Best Forms Automation Software for Small Business - Page 9

3B Forms allows you to collect data from customers and save it to Salesforce. The tool is easy to use, requires little setup and has powerful features such as: Pre-population support - Rule engine to control data inputs - Parent and child related objects - PDF generation - Merge-mapping multiple objects - Custom styling - Mobile and desktop friendly - Supports embedding and site templates. - Deep customization capabilities Mailing forms from the standard Salesforce report - Many more... This tool is used in Recruitment and Marketing, Healthcare, Retail, Agencies, and Marketing. When we went ahead with the design and development of the app, we wanted to make sure that we have all the best features from our competitors rounded up in a beautiful and intuitive design. And of course, we realize that there are an unlimited number of ways our clients will use the app, so we created Open API to aide our customers to deeply integrate forms into their existing solutions.

Eliminate the hassle of misplaced documents, delayed submissions, and the tediousness of filing and scanning by leveraging mobile devices to achieve a truly paperless environment with a cloud-based solution. This innovative system functions even without internet access, allowing you to upload completed forms directly to the cloud once connectivity is restored. Enhance your submissions by attaching images, specifying locations, collecting signatures, and more. Stay informed with notifications when specific forms are submitted and create personalized alerts for different document categories, such as automatically forwarding all incident reports to the Health, Safety, and Environment (HSE) manager. Begin by converting your existing PDF or Word documents into fillable PDF forms that can be deployed to your team in mere minutes. You can also upload Word, Excel, and read-only PDF manuals for field access. The system captures and stores the data from form fields in a database for future use, while flat PDF files are uploaded to the cloud for convenient retrieval. When generating custom reports, you can easily export the data from your forms for further analysis. Additionally, perform tailored processing on your forms, which may include features like serialized fields, auto-population of fields, automatic calculations, synchronization with other storage systems, and much more. This comprehensive approach not only streamlines workflow but also enhances productivity across your organization.

Your web-form visitors can instantly be captured, verified, and enhanced with data. MyFormData helps enterprises convert web-form data into leads instantly. The MyFormData Platform (SaaS), enables marketers to increase business revenues by capturing and verifying web-form visitors' data in real-time to improve conversions. MyFormData generates more leads using the traffic you already have. You can tap into a database that contains 3 billion records about the businesses you are interested in connecting with. You can also gain insight such as location, contact information, IP address, device information and many other details. You can shorten web-forms to capture more leads and not lose the data you need.

Form.io is an enterprise-class platform that combines form and API data management platforms for developers who want to build complex form-based business processes. Our platform is used worldwide by companies from startups to large enterprises. Our unique "serverless" architecture allows forms and APIs to be seamlessly integrated into both the server and front-end of platform applications. This makes it possible to solve complex business process requirements.

Transition your timesheets, expense reports, orders, customer registrations, and more to an online platform. The process is not only fast and straightforward but also budget-friendly, making it accessible for everyone without the need for costly software licenses. With Formwize, all your needs are met effortlessly, functioning flawlessly across various devices such as computers, tablets, and smartphones. Obtain data while on the move and benefit from real-time reporting capabilities. Streamlining administrative tasks can lead to significant savings on paper, postage, and printing expenses. You'll gain immediate access to essential tools for digitizing your paperwork, which includes secure file uploads, online signatures, calculated fields, an integrated emailing function, and dynamic reporting features. To enhance your efficiency, we offer an extensive collection of templates that cover a range of applications, such as customer feedback, timesheets, expense reports, quotes, orders, event management, employee surveys, and much more. Additionally, our advanced validation tools are designed to maintain the integrity and precision of the collected data, ensuring that your information remains reliable and accurate. This comprehensive solution will transform the way you handle your business processes.

Avoid the hassle of constructing an entire backend just for a single form; instead, utilize FieldGoal's form endpoints as a service to keep your straightforward projects uncomplicated. Since you're already familiar with HTML and CSS, you can design your form precisely as you envision it without interference from JavaScript widgets, WYSIWYG editors, or cumbersome iframes. Simply create a new FieldGoal endpoint, and you'll receive a unique URL that you can use as the action attribute for your form. Once that’s done, you're good to go! Moreover, with the integration of Zapier, you can easily route your submissions to any destination you choose. Dive deeper into how you can leverage Zapier to connect various applications with FieldGoal and enhance your workflow efficiency. This way, you can focus on what truly matters: creating a seamless user experience.

Our forms can be tailored to meet your unique requirements, workflows, and expected results. They are designed to be user-friendly and accessible for teams of any size. By converting your traditional paper forms into visually appealing digital documents in just a few minutes, you can enhance your productivity and cut expenses. There’s no need for lengthy training sessions! Culverdocs provides straightforward and efficient data entry solutions, guiding users throughout the entire process. With instant delivery, you won't have to wait for paper forms anymore, allowing you to concentrate on what truly matters. You can create and distribute high-quality reports that are beautifully customized to reflect your brand, as well as leverage custom dashboards for real-time data reporting and analysis. Our workflows ensure that information is sent to the appropriate departments without any hassle. Additionally, integrating Culverdocs into your current systems is a breeze. Our integration options allow you to link up with a variety of services or even create a tailored integration using any REST service, making adaptability a key feature of our platform. This flexibility empowers your organization to respond swiftly to evolving needs and utilize data more effectively.

ProForma is an intuitive form and checklist creation tool designed for Jira, enabling teams to customize how they gather data within Jira issues. With the ability to construct forms tailored to specific business requirements, it integrates seamlessly with Jira Service Management, Jira Core, and Jira Software, eliminating the need for custom field creation. Additionally, ProForma is compatible with Cloud, Server, and Data Center environments. By allowing users to design dynamic forms, it simplifies the process of collecting necessary information without the hassle of complex custom field setups, thereby enhancing administrative efficiency and accuracy. Our forms handle the heavy lifting for you, with built-in validation to ensure thorough data collection. Automation rules allow for effortless form integration into issues, management of issue transitions, or even restricting transitions altogether. Dynamic fields significantly streamline the user experience, making ProForma an invaluable addition to Jira Service Management. By utilizing forms equipped with dynamic fields and validation features, you can enhance the quality of incoming requests, ensuring a smoother workflow overall.

Numerous organizations rely on Excel spreadsheets for administration, employ a variety of disjointed systems, or contend with rigid and costly ICT infrastructures. Easydus offers a cloud-based solution that allows users to create and customize their own digital administrative processes without requiring any IT expertise. This flexibility is applicable to a wide range of applications, situations, and administrative workflows. By utilizing Easydus, organizations can save both time and money by digitizing and automating tedious and error-prone manual processes, effectively replacing the need for Excel files and traditional paper or PDF forms. The software caters to all types of organizations and various contexts, allowing users to address unique requirements that fall outside the scope of conventional or custom ICT solutions. Moreover, users can modify processes and data fields independently, without relying on external IT teams or software providers, enhancing overall operational efficiency and autonomy. This empowers organizations to adapt swiftly to evolving needs while maintaining control over their administrative functions.

Formsio is a cutting-edge document automation tool designed to aid industries that rely heavily on paper by optimizing their processes, drastically cutting down the time needed for paperwork, and enhancing the overall experience for customers. By innovating the way documents are handled, Formsio generates HTML documents in real time, which sets it apart from its competitors who typically rely on traditional PDF or DOC formats. This unique approach benefits sectors that depend on template-driven documents requiring signatures, large datasets, complex calculations, and mass distribution to clients, contractors, and staff. The strongest demand for our services can be found in fields such as law, finance, compliance, human resources, real estate, and insurance. With our intuitive graphical designer, users can effortlessly create dynamic HTML forms and documents, replacing the old, cumbersome PDF files that often slow down signature processes and create workflow challenges. Additionally, this innovative capability allows businesses to be more agile and responsive to their clients' needs, ultimately leading to improved operational efficiency and satisfaction.

When it comes to the development and utilization of electronic forms, the obvious choice is Formtool, renowned for being the most comprehensive solution available. For those involved in gathering customer or employee data, reporting activities, or disseminating information, Formtool equips you with an array of essential information management tools. Boasting extensive database integration, innovative reporting features, and robust Internet/Email capabilities, Formtool ensures you have full command over your business forms and associated data. Whether you opt to craft a form from the ground up or select from over 800 pre-designed templates, you can begin creating forms swiftly and effortlessly. With its user-friendly drag-and-drop interface, FORMTOOL stands out as arguably the simplest method to produce a polished form. The design, editing, routing, and filling functionalities of Formtool are hard to rival, making it a standout option in the market. Furthermore, the unmatched power and enhanced compatibility provided by Formtool’s relational database set it apart from competitors. Indeed, using Formtool can significantly streamline your form management processes, making it an invaluable tool for any organization.

Enhance the efficiency of large extinguisher and alarm inspection tasks by utilizing barcode or QR code scanning technology. When identifying any non-compliance issues, make sure to document the deficiencies recorded during inspections. Tailor your compliance reports for the Authority Having Jurisdiction (AHJ) to incorporate visual elements like graphs, charts, or photographs. Quickly recognize equipment using barcode or QR codes to streamline the process. Develop specific task lists tailored to each type of service provided. Adhere to EPA guidelines by accurately reporting refrigerant usage. Implement screening procedures for employees to check for COVID-19 symptoms. It's essential that technicians utilize the appropriate forms for their assignments and submit them with all necessary information. Ensure compliance is verified and address any discrepancies when data is automatically uploaded to ServiceTrade. Generate personalized, professional reports for customers and regulatory authorities such as the AHJ and EPA to demonstrate compliance effectively. Provide technicians with efficiency enhancements by auto-filling routine information from ServiceTrade, requiring them only to input new data. To guarantee thoroughness, implement mandatory fields that alert technicians if any information is overlooked, thereby promoting accuracy in reporting. This comprehensive approach not only improves the workflow but also strengthens compliance measures across the board.

Falcon Forms allows you to digitize your day-today paperwork. Falcon Forms allows you to quickly create and configure forms that are tailored to your business or activity. Falcon Forms can be adapted to paper-based workflows. This app is offline and doesn't require any network connection to create templates or fill out forms. Falcon Forms can be used to provide reporting and documentation for almost any line of work, regardless of domain. Falcon Forms allows real-time collaboration. It allows sharing of PDF files and Form Templates in JSON format via email and third party cloud storage providers such as iCloud, Box and Dropbox, OneDrive, Adobe Creative Cloud and Google Drive.

All in one place, create beautiful forms, access-controlled database, and highly customizable business applications. To create your perfect application, you can connect building blocks like forms, tables, lists and charts to create powerful relational databases. You can power your data collection with simple, but powerful online forms that don’t require any programming. You can capture leads, create workflows and collect payments. Your workspace can be divided into different departments, clients, projects, and teams. Securely access your team members and collaborate more effectively in real-time. Do not settle for generic software that doesn't suit your business. You can quickly create custom interfaces that allow you to access your business's data without the need for developers. Connect your workflow with thousands of apps and services like Google, Salesforce, Salesforce, Slack, and many more.

With UtiliSync811, locators can instantly receive tickets, access a comprehensive map that displays utility locations, and clear these tickets directly from their field location, eliminating unnecessary trips to the office. This innovative system eradicates the hassle of toggling between utility maps and ticket details, as both the ticket locate area and utility GIS layers are integrated into a single map view. Furthermore, all tickets are conveniently stored on the device, allowing locators to operate offline whenever needed, with no complicated setup required. The process for adding photos is remarkably straightforward, enabling locators to capture images for each ticket they clear effortlessly. With the use of pre-filled forms, ticket clearance can be accomplished in mere seconds, while locators also have the option to include a screenshot of the map with the ticket for a clear representation of utility layouts. They can enhance these images by adding text, arrows, symbols, and other elements to provide more detailed information, thereby improving the overall documentation process. This streamlined approach not only boosts efficiency but also enhances communication within the team.

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.