3 Digital Form Automations for Small Business
Document automation that will transform your small business
Having a small business means that your team has to wear many hats. Relying on your team for mundane administrative tasks (like the filing, storage, and processing of paper documents) is an inefficient use of their time. Paper forms leave your team bogged down with manual data entry which can lead to inaccurate reporting.
By switching to digital forms, you will significantly reduce human error while collecting data. With digital data capture, you can automate the collection of information and not only reduces errors within form fields but, your business will save time and money. GoFormz allows your team to focus on more important projects and less on burdensome administrative tasks.
Creating custom forms with GoFormz’s drag-and-drop functionality is easy! You can build custom form templates with no coding experience required. Simply upload your existing forms, drag-and-drop fields on to the form, and starting sharing! With offline functionality, your team can view forms from their mobile device, anytime and anywhere.
Improving data collection and document workflows comes down the automation processes available within your online form builder. Learn more about the digital form automation you need to improve your small business’ day to day operations:
Automated reports
Having accurate and reliable data is critical for making business decisions. With online forms, you will have the ability to seamlessly collect data and analyze in real-time. By setting up automated Reports within GoFormz, your team will access to form field’s data as soon as the form is completed. You no longer need to manually upload data and then wait to run reports. Using an automated reporting system allows you to stick to your project deadlines, saving you time and money.
Form routing for approvals
The manual process of sharing form data with other stakeholders for approval can cause significant project delays. With automatic data capture through digital forms, as soon as the form is complete, you are able to automatically route it to the necessary team member or customer. You can even generate documents and share with individuals outside of your GoFormz account for approval using GoFormz’s Public Forms feature. Signature fields allow you to seamlessly capture signatures, without the need of having a customer or employee come into the office. This simple automation speeds up the approval process of projects and empowers your team to manage day-to-day tasks with ease.
Storage and integrations
In order to quickly reference completed forms, you will need the capability to store your forms securely. As a small business, you will need to feel comfortable storing important forms like legal documents. That means integrating with your existing systems like Box and Google Drive or storing within GoFormz. GoFormz currently integrates with several cloud-based applications to help streamline your processes and help bridge a gap between solutions.
Within GoFormz, your team can build Folders and utilize Tags to easily organize completed forms. This allows users to sort and store documents according to projects, job sites, employees, and more. To learn more about getting started with Folders, check out this ProTip.
For small businesses, anywhere that you can cut costs without jeopardizing the quality of your service or product is critical. With documentation automation processes like digital forms, you can ensure that your team will be able to boost productivity and streamline communication between departments. Learn more about the forms that small businesses are using within GoFormz in our eBook, 7 Forms for small businesses.
