Disclosure: Norvet MSP may earn a commission if you sign up through this link.
Try Formstack (opens in a new tab)Who it is for
Any office that still collects information by paper, PDF, or email: intake, onboarding, work orders, permission slips.
Why start here
If someone on your team retypes the same information from one place to another, that is the cheapest thing to automate. Forms are where it starts.
How it fits your business
- A new client fills out an online intake form and the answers land where your team needs them.
- A contract is generated from the answers and sent for a signature.
- A new hire completes onboarding forms before day one.
How to explain it to your boss or team
Copy this into an email and change what you need.
We spend hours retyping information from paper and PDF forms. Formstack provides online forms, document generation, and e-signatures, with connections to other business tools. I would like to test it on one form, such as client intake.
Not the right fit if…
- You collect very little paperwork, so a basic free form tool is enough.
- You need a regulated workflow such as medical records. Check the vendor’s compliance terms first.
Disclosure: Norvet MSP may earn a commission if you sign up through this link.
Try Formstack (opens in a new tab)Want us to set this up for you? Talk to Norvet.
Go deeper: Try the Manual Process Cost Calculator.