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What is WorkflowFirst?

An adaptable workflow solution created for every type of user, allowing for the efficient management and oversight of an extensive database of forms. Take charge and gain insight into the broader perspective. The flexible CRM template enables you to initiate deals, monitor deal activities, and track deal progress via a user-friendly drag-and-drop kanban board, complemented by a calendar feature for overseeing various tasks and much more! Input employee details and effortlessly send the form at the same time to HR, accounting, IT, and the office manager for further action. When a purchase request is made, it can be forwarded to a manager for assessment, giving them the power to either approve or reject the request. The platform also offers forms for HR to define employee leave benefits and for employees to file leave requests, which require management approval. With WorkflowFirst, you receive a customized forms package, a database, and workflow management software, all within a simple interface that anyone can set up without needing technical skills. Forms can be programmed to be sent automatically to one or multiple recipients or specific groups based on predetermined conditions or scripts. Moreover, the dashboard guarantees that every task is accounted for, boosting overall productivity and efficiency. This all-encompassing strategy not only streamlines operations but also encourages teams to collaborate more effectively, ultimately leading to better outcomes. By fostering a more organized and connected environment, WorkflowFirst enhances communication among team members and supports the achievement of collective goals.

What is Formplus?

Formplus is a versatile online form creation tool that allows users to develop web forms optimized for mobile devices. With an extensive library of over 1000 templates, it facilitates the gathering of customer insights, the establishment of workflows, and the processing of payments across various sectors. This platform caters to a diverse clientele, including industries such as logistics, event management, non-profit organizations, E-commerce, education, and others. Among its robust features are document merging, digital signature capabilities, and file upload options, as well as the ability to save and resume forms. Sharing Formplus forms is a breeze, as it provides multiple options like social media sharing, website embedding, and WordPress integration. Additionally, users can send personalized email invitations filled with pre-existing data, along with QR codes for easy access. The tool seamlessly integrates with popular third-party storage services, including Google Drive, Dropbox, and Microsoft OneDrive. Sign up now to take advantage of a free account and start creating your own forms today!

Media

Media

Integrations Supported

Integrations Supported

Dropbox
Formplus PDF Builder
Google Drive
Google Sheets
Microsoft OneDrive
PayPal
Stripe
Stripe Billing
Zapier

API Availability

API Availability

Pricing Information

$99 one-time payment
Free Version
Free Trial Offered?

Pricing Information

$25.00/month
Formplus has 4 plans to help you solve your data collection needs. There is a free plan with access to limited features.

- Starter plan: At $25/month or $240/year (20% discount), the plan offers 1000 submissions in a month, payment integrations with PayPal, Stripe and Paystack, responses in notification emails, as well as the chance to redirect respondents to another page upon successful form submission.

- Professional plan: Formplus Professional plan is priced at $45/month or $432/year (20% discount). This plan gives access to all features including white-labelled form, custom branding options, Stripe subscriptions, and Teams.

- Platinum plan: Everything in Professional + more. The Platinum plan is priced at $85/month or $816/year (20% discount). This plan gives access to features such as Document Merge, Form Lookup, Stripe recurring subscriptions, and so much more.

- Enterprise: Need a Custom built data collection solution for your organization? We've got you covered. The Enterprise plan is fitted with advanced features like Multi-User Accounts, Workflows, Team Management, Approvals and Custom Integration & Solutions.

Education and Non-Profit organizations receive another 20% discount across all Formplus plans, both yearly and monthly.
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

RiaForm Technology

Date Founded

2004

Company Location

United States

Company Website

workflowfirst.com

Company Facts

Organization Name

Formplus

Company Location

United Kingdom

Company Website

www.formpl.us

Categories and Features

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
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Document Generation

Collaboration
Digital Signature
Multiple Output Formats
Templates

Education

Not specified

Event Planning

Not specified

Forms Automation

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

Online Form Builders

Not specified

Registration

Activity Registration
Badge Management
Class Registration
Contact Management
Event Registration
Form Builder
Online Registration
Onsite Registration
Payment Processing
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Offline Response Collection
Question Branching
Skip Logic
Supports Audio / Images / Video

Workflow Management

Access Controls/Permissions
Approval Process Control
Configurable Workflow
Document Management
Forms Management
Mobile Access
No-Code
Task Management

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