Designed by slidesgo - Freepik

New feature
CONTRACTS OF
FORMS AND PLANNER

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Customizable contracts

Generate in addition to contracts, invoices or any type of document with the information reported in the forms and planners

This automation process saves a lot of time in managing documents with customer data

FORM

Obtain the data comfortably from the Mobile App with customizable forms

CONTRACT

Add an HTML document with variables that indicate the data to fill in

RESULT

A custom PDF document with all the data entered

Forms

Management in 3 easy steps: select, fill, send.

Forms App

Select

Each user has their list of assigned documents, they just have to click on the form/planning they need to open it.


Fill

Each type of document field is designed to fulfill its function, a text field displays a normal keyboard, a telephone field displays a numeric keyboard, a photo field opens the camera, etc.


Send

When the user finishes filling in the document, they send the report to the admin panel. This allows the Administrator to obtain the information immediately.

COMPLETED DOCUMENT

In the reports section there is a new button to obtain the fully completed document     . It includes a preview with the option to download in PDF.




Demo of a completed contract. Download document

CONTRACT MANAGEMENT

The text editor allows you to modify the document in a comfortable and simple way: it is possible to insert titles, text style, colors, tables, images, etc. Editing HTML code is also available for further customization.

In the form configuration you will find the box to activate the use of the contract. Clicking on   Manage document   opens the text editor with option to import the file directly.

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