---
title: "Formation Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Formation Software - reviews, pricing plans, popular comparisons to other Electronic Data Capture products and more."
source_url: "https://www.capterra.com/p/150506/Formation/"
page_type: "product"
language: "en"
---

# 

 Formation Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Formation

## What is Formation?

Formation is a mobile form software for iOS & Android to improve data collection, reduce errors and improve efficiency in any business. Formation can be used in the field without an Internet Connection so that data can be collected efficiently, securely and accurately on a mobile device. It is ideal for businesses who employ a large mobile or field based workforce with a requirement for on site data collection. Formation is able to easily integrate with your existing back office systems.

## What is Formation used for?

[Electronic Data Capture](https://www.capterra.com/electronic-data-capture-software/)

Top alternative

Featured

Overall rating

Based on 5 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£6000

Per User, One Time

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Formation

5.0 (5)

VS.

[4.7 (204)](https://www.capterra.com/p/143532/Castor-EDC/reviews/)

Starting Price

£6000

Per User, One Time

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (5)

Ease Of Use

4.7 (88)

Value For Money

5.0 (3)

Value For Money

4.6 (78)

Customer Service

5.0 (5)

Customer Service

4.7 (86)

## Formation alternatives

[4.5 (103)](https://www.capterra.com/p/144453/FormAssembly/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Greenlight Guru Clinical](https://www.capterra.com/p/152998/Greenlight-Guru-Clinical/)

[4.4 (88)](https://www.capterra.com/p/152998/Greenlight-Guru-Clinical/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/152998/Greenlight-Guru-Clinical/)

Highest Rated

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

[4.7 (2,926)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/158456/JotForm-4-0/)

[Viedoc](https://www.capterra.com/p/160680/Viedoc/)

[4.4 (95)](https://www.capterra.com/p/160680/Viedoc/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160680/Viedoc/)

[View all alternatives](https://www.capterra.com/p/150506/Formation/alternatives/)

## FAQs about Formation

Overview

### What company size and specific industries is Formation built for?

Formation is designed for companies of any size that employ a mobile workforce and need to collect data in the field. It is best suited to field service, inspection, delivery, construction, utilities, and other operations where workers gather information away from the office.

Features and Usability

### What are the key features of Formation?

Formation offers audit trail, data capture and transfer, forms management, and remote data capture as its core features. These capabilities support recording activity, collecting information through forms, moving data between systems, and capturing data from remote locations.

Getting Started and Support

### What training and onboarding options does Formation offer?

Formation provides in-person training, webinars, and documentation. In-person training supports direct, guided instruction, webinars offer live online learning sessions, and documentation gives teams written reference material for reviewing features and setup steps as needed.

## Features

AI summary

Based on 695 Electronic Data Capture reviews

Capterra reviewers highlight these features as the top priorities when selecting electronic data capture software:

-   **Customizable Forms** (**60%** of reviewers rated this feature as critical)
-   **Data Capture and Transfer** (**58%**)
-   **Customizable Fields** (**51%**)

Formation supports **Data Capture and Transfer**. However, it does not include **Customizable Forms** or **Customizable Fields**. Instead, it offers **Audit Trail** (**49%**), which is another feature reviewers see as important. This gives teams a clear record of data changes and activity history, helping businesses maintain oversight, improve accountability, and manage data handling with more confidence.

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Forms Management

Store, manage and track all forms in a centralized location

Remote Data Capture

Capture data electronically

Formation 4 features

### All Features
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Forms Management: Store, manage and track all forms in a centralized location
- Remote Data Capture: Capture data electronically

---

Features

5.0 (3)

5.0

Based on 3 reviews

## Pricing

Value for money

5.0 (3)

Basic

£6,000

Per User,One Time

Value for money

5.0 (3)

5.0

Based on 3 reviews

## Support, customer service and training options

Customer Service

5.0 (5)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (5)

5.0

Based on 5 reviews

## User reviews

Overall rating

5.0

Based on 5 reviews

Filter by rating

5(5)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MF

Mick F.

### "Company enhancing Software "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

November 8, 2016

since we have taken on Formation its helped all aspects of our business, from planning/quotations on site, to processing the correct information which results in accurate speedy installations by the engineers and productive invoicing. All from one clear central location, which has less obstacles that previous methods.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JP

John P.

Sales Manager

Telecommunications

### "Formation Software - CNS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 10, 2016

Formation has brought a huge convenience and efficiency to CNS operations. We have been able to reduce our management overheads by employing a digital solutions rather than a paper based solution. In addition, Formation Software brings all our customer data back into a central repository. This allows CNS to create and analyse meaningful statistics relating to the productivity of our field based engineers.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MF

Matthew F.

Project Director

Information Technology and Services

### "Formation Software - DIS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 10, 2016

DIS chose to implement the Professional version of Formation Software. Initially, it was used by Technical Consultants to improve the processing of Technical Site Surveys. Subsequently, Formation has been rolled out to the other areas of the business. Utilising the power and flexibility of Formation Software, DIS achieved a return on their investment within a matter of months. The levels of savings generated for DIS has been demonstrated as Formation has been deployed into other areas of the business. Following the success of our initial pilot, Formation Software is now also being used by DIS engineers. Lead Engineers can now access site plans and photos on a tablet, which puts the information they need for each job at their fingertips. It allows them to take photographs on device as proof that procedures have been followed correctly. The e-signature tool is a fantastic benefit to enable customer consent to be gathered on device. Completed jobs are passed instantly to the back office system so that DIS accounts team can process the data much more quickly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JB

Jim B.

Director

### "Reduction in admin days has led to a more streamline approach."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

June 7, 2016

Formation has reduced the amount of admin time required by approx 3 hours per survey submitted. On this basis the pay back period is anticipated to be around 6 weeks! A very good investment. We are now rolling it out to other departments to simplify the expenses and mileages claims of our remote workers.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

NT

Nigel T.

Formation Reseller

### "Very impressed - I became a Formation reseller too!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

May 26, 2016

I originally signed up as a Formation client to implement digital data collection in my own organisation. It soon became clear to me that Formation Software would be a great asset to some of my other clients. I decided to become a reseller and am now successfully selling Formation Software into the IT sector.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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