The 11 Best Free Form Automation Software Tools for 2024

The 11 Best Free Form Automation Software Tools of 2024

1. Connecteam — Best all-in-one free form automation software

   Available on

   • Web
   • iOS
   • Android

   Start for free

   

   It won’t come as a surprise that we believe Connecteam to be the best all-in-one form automation app. That’s because we’ve designed it to instantly digitize any work process into forms that users can access and fill in anywhere, anytime.

   With Connecteam, it’s quick and easy to automate manual tasks by creating, publishing, and collating a range of forms such as closing checklists, incident reports, equipment order forms, expense forms, and mileage reports.

   The Connecteam app allows you to create and share workflows on the go, receive notifications in real-time, and communicate instantly with your employees. Users always have the most up-to-date version of the form and you can see all their responses in one place.

   With Connecteam, you can generate insight reports, collate form responses, and export data as a PDF or Excel worksheet. These features help you to stay organized and in control of workflows without the hassle of managing large volumes of paperwork.

   Connecteam also offers a free for life plan – Try Connecteam here!

   Key Features

   • Live entries tracking

   • e-Signature

   • Automated reminders

   • Simple mobile interface for easy, on-the-go use

   • Large library of customizable templates

   • Approvals feature

   Pros

   • Easy to use drag-and-drop form builder

   • Can attach GPS timestamps, images, documents, audio, and video to forms

   • Share entries with external parties via email or export to PDF or Excel

   • Monthly subscription allows for up to 30 users

   Cons

   • Customer support currently only available via email

   Pricing

   Free-for-life plan availablePremium plans start at $29/month for 30 users

   14-day free trial, no credit card required

   Start your free trial
2. 

   UpKeep — Good for maintenance and reliability teams 

   Available on

   • Web
   • iOS
   • Android
   • Windows

   

   Designed for technical teams across a range of industries, UpKeep’s maintenance and asset-management software reduces the time technicians spend on paperwork. Easy to use, it allows organizations to centrally manage work order management, safety and compliance, parts and inventory, preventative maintenance, and asset-management processes.

   UpKeep’s app can be used on a smartphone or tablet, making it ideal for mobile teams. It’s also suitable for managing multiple assets across multiple teams and locations. In addition to 24-hour online chat support (Monday-Friday), UpKeep maintains an online knowledge database. On it, users can learn how to use the app’s features and troubleshoot common issues.

   Learn more about UpKeep

   Key Features

   • Print asset barcodes
   • Track historical repairs
   • Analytics features
   • Preventative maintenance scheduling

   Pros

   • Integrates with over 3000 apps via the Zapier platform
   • Live chat support available 24 hours (Monday-Friday)

   Cons

   • Free version doesn’t include analytics or reporting features
   • Per-user pricing for paid plans can add up

   Pricing

   Starts at $45/user/month Trial: Yes Free Plan: Yes

3. 

   Wufoo — Good for building simple forms 

   Available on

   • Web

   

   Created by online survey SaaS SurveyMonkey, Wufoo is a codeless form builder for automating workflows. Its cloud-based software integrates with over 2000 apps, including MailChimp, Stripe, PayPal, Asana, and Docusign.

   Wufoo allows you to choose from a library of over 400 customizable templates or build your own form with its user-friendly drag-and-drop form builder. The software also incorporates branching and logic rules so you can get highly personalized responses.

   Wufoo offers both free and paid plans. With its paid plans, there are caps on the number of forms you can create and entries that can be made. Wufoo charges users per additional entry if these limits are exceeded.

   Learn more about Wufoo

   Key Features

   • Ability to add branding to forms
   • Over 400 customizable templates
   • Generate template and custom reports
   • Instant notifications via email and text

   Pros

   • Easy-to-use drag-and-drop builder
   • Ideal for quick form creation

   Cons

   • Customer support only available via email
   • No file storage available with the free plan

   Pricing

   Starts at $14.08/month, for a single user Trial: No Free Plan: Yes

4. 

   ProntoForms — Good for field service management

   Available on

   • Web
   • iOS
   • Android

   

   ProntoForms is a field service app designed to digitize and streamline technician-related processes. It’s used by a range of businesses in the construction, manufacturing, and medical device industries, among others.

   The software can create forms to help with streamlining installation and maintenance processes and enhancing technician safety. It also can be used to make inspections and audits more efficient and help organizations respond more quickly to incidents or emergencies. With ProntoForms, technicians can complete forms without connectivity while in the field and later save the information.

   Users can contact ProntoForm’s customer support via an online portal, email, phone (Monday-Saturday), as well as live chat (during business hours).

   Learn more about ProntoForms

   Key Features

   • Barcode scanning
   • Analytics via a reporting dashboard
   • Real-time notification sharing
   • Customizable integrations

   Pros

   • ProntoForms can assist with configuring forms (higher-tier plans only)
   • Offline mode allows users to complete forms without an internet connection

   Cons

   • Per-mobile user pricing can be expensive for larger teams
   • Only suitable for field-management teams

   Pricing

   Starts at $15/month Trial: Yes Free Plan: No

5. 

   ProcessStreet — Good for HR forms

   Available on

   • Web
   • iOS

   

   ProcessStreet’s form automation app is a popular choice for the HR, sales, and marketing sectors. Suitable for both small businesses and large enterprises, ProcessStreet can be used for employee and client onboarding, monthly reporting, leave requests, and tenant screening, just to name a few.

   It offers the flexibility to customize a no-code checklist from its template library or design and build a form from scratch. With an autosave function, checklists are saved as they’re created.

   ProcessStreet’s plans are charged per “full” team member who creates, shares, assigns, and collects forms. The free plan allows for up to one full team member.

   Learn more about ProcessStreet

   Key Features

   • Customize workflows with conditional logic
   • Collaboration tools
   • Third-party integration with over 1000 other apps
   • Activity feed for record-keeping

   Pros

   • Users can add images, videos, and files to forms
   • Good value for money if only one or two people are making forms

   Cons

   • Becomes expensive for larger teams with multiple managers
   • Free plan only allows for one full member and one workflow

   Pricing

   Starts at $25/month Trial: Yes — 14-day Free Plan: Yes

6. OnTask

   OnTask — Good for the education and healthcare sectors

   Available on

   OnTask by Accusoft helps streamline data-collection processes. OnTask’s form automation software is fully compliant with the Family Educational Rights and Privacy Act (FERPA) and Health Insurance Portability and Accountability Act (HIPAA), making it ideal for businesses in the education and healthcare sectors.

   With OnTask, you can create custom workflows, share documents for signing, and build reusable forms. With the ability to add e-signatures, it can be used to generate permissions slips, enrollment forms, and health tracking and checklists.

   Learn more about OnTask

   Key Features

   • Template library
   • Digitize existing paper forms by uploading them to the app
   • “How to” videos and webinars available online
   • FERPA, HIPAA, Soc 2, and CCPA compliant

   Pros

   • Free storage available with all plans
   • Highly rated customer support

   Cons

   • Steep learning curve to become familiar with all the features
   • Custom branding only available with higher-priced plans

   Pricing

   Trial: No Free Plan: No

7. 

   Salesforce Pardot — Good for marketing teams

   Available on

   • Web
   • Android
   • Windows
   • Mac

   

   Part of Salesforce’s CRM platform, Pardot is a marketing automation and lead generation app. With it, you can create forms to help you collect and interpret prospect information and generate leads.

   Pardot’s form wizard allows you to easily build lead capture forms to add to your marketing emails or website or landing pages. Forms can also be used to create gated content, for example, white papers that can only be accessed by users who complete the form. It also offers a form handler that integrates with external forms to collate the prospect information they collect.

   Learn more about Salesforce Pardot

   Key Features

   • Form testing
   • Integrates with Salesforce
   • Build customized forms
   • Progressive prospect profiling

   Pros

   • Can integrate with existing digital forms
   • Prevents duplicate data from appearing in Salesforce

   Cons

   • Forms only available through subscription to Pardot’s full CRM app
   • Narrow use

   Pricing

   Starts at $1250/month Trial: Yes Free Plan: No

8. 

   Zoho Forms — Good for existing Zoho users

   Available on

   • Web
   • iOS
   • Android
   • Windows
   • Mac

   

   Zoho offers a suite of business-solutions software, including a form automation app that integrates with its other software.

   With a centralized platform for creating, sharing, and tracking forms, the design of Zoho’s form builder focuses on simplicity. At the same time, it includes flexible features such as subforms, which allow respondents to add multiple entries to a single question.

   ZohoForms offers a form template library including on-site inquiries, client reviews, patient admission, employee evaluation, and order delivery and tracking. You can also use the app to add multilevel approval processes, email workflows based on form responses, and logic rules to your forms.

   With an auto-adjust feature, ZohoForms can be used across screens of all sizes.

   Learn more about Zoho Forms

   Key Features

   • Drag-and-drop builder
   • Instant email and SMS notifications
   • Collaboration via Microsoft Teams
   • Analytics features

   Pros

   • Easily view collated data in table format and organize with custom filters
   • Can add organization’s branding to forms

   Cons

   • Multilevel approval and task management only available on higher plan
   • Majority of integrations are with other Zoho products

   Pricing

   Starts at $12/user/month Trial: Yes Free Plan: Yes — For a single user

9. 

   Nintex Process Automation Platform — Good for creating complex forms

   Available on

   • Web

   

   Built as an alternative to Microsoft’s InfoPath form builder, Nintex Forms improves enterprise efficiency through automated forms. The app forms part of a suite of workflow solutions offered by Nintex and can only be purchased as part of a package subscription to 9 other workflow apps.

   With advanced logic rules, Nintex Forms can dynamically adapt forms based on users’ responses, making them more user-friendly by only asking respondents relevant questions. With Nintex Forms, you can build forms relating to a range of business functions, including vendor contracts, task assignment, customer feedback, travel requests, and timesheets. Users can also add advanced form features including geolocation tags, images, multiple-choice options, and barcode scanners.

   Learn more about Nintex Process Automation Platform

   Key Features

   • e-Signature
   • Advanced logic rules
   • Users can complete forms on mobile devices, even while offline
   • Can add geolocation tags to forms

   Pros

   • Discounts offered for additional usage outside of standard plans
   • Integrates with SharePoint, Office 365, and Salesforce

   Cons

   • Forms only offered as part of larger subscription
   • No free plan available

   Pricing

   Starts at $1250/month Trial: Yes — 30-day Free Plan: No

10. 

    IntakeQ — Good for healthcare providers

    Available on

    • Web
    • iOS
    • Android

    

    IntakeQ offers practice-management software to healthcare professionals looking to grow their practice. Its dedicated form automation software aims to replace the traditional reliance on paper forms by the medical industry. Users can subscribe to IntakeQ’s standalone forms app or as part of its broader practice-management software.

    The form automation software can generate forms for client intake, notes, consent, and monitoring. With a high level of customization available, users can collect necessary patient information before an appointment, maximizing the face-to-face time the practitioner has with the patient. The analytics feature aggregates patient data to help users better understand their practice and patients.

    Learn more about IntakeQ

    Key Features

    • HIPAA compliant
    • Send forms securely and privately
    • e-Signatures
    • Appointment reminders

    Pros

    • Patients can complete forms on any device
    • Can scan and convert your existing forms

    Cons

    • Per-user pricing can add up for larger practices
    • Initial setup can take time

    Pricing

    Starts at $29.90/month Trial: Yes — 14-day Free Plan: No

11. 

    PandaDoc — Good for forms requiring a signature

    Available on

    • Web
    • iOS
    • Android

    

    PandaDoc’s form automation software offers a centralized platform for creating, sending, and signing documents. It’s ideal for sales teams whose workflows involve quotes, contracts, leases, and proposals.

    With customizable templates, PandaDoc allows users to collaborate on documents with people both inside and external to their organization. Users can track who has opened or viewed the document, as well as any changes made to it.

    PandaDoc stores and sends documents securely with 256-bit encryption and SOC 2 certification. It’s also compliant with the major pieces of data protection legislation, including the GDPR, HIPPA, and FERPA.

    Learn more about PandaDoc

    Key Features

    • e-Signature
    • Approval workflows and version tracking
    • Customizable templates
    • Template management

    Pros

    • 24/7 support available on all paid plans
    • Webinars available to learn the product

    Cons

    • Per-user pricing model can be expensive for larger teams
    • Free plan only includes e-signature, unable to create forms

    Pricing

    Starts at $19/user/month Trial: Yes — 14-day Free Plan: Yes