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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 GoFormz?

GoFormz boasts several patents for its innovative digitization technology, which includes a unique approach that maintains the aesthetic and functionality of traditional paper forms. Additionally, the platform offers a specialized viewing mode tailored for users on smaller devices, allowing seamless transitions between the original Form View and a List View. With no coding or IT expertise needed to begin, GoFormz prioritizes a user-friendly experience and continues to lead in user adoption rates. The robust form-building capabilities enable users to effortlessly design new forms, utilizing a simple drag-and-drop interface for elements like Signatures, Images, Barcodes, and Maps, while also incorporating Logic and Calculations. Users can complete forms remotely, even in offline scenarios, and upon completion, these forms are automatically saved in the GoFormz Cloud and sent to team members, clients, and integrated platforms, streamlining collaboration and productivity. This seamless integration of features not only enhances efficiency but also empowers teams to work more effectively, regardless of their location.

Media

Media

Integrations Supported

Integrations Supported

Acumatica Cloud ERP
Autodesk Construction Cloud
Azure Blob Storage
Box
DocuWare
Dropbox
Egnyte
Google Cloud Storage
Google Sheets
Google Workspace
Microsoft 365
Microsoft OneDrive
NetSuite
Procore
Salesforce
ServiceM8
Snowflake
Stackreaction
Twilio

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Free
The Basic Plan is Free
The Team plan is $24/user/month (billed annually)
The Advanced plan is $48/user/month (billed annually)
Call for Enterprise plan pricing
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

GoFormz

Date Founded

2012

Company Location

United States

Company Website

www.goformz.com

Categories and Features

Forms Automation

Not specified

Online Form Builders

Not specified

Categories and Features

Data Collection

Not specified

Digital Signature

Not specified

Document Generation

Collaboration
Digital Signature
Interaction Tracking
Templates

Forms Automation

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

Inspection

Not specified

No-Code Development

AI-Assisted Development
Business Process Automation
Drag & Drop
Templates
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Data Tables
Drag & Drop / No Code
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Reporting / Data Visualization

Survey

Custom Survey URLs
Offline Response Collection
Skip Logic

Workflow Automation

Not specified

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