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

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

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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
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

PerfectForms Reviews

PerfectForms Reviews

Overall rating
4,9
/
5
Excellent
18

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,7
Ease of Use
4,7
Customer Support
4,9
100% recommended this app
Lauren H.

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.


Zach K.

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.


Verified Reviewer

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


Jeannie S.

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.


Scott G.

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.


Lauren H.
Industry: Primary/Secondary Education
Company size: 201-500 Employees

Great product, great team!

Used Daily for 2+ years
Reviewed on 2019/05/02
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Zach K.
Industry: Insurance
Company size: 51-200 Employees

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

Verified Reviewer
Industry: Automotive

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

Jeannie S.
Industry: Education Management
Company size: 1 001-5 000 Employees

PerfectForms

Used Daily for 2+ years
Reviewed on 2019/08/27
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Scott G.
Industry: Real Estate
Company size: 201-500 Employees

Perfectforms lives up to its name

Used Daily for 2+ years
Reviewed on 2020/07/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,8/10
Based on 21 user ratings
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PerfectForms Pricing

PerfectForms Pricing

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

Contact PerfectForms for sales inquiries and pricing details.

Contact PerfectForms for sales inquiries and pricing details.

Value for Money
4,8/5
Based on 21 user ratings
Compare value for money rating with alternatives
Compare with alternatives

PerfectForms Features

PerfectForms Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,7/5
Based on 21 user ratings
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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 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

    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