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Description
A versatile workflow software designed for all users. Manage and monitor a comprehensive database of forms efficiently. Gain Control. Understand the Overall Picture. The customizable CRM template empowers you to generate deals, track deal activities, and observe deal progress through an intuitive drag-and-drop kanban board, along with a calendar feature to monitor activities and much more! Enter employee information and seamlessly route the form concurrently to HR, accounting, IT, and the office manager for processing. When a purchase request is submitted, it can be directed to a manager for evaluation, enabling them to either approve or deny the request. The platform includes forms for HR to establish employee leave entitlements and for employees to submit leave applications, requiring management authorization and more. With WorkflowFirst, you gain access to a tailored forms package, a database, and workflow management software, all integrated into a user-friendly interface that anyone can configure without needing programming expertise. You can set up forms to be automatically dispatched to one or multiple users or even specific groups, contingent on defined conditions or scripts. Additionally, the dashboard ensures that no task is overlooked, enhancing overall productivity and efficiency. This comprehensive approach helps streamline operations and empowers teams to work more cohesively.
Description
The mobile forms software is loved by busy AF technicians.
View your submitted forms as a proportional block widget
Click on the form type to drill down and view key performance indicators.
Drill down for a filtered grid view with customized columns
Print to PDF
Export all collected information to Excel
Receive emails automatically
Our RESTful API allows you to integrate with other software.
Create and edit your own forms with our easy-to-use tool.
Drag and drop interface
Excel-like table grids that are fully controllable
Calculated fields
Clonable sections, forms, and field controls
Automatic form version control
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99 one-time payment
Free Trial
Free Version
Pricing Details
$30/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
RiaForm Technology
Founded
2004
Country
United States
Website
workflowfirst.com
Vendor Details
Company Name
XForms, LLC
Founded
2017
Country
United States
Website
xformsmobile.com
Product 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
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product 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