Best Forms Automation Software for Salesforce - Page 3

SimpliGov is a platform that enables state and local governments to create intuitive, robust digital forms and workflow processes in a central, secure location. Designed specifically for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies of any type transition from laborious legacy solutions to a modern, digital framework that increases efficiency by streamlining workflow management, reducing support costs, improving public accessibility with electronic, native language forms, increasing response time with reminders and notifications, enabling dynamic document creation from a secure template builder, and providing analytics and reporting for informed decision-making. SimpliGov also offers a native electronic signature solution that integrates seamlessly and creates a connected, transparent ecosystem that is future-proof, responsive to change, and user-friendly.

Streamline large extinguisher and alarm inspection jobs with barcode or QR code scanning. Document a deficiency when you record something that is out of compliance. Customize your AHJ compliance reports to include graphs, charts or photos. Use barcode or QR codes to quickly identify equipment. Create task lists for each type of service. Report refrigerant usage per EPA guidelines. Screen employees for COVID-19 symptoms. Make sure that technicians use the right forms for the job and submit them with all the required data. Verify compliance and act on any issues when the data is automatically transferred to the job in ServiceTrade. Create custom, professional reports for the customer and the authorities (AHJ and EPA, for example) that prove compliance. Give technicians shortcuts by auto-filling basic information from ServiceTrade so they only enter the new data. Ensure completeness with required fields that warn technicians when they miss something.

Build beautiful forms, access-controlled databases, and highly customizable business apps without any code, all in one place! Create powerful relational databases and connect building blocks such as forms, tables, lists, charts, reports, widgets, wizards & many more to build your perfect application in minutes, not months! Power your data collection with beautiful, yet powerful online forms that don’t require any coding to set up. Capture leads, create workflows, collect payments, administer surveys, and so much more. Organize your workspace into different teams, departments, clients, and projects. Manage secure access of your team members easily and collaborate more effectively in real time. Don't settle for off-the-shelf software that doesn't fit your business perfectly. Easily create powerful custom interfaces for your business's data in minutes, without needing developers. Connect your workflow to thousands of apps and services such as Google, Facebook, Salesforce, Slack, etc.

Clevy automates internal processes and queries to let you refocus on your most precious resource, people. Discover the one-stop-shop of your employee experience, the only platform you need. Centralize and handle all your employee requests, to increase efficiency across your HR and support teams. Deploy a powerful AI knowledge center to let your employees resolve their issues more quickly. Clevy's no-code form builder lets you collect employees' data more efficiently and safely integrate it with all of your company's apps ecosystem to execute your business workflows. Manage all their employee requests in one place, keep track of queries to answer timely, and save time with AI-powered auto-draft answers. Provide instant help at all times through an AI-based portal that reduces by 80% the recurring questions asked to internal support teams. Integrate with all the company’s 3rd party software to let the data flow in the company’s application ecosystem is aimed at SMBs.

Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.

See the future of field technician work: Go from checking boxes to performing guided audits, installations, inspections, and assessments that adapt in real-time. Create and complete forms at scale, run analytics and workflow, all without leaving the comfort and security of your Salesforce environment. A Salesforce-native mobile workforce solution that guides procedures, standardizes processes, and collects data–even offline. Drag-and-drop template builder, custom styling, and template/question cloning for speed building. Reduce risk by capturing more information than ever before with a single tool. Complete processes offline, create and edit Salesforce records offline, and seamlessly sync to Salesforce when you reconnect.

Formotus offers the most secure, robust and flexible mobile forms solution available in this age of digital transformation. For over 10 years, Formotus has been developing and introducing innovative features that enterprises desire. And with our flexible licensing plans, SMBs can access our powerful mobile form software. Build mobile forms with complex business logic in minutes. No Code Required. Use our intuitive online app to build forms quickly with data connectors that match your brand. Equip your mobile team with rich forms that capture pictures, videos, GPS coordinates, barcodes and more. Our mobile forms solution is an industry-first that’s designed to enable secure offline data collection in the field. Formotus forms provide business logic, data validation, error checking, and other capabilities—all while working disconnected from the network.

Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal systems, managing risk and reducing demand for support services. The result? More customers ready to transact and less friction – from account opening to onboarding to service. If you’re not changing the way you look at forms at each point in the customer lifecycle, you are missing a huge opportunity. This eBook explores how traditional static forms are inhibiting customer engagement and illustrates how leading-edge organizations are rethinking the way they capture and confirm customer information as part of an interaction. Discover how to reimagine your customers’ journey in the context of digital transformation.

Compliance software that drives operations. Improve safety and increase accuracy with the top mobile audit and inspection platform for teams trusted by Walmart, Wendy’s, and Fannie Mae. Upgrade your paper, Excel, and digital processes to the #1 field management platform for teams. FORM OpX combines advanced data collection and configurable workflows with powerful operational insights to boost compliance in real-time. Configure audits, inspections, and workflows to ensure teams consistently follow procedures and meet regulatory obligations. Capture data instantly with digital forms that guide teams to the right action. Configure automated alerts and escalations to trigger corrective action as soon as issues arise. Save time and money with customizable workflows that improve processes and increase compliance — everywhere.

Vasion integrates the tools businesses need to digitize content and automate business processes by combining capture, workflow, e-signature, and storage into a complete SaaS platform. Capture analog and digital content through mobile, scan, and e-forms. Automate processes through intuitive no-code workflows, and securely access and manage content across integrated storage platforms. The elimination of the physical infrastructure is a critical step in your digital transformation journey. Digitally transform print by delivering a serverless printing infrastructure. With PrinterLogic you can centrally manage direct-IP printing from the cloud while keeping print jobs local. Digital transformation is a journey—not a one-time event. Wherever you are in the process, Vasion's no-code platform can help by delivering a seamless, end-to-end digital experience for both your internal users and external customers.

intely’s simple and straightforward user interface makes it easy for users to navigate. Users can make complex technical requests without having to use technical codes. intely integrates all the data from all the systems you use, so you will have access to the data you need, anytime, anywhere. Using our pre-built templates, new solutions can be efficiently implemented. With intely’s state of the art solutions, you can easily have access to comprehensive and structured healthcare data whenever you need it. With our user-friendly interface, you can easily create your own forms, quizzes, and surveys. Easily connect with other applications and power up your workflows. Connecting with your audience shouldn’t be difficult or cost you a fortune. Match it to your brand and automatically send it to recipients or embed it on directly on your site. Forget the manual work during outreach and data capture.

Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling.

PiSrc Formation extends AEM's native form components with an advanced connector and field mapping capability so that content authors can easily let users sign up for more information, subscribe to mailing lists, and contact sales. Built-in functionalities like form validation and alert messages are also enhanced with the connector's field validation capability. We've done the heavy lifting of integrating with third-party APIs. Whether you're looking for a simple out-of-the-box solution, or intend to create something more custom, PiSrc Formation is a great place to start. Don't see your integration platform listed here? Let us know and we'll see if we can add support. The easy-to-use field mapping tool is preloaded with default field mappings with supported platforms. This will make lead capturing to all platforms work out of the box. Custom fields can bee added to capture more lead information.

Give your business and IT teams the ability to build business software together. Unlock value in moments not months. Our no-code solution instantly converts your spreadsheet business logic, such as rules, calculations, or data models of any complexity, into ready-to-use APIs. Transform spreadsheets into ready to integrate APIs. Centralize, secure & audit business logic. Automate complex modeling, testing & business impact simulation. Accelerate speed to market from months to days or even hours. No matter your role, Coherent Spark can help you drive value for your business. Business teams and executives choose Coherent to significantly boost revenue and projected ROI. Companies are launching dynamically adjustable products, giving them an edge in a competitive landscape. Now your business and IT teams can work together more seamlessly. Our technology will enable your teams to optimize speed and efficiency.

Daylight's low-code platform makes it easy for your business teams to simplify and digitize your current processes through rapid iterations while addressing IT concerns like security, privacy, scalability and integration. From modernizing legacy systems to improving the flow of data and information between people, processes and systems, we empower your business users to streamline inefficient processes and free up valuable resources to complete more projects.