5 Digital Forms to Streamline Shipping Processes
Seamlessly collect and route delivery information via digital forms and Automated Workflows
From parcel to FTL and beyond, shipping requires the coordination of countless moving parts, often requiring thorough documentation at each step of the process. No matter the use case, from quality control to vehicle safety inspections, this critical documentation can be difficult to optimize and streamline, especially when relying on paper forms or rigid PDF fillers.
Leveraging GoFormz to digitize your shipping forms empowers your operation to optimize, standardize, and streamline its documentation and accompanying processes. Your digital shipping forms can be easily equipped with powerful fields and logic, like GPS and Maps, Barcode Scanning, Automatically Populated fields, and Calculations, accelerating the completion of important documents, without sacrificing the accuracy of data. Utilizing Automated Workflows, forms can be submitted and routed to office locations, supervisors, and customers in real-time, improving communication, transparency, and collaboration – even with teams spread across a variety of locations.
“My drivers immediately thanked me for switching to GoFormz.”
Digital shipping forms can be generated and completed directly from phones, tablets, or computers, or dispatched to teams in the field, pre-populated with shipment information. Below we’ve outlined five of the most useful digital shipping forms and the features that make them powerful tools for productivity:
The Digital Invoice
Easily provide an itemized list of shipping goods and services with digital Invoices. Your digital shipping Invoice can be equipped with Table fields, allowing users to easily enter a description of goods or services and associated costs within clear, organized line items. Automatic Calculations can be used to instantly complete totals, include tax or discounts, and more. Once completed, a copy of the digital Invoice can be instantly routed to a customer contact email entered within the form or uploaded to a connected application.
The Digital Packing List
Rapidly input or route shipment details using a digital Packing List. Utilizing Table fields, products can be easily listed within line items, or even instantly populated within rows using Barcode Scanning. Digital Packing Lists can be dispatched to teams in the field pre-populated with shipment information, streamlining communication and collaboration. Drop Down fields referencing Data Sources can even populate customer, carrier, or destination information, based on item selections. Date fields can be used to easily note when a digital Packing List has been generated.
The Digital Vehicle Inspection
Digital inspection forms make it easy to efficiently enter inspection dates or even select a vehicle number from a Drop Down and instantly populate corresponding fields with information. Scanned Barcodes can also be leveraged to automatically populate relevant fields with vehicle information, for example, the date of the last inspection performed. Fields can be made dynamically Required, based on input data or field selections (e.g. selecting a Checkbox noting a hazard) ensuring critical information is captured before a form is completed. With Image fields, photos of vehicle concerns or damage can be easily input into the digital inspection form, and annotated to highlight areas of concern, via Sketch fields.
The Digital Bill of Lading
Using a digital Bill of Lading allows shipping and transportation data to flow seamlessly throughout your operation, improving visibility operation-wide. Easily input Images of transport concerns, like freight damage or vehicle damage, and any other visual details to help bring context and transparency to shipment activities. With a digital Bill of Lading, your operation can easily keep tabs on your transport progress with GPS fields and location data, which can even be configured to automatically input a user’s location.
The Digital Proof of Delivery Form
With digital shipping forms, your teams can generate, fill out, and submit Proof of Delivery forms from anywhere. Your digital Proof of Delivery forms can be outfitted with GPS/Maps, Required Signature fields, and Date and Timestamp fields, ensuring important details are captured upon delivery, every time a form is filled out. Because GoFormz mobile forms can be used offline, digital Proof of Delivery forms can be completed from any location and automatically submitted once a signal has been regained. With more accurate, comprehensive Proof of Delivery forms, your operation can easily reference delivery details in case of a miscommunication or client concerns.
ProTip: Connect your digital shipping forms to your favorite business platforms, like Salesforce, ServiceMax, Quickbooks, Microsoft 365, and more, and enrich the entirety of your operation with real-time data.
“Many of the fields in GoFormz are mapped to a Salesforce case. So when GoFormz syncs back into Salesforce all of this is automatically imported and used to update that case. It has really helped us significantly, especially since we are growing so fast and needed something scalable.”
To learn more about how GoFormz can streamline your delivery data collection, documentation, and accompanying processes, check out our rundown of the top mobile forms features here, or sign up for a free trial of the GoFormz platform today!
