Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Adobe Acrobat
Yes
Adobe Acrobat Reader
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Jira
No
Jira Service Management
No
Slack
No
Integrations
Adobe Acrobat
No
Adobe Acrobat Reader
No
HubSpot CRM
No
HubSpot Customer Platform
No
Jira
Yes
Jira Service Management
Yes
Slack
Yes
Pricing Details
$9.99 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
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
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No