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PerfectForms REVIEW

Forms Automation Software

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What is PerfectForms?

PerfectForms is a flexible online form building platform that also offers workflow and business process management (BPM) features. It can be deployed as a cloud-based or on-premise solution. The app offers a drag-and-drop editing environment that needs no coding. You can design all kinds of HTML-based web form solutions to replace manual processes and enforce accountability, accuracy, and compliance. The intuitive designer allows “pixel perfect” forms to be customized and styled within a canvas, before defining how forms should serve notifications, respond to interactions, and integrate collected data with third-party solutions.

On top of that, PerfectForms offers workflow management support by using the same code-free visual designer. You can quickly create workflow applications to meet the specific needs of end users to minimize deployment/development times, reduce costs, raise compliance, and boost visibility on workflow process. At the same time, application templates are also offered for business process modeling, and workflow optimization and automation – making PerfectForms equally viable for creating BPM solutions.

Overview of PerfectForms Benefits

PerfectForms can be installed on your servers or accessed as a hosted system, offering flexible deployment across workflow and business process management. You can use the drag and drop based visual editor to design all types of customizable online forms or workflow applications, with no coding needed.

Forms can be accessed on any mobile device, sharing captured data with other solutions – supporting workflow compliance and minimizing dependence on IT resources. You can use the draft mode to test HTML forms and workflows apps among stakeholder users, before publishing with a button click or embedding within an existing website.

PerfectForms offers extensive built-in reporting capabilities, visualizing real time data from multiple apps or forms with workflow summaries including lists, tables, charts and more. 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

  • 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 and gaining approval before publishing
  • Drag and 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

PerfectForms Position In Our Categories

Position of PerfectForms in our main categories:


PerfectForms is one of the top 20 Forms Automation Software products


PerfectForms is one of the 20 Workflow Management Software products


PerfectForms is one of the 20
Forms Automation Software products


PerfectForms is one of the 20
Workflow Management Software products

If you are considering PerfectForms it might also be beneficial to investigate other subcategories of Best Forms Automation Software collected in our base of B2B software reviews.

Companies have different needs and requirements and no software platform can be just right in such a condition. It is pointless to try to find an ideal out-of-the-box software product that meets all your business wants. The smart thing to do would be to customize the system for your specific wants, staff member skill levels, budget, and other factors. For these reasons, do not hurry and pay for well-publicized leading systems. Though these may be widely used, they may not be the best fit for your particular requirements. Do your groundwork, investigate each short-listed platform in detail, read a few PerfectForms reviews, call the vendor for explanations, and finally choose the product that provides what you need.

How Much Does PerfectForms Cost?

PerfectForms Pricing Plans:

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

User Satisfaction

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
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Medium Business
  • Cloud Hosted
  • On Premise

What Support Does This Vendor Offer?


What are PerfectForms pricing details?

PerfectForms Pricing Plans:

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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