Best Forms Automation Software for Nonprofit - Page 7

Formworks is a self service application builder and workflow system that allows for process automation. You can create custom mobile and web apps that can link to multiple data sources, including SQL environments, CRM and ERP, as well as third-party software solutions. We work with a variety of verticals, including global construction companies and financial services as well as SMEs. Our solution is not limited to one sector, process, or business function. It also offers huge cost savings. Formworks improves the working conditions of staff, reduces operational headcount, and provides clean data for business intelligence.

Streamlined paperless forms and patient check-in for Cliniko. Are you utilizing Cliniko but feeling let down by other options while trying to go paperless? Looking for an efficient way for patients to handle their own check-in? Do you want a solution that functions flawlessly and maintains a professional appearance? Look no further. When patients come for their appointments, they can easily check in using an iPad at reception and complete any outstanding forms. Additionally, you can send out links to your forms ahead of their appointments, allowing them to fill everything out from the comfort of their home or while they’re out and about. Upon completion of a form in the iPad application, the patient will be checked in, their record will be updated, a signed PDF will be stored in their files, and optionally a treatment note can be generated. This system is designed to be flexible, accommodating both in-clinic check-ins via our dedicated iPad app and remote completion on various devices such as Macs, PCs, or mobile phones. Plus, converting your existing forms into our format is simple with our specially designed editor, ensuring a smooth transition to paperless operations. Ultimately, this solution enhances the patient experience while optimizing clinic efficiency.

Initiate any data collection initiative by crafting personalized forms for iPhone or iPad that can be easily shared with others. The information will be securely saved in the cloud, allowing for convenient access from any location. Encourage participation by rewarding individuals who offer their feedback. Develop a straightforward, quick-response survey on your iPhone or iPad that funnels all responses directly to you. Implement cloud-based incentives to maintain ongoing engagement from participants. Discover current trends and popular topics by creating a rapid poll on your iPhone or iPad that invites your friends to contribute their opinions. With real-time statistics displayed, this tool becomes a potent asset for social media interactions. Explore and connect with others in the community, checking out their creations for your own use. Additionally, track your favorite businesses that provide rewards to enhance your experience. By continuously engaging with feedback and trends, you can adapt your approach to better meet the needs of your audience.

Effortlessly drag and drop various fields to customize our fantastic templates that represent your brand identity. You can easily share your form or embed it directly into your website, ensuring that it looks appealing on any device. Integrate your data seamlessly with platforms like Salesforce, Mailchimp, and others. Utilize our comprehensive analytics to track submissions, gain insights into user behavior, and assess conversion rates. Let's be honest—many forms are unattractive, and the majority of form builders produce unsightly forms. However, that doesn't have to be the case. With AgileForms, you can design elegant and sophisticated forms that truly embody your brand. Whether you prefer intuitive forms that incorporate natural language or traditional fields with a contemporary flair, our platform has you covered. Real-time analytics allow you to monitor submissions closely, understand user interactions, and identify areas for improvement. Gain insights into the number of users completing your form versus those who are not and discover ways to enhance the experience. Additionally, create custom reports to visualize and analyze the data you collect with AgileForms, making it easier to make informed decisions. Ultimately, our platform empowers you to create visually appealing and effective forms that resonate with your audience.

Create your own software solution by designing customizable drag-and-drop forms tailored for your business needs. As your enterprise evolves, you can easily modify these forms, utilizing them as foundational elements to craft more intelligent applications. Together, we will transform your forms into dynamic databases that allow for sharing, filtering, and personalization. You can invite your team members and assign them specific permissions based on group roles. Whether you need a private customer relationship management system or a public survey, we provide the infrastructure to host your data securely online, allowing access from any device. You also have the flexibility to share permissions with partner organizations and can withdraw access whenever necessary. Partners are able to invite and manage their own team members, enhancing collaboration. Additionally, you can connect with a multitude of applications through Zapier or apply formulas for automating data entry processes. For your team, you can create drag-and-drop workflows that comprise various triggers, conditions, and actions, enabling you to send notifications, initiate integrations, or allocate records efficiently. Developers can also craft custom scripts based on models that respond to buttons, workflows, or APIs, further expanding the capabilities of your applications. This comprehensive approach ensures you have a robust toolset at your disposal for all your business needs.

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

Dealing with manual uploads and traditional transfer methods such as email and FTP can be quite tedious. Providing users with real-time updates and immediate email notifications upon completion of their transfers enhances the experience significantly. With an efficient and user-friendly solution like FileChucker, you can ensure that your customers remain satisfied and likely to return. This AJAX-based web application allows you to seamlessly accept file uploads directly on your website. Its installation process is straightforward, and it's loaded with customizable features that make it visually appealing and incredibly useful for sharing or receiving files from anyone. Additionally, during the uploading process, FileChucker displays a progress bar and table, offering users a clear indication of how much time remains until completion. You can easily share files that exceed typical email size limits by uploading them and sending a link to your contacts, or you can use it as your personal cloud for convenient access to your files anytime and from anywhere. Ultimately, FileChucker simplifies file management and enhances user satisfaction with its effective design and functionality.

Offers all the capabilities of EZ-Forms-EXPRESS, along with enhanced features such as the ability to create visual forms from scratch, import scanned images and graphics, and handle PDFs. Users can utilize fixed fields, perform spreadsheet-style calculations, ensure encryption, validate entries, use pick lists, and execute overlay printing on pre-printed forms. Additionally, it supports data import and export to text files, provides command line options, and allows for on-screen typing, printing, and saving functionalities. The software is compatible with TWAIN-compliant scanners and grants access to millions of documents, including forms, contracts, proposals, and reports, making it both quick and user-friendly. It also includes an advanced DataBase Engine for efficient forms management and offers tools for filling, printing, and viewing export-related documents such as Pro Forma Invoices, Commercial Invoices, Packing Lists, and Certificates of Origin, ensuring a comprehensive solution for document handling.

Quik! specializes in providing solutions for automating and managing forms, catering to businesses that aim to enhance their efficiency and productivity. Its user-friendly technology streamlines the paperwork process, minimizing time and effort while enabling users to perform at their highest potential. Each form created is interactive, secure, fillable, and capable of being signed, which allows Quik! clients to contribute to environmental conservation by saving numerous trees annually. The Quik! API and App solutions boast an exceptional standard that includes over 500,000 customizable fields and a vast collection of more than 34,000 forms, all of which can be seamlessly integrated with CRM systems and other software. Established in 2002 by entrepreneur Richard Walker, Quik! plays a crucial role in assisting leading firms within the financial sector to enhance their profitability. This commitment to innovation and sustainability positions Quik! as a vital partner for companies seeking to modernize their operations.

Sugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page.

Provide your constituents with the essential services and information they require for success. Explore the next phase of Digital Government with the GovOS Short-Term Rental Solution, a robust software suite supported by industry professionals and augmented assistance. This solution addresses various use cases centered on the community and economic effects of short-term rentals, offering features such as compliance management, registration and permitting processes, tax collection, and a 24/7 complaint hotline. Additionally, Studio equips agencies aiming to digitize forms, eliminate paper usage, and enhance citizens' interactions with local government. Across the United States, governments trust GovOS Studio to transform cumbersome paperwork into efficient online services that expedite processing, boost transparency, reduce errors, and ensure seamless governmental operations. Furthermore, GovOS Cloud Search presents a user-friendly interface reminiscent of Google, making it easier for those unfamiliar with land records to navigate, while also providing an advanced search feature for more detailed inquiries. Overall, this suite of tools represents a significant advancement in modernizing government services for the benefit of communities.

MoreApp is an app that allows you to eliminate paperwork, save time and reduce paper waste. The MoreApp Form Builder makes it easy to create any type of digital form. You can fill out forms you have created using the app and the webclient. The app is available for both Android and iOS. You can add photo's, signatures and checkboxes to the widgets. MoreApp offers custom PDF reports that you can send to your email. The offline function allows data to be collected on-site without the need for an internet connection. When the device is connected to the internet, the Offline mode will save data locally and send it to the database.

Effortlessly implement digital procedures that enhance operational efficiency through a simple drag-and-drop interface. Develop and launch top-tier mobile procedures in mere seconds, enabling the seamless transformation of your traditional paper checklists into digital formats without any coding required. Conduct inspections on any device, even without an internet connection, ensuring flexibility and accessibility. Optimize your workflows by directing users with intelligent logic and timely alerts, while harnessing AI to extract meaningful insights from your data. Quickly generate professional PDF and Excel inspection reports to deliver fast solutions. Integrate your current systems to facilitate real-time data exchange, allowing for dynamic updates. The intuitive drag-and-drop builder allows anyone to create digital procedures in an instant, fostering an environment where everyone is encouraged to drive positive changes. Our "No-Code" approach, as opposed to "Low-Code," ensures that anyone can easily turn problems into profit opportunities. To thrive in today's rapidly evolving landscape, it is essential to empower every individual, from entry-level employees to top executives, to take initiative and lead transformation efforts. This democratization of technology is key to staying competitive in a fast-paced world.

Our offerings are designed to meet the diverse requirements of any sector while ensuring a user-friendly experience for all business professionals. pro-Forms® has been exceptionally well-received by organizations of all sizes, from large corporations to smaller enterprises. There are no intricate configurations or unnecessary features that you might end up paying for but never utilize. You can easily activate or deactivate Modules based on your current needs. Online forms present an effective way to gather information from users across various devices, including desktops, laptops, smartphones, and tablets. With reliable hosting in the UK and dedicated support, creating and branding these forms is a breeze, offering multiple options to reach your intended audience. If you've experienced the challenges of maintaining control and relaying accurate information to field teams, customers, and internal departments, you know how essential it is to have an effective system in place. We offer a straightforward solution tailored to fit businesses of any scale, ensuring that you only invest in what you truly need without incurring costs for unused features. Our commitment to simplicity means you can focus on what matters most—driving your business forward.

Blitzdocs stands out as an efficient and robust solution for document automation and assembly. This software enables users to swiftly create and produce a diverse range of documents and forms, such as agreements, invoices, and letters, tailored to various needs. At its core, document assembly involves generating complete documents by integrating both new and pre-existing information. By reusing information rather than manually inputting it, users can significantly enhance efficiency. The appeal of document assembly, particularly for law firms, lies in its ability to save time and reduce labor through information reuse, translating into substantial cost savings for many practices. Blitzdocs is specifically designed to facilitate this process both quickly and effectively. To gauge your firm’s need for such a tool, assess the frequency of repetitive documents in your current production workflow; if it's substantial, incorporating Blitzdocs would likely prove beneficial. Consequently, it can transform how your firm manages its documentation, leading to greater productivity and streamlined operations.

The Accellion secure communication platform prevents data breaches from third-party cyber risk. CIOs and CISOs rely upon the Accellion platform to ensure complete visibility, compliance, and control over communication of IP, PII and PHI across all third-party communication channels. This includes email, file sharing and mobile, enterprise apps, web portals and SFTP as well as automated inter-business workflows. Users click the Accellion button to know that it is the safest and most secure way to share sensitive information outside of the company. The Accellion platform offers a variety of deployment options including FedRAMP, FedRAMP, hybrid, and on-premise. It provides the security and governance CISOs require to protect their organizations, reduce risk, and comply with strict compliance regulations like NIST 800-171, HIPAA and SOX, GDPR and GLBA. More than 25 million users have been protected by Accellion solutions at over 3,000 companies.

An online platform has been developed for submitters to refresh existing film data, with a unique link created for each film entry. This platform temporarily stores updated information before transferring it to DataKal, ensuring a secure environment where evaluators can assess and provide feedback on films. Security measures are in place to restrict access for each evaluator if needed, while maintaining an online connection to DataKal, allowing data to be displayed alongside each film entry. The system offers a variety of search options, as well as features for ratings, comments, exports, statistics, and visual charts. It includes a comprehensive online film guide that presents in-depth information such as technical details, synopses, biographies of directors, filmographies, cast credits, and contact information, along with images and trailers. It also provides marketing resources like highlights and suggestions, enabling audience engagement through comments and ratings. Users can perform diverse film searches based on criteria such as title, date, venue, genre, and film section, while also accessing a schedule for different screening types. Additionally, events that highlight non-film programs are included in the online film guide, which facilitates the booking and purchasing of tickets directly through the platform, enhancing user experience and accessibility.

We assist companies in the solar, battery storage, and EV infrastructure sectors, regardless of their size, in efficiently executing numerous projects and maintenance tasks while also integrating their software tools to enhance productivity and growth potential. By implementing automated workflows, we streamline the intake of sales opportunities and the transition of closed customers to operations. Our framework provides designers and permitting coordinators with a robust workflow that promotes efficiency, speed, and precision. We simplify processes to ensure that all critical steps are consistently followed by every installation crew, reducing any potential complexities. Furthermore, we accelerate the Job Closeout and Permission to Operate phases by guaranteeing that all tasks and submissions are completed promptly and thoroughly. We also make the service troubleshooting and preventative maintenance ticket management process easier, from creation to scheduling and execution in the field. With Scoop, renewable energy installers and service businesses can effectively manage work orders, streamline service requests, dispatch technicians, and handle various other tasks seamlessly, enhancing overall operational efficiency. This comprehensive approach ultimately helps companies to better serve their customers and achieve sustainable growth in a competitive market.

Interlace Health has successfully cut overhead expenses by millions of dollars each year for over 1,100 healthcare organizations across the country, all by streamlining their processes. These healthcare providers benefit from the efficiencies and cost savings offered by Interlace Health without incurring the costs or disruptions typically associated with switching to a new EHR or implementing new software. The solution is crafted for smooth integration and customization with the systems they already have in place. Patients can conveniently fill out forms, submit insurance details, and pay co-pays from the comfort of their homes using their own devices before their appointments. Alternatively, they can complete these tasks on-site in a significantly shorter amount of time. What was once a tedious and frustrating experience for both patients and staff has now been transformed into a straightforward and efficient process for everyone involved. With this system, staff are relieved from the burden of collecting payments, and patients are spared any unexpected charges. The Patient Intake Solution proactively addresses co-pays and outstanding balances, enabling patients to settle their bills prior to their arrival. This innovative approach not only enhances patient satisfaction but also streamlines operational workflows for healthcare organizations.

It's time to enhance your data collection processes by reducing paper consumption, preventing duplicate entries, and ensuring information is directed precisely where it needs to be. Strider Forms and Reporting simplifies this and much more through automation. With Strider, you can gather field data seamlessly on your Android or Apple device. You benefit from robust data security, even when offline, and automatic syncing to your account when you reconnect. The information you gather is immediately accessible for sharing among your team. Transform your traditional paper forms into smart electronic versions. You can collect any type of data from both field and office environments. Forms can be linked to any map object and completed directly via the MapItFast app. Input your data on-site as necessary, ensuring it's both secure and precise. Furthermore, it syncs to your AgTerra account as soon as you are back online. Electronic forms offer data entry capabilities that paper forms cannot match, including features like automated timestamps and more, significantly enhancing your operational efficiency. This innovation enables your team to work more collaboratively and effectively than ever before.

Eliminate the hassle of paper forms by switching to FormDocs Digital Forms Software, which allows you to save both time and money while managing your forms more efficiently than you ever imagined. This innovative software replaces your traditional paper forms with perfectly rendered digital versions that match their physical counterparts, ensuring consistency whether viewed on-screen or printed. All completed forms are securely stored in a user-friendly, maintenance-free database, enabling you to retrieve any document from thousands in mere seconds. You can easily print, email, export, and share these forms across your network. With the ability to automatically fill forms using data from your existing databases and spreadsheets, plus the option to develop custom solutions with integrated VBA scripting, FormDocs offers versatility for all your needs. Most importantly, FormDocs is designed to be intuitive and requires no administrative overhead, making it accessible for everyone. Transitioning to this digital solution will not only streamline your workflow but also enhance productivity across your organization.

Create, host, and share exceptional online forms in just a few minutes. After that, leverage Logiforms’ platform to optimize your business processes. The form designer offered by Logiforms stands out for its flexibility and is equipped with a range of enterprise-grade features to cater to your complex needs. You can effortlessly construct intelligent, multi-page forms that incorporate Hide & Show logic without any coding experience. Whether you're developing forms with progress indicators or implementing automated GEO location detection, you'll be amazed by the possibilities within minutes. All this can be accomplished without the need for programming skills. For instance, the American Automobile Association successfully utilized Logiforms to enhance the way their agents handle online insurance quotes, cultivate sales leads, and oversee claim submissions. Stay updated with Logiforms and discover new, thrilling features and advancements in the realm of business automation. Additionally, the platform's user-friendly interface ensures that even those without technical expertise can create professional-quality forms easily.

Easily scan your receipts, monitor your transactions, and reconcile your financial records all from a single interface. Welcome to the new era of bookkeeping, where reconciling your transactions becomes a breeze. With Neat, you can seamlessly match receipts and invoices to their respective transactions, and our platform will even propose matches to facilitate the reconciliation process. This innovative tool is designed to help small businesses transition smoothly into an environment where bookkeeping is straightforward, effortless, immediate, and automated. We empower businesses to track, manage, and centralize their financial information, ensuring they are ready for tax season while remaining aware of their financial health. With over 100,000 small businesses in North America benefiting from our services, we continually seek new methods to streamline accounting for our valued customers and enhance their efficiency. Our mission is to make financial management as intuitive and accessible as possible for entrepreneurs everywhere.

Forms InMotion consolidates all your PDF and HTML forms, ensuring they are accessible on any device at any time while maintaining a connection to your key data sources, propelling your enterprise forward seamlessly. With the innovative Form-to-Form Autofill feature, users need only fill out one field, and Forms InMotion will automatically populate the corresponding fields throughout the form package, thereby enhancing the experience for both users and administrators. Occasionally, a signature is the only thing preventing you from completing another item on your checklist, and Forms InMotion facilitates this by allowing users to either type or draw their signatures while locking fields once completed. The platform simplifies file uploads, ensuring that all necessary documents are sent along with the form submission using cutting-edge mobile data capture technology. Additionally, the Forms InMotion application enables you to manage enterprise forms effortlessly from your preferred smartphone or tablet, allowing for continued productivity even while you are away from your desk. This flexibility and integration offer a robust solution for modern workforce needs.

Enhance the communication flow with your clients, suppliers, and subcontractors by utilizing a system crafted from the ground up to operate seamlessly across organizational boundaries. Instantly design, update, send, and receive dockets to any involved party, all within a single application. With this system, you'll never again lose track of a docket, as our platform securely stores them for easy access at any moment. The integrated docket designer offers a straightforward yet powerful method for creating and maintaining your dockets. You can develop templates that capture essential information and send them out to your fleet in real-time. Each docket is equipped with geo-tagging, time-stamping, and audit trails stored securely on our encrypted servers. Once dispatched, these dockets become tamper-proof, ensuring a trustworthy record for all stakeholders involved. This leads to increased productivity and reduced disputes. Moreover, you can sign and send dockets right in the field, providing immediate visibility of the data. Your customers can conveniently receive dockets directly in their Docketbook and give electronic approval, effectively completing the process and streamlining operations further. By adopting this system, you're not just improving efficiency; you're also building stronger relationships with all parties involved.