PerfectForms

PerfectForms

Online form and application builder for business workflows

4.7/5 (18 reviews)

PerfectForms Overview

PerfectForms is a flexible online form building application that also encompasses workflow and business process management (BPM) capabilities. Available as a cloud-based on-demand solution, or as a localized on-premise installation, PerfectForms provides a drag-and-drop editing environment that requires no coding whatsoever. Design all kinds of HTML-based web form solutions for replacing manual processes and enforcing compliance, accuracy and accountability. The intuitive designer allows “pixel perfect” forms to be styled and customized within a canvas, before defining how forms should respond to interactions, serve notifications and integrate collected data with third-party systems.

Additionally, PerfectForms offers workflow management support by leveraging the same code-free visual designer. Workflow applications tailored to meet the specific need of end users can be created rapidly to reduce development/deployment times, improve visibility on workflow process, raise compliance and cut costs. At the same time, application templates are also provided for business process modelling, workflow automation and optimization – making PerfectForms equally viable for building BPM solutions.

Pricing

Starting from
N/A
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

PerfectForms Reviews

Overall rating
4.7/5
94% positive reviews
15
Excellent
2
Very good
0
Average
0
Poor
1
Terrible
Zach K.

MSRB Perfect Forms

Used Daily for 1+ year
Reviewed on 2019/05/03
Review Source: Capterra

At MSRB, we do inspections for insurance companies on commercial properties and dwellings around the state. We also inspect every Fire department in the state of Mississippi and collect fire hydrant information around the state. When I started at the company, we collected all of this information on paper. Which means you would pull a trip and spend a whole week traveling around the state, doing these inspections. The next week you would complete your paperwork in the office and submit it. Pull your trip for the next week and start all over. Now we are able to submit our work to our field workers while they are in the field. Our inspectors can submit the inspections while they are still on the property. If there are any issues with the inspection, our quality control team can send the inspection back to the inspector to fix any issues or get any information that they need to complete the process. In the past, the inspector would have to make a trip back to the property to make any corrections to the inspection. Delaying the completion by two weeks. Our managers can keep track of the process from start to finish. This has eliminated unnecessary driving time, gas, and as I said before, lots of paper. Since using Perfect Forms our turn around time has been cut in half. We are saving money and the final product is a lot more professional looking.

Pros

I looked at multiple products to reduce paper around the office and in the field. Perfect Forms fit exactly what we were looking for. We are able to create our own forms and workflows. I like how we are able to capture data in the field and write to our SQL database, which is published to our website. We are able to pull this data back into a form. Our managers are able to track the full inspection process with customized Dashboards and send notifications. The software is easy to use with drag and drop tools. Perfect Forms does everything we need to perform our job. We have eliminated insane amounts of paper in our day to day operations.

Cons

Before we purchased Perfect Forms, we checked out multiple alternatives. A lot of them were straight out of the box applications that we could have started using immediately. When you start, you are given a blank canvas to build your ideas on so it takes a little time to get spun up and working, but once you have your vision laid out and a solid understanding how the program works, you can build exactly what you want. It is very easy to use. Instead of putting in a support ticket with an out of the box sollution, and most likely an associated fee, to fix any issues we have, I can fix these issues myself within minutes. With a little bit of creativity, you can build your application to look and function however you'd like.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Boris N.

Limitless Applications

Used Weekly for 1+ year
Reviewed on 2016/08/16
Review Source: Capterra

We are using PerfectForms across our business for all documentation which requires work flow management or approval. Every software has its limitation, but with the eforms made through PerfectForms are limitless.

I was in a project to implement a CPQ solution which could interface with our ERP system to facilitate the expansion of our business. We extensively researched what was available in the market and found that a ready made package was quite a large investment. To trial the new processes before investing in a "proper" CPQ solution, we constructed a simple product configurator tool using PerfectForms since it was already available in the business operating the general corporate forms. It has been almost 3 years since we made our first CPQ eform, it's limitation has exceeded our expectations. Today it has developed into a sales quoting, engineering request, order management, logistic and quality control tool, all connected and interfacing with our ERP system. I personally don't think there's anything out there that can do the same at the level that has been so customized to suit our business and philosophy.

Our experience with using PerfectForms has been quite intuitive and quick when constructing the common business electronic form. If one is experienced with database, web design or workflow management, the result from using PerfectForms is even more impressive and robust enough to cater larger organisations with the complexity required. The team at PerfectForms are very helpful and responsive. The professional services that are offered will address the specific business need or project through consultation with confidence a solution can be made.

Pros

I have created forms using Visio Studio in conjunction with MS Access SQL, Dreamweaver and have attempted using SharePoint. I find them all tedious in a way where one would require a background in web development or coding to produce something that is at a professional level. With Perfectforms, the end product can be outstanding for users at a basic level of "computers". It is split into three main categories; layout, behaviour and workflow. Once understanding the relationship between the three key aspects of Perfectform construction, there should be no lack of confidence in what it can do.

All the objects such as drop downs, multi-text scroll box, check boxes etc. that are essential to producing a form is readily available and customisable from a wide library to choose from. The concept of structuring the work flow is visual which makes it very intuitive. Setting a simple to complex behaviour on an object is made easy, pre-sets like "When object is clicked, when object is shown etc." can be customised to manipulate any aspect of the form to perform any required function. Perfectforms is able to communicate with external data and run external scripts. With allowance to interface to external data and commands, it makes it capable of anything.

With everything said here, I have constructed a number of intelligent forms without having to know any coding language. I also didn't have any prior training, the boss asked me to make it work and luckily it wasn't too hard.

Cons

To be clear, we are currently using version 2.0 which is Flash base.

I think it would be nice if it is possible to import vector graphics (dxf, eps, svg, etc.) which could improve the sharpness of the visuals in comparison with raster images. Or maybe the ability to draw your own. Unfortunately our version isn't cloud base, which makes us a little limited in providing access externally. Another limitation I came across with importing videos to be embed was limited to be under 10 minutes, however there are work around for this.

Overall, the functions of the form and reporting is not limited but I wanted to push the boundaries to make it a good looking form. We do intend to look into the upgrade to HTML 5 and cloud capabilities.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Andrew F.

Perfect Forms Testimonial

Used Daily for 2+ years
Reviewed on 2016/08/01
Review Source: Capterra

I have been using PerfectForms for several years now. Our University started with the system cloud based but after the first year moved in on site where we have continued to grow its' use all over the campus.

Pros

It is a very fast and very easy way to build out a GUI for a form or similar data collecting tool.

Cons

As a programmer the programming for non programmers way that PerfectForms sometimes handles logic can be very restrictive and it has a really hard time working with Functions and procedures in an Oracle Database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Nice features, but LOUSY support, and BUGGY product

Used Daily for 2+ years
Reviewed on 2019/03/19
Review Source: Capterra

Pros

Easy and straightforward process to build forms that can go anywhere and collect anything.

Cons

Lots of bugs. Flash-based product that work poorly with modern browsers; buggy controls for date and time data entry, issues emailing attached files (sometimes zero-byte files are attached instead of the actual file). I waited two years for their support org to fix the above bugs; they delivered a cumulative patch that was supposed to fix it all, but it only fixed about half of the reported issues, and then broke the API piece that I used to extract data from Perfectforms to insert into other business systems. I had to roll back to the prior (broken) version, and after two weeks, haven't heard a word other than a note that they closed my case in their ticketing system.

Response from PerfectForms

I'm very sorry to hear about your challenges. We launched the new version of the platform last year that eliminates the reliance on the Flash player and we have been migrating customers in phases since the new platform was launched. Since your name is not attached to the review, we're unsure where you are in the migration process currently. Regarding the API, when you integrate with other products that are not officially supported, there is the risk of disrupting connections when updates for either product are made since they are not part of our QA process.

Since the review doesn't include your name, unfortunately we can't reach out to you personally. If you could please email [email protected], we would appreciate the opportunity to discuss your concerns. Thank you for your feedback.

Thanks,
Paula Selvidge
CEO

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

3.0/10

Working with perfectforms has been a good experience since day one.

Used Daily for 2+ years
Reviewed on 2018/03/02
Review Source: Capterra

Pros

Customer Service has been very good which I think is important for a company to set itself apart from others. But mostly what I like and why I went with perfectforms was for the ease of setting up and creating my database solution. Both the forms and reports are easy to assemble and use. And this allowed us to get all our data in one place and make it quickly accessible for all team members.

Response from PerfectForms

Thank you for sharing your feedback about your experience with PerfectForms! I will pass along the comments on our customer service to the Support Team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

PerfectForms Pricing

Starting from
N/A
Pricing options
Free Trial
One Time License
Subscription
Value for money

Contact PerfectForms for sales inquiries and pricing details.

PerfectForms Features

  • Activity Dashboard
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Real Time Data

  • API
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Custom Fields
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for PerfectForms

Key features of PerfectForms

  • Build and process financial workflow forms
  • Build forms, manage access and define data sharing
  • Capture real time form/application data for reporting
  • Create surveys and feedback collection forms
  • Dashboards for viewing data report summaries
  • Data sharing with legacy or third-party systems
  • Deploy online forms to raise data accuracy and compliance
  • Design and style online forms based on HTML markup
  • Draft mode for testing & gaining approval before publishing
  • Drag & drop based visual form designer
  • Education applications
  • Email notifications for providing access on publish
  • Embed new forms into existing websites or apps
  • Human Resources Management
  • Intuitive visual designer requiring no coding skills
  • Leverage a library of existing templates or build new ones
  • Map business processes to create and maintain workflow apps
  • Report Designer for creating and defining custom reports
  • Responsive design for access across all devices
  • Transform form and app data into useful business insights

Benefits

  • PerfectForms can be installed locally or accessed as a hosted solution, offering flexible deployment across workflow and business process management.

  • Use the drag and drop based visual editor to design all manner of wholly customizable online forms or workflow applications, with no coding required.

  • Forms are accessible from any mobile device, sharing captured data with other systems – supporting workflow compliance and reducing IT resource dependence.

  • Draft mode for testing HTML forms and workflows applications among stakeholder users, before publishing at the click of a button or embedding within an existing site.

  • Extensive reporting capabilities built-in, visualizing real time data from multiple forms or applications with workflow summaries including charts, tables, lists and more.
  • PerfectForms FAQs

    Below are some frequently asked questions for PerfectForms.

    Q. What type of pricing plans does PerfectForms offer?

    PerfectForms offers the following pricing plans:

    Pricing model: One Time License, Subscription

    Free Trial: Available

    Contact PerfectForms for sales inquiries and pricing details.

    Q. What are the main features of PerfectForms?

    PerfectForms offers the following features:

    • Build and process financial workflow forms
    • Build forms, manage access and define data sharing
    • Capture real time form/application data for reporting
    • Create surveys and feedback collection forms
    • Dashboards for viewing data report summaries
    • Data sharing with legacy or third-party systems
    • Deploy online forms to raise data accuracy and compliance
    • Design and style online forms based on HTML markup
    • Draft mode for testing & gaining approval before publishing
    • Drag & drop based visual form designer
    • Education applications
    • Email notifications for providing access on publish
    • Embed new forms into existing websites or apps
    • Human Resources Management
    • Intuitive visual designer requiring no coding skills
    • Leverage a library of existing templates or build new ones
    • Map business processes to create and maintain workflow apps
    • Report Designer for creating and defining custom reports
    • Responsive design for access across all devices
    • Transform form and app data into useful business insights

    Q. Who are the typical users of PerfectForms?

    PerfectForms has the following typical customers:

    Mid Size Business, Public Administrations

    Q. What languages does PerfectForms support?

    PerfectForms supports the following languages:

    English

    Q. What type of pricing plans does PerfectForms offer?

    PerfectForms has the following pricing plans:

    One Time License, Subscription

    Q. Does PerfectForms support mobile devices?

    We do not have any information about what devices PerfectForms supports

    Q. What other apps does PerfectForms integrate with?

    PerfectForms integrates with the following applications:

    Salesforce Sales Cloud

    Q. What level of support does PerfectForms offer?

    PerfectForms offers the following support options:

    Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials