Pros and Cons of Analysis of Top Form Automation Software

A form automation software solves the inefficiencies of a paper-based system. It eliminates the cost and hassle of printing, storing, and disseminating paper forms and leverages the entire process through automation. This enables users to fill out forms faster as formatting, calculating, looking up and validating information is automatically accomplished as well as expediting approval cycle times, email routing, and data entry, among others.

When looking for a good forms automation software, it’s important to look at features such as:

  1. Advanced question type options
  2. Custom forms
  3. Reporting
  4. Task and data management
  5. Offline mobile applications

These features pave the way for truly smart digital versions that liberate your processes from paper-based systems. is one of the most popular and reliable solutions in this niche. In this article, we’ll discuss the pros and cons of to help you get to know the product and its capabilities better if you’re planning to adopt the system.

Do You Need Form Automation?

Using a paper-based system for data collection is chaotic, inefficient and costly. In fact, an average worker uses more than 10,000 sheets of paper in a year. Furthermore, the demand for paper is expected to grow at 6.7% to 20 mn tonnes in the coming years. Not only is this bad for the environment, but it also kills your team’s productivity. An average employee takes 40% of his or her time searching for a printed document from filing cabinets. Experts also estimated a typical workforce ecosystem spends 20% of its working hours on paper-related tasks. However, this can be addressed as technological advancements paved the way for electronic forms that automate data collection.

The benefits of enterprise mobility to businesses.

Employing a mobile enterprise solution is beneficial for many businesses. There’s a reason behind the rapid rise in custom app development in the past years. According to Tristate Technology, “5.66% of companies plan to invest in enterprise mobile apps in the coming 3 years.” To lead this movement, Delta Air Lines is replacing all their in-flight paper manuals and Starbucks is now providing an order-ahead option using their apps. Through enterprise mobility in data collection, enterprises report 86% increased productivity, 85% increased efficiency and 84% improved customer support.

Before proceeding on the pros and cons of, it’s vital to get to know the app first down to its fundamental core, benefits, and features. The “80/20” Form Automation Software dashboard for information capturing from a form which is then passed onto your system or third-party application. is a form automation solution with a unique mobile data collection application for enterprise-level organizations. It enhances, refines, and automates the method of how critical operating data is managed and shared across your organization. But what really sets this system apart from other software products is its unique 80/20 Methodology.

To help you follow through our review below and explore the software yourself, we recommend that you sign up for a demo here.

The methodology refers to how the platform functions. Eighty percent refers to the preconfigured off-the-shelf functionality of the platform at its foundational core. This includes the user experience design and experience, intelligent forms, task management, workflow automation, analytics, and Business Intelligence. Meanwhile, the 20% empowers the user to create a solution that’s optimized according to their specific business requirements through tailor-made usability, design, and processes, among others.

Its available modules include solutions for forms automation, fields operation, inspection, and audits. It also has online and offline accessibility anytime, anywhere with its mobile capability. All of its features tie together for making data-driven decisions, getting more value for your money, expediting speed to market, and welcoming progress in how to handle operations such as data collection and form development.

This forms automation system fits the scale and needs of enterprises. Some of the industries it caters to include oil and gas, construction, transportation, retail audit, facilities management, hospitality, manufacturing, and restaurants. Beyond those industries mentioned, the software is flexible enough for any industry and project as it’s equipped with the right set of tools to deliver and accomplish any business forms automation you need.

Key Features of

  1. Electronic forms
  2. Offline mobile application
  3. Linear form generator
  4. Advanced reporting
  5. BI dashboards
  6. Custom design
  7. Logic, branding, and piping
  8. Customization and branding
  9. WorldAPP analytics
  10. 14 question types
  11. Rich text formatting
  12. Image embedding
  13. Data management
  14. Contact manager
  15. Participant Portal
  16. Task management
  17. Third-party application integration
  18. Solution configuration
  19. API
  20. JavaScript
  21. Data protection and security

Pros and Cons of has an 80/20 Methodology that guides their approach to providing solutions for their clients. Through this, they combine an off-the-shelf solution that’s established with stability, rapid deployment and power at its core with a service that enables full customization, control, and flexibility. Without further ado, here are the pros and cons of

Customizable Electronic Forms’s top offerings lie on their robust electronic forms that give you a wide range of control over how it looks and functions. Its linear form generator platform is great for surveys and web forms as it gives you the standard top-down design format. The interface generates a vertical format automatically which is beneficial if you don’t have to fully customize the layout, but you still want control over its function and content.

It also has custom design capabilities where you can use its drag-and-drop interface option to simplify configuring new forms or recreating existing ones with necessary branding requirements. You can match any section of your form to your corporate branding through applying your corporate, style, and logo while using CSS formatting, HTML formatting, plugins, JavaScript embedding, and Question Randomization.

Furthermore, managing your digital forms is optimized with logic, branching, and piping where you get to pre-fill forms from the data you receive, branch questions based on certain conditions, and hide or show questions or individual answers. These capabilities resolve what some users used to find limiting: the software initially built for survey forms. After a couple of updates and improvements, continues to become a more robust form automation solution.

Broad Range of Question Types has 14 different question types you can choose from. This ensures you ask questions and collect information in the most effective way. Each type is empowered with advanced options that range from image embedding, rich text formatting (HTML and WYSIWYG), hyperlinking, adding sub-headers, setting response quotas, pre-filling answer options, setting default answer options and randomizing them, adding a comment box, and setting a calculated total, among many others.

These question types allow you to create forms where the respondent can pick between options and add a comment, check boxes where it applies, rate based on a scale you set, choose an answer from a drop-down menu, check statements that apply to them from the list box, and submit their information on the line box. There’s also a multi-line text response for personal answers, tabs specifically for numeric allocations, comparison options, a 3D matrix, object lookup, file upload, and a section header.

Since the app offers robust features and customization options, creating forms, especially complex ones, may be challenging for new users. Starting from simple forms may help you create a progressive learning curve. With the familiarity of the interface over time or undergoing full training, creating forms will become an easier and faster process.

Offline Mobile Capability

Certain aspects of a business have to be performed outside of the office. With that, ensures your enterprise is not limited and barred with locations or the absence of an internet connection. Using the platform, users can access critical business forms and documentation both online or offline anywhere at any time using any device.

In addition to its Windows Desktop app, has a mobile app compatible with Android, iPhone, iPad and iPod devices. When the internet is unavailable, it collects data offline and then uploads and integrates data once the internet connection is reached or restored. This paves the way for further reporting, processing, and workflow initiation for the data gathered. The app also lets users modify due dates and status of tasks as well as launching real-time forms and task assignments.

Reliable Data and Task Management

The service has a task management feature which elevates the automation of business processes online or offline. This allows you to view the task history, define multiple types of tasks, attach a form (and require its completion before the task is closed), specify a group of contacts where the task and due dates are assigned to and configure custom resolutions and statuses.

It also has a robust data management tool that gives you Contact Manager, a hub where all your contact data is stored. This lets you organize contact information and perform vital actions such as importing, exporting and syncing contacts, among others. Meanwhile, this feature has Participant Portal which is a landing page where users land when they log in the application and access business forms on-demand.

Powerful Reporting Tools makes sure the data you gathered are put to effective use whether through its standard report settings or customizing your own using crosstabs, formulas, and filters. It has a powerful BI dashboard that doesn’t require programming so you can easily and quickly drill down data from charts, web URLs, and dashboards. This provides you a comprehensive view of your enterprise data while seamlessly connecting to all relational databases.

It also utilizes WorldAPP analytics,’s parent company, to build charts, data tables, and unlimited crosstabs and run statistical significance tests. It streamlines uploading files, sharing results, and exporting charts to PowerPoint.  Some advanced features may have a high learning curve for new users and take a couple of uses for familiarity.

Flexible Integrations understands that an end-to-end management of enterprise data can’t be accomplished by a single system alone. Hence, it empowers sharing information with other systems, departments, and people with various points, contributors, and processes. With that, it has solution configuration for custom plug-ins, JavaScript, and pages with private labeling and multi-user and multi-access accounts.

Its API supports integrations with existing software and legacy systems, such as SalesForce and QlikView, that are streamlined whether it’s a custom database, third-party application, or URL suffix that build a bi-directional information flow that syncs data. With the system’s flexibility, some users may not like the software’s look and feel at first. However, the app delivers all its features and tools really well which majority of users appreciate.

Tight Data Security

The privacy and security of your data is a priority of That’s why it guarantees a tight data security of SaaS implementations. Its operational procedures and documented controls are strictly compliant as data is hosted in SSAE 16 certified data centers. Furthermore, it’s a Tier III/TIA 942 compliant in both design and operational perspectives. They have HIPAA compliance certifications and SSL-secured web traffic. On the client’s side, you get advanced access-level and permission settings, streamlined user access points, and Single Sign-On (SSO) integration to take a further step in safeguarding your data.

We hope that you found our comparisons of pros and cons of useful. If you’d like to explore the software on your own now, we recommend that you sign up for a demo here.

Stephanie Seymour

By Stephanie Seymour

Stephanie Seymour is a senior business analyst and one of the crucial members of the FinancesOnline research team. She is a leading expert in the field of business intelligence and data science. She specializes in visual data discovery, cloud-based BI solutions, and big data analytics. She’s fascinated by how companies dealing with big data are increasingly embracing cloud business intelligence. In her software reviews, she always focuses on the aspects that let users share analytics and enhance findings with context.

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