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Description
Easily design online forms equipped with workflows, sub-forms, conditional logic, duplicate detection mechanisms, multi-level selection, lookups, tabs, and accordions. You can also establish views and filters to analyze the responses utilizing charts or pivot grids, all of which can be showcased in dynamic dashboards. Automate the generation of documents through Captisa Word Template, send PDF files as email attachments, and download either PDF or Word formats. Additionally, produce various custom PDF or Word documents from a single form or related forms. Set up automated actions within workflows that trigger when an entry is submitted or modified, ensuring emails are dispatched to different departments within your organization while enabling field entry updates. It is crucial to uphold your data's integrity by creating duplicate detection rules to minimize repeated records in your form submissions. Furthermore, you can establish form rules and recommendations that allow for the application of conditional logic without the need for coding, as these rules provide a user-friendly interface to implement and manage frequently changing and widely used protocols. This flexibility not only enhances the user experience but also streamlines the data management process significantly.
Description
Say goodbye to traditional PDFs and switch to mobile-friendly forms to significantly boost your completion rates. HelloWorks offers an innovative eSignature solution tailored for mobile devices, allowing you to convert cumbersome PDFs into a seamless and guided experience—eliminating the need for zooming and pinching. You can effortlessly download bulk data in a CSV format or utilize our API for direct integration into your preferred storage and analysis systems. Our eSignatures comply with SOCII and GDPR standards and include court-admissible audit trails for peace of mind. Designed with a mobile-first approach, our eSignatures provide users with an easy-to-navigate process for completing and signing documents. Leverage features like conditional logic, data validation, and form mapping to enhance the form-filling experience, reducing the chances of duplicate or erroneous entries. With a variety of pre-built templates, a no-code builder, interactive previews, and team collaboration options, you can focus on sending documents rather than getting bogged down in the building process. This makes your workflow smoother and more efficient, allowing you to engage with clients more effectively.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AccessOwl
No
Cornerstone SumTotal
No
DiliTrust
No
Dropbox Sign
No
Formstack
No
MYP
No
Peaka
No
Process Server's Toolbox
No
Quickwork
No
TeamDesk
No
Integrations
AccessOwl
Yes
Cornerstone SumTotal
Yes
DiliTrust
Yes
Dropbox Sign
Yes
Formstack
Yes
MYP
Yes
Peaka
Yes
Process Server's Toolbox
Yes
Quickwork
Yes
TeamDesk
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$299 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Vendor Details
Company Name
HelloSign
Founded
2010
Country
United States
Website
www.hellosign.com/products/helloworks
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
