ProntoForms)

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 th...Read more about TrueContext (formerly ProntoForms)

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Salesforce Marketing Cloud Account Engagement

Pardot, a Salesforce company, is designed for organizations that primarily focus on business-to-business (B2B) sales and marketing automation. This email marketing system offers automated support for the longer timespan and multi-...Read more about Salesforce Marketing Cloud Account Engagement

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GoCanvas

GoCanvas is a cloud-based mobile business management system suitable for field service companies, including electrical, HVAC, pest control and plumbing. The solution is designed to work on any smartphone or tablet and can also be ...Read more about GoCanvas

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TrackVia

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...Read more about TrackVia

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Repsly

Designed for the CPG industry, Repsly is a retail execution software solution that enables data-driven teams to collect and organize data, improve brand visibility, and increase sales in the field. Its two-part solution includes a...Read more about Repsly

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Paperless Online

Paperless Online is contact management software for businesses of all sizes and segments. The system offers document management, case management, contract management, records management, and reporting and analytics. With Pape...Read more about Paperless Online

4.0 (1 reviews)

Buyers Guide

Last Updated: March 16, 2023

When 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:

What Is Form Automation?

Common Functionality of Forms Automation Software

Forms Automation Software Benefits

Deployment Options

Market Trends to Understand

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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Click here for detailed definitions of these terms

  • 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.