Form Automation Software

Compare All Form Automation Software

Filters

Apply Filters:

X

Your Industry

Your Company Size

Price

Sort by

Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
Reviews: Sorts listings by the number of user reviews we have published, greatest to least.
Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.
Avg Rating: Sorts listings by overall star rating based on user reviews, highest to lowest.
A to Z: Sorts listings by product name from A to Z.
Showing 1 - 20 of 157 products
Filters
Showing 1 - 20 of 157 products

PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ...Read more

Kissflow Workflow

Kissflow is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries. Kissflow helps initiate...Read more

3.78 (18 reviews)

Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ...Read more

ElectroNeek Studio IDE

ElectroNeek Studio Pro is an integrated development environment (IDE) solution that helps businesses build robotic process automation (RPA) bots. It enables administrators to configure workflows, manage documents and generate cust...Read more

4.76 (21 reviews)

Nintex Process Platform

Nintex is a workflow management solution that caters to a variety of industries including energy, health and life sciences, financial services and government. It is suitable for departments such as customer services, human resourc...Read more

4.09 (79 reviews)

Form.io

Form.io is a forms automation solution, which enables businesses in banking, legal, insurance, online retail, banking and other industries to manage application programming interface (API) data for progressive web applications (P...Read more

No reviews yet

Forms On Fire

Forms On Fire is a mobile app for capturing and dispatching mobile forms such as inspections, audits, safety reports, orders, and many other tasks. Designed for businesses in construction, agriculture, field service management, fo...Read more

Documate

Documate is a document automation software designed to help businesses create interview questions to collect information, populate client data into forms, upload documents to be tagged to interview questions and share them with co...Read more

5.00 (24 reviews)

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

Windward Core

Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design do...Read more

4.80 (41 reviews)

Software pricing tips

Read our Forms Automation Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

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

FileHold

FileHold Enterprise is a document management solution that helps large organizations to transition to a paperless work environment. FileHold can be installed on premise or on a secure private or public cloud. Features include...Read more

4.70 (42 reviews)

Metatask

Metatask simply organizes and manages internal projects to enhance the business workflow. It helps define daily business tasks in a sorted way through to-do lists, instead of complex BPMN diagram and flowcharts. It helps managers,...Read more

4.76 (25 reviews)

Legito

Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box funct...Read more

4.97 (30 reviews)

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 re...Read more

4.87 (23 reviews)

Learn More

iAuditor

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

Learn More

Submittable

Submittable powers you with tools to launch, measure, and grow your social impact programs, locally and globally. From grants and scholarships to awards and CSR programs, we partner with you so you can start making a difference, f...Read more

Learn More

TDSmaker

TDSmaker is a cloud-based forms automation solution that helps businesses to create and update data sheets using pre-designed templates. The solution also offers role-based access to data sheets. Businesses can embed TDSmaker...Read more

4.56 (9 reviews)

Learn More

Jotform

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 application...Read more

Learn More

Miracle Mobile Forms

Miracle Mobile Forms is a cloud-based solution that helps businesses create digital forms and form management applications. Key features include an app designer, authentication connectors, rule-based user authorization and more. ...Read more

4.75 (4 reviews)

Learn More

Popular Forms Automation Comparisons

Buyers Guide

Last Updated: May 19, 2021

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

 

Benefits of forms automation software

 

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:

Options

 

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.