PerfectForms Features

PerfectForms

Online form and application builder for business workflows

4.65/5 (20 reviews)

PerfectForms Feature Summary

  • Education applications
  • Human Resources Management
  • Email notifications for providing access on publish
  • Deploy online forms to raise data accuracy and compliance
  • Map business processes to create and maintain workflow apps
  • Report Designer for creating and defining custom reports
  • Leverage a library of existing templates or build new ones
  • Data sharing with legacy or third-party systems
  • Build and process financial workflow forms
  • Build forms, manage access and define data sharing
  • Intuitive visual designer requiring no coding skills
  • Responsive design for access across all devices
  • Capture real time form/application data for reporting
  • Embed new forms into existing websites or apps
  • Dashboards for viewing data report summaries
  • Drag & drop based visual form designer
  • Create surveys and feedback collection forms
  • Transform form and app data into useful business insights
  • Draft mode for testing & gaining approval before publishing
  • Design and style online forms based on HTML markup

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (544 other apps)
Activity Dashboard (427 other apps)
Activity Tracking (278 other apps)
Audit Trail (259 other apps)
Auditing (315 other apps)
Automatic Notifications (429 other apps)
Compliance Management (292 other apps)
Custom Fields (231 other apps)
Customizable Reporting (342 other apps)
Data Import/Export (316 other apps)
Document Storage (255 other apps)
Inventory Management (311 other apps)
Inventory Tracking (262 other apps)
Invoice Management (237 other apps)
Monitoring (237 other apps)
Real Time Data (289 other apps)
Real Time Reporting (242 other apps)
Reporting & Statistics (375 other apps)
Third Party Integration (306 other apps)
Workflow Management (315 other apps)

Competitor Feature Comparison

PerfectForms Feature Reviews

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

Paul Kool

Speed Up Your Internal Processes; Save Time and Money

2019-09-17

This saves a significant amount of time and manual labour.

Pros

Forms maintain a highly detailed audit trail of each change that occurs as they make their rounds which is very useful in terms of security.

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
Boris Nguyen

Limitless Applications

2016-08-16

I was in a project to implement a CPQ solution which could interface with our ERP system to facilitate the expansion of our business.

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
Read more
Zach Kennedy

MSRB Perfect Forms

2019-05-03

Now we are able to submit our work to our field workers while they are in the field.

Pros

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.

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
Michael Kandah

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
Murro Van Meter

PerfectForms is an excellent product with excellent customer service.

2017-09-08

We save at least one employee processing forms. 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
Anonymous
(Real Estate company, 201-500 employees)

Nice features, but LOUSY support, and BUGGY product

2019-03-19

Pros

Easy and straightforward process to build forms that can go anywhere and collect anything.

Cons

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from PerfectForms


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 support@perfectforms.com, we would appreciate the opportunity to discuss your concerns. Thank you for your feedback.

Thanks,
Paula Selvidge
CEO

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Ariane Cleverly

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 Filson

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
Jeannie Steer

PerfectForms

2019-08-27

Teachers are able to submit the form, then the form will route automatically to the various approval levels.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

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
Jason McGinnis

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 Stevens

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 Korinek

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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Laurent Strubbe

Perfect form app!

2015-12-04

The forms can be customized as we want and they are adapted to all screens.

Rating breakdown

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

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 Crump

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
Arnie Rind

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