Best Option to Transition Paper Forms to Electronic Forms

I have been a loyal GoFormz user for over 5 years now. I enjoy working with the team members, they are always responsive, open to feedback and are willing to work with their customers to improve features and negotiate pricing levels. This software has made my job so much easier over the years. I highly recommend their service for anyone that uses forms in their day to day operations. It makes the data that used to live on a piece of paper be searchable, exportable and easily manipulated into solid data that you can use to make sound business decisions.

Pros

The #1 sell for our team was the ability to keep the EXACT look of the paper form that we used. Having a wide range of employees that are not technical savvy, this was a big concern for us. By having the same look of the paper form that they were used to filling out for years, it was an easier transition to doing it electronically. There was a drastic reduction in the learning curve for employees.

Cons

As I have watched GoFormz grow from the small start up back in 2011 to now, a lot of the features that I had wanted have been implemented. The one feature that I hope will be made readily available is the ability to have folders inside of folders for templates. This is a small inconvenience, and does not take away from the ease of use. Not really many CONs involved.

Save Time and Paper

We set up our digital Safety Inspection Report to be automatically sent to all management. This has created support for immediate corrections. What used to take weeks to communicate, now happens in minutes.

Pros

I hate the waste of time, resource and efficiency of using paper reports. I love having all my reports in a digital format to use and file without paper. Anyone that receives the report can still print and file if they want to go old-school, but GoFormz sets you free from paper and ink.

Cons

There are so many options available that it can be difficult to decide which ones to use. I'm a little slow with technology and had to learn what was even possible.

GoFormz integration to Project Management Software

GoFormz team were very responsive, our sales rep [SENSITIVE CONTENT] ensure to stay connected after we signed our contract, while working with the integration team [SENSITIVE CONTENT] he joined every meeting to ensure we were looked after, once the project was completed we had a project completion review to ensure it was working as intended. Then we were ended over to [SENSITIVE CONTENT]

Pros

That it integrated with our Project Management software, and information sync's both ways.

Cons

Can't upload pictures. The custom form doesn't size well on a smartphone making it hard to read.

Goformz

Very good. Amazing customer service and support. The people behind it is what really makes this tool very good to use

Pros

Easy to use. Very familiar and very intuitive. Simple and clean

Cons

Does have a lot of depth. If you wanna do more complicated things it doesn't really have integrated options. You'll have to do weird work rounds for it to work.

Automation at its best!

I can imagine using another forms software platform. I wish I could use it more than I already do. Support and my account manager have been fantastic and are always very helpful. Example I was working with support on what we identified as a bug. The support technician said he would followup with me when the bug was corrected in the next release. When the release came out a few weeks to a month later the support technician emailed me like he said he would. My account manager is always willing to take feedback, back to the engineers. He is very knowledgeable. Great software and a great group of people working at a great company.

Pros

The automation features of GoFormz have streamlined our processes. No more entering in data in multiple locations. Now customers can submit public forms that generate emails and update data sources. When technicians complete projects our customers get immediate emails and project management is alerted when a job is incomplete so they can take action. Their support team is great and very helpful and prompt.

Cons

Currently I cannot attach a pdf to a form, so when asking for TAX ID documents in one of our public forms we have to ask our customers to email separately. I know this is a feature coming. There is not a true offline feature. While forms live on your mobile device it is possible that your login period could expire and then you won’t be able to access it until your device can re-authenticate with the GoFormz servers. I have only been caught in this situation once or twice. It would be nice if there was a true desktop version outside of an online software kind of like quickbooks vs quickbooks online.