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Description
A versatile workflow software designed for all users. Manage and monitor a comprehensive database of forms efficiently. Gain Control. Understand the Overall Picture. The customizable CRM template empowers you to generate deals, track deal activities, and observe deal progress through an intuitive drag-and-drop kanban board, along with a calendar feature to monitor activities and much more! Enter employee information and seamlessly route the form concurrently to HR, accounting, IT, and the office manager for processing. When a purchase request is submitted, it can be directed to a manager for evaluation, enabling them to either approve or deny the request. The platform includes forms for HR to establish employee leave entitlements and for employees to submit leave applications, requiring management authorization and more. With WorkflowFirst, you gain access to a tailored forms package, a database, and workflow management software, all integrated into a user-friendly interface that anyone can configure without needing programming expertise. You can set up forms to be automatically dispatched to one or multiple users or even specific groups, contingent on defined conditions or scripts. Additionally, the dashboard ensures that no task is overlooked, enhancing overall productivity and efficiency. This comprehensive approach helps streamline operations and empowers teams to work more cohesively.
Description
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
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99 one-time payment
Free Trial
Yes
Free Version
Yes
Pricing Details
$30/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
RiaForm Technology
Founded
2004
Country
United States
Website
workflowfirst.com
Vendor Details
Company Name
XForms, LLC
Founded
2017
Country
United States
Website
xformsmobile.com
Product Features
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
Yes
