Elevate your digital form process with these powerful and dynamic features

When selecting an online form builder, it is imperative that you have features that improve your operations, increase efficiency, and seamlessly integrate with your existing systems. For a smooth transition to digital forms, look for a builder that has the capability to look and feel exactly like your current paper forms. With GoFormz’s free online form builder, you can get started creating paperless forms that are professional and reliable, with no advanced computer knowledge or coding experience required.  

Whether you are creating a form from scratch or uploading your current pdf file into an online form builder, be sure to look out for the following five features:

Maintain your form’s look & feel

GoFormz is the only online form builder that allows you to create a digital form that maintains the look and feel of existing paper forms. This is incredibly helpful for employees that may not be as comfortable with digital processes and can empower your team to complete forms in an efficient and effective manner. As your team is already familiar with the paper document, transitioning to a digital version of the form will decrease errors in data collection. Additionally, for many industries, it is critical that the document’s branding or formatting is preserved due to compliance or regulatory requirements. 

Drag and Drop

GoFormz’s ‘No Code’ form building solution enables new users to create forms with no technical background. This cost-effective process eliminates the time and financial burden to hire software developers to build custom internal forms. With Drag and Drop functionality, anyone on your team can create form fields with Dynamic Field Properties or Conditional Logic.

For example, let’s say you are collecting a registration form that requires an electronic signature. Online form signature fields are easy to build by creating a required Signature Field within GoFormz. This is a seamless way for your team to get the document signed and eliminates the time needed for a customer to physically come into an office to hand in the form. 

Create from Scratch

If you do not have an existing PDF file to upload into the GoFormz platform, you can build a form from scratch using List View. List View is an ‘app-like’ index of form fields that you can customize for your business needs. This functionality allows you to design your form template to collect data in a way that is most conducive to your team’s workflow. List View provides a small screen optimized user experience making the forms easily accessible on mobile devices and tablets. Read more about how to optimize your form’s list view in this blog post.

Form Sharing

A form builder that enables users to share forms outside the organization is critical. With GoFormz’s Public Forms feature, you can easily share forms via email or text message or even embed on your website. As the shift digital processes becomes more popular, it’s important that you are able to obtain information from customers anytime and anywhere. By adding in Required Fields or Expiration Dates, you can ensure that the correct fields are being filled out in a timely manner and reduce the administrative burden of tracking down customer information.

Automatic Form Routing

Using Automated Workflows, you can route completed forms to teammates or configure to receive via email. For our internal processes, by utilizing Automated Workflows you can oversee team productivity and ensure daily tasks are being completed. Automatic form routing can also be used to handle service requests, expedite client communications, and so much more. Learn more about Automated Form Routing here.

Integrations

In order to streamline operations of data collection, your form builder should be integrated with your existing systems. GoFormz offers a variety of integrations to automatically route your data and store it securely. To learn more about five of the most popular integrations GoFormz customers are using, check out this blog.

Now, with this checklist, you can find the right form builder for your company’s needs. Get started today with GoFormz’s free trial by uploading your existing PDF file or start completely from scratch.