What Are eForms?
eForms are digital versions of paper documents that can capture and submit data to your CRM for processing. They allow users to fill out and submit forms from anywhere, making data transmission quick and easy.
Why Switch to eForms?
Switching from paper to eForms can:
- Cut down on printing and distribution costs and turnaround time.
- Enable real-time updates and collaboration.
- Allow instant data processing and report generation.
- Offer added features like GPS tracking and immediate image capture.
Benefits of Using eForms in Zigaflow:
With Zigaflow, you can:
- Email or text the eForm to recipients.
- Set up automated messages and tasks to follow up with those who haven’t completed the forms.
- Create required fields that must be filled before the form can be submitted.
- Receive alerts if a process requiring approval is denied by the eForm recipient.
- Customize eForms to suit your needs.
Use Cases for eForms:
eForms can be used for a variety of purposes, including installation certificates, artwork approvals, job sign-offs, snagging/repair lists, fault reporting, risk assessments, checklists, document requests, terms and conditions, site inspections, and sending documents.
8 Reasons eForms Benefit Your Business:
- Customizable: eForms can be tailored to your business needs, with various question types, photo attachments, and eSigning functions.
- Convenient: eForms can be accessed without needing to log in to the system, saving time and reducing errors.
- Boosts Productivity: eForms eliminate manual processes, freeing up your team to focus on revenue-generating tasks.
- Accessible Anywhere: eForms can be completed on-site using a mobile phone, making them highly convenient.
- Cost-Effective and Eco-Friendly: eForms save money by reducing printing and distribution costs and are more environmentally friendly than paper forms.
- Control Over Data: You can decide what data you want to collect through eForms, ensuring you receive the information you need.
- Immediate Updates: eForms provide real-time feedback, giving users immediate confirmation that their task is completed.
- Streamlines Processes: eForms eliminate the need for administrative intermediaries, improving transparency and accountability.
In Conclusion…
eForms are a significant upgrade from paper-based processes. They offer efficiency, productivity, and sustainability, saving your business time and money.
