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What is Youreka?

Imagine the transformation of field technician roles: moving from simple checklist tasks to active involvement in audits, installations, inspections, and assessments that adapt to real-time situations. This advancement allows for the seamless production and completion of forms on a grand scale, while also managing analytics and improving workflows, all within the secure and user-friendly Salesforce environment. Tailored specifically for Salesforce, this mobile solution offers procedural assistance, enforces uniform practices, and collects data even when offline. Equipped with a straightforward drag-and-drop template builder, customizable styling features, and the option to duplicate templates and questions for quicker setup, it significantly enhances operational efficiency. By accumulating an extraordinary volume of information within a single integrated tool, it minimizes risks effectively. Technicians can perform tasks offline, create and adjust Salesforce records without an internet connection, and automatically sync with Salesforce once back online. This cutting-edge strategy not only elevates productivity levels but also guarantees the consistency and reliability of data throughout all processes. Ultimately, this evolution marks a new era in field service, where technology empowers technicians to work smarter and more effectively.

What is HelloWorks?

Ditch the old-fashioned PDFs and embrace mobile-optimized forms to dramatically improve your completion rates. HelloWorks presents an advanced eSignature solution designed specifically for mobile platforms, transforming bulky PDFs into an intuitive and guided experience—removing the hassles of zooming and pinching. You can easily export bulk data in CSV format or connect through our API for direct integration with your preferred storage and analytical systems. Our eSignatures meet SOCII and GDPR compliance standards and come with court-admissible audit trails for your reassurance. With a focus on mobile usability, our eSignatures offer users a straightforward process for completing and signing documents. Enhance the form-filling experience with features like conditional logic, data validation, and form mapping, which help minimize duplicate or incorrect entries. Featuring a range of ready-to-use templates, a user-friendly no-code builder, interactive previews, and options for team collaboration, you can prioritize sending out documents instead of getting overwhelmed in the setup phase. This streamlines your workflow and boosts efficiency, enabling better engagement with your clients and a more polished service offering. Ultimately, HelloWorks transforms the document signing process into a more modern and effective experience for everyone involved.

Media

Media

Integrations Supported

Cornerstone SumTotal
Dropbox Sign
Formstack
MYP
Peaka
Process Server's Toolbox
Quickwork
Salesforce
TeamDesk
Zoho Directory

Integrations Supported

Cornerstone SumTotal
Dropbox Sign
Formstack
MYP
Peaka
Process Server's Toolbox
Quickwork
Salesforce
TeamDesk
Zoho Directory

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$299 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

Youreka

Date Founded

2008

Company Location

United States

Company Website

www.youreka.io

Company Facts

Organization Name

HelloSign

Date Founded

2010

Company Location

United States

Company Website

www.hellosign.com/products/helloworks

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

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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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