UnForm

UnForm

Synergetic Data Systems, Inc.
+
+
Visit Website

About

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. With our no-code development platform, you can: • Build & deploy web apps, web forms and reports • Automate simple or complex workflows • Send automated notifications and escalations • Create impressive drill down reports with data grids, graphs, & charts • Get full visibility to your workflow processes • Integrate with LDAP, databases and other 3rd party apps • Host in the Cloud or on your servers

About

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Subject matter experts across departments including human resources, finance, marketing, sales, operations, IT, and customer support.

Audience

Companies of all sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Pricing starts at $500 per month & billed annually for 6 licenses
Free Version Not Supported
Free Trial Supported

Pricing

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.2 / 5
support 4.2 / 5

Pros & Cons from Real Users

Pros

  • Effortless to create forms for subscription and contact info forms. Attractive and mobile-friendly. Centralized form data for easy analysis. Easy integrations with email marketing platforms.
  • Form automation. Reporting and data collection features. Great tutorial videos. Affordable plans and 30-day free trial. Responsive helpdesk.
  • Easy to design forms and workflow application. No programming required, just some drag and drop and you are done. Many design available which helps to match your requirement. Clean and simple user interface.
  • PerfectForms has been crucial for our business. It makes building out forms for our data collection processes a breeze. Definitely one of the best forms automation solutions out there right now.

Cons

  • I never encountered any problem with this platform.
  • Forms are not responsive. Steep learning curve for beginners.
  • Honestly I didn't find any cons. It easily gets your job done.
  • Can have a bit of a learning curve but not too bad compared to other similar solutions. Small price to pay for the vast capabilities of PerfectForms.

Pros from Real Users

Pros

  • End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it.
  • Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes.
  • Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too.
  • I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving.
  • Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version.
  • Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

PerfectApps
Founded: 2008
United States
www.perfectapps.com

Company Information

Synergetic Data Systems, Inc.
Founded: 1988
United States
www.unform.com

Alternatives

Alternatives

MarkMagic

MarkMagic

CYBRA Corporation
DocFlow

DocFlow

Obiyen
altaFlow

altaFlow

airSlate
altaFlow

altaFlow

airSlate
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Categories

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Not Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Not Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

No-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Not Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Archiving Features

Access Control Supported
Data Deduplication Supported
Document Management Supported
eDiscovery Not Supported
Email Archiving Supported
Multimedia Archiving Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Supported

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Supported
Image Extraction Supported
IP Address Extraction Supported
Phone Number Extraction Supported
Pricing Extraction Supported
Web Data Extraction Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Not Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Not Supported
Workflow / Approval Process Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Not Supported
Compliance Management Not Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Not Supported
Version Control Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Not Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Not Supported
Revision History Not Supported
Version Comparison Not Supported
Version Rollback Not Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Not Supported
Document Management Supported
Electronic Signature Supported
Information Governance Not Supported
Mobile Access Supported
Search Supported
Version Control Not Supported
Workflow Management Supported

Print Management Features

Cost Tracking Supported
Device Status Monitoring Supported
Environmental Metrics Supported
Guest Printing Supported
Mobile Printing Supported
Multi-Printer Support Supported
Multiple Authentication Methods Supported
Print Billing Supported
Print Job Deletion Supported
Print Job Routing Supported
Print Quotas / Limits Supported
Remote Printing Supported
Reporting / Analytics Supported
Secure Print Job Release Supported

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Supported
Code-free Development Not Supported
Image Recognition Supported
Optical Character Recognition Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Supported

Integrations

Acumatica Cloud ERP Not Supported
AddonSoftware Not Supported
Adobe Acrobat Sign Supported
Copper Supported
Docusign Supported
Dropbox Sign Supported
FreshBooks Supported
Google Supported
Infor CloudSuite Distribution Not Supported
Infor VISUAL Not Supported
Instagram Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
QAD Adaptive ERP Not Supported
Smartsheet Supported
Stripe Supported
Zendesk Supported
airSlate SignNow Supported

Integrations

Acumatica Cloud ERP Supported
AddonSoftware Supported
Adobe Acrobat Sign Not Supported
Copper Not Supported
Docusign Not Supported
Dropbox Sign Not Supported
FreshBooks Not Supported
Google Not Supported
Infor CloudSuite Distribution Supported
Infor VISUAL Supported
Instagram Not Supported
LinkedIn Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
QAD Adaptive ERP Supported
Smartsheet Not Supported
Stripe Not Supported
Zendesk Not Supported
airSlate SignNow Not Supported
Claim PerfectApps and update features and information
Claim PerfectApps and update features and information