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What is SharePoint Flex?

SharePoint Flex CRM is designed for organizations of any scale that make use of SharePoint, with the goal of improving the oversight of interconnected data. By leveraging the advantages of SharePoint while effectively addressing its limitations, we ensure that your company can take full advantage of our extensive two decades of experience in relationship management software for remarkable gains. With SharePoint Flex, you have the opportunity to improve operational efficiency, streamline workflows, reduce expenses, and increase productivity without stepping outside your existing SharePoint environment. This solution empowers you to effectively structure and manage information, yielding critical insights into your business activities. Specifically engineered to enhance the functionality and value of SharePoint, SharePoint Flex allows for the quick development of customized and scalable tools for information and relationship management. By building upon your existing SharePoint investment with an economical yet powerful solution like Flex, you are making a strategic decision for the future of your business. Moreover, since users are already accustomed to SharePoint, Flex further simplifies their experience, promoting an effortless transition to improved functionalities. In conclusion, implementing SharePoint Flex can lead to considerable enhancements in efficiency and overall business outcomes, reinforcing its value as a strategic asset. Embracing this technology not only streamlines processes but also fosters a culture of continuous improvement in your organization.

What is PDF forms for SharePoint?

Discover the numerous benefits of PDFs, including their consistent formatting, print-ready design, robust archival functions, adherence to compliance standards, and features that enhance accessibility, paired with capabilities for attachments, business operations, workflow processes, digital signatures, and notifications. PDF Share Forms revolutionizes complex SharePoint forms by simplifying user interaction. This solution enables seamless automatic extraction of data from form fields and ensures synchronization with SharePoint columns, while also allowing the integration of diverse external data sources. Users can leverage SharePoint lists or external databases to create dynamic cascading drop-down menus. It stands out as the sole PDF form product line aimed at empowering non-developers while fulfilling the requirements for advanced and compliant SharePoint forms. The integration process for forms like W9 and I9 (Employment Verification Form) is remarkably swift and efficient, taking less than two minutes to initiate. These forms are designed to be mobile-friendly, functioning effectively both online and offline. Moreover, you can choose to deploy and synchronize PDF forms on your own SharePoint server or select a cloud-based solution for added flexibility and ease of access, ensuring that your workflow adapts to your needs seamlessly. This innovative approach not only streamlines processes but also enhances user engagement with SharePoint forms.

Media

Media

Integrations Supported

IRI Data Protector Suite
Microsoft SharePoint

Integrations Supported

IRI Data Protector Suite
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

$995 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LookOut Software

Company Location

Spain

Company Website

sharepointflex.com

Company Facts

Organization Name

PDF Share Forms

Date Founded

2010

Company Location

United States

Company Website

www.pdfshareforms.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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

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