Best Helloworks alternatives: find the perfect form builder for your team to optimize your workflow

Best Helloworks alternatives: find the perfect form builder for your team to optimize your workflow

When choosing a data collection tool designed for the field workforce or remote customers, it’s important to consider mobile responsiveness.

In 2016, Google reported that the majority of web traffic comes from mobile devices. In the intervening years, that number has only grown. Modern forms need to adapt to any device and operating system without forcing users to pinch and zoom.

This is an area where a platform like HelloWorks excels, but HelloWorks isn’t a great solution for everyone.

In this article, we’ve put together a list of the top HelloWorks alternatives to harvest inbound leads in the most effective way possible.

Let’s jump right in!

Top HelloWorks alternatives for 2021

  1. ProntoForms
  2. Forms on Fire
  3. PandaDoc Forms
  4. Fulcrum App
  5. FormAssembly
  6. Wufoo

How we found and selected our top HelloWorks alternatives

With so many great form-building tools on the market today, finding the best alternatives to a software tool like HelloWorks wasn’t easy.

In order to accurately select and assess all the form options on the market, we analyzed reviews, feedback, and criticism from over 32 different websites and weighted what we saw based on website views and perceived authority.

To determine authority, our data sources were grouped into five cohorts based on monthly visitors (which we took from Semrush):

  • >1.000.000 visitors;
  • 500.000 – 1.000.000 visitors;
  • 250.000 – 500.000 visitors;
  • 50.000 – 250.000 visitors;
  • <50.000 visitors

The websites with the highest visitor traffic and greatest domain authority were given more weight in our calculations and analysis while lower-traffic and less authoritative websites were scored lower.

However, in-depth reviews and feedback were given considerable analysis and weighed carefully as part of our calculation.

PandaDoc recently launched PandaDoc Forms, a competitive form builder that is a perfect fit for users looking for all-in-one form creation. Our team conducted extensive market research in order to build our own product!

On top of all that, we closely reviewed a variety of companies and products (including several not listed in our final selection) to determine which form-builder solutions were the closest fit to what we believe shoppers are looking for.

Lastly, we also checked with our team and customers to better understand how businesses actually use mobile data capture tools, what features they were looking for, and which collaborative tools had been most beneficial to them.

1. ProntoForms

prontoforms dashboard

Top on our list is ProntoForms. The app offers one of the most versatile and customizable tools for mobile data collection, making it easy for users in the field to collect data and feed it to CRM and ERP systems in real time.

ProntoForms styles itself as a “low-code solution” that empowers businesses of all sizes to quickly create forms and analyze data using intuitive drag and drop tools.

The software is equipped with a battery of features, like conditional formatting, repeatable form sections, and digital signatures while also housing powerful in-app analytics to help you gain insights from your data.

Because ProntoForms is aimed specifically at mobile form creation, you’ll never have to worry about compatibility issues with iPhone or Android platforms. This emphasis makes ProntoForms a powerful solution for teams in the field, who may need need to capture data at speed and in a variety of formats.

You can also integrate advanced controls such as drop-down menus, color-coded button groups, and GPS stamps at the touch of a button.

These advanced features, along with the ability to integrate forms with virtually any business or cloud application, give ProntoForms a level of versatility that users don’t often see in similar applications.

All that said, ProntoForms does come with a few downsides. The app lacks some versatility when it comes to native features and integrations. The app does offer API access, ensuring that custom code solutions are possible, but many of these features are closed to entry-level users.

Insights

The app offers flexible form workflows that allow you to assign new tasks to your team and hand off ongoing work for better management of complex jobs requiring multiple skill sets.

You can even track the progress of a particular task and send immediate notifications to report or escalate issues.

Pricing: The Essentials and Advanced plans are available for $15 and $45 per user/month. The Enterprise plan hosts unlimited users, and pricing is customized based on use case.

Pros: Users like how easy the platform is to use and the overall responsiveness of the support team.

They also enjoy the powerful workflow automation feature, which makes field and in-office collaboration a breeze. The pricing plans are ideal for a startup or small business.

Cons: Many users report experiencing technical issues when using ProntoForms in the field, resulting in data loss. The app sometimes freezes when a call comes in or fails to send data if the installed software isn’t up to date.

While the platform can integrate with other services, it lacks the ability to process transactions through a payment gateway, so technicians may need to rely on additional services to handle any financial transactions in the field.

2. Forms on Fire

forms on fire dashboard

Forms on Fire takes a slightly different approach from conventional form builders.

Aside from the usual drag-and-drop form designer that is common in most data collection apps, Forms on Fire also allows users to leverage the power of Microsoft Word and Excel to craft fully customizable designs that match their brand.

However, regardless of which tools you use to build your forms, you’ll never have to write a single line of code. The in-app editor and form designer allows you to build data capture solutions that make sense for your company and employees.

But you don’t have to start from a blank slate. Forms on Fire is equipped with hundreds of out-of-the-box templates users can customize to suit the needs of their organization.

If designing a form from scratch doesn’t sound like your cup of tea, simply pick from any of the pre-existing samples, edit to taste, and instantly deploy your customizable form in the field.

Forms on Fire also offers tremendous flexibility when integrating with your tech stack. The platform offers API access and connections through Zapier so that you can easily send form information to 2,000+ applications.

Unfortunately, that flexibility also takes a hit where distribution is concerned. Forms on Fire forms can’t be exported outside of the software application, so if you need to place your forms on a website or connect them to a third-party solution, you may find your deployment options limited.

Insights

Forms on Fire allows users to assign tasks and workflow forms to other users in the organization through rule-driven or pre-designed processes.

Whether you’re looking for office-to-mobile and mobile-to-office dispatch, or prefer a more structured approach to workflows, this app is designed for team collaboration.

Pricing: The Standard, Premium, and Enterprise plans cost $20, $28, and $36 per user/month respectively.

Pros: Users enjoy the ease of use that comes with using FOrms on Fire, and feedback surrounding the support team is generally positive. The company offers affordable price points and a wide array of features at each tier.

Cons: The initial setup can be a little overwhelming, especially for individuals who have limited experience with form builders and digital data capture solutions.

However, despite the steep learning curve, users agree that implementation is a smooth experience after onboarding is complete.

3. PandaDoc

top helloworks competitor

Though PandaDoc Forms is one of the newest solutions on the market, it has quickly become a go-to choice for users looking to consolidate document creation to a single platform.

The PandaDoc form builder is designed as an extension of the already-popular PandaDoc document editor, which is regularly used to create contracts, sales proposals, and other business documents.

By combining these features into a single-platform solution, PandaDoc offers a unique all-in-one answer for end-to-end document creation. For the 40,000+ businesses on the platform, this results in faster sales cycles and higher close rates.

The PandaDoc document editor offers a variety of text blocks to allow for quick and easy online document creation. Meanwhile, the sharing tools built into the platform make it easy to get your documents and forms in front of the people who need to see and sign them.

As an added bonus, you don’t have to start from scratch each time you need to build a new form or document. PandaDoc offers 450+ templates you can use straight out of the box.

You can customize them to fit your brand and your data-capture needs. The app even allows you to create customized templates, helping you eliminate repetitive tasks and reduce human error so that you can focus on other operational tasks.

Going further, PandaDoc offers a variety of features and integrations for forms processing, including payment gateways through Stripe, PayPal, and Square, and legally binding electronic signature capture.

Insights

The app simplifies data collection through its powerful and dynamic workflow. Field and in-office teams can collaborate to capture data, digitally sign documents, and collect private or even sensitive information from customers and stakeholders.

Users can also designate a signing order, collect payments, and consolidate data into exportable formats all in one go.

To help you stay in the loop, PandaDoc Forms provides real-time email notifications, so that you know exactly who viewed and completed your forms.

The bulk-send feature lets you share out forms with an unlimited number of users and keep track of every last one of them. This functionality is available on all PandaDoc plans, which is a definite plus.

Pricing: Unlimited form creation is available on Business and Enterprise plans, and each account is credited with 250 free form submissions.

Prices start at $49 per user, per month. After you reach the 250 account limit, additional form submissions will cost $2/form.

Pros: Our users love the intuitive drag-and-drop form builder.

It requires no experience and is designed to streamline every aspect of the workflow from document creation, e-signature capture, signing order specification, and payment collection.

Cons: Forms aren’t available on the lower tier plans.

4. Fulcrum App

fulcrum dashboard

Fulcrum App is another top HelloWorks alternative to consider. This no-code platform provides a variety of tools to streamline mobile data capture, provide in-depth data-driven insights, and automate end-to-end data collection processes.

With Fulcrum, you won’t just design forms. You’ll design apps, but you’ll do it using drag and drop tools that remove the need for complex coding. As a result, the app you create can leverage the hardware and software already inside an Android or iOS device to collect data in the field.

If simple forms just aren’t getting the job done, Fulcrum may be the solution to push your team over the finish line. The app can collect photos, location-based data, operate using GPS and real-time monitoring, and so much more.

And, Fulcrum’s unique solution makes it a key player in the market that is unlike any other tool on our list. While it may take a bit longer to set up, the ability to create unique tools for your organization with minimal coding experience can be a lifesaver for smaller brands.

With Fulcrum, you can start from scratch or use any of the existing templates in the app gallery, which offers dozens of pre-built templates that can customize to meet your data collection needs.

Each template can be modified using the intuitive App Designer, a drag-and-drop tool you can use to move objects into and out of the layout area. Some of the preexisting templates you’ll find include a Building Inspection Checklist, Equipment Inventory Form, Incident Report Form, Property Inspection App, and much more.

Fulcrum App utilizes Zapier to allow the data collection app to communicate seamlessly with 100 third-party apps.

It lets you capture and export data into other formats, set up a notification infrastructure via email, and even populate document templates based on status changes recorded by the app while in the field.

If your workforce needs to collect signatures remotely, Fulcrum App has built-in signature fields that capture electronic signatures. It also comes with a customizable “Agreement Text” that lets users add a disclaimer or any other piece of text you would want the signatory to be aware of when signing off on the form.

Insights

Fulcrum App supports workflow automation to streamline apps at every stage of engagement. It sends alerts to team members every time the form is modified, allowing everyone to stay in the know and review data as needed.

Pricing: The Essentials and Professional plans cost $22 and $30 per user/month, respectively. The Enterprise tier pricing is available upon request.

Pros: The app offers a clean and crisp UI/UX that makes it easy to use. Its report export function is also a nice touch.

Cons: Unfortunately, the platform lacks some advanced features like sliders, matrix tables, and heat maps. Users also report that they cannot edit or adjust the field data form.

5. FormAssembly

formassembly product

FormAssembly is a highly versatile, mobile-responsive data collection tool geared primarily toward enterprise-level customers.

Armed with loads of built-in functionality, smart features designed to automate data capture and streamline workflows, the platform leverage Salesforce for data management.

Depending on your in-house workflow, the reliance on the Salesforce platform may make FormAssembly a go-to choice or a complete no-go in terms of utilization.

However, if your team is already integrated with Salesforce, the native integration will allow users to create and prefill forms, import and export data, and even post to Salesforce Chatter.

FormAssembly comes with a dynamic drag-and-drop form builder similar to many of the other tools on our list so that users can easily add and reposition form fields. The forms are fully customizable with CSS to match your branding needs.

If creating a form from scratch sounds like too much of a hassle, FormAssembly has a rich template library you can use. You can use them as they are, or customize them further if you want to incorporate your brand elements.

FormAssembly supports dozens of integrations allowing you to connect to the apps you already use in your day-to-day operations.

Some of the popular integrations that come with the software include Salesforce, Stripe, Google, and Chargenet. It’s worth noting that premium Salesforce integrations, such as the ability to integrate with the Salesforce Marketing Cloud may only be available on higher-tier plans.

Users on the app’s Premier and Enterprise plans can also enable e-signature collection on their forms. This allows you to authenticate responses and create legally enforceable documentation all in one place.

Insights

FormAssembly’s workflow tools help users determine ideal form signing order and even transfers data between forms. Teams can also define the processing options available to each user including, preview, connectors, email notifications, and more.

This means that a respondent’s information will still get submitted even if they fail to complete the entire workflow.

Pricing: The Professional and Premier plans cost $99 and $249 per user/month, respectively. The pricing for both the Enterprise Cloud and Compliance Cloud tiers are available on demand.

Pros: In the right conditions, FormAssembly is a document powerhouse. Users who have already adopted Salesforce love the native Salesforce integration and the versatility of this enterprise-level tool.

Cons: Some users report experiencing glitches when trying to sync the app with their email clients. Smaller companies may also find the price too high, especially considering that Salesforce adoption is also required to make the most from the FormAssembly platform.

6. Wufoo

wufoo product

Wufoo lets you create dynamic mobile forms that can be filled out by your recipients on any device. The platform also helps users keep track of all entries and check results in real time.

While the platform has a slew of alternatives, Wufoo offers a variety of features that are impossible to ignore. The free plan, while limited, is a great option for freelancers and small businesses who only need basic forms.

The robust template library is also a great starting point when it comes to creating incredible forms.

Of course, the offer only builds from there. At the bottom pricing tier, the basic form features expand dramatically.

You can receive 1,000 form entries from a single form, submit up to 10,000 API calls, set a custom logo, and much more. At higher tiers, everything continues to scale.

The app comes with integrations to allow users to sync it with the tools they already use. Some of the 2,000+ integrations that work with Wufoo include Salesforce, Dropbox, MailChimp, Google Sheets, Stripe, PayPal, and more.

However, the vast majority of these integrations are available through Zapier, so you’ll need to have a Zapier account if you really want to leverage Wufoo into your tech stack.

The other thing to consider with Wufoo is that the platform is distinct and different from SurveyMonkey, the massively popular survey platform.

Both Wufoo and SurveyMonkey are owned by Momentive and, to minimize potential conflicts, there are some features that SurveyMonkey offers that may never be available on Wufoo.

As a hard and fast rule, Wufoo is great for simple to moderately complex forms while SurveyMonkey is ideal for massive surveys, feedback forms, and marketing initiatives where you might need to get your form in front of a larger audience.

Insights

All told, Wufoo is a powerfully diverse platform that can be used to automate workflow and transfer data to CRMs, ERPs, marketing automation systems, and more.

The platform also supports branching and logic allowing you to personalize the form-filling experience for your respondents.

Pricing: The Starter, Professional, Advanced, and Ultimate plans cost $14, $29, $74, and $183 per user/month respectively. A free tier is also available.

Pros: The form-builder is simple and functional. Users can easily embed it in emails or websites without having to code. The multitude of available integrations for third-party app connections is a welcome bonus.

Cons: Users report that they find the search feature a little cumbersome to use, particularly when trying to find forms created by multiple users.

Cloud storage is a little slow, and uploading data can take a while to complete. Wufoo also isn’t HIPAA compliant, so you’ll never be able to capture sensitive or protected information using this tool.

Go beyond HelloWorks alternatives with PandaDoc

While difficult to master, lead generation is the single most important skill set for any company.

Your ability to target the right customer, learn about their needs and preferences, and tailor your products to meet their expectations all play a role in creating a great lead.

However, to get a prospect to convert, you also need to meet them where they are.

If your prospects visit your website using their phones or tablets or need to review essential documentation while on the go, clunky and unoptimized web forms just won’t get the job done.

Every app on our list has the ability to help your business succeed by optimizing lead capture opportunities and streamlining mobile document workflows.

Many even offer free plans or free trials to help you get started.

If you’re looking for a platform that goes beyond simple form creation, PandaDoc is a great starting point. Sign up for a free 14-day trial and see how to take your document creation strategy to the next level.

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.

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