The 11 Best Free Form Automation Software Tools for 2022

HR Management
Kate Stacey June 15, 2022 13 min read

A free form automation app allows you to digitize your workflows, saving you time and money.

A phone lies on top of a form ready to be signed through free form automation software

Quick Guide

    When it comes to managing workflows, paper is quickly becoming a thing of the past. And for good reason.

    • The average office worker in the US uses 10,000 sheets of paper every year, 70% of which end up in the trash
    • Printing, storing, and recycling paper can add up to 30 times the cost of paper itself
    • US organizations spend over $120 billion on printed forms

    That’s where free form automation apps can help. These SaaS solutions allow you to create, share, collect, and store digital forms all in one place. By streamlining your workflows with digital forms, you can save time, money, and unnecessary waste. 

    So if you’re considering moving to a paperless office model, here are the best free form automation software tools for 2022. 

    Our Top Picks

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

    2. UpKeep – Best for maintenance and reliability teams

    3. IntakeQ – Best for healthcare providers

    Get rid of pesky paper mountains with the best form automation software

    Try Connecteam now with a free 14-day trial

    What to look for in a form automation software 

    Here are some features to look out for when selecting the right form automation software for your organization.

    • Level of customization: This allows you to create forms tailored to your organization’s needs.
    • e-Signatures: If you need users to sign documents, this is an essential feature.
    • Logic rules: The ability to add logic rules (or conditional formatting) allows you to create intuitive forms that ask users more relevant questions based on their answers to previous questions.
    • Analytics: The app should be able to collate responses into easy-to-understand reports.
    • Instant notifications: The app should instantly notify users of any updates to the form.
    • Ability to share forms: The software should allow you to easily share and send forms to users. 
    • Integrations with other software: If you rely on other business software, check whether the form automation app integrates with it.

    The 11 Best Free Form Automation Software Tools of 2022

    Best for: All-in-one free form automation software

    Platforms: Web, iOS, Android

    Screenshot of a safety hazard report form created using Connecteam

    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. 

    Key Features

    Live entries tracking

    e-Signature

    Automated reminders

    Large library of customizable templates 

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

    Approvals feature

    Pros & Cons

    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 50 users

    Customer support currently only available via email

    Price: 

    Starts at just $39/month for up to 50 users

    Free 14-day trial

    Free plan available for up to 50 users

    Get rid of pesky paper mountains with the best form automation software

    Try Connecteam now with a free 14-day trial

    Best for: Maintenance and reliability teams 

    Platforms: Web, iOS, Android

    Screenshot of UpKeep’s asset performance management page
    UpKeep

    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. 

    Key Features

    Print asset barcodes

    Track historical repairs

    Analytics features

    Preventative maintenance scheduling

    Pros & Cons

    Integrates with over 3000 apps via the Zapier platform

    Live chat support available 24 hours (Monday-Friday)

    Free version doesn’t include analytics or reporting features

    Per-user pricing for paid plans can add up

    Price: 

    Starts at $45/month per user

    Free 7-day trial

    Free basic Community plan available

    Best for: Building simple forms 

    Platforms: Web

    Screenshot of Wufoo’s form builder
    Wufoo

    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. 

    Key Features

    Ability to add branding to forms

    Over 400 customizable templates

    Generate template and custom reports

    Instant notifications via email and text

    Pros & Cons

    Easy-to-use drag-and-drop builder

    Ideal for quick form creation

    Customer support only available via email

    No file storage available with the free plan

    Price: 

    Starts at $14.08/month for one user

    Free Trial: No

    Free plan: Yes

    Best for: Field service management

    Platforms: Web, iOS, Android

    Screenshot of ProntoForms’ app and form builder
    ProntoForms

    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). 

    Key Features

    Barcode scanning

    Analytics via a reporting dashboard

    Real-time notification sharing

    Customizable integrations

    Pros & Cons

    ProntoForms can assist with configuring forms (higher-tier plans only)

    Offline mode allows users to complete forms without an internet connection

    Per-mobile user pricing can be expensive for larger teams

    Only suitable for field-management teams

    Price: 

    Starts at $15/month per mobile user

    Free trial available

    Free Plan: No

    Best for: HR forms

    Platforms: Web, iOS

    Screenshot of ProcessStreet’s approvals feature
    ProcessStreet

    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. 

    Key Features

    Customize workflows with conditional logic

    Collaboration tools

    Third-party integration with over 1000 other apps

    Activity feed for record-keeping

    Pros & Cons

    Users can add images, videos, and files to forms

    Good value for money if only one or two people are making forms

    Becomes expensive for larger teams with multiple managers

    Free plan only allows for one full member and one workflow

    Price: 

    Starts at $25/month per full member

    Free 14-day trial

    Free plan: Yes

    Best for: The education and healthcare sectors

    Platforms: Web, Windows, Mac

    Screenshot of OnTask’s article on how to create an online form
    OnTask

    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

    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 & Cons

    Free storage available with all plans

    Highly rated customer support

    Steep learning curve to become familiar with all the features

    Custom branding only available with higher-priced plans

    Price: 

    Starts at $25/month (for up to 25 transactions)

    14-day free trial

    Free plan: No

    Best for: Marketing teams

    Platforms: Web, Android, Windows, Mac

    Screenshot of Pardot’s B2B marketing automation homepage

    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. 

    Key Features

    Form testing

    Integrates with Salesforce

    Build customized forms

    Progressive prospect profiling

    Pros & Cons

    Can integrate with existing digital forms

    Prevents duplicate data from appearing in Salesforce

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

    Narrow use

    Price: 

    Starts at $1250/month

    Free trial available

    Free Plan: No

    Best for: Existing Zoho users

    Platforms: Web, iOS, Android, Mac, Windows

    Screenshot of ZohoForms’ template library
    ZohoForms

    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. 

    Key Features

    Drag-and-drop builder

    Instant email and SMS notifications

    Collaboration via Microsoft Teams

    Analytics features

    Pros & Cons

    Easily view collated data in table format and organize with custom filters

    Can add organization’s branding to forms

    Multilevel approval and task management only available on higher plan

    Majority of integrations are with other Zoho products

    Price: 

    Starts at $12/month per user

    Free trial available

    Free plan (One user and up to three forms a month)

    Best for: Creating complex forms

    Platforms: Web

    Screenshot of Nintex’s forms displayed on a laptop, tablet, and phone
    Nintex

    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.

    Key Features

    e-Signature

    Advanced logic rules

    Users can complete forms on mobile devices, even while offline

    Can add geolocation tags to forms

    Pros & Cons

    Discounts offered for additional usage outside of standard plans

    Integrates with SharePoint, Office 365, and Salesforce

    Forms only offered as part of larger subscription

    No free plan available

    Price: 

    Starts at $910/month for unlimited users

    Free 30-day trial available

    Free Plan: No

    Best for: Healthcare providers

    Platforms: Web

    Screenshot of an example patient intake form created on IntakeQ
    IntakeQ

    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. 

    Key Features

    HIPAA compliant

    Send forms securely and privately

    e-Signatures

    Appointment reminders

    Pros & Cons

    Patients can complete forms on any device

    Can scan and convert your existing forms

    Per-user pricing can add up for larger practices

    Initial setup can take time

    Price: 

    Starts at $29.90/month + $10 per additional practitioner

    Free 14-day trial available

    Free Plan: No

    Best for: Forms requiring a signature

    Platforms: Web, iOS, Android

    Screenshot of PandaDoc’s e-signature feature
    PandaDoc

    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.

    Key Features

    e-Signature

    Approval workflows and version tracking

    Customizable templates

    Template management

    Pros & Cons

    24/7 support available on all paid plans

    Webinars available to learn the product

    Per-user pricing model can be expensive for larger teams

    Free plan only includes e-signature, unable to create forms

    Price: 

    Starts at $19/month per user

    14-day free trial available

    Free plan available (e-sign only)

    Compare the Best Free Form Automation Software

    Reviews

    Pricing 

    Free Trial 

    Free Plan 

    4.8/5

    Starts at $39/mo for 50 users

    14-day trial

    Start Trial

    Yes, up to 50 users

    4.6/5

    Starts at $45/mo per user

    7-day trial

    Yes, basic Community plan

    4.4/5

    Starts at $14.08/mo for  user

    No

    Yes

    4.6/5

    Starts at $15/mo per mobile user

    Yes

    No

    4.7/5

    Starts at $25/mo per full member

    14-day trial

    Yes, for one full member

    4.8/5

    Starts at $25/mo

    14-day trial

    No

    4.1/5

    Starts at $1250/mo

    Yes

    No

    4.4/5

    Starts at $12/mo per user

    Yes

    Yes (one user and up to three forms a month)

    4.1/5

    Starts at $910/mo for unlimited users

    30-day trial

    No

    4.8/5

    Starts at $29.90/month

    14-day trial

    No

    4.5/5

    Starts at $19/mo per user

    14-day trial

    Yes

    Reviews

    4.8/5

    Pricing 

    Starts at $39/mo for 50 users

    Free Trial 

    14-day trial

    Start Trial

    Free Plan 

    Yes, up to 50 users

    Reviews

    4.6/5

    Pricing 

    Starts at $45/mo per user

    Free Trial 

    7-day trial

    Free Plan 

    Yes, basic Community plan

    Reviews

    4.4/5

    Pricing 

    Starts at $14.08/mo for  user

    Free Trial 

    No

    Free Plan 

    Yes

    Reviews

    4.6/5

    Pricing 

    Starts at $15/mo per mobile user

    Free Trial 

    Yes

    Free Plan 

    No

    Reviews

    4.7/5

    Pricing 

    Starts at $25/mo per full member

    Free Trial 

    14-day trial

    Free Plan 

    Yes, for one full member

    Reviews

    4.8/5

    Pricing 

    Starts at $25/mo

    Free Trial 

    14-day trial

    Free Plan 

    No

    Reviews

    4.1/5

    Pricing 

    Starts at $1250/mo

    Free Trial 

    Yes

    Free Plan 

    No

    Reviews

    4.4/5

    Pricing 

    Starts at $12/mo per user

    Free Trial 

    Yes

    Free Plan 

    Yes (one user and up to three forms a month)

    Reviews

    4.1/5

    Pricing 

    Starts at $910/mo for unlimited users

    Free Trial 

    30-day trial

    Free Plan 

    No

    Reviews

    4.8/5

    Pricing 

    Starts at $29.90/month

    Free Trial 

    14-day trial

    Free Plan 

    No

    Reviews

    4.5/5

    Pricing 

    Starts at $19/mo per user

    Free Trial 

    14-day trial

    Free Plan 

    Yes

    What is free form automation software? 

    Form automation software digitizes an organization’s paperwork. It allows users to create, share, collate, and manage forms across various workflows without the need for pens or paper. 

    Digital forms can be customized according to the industry, organization, and user. They help to automate repetitive tasks such as client feedback, employee onboarding, incident reports, leave requests, patient intake, lease agreements, and inventory reports. 

    Using a form automation app to digitize workflows removes the need to print or store paper forms, saving organizations time and money and reducing waste. 

    How does free form automation software work? 

    Organizations use free form automation software to build custom digital forms for a variety of purposes. Most apps allow users to create a form by scanning an existing paper form, using a template, or building their own from scratch. 

    Organizations can then share these forms with employees, clients, and external parties via an app or other methods. The forms can also be completed and submitted via the app. The person who created the form is notified once this has been done. 

    Free form automation software often stores and electronically files forms, allowing organizations to easily locate information. Often these apps can also generate reports and other analytics so organizations can collate and interpret the information they collect. 

    Why should I use free form automation software? 

    Free form automation software makes your workflows paperless, saving your organization time and money. You no longer need to pay for paper forms, pens, or document storage. 

    As well as reducing costs, digital forms save both you and your employees time. With a form automation app, you can quickly create, fill out, and submit forms on the go from any device. 

    With instant notifications, digital forms streamline your workflows and facilitate better communication. On top of that, going paperless increases the efficiency of your business by making it easier to locate forms collected in the past and share information. 

    How much does free form automation cost? 

    Free form automation apps use a range of different pricing structures. 

    Some offer a standalone form builder, while others platforms include a form-building feature in a combined suite of business apps. The latter costs significantly more, which could be worth it if your organization needs a full-suite solution, but less so for only a few forms per month. 

    Many subscriptions charge per user, starting around $12-$30/month. This approach can quickly add up for medium and large-sized businesses. 

    That’s why we feel Connecteam represents excellent value. Our free plan includes access to unlimited checklists and forms in our template library for up to 50 users. To access additional form features, our paid plans start at $39/month for up to 50 users. 

    FAQs

    How do you automate a form?

    The best way to automate a form is by using a free form automation software tool. These tools allow you to create, share, manage, and analyze digital forms from a central platform. You can also add automated features to your forms including auto-fill, multilevel approval, and automated responses.

    How do I create an online form for free?

    Many form automation software solutions offer free trial periods or plans. You can take advantage of these to create an online form for free. 

    What is the best software to create forms?

    From our perspective, Connecteam is a great all-in-one form automation app. Our software allows you to instantly digitize your workflows and create forms that users can access from any location at any time. 

    The Bottom Line On Free Form Automation Software

    If you’re looking to save your organization time and money while cutting down on paper waste, consider moving to a free form automation app. This software is designed to digitize your workflows so you can create, share, and collect forms via a convenient centralized online platform.

    As the best all-in-one free form automation app, Connecteam is an ideal solution for moving to a paperless office. It’s easy to use and lets you create forms in minutes. With real-time updates and communication, it will help you stay organized and in control of workflows–no pen or paper needed. 

    Get rid of pesky paper mountains with the best form automation software

    Try Connecteam now with a free 14-day trial

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