PerfectForms
Online form and application builder for business workflows
4,9 /5 (21 reviews) Write a Review!PerfectForms Overview
What is PerfectForms?
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.
PerfectForms Overview
Pricing
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Contact PerfectForms for sales inquiries and pricing details.
PerfectForms Features
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PerfectForms Reviews
PerfectForms Reviews
Great product, great team!
It's great. I am able to create the forms my school district needs, and PerfectForms support is always there when I need a little help.
MSRB Perfect Forms
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.
Working with perfectforms has been a good experience since day one.
PerfectForms
PGSD's most used form is the Field Trip Form for our Transportation Department. Teachers are able to submit the form, then the form will route automatically to the various approval levels. This is very convenient for all approval levels and the Transportation Department.
Perfectforms lives up to its name
My company had a lot of little workflows that couldn't be adequately captured in our core systems, so we had a lot workflows powered by passing an excel spreadsheet around, etc. PF is a solution that allows me to build a form and a workflow in just a few minutes to automate those processes. We use it for everything from reporting Safety incidents, to managing reservations for company properties, to approving IT new user access requests (access to our IT systems, which have to get approved by a LOT of people). It is used to manage some employee benefits that didn't fit our HR system. It manages customer complaints and resolutions. It manages an employee recognition system. In short, it fills a ton of gaps between our core systems, and allows us to do it in-house and quickly.
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Great product, great team!
Pros
It does exactly what we want. It allows us to create powerful online forms in house without having to work directly with code.
Cons
My only complaint (if I had to come up with one) is that the forms are not responsive. Once you set the page size, that's the size it's going to be regardless of the device it's viewed on.
MSRB Perfect Forms
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.
Working with perfectforms has been a good experience since day one.
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.
PerfectForms
PGSD's most used form is the Field Trip Form for our Transportation Department. Teachers are able to submit the form, then the form will route automatically to the various approval levels. This is very convenient for all approval levels and the Transportation Department.
Pros
I love the different levels of routing that PerfectForms can complete.
Cons
It is very technical, which can be difficult for someone who is not necessarily in tune to logical thinking.
Perfectforms lives up to its name
My company had a lot of little workflows that couldn't be adequately captured in our core systems, so we had a lot workflows powered by passing an excel spreadsheet around, etc. PF is a solution that allows me to build a form and a workflow in just a few minutes to automate those processes. We use it for everything from reporting Safety incidents, to managing reservations for company properties, to approving IT new user access requests (access to our IT systems, which have to get approved by a LOT of people). It is used to manage some employee benefits that didn't fit our HR system. It manages customer complaints and resolutions. It manages an employee recognition system. In short, it fills a ton of gaps between our core systems, and allows us to do it in-house and quickly.
Pros
I love that I can create BY MYSELF just about any form I can dream up, and design pretty much any workflow process to go with it. It has great integration with my internal databases, so I can pre-populate form fields based on who has opened the form, and can interface data in my forms both to and from my other systems.
Cons
Old versions didn't work as well as the new 6.x version. I had previously given PerfectForms a less than stellar rating for some of those problems. This new version seems to have solved them all, and is 100% HTML based, so no more problems with using Flash.
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PerfectForms Pricing
PerfectForms Pricing
Contact PerfectForms for sales inquiries and pricing details.
Contact PerfectForms for sales inquiries and pricing details.
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PerfectForms Features
PerfectForms Features
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Categories
Additional information for PerfectForms
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 FAQs
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:
Public Administrations, Mid Size Business
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:
Formstack Documents, Salesforce Sales Cloud
Q. What level of support does PerfectForms offer?
PerfectForms offers the following support options:
Online Support, Phone Support, Knowledge Base, Forum, Video Tutorials
It's great. I am able to create the forms my school district needs, and PerfectForms support is always there when I need a little help.