Best Forms Automation Software for Mid Size Business - Page 10

Clevy streamlines internal processes and inquiries, allowing you to concentrate on your most valuable asset: your employees. Experience the ultimate solution for enhancing employee engagement, as it serves as the all-in-one platform you require. By centralizing and managing all employee requests, you can boost the productivity of your HR and support teams significantly. Implement a robust AI knowledge base that empowers employees to swiftly resolve their own issues. With Clevy's no-code form builder, you can efficiently gather employee data and seamlessly integrate it with your organization's entire application ecosystem to optimize business workflows. Organize all employee inquiries in a single location, monitor queries for prompt responses, and save time using AI-generated draft answers. Offer immediate assistance at any hour through an AI-driven portal that minimizes repetitive questions directed at internal support teams by 80%. Moreover, the platform integrates effortlessly with all third-party software utilized by the company, ensuring a smooth flow of information within your organization's application landscape, particularly tailored for small to medium-sized businesses. This innovative approach not only enhances communication but also fosters a more engaged and productive workforce.

Visitrack ensures that your field employees fill out their mobile forms with precision each time. This innovative platform enables you to transform any paper form into a digital version in just a few minutes. With VisiTrack, job scheduling and dispatching can be accomplished in mere seconds, streamlining your operations significantly. The system provides you with real-time updates on the data gathered by your field teams. You can design a form from the ground up using VisiTrack's user-friendly form designer, or you can choose from a selection of pre-existing forms in our extensive library. Additionally, these pre-built forms can be tailored to meet your specific requirements. You maintain control over which forms are accessible to various employees, ensuring that each user has access only to the forms assigned to them through a secure username and password. When users select the appropriate form for their tasks and complete it, your workforce can submit their entries quickly and accurately. As your field employees begin to submit forms on their devices, you will receive their responses in real-time, enhancing communication and efficiency throughout your organization. This comprehensive approach to form management makes VisiTrack an invaluable tool for any business looking to optimize field operations.

For over two decades, FormMail has been effectively managing and transmitting the outcomes of web forms via email. Since its inception in 1997, the software has amassed over three million downloads and continues to be available at no cost. However, many prospective users find themselves without the necessary technical skills to operate CGI scripts, or they prefer to avoid the complexities of installation and setup. To successfully forward form results to a designated recipient, their email address must be included in your approved plan, providing an additional layer of security by requiring authorization for new recipients. This process ensures that both the sender and recipient are verified for safety, allowing for a secure exchange of information. Furthermore, you have the flexibility to send a single response to multiple approved email addresses simultaneously, enhancing the usability of this tool.

The mobile forms software is loved by busy AF technicians. View your submitted forms as a proportional block widget Click on the form type to drill down and view key performance indicators. Drill down for a filtered grid view with customized columns Print to PDF Export all collected information to Excel Receive emails automatically Our RESTful API allows you to integrate with other software. Create and edit your own forms with our easy-to-use tool. Drag and drop interface Excel-like table grids that are fully controllable Calculated fields Clonable sections, forms, and field controls Automatic form version control

FSM Lite, a forms-based task management software, allows you to manage your data effectively, create and share forms and schedule, assign, and track tasks. FSM Lite allows you to enter the cutting edge world of advanced flow management solutions. This allows you to focus your efforts on growing your business.

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

An accessible platform that allows you to effortlessly design forms tailored for your business needs. You can choose whether to let everyone or just your team fill out these forms, and your coworkers can have the ability to modify and access the responses. The tool enables you to incorporate various types of questions, including open-ended, yes/no, and multiple-choice formats, as well as rating scales and a list of your organization’s members, among other features. Additionally, you can make specific answers mandatory, and control the visibility of certain questions based on prior responses from users. Sharing is simple, with options to embed the form in your website, promote it on social media, or distribute a link through email or messaging platforms. You can also establish a connection with Yandex Tracker, allowing each response to create a task effortlessly, which streamlines the process of collecting and managing tickets and error reports. Responses can be viewed directly in the platform and exported in multiple formats including XLSX, CSV, and JSON, or sent via email, or saved to a Yandex Wiki page for easy access. Furthermore, you can gather support tickets using Yandex Forms, and seamlessly transfer them to Yandex Tracker or another system through available integrations, enhancing your workflow efficiency. This service not only simplifies form creation but also optimizes response management and collaboration within your organization.

Tap Forms is a multifunctional personal database app developed for macOS, iOS, and iPadOS, which helps users effectively organize and handle a wide array of information. It offers customizable forms to accommodate various types of data, such as contacts, inventory lists, and project details. For those with advanced skills, the application supports scripting via JavaScript, allowing for task automation and the creation of sophisticated data interactions. Moreover, Tap Forms includes features like document storage, the ability to attach photos, and seamless integration with cloud services, which ensures that data remains accessible and synchronized across multiple devices. Its intuitive interface combined with powerful features makes it an indispensable resource for managing both personal and professional information efficiently. With its extensive capabilities, Tap Forms caters to a diverse range of organizational needs, making it an ideal choice for users from different backgrounds.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

Leapwork is the world's most accessible platform for automation. Leapwork is a visual, no code approach that makes it easy for IT and business users to automate repetitive tasks. This allows enterprises to adopt automation faster and scale it up more quickly. More than 400 global companies use Leapwork across all industries, including banks, insurance companies, life science, government, and aerospace. NASA, PayPal and Daimler are just a few of the clients. The company has offices in Europe, America, and Asia. It is headquartered in Copenhagen.

Flowingly, a cloud-based Business Process Automation software (BPA), is designed to free enterprises from the constraints of manual business processes and paper-based systems. Flowingly allows users to easily design and run their process, then report on it and make improvements. The process can include admin, human resource tasks, finance, operations, product design, customer support, and experience.

Simpro is a leader in operations management solutions for service, maintenance, and project contractors. Connect the office to your field, provide exceptional customer service, and gain valuable insights with automated processes and streamlined workflows.

Dokmee Capture Scanning Solution is a document capture platform that allows users to improve business processes without any limitations or per-click charges. Dokmee Capture features offer unlimited scanning, automated data capture, auditing, and reporting tools. Dokmee Capture includes the Magic Index module, which provides users with an easier way to index.

Revamp the way your organization handles forms, checklists, and documents with Easy Smart Forms. This user-friendly app enables your employees to fill out site paperwork digitally and on the move via iOS and Android devices. When staff access forms, many fields can be automatically populated using data from an enterprise contract management system. EasySmartForms transcends typical form-building software; it serves as your primary database, contract management system, HR management center, compliance monitoring tool, and much more. Recognized as the leading contract management software, it encompasses all the functionalities necessary for effective management of construction projects and contract administration. This modular enterprise software solution addresses various business management needs and is offered through an annual subscription model. Each user must obtain a license, which remains valid for a full year, ensuring seamless access to all features. By integrating EasySmartForms into your operations, you can streamline processes and enhance efficiency across your organization.

Streamline the integration, payment processes, and management of intricate business workflows through a single, highly tailored web form. This approach enhances the experience for students, educators, and the entire school district by utilizing web-based forms that are accessible from anywhere at any time. Keep track of inventory, oversee deliveries, and manage orders with online efficiency. Additionally, integrate with third-party applications to maximize productivity and ensure a seamless customer journey. By minimizing administrative burdens, organizations can concentrate more on their missions and initiatives. Utilize improved tools for engaging with members and supporters, enabling collaborative efforts toward shared objectives. Effectively oversee remote teams and collaborate on tasks ranging from routine activities to significant projects. Embed forms to facilitate swift and convenient business transactions, while also allowing for the setup of recurring subscriptions, displaying pricing options, and accepting various international currencies, ensuring comprehensive support for all users. By adopting these strategies, organizations can foster a more connected and efficient working environment, enhancing overall operational effectiveness.

The installation and usage rates of Progressive Apps significantly surpass those of traditional native mobile applications. By offering a single source for web and installable apps across various screens and operating systems, total costs are considerably reduced. Users benefit from one-touch launching, installation, and authentication across different screen sizes and operating systems. These applications require minimal maintenance—they occupy little storage space on devices, function offline, and do not necessitate updates or app store interactions. With a focus on visual no-code or low-code development, resources are directed toward productive work rather than administrative tasks. They are designed for seamless rollouts and integrations, available as SaaS solutions or hosted on private clouds. One-touch functionality is reiterated, ensuring easy access across diverse platforms, including web, iOS, Android, social media, messengers, SMS, email, and push notifications. This innovative approach ensures that applications are efficient, user-friendly, and adaptable, making them an ideal choice for modern digital needs.

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

Inspect Point empowers you to conduct more inspections, secure additional contracts, and elevate your inspection business to unprecedented levels. Say goodbye to traditional pen and paper methods! The application features integrated NFPA forms that streamline your workflow while ensuring adherence to the latest NFPA inspection standards. It is designed with optimization for various NFPA codes including 10, 13, 20, 25, 72, and 80, among others! You can deliver customized inspection reports to your clients, log any deficiencies, arrange follow-up appointments, and more. Inspect Point equips you with essential tools to expand your inspection operations. At the touch of a button, you can quickly create professionally branded inspection reports that incorporate your company's contact details and logo, as well as the pertinent information of the inspected property. This seamless approach not only eliminates the hassle of paperwork and redundant tasks but also enhances your chances of receiving payments more promptly by expediting the delivery of final inspection reports. Additionally, the user-friendly design of Inspect Point ensures that you can focus more on your core business activities, ultimately leading to higher productivity and success.

Why confine yourself to a restricted number of fields or entries in a form? Our distinctive feature allows you to add or remove fields at any time without the risk of losing any data. You have the flexibility to utilize forms internally or from various sources, and whenever you need, you can deploy them on your website or in emails for others to fill out. Additionally, if you wish to receive notifications when a form is completed, we understand that it can be challenging to locate a specific entry from the accumulated data over time. To address this, any field included in a form can be easily filtered for better organization. Moreover, fields can be made mandatory, ensuring that users provide necessary information. If a user fails to fill in a required field, a customizable error message will be displayed, guiding them to complete the form correctly. This adaptability ensures a smooth data collection process, enhancing user experience and data management.

The Viasoft PublicForms™ solution streamlines the process of handling forms by eliminating the need for PDFs and physical paper, offering a more efficient alternative for accepting, processing, and accessing completed documents. It empowers clients to fill out, sign, and submit forms online from anywhere at any time. Users can input their details, sign the necessary documents, and make payments, while PublicForms™ automatically checks, organizes, and directs the form to its intended location for convenient retrieval. This platform not only allows you to digitize all your forms for easy public access but also transforms the conventional method of form management into a more contemporary and effective system. PublicForms™ effectively handles applicant submissions by automatically sorting and routing them based on established criteria or conditional logic, ensuring a seamless experience for both the submitters and the administrators involved. In this way, Viasoft PublicForms™ enhances the overall efficiency and accessibility of form management.

Managing backend form submissions shouldn't be a complex task. Getform allows seamless integration of your HTML forms with leading development frameworks, JAMStack, no-code solutions, and various CMS platforms. With Getform, you can create workflows that utilize your submission data effectively. This includes features like triggering autoresponse emails, sending Webhook requests, implementing spam filters, and more through automated actions. Additionally, the Getform dashboard provides options to display your data in both Table and Smart view formats, while also enabling you to track the logs of your form endpoint and construct automated workflows effortlessly. Overall, Getform streamlines the process of managing and utilizing form data to enhance your project's efficiency.

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

Dynamic Forms allows non-technical users to quickly take any paper-based form, and quickly create a sophisticated interactive electronic form that can then be published to your SIS portal. This state-of-the-art esign/workflow solution lets you focus on your students and not manually moving documents. Over the past 12 year, we have processed more than 21 million higher education electronic form for all sizes and types of colleges. Our clients can save money and get more done quickly with our extensive form libraries and integration expertise. Users don't have to work long hours to complete required forms. This includes forms that require multiple electronic signatures, complex workflows, and/or payments. Users who are not technical can create, customize and publish professional-looking forms with minimal programming knowledge.

Standard operating procedures serve as the backbone for any business aiming for growth, as their absence can hinder consistent advancement. Autopilot facilitates the automation of these essential procedures, tackling the frequent challenges that organizations encounter when implementing processes. Through the use of validated electronic forms and pre-configured workflows, it guarantees that tasks are executed uniformly, irrespective of who is handling them. Additionally, a thorough audit trail of actions taken ensures accountability across the board, allowing everyone to be responsible for their contributions. When employees leave, Autopilot provides operational continuity and serves as an effective training resource for onboarding new team members. With built-in guidance for each stage of the process, new staff are supported throughout their learning journey, enhancing their understanding of the business's procedures. This makes it easier to maintain standards and efficiency, ultimately contributing to the overall success of the organization.

We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.