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What is Intelligent Forms Automation?

OpenText significantly improves the productivity, efficiency, and responsiveness of processes driven by forms through both electronic and paper-based information collection, along with the automation of validation, processing, review, and exchange, which ultimately leads to improved financial results and a better customer experience. The role of Intelligent Forms Automation is vital within Customer Experience Management (CEM) solutions, enabling organizations to foster engaging communication with their clientele. By providing a flexible, user-friendly, and powerful interface for users, it ensures the collection of thorough and accurate information while promoting a positive interaction with customers. Additionally, by optimizing the workflows that depend on the gathered forms and customer data, and channeling this information to the right teams and systems, it allows for the swift and efficient resolution of customer inquiries. This all-encompassing strategy not only streamlines operational processes but also cultivates customer loyalty and satisfaction over time, ultimately leading to long-lasting relationships and business success.

What is GoCanvas?

Optimize your business processes and reduce expenses by swapping out inefficient paper forms for tailored mobile forms offered by GoCanvas. This innovative cloud-based solution enables organizations to revamp outdated procedures and boost productivity by automating various tasks. With GoCanvas's mobile applications, companies and their on-the-go staff can quickly collect information using their mobile devices, easily share that data, and effectively send it back to the office, helping to maintain seamless operations. Moreover, GoCanvas enhances organizational efficiency with features such as barcode scanning, image capture, mobile payment processing, GPS capabilities, and electronic signatures. By implementing GoCanvas, businesses can not only save valuable time but also enhance the precision and accessibility of their data collection methods, ultimately leading to better decision-making and improved service delivery. This transition to mobile forms marks a significant step toward a more modern and responsive operational framework.

Media

Media

Integrations Supported

Integrations Supported

Box
Dropbox
Easyflow
Egnyte
Google Drive
PayPal
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail
TIDWIT
Thryv
TrueReview
Workbooks Web Insights
Wufoo
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$30.00/month/user
Business - $45 per user per month
Team 3 - $99 per user per month
Team 10 - $299 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OpenText CEM

Date Founded

1991

Company Location

Canada

Company Website

www.opentext.com/products-and-solutions/products/customer-experience-management/intelligent-forms-automation

Company Facts

Organization Name

GoCanvas

Date Founded

2009

Company Location

United States

Company Website

www.gocanvas.com

Categories and Features

Forms Automation

Not specified

Online Form Builders

Not specified

Categories and Features

App Makers

Not specified

Barcode Scanner

Not specified

Construction Management

Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Incident Reporting
Mobile Access
Offline Access
Residential
Subcontractor Management
Timesheets

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Pre-built Templates
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Home Inspection

Templates

Inspection

Appointment Management
Dispatch Management
Equipment Tracking
Photos In Reports
Report Templates
Subcontractor Management

Land Survey

Not specified

Online Form Builders

Not specified

Permit to Work

Not specified

Service Dispatch

Customer Database
Mobile Access
Routing
Scheduling
Work Order Management

Subcontractor

Not specified

Work Order

Contract Management
Customer Database
Dispatch Management
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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