Best Forms Automation Software for Salesforce - Page 3

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

ProcessMaker serves as an open-source solution for business process management (BPM) and workflow management. With its easy-to-navigate drag-and-drop interface, it empowers users to enhance their operational efficiency while creating, executing, analyzing, and refining business processes. For those seeking a robust, production-ready BPM platform that supports multiple languages, ProcessMaker is an excellent choice. Key functionalities encompass a Rest API, a versatile form designer, fundamental dashboards, a document output builder, user portals, a cases inbox, and management tools for users, among various other features. This comprehensive set of tools makes it an ideal option for organizations aiming to streamline their workflows.

Streebo is an intuitive and user-friendly application that enables you to create and manage forms seamlessly from your computer, tablet, or smartphone. It offers a platform to design or alter forms, eliminates the need for paper documentation, features drag-and-drop functionality, and ensures high security, allowing for quick and easy data collection and transmission. With capabilities such as offline support, PDF integrations, GPS functionality, E-signatures, and more, Streebo is the essential tool for your business. As major enterprises pivot towards mobile technology, why spend precious time waiting for a developer to create a form for you? We simplify this process with our robust form builder, which empowers you to design appealing and user-friendly forms effortlessly using just drag and drop. This enterprise-ready solution enhances your mobile data collection applications, optimizes business workflows, and removes the reliance on paper forms. You can easily create mobile form applications once and deploy them across various platforms, including browsers, tablets, and smartphones, making it a versatile asset for any organization. Additionally, the flexibility and efficiency of Streebo's solutions position your business to thrive in an increasingly digital landscape.

Your field data will be available faster, richer, and without errors. DoForms data collection app can be used on any device, including smartphones, tablets, laptops, and desktops. It is ready to empower your entire team anytime, anywhere. You can distribute forms, updates, and other task-critical information to as much users as you want. They can be reached across devices in almost real-time. In seconds, turn your data into insights. DoForms makes it easy to create reports in a few clicks. You can also automate the whole process with scheduled reporting. Flexible mobile data collection solutions are available from doForms for all industries. The doForms healthcare-specific mobile solution, combined with our organization-specific system management portal, provide a safe method for collecting patient data and a powerful way to view and manage it. doForms uses the most recent technologies for Data Encryption and Multifactor Authentication to ensure the highest level of security.

Effortlessly drag and drop various fields to customize our fantastic templates that represent your brand identity. You can easily share your form or embed it directly into your website, ensuring that it looks appealing on any device. Integrate your data seamlessly with platforms like Salesforce, Mailchimp, and others. Utilize our comprehensive analytics to track submissions, gain insights into user behavior, and assess conversion rates. Let's be honest—many forms are unattractive, and the majority of form builders produce unsightly forms. However, that doesn't have to be the case. With AgileForms, you can design elegant and sophisticated forms that truly embody your brand. Whether you prefer intuitive forms that incorporate natural language or traditional fields with a contemporary flair, our platform has you covered. Real-time analytics allow you to monitor submissions closely, understand user interactions, and identify areas for improvement. Gain insights into the number of users completing your form versus those who are not and discover ways to enhance the experience. Additionally, create custom reports to visualize and analyze the data you collect with AgileForms, making it easier to make informed decisions. Ultimately, our platform empowers you to create visually appealing and effective forms that resonate with your audience.

Create your own software solution by designing customizable drag-and-drop forms tailored for your business needs. As your enterprise evolves, you can easily modify these forms, utilizing them as foundational elements to craft more intelligent applications. Together, we will transform your forms into dynamic databases that allow for sharing, filtering, and personalization. You can invite your team members and assign them specific permissions based on group roles. Whether you need a private customer relationship management system or a public survey, we provide the infrastructure to host your data securely online, allowing access from any device. You also have the flexibility to share permissions with partner organizations and can withdraw access whenever necessary. Partners are able to invite and manage their own team members, enhancing collaboration. Additionally, you can connect with a multitude of applications through Zapier or apply formulas for automating data entry processes. For your team, you can create drag-and-drop workflows that comprise various triggers, conditions, and actions, enabling you to send notifications, initiate integrations, or allocate records efficiently. Developers can also craft custom scripts based on models that respond to buttons, workflows, or APIs, further expanding the capabilities of your applications. This comprehensive approach ensures you have a robust toolset at your disposal for all your business needs.

Provide your constituents with the essential services and information they require for success. Explore the next phase of Digital Government with the GovOS Short-Term Rental Solution, a robust software suite supported by industry professionals and augmented assistance. This solution addresses various use cases centered on the community and economic effects of short-term rentals, offering features such as compliance management, registration and permitting processes, tax collection, and a 24/7 complaint hotline. Additionally, Studio equips agencies aiming to digitize forms, eliminate paper usage, and enhance citizens' interactions with local government. Across the United States, governments trust GovOS Studio to transform cumbersome paperwork into efficient online services that expedite processing, boost transparency, reduce errors, and ensure seamless governmental operations. Furthermore, GovOS Cloud Search presents a user-friendly interface reminiscent of Google, making it easier for those unfamiliar with land records to navigate, while also providing an advanced search feature for more detailed inquiries. Overall, this suite of tools represents a significant advancement in modernizing government services for the benefit of communities.

Effortlessly implement digital procedures that enhance operational efficiency through a simple drag-and-drop interface. Develop and launch top-tier mobile procedures in mere seconds, enabling the seamless transformation of your traditional paper checklists into digital formats without any coding required. Conduct inspections on any device, even without an internet connection, ensuring flexibility and accessibility. Optimize your workflows by directing users with intelligent logic and timely alerts, while harnessing AI to extract meaningful insights from your data. Quickly generate professional PDF and Excel inspection reports to deliver fast solutions. Integrate your current systems to facilitate real-time data exchange, allowing for dynamic updates. The intuitive drag-and-drop builder allows anyone to create digital procedures in an instant, fostering an environment where everyone is encouraged to drive positive changes. Our "No-Code" approach, as opposed to "Low-Code," ensures that anyone can easily turn problems into profit opportunities. To thrive in today's rapidly evolving landscape, it is essential to empower every individual, from entry-level employees to top executives, to take initiative and lead transformation efforts. This democratization of technology is key to staying competitive in a fast-paced world.

3B Forms allows you to collect data from customers and save it to Salesforce. The tool is easy to use, requires little setup and has powerful features such as: Pre-population support - Rule engine to control data inputs - Parent and child related objects - PDF generation - Merge-mapping multiple objects - Custom styling - Mobile and desktop friendly - Supports embedding and site templates. - Deep customization capabilities Mailing forms from the standard Salesforce report - Many more... This tool is used in Recruitment and Marketing, Healthcare, Retail, Agencies, and Marketing. When we went ahead with the design and development of the app, we wanted to make sure that we have all the best features from our competitors rounded up in a beautiful and intuitive design. And of course, we realize that there are an unlimited number of ways our clients will use the app, so we created Open API to aide our customers to deeply integrate forms into their existing solutions.

SimpliGov is a platform that enables state and local governments to design robust digital forms and automate workflow processes in a central location. Designed for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies increase efficiency, reduce IT costs, improve constituent accessibility and satisfaction, improve response time, enable dynamic document creation from a secure template builder, and provide analytics and reporting for informed decision-making.

Enhance the efficiency of large extinguisher and alarm inspection tasks by utilizing barcode or QR code scanning technology. When identifying any non-compliance issues, make sure to document the deficiencies recorded during inspections. Tailor your compliance reports for the Authority Having Jurisdiction (AHJ) to incorporate visual elements like graphs, charts, or photographs. Quickly recognize equipment using barcode or QR codes to streamline the process. Develop specific task lists tailored to each type of service provided. Adhere to EPA guidelines by accurately reporting refrigerant usage. Implement screening procedures for employees to check for COVID-19 symptoms. It's essential that technicians utilize the appropriate forms for their assignments and submit them with all necessary information. Ensure compliance is verified and address any discrepancies when data is automatically uploaded to ServiceTrade. Generate personalized, professional reports for customers and regulatory authorities such as the AHJ and EPA to demonstrate compliance effectively. Provide technicians with efficiency enhancements by auto-filling routine information from ServiceTrade, requiring them only to input new data. To guarantee thoroughness, implement mandatory fields that alert technicians if any information is overlooked, thereby promoting accuracy in reporting. This comprehensive approach not only improves the workflow but also strengthens compliance measures across the board.

All in one place, create beautiful forms, access-controlled database, and highly customizable business applications. To create your perfect application, you can connect building blocks like forms, tables, lists and charts to create powerful relational databases. You can power your data collection with simple, but powerful online forms that don’t require any programming. You can capture leads, create workflows and collect payments. Your workspace can be divided into different departments, clients, projects, and teams. Securely access your team members and collaborate more effectively in real-time. Do not settle for generic software that doesn't suit your business. You can quickly create custom interfaces that allow you to access your business's data without the need for developers. Connect your workflow with thousands of apps and services like Google, Salesforce, Salesforce, Slack, and many more.

Clevy streamlines internal processes and inquiries, allowing you to concentrate on your most valuable asset: your employees. Experience the ultimate solution for enhancing employee engagement, as it serves as the all-in-one platform you require. By centralizing and managing all employee requests, you can boost the productivity of your HR and support teams significantly. Implement a robust AI knowledge base that empowers employees to swiftly resolve their own issues. With Clevy's no-code form builder, you can efficiently gather employee data and seamlessly integrate it with your organization's entire application ecosystem to optimize business workflows. Organize all employee inquiries in a single location, monitor queries for prompt responses, and save time using AI-generated draft answers. Offer immediate assistance at any hour through an AI-driven portal that minimizes repetitive questions directed at internal support teams by 80%. Moreover, the platform integrates effortlessly with all third-party software utilized by the company, ensuring a smooth flow of information within your organization's application landscape, particularly tailored for small to medium-sized businesses. This innovative approach not only enhances communication but also fosters a more engaged and productive workforce.

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

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.

Formotus presents an exceptionally secure, robust, and adaptable mobile forms solution that meets the demands of today's digital transformation era. For more than a decade, Formotus has been at the forefront of innovation, consistently introducing features that cater to enterprise needs. Moreover, our versatile licensing options allow small and medium-sized businesses to take advantage of our powerful mobile form software. Users can create mobile forms with intricate business logic in mere minutes, all without the need for coding. Our user-friendly online application facilitates the rapid construction of forms, complete with data connectors that align with your brand identity. Empower your mobile workforce with dynamic forms capable of capturing images, videos, GPS data, barcodes, and much more. Stand out from competitors with our groundbreaking mobile forms solution, which is uniquely engineered to support secure offline data collection in remote locations. Formotus forms are equipped with business logic, data validation, and error-checking features, ensuring they function seamlessly without a network connection, thereby enhancing productivity in the field. This innovative approach not only streamlines data collection but also significantly boosts operational efficiency.

In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.

Software that helps you comply with regulations. Fannie Mae, Wendy's and Walmart trust the best mobile inspection and audit platform. This will help you improve safety and accuracy. The #1 field management platform for teams, FORM OpX will transform your Excel, paper, and digital processes. FORM OpX combines advanced data gathering and configurable workflows with powerful operational insight to increase compliance in real time. To ensure compliance and team compliance, you can set up audits, inspections, or workflows. Digital forms allow you to capture data and guide teams to the right actions. Set up automated alerts and escalates to prompt corrective action when issues arise. You can save time and money by creating customizable workflows that improve processes, increase compliance, and reduce errors.

EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.

Vasion provides a comprehensive SaaS platform that equips businesses with essential tools to digitize their content and streamline their operations by integrating capture, workflow, e-signature, and storage. Businesses can gather both analog and digital content using mobile devices, scans, and electronic forms. Additionally, they can enhance their workflows with user-friendly no-code automation, ensuring secure content management and access across various integrated storage solutions. Transitioning from physical infrastructure is a vital move in your journey toward digital transformation. By utilizing PrinterLogic, you can achieve a serverless printing solution that allows for centralized management of direct-IP printing from the cloud while keeping print jobs local to ensure efficiency. It's important to remember that digital transformation is an ongoing journey rather than a singular event. Regardless of the stage you're currently at, Vasion's no-code platform is designed to facilitate a smooth, comprehensive digital experience for both your internal teams and external clients, ultimately driving greater productivity and engagement. The integration of these capabilities enables businesses to fully leverage their digital potential and adapt to an ever-evolving market landscape.

Intely offers an intuitive user interface that allows users to navigate with ease. Users can submit intricate technical inquiries without needing to understand complex coding. Intely consolidates data from all your systems, ensuring that you have the information you require at any time and from any location. With our ready-to-use templates, implementing new solutions becomes a seamless process. Thanks to Intely's advanced solutions, you can access detailed and organized healthcare data whenever necessary. The platform also enables you to effortlessly design your own forms, quizzes, and surveys. You can easily integrate with other applications to enhance your workflows. Engaging with your audience should be straightforward and budget-friendly. Tailor it to your brand and automatically deliver it to recipients or embed it directly on your website. Eliminate the manual tasks associated with outreach and data collection, allowing you to focus on what truly matters. Ultimately, Intely empowers you to streamline your processes and enhance your productivity.

Legal professionals rely heavily on documents in their work. With Josef, automating the creation of any legal document becomes a straightforward task. Simply upload your templates, implement the necessary logic, and share the bot with your colleagues or clients. Eliminate the repetitive task of drafting the same contracts and documents repeatedly. Ensure that information and documents are systematically organized and accessible from a central hub. Standardizing low-risk documents can significantly minimize input errors. Furthermore, enhance efficiency by enabling clients to serve themselves, reducing overall turnaround times. Create a single bot that can generate a variety of legal documents from a single user interaction. You can effortlessly upload your template documents while maintaining their original formatting and style, thus streamlining the entire process. This not only saves time but also improves accuracy and consistency in document management.

PiSrc Formation enhances AEM's built-in form components by introducing a sophisticated connector and field mapping functionality, allowing content creators to effortlessly enable user sign-ups for additional information, mailing list subscriptions, and sales inquiries. The connector also improves essential features like form validation and alert notifications through its enhanced field validation capabilities. We have already completed the complex task of integrating with various third-party APIs, making it easier for users to implement solutions. Whether you require a straightforward, ready-to-use option or aim to develop something more tailored, PiSrc Formation serves as an excellent starting point for your needs. If you don't see your preferred integration platform among the options listed, please reach out to us, and we will explore the possibility of adding support for it. The user-friendly field mapping tool comes pre-configured with default mappings for supported platforms, ensuring seamless lead capturing across these systems. Additionally, users can incorporate custom fields to gather further lead information, thereby enhancing their data collection efforts. This flexibility makes PiSrc Formation a versatile choice for businesses looking to optimize their form handling capabilities.

Empower your business and IT teams to collaboratively create software solutions. Realize value in moments rather than months with our no-code platform that transforms your spreadsheet logic—encompassing intricate rules, calculations, and data models—into fully functional APIs in an instant. This innovation allows for seamless integration of spreadsheets into APIs, while also centralizing, securing, and auditing your business logic. Experience automation in complex modeling, testing, and business impact simulations, significantly reducing your time to market from what once took months to as little as days or even hours. Regardless of your position, Coherent Spark is designed to help you unlock value for your organization. Business leaders and teams alike turn to Coherent to enhance revenue and improve anticipated ROI. With the ability to launch flexible products, your company gains a competitive advantage in the market. Ultimately, our technology fosters greater collaboration between your business and IT teams, enhancing overall speed and operational efficiency. This synergy will not only streamline processes but also lead to innovative solutions that propel your business forward.

Daylight's low code platform makes it easy to simplify and digitize business processes. It also addresses IT concerns such as security, privacy and scalability. We empower your business users to improve efficiency and free up valuable resources by streamlining inefficient processes and allowing them to modernize legacy systems.