Tap the send button and let the magic happen.
Put data to work with custom documents
Once a form is submitted, use the data to automatically populate custom documents, each with a different appearance or content to suit the recipient. Send a branded summary to a customer, a work order form approval workflow to a manager, and maintain a record of compliance in a cloud storage destination with a single submission.
- Build beautiful no-code documents in Excel with formulas, charts, and formatting based on answers in the form
- Additional developer tools support building advanced custom documents with conditional areas, loops and more
- Re-use documents across forms for brand consistency, and have a single submission generate different documents for different audiences
Data drives your business. Make it accessible.
- Give field workers access to the latest data, e.g. price & parts lists
- Automate naming of files in the Cloud; easily retrieve files for audits
- No-code connections to cloud services; REST API for enterprise integrations
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Put that data to use. Track KPIs in real time and send custom reports.
- Track field productivity over time using pre-packaged KPI dashboards
- Use powerful Enterprise analytics tools to build and share fully customized reports
- Track productivity, improve quality control, monitor compliance
MORE ON REPORTING & ANALYTICS
"The compliance aspect is the driving force behind our implementation, there's no question."
Rodney Jenny, EVP, Construction Division Manager
Ready to unleash productivity?
Get a demo and start a trial today.
or call us 1-888-282-4184