Best Forms Automation Software of 2024

It's as easy as sending an email to engage your clients and capture their information. After they are done, you can export their data to your CRM and Financial Planning tool with a click. Every client is different and you need to be able to deal with any situation, simple or complex. You can create your own engagement templates to customize the experience for your clients. Our goal is to save you both time AND money. We integrate with your most used tools and offer features to replace services that you don't use. We continually improve on what we have learned, and we continue learning from our advisors about what we can do better. PreciseFP will be the first experience clients have with their new advisor. We are grateful for this honor. Our latest version is faster, easier, and more customizable than ever.

It's easy to get started with the Pruvan mobile application. Our mobile app is easy to use and allows you to quickly and efficiently collect data from the field. You can track the progress of your project in real-time. Pruvan's Workflow Builder is available to replace the printed forms. You can create the forms you need, and then deploy them via the web or mobile. These forms will direct your workflow and help you capture your field results consistently. You have the ability to create a focused and intuitive workflow to get exactly the results you want. Pruvan is the new Excel. The Pruvan Online Portal offers project management tools that will increase productivity and decrease downtime. You can assign work orders, make adjustments, and collaborate with the field in real-time. This is your personal control center for managing your business operations.

Formworks is a self service application builder and workflow system that allows for process automation. You can create custom mobile and web apps that can link to multiple data sources, including SQL environments, CRM and ERP, as well as third-party software solutions. We work with a variety of verticals, including global construction companies and financial services as well as SMEs. Our solution is not limited to one sector, process, or business function. It also offers huge cost savings. Formworks improves the working conditions of staff, reduces operational headcount, and provides clean data for business intelligence.

Cliniko uses paperless forms and patient check-ins. Using Cliniko? Have you tried to go paperless, but been disappointed by other options? You want patients to verify their identity? You want it to all work reliably and look professional. We have you covered. Let your patients check-in on the iPad at reception when they arrive for their appointment. Then, fill out any remaining forms. Before your appointment, send your patients links to your forms. You can send them links to your forms before they arrive. The iPad app allows patients to fill out forms and has the ability to check-in. A PDF (with signature) can be uploaded to their files.

Allow data collection. Create your own iPhone and iPad forms that you can share with others. The cloud stores data so that you can access it anywhere. Reward those who provide feedback. You can create a quick response iPhone or iPad survey that allows for all feedback to be sent directly to you. To keep them coming back, enable cloud-based rewards. Find out what's hot and in style! You can create a quick poll on your iPhone or iPad to share with friends and let them decide the answer. This is a powerful social media tool that displays statistics in real-time. Follow others and search for them. Learn from others and make your own. Follow your favorite businesses that offer rewards.

Drag and drop fields easily You can customize our templates to reflect your brand. You can share your form or embed it in your website. Our forms are compatible with all devices. You can sync your data to Salesforce, Mailchimp, and other services. Our in-depth analytics allow you to track submissions and monitor user behavior. Most forms are ugly, let's face it. Most form builders create ugly forms. It doesn't have that way. AgileForms allows you to create beautiful forms that reflect your brand. You can create intuitive forms using natural language or add modern form fields. Real-time analytics allow you to track submissions, monitor user behavior, and determine conversion rates. You can see how many people are filling out your form and what percentage are failing to do so, and how you can improve it. To visualize the data you have collected using AgileForms, create custom reports.

Create your own software. Drag-and-drop forms can be created for your business. As your business grows, you can modify them. Forms can be used as building blocks and connected together to create smarter applications. Your forms will be transformed into interactive databases that can be shared, filtered, customized, and customized. Invite your team members and grant them group-based permissions. You can create anything, from a private CRM to an open survey. We will host your data online so that you can access it from any device. You can share permissions with other organizations and you can revoke them at anytime. Partners can invite and manage their members. Zapier allows you to integrate with hundreds of applications. You can also use formulas to automate data entry. Team Create drag-and-drop workflows using dozens of triggers and conditions. Notifications can be sent, and integrations can be made. Developers Create model-based custom scripts that are triggered by buttons or workflows or APIs.

Go paperless. All teams can use the Form & Document Management CRM. Converting to a paperless workplace -- the ultimate solution in small and medium-sized businesses. All your customers, employees, and vendors in one database. All paperwork, tasks, communications, and forms can be done electronically. All forms and documents can be submitted electronically. Tracking approvals and routing. Okay, now you have data in the forms. What about making sense of it? Or searching by the criteria you need? Share with clients and colleagues. You can create separate File Cabinets for each contact and staff member, as well as the company File Cabinet. You can organize your files in File Cabinet using custom fields and tags. We can digitize forms and documents, and transfer them to Paperless Online. Contacts can log in to the self-service portal to submit forms and documents. All data, including documents and files, can be stored and easily retrieved by your clients, vendors, and teammates.

Uploads can be manually processed, or you can use old-school transfer methods such as email and FTP. You can give them instant feedback and an email notification when the transfer is complete. This is a quick and simple solution. Because happy customers make repeat customers. FileChucker, an AJAX-based web app that allows you to accept file uploads from your own website, is available as an AJAX-based web service. It is easy to install, has many features, is configurable, beautiful, and useful for sharing files with others or accepting files from others. FileChucker also shows progress bars and tables during uploads to let users know how long it takes before the upload is completed. You can share files that are too large to email by simply uploading them, and then sending the link directly to your friend. Or you can create your own cloud to access your files whenever you want.

All the features of EZ Forms-EXPRESS Plus. Visual forms can be created from scratch, and can import scans or graphic images. PDFs also have fixed fields, encryption, entry validation, pick list, overlay printing to preprinted forms, data import/export into txt files, command-line options, type (fill in on screen), print, and save. TWAIN-compliant scanners are supported. There are millions of documents (forms.contracts.proposals.reports.etc.) that can be imported/exported to txt files. Quick and easy. Import Scans and Graphics (.PDFs too;PDFTyper™, Type (fill out the screen), Print, Save, etc. TWAIN-compliant scanners are supported. There are millions of documents (forms. contracts. proposals. reports. etc.) that can be imported. The DataBase Engine is a powerful tool for form management. Filler, printer, and viewer for export-related forms (Proforma Invoices, Commercial Invoices, Packing Lists, Certificate of Origin, Certificate of Origin), etc.

Quik! Quik! is a provider for forms automation and management solutions to companies looking to increase efficiency and productivity. Its technology is simple to use and reduces the hassle of paperwork, empowering users to do their best work. Quik! forms are easy to fill out, secure, signable, and interactive. Customers can save thousands of trees each year by working together. Quik! API and App solutions offer an unmatched standard definition of over 500,000 fields, and an extensive library with more than 34,000 forms that can be easily integrated with CRM systems. Quik! was founded in 2002 by Richard Walker, a business consultant and entrepreneur. Quik! helps top financial institutions improve their bottom lines.

Sugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page.

Give your constituents the information and services they need to succeed. Find out how to make Digital Government a reality. The GovOS Short-Term Rent Solution is a complete software suite that is supported by industry experts and enhanced support. With a multitude of use cases focusing on community and economic impact of short-term rentals, the GovOS Short-Term Rental Solution offers compliance, registration/permitting, tax collection and a 24/7 complaint hotline. Studio empowers agencies to digitize forms and go paperless. This will change the way citizens interact with local government. GovOS Studio is used by all US governments to transform paper documents into online services. This reduces processing time, improves transparency, eliminates errors, and ensures smooth government business. GovOS Cloud Search offers a Google-like interface for searching land records. It also has advanced search options.

MoreApp is an app that allows you to eliminate paperwork, save time and reduce paper waste. The MoreApp Form Builder makes it easy to create any type of digital form. You can fill out forms you have created using the app and the webclient. The app is available for both Android and iOS. You can add photo's, signatures and checkboxes to the widgets. MoreApp offers custom PDF reports that you can send to your email. The offline function allows data to be collected on-site without the need for an internet connection. When the device is connected to the internet, the Offline mode will save data locally and send it to the database.

Digital procedures that are easy to use and drive operational excellence can be accessed by drag-and-drop. In seconds, you can create and deploy mobile enterprise-grade procedures. Create unlimited smart procedures with no code to convert existing paper checklists into digital forms. No internet connection required to perform complete inspections. Smart logic and active alerts can streamline your processes. Use AI to extract valuable insights from your data. To quickly find answers, you can export professional PDF and Excel inspection reports. Connect existing systems to pull and push data in real time.

Our solutions are tailored to meet the needs of any industry. They are easy to use for all business users. Pro-Forms®, a popular choice for both small and large businesses, has been a huge success. There are no complicated configurations or options that you will pay for but never use. You can simply switch modules on and off as needed. Online forms are a great way to collect information from people using a browser on a computer, tablet, smartphone, or desktop. These forms can be easily created and brand with UK hosting and support. They can also be made available in many ways to your target audience. You'll be able to communicate accurate information to your customers, field staff and other departments. We offer a simple, straightforward solution that will suit your business's needs, no matter how large or small. And without you paying for unnecessary options.

Blitzdocs is a powerful document automation and document assembly program. It allows you to quickly design and create common and specialized forms and documents for a variety purposes, including letters, invoices, and agreements. Document assembly is at its most basic level the creation of complete documents from a combination of 1) new and 2) existing information. Reusing existing information is better than typing it into a computer. While document assembly can take many forms, the basic idea is what makes it so attractive to law firms. Many firms can save significant time and effort by reusing rather than retyping. Blitzdocs is designed to accomplish this quickly and efficiently. Take a look at the document production of your company and calculate the volume of repetitive documents. If your company produces a lot of repetitive paperwork and is therefore typical, then Blitzdocs will be a benefit to you.

The Accellion secure communication platform prevents data breaches from third-party cyber risk. CIOs and CISOs rely upon the Accellion platform to ensure complete visibility, compliance, and control over communication of IP, PII and PHI across all third-party communication channels. This includes email, file sharing and mobile, enterprise apps, web portals and SFTP as well as automated inter-business workflows. Users click the Accellion button to know that it is the safest and most secure way to share sensitive information outside of the company. The Accellion platform offers a variety of deployment options including FedRAMP, FedRAMP, hybrid, and on-premise. It provides the security and governance CISOs require to protect their organizations, reduce risk, and comply with strict compliance regulations like NIST 800-171, HIPAA and SOX, GDPR and GLBA. More than 25 million users have been protected by Accellion solutions at over 3,000 companies.

Online module to update existing film data by the submitter. Each film entry is assigned a unique link by the system. Data are then updated in the temporary database before being transferred to DataKal. Secure system for evaluators to rate films and make comments. If necessary, security features can be used to limit the number of evaluators. DataKal allows you to view each film entry online. You can perform a variety of searches, ratings, comments and exports. Online film guide with detailed film information. Technical information, synopsis and director's biography. Credits, cast, and contacts. Pictures, trailers. Marketing tools (highlights, tips). Rating and comments from the audience. There are many types of film searches (by title, date and venue, genre, section, etc.). Schedule (another type screenings view). Events (non-film program highlighted). This feature is available in the online film guide. It allows you to book/purchase tickets online.

We assist solar, battery storage, and EV infrastructure companies of any size to execute thousands of maintenance tasks, connect their software tools, improve efficiency, and increase their growth potential. Automated workflows make it easier to receive sales opportunities and hand off customers to operations. For designers and permitting coordinators, a solid workflow framework will help them be more efficient, faster, and more accurate. Reduce complexity and ensure that all steps are followed regardless of who is installing the project. You can speed up the Job Closeout and Permission To Operate by ensuring that tasks and submissions are completed on time. Service troubleshooting, scheduling, field execution and preventative maintenance ticket creation are simplified.

Interlace Health has helped to reduce overhead costs by millions of Dollars annually for over 1100 healthcare organizations across the country - simply by changing their processes. Interlace Health provides all the overhead reductions and efficiencies for healthcare organizations without the disruption or expense of switching to a new EHR or using new software. Interlace Health allows for seamless integration with existing systems and customization. Patients can fill out forms, provide information about their insurance, and pay their copays online, even before they arrive. You can also do it online in a fraction the time required on-site. It is now simple and efficient for all. Staff do not have to ask for payment and patients are never surprised at the amount they owe. Our Patient Intake Solution asks patients for balances and co-pays so they can pay when they arrive.

It's time for you to streamline your data collection operations, eliminate wasteful paper, avoid double entry and send information to the right place. Strider Forms and reporting does all of this and more automatically. Strider lets you capture field data on your Android or Apple mobile device. You can protect your data even without an Internet connection and sync it automatically to your account when connected. The information you collect can be instantly shared with your team. Convert obsolete paper forms into intelligent electronic formats. Collect any information on the field or in the office. Attach forms to any map and fill them out straight from the MapItFast App. Enter your data in the field when you are ready. It's accurate and secure. It syncs with your AgTerra account the moment you return to service. Electronic forms allow you to enter data that is not possible with paper forms.

Stop filling-in paper forms! You can save money, time, and manage your forms more efficiently with FormDocs Digital Forms Software. FormDocs replaces paper forms with digital forms that are exactly the same as the paper counterparts. The forms appear exactly the same on-screen as the ones you print. All forms that have been filled in are stored securely in an easy-to-use database with zero administration. You can quickly find any form from thousands of entries in seconds. You can print, email, export, and share forms on a network. You can automatically populate forms using data from your spreadsheets and databases, or you can create custom solutions using built-in VBA scripting. FormDocs is easy to use and requires no administration.

In minutes, you can create, host, or distribute amazing forms online. Logiforms' platform will automate your business' workflow. Logiforms' form creator is the most flexible tool for creating forms. It comes with enterprise-class features that will meet all your needs. You can create multi-page forms in minutes using Hide & Show logic. You'll be amazed at the variety of forms you can create, from multi-page forms with progress indicators and Automate GEO location detection. You can do it all with zero programming. Logiforms was used by the American Automobile Association to streamline the way their agents manage online insurance quotes and nurture sales leads. They also managed claim submissions. Logiforms is constantly changing. Learn about new features and advancements in business automation.

Scanning receipts is a good idea. Manage your transactions. All your transactions can be consolidated on one screen. Say hello to the future in bookkeeping. All transactions can be easily reconciled. Match invoices and receipts to the corresponding transactions. Neat will suggest matches and allow you to reconcile all transactions in one screen. Neat accelerates small businesses' transition into a world where books are simple, fast, automated, and frictionless. We help businesses to track, manage, and centralize their financial information in order to prepare for tax time and keep them informed about their business' health. We are proud to support over 100,000 small businesses in North America. We also strive to simplify accounting for customers.