Forms automation software can be deployed in several different ways. Before you begin evaluating vendors, you'll have to choose between the following options:.
The one you choose will ultimately depend on your budget, needs and expected number of users. 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. 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.
Software Advice uses reviews from real software users to highlight the top-rated Form Automation Software products in North America. Get Advice. Other Software. HighGear HighGear is a cloud-based and on-premise workflow automation solution that helps small to large businesses manage tasks, projects, progress and communication. Visit Website Learn More. GoCanvas FrontRunners GoCanvas is a cloud-based mobile business management system suitable for field service companies, including electrical, HVAC, pest control and plumbing.
Forms On Fire FrontRunners Forms On Fire is a mobile app for capturing and dispatching mobile forms such as inspections, audits, safety reports, orders, and many other tasks. FastField FastField is a cloud-based data entry solution that helps businesses of all sizes gather data, create forms and collect information via tablets and smartphones.
Connecteam Connecteam was designed and built as a true all-in-one solution. Documate FrontRunners 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 Jotform FrontRunners JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses.
Flowfinity Flowfinity is a solution that helps businesses automate the process of building mobile forms and applications for the management of field services. Weever Weever Forms is a digital forms solution that drives Operational Excellence through intuitive data capture, real-time workflow visibility, automated reporting and enhanced employee engagement.
Survey Anyplace Survey Anyplace is a cloud-based survey solution for customer service, marketing and sales professionals in businesses across various industries.
Pipefy Pipefy is an onboarding software that helps HR teams reduce the need for data entry and manual processes. 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. Kissflow Workflow Kissflow is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance.
View all products. Popular Comparisons. Buyers guide. Think of form automation as the creation of digital versions of your paper forms, including: Applications Surveys Contracts Work orders Internal company records e.
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. Or, design your own forms from scratch using a variety of templates, layouts and tools e. 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. Best of all, FormDocs is simple to use and requires zero administration.
So whether you manage a small business with just a few employees or a large department with hundreds of employees, FormDocs is the Paperless form filling solution you've been looking for! To learn more, download the free trial or click a solutions category below:. All rights reserved. All product and company names are trademarks or registered trademarks of their respective owners.
Privacy Policy Updated May And if you don't want to have to look through emails for every response, you can also set up an RSS feed to review your responses in your favorite RSS reader app. When someone responds to your form, you'll receive an email with the responses—or you can use Jotform's Zapier integrations to send the responses to your email marketing tool, spreadsheet app, or anywhere else.
Formstack Web, iOS, Android. If your company is in a highly regulated industry, Formstack may be the best forms app for you. Additionally, Formstack will warn you if your form doesn't meet Section Compliance standards —e. Once data starts flowing in, Formstack also offers some powerful tools that can analyze not only the data you receive, but also data from the people who don't finish your form.
If there's a question that's confusing your potential customers and causing them to quit the form instead of finishing it, this can help you find out why that's happening. You can also extend Formstack's features with Formstack's Zapier integrations , allowing you to send the information you collect in Formstack to other apps.
Here are a couple of examples, but you can use whatever apps you rely on most. Typeform Web. Typeform tosses away the old conventions of a long page of questions and response fields. Typeform's forms are uniquely designed, showing one question at a time and blurring out the others, making the overall form submission process feel very conversational and intimate.
Respondents can tap a designated key on their keyboards to select multiple-choice options, type to sort through dropdown menu options, and press Enter to jump to the next field. This rental form application template is a good example: you can fill out the entire form using only a keyboard. This conversational approach means that your forms can be easily adapted to chatbot-style forms, which Typeform also offers.
While some question types like rankings don't yet work with the chatbot style, you can convert most forms to a chatbot with one click. This can then be embedded in your site as a whole module or a popover, or you can send users to the form like you usually do with a link. It might not work for every form, but you'll find new ways to use forms with Typeform since forms can include cover pages, paragraphs of text, and multimedia, along with traditional form fields.
It's also one of the best options if you want your form to look great on mobile: Typeform's oversized buttons are far easier to use on a touchscreen than standard radio buttons. Once users have submitted their forms, you can automatically send their answers to any other app you use—be it a CRM, email marketing tool, or anything else—using Typeform's Zapier integrations. Want more inspiration for how to automate Typeform? Take a look at these 6 ways to simplify critical business processes with Typeform.
Paperform Web. Forms are a good way to collect data, but there's a thin line between accepting information and taking an order. If you're selling a physical or digital product through your forms, Paperform might be for you.
It's a form maker that's designed to create forms that look like landing pages or blog posts rather than your standard list of form fields. You can add photos, headings, video, and long-form text to use your form to tell the story behind your offerings.
It's a nice substitute for a landing page builder , letting you collect visitor data on custom landing pages for things like PPC ads and targeted marketing campaigns. This makes it especially suited for things like product catalogs complete with ordering and payment fields, or restaurant reservation pages alongside location maps, and more.
A quick scroll through some of Paperform's templates shows you the many things you can do with forms like this. On the back end, Paperform can also help you manage your inventory. If you've got a limited supply of art prints or T-shirts or whatnot, you can enter how many you have in Paperform, and each time one is ordered, the system will note how many you have left.
Building a form in Paperform is as simple as creating a document in your favorite word processor. Start typing to build your form, tap Enter to move to a new line, and use sub-menus to do things like add images, align content, transform text into headers, and add questions and response fields.
When you're finished, choose what happens after someone submits the form: have Paperform send an email, display a success page, or redirect respondents to a page on your website. Or you can use Paperform's Zapier integrations to automate the process even further and get your info to more apps, like your team chat app or email marketing tool. Formsite Web. Need to make sure your form data is secure?
Formsite lets you encrypt the text in specific form fields. That means it scrambles it so that responses appear unintelligible to people without permission to view them. It comes with built-in payment processing integrations like PayPal, Stripe, and Authorize. You can also reuse form blocks and data in Formsite. Build a standard billing block, and then embed that block into other forms so you don't have to recreate it over and over again.
Or you can link multiple forms together, pull responses users submitted in one form over to another so customers don't have to fill out their info multiple times, or even combine the results of multiple forms to view data together.
And once responses have been submitted, you can be sure the data gets where it needs to go with Formsite's Zapier integrations. Here are some example workflows to get you started. Pabbly Web. Pabbly is one of the most intuitive tools we used for building a form quickly.
It has an easy-to-use drag-and-drop editor with a large library of question types like radio buttons, dropdown lists, and personal info boxes. You can pick up questions and move them around to rearrange your form as needed, and the whole form looks exactly the same while editing it as it will when your users see it, so you're never surprised by your changes. This service also features a sizable library of trendy, attractive form themes that you can apply with one click. If you want to give your forms a professional look that doesn't seem too stuffy, but don't want to put a lot of thought into custom branding, this is a huge benefit.
For all these reasons, it's often seen as a kind of lesser-known Typeform alternative. Continuing the trend of being user-friendly, Pabbly also offers a handy feature that lets you respond to form submissions directly from the dashboard. Click on individual submissions in the dashboard, and you can find a text box where you can type a message, send that reply to the user, and either mark the response as "Resolved" or "Hold," if you need to return to the conversation again later.
It's not quite a replacement for, say, a full customer service suite, but it's a quick way to let people ask you questions or submit comments and communicate with them directly without having to export all your form data to a whole new system.
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