Captisa FormsCaptisa
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Related Products
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About
A workflow application designed to reduce repetition of paperwork within the insurance industry, resulting in a faster sales cycle, fewer errors and happy clients. Combine provider forms into one document requesting the information from your customer once. Client information is gathered and mapped to every selected provider form. Dot the i’s and cross the t’s before sending each completed form to your client for their signature. Deliver fully executed documents to insurance providers directly from the BlockForms application. Advance your business with a comprehensive and intuitive data collection process. BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors. Give your team the gift of time this sales cycle by deploying a faster and simpler work method.
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About
Easily create online form with workflows, sub-forms, conditional logic, duplicate detection rules, multi-level select, lookup, tabs, accordions. Create views and filters use them to analyze responses using charts or pivot grids, present them in dashboards. Automate document creation using Captisa Word Template, send PDF documents as email attachments, download PDF or Word documents. Generate multiple custom PDF or Word documents from a single form or linked forms. Create automated workflow actions when entry is submitted or updated, send emails to different teams in your organization, update field entry. Maintain the integrity of your data, create duplicate rules to reduce duplicate records in your form entries. Create form rules and recommendations to apply conditional logic without writing code. Form rules provide a simple interface to implement and maintain fast-changing and commonly used rules.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Forms Automation solution for companies
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Audience
Online form builder solution for individuals
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBlockForms
United States
blockforms.co
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Company InformationCaptisa
United States
captisa.com
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Categories |
Categories |
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Forms Automation Features
Approval Process Control
Not Supported
Archiving & Retention
Not Supported
Collaboration
Supported
Document Indexing
Not Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Supported
Rules-Based Workflow
Not Supported
Text Editing
Supported
Version Control
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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