Your 5 Choices to Make When Choosing Form Builder Software
Form builder software is popular across industries and in businesses of every size. That’s because electronic forms and workflows are quicker, more accurate, and eliminate some of the risks that go along with using paper forms (like lost or damaged forms).
You have many choices, from making do with templates that came with your word processing software (cheap, but not very effective) to hiring a programmer to make custom electronic forms for you (expensive, and may or may not meet your needs). Here are 5 choices you’ll be faced with when you choose form builder software. Take all of them into consideration, and you’re far likelier to end up with a solution that accomplishes your goals.
There’s no sense in pretending that cost doesn’t matter because for the overwhelming majority of organizations, it does. Smaller businesses have found that cloud-based solutions can be terrific for business functions, because there’s no hardware to buy or maintain, and the cost is directly related to how many people use the software. But if your company has specific security needs, an on-site solution may be necessary. Does your form builder software company offer both?
2. Ease of Use
People are used to unpacking devices and downloading apps so that they can take care of tasks very quickly, without a steep learning curve. Most software makers are aware of this, but some form builder software packages are harder to learn to use than others. When evaluating your choices, take a close look at the user interface. Is it friendly and intuitive? Are menus and instructions written in plain language that non-technical people understand?
3. Ability to Customize
Your organization is unique, and therefore your forms are going to be unique. When form builder software locks you into certain designs and templates, you may or may not be able to create electronic forms exactly how you want them. You need the ability to create from scratch electronic forms exactly how you visualize them. You may want them to look identical to your paper forms, and if so, you should be able to do this without difficulty.
4. Integration With Other Software and Systems
Perhaps you want data from forms to be automatically transferred into a database. Or maybe you want data from a database to populate a form. How well your form builder software works with other software and with web pages should be an important consideration, even if you aren’t using these functionalities presently. Integrating your form builder software with other software should always be an option for you.
5. Technical and Customer Support
Read case studies and testimonials, and you may even call a form builder software provider’s customer service line to get a first-hand experience of what their customer service is like. Check their website: are there tutorials, instructional videos, and easy access to help when you need it? Can you reach customer or technical support by phone or live chat? Can you access discussion forums to see how others have coped with similar issues? Your form builder software provider shouldn’t abandon you once they’ve made the sale.
Form builder software has evolved from something clunky and unfriendly toward non-technical people and become far more user-friendly and efficient. Cloud-hosted solutions exist, which is great for organizations that don’t have the budget or inclination for taking care of hardware. In short, there’s simply no excuse for settling for form builder software that doesn’t deliver in terms of price, user-friendliness, customization, and integration with other business and web systems.
PerfectForms is form builder software that lets you intuitively build electronic forms exactly as you want them, with a drag-and-drop interface that allows you to see your forms as you create them. In addition to easy customization, PerfectForms is a cloud-hosted solution that integrates with your other systems, including Salesforce, SAP and Google Spreadsheets. It also can pull data from directory services or send and receive data from third party systems through API or web services, and it does all this without coding. Best of all, you can try PerfectForms for free and discover for yourself what great form builder software is like.
Tags: form software