Move every lead forward with a sales pipeline Kanban
Formitize now has a sales pipeline Kanban: a new way to view your leads, alongside List View and Card View.
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News & Updates
Latest news, updates and features
Describe the records you need and AI Search filters the table
With AI Search, you can filter tables in the Formitize web portal by describing what you want to see.
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Keep Important Notes Front and Centre with Pinned Notes
What’s New: Pinned Notes You can now add a pin to important notes, making it easier to prioritise the information that matters most.
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Spend Less Time Starting from Scratch with Formitize AI
What’s New: Formitize AI Formitize AI provides additional assistance when creating and configuring key areas of Formitize.
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Action Logs – See What Happens After a Form Is Submitted
What’s New: Action Logs Action Logs provide a clear record of the actions processed after a form is submitted. You can now: See which actions were successfully processed.
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Customise Your Workspace with Formitize Dashboards
What’s New: Customisable Dashboards Formitize Dashboards give you greater control over what users see when they log in.
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Customise Your Job Scheduler to Match the Way Your Business Works
No two businesses schedule work the same way. A system that ignores that just creates friction.
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Improved Resource Management: Better Folders & Version History
Documents drift. Procedures get updated, certificates renewed, pricing revised, and somewhere in the mix someone's still working from last year's version.
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