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Description
At times, maintaining a paper trail is essential. Effortlessly create styled PDFs from your HubSpot data, as these documents serve as an effective means for distributing form submission details to both clients and team members. Such PDFs prove invaluable when conveying information about prospective clients to agents, producing documentation for business inquiries, or simply preserving a record of submissions for later use. The custom module enhances your clients' experience by providing them with an immediate, printable document summarizing their requests made through your website. Start by designing a PDF form document that will act as a template, complete with form fields. While these fields are generally editable, you have the option to set some as read-only to restrict changes. Each form field must have a clearly recognizable name to ensure ease of identification. In Adobe Acrobat PDF, you'll notice that form fields are presented in a specific format. To generate a PDF, simply select the name of your template from the provided list, and it will be ready for use. This seamless process makes it easier than ever to manage client interactions and documentation.
Description
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.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
Adobe Acrobat Reader
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Service Management
Slack
Integrations
Adobe Acrobat
Adobe Acrobat Reader
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Service Management
Slack
Pricing Details
$9.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ManoByte
Country
United States
Website
www.manobyte.com/pdf-generator-overview
Vendor Details
Company Name
ThinkTilt
Founded
2016
Country
Australia
Website
www.thinktilt.com
Product Features
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control