The decision you are actually stuck on is almost never which platform has the nicer signing screen. It is this: a form comes in, a document has to be generated from it, sent to two people in order, and when the last signature lands, something else has to happen — an invoice, a CRM stage
E-Signature Platforms for SMBs: What Survives Automation Read Post »
Somebody in your office has two windows open. On the left is a form submission — a name, an email, a service, a quantity, a rate. On the right is QuickBooks Online, and they are typing the same figures in again. They do it forty times a week. Most of the time they get it
Cognito Forms to QuickBooks Online: The Build Read Post »
A foreman finds rock where the drawings said clay. He calls the PM, the PM says go ahead, and the crew works the rest of the day on a verbal. Three weeks later the office is trying to bill for it, the client says nobody told them, and the only record anyone can produce is
Build a Change Order Approval Workflow in Cognito Forms Read Post »
