PerfectForms

Online form and application builder for business workflows

About 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.

Key benefits of PerfectForms

  • 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.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    PerfectForms hero shot shown runnning on multiple devices
    PerfectForms Connections Dashboard showing data integration options
    PerfectForms showing the Forms Dashboard and publish button
    PerfectForms showing the integrated form designer
    PerfectForms showing workflow status reporting and properties
    View 6 more
    PerfectForms video PerfectForms video PerfectForms screenshot: PerfectForms hero shot shown runnning on multiple devices PerfectForms screenshot: PerfectForms Connections Dashboard showing data integration options PerfectForms screenshot: PerfectForms showing the Forms Dashboard and publish button PerfectForms screenshot: PerfectForms showing the integrated form designer PerfectForms screenshot: PerfectForms showing workflow status reporting and properties

    Features

    Total features of PerfectForms: 35

    • Access Controls/Permissions
    • Activity Dashboard
    • Alerts/Notifications
    • Approval Process Control
    • Archiving & Retention
    • Business Process Automation
    • Business Process Control
    • Calendar Management
    • Charting
    • Collaboration Tools
    • Compliance Management
    • Compliance Tracking
    • Configurable Workflow
    • Customizable Dashboard
    • Customizable Reports
    • Customizable Templates
    • Data Synchronization
    • Document Management
    • Drag & Drop
    • Financial Management
    • Forms Management
    • Graphical Workflow Editor
    • HTML5 Technology
    • Mobile Access
    • Process Change Tracking
    • Process Modeling & Designing
    • Process/Workflow Automation
    • Real Time Data
    • Reporting/Analytics
    • Surveys & Feedback
    • Task Management
    • Version Control
    • Web Forms
    • Website Integration
    • Workflow Configuration

    Alternatives

    Asana

    4,4
    #1 Alternative to PerfectForms
    Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

    Quixy

    4,8
    #2 Alternative to PerfectForms
    Quixy is a cloud-based No Code digital transformation platform that empowers business users with no coding skills to...

    HarmonyPSA

    4,5
    #3 Alternative to PerfectForms
    HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

    Groupe.io

    4,9
    #4 Alternative to PerfectForms
    Groupe.io is an all-in-one employee app that connects and digitizes the entire workforce, from HQ to the frontline,...

    Reviews

    Overall rating

    4,7 /5
    (21)
    Value for Money
    4,7/5
    Features
    4,6/5
    Ease of Use
    4,6/5
    Customer Support
    4,7/5

    Already have PerfectForms?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 21
    Lauren H.
    Overall rating
    • Industry: Primary/Secondary Education
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great product, great team!

    Reviewed on 2019/05/02

    It's great. I am able to create the forms my school district needs, and PerfectForms support is...

    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.

    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.

    Zach K.
    Overall rating
    • Industry: Insurance
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    MSRB Perfect Forms

    Reviewed on 2019/05/03

    At MSRB, we do inspections for insurance companies on commercial properties and dwellings around...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Automotive
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

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

    Reviewed on 2018/03/02

    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.

    Jeannie S.
    Overall rating
    • Industry: Education Management
    • Company size: 1 001-5 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    PerfectForms

    Reviewed on 2019/08/27

    PGSD's most used form is the Field Trip Form for our Transportation Department. Teachers are able...

    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.

    Scott G.
    Overall rating
    • Industry: Real Estate
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Perfectforms lives up to its name

    Reviewed on 2020/07/24

    My company had a lot of little workflows that couldn't be adequately captured in our core systems,...

    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.

    Showing 5 reviews of 21 Read all reviews

    PerfectForms FAQs

    Below are some frequently asked questions for PerfectForms.

    PerfectForms offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Contact PerfectForms for sales inquiries and pricing details.

    We do not have any information about PerfectForms features

    PerfectForms has the following typical customers:

    11-50, 201-500

    PerfectForms supports the following languages:

    English

    PerfectForms supports the following devices:

    PerfectForms integrates with the following applications:

    Salesforce Sales Cloud

    PerfectForms offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for PerfectForms.