Move away from paper forms to streamline your small business workflows

One of the biggest challenges facing small to mid-sized businesses today is finding a way to digitize their daily processes. Digital forms provide a seamless means of collecting and distributing critical business documentation and information. While it can seem daunting to stray from your standard processes, trust us when we say you’ll never look back. Here’s a quick guide on how your SMB can get started using digital forms to save time, money, and hassle.

Identify the Digital Forms for Your Business

The best way to start your transition is to identify any forms you’re currently using. This can be everything from timesheets to invoices, sign-in sheets, and more. Depending on your business, these forms may vary, but GoFormz can handle them all. One important thing to keep in mind is why you're collecting this data, and where you need it to go. This is a perfect time to evaluate your existing processes and see where you can save even more time. Efficiency is key in running a small business!

Start Building Your Templates

GoFormz gives you the option to choose from an existing Template, upload your own, or create a new form from scratch. The pre-built Templates are available the moment you open your GoFormz account, even if you’re still in your trial period. These can help you get up and running immediately. You can also make adjustments to any Template so it fits your business best, or even upload your own. All you need is a PDF copy to get started. Simply upload your existing form into your account, drag-and-drop your form fields, and you're ready to go. This will retain all your existing formatting, and you won't have to spend any time learning or training your team.

In case your existing forms aren't meeting your needs, you can create a new digital form customized to meet your needs. This will give you full control over the look and feel of your forms. You will also be able to specify exactly what data you need to gather when people fill out your form. Of course, if you’re having any trouble at all, the GoFormz team is here to help. Don’t hesitate to contact us so one of our specialists can walk you through the perfect account setup.

Fill Out Any Digital Form, Anywhere

Once you’ve set up your form Templates and your account from a computer, you can fill out your forms anywhere. Whether you see patients, serve customers, or meet your clients on the go, GoFormz is ready wherever your SMB takes you. GoFormz is mobile compatible on any device, and the mobile forms app is available for Android and iOS devices. No connection? No problem. Just fill out your forms as usual. Once you're connected again your data will sync into your account.

Automatically Send Your Data Where It’s Needed Most

There are plenty of reasons to move away from paper forms; the cost, the environmental impact, the security of your data—the list is long. But one of the worst aspects is managing your data. Even with a fillable PDF you’re still left with the same issue: Data entry. By switching to GoFormz you can keep all your data secured and ready when you need it. The best part? No more deciphering somebody else's handwriting.

Seamless integrations with accounting software, CRMs, and other workplace apps mean you can automatically transfer your data to the right platform. You can even trigger additional workflows, automated emails, or other transactions just by completing a form. Running a small business isn’t easy, but your forms and data shouldn’t be adding to your hassle.