Form Builder for Seamless Integration
The Form Builder Add-On empowers users to create custom forms tailored to their business needs. Seamlessly integrate forms with various Add-Ons like Projects, CRM, Sales, CMMS, Machine Repair Management, Contracts, and Notes. Enhance workflow automation and data collection efficiency with an intuitive and flexible form-building interface. Perfect for streamlining operations and organizing information effortlessly.
- Project
- CRM
- Sales
- CMMS
- Machine Repair Management
- Contract
- Notes
Effortless Form Creation
Easily create forms using an intuitive drag-and-drop interface. Define form fields with customizable attributes and assign them to relevant workspaces. Forms can be activated or deactivated as needed, offering complete control over accessibility. The system allows users to organize forms efficiently within their respective Add-Ons.
- Create and manage multiple dynamic forms easily
- Activate or deactivate forms based on needs
- Assign forms to relevant workspaces seamlessly
Advanced Form Field Customization
Define various types of form fields based on your requirements. Each field can be uniquely named and associated with a specific form. The system allows different field types, ensuring flexibility in data collection. Users can customize each field according to the data they need to gather. Fields are structured to accommodate various input types.
- Assign fields to specific forms as per your requirements
- Choose from multiple field types and customize the field name
- Unique names can be assigned to every field
Real-Time Form Response Management
Track and manage form submissions in real-time. Responses are securely stored and linked to the relevant forms, ensuring accurate data handling and accessibility when needed. Users can view submitted responses instantly, allowing for prompt action and analysis. The system logs each response with timestamps, maintaining an accurate record of interactions.
- Real-time tracking allows for instant form responses
- Store response data securely and efficiently for analysis
- Enhances workflow efficiency and decision-making
Effortless Forms with Powerful Actions
Within our platform's "Convert to" section, you'll find a range of functionalities tailored to streamline your workflow. Here, you can effortlessly copy the form link, access form field editing or viewing options, review responses, and edit the form name to suit your preferences. Additionally, many Add-Ons are integrated with this system, including Lead, Taskly, Machine Repair Management, CMMS, Sales, Contract, and Internal Knowledge Notes, ensuring seamless connectivity and enhanced functionality.
- Effortlessly copy form links and edit fields
- Integrated with Lead, Taskly, and other Add-Ons
- Seamless connectivity for enhanced functionality
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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Very good system
Very Satisfied with the All Addon
I really like the feature
the Team deserve 5 Star for following reason;
1- Customer Support
2- Feature Availability
3- Design Quality
4- Documentation Quality