Lead generation is the single-most-important tool your company can harness, to target the right customers, learn about their needs and preferences, and tailor your products to meet their expectations.
To do this, you need to make it easy for them to give you that information up front, and PDF forms just won’t cut it.
We’ve put together a list of the top HelloWorks alternatives if you’re looking for a mobile form builder to harvest inbound leads in the most effective way possible.
Top HelloWorks Alternatives for 2021
Top on our list is ProntoForms. The app offers one of the most versatile and customizable tools for mobile data collection. It makes it incredibly easy for field users to collect data and feed it into their ERPs in real-time, and kick-start the internal processes.
One of the features that stood out the most to us was the reporting and analytics tool. It converts every form submission into a data point on a graph with no manual input required. This is something many of the existing users seem to like.
The drag-and-drop builder makes it ultra-easy for businesses to streamline complex processes. Users can quickly build fillable forms optimized for mobile devices like iPhone and Android.
You can even integrate advanced controls such as drop-down menus, color-coded button groups, and GPS stamps at the touch of a button. The fact that it also lets you pick the data input method that’s native to the end user’s mobile device is a definite plus.
Whether you’re looking to streamline complex forms, reduce repetitive work, or build forms with consistent structures, ProntoForms comes with powerful features that let users create reusable templates. Any edits you make on the main form will be mirrored across all the derivatives in an instant.
The app has the uncanny ability to integrate mobile forms with virtually any business or cloud application. It consolidates data collected by field teams and delivers it seamlessly to the office workers in real-time. Its powerful integration tools also let you embed cloud or office-hosted data within the form.
We’re talking ERP and CRM data, pricing tables, inventory, reference materials, you name it. The app offers dozens of low-code, easy-to-use integrations all available at no extra fee.
Although the app doesn’t come with any native eSigning capability, users have the option of deploying eSignature integrations from third-party providers like PandaDoc, HelloSign, and Adobe Sign.
While we generally prefer online form tools that come with built-in eSigning capabilities, ProntoForms does support eSignature integrations, which is certainly better than nothing.
The app offers flexible form workflows that allow you to assign new tasks to your team and hand-off on-going work for better management of complex jobs that may require 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, per month. The Enterprise plan, on the other hand, hosts an unlimited number. A quote for this tier is available on demand.
Pros: Users like how easy it 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 it in the field. For example, the app tends to freeze-up when a call comes in. Additionally, no functionality allows users to search by the reference number in the data and analytics section of the form submission. We didn’t find any payment processing capability either.
2. Forms on Fire
Following in close behind is Forms on Fire. While the company touts itself as the “…best platform for mobile forms…,” we would say they are among the best, so no lies detected there – technically. One of its most outstanding features is how intuitive it is. The interface uses familiar, mobile-oriented actions like scrolling, swiping, and even taping to capture data quickly.
Forms on Fire takes a slightly different approach from conventional form builders. Aside from the usual drag-and-drop form designer we’ve come to expect in all data collection apps, it also allows users to use Microsoft Word and Excel to craft fully-customizable designs that match their brand.
The best part is – you don’t need to write a single line of code. What you see is what you get.
The app comes 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 as need-be, and instantly deploy it out in the field.
An app is only as good as its ability to work with other systems and third-party applications. Forms on Fire offers one of the easiest ways to connect and access the data you collect on the app through 2,000+ integrations and the platform’s Open Rest API.
While the software does offer signature capture capability, it is not entirely clear whether it uses public-key cryptography to make it legally-binding and secure.
Nonetheless, you have the option of integrating a credible third-party eSignature solution within the app. PandaDoc would be an excellent option to consider.
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, per month.
Pros: Users like that it is easy to use and the support team is pretty responsive. The affordable price-point is a bonus as well.
Cons: The initial setup can be a little overwhelming especially for people who are a little tech-challenged. The learning curve could use a little improvement. Once you get the hang of it, it’s smooth sailing from there.
PandaDoc is a relatively new entrant to the data capture space but is quickly becoming a force to reckon with. The form builder software is well-thought-out with powerful features designed to increase productivity, get higher completion rates, and configure workflows in the shortest time possible.
Every aspect of the app has been designed to maximize efficiency and increase development capacity. It’s more than just a data capture tool.
It is the premier solution in document automation. It works alongside proposal, contract, and quotes creation, and no coding ability is required to embed or share your forms.
PandaDoc comes with a powerful form builder that’s remarkably intuitive and easy to use. Users especially like how well it adapts to mobile viewing regardless of the device your field executives and respondents are using.
If you would rather not build a form from scratch, 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 a template of your own. That way, you eliminate repetitive tasks and reduce human error, so you can focus on the things that matter.
The software supports thousands of integrations through Zapier. Users can connect PandaDoc Forms to virtually any ERP, CRM, office-based, or cloud-based application with no glitches. Some popular Zapier integrations include Hubspot, MailChimp, Dropbox, Google Drive, Google Docs, and lots more.
We especially like the fact that the app also integrates with popular payment gateways like Stripe, PayPal, and Square, to allow you to process payments at the touch of a button. That’s a feature we haven’t come across with many other form providers on the market.
PandaDoc Forms comes with native eSignature capability allowing users to capture data and collect legally-binding signatures at the same time. The app streamlines every stage of your document workflow from the form creation phase right up to completion. PandaDoc eSignatures are UETA and ESign compliant.
The app simplifies data collection through its powerful and dynamic workflow feature. Field and in-office teams can collaborate to capture data, digitally sign documents, and collect private and even sensitive information from customers and stakeholders. Moreover, it allows users to petition signers, specify the signing order, and collect payments all at a go.
PandaDoc Forms provides real-time email notifications, so you know exactly who viewed and edited a form. We especially like the bulk-send feature that 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: The Forms feature is available on the Business and Enterprise plans. Prices start at $49 per user, per month.
Pros: Users like the intuitive drag-and-drop form builder which requires no coding experience to use it. They also like how well it streamlines every aspect of the workflow from document creation, e-Signature capture, signing order specification, right up to payment collection.
Cons: The Forms feature is not available on the lower tier plans.
4. Fulcrum App
Fulcrum App is yet another top contender. This no-coding, SaaS platform, effortlessly streamlines mobile data capture, provides in-depth data-driven insights, and automates the end-to-end data collection process.
It is 100% paperless and relies on Android and iOS apps to allow the mobile workforce to collect detailed, location-based data with minimal online and offline transcription errors.
Fulcrum App takes a different approach compared to other form builders we’ve encountered. Rather than build a basic form for data collection, the platform allows users to create “Apps.” An “App,” in this context, refers to a dynamic and customizable group of attributes made up of various data types. These may include numbers, text, dates, lists, settings, photos, etc.
These apps don’t just collect data they also function as databases to store everything a user captures when they’re out in the field. Apps can be created from scratch or using any of the existing templates in the App gallery.
Fulcrum App has a dynamic App gallery with dozens of pre-built templates you can customize to meet your data collection needs. Each template can be modified using the intuitive App Designer.
It comes with 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 lots more.
Fulcrum App has partnered with Zapier to allow the data collection app to communicate seamlessly with 1,000+ third-party apps. It lets you integrate it with your organization’s ERP, as well as popular CRMs, cloud-based databases, social media platforms, marketing apps, email and scheduling systems, and lots more. Fulcrum App relies on webhooks to make these integrations possible.
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.
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, per month respectively. The Enterprise tier pricing is available on demand.
Pros: Its clean and crisp UI/UX makes it easy to use. Its report export function is also a nice touch.
Cons: It lacks some advanced features like sliders, matrix tables, and heat maps. Users also report that they cannot edit or adjust the field data form.
FormAssembly is a highly-versatile, mobile-responsive, data collection tool that comes with loads of built-in, smart features designed to automate data capture and streamline workflows.
Its most outstanding feature is no-doubt its native Salesforce integration that allows users to create Salesforce forms, import and export data to and from Salesforce, prefill forms, and even post to Salesforce Chatter.
FormAssembly comes with a dynamic, drag-and-drop form builder that allows users to easily add and reposition form fields. The forms are fully customizable using 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.
Some of the available templates include an Authorize Payment form, Event Registration form, a Contact form, Salesforce Web-to-Lead form, and lots more.
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, WordPress, MailChimp, Evernote, and lots more.
It even supports integrations for payment collection through Stripe, PayPal, Authorize.Net, and iATS Payments.
Users on the app’s Premier and Enterprise plans can enable the collection of eSignatures on their forms. It not only works for respondent authentication but also allows you to match responses with their respective respondents. FormAssembly digital signatures are UETA and E-Sign compliant making them legally-enforceable.
FormAssembly’s smart workflow lets users determine the order in which forms need to be filled out, and even transfers data between forms. It allows you to 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, per month respectively. The pricing for the Enterprise Cloud and Compliance Cloud tiers are available on demand.
Pros: Users like the native Salesforce integration, in addition to the several others it comes with. The easy-to-use form builder and rich form template library are a definite bonus as well.
Cons: Some people report experiencing glitches when trying to sync the app with their email clients. It is also a little pricey compared to the other options we’ve explored.
Wufoo lets you create dynamic mobile forms that can be filled out by your recipients on any device. It also allows users to keep track of all entries and check results in real-time from wherever they may be.
Compared to some of its alternatives, It is ideal for field employees collecting relevant data, tracking the number of event attendees, getting feedback from your customers, and just about anyone else you can think of.
Wufoo has an easy-to-use form builder with versatile drag-and-drop capability. It lets you design forms from scratch without having to write a single line of code.
For users who would rather skip over the whole design-forms-from-scratch phase, Wufoo has dozens of ready-to-go themes you can use. Alternatively, you can design a template and add it to your library. They are all customizable thanks to the theme designer, so you can add your logo, font, and brand elements to make it stand out.
The app comes with several native and Zapier 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 lots more.
While the app doesn’t come with any native eSigning capability, it does allow users to integrate it with their DocuSign account to capture digital signatures. This is a useful function to have when a more formal and legally-binding eSignature is required.
Users can automate workflows using any of the available integrations that come with Wufoo. That way, you can transfer data from the app 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, per month respectively. There’s also a free tier 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 as well.
Cons: Some 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 as well. Uploading data can take a while to complete.
Go beyond HelloWorks alternatives with PandaDoc
When choosing a data collection tool designed for the field workforce or remote customers, you need to think about its mobile responsiveness. It should be able to adapt to any device and OS without the user having to pinch and zoom the screen to resize the form. Besides, chances are, most of your customers will be viewing the form through their mobile devices.
PandaDoc may be a relative newcomer, but it certainly deserves a spot in the top three HelloWorks alternatives. It goes a step beyond mere data collection to offer users end-to-end document management, which makes it a winner in our books.
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.