Effective solution to convert paper form to e-form

Great Product, easy to integrate

It's been a game changer for us. We now can review and analyse all our global installations and services as soon as the job is finished, allowing us to follow up quickly if needed as well as get our invoices out earlier.

Pros

Easy to integrate into our Salesforce processes, easy to roll out to our users.

Cons

Can be quite fiddly creating the templates and making changes.

GoFormz is the way to go!

Overall, I highly recommend GoFormz, and it's the #1 form software we typically suggest to our clients.

Pros

This software is extremely easy to use for not only our team, but for our clients as well. Being able to embed the form on a clients said is a big component of why we recommend GoFormz to our clients.

Cons

I wish there was more functionality with conditional logic, and that setting it up would be easier for the user. Also, I wish there was a "set up" testing functionality, in order to avoid wasting credits during the testing/set up process for public forms.

Quick, inexpensive way to transform forms to electronic forms.

Easy to use. Inexpensive.

Pros

Very easy to use. Scans paper forms and copies to electronic version. Add fields where you would normally write.

Cons

Only can dump completed forms into Box. Would be nice if it communicated with other file storage software.

Customers Delight

The speed of transfer of a completed form(s) back to the office, with local storage/email and to the Cloud means the billing cycle and all of the supporting documentation to the customer has been improved from 21 days to 1 day. Storage and retrieval of completed forms has saved significant back of house administration time, as well as a "proof of task completion" to the customer has really driven customer satisfaction. This satisfaction is due to the readable paperwork as well as a complete document set at works completion, signed by the customer representative.

Pros

To perform field services for a customer, there is an ever increasing requirement to complete and return customer created/defined paperwork for risk assessments as well as to prove that the work was conducted and signed off by a customers representative on site using their forms. Without the return of the customer paperwork at the time of invoicing the payment is either delayed or not approved. The ability to import, complete and return the customer forms is a key benefit. Transitioning field staff to GoFormz was very efficient as the paperwork, now digital on a tablet, was the same as the field were completing in manual forms, which at times was not returned in a legible or timely/efficient manner

Cons

There is not a lot, not to like. There are always personal preferences in the creation of the templates, and methods to achieve an outcome. Recent changes to the management console template editor/creator have taken away a lot of the previous concerns.