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What is XForms Mobile?

Busy AF technicians have a strong appreciation for the mobile forms software, which streamlines their workflow. You can visualize your submitted forms as a proportional block widget, and by clicking on the form type, you can explore essential performance metrics. For a more detailed look, drill down to access a filtered grid view complete with custom columns or utilize the print to PDF feature. Additionally, you can export all gathered data to Excel and receive automatic email notifications. Our RESTful API facilitates seamless integration with other applications, enhancing your operational efficiency. With our user-friendly tool, you can create and modify your own forms effortlessly. The software boasts a drag and drop interface, fully controllable Excel-like table grids, and calculated fields for accurate data management. You also have the ability to clone sections, forms, and field controls, along with an automatic form version control system to keep everything organized. This comprehensive suite of features ensures that technicians can focus more on their tasks and less on administrative burdens.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$30/month/user
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

XForms, LLC

Date Founded

2017

Company Location

United States

Company Website

xformsmobile.com

Company Facts

Organization Name

RiaForm Technology

Date Founded

2004

Company Location

United States

Company Website

workflowfirst.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Drag & Drop
Version Control

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

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