E-Signature Platforms for Small Business: Which One Survives Being Wired Into a Workflow 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 […]
E-Signature Platforms for SMBs: What Survives Automation Read Post »
Connecting Cognito Forms to QuickBooks Online: the build, and the four places it goes wrong 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
Cognito Forms to QuickBooks Online: The Build Read Post »
Build a Change Order Approval Workflow in Cognito Forms 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
Build a Change Order Approval Workflow in Cognito Forms Read Post »
