The perfect, paperless tool for Quotes, Agreements, Orders, Applications, Surveys, Variations and so much more!
Use the drag and drop form builder to create webforms that can be embedded into your website pages.
The perfect tool for Contact Us forms, Order forms, Information Request forms, Contractor Registrations and so much more.
When the form is submitted, a whole range of automated actions can trigger such as: Adding details to CRM, Creating Email Notifications, Sending PDF information, Creating a New Lead, Creating a New Task and so much more!
You can email clients with a link to your webform. The form can be blank or you can pre-populate fields in the form before sending. Your clients can open and complete your webform on any device. So, as an example:
Create an agreement form, pre-populate the key information, email the link, the client reads, signs on screen and submits from their phone, tablet or desktop.
The perfect tool for Agreements, Contracts, Variations, Applications, Employee Detail Requests, Pre-Inspection Agreements and so much more!
Remove calculation errors from your submitted forms forever by using automated calculations. Calculations such as item details, parts pricing, services, areas and quantities, taxes and so much more can all be done automatically.
One of the biggest issues with paper forms is questions or sections of the form being forgotten or missed. Required or mandatory status can be added to any field in your forms (including signatures) preventing the user from submitting the form until all required fields are completed.
If you would like to email a link to a webform, choose “Email Weblink”, enabling access to saved email templates. If you are using the CRM, contact placeholders can be added for personalisation. The weblink button is automatically embedded for you.
The weblink button is created and automatically embedded into your email for you. The recipient simply clicks on the link to be taken straight to the webform. So clean and so simple to use.
Your customer completes the required form fields on their phone, tablet or desktop, signs on screen and submits. Signature can be added using mouse, stylus or finger. eSignature components are automatically captured against the submission including Time, Date, IP Address, Device detail.
When your customer submits a webform, you have access to the full suite of Form Actions. Actions include: Automated emailing of PDF (to one or multiple people), Updating Database records, Creating a New Task, Triggering Notifications, Creating a new Lead or Contact in the CRM, Changing the Status of the form, Triggering a CSV or XML file and so much more.
All activity related to the form is tracked from start to finish and stored against in the Form History so you can see when it was viewed, edited, when the status was changed and more. All easily accessed in the Submitted Form History
Our API and integration tools open up a whole world of opportunities to collect data through the webform, create PDF and CSV files and transfer relevant data to your other systems via API and accounting programs.
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.