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Top Rated Forms Automation Software with Search/Filter in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Search and filter functions enable users to quickly locate specific documents, emails, or data. They streamline task management, improve productivity, and enhance service efficiency by providing multiple ways to find necessary information and organize work. Our reviewers in forms automation software rated this feature as important.

3 Best Forms Automation Software with Search/Filter

  • Smartsheet
  • Google Workspace
  • monday.com - Highest rated for search/filter

See other top Forms Automation products with search/filter

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the forms automation software category. They also needed to have sufficient reviews about search/filter, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for search/filter based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Smartsheet logo
4.5
(3.4K)
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User insights about the search/filter feature

Reviewers indicate that Smartsheet's search and filter capabilities enhance productivity and efficiency in managing large datasets. They appreciate the ability to finely refine data for specific situations and the option to save and share filters. Users find the search function quick and accurate, though some mention occasional issues with filters not showing desired results. They value the ease of creating, saving, and cloning filters, which saves time in daily work and planning. Overall, users find these functionalities essential for effective project management.
“Search and Filter function saves a lot of time - in daily work and planning; like the ability to save filters so they do not need to be repeated, and the ability to clone/copy filters to create new filters, saving a lot of time.”
Verified reviewer profile picture

Steve P.

Senior Specialist

“The Search and Filter functionality in Smartsheet is a key feature that enhances productivity and efficiency in managing large datasets and collaborating on projects.”
CS

Chitturi S.

IT Compliance Engineer II

Forms Automation key features coverage

Smartsheet offers 4 out of the 6 key features for Forms Automation software identified by reviewers:

Customizable Forms
Customizable Fields4.6
Mobile Access4.4
Forms Creation & Design4.7
Data Import/Export4.5
Electronic Signature

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Google Workspace logo
4.7
(17.4K)
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User insights about the search/filter feature

Reviewers highlight Google Workspace's powerful search and filter capabilities, noting their integration across Gmail, Google Drive, and Google Calendar. They appreciate the speed, accuracy, and relevance of search results, which help in quickly locating files, emails, and other content. Users find the customizable filters useful for narrowing down search criteria, saving time, and enhancing productivity. They report that the search engine is superior to alternatives, though some mention occasional issues with document search. Overall, users find these functionalities crucial for managing large volumes of data efficiently.
“Google Mail's search is way more efficient than Outlook's! In my experience with Outlook, if I search a key word, Outlook will pull up every little document with every "letter" in the key word making searching and filtering very difficult to find what I am looking for. Google's search and filter is much more efficient and I am always able to find exactly what I am looking for.”
KB

Kaela B.

Chief Operating Officer

“I appreciate the "Search/Filter" feature in Google Workspace for its speed and accuracy. It allows users to quickly locate specific emails, documents, or files by using keywords, filters, and advanced search options. This helps save time, especially”
Verified reviewer profile picture

Muqtada J.

control and system

Forms Automation key features coverage

Google Workspace offers 6 out of the 6 key features for Forms Automation software identified by reviewers:

Customizable Forms4.5
Customizable Fields4.3
Mobile Access4.6
Forms Creation & Design4.6
Data Import/Export4.6
Electronic Signature4.3

Pros and cons based on 17,471 verified reviews

75% of users rated Google Workspace 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 17,471 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Cons:

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details

Pricing

Starting price:$7 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

monday.com logo
4.6
(5.7K)
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User insights about the search/filter feature

Reviewers appreciate monday.com's search and filter capabilities for their simplicity and ease of use. They report that these functionalities allow them to quickly locate tasks, projects, and updates, which is particularly valuable when managing large volumes of data. Users highlight the ability to filter by columns and various conditions, which helps in prioritizing tasks and streamlining communication. They find the search feature intuitive and comparable to Google search, making it efficient to find specific information without scrolling through numerous items.
“The Search/Filter feature in monday.com is essential for quickly locating specific tasks, projects, or updates, saving time and ensuring team members can focus on relevant information amidst large volumes of data.”
BM

Bharat M.

SEO Specialist

“Search and filter functionalities in monday.com empower you to quickly find specific information within your projects, streamlining navigation and task management.”
GS

Girish S.

Operations Engineering Management

Forms Automation key features coverage

monday.com offers 5 out of the 6 key features for Forms Automation software identified by reviewers:

Customizable Forms4.6
Customizable Fields4.5
Mobile Access4.4
Forms Creation & Design4.4
Data Import/Export4.4
Electronic Signature

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Forms Automation Software with Search/Filter in 2026

Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Read more about Google Workspace

Users also considered
Docusign logo

Electronic signature & document approval software

learn more
Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Read more about Docusign

Users also considered
SurveyMonkey logo

Online survey and feedback collection platform

learn more
Streamline data collection with SurveyMonkey forms. Integrate with 200+ business tools to automate follow-ups, trigger actions based on submissions, and track responses in real-time. From registrations to payments, our powerful AI-powered platform helps you save time and turn data into action.

Read more about SurveyMonkey

Users also considered
Connecteam logo
Category Leaders

Enhance employee management with the only all-in-one app

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An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

Read more about Connecteam

Users also considered
monday.com logo

Project management software

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Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

Read more about monday.com

Users also considered
Vagaro logo

All-in-one software for beauty, wellness, & fitness pros

learn more
Vagaro is the best online forms & customer profile management system. Your clients can fill in forms, waivers, surveys & more. Try Vagaro for FREE today! 

Read more about Vagaro

Users also considered
Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

learn more
Jotform helps you create online forms and collect data, all without needing to write a single line of code.

Read more about Jotform

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

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Wrike logo

AI powered workflow management platform

learn more
Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

Read more about Wrike

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UpKeep logo

Asset operations management software for businesses

learn more
UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

Read more about UpKeep

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

learn more
MaintainX is an AI-powered maintenance and asset management software designed for industrial teams. The platform enables organizations to create and track work orders, manage preventive maintenance schedules, and monitor parts inventory across multiple sites. MaintainX integrates IoT sensors for real-time equipment monitoring and provides customizable reporting tools that transform operational data into actionable insights for reducing downtime and improving efficiency.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

learn more
PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Read more about PandaDoc

Users also considered
SurveyLegend logo

Mobile-friendly survey management platform

learn more
SurveyLegend enables you to create mobile-friendly surveys, forms, & polls with ease—now with advanced form automation. Streamline data collection, cut manual tasks, & eliminate errors. Automate workflows, trigger actions, & save time while capturing accurate, actionable responses effortlessly.

Read more about SurveyLegend

Users also considered
pdfFiller logo

Online PDF form filler & editor

learn more
pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

Read more about pdfFiller

Users also considered
Process Street logo
Category Leaders

AI-enabled compliance operations platform.

learn more
Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

learn more
Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

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Submittable logo

Grant management and CSR software

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Submittable provides grant management and corporate social responsibility software for foundations, governments, and corporations. The platform enables organizations to build customizable application forms, manage review processes, and track program budgets in real time without technical expertise. It includes features for fraud prevention, impact reporting, and automated workflows that help streamline administrative tasks.

Read more about Submittable

Users also considered
Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

Read more about Bitrix24

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Weave logo

Customer communication and appointment scheduling solution

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Weave is the all-in-one customer communications and engagement platform for small and midsize business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

Read more about Weave

Users also considered
SendGrid logo

Delivers reliable email at scale for businesses

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SendGrid is a solution that provides a cloud-based email infrastructure to help relieve businesses of the cost and complexity of maintaining custom email systems. It provides email delivery, scalability and real-time analytics along with APIs. The platform also offers SMTP service, email validation, deliverability insights, and dynamic templates, while supporting multiple programming languages including Node.js, Python, and Java.

Read more about SendGrid

Users also considered
TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Users also considered
Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

Read more about Pipefy

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CustomerHero logo

Online survey creator and feedback collection

learn more
Startquestion is a web-based tool for creating surveys, quizzes, and forms to collect orders or registrations, study customers, evaluate employees, and more

Read more about CustomerHero

Users also considered
Pointerpro logo

Assessments and surveys for generating personalized reports

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Pointerpro is an all-in-one assessment software platform that enables users to create online assessments and automatically generate personalized PDF reports for respondents. The platform features a drag-and-drop report builder, scoring capabilities, and multiple assessment types including personality tests, risk assessments, and surveys, while maintaining ISO 27001 certification for data security.

Read more about Pointerpro

Users also considered
Jotform Sign logo

Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

Read more about Jotform Sign

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Key features for Forms Automation software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Customizable Forms: Users value the ability to tailor forms to specific needs, including branding with organizational colors, adding various question types, and creating professional-looking templates. 95% of reviewers rated this feature as important or highly important.
  • Customizable Fields: Reviewers appreciate the flexibility to modify fields for different data types, ensuring accurate data collection, and enhancing user experience. 95% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers highlight the convenience of accessing and managing forms on mobile devices, ensuring productivity and flexibility for remote and on-the-go users. 92% of reviewers rated this feature as important or highly important.
  • Forms Creation & Design: Users highlight the ease of creating and designing forms using templates, drag-and-drop tools, and customization options to meet specific business needs. 92% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers appreciate the seamless integration with other tools and the ability to import/export data in multiple formats, facilitating efficient data management. 90% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users find the ability to collect electronic signatures directly in forms crucial for streamlining processes, enhancing security, and ensuring legal compliance. 85% of reviewers rated this feature as important or highly important.