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Formitize

Formitize

The smart business platform
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From the vendor's website

Automate, go paperless and scale your business with ease.

Our review of Formitize

Product highlights

Screenshots of Formitize

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Visit Formitize's features page

Capabilities and features of Formitize

Our software experts have identified these features of the system:

Unknown

Capture data using forms

Unknown

Geolocate

Unknown

Deploy on mobile devices

Unknown

Manage tasks

Unknown

Manage contacts

Unknown

Secure company data

Unknown

Visualise data

Unknown

Generate reports

Unknown

Store data

Unknown

Quote customers

Unknown

Edit written content

Unknown

Invoice customers

Unknown
Dashboard(s) 🛈
Dashboard(s)
Unknown
Record of customer interactions 🛈
Record of customer interactions
Unknown
Online customer access 🛈
Online customer access
Unknown
Branded invoices 🛈
Partially customisable invoices
Unknown
Scheduled reports 🛈
Scheduled reports
Unknown
Branded quotes 🛈
Branded quotes
Unknown
Contact database 🛈
Database of contacts
Unknown
Task Kanban board 🛈
Task Kanban board
Unknown
Headings 🛈
Headings
Unknown
Text field 🛈
Text field
Unknown
Drag-and-drop form designer 🛈
Drag-and-drop form designer
Unknown
Progressive web app (PWA) 🛈
Web app designed for use on mobile.
Unknown
Role-based permissions 🛈
Role-based permissions
Unknown
Map integration 🛈
Map integration
Unknown
User's location 🛈
User's location
Unknown
Quote approval 🛈
Approve quotes before they are sent to customers
Unknown
Capture photos of task 🛈
Take pictures to attach to the task (Images)
Unknown
Task approval 🛈
Mark that completion of a task has been approved
Unknown
Customer signatures 🛈
Require a signature to mark a job as complete
Unknown
Task reminders 🛈
Get reminders of task due dates
Unknown
Task instructions 🛈
Include detailed instructions within the system
Unknown
Custom invoices 🛈
Fully customisable invoices
Unknown
Custom quotes 🛈
Custom quotes
Unknown
Contact categories 🛈
Categorisation of contacts
Unknown
Bulleted lists 🛈
Bulleted lists
Unknown
Number field 🛈
Number field
Unknown
Task statuses 🛈
Move your tasks through different statuses
Unknown
Native iOS app 🛈
Native iOS app
Unknown
Geocoding 🛈
Find location data from address
Unknown
Table-level access permissions 🛈
Access permission at database table level
Unknown
Currency field (money) 🛈
Currency field (money)
Unknown
Wizard-based configuration 🛈
Wizard-based configuration
Unknown
Word templates 🛈
Microsoft Word templates
Unknown
Custom proposals 🛈
Custom proposals
Unknown
Numbered lists 🛈
Numbered lists
Unknown
Date field 🛈
Date field
Unknown
Native Android app 🛈
Native Android app
Unknown
Distance calculation 🛈
Distance calculation
Unknown
Record-level access permissions 🛈
Secure specific records in your database, while giving access to other records in the same table.
Unknown
Duration field 🛈
Duration field
Unknown
Time field 🛈
Time field
Unknown
Engagement letters 🛈
Engagement letters
Unknown
Boolean field (checkbox/yes-no/toggle/switch) 🛈
Boolean field (checkbox/yes-no/toggle/switch)
Unknown
Offline mode 🛈
Offline mode
Unknown
Proximity search 🛈
Proximity search
Unknown
Column-level access permissions 🛈
Give access to specific fields of a record only
Unknown
URL field (link) 🛈
URL field (link)
Unknown
Multi-column layouts 🛈
Multi-column layouts
Unknown
Email field 🛈
Email field
Unknown
Access logs 🛈
Access logs
Unknown
Tabbed layouts 🛈
Tabbed layouts
Unknown
Address field (location) 🛈
Address field (location)
Unknown
Phone number field 🛈
Phone number field
Unknown
Repeating sections 🛈
Users can add multiple instances of the section to the form
Unknown
File upload field (attachment) 🛈
File upload field (attachment)
Unknown
Table of linked records 🛈
Table of linked records
Unknown
Multi-page forms 🛈
Paginated forms
Unknown
Custom reports 🛈
Fully customisable reports
Unknown
Single-select field (dropdown/option/radio) 🛈
Single-select field (dropdown/option/radio)
Unknown
Tables 🛈
Tables
Unknown
Task time estimates 🛈
Task time estimates
Unknown
Bulk invoicing 🛈
Create batches of invoices
Unknown
Two-factor authentication 🛈
Two-factor authentication
Unknown
Mobile-friendly pages 🛈
Responsive pages useable on a mobile device
Unknown
Interactive pricing 🛈
Interactive pricing
Unknown
Task duration 🛈
Task duration
Unknown
Recurring invoices 🛈
Recurring invoices
Unknown
Expandable content 🛈
Expand or collapse nested content
Unknown
Multi-select field (tags) 🛈
Multi-select field (tags)
Unknown
Multiple versions 🛈
Multiple versions
Unknown
Task due dates 🛈
Task deadlines
Unknown
Form templates 🛈
Form templates
Unknown
Blocks for custom HTML/CSS 🛈
Blocks for custom HTML/CSS
Unknown
Blocks for custom JavaScript 🛈
Blocks for custom JavaScript
Unknown
Reusable components 🛈
Reusable components
Unknown
Formula field 🛈
Formula field
Unknown
Rating field 🛈
Rating field
Unknown
Task priorities 🛈
Task priorities
Unknown
Emoji 🛈
Emoji
Unknown
User field 🛈
User field
Unknown
Export reports to CSV 🛈
Export reports to CSV
Unknown
Encryption in transit 🛈
Encryption in transit
Unknown
Required fields 🛈
Make fields mandatory
Unknown
Task dependencies 🛈
Task dependencies
Unknown
@Mentions 🛈
Mention other users
Unknown
Related records (foreign key) 🛈
Related records (foreign key)
Unknown
Encryption at rest 🛈
Encryption at rest
Unknown
Mirrored fields 🛈
Changes reflected in two tables
Unknown
Customer-specific encryption key 🛈
Customer-specific encryption key
Unknown
Rollup fields 🛈
Combine data from related tables
Unknown
Lookup field 🛈
Display data from a related table
Unknown
IP filtering 🛈
IP filtering
Unknown
Sub-tasks 🛈
Sub-tasks
Unknown
PCI DSS compliance 🛈
PCI DSS compliance
Unknown
Conditional logic 🛈
Conditional logic
Unknown
Unlimited sub-sub-tasks 🛈
Nest tasks within other tasks
Unknown
ISO 27001 certification 🛈
ISO standard on information security.
Unknown
Task checklists 🛈
Checklist of activities within each task
Unknown
File attachments 🛈
Attach files to tasks
Unknown
Sub-pages 🛈
Nest pages within other pages
Visit Formitize's integrations page

Formitize integrations

Accounting

Unknown
Citrix ShareFile 🛈
Access files from Citrix ShareFile
Unknown
Egnyte 🛈
Access files from Egnyte
Unknown
Unito 🛈
Integrates with Unito
Unknown
Microsoft Power Automate 🛈
Integrates with Microsoft Power Automate
Unknown
Magento 🛈
Integrates with Magento
Unknown
Ebay 🛈
Integrates with Ebay
Unknown
Amazon 🛈
Integrates with Amazon
Unknown
Squarespace 🛈
Integrates with Squarespace
Unknown
WooCommerce 🛈
Intergrates with WooCommerce
Unknown
BigCommerce 🛈
Integrates with BigCommerce
Unknown
GoCardless 🛈
Integrates with GoCardless
Unknown
PayPal 🛈
Integrates with PayPal
Unknown
Stripe 🛈
Integrates with Stripe
Unknown
Shopify 🛈
Integrates with Shopify
Unknown
Pabbly Connect 🛈
Integrate with Pabbly Connect
Unknown
Microsoft Active Directory 🛈
Log in with Microsoft Active Directory
Unknown
Tableau 🛈
Integrates with Tableau
Unknown
Microsoft SharePoint 🛈
Access files from SharePoint
Unknown
Microsoft OneDrive 🛈
Access files from OneDrive
Unknown
Box 🛈
Access files from Box.com
Unknown
Dropbox 🛈
Access files from Dropbox
Unknown
Google Drive 🛈
Access files from Google Drive
Unknown
Azure Single Sign-On (SSO) 🛈
Log in with Azure Active Directory
Unknown
Power BI 🛈
Integrates with Microsoft Power BI
Unknown
Apiant 🛈
Integrates with Apiant
Unknown
Sage Payroll 🛈
Integrates with Sage Payroll
Unknown
KashFlow Payroll 🛈
Integrates with KashFlow
Unknown
FreeAgent Payroll 🛈
Integrates with FreeAgent Payroll
Unknown
Xero Payroll 🛈
Integrates with Xero Payroll
Unknown
Workato 🛈
Integrates with Workato
Unknown
tray.io 🛈
Integrates with tray.io
Unknown
Automate.io 🛈
Integrates with Automate.io
Unknown
Make (formerly Integromat) 🛈
Integrates with Make (formerly Integromat)
Unknown
Zapier 🛈
Integrates with Zapier
Unknown
Microsoft 🛈
Log in with Microsoft
Unknown
Google 🛈
Log in with Google
Unknown
SAML SSO 🛈
Single Sign On (SSO) using Security Assertion Markup Language (SAML)
Unknown
KashFlow 🛈
Integrates with KashFlow
Unknown
FreeAgent 🛈
Integrates with FreeAgent
Unknown
QuickBooks 🛈
Integrates with QuickBooks online
Unknown
Xero 🛈
Integrates with Xero
Visit Formitize's pricing page

Formitize pricing overview

  • Formitize. $29.99 per month per user. 12 modules included.

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.