[Video] GoFormz + Procore: Streamline Budget Modifications with Custom Approval Workflows

Effortlessly streamline your budget modifications with custom approval workflows and the GoFormz and Procore integration

The GoFormz and Procore integration streamlines construction data capture end-to-end, significantly reducing administrative demands and eliminating opportunities for human error.

An excellent example of how the GoFormz and Procore integration can optimize your construction data capture workflow can be found within one of our most popular use cases: budget modifications. Leveraging our seamless integration, you can create custom, automated approval processes for your project’s budget modifications and even update Procore records, the Documents tool, and Budget tool, with completed form PDFs and input form data.

In this video demo, we’ll walk through the entirety of the budget modification approval process, including:

  • The lifecycle of a budget modification form

  • The form’s multi-touch approval process

  • Automatically uploading completed budget modification PDFs to the Procore Documents tool

  • Instantly update the Procore Budget tool

  • Reporting across budget modifications

  • …and more!

Key benefits of leveraging the GoFormz and Procore integration to complete Budget Modifications:

  • The ability to move budget to and from several cost codes

  • Instant calculations eliminate the need for manual math and reduce human error

  • Form logic enforces data capture rules and results in more complete form data

  • Automated approval processes ensure critical authorizations are gathered prior to Procore upload

  • GoFormz reporting improves budget modification visibility and oversight

  • Automated form routing and real-time form access eliminates manual form delivery and associated delays

To learn more about the GoFormz and Procore integration, check out this blog post or visit our integration overview course in the Procore App Marketplace. If you have a GoFormz account and are interested in using the Procore integration, please contact your account manager.

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