Does Your Form Creation Software Have All the Features You Need?

If you need to create the occasional one-off form, there are any number of free online resources that will help you do that.

Puzzled girl with a laptop

It’s probably smart to be wary of free software you find on the internet.

But if online forms are a regular part of your business workflows, then you need more in a form software solution. You may ask yourself why you should pay for form creation software when you can make forms for free using Google Docs, but the fact is, outstanding form software can deliver impressive ROI through its productivity- and efficiency-boosting features.

Many if not most forms are workflow elements. In other words, completion of the form is an essential step in getting a work process completed. What if those forms were part of an overall workflow solution rather than just one-off forms users have to access through Google or some other provider?

Look for the following form features in your form creation software and you can not only have the forms you want, but also streamline workflows and improve the efficiency and productivity of your business. 

You Shouldn’t Have to Program

You might find form creation software that allows powerful custom form creation for an enticingly low price. Then, when you try to learn how to use it, you may be surprised to learn that creating those forms requires HTML, PHP, CSS, or JS scripting and that neither you nor anyone else in your business knows how to do that.

You could probably learn enough HTML to get by, but that’s not a good use of your time. Form creation software is supposed to make running your business easier, not harder. When evaluating form software options, be certain that the package you choose doesn’t require coding.

Think About Features You Want Over the Long Term

Today you want a simple online form so new customers can register for sale updates and special events. Tomorrow, however, you may want other online forms. Maybe you will want to start using employee-facing forms for business processes like scheduling paid time off or requesting reimbursement for expenses. 

Maybe someday you’ll want forms for recording software license information so you don’t run the risk of violating software licenses. Not only could such forms prevent illegal software use, they could protect you in the event of a software license audit. 

Audit stamp

Data collection and reporting features of premium form creation software
can save a tremendous amount of stress in the event of an audit.

As your business grows, you may want online forms for faster and more accurate onboarding of new employees. Maybe you’ll want your field representatives to have forms on their tablets so they can record service calls in the field. The possibilities are limitless, and it’s important to take a long view when choosing form creation software.

Form Software Can Deliver ROI in Multiple Ways

One of the main ways form creation software delivers ROI is by drastic reduction of resource use. Do away with paper and you do away with paper storage, archival, and recycling needs. It also does away with the need to manually enter information from paper forms into associated databases and spreadsheets. Furthermore, online forms can be connected to create simple to complex workflows, ensuring processes stay on track, with no missed steps. Can a free online form maker do all that? It’s highly unlikely.

Think of form creation software as a business investment. If you choose the cheapest (or free) option up front, you might save money right now, but you won’t have access to the features that will save your company significantly over the long term.

PerfectForms is form creation software that can be used to create the simplest of online forms to the most complex automated workflows. You can create mobile-friendly online forms from scratch or start with one of the many included form templates. And you won’t have to write a single line of programming code, because PerfectForms has an intuitive, drag-and-drop interface. 

PerfectForms allows form and workflow permissions, automated alerts to keep workflows moving swiftly, and powerful data collection and workflow reporting features so you can track trends with ease. And it interfaces easily with spreadsheets, databases, and other office systems, including Salesforce CRM. Read some of our case studies and you’ll see what a smart investment you make when you choose the right form creation software.

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