Smart Business Hub

Introduction Uploading files one at a time is tedious. It gets worse when each one needs its own settings configured individually.

Importing customer data into a new system is slow and error-prone, especially with large spreadsheets or CRM migrations.

Introduction The Resource Drawer lets you add and edit files without navigating away. You stay on the page, do the thing, move on.

Formitize Conversations is here. Every SMS is now two-way. Conversations is a new communication tool built directly into Formitize.

Introduction Managing payment processing fees can become complicated when they appear mixed into standard invoices.

Introduction If your team is jumping between Xero and Formitize to manage quotes, someone's probably copying and pasting more than they should be.

Introduction You've always been able to create custom PDF reports. Now you can control exactly which one your customers see.

Managing ongoing work is easier when the information you need is visible at a glance.

If you’re dealing with lots of form submissions, finding the right one can quickly become a headache. Submitted Forms Filters make it simple.

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