Replace Paperwork with Intelligent Digital Forms

Absolutely - eForms are designed to handle any type of form or documentation you need. Create templates for equipment inspection certificates with fields for serial numbers, test results, and compliance checks. Build job sign-off forms that collect customer satisfaction ratings, final installation photos, and approval signatures. Design artwork approval forms where customers can view proposed designs and either approve or request changes with specific feedback. Set up delivery confirmation forms, safety checklists, risk assessments, or any other document your business requires. Each form template can be completely customised with the fields, sections, logic, and branding appropriate for that specific use case. You're not limited to certain types of forms or restricted to predetermined templates. Whether you need a simple one-question satisfaction survey or a complex multi-section installation certificate with repeating equipment tests, conditional questions, photo requirements, and multiple signatures, eForms handle it all. Create as many different form types as you need and use the right one for each situation.

The eForm saves their progress automatically, and they can return to complete it anytime using the same link you originally sent. When they reopen the form, all their previous answers are still there exactly as they entered them, so they continue where they left off rather than starting over from the beginning. You can see from your dashboard that they've started but not completed the form, and you know exactly how far they progressed. This is where Zigaflow's automated chasing becomes valuable. Your chaser emails and SMS reminders continue sending at the intervals you configured until the form is marked as complete. The reminders can even reference that they've already started, encouraging them to take two minutes to finish rather than letting it slip through the cracks. If someone completely forgets about a partially completed form, your chasers ensure it gets back on their radar without you manually following up. You also have the option to manually resend the form link at any time if someone mentions they can't find the original email.

Conditional questions (also called conditional logic or branching) mean certain questions only appear based on how someone answered a previous question. For example, if someone answers "Yes" to "Did you encounter any issues during installation?", additional questions appear asking them to describe the issues and upload photos. If they answer "No", those detailed questions remain hidden and they continue to the next section. This keeps forms short and relevant for each specific situation. Setting up conditional logic in Zigaflow is straightforward. When creating or editing your form template, you specify which questions depend on which previous answers. You choose the trigger question, define the condition (like "if answer equals Yes" or "if answer is not empty"), and select which questions should show or hide based on that condition. You can create multiple conditional branches, so different answer paths lead to different follow-up questions. This makes your forms intelligent and adaptive, asking only the relevant questions for each unique situation while keeping the experience simple and fast for whoever is completing the form.

Yes, you can add file upload fields anywhere in your eForm where you need customers, suppliers, or team members to submit photos, documents, or other files. This is particularly useful for before-and-after installation photos, equipment serial number plates, completed paperwork that needs to be photographed, damage documentation, or any visual evidence you need to collect and store with the job record. When someone completes an eForm on their phone, they can take a photo directly using their camera or select existing images from their photo library. The photos upload automatically as part of the form submission. On desktop computers, people can drag and drop files or browse their computer to select what they want to upload. All uploaded files attach to the completed eForm and the parent job record, so you have visual documentation immediately accessible alongside the form responses. You can specify whether a photo field is required or optional, add instructions like "please photograph the serial number plate," and allow single or multiple file uploads per field depending on what you need to collect.

Yes, eForms support multiple signature fields in a single form, which is essential when you need approvals from multiple parties or different types of sign-offs on the same document. Common scenarios include a technician signing to confirm work completion and a customer signing to approve the results, or a team member and supervisor both signing a safety check, or multiple stakeholders signing off on design specifications before production begins. When creating your form template, add as many signature sections as you need and label each one clearly ("Customer Signature," "Technician Signature," "Manager Approval," etc.). You can make each signature required or optional and include a date field alongside each signature to capture when each person signed. The generated PDF document includes all signatures with their labels and dates, creating a complete record of who approved what. You control who receives the form link and can send it to multiple people simultaneously or in sequence, depending on whether signatures need to happen in a specific order or can occur independently.

No - recipients don't need a Zigaflow account, don't need to download an app, and don't need to remember any passwords. When you send an eForm, Zigaflow generates a unique, secure link specific to that form and that recipient. They simply click the link in the email or SMS you sent, and the form opens directly in their web browser. They can be using an iPhone, Android phone, tablet, or desktop computer - it works immediately on any device without requiring installation or login. This frictionless experience is crucial for customer-facing forms. The last thing you want is a customer struggling with account creation or app downloads when you need a quick signature or approval. They click, they complete, they submit - that's it. The security of the unique link ensures that only the intended recipient can access and complete that specific form, while the simplicity of not requiring an account ensures maximum completion rates. Your team who create and manage eForms need Zigaflow accounts, but everyone you send forms to does not.

When you send an eForm, you set up an automated chasing schedule that continues until the recipient completes the form. You define the intervals - for example, send the first reminder 2 days after the initial send, then another reminder 4 days later, then a final reminder 7 days after that. Zigaflow automatically sends these reminders without you manually following up or remembering to send additional emails. The chaser emails can be customised with your message, and they include the form link so recipients can click directly from the reminder. You also have the option to send automated SMS reminders alongside email chasers for even higher completion rates, particularly useful for urgent forms. The chasing stops automatically once someone completes and submits the form, so they don't receive unnecessary reminders. You see the complete history of when the initial form was sent, when each chaser was automatically sent, when the recipient opened emails, and when they completed the form. If you need to adjust the chasing schedule or send a manual reminder outside the automated sequence, you can do that from the eForm record at any time.