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 »
Document automation is the use of software to create, route, approve, sign, store, and track business documents without relying on manual steps at each handoff. It connects the systems where documents are created with the systems where they need to end up, so the process runs consistently regardless of volume, staffing changes, or time of
Document Automation: How to Connect Documents, Approvals, and Business Systems Read Post »
