Streamline Workflows,

formezy
Form builder Notification Share Forms Data & Analytics Automation & Workflows Finance Mobile Forms Security Form builder Notification Share Forms Data & Analytics Automation & Workflows Finance Mobile Forms Security Form builder Notification Share Forms Data & Analytics

The Power of Efficiency:
Experience DataNote ERP

formezy

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ERP Solutions

Services

Form_builder
Form builder

Effortlessly create dynamic, interactive forms without any coding using our powerful no-code builder. Customize forms with over 30 field types, apply real-time field validations, and integrate seamless data flow management. Enhance user experience with multi-page forms, save-and-resume functionality, and intelligent skip logic. Our Master Grid Detail and Master Checker Concept ensure structured data management and validation, reducing errors and improving accuracy. With reusable form templates and customizable user access rights, streamline form creation while maintaining data security. Enjoy responsive design and automated notifications for a seamless, efficient form-building experience.

notification
Notification

Keep respondents and teams informed with instant notifications upon form submission. Automatically redirect users to a success page, another form, or a custom URL to confirm successful entries. Enhance communication with real-time email and SMS notifications, ensuring users receive immediate confirmation and important updates. Facilitate seamless collaboration by integrating with Teams channels, allowing your team to stay updated and work efficiently. With automated alerts and smart redirection, streamline your workflow and improve user engagement effortlessly.

share_forms
Share Forms

Effortlessly distribute your forms with multiple sharing options for seamless accessibility and engagement. Share a direct permalink with respondents for easy access or embed forms into your website for a fully integrated experience. Enable controlled distribution by selectively sharing forms with specific teams or groups within your organization. Streamline outreach with email campaign integration, ensuring recipients receive forms directly in their inbox. With flexible sharing options, maximize participation and simplify the form distribution process.

data_analytics
Data & Analytics

Gain complete control over your collected data with powerful data management and analytics features. View submissions in a structured table format with customizable filters for easy organization and analysis. Effortlessly generate reports by exporting data in CSV for in-depth analysis or PDF for seamless documentation. Customize documents by merging form responses to create personalized reports. Automatically convert submissions into downloadable PDFs for easy archiving. Leverage advanced analytics to track submission trends, monitor form performance, and gain insights into user behavior. With UTM tracking, measure goal attainment and optimize lead generation strategies effectively.

automation_workflows
Automation & Workflows

Optimize efficiency with seamless automation and structured workflows. Instantly route form data to your preferred applications using real-time webhook integration. Automate email workflows to trigger responses based on specific conditions, ensuring timely communication. Enhance productivity by integrating form submissions directly into your existing applications for a smooth workflow. Implement multi-level approval processes to streamline decision-making and maintain structured operations. Easily assign tasks to team members, ensuring efficient workload distribution and improved collaboration. With intelligent automation, simplify complex processes and enhance operational efficiency effortlessly.

finance
Finance

Streamline financial transactions with secure and automated payment processing. Accept payments directly through your forms using trusted payment gateways, ensuring seamless and secure transactions. Effortlessly generate invoices and receipts from submitted form data, simplifying documentation and record-keeping. Automate real-time calculations within forms to determine costs and facilitate smooth payment collection based on user inputs. Enhance communication by sending instant confirmation emails to both respondents and administrators upon successful submissions. With integrated financial features, manage transactions efficiently while providing a seamless user experience.

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Mobile Forms

Empower data collection on the go with our feature-rich mobile forms. Capture and submit data even without an internet connection using offline availability, ensuring seamless access anytime, anywhere. Enhance submissions by capturing and uploading images directly from your phone or scanning QR codes and barcodes for swift data entry. Secure approvals with digital signatures and automatically populate location fields with geolocation tracking. Enable kiosk mode to transform your device into a dedicated data collection terminal for events and surveys. With mobile-first functionality, streamline form submissions effortlessly from any location.

security
Security

Protect your data with industry-leading security features designed for trust and compliance. Ensure safe form access with SSL certification, encrypt sensitive fields for enhanced confidentiality, and stay compliant with GDPR regulations to safeguard user privacy. Prevent spam submissions with CAPTCHA verification and improve email reliability with DKIM authentication. Maintain transparency with a detailed form audit log, tracking all modifications for accountability. With robust security measures in place, your data remains protected, secure, and accessible only to authorized users.

Formezy Data Management Process
Formezy

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Industries We Serve

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Engineering

Engineering

Food and Beverages

Food and Beverages

Metal Processing

Metal Processing

Plastics and Rubber

Plastics and Rubber

Textile and Garments

Textile and Garments

Chemical and Pharma

Chemical and Pharma

Solar and Electronics

Solar and Electronics

Building Material

Building Material

Casting Foundry

Casting Foundry

Trading

Trading

Healthcare

Healthcare

Freight Forwarding

Freight Forwarding

Frequently Asked Questions

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