Form Automation Software Blog Feature

10 Form Automation Software for Faster Data Analysis and Collection

Whether you want to get your employees’ opinions or ask your customers about their experience with your product, there’s a gold standard for collecting such data—forms. 📄

As valuable as forms are, creating them is no picnic, not to mention analyzing the gathered data. Luckily, gone are the days of relying on manual data entry by creating forms in Excel or even paper forms—you now have form automation software to do the work for you.

These handy tools let you collect swaths of data and turn it into structured, valuable info you can use to up your game, adjust business strategies, and understand your customers’ or employees’ points of view.

In this article, we’ll explore the cream of the crop when it comes to form automation software tools, discuss their features, and help you find the one that aligns with your data collection and analysis needs.

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What Should You Look for in Form Automation Software?

ClickUp custom automation example
Automations automatically trigger results when an action takes place in ClickUp

Form automation software should simplify collecting and analyzing data, not make it harder. So, if you want a quality tool that’ll save you time and calm your nerves, look for tools with the following characteristics:

  • Ease of use: The software should let you build forms without any coding knowledge. Preferably, it should feature a drag-and-drop interface to help you customize forms in a few clicks
  • Extensive template library: The platform should offer pre-made, customizable templates to help you generate digital forms quickly and adjust them to your goals
  • Multiple views: It should let you look at the data from different perspectives to understand it better. For example, calendars can help you outline the data chronologically, while boards can group the collected info by status, priority, assignee, or another selected category
  • Flexibility: The platform should let you hide or add categories in your forms depending on the form responses to make them more relevant
  • Robust analytics: It should have features that allow you to analyze the collected info in real time and draw relevant conclusions
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The 10 Best Form Automation Software to Use in 2024

We’ve combed through dozens of form automation tools and shortlisted the top 10 that perfectly balance functionality, ease of use, and customizability. Explore what each has to offer and supercharge your data collection through the right form automation software! 🦸

1. ClickUp

ClickUp Form View
Adding an email field to a ClickUp Form by dragging and dropping it into the Form.

ClickUp is hard to beat when it comes to forms automation software. Its Form view makes building forms and surveys easier than ever—drag and drop the desired fields to create a customized data collection instrument. Not sure what to include in your automated forms? Use ClickUp AI to instantly generate ideas and write comprehensible and relevant materials.

Conditional Logic in ClickUp Forms can also adapt your survey’s prompts based on user responses. Plus, you can turn responses into tasks and automatically submit them to the right team. For example, if a user suggests a feature, ClickUp’s Automations feature will forward it to the product development or software team, and they will see the relevant response in the Task view

While you always have the option to create your Form from scratch, we suggest starting with a customizable and pre-built template from the ClickUp Template Library for virtually any use case, including collecting feedback or issuing creative requests.

ClickUp best features

  • Unique Form view, alongside 15+ other views
  • Conditional Logic for more complex and focused forms
  • Robust automation options
  • Over 1,000 pre-built templates to get your Forms off the ground faster
  • Collaborative ClickUp Docs
  • AI-powered writing assistant
  • Integration with over 1,000 other tools 

ClickUp limitations

  • The number of powerful features can pose a learning curve for some new users
  • Not all views are available in the mobile app yet

ClickUp pricing

  • Free forever
  • Unlimited: $7/month per user
  • Business: $12/month per user
  • Enterprise: Contact for pricing
  • ClickUp AI is available on all paid plans for $5 per Workspace member per month

*All listed prices refer to the yearly billing model

ClickUp ratings and reviews

  • G2: 4.7/5 (8,500+ reviews)
  • Capterra: 4.7/5 (3,700+ reviews)

2. Typeform

Looking for a platform revolving only around building forms? Then consider typing out your next form with Typeform!

The main reason Typeform is so popular is its one-slide-at-a-time interface, which allows users to feel like participating in a conversation instead of filling out an online form. The forms you create in Typeform are dynamic—they can adjust to different scenarios depending on the users’ responses.

You can also rely on Typeform’s AI capabilities when creating your forms. Besides polishing your language, AI can draft questions automatically depending on your intent.

Thanks to the platform’s 3,000+ templates for trivia quizzes, user feedback, product recommendations, employee engagement, and polls, you can generate digital forms in the blink of an eye. 👀

Typeform integrates with popular platforms like Slack, Airtable, Zoho, and Pipedrive, letting you make sense of your data in a few clicks.

Typeform best features

  • Designed specifically for building forms
  • AI-powered
  • 120+ integrations
  • One-slide-at-a-time interface
  • 3,000+ templates

Typeform limitations

  • Steeper pricing structure, according to some users
  • The initial setup can be challenging

Typeform pricing

  • Basic: $25/month per user
  • Plus: $50/month for three users
  • Business: $83/month for five users
  • Enterprise: Contact for pricing

*All listed prices refer to the yearly billing model

Typeform ratings and reviews

  • G2: 4.5/5 (650+ reviews)
  • Capterra: 4.7/5 (750+ reviews)

3. SurveySparrow

Creating functional and aesthetically appealing surveys can be tricky if you’re not using the right tool. Luckily, with SurveySparrow, this is never an issue. 

The platform lets you create eye-catching survey forms that ask all the right questions. As you want to keep your users engaged, you’ll be happy to know you can generate smart surveys featuring display and skip logic—the surveys pick up on the users’ responses to display the right questions or fast forward to a specific section. For example, if you’re asking respondents whether they prefer cats or dogs and they opt for cats, you wouldn’t want to ask them about their favorite dog breed. 🐈

SurveySparrow also sports a convenient Executive Dashboard where you can pull data from your surveys, track KPIs, generate reports, and identify trends. Invite your team to the Dashboard, analyze the insights, and create strategies to fuel growth.

With hundreds of themes and integrations with popular apps and platforms like Zapier, Slack, and Salesforce, SurveySparrow offers maximum customizability and lets you centralize your workflows.

SurveySparrow best features

  • Smart surveys
  • Executive Dashboard
  • Collaboration-friendly
  • Hundreds of integrations and themes

SurveySparrow limitations

  • The pricing model could be too steep for start-ups and non-profits
  • Lack of comprehensive styling options

SurveySparrow pricing

  • Contact for pricing

SurveySparrow ratings and reviews

  • G2: 4.4/5 (1,800+ reviews)
  • Capterra: 4.4/5 (80+ reviews)

4. Jotform

Via: Jotform

Jot down your forms with Jotform, a fantastic online builder ideal for creating all kinds of forms, from product orders and new customer registration to hotel booking and user feedback. ✍️

Building forms in Jotform is simple and easy using its form automation software. If you’re starting from scratch, you first add the foundational elements on the left side of the screen and then use the drag-and-drop builder to move them onto your form. You can take a shortcut with one of Jotform’s templates—there are 10,000+ options to choose from.

The platform integrates seamlessly with over 150 apps and platforms, allowing you to automatically send form submissions.

If you’re selling products or services, you’ll be happy to know you can get paid directly through your form

The beauty of online forms lies in effortless data analysis, and Jotform enables this with its report builder. Turn raw data into professional reports, share them with your coworkers, or embed them on your website for everyone to see.

Jotform best features

  • Drag-and-drop form builder
  • 150+ integrations
  • 10,000+ form templates
  • Report builder for analyzing collected data 

Jotform limitations

  • Occasional glitches
  • Embedding forms on websites could be simplified

Jotform pricing

  • Starter: Free (up to five forms)
  • Bronze: $34/month (up to 25 forms)
  • Silver: $39/month (up to 50 forms)
  • Gold: $99/month (up to 100 forms)
  • Enterprise: Contact for pricing

*All listed prices refer to the yearly billing model

Jotform ratings and reviews

  • G2: 4.7/5 (2,300+ reviews)
  • Capterra: 4.6/5 (1,500+ reviews)

5. Zoho Forms

Zoho Forms
Via: Zoho

Generating robust forms doesn’t have to be complicated if you’re using a platform like Zoho Forms.

With the tool’s form builder, you can choose from over 30+ field types (Name, Dropdown, Payment, Section, etc.) and use the drag-and-drop interface to create forms. Employ conditional logic to skip unnecessary steps and keep your users engaged.

As building digital forms can be time-consuming, Zoho Forms lets you save your progress and pick up where you left off whenever you want, with zero data loss.

The platform offers 40+ pre-made templates to help you save time. You can customize it to your preferences and business needs.

Zoho Forms has impressive analysis options—see the collected data in the Table view, generate and export reports, merge responses from multiple forms, and track goals.

Automation features allow you to assign form submissions to specific team members, send form data to the selected apps, and trigger emails when a form submission meets the set criteria.

Other options you’ll love include embedding forms on web pages, advanced customization, and payment gateways.

Zoho Forms best features

  • 30+ form field types
  • Drag-and-drop interface
  • Advanced analysis features
  • Automation options

Zoho Forms limitations

  • Some users had trouble reaching customer support
  • Integration options could benefit from an upgrade

Zoho Forms pricing

  • Basic: $10/month per user
  • Standard: $25/month for 10 users
  • Professional: $50/month for 25 users
  • Premium: $90/month for 100 users

*All listed prices refer to the yearly billing model

Zoho Forms ratings and reviews

  • G2: 4.4/5 (100+ reviews)
  • Capterra: 4.5/5 (100+ reviews)

6. FormAssembly

FormAssembly combines ease of use with powerful analysis options. The platform’s form builder lets you pick from multiple field types (such as Text Input, Radio Buttons, or Drop-Down Menu) to create personalized forms. 

Use the drag-and-drop editor to configure your digital forms and ensure all elements are in the right place. You’re free to edit the themes and take advantage of conditional fields to make your forms smarter.

Thanks to FormAssembly’s integrations, you can transfer the collected data directly to an app of your choice. For example, you can update records in Salesforce.

The platform is all about accurate and effortless data interpretation. It lets you convert the collected info into charts and graphs to visualize and understand responses. 📊

With the revolutionary FormAssembly Workflow option, you can create business processes and workflows based on the data you collected through forms. This allows you to save time and money and unlock better decision-making.

FormAssembly best features

  • Multiple field types
  • Ease of use
  • Integrations with popular apps and platforms
  • Excellent data visualization options

FormAssembly limitations

  • Slower loading times when there are many form responses
  • More customization options would be beneficial 

FormAssembly pricing

  • Contact for pricing

FormAssembly ratings and reviews

  • G2: 4.4/5 (350+ reviews)
  • Capterra: 4.5/5 (30+ reviews)

7. Cognito Forms

Want to build user-friendly forms and automate your workflows? Cognito Forms is just what you need. 🥸

This form automation software lets you create forms with customizable field types to capture the desired data exactly how you need it. Use checkboxes, dropdowns, dates, and times to build forms that align with your goals.

This tool’s charm lies in the option to perform calculations based on the collected data directly in the form. You can also send the data to other platforms that integrate with Cognito Forms, such as Google Analytics and Microsoft Power Automate.

Thanks to advanced automation options, the digital forms you create can help you streamline workflows. Customize notifications so that the right team members are informed about user responses and can take immediate action. For example, you can route leads to the sales team or forward user feedback to the product development team.

Cognito Forms has a wide template selection—you can filter them by type, industry, or feature and find the one that matches your needs.

Cognito Forms best features

  • Customizable field types
  • In-form data calculations
  • Robust automation features
  • Hundreds of templates
  • Easy-to-configure notifications

Cognito Forms limitations

  • Lack of detailed instructions on using all features
  • Currency and date field formats are tied to the country the form is created for

Cognito Forms pricing

  • Individual: Free (one user)
  • Pro: $15/month for two users
  • Team: $35/month for five users
  • Enterprise: $99/month for 20 users

Cognito Forms ratings and reviews

  • G2: 4.5/5 (70+ reviews)
  • Capterra: 4.6/5 (70+ reviews)

8. SurveyMonkey

SurveyMonkey is one of the most popular online platforms specifically designed for building forms and surveys. 🐒

It facilitates form creation with different field types for payments, contact information, and files. You can also customize the themes and format to your liking. Choose from 25+ question types, such as slider, multiple choice, and stare rating, to reduce bias and be as transparent as possible.

Not sure what to write in your forms to get relevant answers? SurveyMonkey Genius is the AI superhero in disguise that can lend a helping hand! It helps you minimize errors and tailor the right questions.

The platform lets you customize notifications for every form submission, transfer the collected data into tables for easier review, and export the info to your favorite spreadsheet software.

Thanks to the Zapier integration, you can connect SurveyMonkey to over 5,000 apps and platforms and automate workflows.

SurveyMonkey best features

  • Multiple field and question types
  • SurveyMonkey Genius
  • Customizable notifications
  • Seamless Zapier integration

SurveyMonkey limitations

  • Limited flexibility in terms of form design
  • Some users mentioned the outdated interface

SurveyMonkey pricing

  • Check the website for pricing, as there are multiple tiers and options

SurveyMonkey ratings and reviews

  • G2: 4.4/5 (18,500+ reviews)
  • Capterra: 4.6/5 (9,500+ reviews)

9. PerfectApps

PerfectApps is primarily a no-code platform for building apps and workflows, so what’s it doing here? Nope, it’s not a mistake, because the platform boasts a top-notch visual designer that lets you generate forms with zero coding knowledge. 

The drag-and-drop builder enables you to compose any type of form in a few clicks. Put the elements together and customize the form’s layout and themes. Build dynamic forms that ask the right questions using conditional logic.

Getting your web forms out there is simpler than ever—with a single button click, you can share them via email or secure link or embed them on your website.

Thanks to the PerfectApps’ API, you can connect forms to third-party apps, automate data collection, and pull precise results without risk of errors.

Use the platform’s powerful built-in reporting features to turn the collected data into charts, tables, and graphs and make informed decisions about your workflows.

PerfectApps best features

  • No-code, easy-to-use form automation builder with a drag-and-drop functionality
  • Effortless form sharing
  • Excellent reporting options
  • PerfectApps API

PerfectApps limitations

  • Forms aren’t as responsive
  • A steeper learning curve for some users

PerfectApps pricing

  • Contact for pricing

PerfectApps ratings and reviews

  • GetApp: 4.9/5 (20+ reviews)
  • Capterra: 4.9/5 (20+ reviews)

10. PandaDoc

PandaDoc isn’t a form builder platform per se—it specializes in document automation and lets you create, track, edit, share, send, and eSign documents. However, there’s an option for building web forms through which you can collect electronic signatures, feedback, or any type of input from your employees, customers, or business partners. 🐼

You can build your forms from scratch—the platform’s toolbox offers plenty of options and field types to make your work as easy as possible. You can also save time and fall back on editable templates to create personalized forms.

Sharing your forms requires no coding—create a direct link to distribute it to interested parties or embed it on your website.

With PandaDoc, you can add signing orders to your forms, collect payments, and easily edit published forms. 

PandaDoc best features

  • Easy-to-use toolbox
  • Simple form sharing
  • Adding signing orders to forms
  • Collecting payments

PandaDoc limitations

  • The price could be too high for individuals, start-ups, and smaller companies
  • Some users mention they occasionally get logged out of the platform

PandaDoc pricing

  • Free
  • Essentials: $19/month per seat
  • Business: $49/month per seat
  • Enterprise: Contact for pricing

*All listed prices refer to the yearly billing model

PandaDoc ratings and reviews

  • G2: 4.7/5 (2,000+ reviews)
  • Capterra: 4.5/5 (1,000+ reviews)
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Supercharge Your Data Game with Form Automation Software

Forms are an excellent way to get the information you need. Form automation software tools take it a step further and let you collect and analyze data without lifting a finger. 🙌

The form automation software on our list are like form automation wizards with impressive options for building and sharing forms and generating reports. If you need a platform that goes the extra mile and offers fantastic task and project management in addition to top-notch collaboration features, give ClickUp a try

Questions? Comments? Visit our Help Center for support.

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