FileInvite
Content Snare
Oracle Bharosa
Clustdoc
Kount Complete
Sanction Scanner
DocuSign
KYC Portal
Google Forms
Survey Monkey
Typeform
Jotform
Qualtrics
Wufoo
Formstack
Paperform
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients โ set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
FileInvite Google FormsFileInvite is particularly recommended for professionals and businesses in sectors such as finance, legal, real estate, insurance, and any other industries where there is a frequent requirement to request, collect, and manage documents from clients or stakeholders in a secure and organized manner.
Helps my company solve many issues. We collect information from clients and employees. We conduct surveys and collect data. Very useful software. Helps form a common opinion, conduct analysis and analytics.
One of our customers said: Our small mining operation needed to go from paper based process to digital forms. At first, Google forms allowed us to use this Web-based platform that lets individuals and businesses of all sizes build customizable forms to conduct surveys and generate real-time response charts.
We saw that a small sample of our field workers quickly adopted the new way of working.
Step 1: accomplished.
Now unto step 2.
How do we deploy this unto our whole team? We needed email notifications, offline response collection when without wifi on the field. Our CIO and his director of operations needed deep data and trends analysis as well. Our inspectors, when doing their audits, needed to capture approx. 25 high definition pictures, some audio notes and a video which wasn't really possible with google forms.
So, we can 100% credit the use of google forms to our transition towards a paperless process, but as we navigated saashub.com a little more, we were able to discover a world of alternatives. We strongly suggest to start using google forms before undergoing a big implementation plan towards such enterprise level inspection tools like nspek or even cheaper solutions like prontoforms.
I am not sure if we would start with google's solution first if we would to do this digital transformation all over, but it did allow us to discover it's limits pretty quickly.
At some point, we needed custom fields and functions, and none of us was able to code, so the nSpek training that comes with the application definitely sets it's self apart, giving us full autonomy.
Content Snare - Document collection for accounting firms, mortgage brokers, law firms, and professional services. Auto-saves, auto-reminds, ISO 27001 certified.
Survey Monkey - Create and publish online surveys in minutes, and view results graphically and in real time. SurveyMonkey provides free online questionnaire and survey software.
Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.
Typeform - Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device. Try it FREE!
Clustdoc - Clustdoc is a professional Client Onboarding and Verification Software.
Jotform - Free Online Form Builder & Form Creator
