What is a form builder software?
Definition
Form Builder software refers to computer solutions that allow you to create and distribute paper or digital forms.
These include contact, subscription, registration, payment, donation, job search, event participation, surveys, etc.
Form management tools are widely available online to allow collaborative uses (creation, sharing).
How does it work?
From the software interface, the user can create a form manually or from the customizable blocks provided by the software publisher.
To speed up the process, the user can directly use the form templates that are included in the solution.
Once created, the form editor obtains a link that allows to distribute the form in one of his communication channels: a newsletter, an Internet page, a contact email, etc.
An export in the format of his choice (Word, PDF, etc.) allows to insert his form in an attachment or to print it.
The form creation software automatically collects and processes completed forms online. From an intuitive interface, the administrator has access to forms and statistical tools to analyze them.
What are the main features of a form creation software?
Form builder software are powerful tools that allow users to create and distribute their forms. They also offer the possibility to collect and process completed forms online.
The creation of forms
Creating forms from blocks, templates or an intuitive interface allows business managers (marketing, HR, etc.) to create their own forms without any skills and technical requirements. A simple drag and drop allows you to add blocks:
- Texts
- Checkboxes to tick
- Drop-down lists
- Digital signature
- Etc.
The user only has to customize the content of each block and perform the conditional formatting if he wants to create a dynamic form.
Some tools are equipped with OCR (Optical Character Recognition) technology. This allows users to scan a document and transform it into a digital form with fields to fill in or check boxes.
Collaboration between business processes
Within an organization, business managers can jointly create forms that will be distributed and/or completed by operational individuals as part of their daily activities. From the application interface, they can collaborate to create a customized form, adapted to each individual's needs.
The form management software allows you to define actions to be performed as soon as a form is completed: notification, sending a personalized message, making an appointment, etc.
In addition, some publishers offer mobile applications for field teams. Field teams have offline access to the application and can complete these forms from their smartphone or tablet as part of their daily activity. This is the case, for example, for delivery drivers or inspection teams.
The application automatically synchronizes with the company's database when the Internet connection is restored.
The dashboards
For digital surveys, the software centralizes, processes all completed forms and allows managers to analyze the data collected. Thanks to an intuitive interface and customizable indicators (tables, graphs, diagrams, etc.), users can perform a quantitative analysis to:
- Identify trends
- Testing ideas
- Detect the strengths and weaknesses of an offer or product
- Etc.
The various filters and sorting options available allow you to create customized reports and export them in the format of your choice.
In the context of qualitative forms (customer file, contact form, etc.), administrators can view each completed form individually.
Who uses form creation software?
The format of the form is interesting for all organizations (SMEs, Large Groups, public, private) that need to:
- Formalize certain processes and documents
- Easily contact and manage a large database
Any individual within an organization can use the form in the course of their activity:
- Sales departments to create customer files, create sales proposals, etc.
- Marketing services in the context of satisfaction surveys
- Audit services to produce reports on internal control
- Support functions to formalize certain documents: invoices, contracts, etc.
- Communities to conduct population census campaigns
- Government organizations to facilitate the recording of minutes
- Associations to collect donations and know the availability of volunteers
- Etc.
Why to use form creation software in your company?
The form creation software allows companies to automate certain internal processes, to easily solicit their customers. However, it also has some disadvantages.
Advantages
- OCR technology
- Contact management and automatic publication of forms
- Dynamic forms
- Customizable dashboards and post-campaign reports
- Responsive design
Disadvantages
- Possible sampling bias when distributing an online form
- Need for integration into the internal information system may require a tailor-made tool
Complementary solutions of Form Builder
Productivity applications Suite
