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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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Integrations
No info available.
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Integrations
No info available.
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