Online form and application builder for business workflows
4.7/5 (20 reviews)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.
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.
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.
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.
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.
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.
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
Contact PerfectForms for sales inquiries and pricing details.
Below are some frequently asked questions for PerfectForms.
PerfectForms offers the following pricing plans:
Pricing model: One Time License, Subscription
Free Trial: Available
Contact PerfectForms for sales inquiries and pricing details.
PerfectForms offers the following features:
PerfectForms has the following typical customers:
Mid Size Business, Public Administrations
PerfectForms supports the following languages:
English
PerfectForms has the following pricing plans:
One Time License, Subscription
We do not have any information about what devices PerfectForms supports
PerfectForms integrates with the following applications:
Salesforce Sales Cloud
PerfectForms offers the following support options:
Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
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.