PerfectForms Review

Our score: 8.4 User satisfaction: N/A

What is PerfectForms?

PerfectForms is a customizable web-based form creation platform with integrated business process and workflow management features. Can be deployed on-premise or online via cloud, this app enables users, even newbies, to easily create and edit forms using a smart drag and drag editor. With PerfectForms, you can virtually achieve significant operational efficiencies with the numerous HTML-based online forms you can create to replace traditional operational procedures as well as enforce accountability, accuracy, and compliance. You can first design your office forms based on your preferences and then determine its various functions, such as how it delivers notifications, react to transactions, and incorporate gathered information using external applications.

With the same user-friendly visual editor, PerfectForms also provides efficient workflow management support. You can quickly create workflow applications to address the various context-specific end-user requirements to minimize deployment/development times, reduce costs, raise compliance, and enhance visibility on workflow operations. PerfectForms also offers robust BPM solutions since you can also use its application templates for enabling workflow automation and optimization as well as for various BPM functions.

Overview of PerfectForms Benefits

PerfectForms offers high flexibility in terms of deployment as it can be accessed via cloud or on premise, thus providing that needed mobility to your work teams, whether they’re in the office or out in the field. Then there’s the convenience of using drag-and-drop to easily create new forms or workflow systems or revise existing ones.

This app also allows reduced reliance on IT resources and facilitates workflow compliance among teams because all forms are readily accessible using any device. You can even share workflow applications and web forms with team members at the draft mode to test them first prior to actual publication.

PerfectForms offers extensive built-in reporting capabilities and supports real time visualization for apps or forms, complete with key elements such as workflow lists, tables, charts and summaries. You can create any type of workflow app or online form, without writing a single line of code. Simply drag and drop to design a pixel-perfect user interface, map the workflow, generate reports, and integrate with other solutions – all without coding.

As mentioned earlier, you can access the workflow forms software on the vendor’s servers (hosted in the cloud) or from your server (on-premise), depending on your needs.

  • In the cloud (on-demand): Access the solution from the vendor’s servers, so no need to maintain a server.
  • Installed locally (on-premise): Install the system on your server, giving you complete control.

Top features of PerfectForms include intuitive, drag and drop, visual designer, robust reporting capabilities, easy data sharing with other solutions, and access to forms from any mobile device. You can use the app to improve visibility to processes, boost process efficiency, minimize operational costs, enforce workflow compliance, and reduce dependence on IT resources.

Overview of PerfectForms Features

  • Financial Workflow Forms Creation
  • Access Management
  • Data Sharing Definition
  • Real Time Form/App Data Capturing
  • Survey and Feedback Forms Creation
  • Data Report Dashboards
  • Third-Party Information Sharing
  • Online Forms Deployment for Information Accuracy/Compliance
  • Use of HTML Markup to Design Online Forms
  • Draft Mode
  • Drag and Drop Functionality
  • Email Notifications
  • New Form Embedding Into Websites/Apps
  • HR Management
  • Template Library
  • Business Process Mapping
  • Report Designer
  • Responsive Design

PerfectForms Position In Our Categories

Knowing that companies have distinctive business-related wants, it is wise that they steer clear of selecting a one-size-fits-all, ”best” software product. Be that as it may, it is almost impossible to try to pinpoint such an app even among well-known software products. The efficient step to undertake can be to shortlist the different critical aspects which entail careful thought such as essential features, budget, skill aptitude of staff members, organizational size, etc. After which, you should do your product research exhaustively. Go over these PerfectForms review articles and scrutinize the other software systems in your shortlist in detail. Such all-encompassing research ensure you circumvent unfit applications and pay for the one which meets all the benefits your business requires in sustaining growth.

Position of PerfectForms in our main categories:

TOP 20

PerfectForms is one of the 20 leading Forms Automation Software tools

TOP 20

PerfectForms is one of the 20 Workflow Management Software products

If you are considering PerfectForms it may also be beneficial to check out other forms automation software recommendation lists available in our database of B2B software reviews.

Organizations have diverse wants and requirements and no software solution can be perfect in such a scenario. It is pointless to try to find an ideal out-of-the-box software system that meets all your business requirements. The smart thing to do would be to modify the system for your specific needs, employee skill levels, budget, and other aspects. For these reasons, do not rush and subscribe to well-publicized popular applications. Though these may be widely used, they may not be the ideal fit for your unique requirements. Do your homework, investigate each short-listed system in detail, read a few PerfectForms Forms Automation Software reviews, speak to the vendor for explanations, and finally choose the app that offers what you require.

How Much Does PerfectForms Cost?

PerfectForms Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

PerfectForms’ enterprise pricing information is available only upon request. Contact the vendor for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Forms Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PerfectForms reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PerfectForms. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are PerfectForms pricing details?

PerfectForms Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

PerfectForms’ enterprise pricing information is available only upon request. Contact the vendor for more details, and ask for your quote.

What integrations are available for PerfectForms?

Connections in PerfectForms allow easy integrations. It is a flexible tool that can be utilized to create basic web forms as well as complex applications with third party integrations. You can use the app‘s Connections tab to easily configure connections to other software. Available integrations include SOAP API/Web service calls, connections to PerfectForms form data, directory service connections, and database connections.


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Reviewed By Jenny Chang
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