PerfectForms Features

PerfectForms

Online form and application builder for business workflows

4.86/5 (22 reviews)

Competitor Feature Comparison

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 Forms
Customizable Reports
Customizable Templates
Data Synchronization
Document Management
Drag & Drop
Electronic Signature
Financial Management
Forms Creation & Design
Forms Management
Full Text Search
GPS
Graphical Workflow Editor
HTML5 Technology
Mobile Access
Offline Access
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Real Time Data
Real-time Updates
Reporting/Analytics
Role-Based Permissions
Surveys & Feedback
Task Management
Version Control
Video Support
Web Forms
Website Integration
Workflow Configuration
Learn moreCompare App
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 Forms
Customizable Reports
Customizable Templates
Data Synchronization
Document Management
Drag & Drop
Electronic Signature
Financial Management
Forms Creation & Design
Forms Management
Full Text Search
GPS
Graphical Workflow Editor
HTML5 Technology
Mobile Access
Offline Access
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Real Time Data
Real-time Updates
Reporting/Analytics
Role-Based Permissions
Surveys & Feedback
Task Management
Version Control
Video Support
Web Forms
Website Integration
Workflow Configuration
Visit WebsiteCompare App
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 Forms
Customizable Reports
Customizable Templates
Data Synchronization
Document Management
Drag & Drop
Electronic Signature
Financial Management
Forms Creation & Design
Forms Management
Full Text Search
GPS
Graphical Workflow Editor
HTML5 Technology
Mobile Access
Offline Access
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Real Time Data
Real-time Updates
Reporting/Analytics
Role-Based Permissions
Surveys & Feedback
Task Management
Version Control
Video Support
Web Forms
Website Integration
Workflow Configuration
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PerfectForms Feature Reviews

18 reviewers had the following to say about PerfectForms's features:

Boris N.

Limitless Applications

2016-08-16

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.

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering PerfectForms

If you want a tool to cover existing paper trail of your business and have all the processes to be united and managed in a certain manner, this is what you need. If there's a calling in your business establish or improve reporting through paperless processes, this what you need. If its about time to liberate your business from the dark ages, this is what you definitely need. I have seen what has been created using Perfectforms and how it has helped transform a business with little discipline in process management to a contemporary corporate business leading its market today. It is a powerful tool when the time and effort is put in correctly.

Source: Capterra
Helpful?   Yes   No
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Scott G.

Perfectforms lives up to its name

2020-07-24

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.

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.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Murro V.

PerfectForms is an excellent product with excellent customer service.

2017-09-08

It allow us to receive the necessary releases and permissions.

Pros

the complex workflows allow us to receive the necessary releases and permissions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael K.

Exceptional Software

2016-02-06

It has allowed my company to save time and money. The workflow management tool has been a key function in improving operation efficiency and the application building software it simple to use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1001-5000 employees)

Streamline your business processes with PerfectForms

2021-07-19

Overall, PaymentForms helps us connect various workflows from our different core systems.

Pros

It's helped us streamline our business processes, workflows, and approval processes.

Cons

I really don't have much to complain about with PerfectForms. It's a great tool that connects our various core systems.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joyce R.

Perfect Forms: Way More than Forms

2019-12-13

Evaluations, Payment Requests, Travel Requests, and many more.

Pros

I am able to collect and analyze data for budgeting and travel information.

Cons

The Perfectforms software is capable of performing well above my current use. The training videos and helpdesk are very useful and responsive but I would like to learn more so that I can use the product to its fullest potential-- that part is up to me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Zach K.

MSRB Perfect Forms

2019-05-03

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.

Pros

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.

Cons

It is very easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ariane C.

PerfectForms exceeds my expectations!

2015-12-10

I personally use the reporting feature to gather data in an excel format and share the information with my colleagues.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-03-02

Pros

And this allowed us to get all our data in one place and make it quickly accessible for all team members.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

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.

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Andrew F.

Perfect Forms Testimonial

2016-08-01

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PerfectForms

Put all your logic and controls in behaviors it is a far easier way to teach the logic to people that do not have a background in a programming related field. It helps visually for them to follow the logic.

Source: Capterra
Helpful?   Yes   No
Read more
Paul K.

Speed Up Your Internal Processes; Save Time and Money

2019-09-17

This saves a significant amount of time and manual labour.

Pros

I liked the ability to build and automate any specific workflow or functionality with an amazing degree degree of detail and precision.

Cons

Developers are competent and easy to work with; support is excellent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth F.

PerfectForms E-Form Workflow

2015-11-09

We had a business need to be able to develop web-based, workflow driven e-forms and we didn't want to need a programmer to do the work.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Arnie R.

Great product with excellent technical support

2016-01-04

The connection agent allows me great flexibility and update capabilities with our existing systems. Workflow is a dream to work with.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jason M.

Efficient Workflow Forms Creation

2016-04-13

We use this program for many of our forms that require a workflow with conditions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jon S.

An Excellent Form/Workflow Management Tool

2016-05-17

As a result, I wouldn't hesitate to recommend Perfect Forms for complex workflow applications.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth K.

PerfectForms Review

2019-04-03

Perfect Forms is a fantastic tool that integrates perfectly with our website.

Pros

Perfect Forms is a great tool for our online enrollments.

Cons

Steep learning curve for the product. Not the most intuitive to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from PerfectForms


Thank you for the feedback Elizabeth! We're happy to hear PerfectForms is working well for your online enrollment process and you've been happy with our service level.

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Lauren H.

A Great Tool!

2017-01-12

PerfectForms allows me to create forms with complicated workflows and behaviors (it also allows me to create very simple forms as well, of course), and their support staff are always helpful whenever I can't figure out how to do something more advanced.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David C.

An amazing forms solution that everyone should use

2015-11-12

PerfectForms is the epitome of excellence in software design that every development company should attempt to achieve.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more