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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

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

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