Companies that collect a lot of data, manage numerous document types, contacts, checklists, agreements, etc. and often need to create mobile business forms. For these tasks, they need a form builder that is both easy to use and equipped with the necessary features.
Choosing one may be difficult as the modern tech market has grown a lot recently and has been offering multiple options. And although there is no one-fits-all solution for everyone, there are basic features to look for in a PDF form creator.
Below, read about five must-have features to focus on when choosing a form builder for your own organization.
When selecting a form builder, keep in mind that your project admins or account managers may not be very good at using digital tools, not to mention coding skills. And end users, such as builders, technicians, engineers, are typically even less comfortable with them.
A user-friendly interface is one of the elements that determines productive work with forms. Logically arranged elements, clear button names, structured toolbars and tool menu, consistent controls sizes and colors, no disruptive text – all this is important for the satisfactory builder experience.
Sometimes there is a process that needs to be addressed quickly. For example, you need to create and send a checklist for manager’s approval or distribute safety talks between new crew members. This is when pre-made form templates can save you much time. You simply select the one that fits your needs, edit it quickly and get a quick start with the task.
Builders that feature not only fields but ready blocks are twice faster to use. Imagine you need to create an inspection checklist. You start with a blank slate but instead of adding separate fields with a logo, project name and ID, date, location, etc., you simply add a ready header block. It already features all the fields that are typically needed for a checklist. If needed, you can add additional fields separately, but a ready block saves you several moments for sure.
And if you create a dozen of such forms every day, ready blocks can be a real time-saver and task simplifier.
Conditional formulas are logical rules that can be applied to fields. Conditional fields display a certain value, or trigger a calculation based on the rule (condition) you set. “IF,” “SUMIF,” and COUNTIF” belong to the most typical conditional formulas.
Conditional formulas are mostly used for reports, financial documents or sales contracts that presuppose management of certain numbers. For example, a timesheet, a form that tracks working hours, may feature conditional fields. The user fills in Time In/Out fields and Break Fields, and the form automatically calculates total working hours.
Simply collecting data isn’t enough. You need to be able to export your form entries to use it for analysis and further actions. Make sure forms you build in the form creator are fillable and can be integrated with tools for data processing.
Using a mobile form maker in Fluix, you can quickly recreate all your paper-based forms as electronic fillable forms or web formats. Use a ready template from the library, customize fields based on your needs, and add еру form to workflows straight in the Fluix admin.
Why else you may want to use Fluix as form builder software
Digital forms help organizations collect different kinds of data. To build these forms, you need a professional form creator that is both easy to use and has the necessary functionality to integrate with workflow software and analytical tools. Before choosing one, make sure to check subscription plans and reviews.