Posted in Forms Automation

The Formstack Alternative: When Your Business Needs More

At its core, Formstack is a drag-and-drop form builder with optional, add-on features.

It’s great for basic use cases and workflows involving a form.

Organizing an event and need to create a form for registrations and payments? Formstack has you covered.

Setting up a simple workflow where a completed form gets automatically sent from person A to person B? Formstack can do that.*

*If you pay extra.

But Formstack isn’t much help when your form-based workflows get even slightly complicated.

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Posted in Forms Automation

How to Convert Any PDF to a Fillable Form

On-line processes are designed to reduce paper and make everyday tasks more efficient – but some processes require a specific document format and tend to make things more complicated. 

For example, if you’ve ever run a new hire onboarding process, you’re probably familiar with the Federal W-4 or I-9 forms. These PDF documents are often fillable, but: 

  • they’re hard to complete on mobile devices, 
  • there’s often duplicate information resulting in unnecessary data entry, and 
  • they don’t integrate with your backend systems for filing and reporting.

What good is an online form if your staff has to spend extra time manually transferring the submitted data to another format?

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Posted in Forms Automation

How to Save Data from an HTML Form to a Database

What’s the point of using smart, online forms in your recurring workflows if you still have to manually update your database(s) with information from completed forms?

That’s an unproductive use of resources and time, prone to transcription errors.

With frevvo’s Database Connector, you can easily save data from HTML forms to your SQL database, improving your productivity and data validity.

Let’s lay out exactly how you can use the Database Connector to connect online forms to your SQL database.

Start reading below, or jump right to a section:

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Posted in Forms Automation

How to Populate an HTML Form from a SQL Database

Most of your company’s important data likely lives in a SQL database.

Practically every organization has at least one SQL database and often many of them. 

But, here’s the rub: Most of your company has no idea what SQL even means, let alone how to get the information they need out of the database. So, that means your IT or development team spends an unreasonable amount of time either manually running queries and generating reports or building one-off applications and HTML forms for every department under the sun to get the data they need.

It’s not a good use of time.

What you need is a form builder with configurable SQL database integration that can help you stand up solutions quickly. Rather than rolling your own applications, you can use frevvo to build custom forms, configure advanced workflows, integrate data from a MySQL database, and ship a solution—in about an hour. 

Note: This is a fairly technical article that contains SQL queries, JavaScript etc.

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Posted in Forms Automation

Create Dynamic Forms: The No-Code Guide to Smarter Data Collection

Dynamic forms are the lifeblood of most automated business processes. 

From HR paperwork to automating accounting processes, most of the common ways that our customers use frevvo to save time and money in their business rely on smart forms that are able to do more than just collect text in a box, but perform actions based on those specific inputs. 

This functionality allows businesses to create forms that perform calculations, automatically fill in  information, or customize workflows based on the user’s inputs.

While most users would likely love this functionality, few have the resources at their disposal to achieve a truly seamless experience.

Instead, most businesses capture inputs through forms where users have to type data and read instructions and then still manually process those inputs with human time and energy. Why? Because building dynamic forms can be an enormous expense and investment that many businesses can’t make. 

For most companies, rolling your own dynamic forms and creating custom workflows can drain hundreds of hours of IT time and other resources cost thousands of dollars to implement.

This is why frevvo’s forms automation software includes a Visual Rule Builder (VRB) to allow business users to create dynamic forms without coding. Using the VRB engine with our dynamic form builder, non-technical users can easily define custom rules and logic that control how a form functions while it’s being completed, once it’s been submitted, and when it’s being processed. 

All of the custom functionality that would require manual coding and huge investment to build and maintain can be created with just a few clicks.

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Posted in Forms Automation

Responsive Forms: The Tactical Guide for Modern, Growing Organizations

The modern workforce is picking up their mobile devices and not putting them down. The BYOD (Bring Your Own Device) trend has skyrocketed in the last decade with nearly 90% of employees connecting to company networks via their mobile devices 

As this trend continues, your customers and employees expect to leverage portability and access forms and business services from anywhere and from any device. This gives customers the flexibility to interact with you anywhere and from any device. It also gives employees the freedom to keep projects moving without being chained to their desktop computers.

The end result? Your organization also saves time and resources as projects get done faster and more efficiently — and provides a better customer experience.  

There is a caveat, though.

Increased efficiency is only possible if people use your mobile apps. Poorly-designed, non-responsive forms keep them from fully enjoying and embracing the mobile experience. And for growing organizations, a frustrating mobile experience creates an unproductive work environment and employee disdain for difficult mobile applications. 

The good news is that virtually any form or workflow can be optimized for mobile. Employee onboarding, contracts and quotes, proposals, expense forms, and more—all from any device, and from any location. 

Let’s go over the characteristics of mobile-optimized forms, what they are and how to implement them into your employee’s workflow. 

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Posted in Forms Automation

Automated Form Processing: A Tactical Guide to Dealing with Forms on the Fly

Efficiency is key for high-performing businesses. Inconvenient as they are, forms, from purchase orders to travel requests, are unavoidable and abundant. Forms typically require approvals where one or more supervisors may comment and sign, and processing where the completed data fields are entered into an electronic database. This can be done manually or automatically. 

Automated form processing is much more efficient and has significant advantages over manual processing. Forms automation software streamlines tasks, saving staff time and reducing errors. Learn the benefits of automated form processing, how it works, and the best form automation software for your business.

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Posted in Forms Automation

How to Integrate Forms & Workflow With Your Document Management System

A typical organization deals with dozens of kinds of documents. These are everyday things like invoices, new hire paperwork, student records, 401(K) change request forms, contracts, purchase orders, absence records and so on.

Truth be told, you’re still likely to find large filing cabinets and folders filled with documents in many offices. People still print out their documents, stick them in a folder and put it in the corner filing cabinet. Of course, paper documents are hard to find, maintain, modify, send around etc. – the usual problems. They’re also vulnerable to disasters e.g. a fire could destroy years of information.

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Posted in Forms Automation

How Sales Order Form Templates Help Improve Business Efficiency

Automated sales orders increase cashflow and let salespeople focus on selling.

Organizations create a sales order form to list the products and services being ordered by a customer. The customer may provide one or more purchase orders (PO) for that purpose.

The sales order is a document that’s created internally by the company so that it may process the order in a controlled manner with the necessary checks, authorizations and signatures in place. Generally, the sales order form includes any associated purchase orders for convenience. In some cases, the sales order may also be sent externally to the client for signature, for example, to formally accept Terms & Conditions.

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Posted in Forms Automation

A Comprehensive Guide To An Efficient Time Off Request Form

Automating Time off Request Forms

What does a typical vacation process look like?

If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?

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