Best Form Management Software

Best form management software is Factoreal, ASC Forms, HelpSystems, infoRouter, and Document Locator. These form management software systems come with several features you will need to manage the different forms and the applications submitted.

Live Agent - Tejasvita Domadiya
Live Agent - Divyang Kansara
Live Agent - Manali Shah
Get Free Demo

No Cost Personal Advisor

List of 20 Best Form Management Software

Showing 1 - 20 of 40 products

Contenders | 2024

SignHere digital signature software allows you to capture digital signatures with a Windows-enabled signature pad device, tablet PC, or mobile application, and apply them to virtually any business document. Read HelpSystems Reviews

Emergents | 2024

Software by Active Innovations

infoRouter is a fully featured Document Management Software designed to serve SMEs, Agencies. infoRouter provides end-to-end solutions designed for Windows. This online Document Management system offers Document Assembly, Electronic Signature, Version Control, Optical Character Recognition, File Recovery at one place. Learn more about infoRouter

Emergents | 2024

Software by ColumbiaSoft Corporation

Document Locator is centralized document management software that combines the ease of Windows-integration with the added flexibility of Web browser access. Manage your paper files paperlessy and your electronic files more efficiently with Document Locator document management software. Learn more about Document Locator

Contenders | 2024

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

Category Champions | 2024

LogicalDOC is a high-performance document management system that offers the power of enterprise document management to companies and organizations of any kind and size all around the world. Read LogicalDOC Reviews

Emergents | 2024

Docsvault is a most important of paperless document solution in the Document Management Software System. It is a full range of document management features that are records retention module, tight document security, personal workspaces, document relations, etc. in the document management systems. Learn more about Docsvault

Emergents | 2024

Software by Square 9 Softworks, Inc

Gone those days when you had to do manual data scrapping. Square 9 GlobalCapture is a flexible data extraction software that comes with auto data scraping capabilities. It has great data storage capabilities that can easily capture and analyze data over a single click. Learn more about Square 9 GlobalCapture

Contenders | 2024

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

Category Champions | 2024

Google Forms is a fully featured Survey Software designed to serve SMEs, Startups. Google Forms provides end-to-end solutions designed for Web App. This online Survey system offers Question Branching, Mobile Survey at one place. Read Google Forms Reviews

Emergents | 2024

Software by Paperform Pty. Ltd

Create attractive yet informative online form with the no-code operating system by implementing the aid of Paperform, the robust form automation software. Customization of any form can be done in seconds by using this form software. Learn more about Paperform

Emergents | 2024

Process Street is a very easier to manage teams workflows and recurrent business processes. It has automatically schedule and to collection structure data in checklists. Read Process Street Reviews

Emergents | 2024

Enterprise Mobile Form Software

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

Emergents | 2024

Software by Frevvo Inc

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

Emergents | 2024

FlowWright is a fully featured WorkFlow Management Software designed to serve SMEs, Startups. FlowWright provides end-to-end solutions designed for Web App. This online WorkFlow Management system offers Process Modeling & Designing, Third Party Integrations, Customizable Dashboard, Compliance Tracking, Task Management at one place. Learn more about FlowWright

Emergents | 2024

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

Emergents | 2024

Visual eMerge is a fully featured Form Automation Software designed to serve Enterprises, Startups. Visual eMerge provides end-to-end solutions designed for Web App. This online Form Automation system offers Remote Document Access, Version Control at one place. Learn more about Visual eMerge

Software by Factoreal

Factoreal is a fully featured Marketing Automation Software designed to serve Enterprises, SMEs and StartUps. Factoreal provides end-to-end solutions designed for Web App and Android. This online Marketing Automation system offers Analytics/ROI Tracking, Customizable CTAs, Drip Campaigns, Dynamic content, Landing Pages/Web Forms, Segmentation, Social Marketing and Website Visitor Tracking at one place. Learn more about Factoreal

Sign Any Document or Request Electronic Signature

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

Most Reviewed

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

Software by Elementor

Elementor is a fully featured Website Builder Software designed to serve SMEs, Enterprises. Elementor provides end-to-end solutions designed for Windows. This online Website Builder system offers Form Builder, Lead Notifications, Data Verification, Content Import/Export, Drag & Drop at one place. Read Elementor Reviews

form management software guide

Most business processes often involve managing a large amount of data. Whether we talk about collecting data from your employees or customers, dealing with many forms and documents is inevitable.

Your internal processes have a considerable impact on your business operations. So, to run your business efficiently, it is essential to develop seamless strategies to save and manage data. One way to do this is by using effective form management software. With a good Form Management System, you can easily manage forms from your customers and employees and develop seamless and more accurate internal processes.

In this article, we will explore what form management software is, its importance, and some of the best form management software you can use in 2024 to establish streamlined processes with reduced chances of human errors and efficiently carry on your business operations.

What Is a Form Management Software?

Forms Management Software offers automated management of all the forms and documents in a business. With the help of such a tool, you can easily process forms and share and secure documents and data without spending much time and effort on manual data entry and managing paper forms.

Why Use Form Management Software?

Business processes require you to collect and manage a lot of data. It may be your employees’ data, work carried by your business, customer data, bills, invoices, work orders, agreements, contracts, timesheets, resumes, feedback forms, survey results, undertaking forms, payment receipts, and many other forms and documents to manage, share and save.

Moreover, it may require you to have some data handy. Not having an automated system for managing all this can lead to difficulty locating and finding the correct information at the right time. Instead, if you have proper form management software, you will save yourself from all the tedious tasks of maintaining data in the files and finding the forms when needed.

By exploring its benefits, let’s understand the importance of having an effective Form Management System in place.

Benefits of Using Form Management Software

Form management software can be highly beneficial for your business. It can yield high productivity and efficiency, helps to manage your forms better, and makes them easily locatable. Let’s learn more about them.

5 benefits of form management software

  1. Better efficiency and productivity

    Maintaining various documents and forms on paper adds to tedious administrative tasks. Using form management software can reduce this task, and the time saved can be utilized for other productive work, thereby increasing efficiency and productivity.

  2. Easy record maintenance

    When you have a proper online Form Management System, you and your employees will share online forms and documents within the organization. This helps you maintain an appropriate record of which document is shared with whom.

  3. More accuracy in data

    Manual documentation always involves a risk of human errors. And long gone are those days of manual documentation, so a better way is to use forms automation software helps you avoid them and have more accurate data.

  4. Forms and documents become easily locatable

    Finding the correct form or document from many files can be difficult and time-consuming. Using form management software, you can seamlessly find the right data when you need it the most.

  5. Better organization of documents

    Using Form Management System facilitates easy and better organization of documents without consuming much space and time, unlike paper documents and files stored at a physical location.

Form Management Software Features

Along with the above factors, you must ensure that your chosen software has the features you need for your business. 

Here are some common features that an effective form management software should have. However, you can choose to consider it as per your business requirement.

top features of form management software

  1. Device compatibility

    The tool compatibility should not be limited to some particular device types. Along with laptops and desktops, your tool must be compatible with mobile devices like iPads, iPhones, Android tablets, and smartphones.

  2. Security features

    Data Security is the most crucial feature that your tool must have. As sensitive data would be shared and stored on the tool, the tool must be highly secured for your company, employees, as well as customers.

  3. Document management

    Document Management is one of the essential features a form management software should have. The form  creating software you choose must be able to store, share, track, and manage files and documents so you don’t have to look into the pile of paper documents when you need a specific one.

  4. Risk management

    The Risk Management Feature is the form creating software's ability to identify, assess, and mitigate potential risks associated with the information collected through the forms. The feature allows you to define and set up various risk parameters, such as the likelihood and impact of a risk, and then evaluate the responses received through the forms against those parameters.

  5. Reporting and analytics

    Forms management system that includes robust reporting and analytics capabilities enables you to gain valuable insights from form submissions. To make informed business decisions, you can track submission trends, monitor response rates, and analyze data. These features allow you to track form performance and improve form performance.

Let’s learn how you should choose the best form management software for your business.

How to Choose the Best Form Management Software?

Choosing the right Form Management tool is tricky when there are so many options available in the market, each claiming to be the best. 

Here are some basic factors to consider while choosing and implementing a forms automation software. However, the final decision depends more on your business requirements.

steps for choosing form management software

  1. Easy to use

    When selecting form management software, it is critical to prioritise ease of use. Look for a solution that has a user-friendly interface, intuitive form-building tools, and the ability to drag and drop elements. This ensures that you and your team are able to quickly develop and customize forms without requiring extensive technical expertise, saving you time and effort.

  2. Scalability

    It is critical for form automation software vendors to choose form management software that can grow with your organization. Consider the number of forms you intend to create, the amount of submissions you plan to get, and any future growth predictions. To ensure that it can suit your organization's increasing needs, look for a solution that offers variable pricing options and the ability to manage a high number of forms and submissions.

  3. Good customer support

    Customer support is critical for any software. Select a form management solution that offers responsive and expert customer support. Consider live chat, email support, and a comprehensive knowledge base or help center. Timely assistance and troubleshooting can help you avoid disruptions in your form management processes.

  4. Integrations

    It should work in line with any other tools or platforms you use, such as CRM systems, email marketing software, or project management software. Data synchronization and automation are made possible by integration capabilities, increasing efficiency and productivity. Prioritize software that supports custom integrations via APIs or offers a wide range of integrations.

Top 5 Form Management Software Comparison

Name
Free Trial
Demo
Starting Price

ProntoForms

14-days

Yes

Starts with $15/month per user

OnTask

14-days

Yes Starting price at $9 per month 

Zonka Feedback

14-days

Yes

Starting price at $49/month

Pardot

14-days

No

Starting price at $1250/month

Paperform

14-days

Yes

Starting price $20/month

With so many Form Management Software in the market, it is hard to choose the right one. Below is the list of form management software, with free & paid versions, extensively covering features, pros, cons, and pricing. 

1. ProntoForms

prontoforms-dashboard

ProntoForms is a leading form management software that transforms how businesses capture and manage data in the field. ProntoForms allows businesses to digitize and streamline their forms and workflows through its user-friendly mobile app and cloud-based platform.

It includes advanced features like customizable form creation, real-time data collection processes, and powerful analytics, allowing businesses to improve efficiency, compliance, and data quality.

Features

  • Incident management
  • Inspection management
  • Osha recordkeeping
  • Document management
  • Reporting and analysis
  • Risk management
  • Corrective and preventive actions (capa)
  • Works offline

Pros

  • Excellent flexibility for various form management needs
  • Perfect for mobile devices and tablets with seamless usability

Cons

  • No PC support, limiting accessibility for desktop users
  • Transitioning with heavy updates may result in errors and issues
  • Potential for errors during transition when implementing extensive updates

Pricing

It has multiple plans.

  • Essentials plan costs $15/month per user
  • Advanced plan costs $45/month per user
  • Enterprise plan is a custom plan price of which depends on your usage

2. OnTask

ontask-dashboard

OnTask is also one of the best Forms Automation platforms that are built to automate form management and accelerate workflows. With this tool, you can create dynamic fillable forms and documents, capture digital signatures in digital forms, and collaborate with your teams and customers to share and save documents in the app.

Features

  • Forms management
  • Compliance tracking
  • Business process automation
  • Reporting and analysis
  • Document management and collaboration
  • Real-time alerts and notifications
  • No-code
  • Approvals management
  • Workflow routing 
  • Conditional branching
  • Customizable dashboard
  • Zapier integration and API access

Pros

  • The user interface of this software is very easy
  • They have a lucrative partner program
  • Excellent support from customer success teams

Cons

  • Issues with workflow freezing

Pricing

  • Personal - $9 per month 
  • Business - $24 per month
  • Business pro - $99 per month
  • Enterprise - Custom Quote 

3. Zonka Feedback

zonka-feedback-dashboard

Zonka Feedback is an easy-to-use form automation and customer experience platform designed to help businesses build powerful survey forms and capture Customer Feedback and insights. 

With this tool, you can build any type of survey form and present them to your audience through various channels like email, SMS, iPhone, iPad, Android tablets, and smartphones. You can also automate sending of survey forms regularly or trigger them with customer actions and transactions.

Features

  • Ready-to-use templates
  • Customizable survey forms
  • Multi-channel feedback capture
  • Real-time alerts and notifications
  • Data security with SSL and GDPR compliance 
  • Automated forms
  • Dynamic forms with logic
  • Question branching
  • Variables and pre-fill data
  • Multilingual survey forms
  • Reporting, analysis, and dashboard
  • Works offline and automatically syncs the data collection processes
  • Powerful integrations and API

Pros

  • There are pre-made surveys you can use to get started
  • Super Easy to use and build forms
  • Loads of integrations help you gain an all-around of your survey results

Cons

  • Needs improvements in background options; they are limited
  • Platform gets slow sometimes, and the onboarding process is tedious

Pricing

It offers multiple plans.

  • Starter plan costs $49/month
  • Professional plan costs $99/month
  • Growth plan costs $199/month
  • Enterprise plan is a custom plan, and the price depends on your business requirements

It also provides a free trial for 7 days

4. Pardot

pardot-dashboard

Pardot is a good Forms Management and Marketing Automation Tool designed to work seamlessly with Salesforce CRM so users can create Pardot forms right into Salesforce. You can host these forms and present them to the customers through Experience Cloud. 

With its now Lighting Email Builder, you can send these forms to your customers or directly to your inbox. With Pardot, you can build lists, campaign rules, and contact tags and automate notifications to the right recipient.

Features

  • Smart dashboard
  • Graphical automation branching
  • Pipeline management
  • Lead qualification and lead database integration
  • Lead verification
  • Prospecting tools
  • Native integration with the Salesforce application suits

Pros

  • It is ideal as a B2B platform to work seamlessly with Salesforce
  • Easier to ask plenty of questions and flexible customization options

Cons

  • Some customers face challenges in reporting
  • Allows to create multiple leads with one email address, which leads to duplicate form data

Pricing

It offers multiple plans.

  • Growth standard marketing automation plan costs $1250/month
  • Plus advanced marketing automation plan costs $2500/month
  • Customizable marketing automation plan costs $4000/month
  • Enterprise plan costs $1500/month

5. Paperform

paperform-dashboard

Paperform is an easy-to-use online form builder software and forms automation solution that combines serious digital forms with beautiful designs to create every possible form. Its editor is easy to learn and doesn’t require much technical knowledge.

Features

  • Form creation and design
  • Completely customizable
  • Hundreds of pre-built designer templates
  • Collaboration tools
  • Drag and drop
  • Automated workflows
  • Ability to set the logic rules

Pros

  • The streamlined form creation process for effortless customization
  • Efficient and reliable editor for rapid form development
  • Expanding flexibility empowers comprehensive response collection

Cons

  • Limited customization options for form design and branding
  • Higher pricing compared to some competing form management solutions
  • Steeper learning curve for users unfamiliar with advanced form features

Pricing

It offers multiple plans.

  • Essentials plan costs $20/month
  • Pro plan costs $40/month
  • Agency plan costs $135/month
  • It also provides a free trial for 14 days

Let’s learn the steps to Implement Form Management Software.

Steps to Implement a Form Management Software

Implementing form management software involves several steps that require careful planning, research, and execution. With the right software and a solid implementation plan, you can streamline your form management processes and improve the efficiency of your business.

form management software implementation steps

Here are the steps to implement form management software.

  1. Define your requirement

    Before you start searching for Form Automation Software, it's essential to determine your specific needs and business requirements. Consider the type of forms you will be managing, the number of users using the software, the level of customization required, and the budget you have for the purpose.

  2. Choose a form management software

    Based on your needs, investigate and compare various form management software solutions. Consider usability, scalability, integrations, customer support, and pricing. Choose software that meets your requirements and provides your required features and capabilities.

  3. Install the form management software

    Once you've decided on a form management system, follow the installation instructions provided by the software vendor. This could entail downloading and installing the software on your local PC or logging onto a cloud-based platform. For optimal performance, ensure that your system meets the technical requirements of the software.

  4. Integrate the software 

    Integrate the form management software with other important systems or apps, such as your CRM or project management software. This allows seamless data flow between platforms, reduces manual data entry, and improves automation. Follow the software provider's integration procedures or contact their support team for assistance.

  5. Create forms

    Begin creating forms once the software is installed and configured. Most form management software solutions provide drag-and-drop interfaces that make creating forms simple without any coding or web development knowledge.

  6. Test and launch

    Test the forms properly before deploying them to users to guarantee correct operation and data gathering. Check that form submissions are being processed and saved correctly. Conduct user acceptability testing to assess the user experience and identify any required modifications. After testing is complete, make the forms available for usage by your intended audience.

  7. Keep monitoring

    After you have launched the forms, you need to monitor whether they are working or not or if they have glitches, resulting in a bad user experience. You can set up alerts to receive notifications if something in the form is not working.

Form Management Software Success Metrics

Depending on the particular goals and objectives of the software implementation, there are several ways to evaluate the success of form management software. Here are some ways to measure success -

  1. Efficiency

    A form management software must be efficient; it is hands down the first metric that makes the software work. Efficiency can be measured by the amount of time required to complete the form and the reduction of errors in the form completion process.

  2. Cost

    A form management software must be capable of reducing the overall cost of creating, processing, and managing forms. Using form management software is cheaper than implementing manual form processing.

    Furthermore, automation and streamlined workflows reduce labor costs and potential errors. Investing in the right form management software can provide a high ROI through increased operational efficiency and lower overhead.

  3. User satisfaction

    User satisfaction should be prioritized in a successful form management software solution. It should have an easy-to-use interface, intuitive form-creation tools, and a smooth user experience. Furthermore, progress indicators, conditional logic, and mobile compatibility improve user satisfaction by making the form-filling process easier.

  4. Compliance

    Form management software is critical for ensuring regulatory and standard compliance. It enables users or organizations to implement data privacy safeguards, enforce data encryption, and keep data secure. User authentication, access controls, and audit trails, for example, aid in maintaining compliance with industry-specific regulations such as HIPAA or GDPR.

  5. Data quality 

    Data quality should be prioritized by effective form management software, which should provide validation rules and error-checking features. These functions guarantee the accuracy, consistency, and completeness of form submissions. Field-level checks, required fields, and data formatting specifications are data validation examples.

    Organizations can make wise decisions based on accurate and reliable data by improving data quality, improving business outcomes.

Form Management Software Challenges

Creating, distributing, and collecting data from forms can all be done more quickly with the help of form management software. When creating and managing forms and documents, it helps to overcome several difficulties.

challenges faced in form management software

However, several challenges may arise when implementing and utilizing form management software. Let's go over these obstacles one by one.

  1. Compatibility

    There's a chance that not all browsers, operating systems, or gadgets work with the form management software. The number of users who can use the software effectively may be constrained.

  2. Security

    Using form management software to create and distribute important, confidential forms and documents requires excellent data security. Therefore, one of the main difficulties with using form management software is the possibility of a security breach. To safeguard sensitive data gathered through forms, the software might not have sufficient security measures. Both the company and the people providing the data may be at risk as a result.

  3. Integration

    The form management software might not work well with some other systems, such as your CRM or ERP (Enterprise Resource Planning) software, which could present another difficulty for you. Duplication of effort and inefficiencies can result from this.

Understanding Market Trends

Businesses can use form management software to create, manage, and distribute electronic forms. As technology advances, modern form management software and apps have more features to perform additional functions such as form creation, survey creation, integrations with other tools, and more. Here are some key factors to consider in order to understand market trends:

trends of form management software

  1. Cloud-Based Solutions Are Becoming More Popular

    Cloud-based form management software is gaining popularity because it allows you to access and manage your forms from any location at any time. This trend is expected to continue, with more companies abandoning traditional on-premise solutions.

  2. Mobile-Friendly Forms

    With the increasing use of mobile devices, form management software that can create mobile-friendly forms has become a necessity. This allows you to collect information from your customers, employees, and partners on the go, and the forms thus created are easily accessible to your audience on mobile devices.

  3. Advanced Analytics

    Advanced analytics is a trend in the form management software market. Businesses are looking for solutions that can provide insights into form completion rates, submission times, and other key metrics.

  4. Security and Compliance

    As data privacy regulations evolve, businesses look for a tool to ensure compliance with regulations like GDPR and CCPA. Security features like data encryption, user authentication, and access controls are becoming standard requirements.

  5. Automation

    Automation is another trend in the form management software market. Businesses are looking for forms automation solutions that can automate the form creation process and workflows for form approval, distribution, and archiving.

Understanding these market trends can help you choose the right form management software that meets your business's current and future needs and extend the forms automation capabilities. It can also help enterprises by implementing enterprise forms automation.

Conclusion

When selecting the right tool for your business, it is crucial to consider your business size and understand your business requirements in particular. Then you should find the best tools with the right features to fulfill your business requirements.

After that, you should look at the price and other attributes and select the tool that justifies its price and satisfies your business needs.

Last Updated: January 02, 2024