# Best Forms Automation Software 2026 | Capterra > Find the top Forms Automation software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/forms-automation-software --- # Best Forms Automation Software Last updated on April 1, 2026 How to find the right Forms Automation Software? Learn more from our team about Forms Automation Software pricing features and benefits in our Forms Automation Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is forms automation software, and how do I choose the right one? Researched by: [Sabrina Khoulalène](https://www.capterra.com/resources/author/sabrina-khoulalene/)and reviewed by: [Mathew Kerbis](https://www.capterra.com/resources/author/mathew-kerbis/) Updated on April 1, 2026 Forms automation software or form filling software streamlines the process of creating, sharing, and storing forms electronically.  Accountants, IT teams, and human resource departments are some of the most common forms automation software users, but organizations across a wide variety of industries, from healthcare to retail, use forms automation software for different needs.  Typical forms automation software prices range from $17 per month for a basic system to $50 per month or more for an advanced one, and scales based on the number of forms, the amount of storage needed, or how many users are accessing the system. When acquiring this type of tool, in addition to evaluating price, users should also ask vendors the following questions: _How is the software priced?_ _Are forms mobile-friendly?_ _Does the software offer multilingual support?_ _What integrations with other software systems are available?_ For more information consult our [Forms Automation Buyers Guide](#buyers-guide-content) [4.3 (141)](https://www.capterra.com/p/142300/Adobe-Experience-Manager/reviews/) Adobe Experience Manager Forms enables creation of smart, scalable, and secure forms that are easy for customers to fill out anywhere.  [Learn more about Adobe Experience Manager](https://www.capterra.com/p/142300/Adobe-Experience-Manager/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.6 (139)](https://www.capterra.com/p/138990/Cognito-Forms/reviews/) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Free online form builder with advanced capabilities that are sophisticated enough for power users, yet simple enough for beginners. [Learn more about Cognito Forms](https://www.capterra.com/p/138990/Cognito-Forms/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 90% recommend this product [4.6 (253)](https://www.capterra.com/p/141080/iAuditor/reviews/) SafetyCulture (iAuditor) is a mobile-first application that digitizes processes and streamlines your operations to get better everyday. [Learn more about SafetyCulture](https://www.capterra.com/p/141080/iAuditor/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 84% recommend this product [4.7 (24)](https://www.capterra.com/p/157206/Dokmee-Capture-Scanning-Solution/reviews/) Improving business processes with no per click charges or limitations sounds almost too good to be true, but with Dokmee Capture it is! [Learn more about Dokmee Capture](https://www.capterra.com/p/157206/Dokmee-Capture-Scanning-Solution/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.5 (97)](https://www.capterra.com/p/144453/FormAssembly/reviews/) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Automate data flow, eliminate busy work, and make cross-departmental collaboration a breeze [Learn more about FormAssembly](https://www.capterra.com/p/144453/FormAssembly/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.4 (208)](https://www.capterra.com/p/139882/Canvas-Mobile-Forms/reviews/) GoCanvas enables any businesses to replace inefficient paper forms with customizable mobile apps. No IT or coding required. [Learn more about GoCanvas](https://www.capterra.com/p/139882/Canvas-Mobile-Forms/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.7 (2782)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Jotform Enterprise: Automate form creation, customization, and analysis. Track responses, manage payments, and integrate with 150+ apps [Learn more about Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 84% recommend this product [4.3 (12)](https://www.capterra.com/p/267692/Formstack-Platform/#reviews) Formstack is a cloud-based form building software that streamlines data collection, integrates systems, and automates workflows. [Learn more about Formstack Suite](https://www.capterra.com/p/267692/Formstack-Platform/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.4 (5)](https://www.capterra.com/p/158261/FormsCenter/#reviews) Customizable, electronic data capture to connect and track your business. [Learn more about FormsCenter](https://www.capterra.com/p/158261/FormsCenter/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.9 (24)](https://www.capterra.com/p/10018215/SurveyJS/reviews/) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Design and manage forms directly in your app — with full control over your users’ data, no external storage, and no usage limits. [Learn more about SurveyJS](https://www.capterra.com/p/10018215/SurveyJS/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [5.0 (23)](https://www.capterra.com/p/245903/Droplet/reviews/) With our highly configurable workflow engine, you can define your process once and let it run on autopilot. [Learn more about Droplet](https://www.capterra.com/p/245903/Droplet/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [5.0 (1)](https://www.capterra.com/p/150611/Forms-On-Fire-Mobile/#reviews) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Automate your forms and field workflows. Build with AI, work offline, and sync data to 3,000+ platforms. [Learn more about Forms On Fire](https://www.capterra.com/p/150611/Forms-On-Fire-Mobile/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.0 (120)](https://www.capterra.com/p/118892/Formstack/reviews/) Formstack Forms is a no-code form builder that automates data collection, integrating with over 250 apps to ensure seamless data flow. [Learn more about Formstack Forms](https://www.capterra.com/p/118892/Formstack/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.6 (328)](https://www.capterra.com/p/131789/ProntoForms-Mobile-Forms/reviews/) TrueContext is the field service workflow platform that enables technicians with smart, context-aware forms and mobile workflows. [Learn more about TrueContext](https://www.capterra.com/p/131789/ProntoForms-Mobile-Forms/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 86% recommend this product [4.5 (52)](https://www.capterra.com/p/146542/Ease-Beacon/reviews/) Ease.io’s cloud-based SaaS solution for manufacturers, EASE, digitally connects & automates critical plant floor work processes. [Learn more about Ease.io](https://www.capterra.com/p/146542/Ease-Beacon/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.7 (944)](https://www.capterra.com/p/137289/Typeform/reviews/) [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) Automate follow-ups, send data to your tools, and trigger actions instantly so every response turns into meaningful next steps. [Learn more about Typeform](https://www.capterra.com/p/137289/Typeform/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 80% recommend this product [5.0 (3)](https://www.capterra.com/p/195496/EasySend/#reviews) Digitize your forms and workflows with EasySend's no-code platform in a matter of days. [Learn more about EasySend](https://www.capterra.com/p/195496/EasySend/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.5 (23)](https://www.capterra.com/p/266168/Headlessforms/reviews/) Build high quality HTML forms in minutes. We have the Form Backend [Learn more about Headlessforms](https://www.capterra.com/p/266168/Headlessforms/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.7 (167)](https://www.capterra.com/p/151223/Appenate/reviews/) Automate your forms and field workflows. Build with AI, work offline, and sync data to 3,000+ platforms. [Learn more about Appenate](https://www.capterra.com/p/151223/Appenate/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 85% recommend this product [4.8 (5)](https://www.capterra.com/p/203161/IntouchCheck/#reviews) Go paperless, streamline forms, ensure compliance with IntouchCheck™ - a mobile forms solution to centralize operations efforlessly. [Learn more about IntouchCheck](https://www.capterra.com/p/203161/IntouchCheck/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.6 (991)](https://www.capterra.com/p/162654/PDFfiller/reviews/) Edit, collaborate, and eSign documents — all with one solution. [Learn more about pdfFiller](https://www.capterra.com/p/162654/PDFfiller/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 81% recommend this product [4.8 (144)](https://www.capterra.com/p/191777/GoAudits/reviews/) GoAudits is an audit software that helps professionals save time through checklists, instant reports, and corrective actions. [Learn more about GoAudits](https://www.capterra.com/p/191777/GoAudits/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation 92% recommend this product [4.3 (666)](https://www.capterra.com/p/141842/Weave/reviews/) Appointment scheduling solution that helps businesses manage bookings, reminders, payments, email marketing, reviews and more. [Learn more about Weave](https://www.capterra.com/p/141842/Weave/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.8 (15)](https://www.capterra.com/p/250278/Business-Communications-Center/reviews/) Eclipse provides customer communications software to produce enterprise-class e-forms and documents and labels. [Learn more about DocOrigin](https://www.capterra.com/p/250278/Business-Communications-Center/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation [4.1 (59)](https://www.capterra.com/p/123091/HotDocs-Developer/reviews/) Mitratech HotDocs is enterprise document automation software using intelligent templates and rules-based document assembly. [Learn more about Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/) Forms Automation features reviewers most value Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Electronic Signature Forms Creation & Design Forms Management Process/Workflow Automation Page 1 of 19 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (460) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Access Controls/Permissions AI Copilot Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Drag & Drop Electronic Signature Forms Creation & Design Forms Management Full Text Search Generative AI Process/Workflow Automation Third-Party Integrations Version Control Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Table of Contents - [Essential forms filling software buying information](#essential-forms-filling-software-buying-information) - [What are the most reviewed form filling software?](#what-are-the-most-reviewed-form-filling-software) - [What is forms automation software?](#what-is-forms-automation-software) - [Form filling software pricing](#form-filling-software-pricing) - [Forms automation software features rated by users](#forms-automation-software-features-rated-by-users) - [Top forms automation software benefits identified by users](#top-forms-automation-software-benefits-identified-by-users) - [Common challenges of form filling software identified by users](#common-challenges-of-form-filling-software-identified-by-users) - [What is forms automation software used for?](#what-is-forms-automation-software-used-for) - [Who uses forms automation software?](#who-uses-forms-automation-software) - [Common forms automation software integrations](#common-forms-automation-software-integrations) - [Recent trends in forms automation software](#recent-trends-in-forms-automation-software) ## Essential forms filling software buying information Form filling software streamlines the process of creating, sharing, and storing forms electronically. Companies can create and customize nearly any kind of form, from invoices to incident reports, then store and track collected information in a single central database. Accountants, IT teams, and HR departments are some of the most common forms automation software users, leveraging their system to create forms and capture important digital forms of data from employees, customers, and business partners. That being said, organizations across a wide variety of industries, from healthcare to retail, use forms automation software for various needs. “What I love about this kind of software is the flexibility to create any kind of form, whether it's multiple choice or fill-in-the-blank,” says Mathew Kerbis\[[1](#sources)\], founder of Subscription Attorney LLC, which offers legal advice to small business owners and individual clients, and host of the Law for Kids Podcast. “It’s also very easy to use: it's a "set it and forget it" system when executed well.” Most form filling software products are priced on a “per month” subscription basis, that scales based on the number of forms you have, the amount of storage you need, or how many users need access to the system. Typical prices range from $17 per month for a basic system to $50per month or more for an advanced one.\[[2](#sources)\] Some products in the form filling software category offer a free version or trial, enabling the user to preview key features and judge whether the software is suited to their needs. It should be noted, however, that free versions or trials may have limitations. Free versions generally do not include all the software's features, and free trials have a limited duration.  If you’re a first-time buyer of forms automation software, you should meet with relevant stakeholders to come up with important questions to bring to vendors—questions such as: - How is the software priced? - Are forms mobile-friendly? - Does the software offer multilingual support? - What integrations with other software systems are available? ## What are the most reviewed form filling software? [Capterra Shortlist](https://www.capterra.com/forms-automation-software/shortlist/) identifies the top form filling software based on a proprietary blend of user ratings and popularity, helping small businesses efficiently find the most effective form automation tool for their needs.\[[3](#sources)\] Here are the five most-reviewed products in our Capterra Shortlist for this category: **Product** **Overall score** **Popularity score** **Ratings score** [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) 99/100 50/50 49/50 [DocuSign](https://www.capterra.com/p/121506/Docusign/) 98/100 48/50 50/50 [SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) 91/100 43/50 48/50 [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) 91/100 42/50 49/50 [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) 88/100 39/50 49/50 These rankings are determined by combining verified user ratings and publicly available web search popularity data:  - **Ratings score:** Relative score of the software based on ratings given by users on Capterra, normalized for number and recency of reviews. - **Popularity score:** Relative popularity of software based on web search trends and products’ web presence. ## What is forms automation software? Forms automation software gives companies the ability to streamline form workflows. These solutions optimize form creation, printing, faxing, merging, security, and inbound/outbound form traffic. Companies can create and manage nearly any kind of form, and can track collected information. This software also offers a place for companies to store and access their forms in one centralized place. If you want to save time or grow your business, it's a good investment, says Kerbis. “It allows you to automate processes and collect valuable data for improvement. Many firms most likely have access to these tools through platforms they are already using but might not realize it.” Forms automation software serves different business functions in different sectors. Healthcare companies use this software to collect patient/visitor information, HR departments use it to collect employee feedback and other inputs, retailers use it to create invoices, and customer service teams use it to generate support tickets. The software can be purchased standalone, or as a feature set in a more comprehensive [document management system](https://www.capterra.com/document-management-software/).  The kind of forms you would want to create depends on the business you are in, explains Kerbis: “For example, for lawyers, intake forms are crucial. They help with client onboarding and can be used to populate contracts or legal documents. Instead of phone calls, you can send forms for clients to fill out, streamlining data collection and integration.” The global business process automation market, of which forms automation software is a part of, is projected to grow to $3.6 billion by 2027 according to Gartner.\[[4](#sources)\] Capterra covers 598 different forms automation software products, with 9,911 reviews added in the last year.\[[5](#sources)\] ## Form filling software pricing Most form filling software products are priced on a “per month” subscription basis, that scales based on the number of forms, the amount of storage needed, or how many users need access to the system. Typical prices range from $17/month for a basic system to $50/month and scales from there for an advanced one.  There are free versions of form automation software on the market, but Kerbis advises businesses not to use those: “Using free versions means you're paying with your data, which isn't ideal for client information. Even if providers assure you they won't use your business data for training or other purposes, I wouldn’t take the risk, especially because you can easily find perfectly affordable paid solutions.” - Entry-level forms automation systems include the core functionality of form creation/design and file storage. - Advanced products that are priced higher typically add features such as electronic signature, autofill, and access controls. First-time buyers should be aware that: - Setup, customization, and integration are common upfront costs. - Maintenance and customer support are common recurring costs. ## Forms automation software features rated by users All forms automation software systems include form creation/design and file storage, and most have a variety of common features such as customizable forms, forms management, and third-party integrations. ### Core forms automation software features - **Form creation & design:** Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system. 90% rate this feature as critical or highly important. - **Process/workflow automation:** Streamline repetitive tasks through automated and predefined workflows. 77% rate this feature as critical or highly important. ### Common forms automation software features - **Customizable forms:** Customize forms to collect specific information. 93% rate this feature as critical or highly important. - **Forms management:** Store, manage and track all forms in a centralized location. 89% rate this feature as critical or highly important. - **Customizable templates**: Pre-designed layouts that can be customized to match preferences and requirements. 84% rate this feature as critical or highly important. - **Data import/export**: Import and export data to and from software applications. 80% rate this feature as critical or highly important. - **Access controls/permissions:** Define levels of authorization for access to specific forms. 78% rate this feature as critical or highly important. - **Electronic signature:** Enable users to digitally sign online forms. 73% rate this feature as critical or highly important. - **Collaboration tools:** Provides a channel for team members to share media files, communicate, and work together. 66% rate this feature as critical or highly important. ## Top forms automation software benefits identified by users **Streamlines document management**: Users say that forms automation software facilitates not only document creation, but also document management, by digitizing business processes and providing rapid access to documentation from any location. –Rhys J., electrical & electronic systems engineer, plastics: “This has allowed us to transfer to a system of digital forms that our staff can easily complete on phones or other devices, and freed up time for our administration team as they no longer have to file and track physical paper forms.” **Makes team collaboration easier:** Users say forms automation system features like real time collaboration, collaborative sharing and reporting improve team collaboration and communication. “A simple and quick way to get everything organized and documented to keep your team flowing day to day with ease.” –Jeana D., director of administration, renewable & environment **Improves business productivity:** Users say their forms automation system helps improve business productivity through its intuitiveness, its ability to centralize information in one place and the flexibility of the platform. –Dennis M., head of software engineering, food production: “It helps free up time for our employees, thus increasing their productivity.” **Making small businesses appear more professional:** Users praise their form filling software for its ability to create professional-looking forms that add legitimacy to their business. “Incredibly easy to use and looks professional.” –Jake L., founding director; health, wellness, and fitness ## Common challenges of form filling software identified by users One of the challenges with form filling software users most frequently cite is usage limitations. Some products have limited ability to format designs or create workflows. The second most cited challenge is issue resolution. Indeed, some glitches when submitting forms or uploading attachments have been noted.  A third top cited issue more specific to forms automation software is payment management. Some products require the users to use a third-party application if they want to collect payments. To avoid these challenges with your software, seek out product demos and reach out to advisors before making a purchase decision.  When you’re talking to forms automation software vendors, you should ask a few questions to help ensure you don’t encounter the same issues: - To what payment providers does your forms automation software connect and how does it manage payment processes.  - What are the options for creating designs and workflows? - Is there a convenient way to report glitches? Reading customer reviews, especially those dealing with these common challenges, can also prove useful to find the tool best suited to your needs. In fact, customer reviews have become a decisive factor for many SME buyers (41%) when it comes to narrowing down their software shortlist. What's more, 83% say they make changes to their list after conducting such research.\[[6](#sources)\] ## What is forms automation software used for? Analysis of our extensive form automation reviews highlight the most common use cases: - **Collaborating on form creation and management:** Forms automation software makes it possible for users to collaborate to optimize forms and align to goals. - **Collecting critical data and feedback:** Form filling software enables businesses to create forms, distribute them to important stakeholders, and analyze the data and feedback they collect. - **Obtaining document signatures:** Electronic signature functionality offered by forms automation software allows businesses to collect digital signatures on important documents, such as contracts or sales agreements. ## Who uses forms automation software? Administrative, HR, marketing and IT & software development functions are some of the most common forms automation software users, leveraging the system to create forms and capture important data from employees, customers, and business partners. Different industries use forms automation software for specific uses, as well: Healthcare companies use it to collect patient/visitor information, for example. Small businesses also use forms automation software for a variety of data gathering needs. Notes from our advisor calls reveal that 26% came from small businesses with one to 10 employees, while 15% were from corporations with 51 to 200 employees. Forms automation software could, therefore, be crucial for small businesses as it can help them save time and automate processes that could otherwise take up a lot of resources. ## Common forms automation software integrations We analyzed our extensive reviews database and determined that the three categories that most often integrate with forms automation are: - [Email marketing](https://www.capterra.com/email-marketing-software/): The integration of email marketing software with forms automation software enables marketing teams to easily send out the forms they have created, in order to extend their contact list and propose personalized offers among other things. - [Website builder](https://www.capterra.com/website-builder-software/): The integration of website builder software with forms automation software enables site designers to include forms on landing pages in just a few clicks, enabling them to collect key data on visitors. - [CRM](https://www.capterra.com/customer-relationship-management-software/): The integration of CRM software with forms automation software enables sales representatives to create forms for their customers and centralize the information obtained in their CRM tool. Users of forms automation software have an overall positive feeling about their integration capabilities and tend to praise the variety of possible integrations, compatibility with business-critical software and ease of execution. Forms automation software can be deployed on the cloud or on-premise depending on the type of data you collect. The cloud option has a low upfront investment and offers ease of scalability, but your business data is hosted on a third-party server. If you’re using forms to collect sensitive information, such as medical and account details, this could be a cause for concern. In such cases, on-premise deployment may be preferable as your data is stored on in-house servers.  ## Recent trends in forms automation software **Generative AI makes form creation even easier:** Forms automation vendors are increasingly leveraging generative AI so clients can create custom forms using simple prompts and with little manual effort. Gartner predicts that, by 2025, 60% of business process automation vendors will offer process modeling driven by GenAI to reduce process development times.\[[3](#sources)\] **Graphic-rich forms enhance the user experience:** Forms automation solutions have introduced rich graphical elements, such as interactive content, animations, and visual charts into their platforms. These elements help businesses design graphic-rich forms instead of text-heavy forms to enhance the user experience and reduce the rate of abandonment. Sources 1. [Mathew Kerbis](https://www.linkedin.com/in/kerbisverse/), LinkedIn 2. **Capterra software pricing data:** Only products with publicly available pricing information and qualified software products within the category, as of January 2024, are included in the pricing analysis. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology). 3. **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. We featured the products with the most reviews at the time of Capterra Shortlist publication. [Read the complete methodology](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). 4. [Market Guide for Business Process Automation Tools](https://www.gartner.com/doc/4862731), Gartner 5. **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. For this report, we analyzed reviews from the past year as of the production date. [Read the complete methodology](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology). 6. **Capterra 2025 Tech Trends Survey:** The 2025 Tech Trends Survey was conducted online in August 2024 to understand the timeline, organizational challenges, adoption & budget, vendor research behaviors, ROI expectations, and satisfaction levels for software buyers. [**Read the complete methodology**](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology).