Formitize Clients’ Frequently Asked Questions in October 2017

Every month, we get a myriad of questions from you, our clients. We want to keep you satisfied – that’s why we go above and beyond to meet your every need.



Here’s this month’s edition of Formitize Clients’ FAQ:

Q: I have an account. How do I get you to formitize a paper form?

A: Formitize comes with a drag and drop form builder so you can build your own forms. There is also a wizard to automatically build a range of standard business forms for you. However, if you don’t have the time or desire to build your own forms, we have a dedicated Form Building Team that can build your forms for you. You can go to the Forms section in your Management Portal, and then go to New Forms. You can upload your paper form from there so we can build that for you.

Q: How much do I pay for the form?

A: As a proof of concept as part of a free trial, we can build your first form for free. For other forms, the cost depends on the size and complexity of your form. You can either upload it in your Management Portal under the Forms section or you can send it to sales@formitize.com.

Q: How long does it take to produce the first round of forms?

A: A form usually takes at between 24 to 48 hours to be built and tested and added into your account, depending on its size and complexity. We will send you a notice once your form is already available.

Q: Why should I use Formitize Invoice Data Capture?

A: Good question. Your business will grow immensely when you start using Formitize Invoice Data Capture.


Here are a few key benefits from implementing Formitize Invoice Data Capture:

1. Eliminate Data Entry – The main benefit of implementing an invoice data capture solution is it will eliminate most manual data entry. This saves time and eliminates the introduction of error into the data fields of your accounting system, freeing up your staff to focus on more value-adding activities, or allowing reassignment, which lowers cost.

2. Make Invoices paperless – Electronic format provides visibility as your invoices can be easily tracked. Lost invoices are no longer a problem – creating faster Workflow – with rules, reminders, and escalations built in. Because invoices can be easily retrieved, when a supplier calls, there is no need to scan a copy, reducing the issue of duplicate invoices. Thus, paper storage costs are eliminated.

For more benefits, check out Five Key Benefits from Implementing Formitize Invoice Data Capture


Featured Testimonial

“Using Formitize is the best thing I’ve ever done! Simple and really easy to use with all the Rapids Reports. Huge time saver with instant reporting. Every Pest Control business should use Formitize. My clients really love how efficient and professional my service is now that I’m powered by Formitize.”

Todd Goodwin – Owner
Intercept Termite and Pest Solutions

There you go. If there’s anything you’d like to explore – a feature or benefit that you want to learn more about – please feel free to chat with us or email support@formitize.com. You can also leave us a message in the comments section below.


Formitize – making paperwork paperless.

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