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Description
Experience the extensive advantages of PDFs, such as their fixed layout, print-friendly design, efficient archival capabilities, compliance adherence, and accessibility features, along with support for attachments, business processes, workflow actions, digital signatures, and notifications. PDF Share Forms transforms intricate SharePoint forms into a more user-friendly experience. The solution not only allows for automatic extraction of form field data and synchronization with SharePoint columns but also facilitates the integration of various external data sources. You can utilize SharePoint lists or outside databases to create cascading drop-down menus. This is the only PDF form product line designed to empower non-developers while still meeting the demands for sophisticated and compliant SharePoint forms. Integration of forms like W9 and I9 (Employment Verification Form) is quick and efficient, taking less than two minutes to get started. These forms are compatible with mobile devices and can function both online and offline. Additionally, you have the flexibility to deploy and synchronize PDF forms to your own SharePoint server or opt for a cloud-based solution for enhanced accessibility and convenience.
Description
SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.
API Access
Has API
API Access
Has API
Integrations
IRI Data Protector Suite
Microsoft SharePoint
Pricing Details
$995 per year
Free Trial
Free Version
Pricing Details
$18 per month
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
PDF Share Forms
Founded
2010
Country
United States
Website
www.pdfshareforms.com
Vendor Details
Company Name
LookOut Software
Country
Spain
Website
sharepointflex.com
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
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
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management