Ratings and Reviews 216 Ratings
Ratings and Reviews 7,635 Ratings
What is onPhase?
What is Jotform?
Integrations Supported
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing Information
Supported Platforms
Supported Platforms
Customer Service / Support
Customer Service / Support
Training Options
Training Options
Company Facts
Organization Name
onPhase
Date Founded
2000
Company Location
United States
Company Website
www.onphase.com
Company Facts
Organization Name
Jotform
Date Founded
2006
Company Location
United States
Company Website
www.jotform.com
Categories and Features
Accounting
Simplify the challenges of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.
Accounts Payable
Ease the strain of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments while effortlessly connecting with your ERP system.
Accounts Receivable
Utilize adaptable and secure payment solutions for both incoming and outgoing transactions. Decrease Days Sales Outstanding (DSO) by offering user-friendly billing options for consumers, and protect your profits by implementing incentives for early payments.
AP Automation
Reduce the strain of monotonous duties and lengthy invoice approval processes through accounting automation, enabling you to efficiently capture, authorize, and process payments, all while effortlessly syncing with your ERP system.
Business Process Management
Docuphase provides an extensive range of smart financial solutions aimed at enhancing predictability, transparency, and operational efficiency. Our offerings encompass Document Management, Invoice and Data Capture, Forms & Workflow, Accounts Payable Automation, and Payments to Vendors and Suppliers. Each component is crafted to streamline and automate back-office functions, enabling CFOs to concentrate on higher-priority responsibilities.
Data Entry
Achieve an impressive 99.99% precision with our innovative OCR technology, which is powered by AI and supported by human expertise. This advanced solution effortlessly processes headers, line items, and handwritten notes, significantly reducing the time required for manual data entry.
Document Generation
DocuPhase revolutionizes the way finance departments manage essential paperwork, including contracts, invoices, receipts, financial statements, and purchase orders. By converting physical documents into digital formats, DocuPhase creates a centralized, user-friendly repository that streamlines data storage and retrieval, ultimately improving security and ensuring compliance.
Document Management
Revolutionizing the management of essential financial documents like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase streamlines the process by converting paper records into digital formats. This transformation allows for the consolidation of documents into a user-friendly repository, making data storage and retrieval more straightforward while improving security and ensuring compliance.
Electronic Data Capture
Achieve an impressive 99.99% precision with our advanced OCR technology, which combines artificial intelligence and human expertise to interpret headers, line items, and handwritten notes. This results in significantly reduced manual data entry time.
Finance
Streamline your workflow by automating tedious tasks and expediting invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.
Forms Automation
Streamlines the gathering, directing, authorization, and communication workflows for expense approvals, vacation requests, and new employee onboarding. Guarantees the appropriate participants are engaged at every stage of your procedure, regardless of its simplicity or complexity, reducing hold-ups and obstacles.
OCR
Achieve an impressive 99.99% precision with our advanced OCR technology, which combines AI capabilities with human support to effectively interpret headers, line items, and handwritten annotations. This translates to a significant reduction in time spent on manual data entry.
Workflow Management
Streamlines the gathering, directing, authorization, and communication procedures for expense approvals, leave requests, and employee onboarding. Guarantees that the appropriate parties are engaged at every stage of your workflow, regardless of its simplicity or complexity, reducing hold-ups and obstacles.
Categories and Features
AI Agent Builders
The Jotform AI Agent Builder is an innovative solution that empowers businesses to develop and tailor AI-driven customer service representatives without any coding knowledge. This versatile tool enables companies to create AI agents that assist users in navigating forms, respond to common inquiries, schedule appointments, and send out automated email communications. These intelligent agents can be integrated into multiple communication platforms, such as phone calls, chat interfaces, and messaging applications like WhatsApp and Messenger. With extensive customization capabilities, businesses can modify the agent's tone, behavior, and visual design to reflect their brand identity. Offering support for multiple languages and round-the-clock service, these AI agents significantly enhance operational efficiency, minimize response times, and boost customer satisfaction levels.
AI Agents
Jotform AI Agents are sophisticated automated customer support solutions designed to deliver immediate assistance through various platforms, including phone, chat, voice, and popular messaging services like WhatsApp and Messenger. With a user base exceeding 25 million globally, Jotform allows organizations to seamlessly incorporate AI-powered agents into their operations without the need for programming skills. These AI agents can assist with a range of functions, such as helping users complete forms, responding to inquiries, and automating processes like scheduling and email communications. Featuring more than 7,000 customizable templates, businesses can tailor the look and feel of their AI agents to align with their branding. Jotform's AI-driven Agents enhance operational efficiency by offering round-the-clock support, minimizing response times, and elevating customer satisfaction through multi-language capabilities and real-time performance tracking.
App Makers
Jotform Apps offers a user-friendly, no-code platform that simplifies the process of app creation for businesses. With its intuitive drag-and-drop interface, users can design fully customizable applications without any coding skills. This tool enables the integration of forms, widgets, and various services into a single cohesive app, perfect for gathering data, scheduling meetings, managing payments, and streamlining workflows. Companies can tailor their apps by incorporating their logos, color schemes, and other branding elements, and they can easily share their creations via links, QR codes, or social media channels. The apps are compatible with smartphones, tablets, and desktops, allowing users to gather information conveniently from anywhere at any time. Additionally, Jotform provides a library of over 600 templates to help kickstart the app development process for diverse business purposes.
Customer Experience
Customer Feedback
Data Entry
Digital Signature
Jotform Sign is an intuitive electronic signature platform designed to help businesses efficiently create, distribute, and gather signatures on documents within minutes. This tool enables users to seamlessly convert PDFs into electronic signing documents and obtain signatures securely from any location at any time. With features like automated workflows, users can send documents for signing and automatically store them in cloud storage for convenient access. Companies can personalize their documents, incorporate signature fields, and send them to multiple signers effortlessly. Jotform’s secure environment guarantees that all signatures are legally binding and adhere to a variety of regulations, including eIDAS, the e-SIGN Act, and UETA.
Document Management
Donation Management
eCommerce
Jotform Store Builder empowers businesses to swiftly and effortlessly establish an online store without any coding skills. Its intuitive drag-and-drop interface allows users to personalize their storefront, add products, set pricing, and enhance the shopping experience. Users can offer a variety of items, services, subscriptions, and even accept donations, all while processing payments through more than 40 payment gateways, including PayPal and Stripe. The platform includes beneficial features such as order management, instant sales notifications, and a smooth checkout process that doesn't require customers to create accounts. With a library of over 300 customizable store templates and various integration options, Jotform makes it simple and secure for businesses to get their online stores up and running.
Employee Engagement
Employee Recognition
Forms Automation
Government
Higher Education
HIPAA Compliance
Market Research
No-Code Development
Nonprofit
Online Form Builders
Jotform is a user-friendly, no-code solution that has gained the trust of more than 30 million users globally. It features a robust form builder designed to assist businesses in gathering data effectively. With an extensive selection of over 10,000 templates, you can easily create personalized forms, surveys, and online shops tailored for leads, payments, registrations, and other purposes, all without needing any coding skills. Jotform integrates effortlessly with more than 150 business applications, including CRMs, email platforms, and payment processors, streamlining your workflows. Furthermore, Jotform's AI Agents can enhance customer service by helping users, responding to inquiries, and facilitating smooth form submissions. The platform also includes features to convert collected data into insightful reports, PDFs, and automated approval workflows, boosting efficiency and minimizing manual tasks.
PDF Editors
Jotform PDF Editor empowers organizations to effortlessly generate high-quality PDF documents based on the responses gathered from forms. Featuring an intuitive drag-and-drop interface, users can craft personalized PDFs that convert data into well-designed invoices, contracts, event registrations, and much more. With access to over 1,700 templates or the option to build a document from the ground up, sharing PDFs via email, cloud services, or social networks is a breeze. The platform also includes fillable PDF forms and offers features such as customization, electronic signatures, and conditional logic, ensuring that your documents maintain a professional appearance while being easy to share. Additionally, it streamlines operations by automatically producing PDFs for every form submission, enhancing time management and workflow productivity.
Registration
Spreadsheet
Jotform Tables serves as a comprehensive solution tailored for businesses looking to gather, structure, and oversee data with ease. This versatile tool enables users to effortlessly gather information through forms, bring in pre-existing data, or add new entries manually into personalized tables. Collaboration is made simple with features that allow users to share workspaces and monitor updates as they happen. With enhanced functionalities such as various column types, adaptable views, and automated workflows, companies can handle their data management tasks more proficiently. Additionally, Jotform Tables facilitates automatic PDF generation, straightforward data export options, and compatibility with over 200 applications, all aimed at optimizing data handling and enhancing team productivity.