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Overview
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Use Cases
Teams
If it’s listed below, then YES!
design my own mobile-responsive forms from scratch?
add conditional questions, i.e., a Yes/No question, and, depending on the answer, hide or show further questions?
add multiple photos with comments?
export completed forms as PDFs?
use my existing fillable PDFs as forms?
use Fluix offline via mobile app?
get automatic reminders to complete their recurring forms and tasks?
add personal notes along with submitted forms?
create a custom approval process for how forms are handled?
send forms or custom-designed reports to my clients or others when a process is completed?
design a fully automated process, with multiple forms and approvals required for different stages in the process?
set up forms and tasks that only certain members of the team can see?
archive a flattened PDF of each completed form to Sharepoint/ Dropbox/ Google Drive or other cloud software?
send forms and tasks to my team to complete?
use Fluix with external partners like customers and contractors with just a link, a text message, or a QR code?
attach files, documents, and notes to forms and tasks?
set up an unlimited number of forms for different processes with Fluix?
apply conditional logic to automatically route forms for approval to different people based on some criteria?
send data from completed forms to other software my team uses?
use data from another source (like a CRM) to pre-fill a form?
be sure Fluix is compliant with data protection security standards in order for us to connect our storage to it?
see everything that’s happening in my account on a single screen or dashboard?
pre-fill a form with data from another form that was submitted?
use Fluix seamlessly with Zapier, Make, Workato, or other no-code and automation solutions?
connect Power BI or Tableau so I can graph and chart our data?
build custom reports, adding columns with the specific data?
save report configurations with columns and filters?
view the overall process duration time and compare how task performance has changed over a defined time period?
track due dates and identify overdue tasks?
open the forms participating in the workflows or reassign tasks directly from the report?
share reports with a link or download them as CSV or Excel files?
help me set up my processes in Fluix?
connect Fluix to other systems like our CRM, Slack, etc.?
use Fluix on iOS and Android devices?
have a customer support manager assigned to me?
separate each of my projects into different Fluix accounts?
add/remove users at any time?
trust my data’s security in Fluix?
get rid of Docusign or Hellosign completely to use Fluix?
maintain HIPAA compliance using Fluix?
use our organization’s Single Sign-on?
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