The Top 5 Digital Form Templates For Your Business
Take your business to the next level with these popular online forms
In every industry, it’s necessary to collect accurate, timely information from internal and external stakeholders. Unfortunately, this common task often leads to endless amounts of paperwork filing and processing. By taking your business from paper documents to online forms, you can expedite processing times, cut down on administrative tasks, and collect more accurate data. By utilizing digital forms, you will rapidly see improvements in every area of your business - from client-facing documents to internal human resources forms, your processes will be streamlined, reducing overhead costs.
As businesses continue to embrace digital, it is important to find an online form builder that has the necessary capabilities to meet your business needs. Working with GoFormz’s leading data capture platform, you can continue to modernize your business and stand out amongst your competitors. Not only will your internal processes improve with the switch but, our customers see drastic changes in their overall customer experience.
Finding the right online form for your business can seem like a daunting task. That’s why we’ve curated the top forms that every business can utilize to improve its operations.
Read more about the top 5 digital form templates below:
Expense Form
For internal teams, it is highly recommended that you have procedures in place for expense reimbursement. When employees are away at conferences or meetings, they will accrue travel expenses and need a way to submit this to management for approval. From there, accounting departments will need to process and issue a reimbursement. With an expense form template, your team will easily be able to submit receipts for approval and cut down on processing time.
By utilizing GoFormz’s Image field, your team can add images or receipts from their devices, or, capture images from their photo library. To add images, simply open the form in the Template Editor, locate the Image field in the Template Fields section and drag-and-drop the Image field onto your form! Learn more about Image fields here.
Evaluation Form
To ensure that your employees are performing at the highest level, you must have the tools in place to make them successful. With Evaluation Form Templates, you can assess employee performance, give feedback, and streamline communication between employees and supervisors. With an employee evaluation or performance review form, you can utilize GoFormz’s dynamic features like Likert Scales - customizable rating scales with points to make tracking much easier.
You can also set up electronic Signatures to capture supervisor, human resources, and employee review approvals. Once complete, with Automated Workflows, supervisors will receive the evaluation via email as soon as the employee completes it. This process eliminates the need to manually hand in Evaluations, re-key them into systems, and then pass them on to appropriate parties. Seamlessly gather information during the evaluation process and store it safely! Learn more about the Digital Employee Evaluation Form Template here.
Order Form
The ability for customers to request merchandise or services quickly and efficiently is critical. With an Order Form, buyers will submit product or service information requested to the merchandiser. Information like Item Numbers, Descriptions, Phone Number, Billing, and Shipping Information are common fields within these forms. By making the switch from paper to electronic order forms, your team can ensure that contact information from customers is legible and correct. With GoFormz’s online form sharing feature, Public Forms, you can send Order Forms to users outside of your organization to accelerate order processing and fulfillment. Build a custom order form template and share it via email or even embed it on your website for customers to easily access.
Client Intake Form
Client Intake Forms are an essential form that businesses use to onboard their clients. This form will help identify whether the client is a good fit for your services and then help identify the customer’s needs and interests. These forms are important because you are able to gather the most up-to-date information from a customer and ensure that you have this stored within your systems.
For example, a massage therapist may ask clients to fill out a Client Intake Form identifying where they are experiencing pain, what areas to avoid, and any relevant medical information pertaining to the service. By utilizing a digital client intake form template within the GoFormz platform, customers can easily fill out and submit these forms to be stored securely. With GoFormz, you can accelerate your client intake process by digitally submitting and storing client information. For medical offices, having HIPPA-secure mobile forms is key to eliminating administrative bottlenecks and ensuring that the forms are being routed to the correct people. Learn more about getting started with GoFormz’s HIPPA-secure forms.
Release Form
A release form is a common legal document that essentially releases the liability and obligation of the company that is signed by both parties. With paper forms, you run the risk of losing these important documents or one party forgetting to sign the agreement. With digital forms, you can ensure that all fields are completed and routed to the correct person after being signed. Building a Release Form Template within GoFormz’s Template Builder, you can use dynamic features like electronic Signatures and Required fields to ensure that the Release Form Template is completed and returned back to you in a timely manner.
GoFormz can help you transform your paper documents into dynamic digital forms with these easy-to-use templates. Check out our Quick Start Guide and create your first form today.
