Paper is overrated

You need your customer to sign off the form and get it back to so you can send out their deposit invoice.

Can you just imagine if you had the tools to get that form signed off on the same day?

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eForms

There are lots of tools on the market to get documents electronically signed off, this is nothing new.

The difference is our eForm module is tightly integrated with other modules in the software, and works in ways you couldn’t with any other tool.

Whether it is artwork approvals, fault reports, RAMS documents or producing certificates, we’ve got it covered.

No-one wants paper forms – not really!

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


What is an eForm?

An eForm is essentially an electronic version of what was a paper-based document.

It’s a way to gather information from customers, suppliers or subcontractors quickly and effectively with minimal fuss.

There are massive gains both in timesaving, but also environmental too, as using eForms massively reduces the need for paper and print.

Gone are the days of having to email a form for someone to print, scan and send back after they’ve signed.

What is an eForm?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the eForms Module.

Collect information from customers, suppliers & subcontractors

Data collection

How do you gather information from customers, suppliers or subcontractors?

A structured way to gather and store data from 3rd parties. All information submitted is stored in the system for you to access and review as required. eForms can also be linked to specific items, quotations or other records.

Produce risk assessments and RAMS documents

Produce documents

Do you need to produce documents not covered in other areas of the system?

Use the eForms module to collect information which can then be used to produce documents based on your needs. Everything from risk assessments, RAMS documents, certificates of conformity or site reports are all possible.

Generate certificates of conformity

Get approval

Do you do any artwork or designs which need approving?

The eForms module can be easily used to get things approved. Simply create an eForm pre-build to match your requirements, and upload with your designs to send off for electronic sign-off.

Upload images and files to eForms for evidence and site reports

Work sign-off

Do you want to be able to get work signed off on-site?

Create eForm pre-builds with predetermined questions, mandatory image uploads and much more. Send these to customers, subcontractors or 3rd party logistics teams to get your work signed off every time.


Keep Track of Purchase Orders

Close deals faster with e-signatures

Reduce your spend on paper, ink and postage by using e-signatures. Speed up the process for quotation approval, signed contracts, delivery notes and any other area of your business that requires a signature.

Electronically signed documents are legally enforcable in a wide range of countries around the world, so rest assured that any signed documents are legally binding.


Related Modules

These are some of the most common modules where our customers benefit from what the eForms module offers.

Item Management

Item Management

Store your product catalogue with the choice of adding custom information, tags images, default attachments and so much more. Create kits of multiple items, set associated and alternative items with excel imports.

Quotations

Quotations

Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automate your follow up processes to always control the next steps. Best in class by a long mile.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.

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