Instantly Generate Forms Pre-Filled with Data from Another Document
Uncover the power of form-to-form workflows
Form-to-form Workflows in GoFormz allow users to automatically transfer data from one form to another, significantly reducing manual data entry and the risk of errors. This functionality is handy for teams that rely on sequential documentation, such as moving from a completed work order to an invoice, inspection summary, or service report. By auto-populating fields with previously captured information, such as customer details, jobsite data, or material lists, teams can accelerate documentation timelines and ensure consistency across their records.
This seamless data handoff boosts efficiency for both field and office teams. For instance, when a technician completes a work order on-site, a corresponding invoice can be automatically generated and sent to the appropriate personnel, already filled out with relevant customer and job information. These streamlined transitions not only speed up processes but also strengthen collaboration between departments, empowering teams to work smarter and focus more on tasks at hand instead of repetitive administrative work.
Customer Use Case In Action
FOR Energy had not yet connected its GoFormz account to Salesforce, requiring in-field auditors to re-enter quote information that was already captured within their digital forms. This resulted in delayed quote generation and inefficient workflows. Utilizing GoFormz’s Salesforce integration in tandem with form-to-form workflows, FOR Energy was able to streamline field data entry, save time during audits, and simplify the administrative processes required to generate sales quotes for customers. Learn more here >
“An audit takes a while...so to be able to shave time off of that is pretty valuable for the customer experience.”
Why GoFormz?
With GoFormz, users can effortlessly transform their existing paper forms into identical digital replicas—preserving the exact look, layout, and process they’re already familiar with. This makes it easy to transition to digital without disrupting established workflows. For example, a sign-in sheet template can be customized and deployed in minutes, enabling teams to track attendance or visitor information with ease. GoFormz also offers powerful offline functionality, allowing forms to be completed without an internet connection and automatically synced once reconnected. With robust integrations, such as Acumatica and Procore, and customizable workflows, completed forms can be instantly routed to cloud storage platforms, project management tools, or inboxes—saving time and eliminating the need for manual data entry.
