ProTip: Post Links to Your Online Forms to Efficiently Collect and Fulfill Orders
Fulfill orders more efficiently with online forms
From purchase to delivery, digital forms make it easy to optimize and accelerate your order fulfillment process. With GoFormz, your digital order forms can look exactly like your existing documents or completely no versions, allowing your operation to effortlessly digitize and modernize its documentation (with no code or IT support required). These highly professional digital documents can be completed directly from mobile devices like phones and tablets, or online from a computer.
Links to your online order forms can be posted to your business website, allowing customers anywhere to access, fill out, and complete order forms from anywhere – widening your business’s reach. These online order forms can be equipped with business logic, to ensure important order information like the customer’s address, order details, contact information, and signature, are entered prior to the form’s submission. Similarly, logic can be used to provide instant calculations, ensuring quantities input and payment amounts are accurate every time.
Order information collected via digital forms is instantly available for review and processing, allowing your team to rapidly initiate fulfillment and billing processes. These improved efficiencies not only save your team significant time but also translate to time and budget savings for the customer. Additionally, copies of completed digital order forms can be automatically routed to order fulfillment teams, an input customer email, or a connected business system (like Salesforce, Google Suite, Procore, Box, and more).
Order information input into digital or online forms can even be reported on instantaneously, allowing your operation to track incoming orders, pinpoint obstacles to order fulfillment, identify efficiency issues, and capitalize on growth opportunities, in real-time.
Use case: grocery and restaurant orders
Online grocery order forms and restaurant order forms allow customers to easily input and submit order details from anywhere. Your online order forms can be equipped with fields to make product selections easy, like the Table fields, which allow customers to enter products within organized, intuitive line items. Your Table fields can even host instant calculations, enabling your form to automatically calculate the total cost of selected products, add sales tax, and more. Drop Down menus can be used to select product or menu options and instantly populate corresponding fields with a product’s name, price, and more.
Once a customer has submitted their online order form, a PDF copy of the order form can be automatically routed to delivery coordinators and as well as the customer email entered within the form – significantly simplifying order confirmations and customer communication.
Use case: photography services order form
Links to your online order forms can also be utilized for services, for example, photography. A photographer could easily link to their photography service request form, allowing clients to easily fill out and submit details regarding their requested services. Drop Down menus can be used in a manner similar to the online grocery and restaurant order forms, with clients selecting a photo service (e.g. 1-hour family photoshoot, wedding packages, etc.) and instantly populate the rate and other importation details. Leveraging business logic, digital Signatures within these online order forms can be made Required, ensuring important authorizations are gathered before a client submits their form.
To learn more about leveraging GoFormz to complete online orders, check out the five immediate benefits from switching to online forms here.
