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What is SwiftForm?

SwiftForm is an intuitive online form builder that enables users to gather sales leads and streamline workflows, compatible with smartphones, tablets, and websites. This tool is designed to be quick, cost-effective, and user-friendly, allowing for the rapid creation of forms that can be distributed to numerous recipients with minimal effort. It offers robust capabilities for marketing automation and workflow management, from gathering payment signatures to being seamlessly connected with SwiftCloud and various other platforms. Users can benefit from features such as detailed analytics and reporting, event registration, self-scheduling options, viral referral systems, and feedback reviews, along with syndication and additional functionalities. Overall, SwiftForm is an excellent solution for anyone looking to enhance their data collection processes efficiently.

What is Paperless Online?

Adopt a paperless strategy with our comprehensive Form & Document Management CRM tailored for teams of all sizes. Moving to a digital system is particularly beneficial for small and medium-sized businesses. This innovative platform unifies all employees, clients, and suppliers into one centralized database, which streamlines communication, task oversight, and document management without relying on physical paperwork. By storing all your forms and documents electronically, the system provides functionalities like routing and tracking approvals. Once your data is structured within forms, you can effortlessly analyze or search for specific information. Moreover, it promotes easy collaboration among colleagues and clients. Each employee and contact enjoys a personal File Cabinet, alongside a central company File Cabinet for greater organization. Documents within the File Cabinet can be categorized using custom fields and tags for added convenience. Our expertise lies in helping you convert your documents and forms, ensuring a smooth transition to an electronic filing system with Paperless Online. In addition, contacts benefit from a self-service portal, allowing them to submit essential forms and documents, which guarantees that all data—forms, documents, and files related to team members, clients, and vendors—can be easily stored and accessed. This shift not only boosts efficiency but also significantly minimizes physical clutter and enhances overall productivity, fostering a more organized work environment. Embracing this digital transformation can lead to lasting improvements in your operational workflow.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Docusign

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
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

SwiftCloud

Date Founded

2015

Company Location

United States

Company Website

www.swiftcrm.com

Company Facts

Organization Name

Paperless Online

Date Founded

2003

Company Location

United States

Company Website

paperlessonline.com

Categories and Features

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

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Categories and Features

Document Management

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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