Best Form Automation Software
Best form automation software includes Kizeo Forms, Fromplus, FormGet, Routee, and Zoho Forms. These form automation software allows companies to speed up document processes and onboarding processes and increase employee performance.
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List of 20 Best Form Automation Software
Automate your entire form process with Jotform Enterprise. Create, customize, send, and analyze forms in one central shared workspace. Automatically track form responses, generate data reports, and automate e-sign forms in one place. Read Jotform Enterprise Reviews
Starting Price: Available on Request
Recent Review
"Extremely wonderful" - Daniel Promise
pdfFiller all-in-one cloud-based software for businesses and individuals comes with a 30-day free trial post which you can upgrade to paid plans that suit your needs. Read pdfFiller Reviews
Starting Price: Starting Price: $8 User/Month
Recent Review
"Good software." - Kelly Handel
Emergents | 2023
Omnisend is an email and SMS marketing automation platform tailored specifically for ecommerce. Full integration with ecommerce platforms, pre-built automation workflows, smart segmentation, and other features to increase your sales. Read Omnisend Reviews
Starting Price: Available on Request
Recent Review
"Well workes" - Ravi
Pros | Cons |
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I think that it is really impressive and working software that makes our work easier |
The embraced text and user interface has some glitch and this can be concerned |
Sign.cc by 500apps gives you authority to sign your agreements and other documents, and another to do so faster and more effectively. Comprehensive reports help boost your revenue by visualizing how many records were completed, pending, or declined. In addition, you can keep your documents in order and manage them as needed with the bulk, tag, and status options. Read Sign.cc Reviews
Starting Price: Available on Request
Recent Review
"The web app is fast, easy to use, and accessible anywhere, even on a smart phone." - Awine Laskin
Pros | Cons |
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With our clients and the tax management agency, we have been using this software for more than half a year. I have had a fantastic experience so far. For business owners seeking to save time, improve efficiency, reduce paper waste, and reduce carbon footprints, this is a great choice. |
This app is my go-to for anything I need. It's always been reliable and easy to use, which saves me a lot of time and hassle. I would recommend it to anyone looking for a dependable and user-friendly app. |
Sign.cc is an amazing e-signature solution that is extremely user-friendly and has an impressive list of features. It is also very secure and reliable. The customer service team is knowledgeable and friendly. I have had no issues and would highly recommend Sign.cc to anyone looking for an e-signature solution. |
There is nothing I dislike about it because it saves my team so much time. |
Category Champions | 2023
Form automation and data collection application
Kizeo Forms is a simple and mobile tool to automate various activities. With Kizeo Forms, you can convert any paper document into mobile forms. You can fill out forms from any location even without an internet connection! Create & send customized forms and reports. Read Kizeo Forms Reviews
Starting Price: Available on Request
Recent Review
"Multi features form app with excellent service team " - Quentin
Pros | Cons |
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The customs reports from the forms plus the excellent customer service available quickly |
No cons yet |
Easy to set the forms and to use them |
Some bugs but they updated quickly |
Forms.io is a custom form builder that lets you make responsive online forms with more themes using a simple drag-and-drop interface without writing a single line of code. Read Forms.io by 500apps Reviews
Starting Price: Starting Price: $14.99 User/Month
Recent Review
"Simplify Form Creation with Forms.io" - Millicent Mensah
Pros | Cons |
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I have been using Forms.io for few months and I'm really impressed with the features it has to offer. It's a great tool for managing forms and tracking the delivery of forms to recipients. You can filter your contacts based on different criteria like form names and status, and you can get notifications sent to your email when a form response is successfully submitted. You can also send a response email confirmation to the contacts to confirm their forms responses. The best part is that it also allows you to add various projects, and redirect leads to a URL after form submission. It has plenty of other features like tags, branding, webhook API, and integrations, so you can customize the forms to your needs. Overall, I'm really pleased with Forms.io and would highly recommend it to anyone looking for an easy way to manage their forms. |
Would it be possible to have an option to show form fields only if the condition is met and hide them if it is not met? For example: It should appear differently if a person selects the Male gender and similarly for the Female gender. |
Forms.io is an easy to use online forms builder tool that helped us create custom forms for our business. No coding skills required and super easy to use. We can create forms for things like surveys, contact forms and payment forms to name a few. It gets better, we can add payment integrations for things like Stripe, and we can customize forms with features like conditional redirects and even triggers to fire off other apps and tools! |
For check boxes and drop downs, is it possible to have logical conditions? |
Category Champions | 2023
Formplus is a customizable online form management tool which can be tailor-made to suit the needs of all sizes of business. It can create dynamic digital forms for gathering data online. Read Formplus Reviews
Starting Price: Starting Price: $25 Per Month
Recent Review
"Lifesaver" - Trudy Flynn
Pros | Cons |
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The questions are already structured and you're able to also edit it. |
A better video on the steps. |
Background features |
Building a mobile app |
Category Champions | 2023
Leverage the data collection process by implementing mighty aid of Typeform, the leading form automation software. You can easily create need-based forms, polls, and surveys with the help of this innovative online form software. Read Typeform Reviews
Starting Price: Available on Request
Recent Review
"Questionnaire system with an interface that allows users to concentrate on their answers" - Kayla Hallums
Pros | Cons |
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The screen is very simple. I think that there are quizzes, order forms, surveys, etc. as scenes to be used, but if you create a screen with Typeform, it will be difficult for respondents to get lost and it will be possible to provide a screen with high user affinity. |
The richer the keyboard operation, the easier it will be for users (especially respondents). Whether it's the editor or the answer screen, mouse operation is essential and it feels a little annoying, so I'd like to ask for improvement. |
Personalisation |
More Surveys for less money |
Contenders | 2023
FormGet is a form builder that offers all the basic to the advanced features that helps to create beautiful forms such as contact forms, lead generation forms, payment forms & many other forms within a minute. Read FormGet Reviews
Starting Price: Starting Price: $99 /Month
Recent Review
"Best Form Maker Software" - Shraddha Sharma
Contenders | 2023
Routee is a cloud communication platform that helps you build unique marketing funnels that actually convert, generate leads and grow your business! All this through Messaging, Voice, Verification and Phone Numbers. Read Routee Reviews
Starting Price: Available on Request
Pros | Cons |
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Zero. zilch. Nothing. |
They should hire new support people who know how to provide support to potential new customers and not criticism. |
Great customer service. All in one tool. I use SMS, Email, Voice, 2FA which previously were not part of the business. |
In the beginning it took me some time to get a hung on the platform |
Category Champions | 2023
Use the built-in form builder system of the leadin
Use the built-in form builder system of the leading form automation software, Zoho Forms and collect the data in no time. With the mighty help of this best software to create forms, you can easily create the 3rd party online forms. Read Zoho Forms Reviews
Starting Price: Starting Price: $8 Per Month
Recent Review
"Codeless Online Form Builder By Zoho" - Sushil Kharel
Pros | Cons |
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The most impressive feature of Zoho Forms is that anyone can design online forms without requiring any coding knowledge. Furthermore, it also offers varieties of pre-built form templates. |
The prebuilt form templates seem a bit generic so, I think Zoho Forms should add more niche based form templates. |
Zoho Form is quite easy to set up and create |
More number of templates would be good addition. |
FormDocs is a fully featured Form Automation Software designed to serve SMEs, Startups. FormDocs provides end-to-end solutions designed for Windows. This online Form Automation system offers Rules-Based Workflow, Court Management Integration, Evidence Management, Incident Mapping, Text Editing at one place. Read FormDocs Reviews
Starting Price: Available on Request
Recent Review
"Formdocs is my best software" - Charles Luzze
Pros | Cons |
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My contracting business uses over 2 dozen forms and we used to have them all in paper and it was a nightmare having to deal with all that paperwork getting misplaced or lost. I think it costed us a lot of wasted money to work that way. |
We have five pcs all networked and running formdocs, I wish there was a discount for buying more than one license but there isn't. |
Forms InMotion is a fully featured Form Automation Software designed to serve SMEs, Enterprises. Forms InMotion provides end-to-end solutions designed for Web App. This online Form Automation system offers Version Control, Document Indexing, Remote Document Access, Archiving & Retention, Approval Process Control at one place. Read Forms InMotion Reviews
Starting Price: Available on Request
KoboToolbox is a robust data management system that can enhance productivity and operational efficiency. It has many features that ensure seamless document management and data entry. KoboToolbox is easy-to-use, flexible and provides excellent user support. Read KoBoToolbox Reviews
Starting Price: Available on Request
Recent Review
"Good" - Huda
Pros | Cons |
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Free, open source |
Doesn’t cover all needed M&E platform features |
Now, create online forms with simple dragging and dropping. Cognitoforms, the leading online form software makes it happen. Owing to its ability to create customized online forms, it is considered as one of the best software to create forms. Read Cognito Forms Reviews
Starting Price: Available on Request
Pros | Cons |
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not found |
should think |
Emergents | 2023
Stock up the data and relevant information with minimum efforts by using a great solution Formstack, the best software to create forms. The constructive online form software also reduces the efforts that manual tasks demand. Learn more about Formstack
Starting Price: Starting Price: $19 Per Month
ABBYY FlexiCapture software speed up business processes by using automated data entry software to eliminate time- and resource-intensive manual data entry. The software uses artificial intelligence algorithms to enable automatic classification and data extraction. Learn more about ABBYY FlexiCapture
Starting Price: Available on Request
Integrate all your front end and back system in a better way to collect the data by using K2, the robust form automation software. No need to have an internet connection all the time as this leading form software easily gets synced. Learn more about K2
Starting Price: Available on Request
Emergents | 2023
Simplify the process of from creating and filling by creating attractive online forms with the help of Form.com, one of the best software to create forms. The leading online form software will easily get connected with your IT system and work accordingly. Learn more about Form.com
Starting Price: Available on Request
Work with Sharepoint and other leading cloud feature and post your online forms directly over there by using Frevvo, the constructive form automation software. Owing to its unmatched viability, this form software is considered as one of the best software to create online forms. Learn more about Frevvo
Starting Price: Starting Price: $135 Per Month
Until 31st Mar 2023
What is Form Automation Software?
Form automation software allows users to automate various tasks, such as creating and submitting digital forms, collecting data, and delivering digital signatures. It can eliminate your manual business process while allowing you to focus on other important tasks.
The software also enables users to create custom-designed forms using drag-and-drop editors or pre-built templates. Additionally, it provides features like digital signature capture, automated document routing, and real-time notifications for form completion or change.
How Does Forms Automation Software Work?
Digital form software is designed to automate the entire form-filling process, including entering data into fields, calculating totals or taxes, and generating reports automatically.
To use it effectively, follow these steps:
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First, set up the form templates in the software that will be used for various tasks.
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Once set up, you can fill out these forms quickly.
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The software then collects all the necessary information from each form and stores them in a database.
Benefits of Using Automated Form Software
Here are some primary benefits of using automated form software.
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Less Waste
Helps avoid wasteful paper-based processes, such as printing out multiple versions of forms. It also eliminates the need to store huge amounts of physical documents, which reduces office space needs and document storage costs.
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Save Money and Time
Allows employees more time to focus on other important projects instead of manually entering form data. It also reduces labor costs and the number of resources needed to complete tasks, saving businesses money in the long run.
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Enhanced Productivity
Using forms workflow software eliminates mundane and repetitive tasks. And because automated forms are error-free and require fewer resources to process, they can help eliminate any productivity issues.
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Rules-Based Data Entry
By allowing users to set up specific rules for entering and managing data, the software eliminates manual errors and ensures that only accurate information is stored in a database.
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Track Forms Performance
Provides information regarding how your digital forms are performing in terms of completion rate, quality of form responses, and other metrics. With this data, you can identify areas where you may need to improve your processes to maximize customer satisfaction.
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Simpler File Sharing
Allows users to easily upload multiple files from various sources in one location, then quickly distribute them to anyone who needs access. It also provides secure storage options and ensures all shared documents are encrypted.
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Speed Up Tasks
Forms are easy to create and customize without a lot of technical knowledge or experience needed. This allows for the quick setup of business forms tailored to your specific needs, so you won’t need to spend hours attempting complex configurations.
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Data Entry Optimization
Automates the process of entering data into databases or spreadsheets. It also allows you to quickly search through large volumes of data to find specific information with ease.
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Greater Security
An online form automation system adds an extra layer of security to confidential data. It encrypts data as it is processed and stored in the cloud, providing additional protection against potential breaches or unwanted access to sensitive information.
Types of Forms Automation Software
There are many types of form automation software available on the market today, each offering different features and benefits to streamline various business goals and processes.
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Document Management Software
Document management software allows you to quickly search through digital documents and easily share them with other users. It also enables you to automate many document processes, such as version control, document validation, content indexing and archiving.
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Data Extraction Software
Data extraction software can be used to identify trends, generate reports, monitor performance, and spot potential opportunities. Additionally, the software automates the process of collecting data from websites, databases, documents, and other sources.
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Form Creator Software
Allows you to build forms without writing complex code or utilizing difficult web programming techniques. It features drag-and-drop templates for creating custom forms, embedding images and videos into forms, and sharing forms via social media or email.
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Workflow Automation Software
Automates repetitive tasks, such as data entry, order processing, and document management. CMW Lab software is one of the best choices for workflow automation, as its enterprise-ready solutions allow businesses to become efficient, and productive and automate workflows with ease.
Common Features of Forms Automation Software
Here are some common features that most form automation solutions have.
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Digital Signature
Allows users to secure and validate electronic documents with a unique signature, ensuring that the contents and source of the document are genuine and reliable.
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Form Design and Creation
Enables users to quickly build forms with a range of customizable options, such as templates for contact forms, surveys, or order forms.
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Autofill
Eliminates the need to manually enter common form fields, such as name, address, email address, and phone number. Automatically populates web forms with the correct data when requested.
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User Permissions
Allows administrators to grant or restrict user access based on specific criteria. This ensures that only authorized personnel can view, edit, delete, or export sensitive information
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Offline Access
Makes it possible to access forms even with a weak or non-existent internet connection. Even in remote locations with little to no network coverage, you can still conveniently fill out the required forms.
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Form Storage
Allows users to store forms in an organized and centralized location, enabling easy access and retrieval when the form needs to be used.
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Dynamic Document Generation
Generates digital documents, such as reports, letters, and contracts in minutes. It can also be used to generate complex forms with dynamic data fields based on arguments set by the user.
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Customizable Workflows
It can be used to send personalized emails or sms notifications, assign tasks to specific users, generate reports, trigger notifications for upcoming deadlines, and collect information from multiple sources.
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Automated Routing
Helps teams complete tasks more efficiently by assigning specific forms or tasks to predetermined users or groups. It also allows users to set up rules that determine how their forms will be sent and who will receive them.
How to Choose the Right Forms Automation Software?
With so many options available, it can be difficult to know which is the best form automation software for your needs. To help you out, here are some key considerations when choosing the right solution for your business.
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Identify Organizational Needs
Start by assessing what type of forms your business uses and how they’re used every day. Consider also which forms need to be automated and why they need to be automated.
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Try Before You Buy
Trying before buying helps you ensure you’re investing your time and money into the right product. When doing a free trial or testing out a few demo versions, make sure to check integration capabilities, scalability, support options, price point, and overall usability.
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Evaluate Features
Think about other features or capabilities that would benefit your organization, such as data collection, electronic signatures, security measures, integration with existing systems, or customer support online services.
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Assess Pricing Plans
Some vendors offer pricing tiers based on volume or the number of users, while others determine cost according to features and functionality. Additionally, some vendors provide discounts or trial periods to help you decide which software is most suitable for your budget and needs.
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Ask for Feedback from Users
Get specific details about the user’s experience, such as how long it took them to set up, any technical issues encountered along the way, ease of use, and compatibility with other applications. Knowing this information will help determine if the form automation tool works well within your organization’s system.
Top 5 Form Automation Tools
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Best Free Software: Google Forms
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Best for SMBs Owners: Quixy
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Best for Small Businesses to Large Corporations: Jotform PDF Editor
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Best for Developers and IT Companies: Fulcrum
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Best Mobile Form Solution: GoFormz
1. Google Forms
Why We Choose Google Forms
Small businesses can use Google Forms to gather feedback on their products or services. Large businesses, on the other hand, can leverage the platform to measure employee satisfaction or get input on strategic decisions.
Key Features
- Create and analyze surveys in your web browser or mobile
- Summarize survey results with charts and graphs
- Manage event registrations
Pros
- Auto-populate fields on your form, saving time in data entry
- An array of customization options allow you to design forms that match your brand’s identity
Cons
- Limited design customization
- Some security concerns
Pricing: Free (Google account needed).
2. Quixy
Why We Choose Quixy
Quixy makes it easy to manage workflow, automate processes, and create custom applications. With its user-friendly interface and powerful features, the platform stands out from the competition as an ideal choice for small to mid-sized businesses.
Key Features
- Automate complex tasks, such as data entry and document management
- Create customized applications with minimal coding knowledge required
- Provide detailed reports on performance metrics
Pros
- Develop forms within minutes with simple drag and drop
- Integration with external systems through APIs
- Generate customized reports
Cons
- UI/UX needs enhancement
- The app library needs improvement
Pricing: Starts at $20/user/month, billed annually. A free trial is available.
3. Jotform PDF Editor
Why We Choose Jotform PDF Editor
Jotform PDF Editor offers a user-friendly interface that makes it easy to edit, organize, and share existing forms and PDF files. With the platform, you can quickly create professional-looking documents with maximum control over the look and feel of your work.
Key Features
- Create forms from scratch or pre-made templates
- Add an unlimited number of subforms for each main form
- Add buttons for users to submit forms and data easily
Pros
- Offers free domain for your website
- Comes with several useful plugins for creating surveys, lead forms, etc
- Offers other useful features, such as email marketing and website analytics
Cons
- The maximum file size limit is only 5GB
- Advanced features need an account upgrade
Pricing: Offers a free subscription and two pricing plans—Bronze ($29/month) and Silver ($39/month).
4. Fulcrum
Why We Choose Fulcrum
Fulcrum enables developers to design and deploy complex multi-tier web applications quickly and securely. With the platform, organizations can easily integrate their existing systems with powerful new applications tailored to meet their business’ specific needs.
Key Features
- Customizable forms and drag-and-drop form builder
- Scan barcodes, automatically capture GPS location coordinates, and collect signatures
- Provide real-time insights into data collection activities
Pros
- Create custom components without writing any code
- Easy to build and modify apps
- Near real-time sharing of notes between field and office staff
Cons
- Advanced features are less intuitive for less technical users
- Website load time is a bit slow
Pricing: Offers three pricing plans—Starter ($15/month), Professional ($33/month), and Enterprise (custom pricing). A free trial is available for each plan.
5. GoFormz
Why We Choose GoFormz
GoFormz is an industry-leading mobile form solution that helps businesses streamline their data collection and reporting processes. It offers a simple and intuitive user interface that makes creating custom forms quick to work.
Key Features
- Customize forms with drag-and-drop tools
- Automated calculations within the form
- Share forms via email or social media
Pros
- Store completed forms in the cloud and access historical data
- Access mobile forms in real-time
- Easily capture data from anywhere, even while offline
Cons
- Limited UI options
- Unable to integrate with a website
Pricing: Offers four pricing plans billed annually—Basic (free), Team ($24/month), Advanced ($48/month), and Enterprise (custom pricing).
Deployment Options When It Comes to Forms Automation Software
The success of implementing form automation software depends largely on selecting the right option for deployment.
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Integrated Suite or Best-of-Breed?
Integrated suite technology includes multiple components within a single platform, such as forms, workflow, reporting, and analytics. This can help ensure smooth integration between the various parts since they’re all part of the same system.
Alternatively, best-of-breed solutions involve combining different components from different vendors into one system to create a customized experience for users.
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Subscription License or Perpetual License?
Subscription licensing is an attractive option for organizations on a budget that don't need powerful features. It offers simplicity, affordability, and scalability.
On the other hand, a perpetual license allows businesses to purchase the form automation software outright and use it indefinitely with no additional costs.
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On-Premise or Cloud Based?
On-premise solutions require organizations to purchase and install their own hardware and software. This option offers more control over access, security, and maintenance costs.
Meanwhile, cloud-based software allows teams to access their applications from any location with an internet connection. This option is usually cost-effective due to lower upfront investments and fewer IT resources needed for setup and maintenance.
What Integrates with Forms Automation Software?
Integrations with form automation software generally range from workflow solutions and databases to analytics packages. You can also integrate it with third-party applications, such as email services or customer relationship management (CRM) systems.
Some of the best choices include:
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Workflow management: Smartsheet
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Data analytics: Python
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Email management: SendinBlue
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CRM: Salesforce CRM
Users of Forms Automation Software
Understanding who uses forms automation software can help you determine whether it could be a useful tool for your organization.
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Nonprofits
Form automation tools allow nonprofits to collect information, such as contact details, purchase histories, and donation amounts.
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Retail & E-commerce Companies
As for e-commerce companies, they use the software to streamline business processes, including checkout, registration, subscription forms, and account updates.
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Banks & Financial Services Companies
With top form automation software, banks can improve their ability to detect fraudulent activity. This can be done through automated checks on customer identity documents.
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Businesses
Businesses, in general, can benefit greatly from form automation solutions. They can automate client onboarding processes, simplify data collection and file storage, and update records based on user-defined criteria.
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Healthcare Organizations
Form solutions automate repetitive tasks within healthcare organizations, such as patient registration forms, medical treatment authorization forms, insurance eligibility verifications, claim submissions, and referral requests.
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Educators
From collecting student information and managing school databases to creating online surveys and quizzes, form automation software is an invaluable resource for educators.
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Government Agencies
Form automation tools make it easy for government agencies to collect citizens' data through online or mobile digital forms. It’s also useful for the auto-population of fields and capturing of signatures.
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HR Departments
With the software, HR departments can easily enter employee information into various systems, track vacation requests, and process job applications and employee onboarding documents and checklist.
Market Trends Related to Forms Automation Software
Explore the key market trends related to form automation software and what they mean for businesses.
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Use of Mobile Forms Increases
Recent studies revealed that users spend an average of 4 hours and 12 minutes on their mobile devices. With this, accessing forms via mobile is also becoming popular. Companies, therefore, must take advantage of the mobile form technology to improve customer experience and increase productivity.
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Adoption among Healthcare Providers Rises
As more healthcare providers recognize the potential that automated form software holds, adoption rates continue to rise. The software automates tasks associated with creating paper forms, enabling healthcare professionals to save time and resources while keeping up with the increasing demands of patient care.
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Auto-generation of Text in Forms
The ability to automatically generate text, images, and other media makes it easier than ever to create engaging, rich content and deliver a positive customer experience. With the aid of artificial intelligence (AI) technology, form automation software can help produce unique and original content efficiently.
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Cloud-Based Solutions to be the Priority
The shift towards cloud-based solutions has rapidly accelerated due to their convenience, cost-effectiveness, and seamless integration with existing systems. Many form automation solutions are now based on a SaaS (software as a service) model that allows organizations to have their dedicated server.
How Much Does Forms Automation Software Cost?
The cost of form automation software can vary greatly depending on the complexity of the task. For instance, if you only need a basic program that handles basic tasks, such as document processing or data entry, you might find free software or pay a small fee for access.
On the other hand, more complex features like contract management or tax preparation will likely require you to purchase a more expensive package. There can also be additional fees associated with maintenance, upgrades, and technical support, depending on the vendor.
Conclusion
The right form automation software can revolutionize your business. It can help you reduce manual tasks, save time, spend less, and increase customer satisfaction.
With this guide as a starting point, you can now make an informed decision about your form automation software needs. There’s a multitude of options available, so take the time to research and compare options before committing to one particular solution.