Global: 1-888-708-8118UK: +44(0) 1252 551 600France: +33(0) 1 84 88 54 94

Improve Your Processes with Forms Automation Software offers electronic forms software for all your paper-based processes. Create easy-to-use paperless forms customized to your business, then connect your existing IT infrastructure to drive continuous improvement. Electronic Retail Audits overview video

Integrate our forms management software with your IT systems to create a flexible solution that fits your current infrastructure and capitalize on existing data.

  1. Import data tables and contact information to prefill forms and populate the Contact Manager
  2. Establish rights and permissions to grant users access and editing abilities for specific forms
  3. Modify forms, contacts, and workflows without the hassle of outdated organizational systems
  4. Route completed responses to your own backend database or business intelligence dashboard with bi-directional integration
Dynamic Form Features

Dramatically improve the speed and efficiency of your critical operations while ensuring one version of the truth.

  1. Data tables can create logical question sequences, narrowing down answer options to make finding the correct response easier
  2. Digital forms change dynamically based on who you are, where you are, and what you’re doing
  3. Certain responses can trigger follow-up questions or hide questions that are not applicable
  4. Responsive forms are optimized for mobile phones and tablets
Alerts and Follow-Up Tasks

Improve field-to-office communication with customized workflows that change the way your forms, data, and teams collaborate.

  1. Create actions and workflows that can be launched based on completed responses
  2. Trigger email alerts and schedule subsequent inspections automatically
  3. Assign follow-up tasks in response to certain responses or results
  4. Track, monitor, and manage statuses and task execution
Mobile Capabilities

Offline forms are easy to use and never stop working, even when you’re not connected to the internet.

  1. Collect data and access automated form features in offline mode
  2. Automate login, location (GPS), and time stamp information
  3. Capture digital signatures by drawing directly onto your smartphone or tablet
  4. Easily capture, attach, and mark up photos in your forms
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Toll Free:1-888-708-8118


UK:+44(0) 1252 551 600

France:+33(0) 1 84 88 54 94


International:+44(0) 2030 020 722

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Braintree MA02184