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GoFormz - Mobile Forms and Workflow
Collect data using mobile forms and instantly update Salesforce records
- Business Need
- Document Generation
Arm your teams with digital forms that look exactly like existing work documents – no code required. Collect Images, GPS, Sketches, and eSignatures. Create or update Salesforce records with form data and dispatch pre-populated forms to teams anywhere.
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Showing 6 of 6 Reviews
GoFormz closed the missing link
We've been using GoFormz for over 5 years. Glad to see now we have the option to use it on Salesforce platform. Easy to use, easy to setup. Few times we've needed support they were quick to respond and quick to resolve the issue. End-user adoption was quite smooth and almost no training needed.
GoFormz is the Greatest
GoFormz allows you to customize your own forms and report data in a simple way. They're continuing to improve and be ahead in the industry while keeping their software user friendly. Their customer support is fast and helpful and I've never had a bad experience with them. GoFormz is a great company to partner with as it's helped our company grow and begin to learn new things.
User and Admin friendly data collection tool
Goformz gives us incredible visibility into the 5,000+ services our technicians perform every month! It is easy to setup and administer. Dynamic form properties allows valuable customization to improve workflow efficiency and reduce input errors. The ability to quickly and easily pull detailed data reports about our team or services is very valuable and allows us to make quick, but informed decisions.
Powerful product with endless applications
Goformz has provided us a mobile forms solution that has been flexible, easy to use, and has never stopped evolving. We have been able to utilize the product dynamically in the field as well as in the office and easily integrate it into many of our other products including Salesforce. On top of the great product, the support team at Goformz has always been by our side to deliver us the highest level of support and solutioning.
Powerful tool
Our field engineers are using GoFormz to fill out service reports and send them directly back to SalesForce once the job has been completed. The App automatically updates important fields on our Cases that trigger flows and notifications to other departments, which has helped us to significantly reduce the time between job completion and invoicing.
Easy sync between forms and Salesforce fields
This solution worked great for our team who needs to visit external sites, it is easy for them to see prepopulated information from Salesforce in their form, they finish filling in with the installation details and when they are done, this data is synced back to Salesforce, this saves a lot of time and makes the process more efficient!