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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

IRI Data Protector Suite
Microsoft SharePoint
Salesforce

Integrations

IRI Data Protector Suite
Microsoft SharePoint
Salesforce

Pricing Details

$995 per year
Free Trial
Free Version

Pricing Details

$20/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

Youreka

Founded

2008

Country

United States

Website

www.youreka.io

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

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

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