About PanaForma

PanaForma is a Windows app for capturing data repeatedly from PDFs that follow a consistent format. Examples include invoices, sales orders, receipts, expense reports, and surveys but it can be used with any type of document.

With PanaForma, teams can create a data capture template for a document format, and then with a couple of clicks, apply that template to as many PDFs as needed. Managers can define an invoice template for a supplier using the January invoice, and then instantly capture the same data from their invoices for February, March, April, May, and more.

Once the required data has been captured, operators can export it to an Excel file, or to a CSV file, or copy it to the clipboard to paste into another Windows application.

Pricing starting from:

US$27.99/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of PanaForma

  • Quickly capture data from PDF files that share a consistent format. Eliminate the drudgework of copying and pasting every single value, or worse, re-typing them!

  • Flexible data capture - manual changes are allowed on every file where needed

  • Export captured data to the world's favorite tabular data file formats - Excel and CSV

  • Copy data directly to the clipboard to use it in any Windows application that supports pasting

  • PanaForma is not a Cloud service or SaaS app. It is a Windows application that runs on PC only

  • With PanaForma, files and data never leave the system.
  • Business size

    S M L

    Deployment

    Not provided by vendor

    Markets

    Andorra, United Arab Emirates, Afghanistan, Antigua & Barbuda, Anguilla, Albania, Armenia, Angola, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Burkina Faso, Bulgaria, Bahrain, Burundi, Benin, Bermuda, Brunei, Bolivia, Brazil, Bahamas, Bhutan, Botswana, Belarus, Belize, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, China, Colombia, Costa Rica, Cuba, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Dominica, Dominican Republic, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, Grenada, Georgia, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Guadeloupe, Equatorial Guinea, Greece, Guatemala, Guam, Guinea-Bissau, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, Isle of Man, India, Iraq, Iran, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kenya, Kyrgyzstan, Cambodia, Kiribati, Comoros, St. Kitts & Nevis, South Korea, Kuwait, Cayman Islands, Kazakhstan, Laos, Lebanon, St. Lucia, Liechtenstein, Sri Lanka, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, St. Martin, Madagascar, Marshall Islands, North Macedonia, Mali, Myanmar (Burma), Mongolia, Macao SAR China, Northern Mariana Islands, Martinique, Mauritania, Montserrat, Malta, Mauritius, Maldives, Malawi, Mexico, Malaysia, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Nicaragua, Netherlands, Norway, Nepal, Nauru, New Zealand, Oman, Panama, Peru, French Polynesia, Papua New Guinea, Philippines, Pakistan, Poland, St. Pierre & Miquelon, Puerto Rico, Palestinian Territories, Portugal, Palau, Paraguay, Qatar, Réunion, Romania, Serbia, Russia, Rwanda, Saudi Arabia, Solomon Islands, Seychelles, Sudan, Sweden, Singapore, St. Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, El Salvador, Syria, Eswatini, Turks & Caicos Islands, Chad, Togo, Thailand, Tajikistan, Timor-Leste, Turkmenistan, Tunisia, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Taiwan, Tanzania, Ukraine, Uganda, United States, Uruguay, Uzbekistan, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen, Mayotte, South Africa, Zambia, Zimbabwe

    Supported Languages

    English

    Pricing starting from:

    US$27.99/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    PanaForma Software - Quickly capture data from PDF files that share a consistent format. Eliminate the drudgework of copying-and-pasting every single value, or worse - re-typing them!
    PanaForma Software - Review and bulk edit all captured data before export to Excel, CSV, or the clipboard
    PanaForma Software - Easily export your choice of captured data rows and columns to Excel or CSV
    PanaForma Software - Mark old folders, forms, templates and fields as archived to easily filter their data out of reviews and exports
    View 6 more
    PanaForma video
    PanaForma video
    PanaForma Software - Quickly capture data from PDF files that share a consistent format. Eliminate the drudgework of copying-and-pasting every single value, or worse - re-typing them!
    PanaForma Software - Review and bulk edit all captured data before export to Excel, CSV, or the clipboard
    PanaForma Software - Easily export your choice of captured data rows and columns to Excel or CSV
    PanaForma Software - Mark old folders, forms, templates and fields as archived to easily filter their data out of reviews and exports

    Features

    Total features of PanaForma: 13

    • Auto Extraction
    • Customisable Templates
    • Customizable Fields
    • Data Capture and Transfer
    • Data Extraction
    • Data Import/Export
    • Data Storage Management
    • Document Extraction
    • Metadata Management
    • Multiple Data Sources
    • Multiple Output Formats
    • Optical Character Recognition
    • Text Extraction

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    PanaForma FAQs

    Below are some frequently asked questions for PanaForma.

    PanaForma offers the following pricing plans:

    • Starting from: US$27.99/month
    • Pricing model: Subscription
    • Free Trial: Available

    Note that PanaForma requires a subscription to enable exporting of captured data. We offer a one-month free trial subscription to new users. If you decide to cancel your subscription during the free trial period, you will not be charged. A subscription is charged month-to-month, with no long-term commitment required. You can cancel your subscription at any time. Without a subscription, you can still install and try out PanaForma - all features except data export are enabled.

    PanaForma has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200

    PanaForma supports the following languages:

    English

    PanaForma supports the following devices:

    PanaForma integrates with the following applications:

    Windows 10, Windows 11

    PanaForma offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base

    Related categories

    See all software categories found for PanaForma.