DIGITAL FORMS
Easily build powerful and intelligent forms
Keep business moving with paperless sales. Say goodbye to paperwork. Say hello to closing more deals, faster. With Formally Digital Forms, you can prepare forms in no time, send them for signature and track the whole process.
Powerful workflow platform with stunning features
With a Drag-and-Drop interface and the Formally ‘no-code’ platform, it’s easy to converts outdated forms into a digital process for any company. This helps free IT teams from ongoing maintenance issues and enables employees across the organization to deliver new digital products quickly and efficiently. Everybody can focus on a digital customer service experience
Drag & Drop elements
With our Drag & Drop interface, you can build forms for mobile phones and desktops, as well as provide teams with digital forms for collecting data online and without errors.
Save and continue
Formally allows users and customers to keep track of their progress in the process while allowing them to return to the same point in the process later.
Design and branding
In order to increase brand recognition and provide a personalized experience for your users, Formally allows you to design your branding colors in a simple and professional manner.
Digital Signature
Sign documents or send documents to customers or employees via text message so they can review and sign on their mobile phone, tablet or desktop.
Business logic
The system allows you to determine business rules, mandatory fields and logical conditions. You can easily show or hide fields to personalize the form experience.
Mobile friendly
Simplify your business through a digital process for a mobile phone and allow your customers to complete any business using their mobile phone.
Form templates
Build quickly and efficiently form templates for frequently used documents. Then save the formatting and fields you’ve created for reuse with just a button click.
Data validation
We analyze all forms and allow you to manipulate form fields while cross-referencing ITt information, so you can easily collect data free of errors and via paperless forms.
Leads and conversions
We collect real-time data from users who abandoned the filling process before completing it. Use our platform to improve problem points and increase conversions.
Data analysis features
Formally provides powerful analytics tools and enables you to gather actionable insights from your form data, improve conversion rates, and optimize your marketing strategy.
Certificates and alerts
At each point, the status of the customer’s progress is updated in formally. formally informs customers and employees that the submission of their form was successfully received
File uploads
In many cases we are required to upload external files. Our platform allows you to easily collect images, documents, files and automatically route them for storage in your systems.
Merge data
We offer many options for simple and fast data integration. You can integrate organizational data in our digital forms, in your favorite marketing tools and digital channels.
Export data to PDF
You can easily convert saved form data to PDF format so you can download the files at any given moment and share them with other customers and users.
Forms calculation
It is easy to define segments of forms and calculation fields for the purpose of processing and managing payments while automating calculations in digital forms.
Payments collection
Make things easier. Create workflows and forms for collecting secure and reliable payments by connecting the digital forms to the preferred gateway of your organization.
Enterprise security
For 22 years we’ve been trusted by the largest financial, banking, and insurance enterprises. We uphold a safe and secure environment for our customers and partners, conducting frequent information security surveys and maintaining top security.
Audit Trails
Every document in the system receives a particularly comprehensive audit trail. We provide information on every action taken in the digital journey and attach it to a digitally signed PDF file.
Regulation Compliance
The use of our digital signature technology enables all companies to manage a marketing and sales system, while complying with the laws and regulations set forth in the law.
Secure digital signature
Formally provides encryption and locking of PDF files with a secure digital signature within the Electronic Signature Law in Israel. That means you can rely on the signatures that you collect.
Password protection
Add a layer of protection and security to documents sent to the customer by requiring the documents to be opened by identification with a strong access password.
One-time password
You can allow documents to be opened using a one-time password mechanism for only one authentication and thus allows strong authentication to be used.
PCI standard
To ensure the protection of credit card payments when it is stored, transmitted or processed, formally implements the operation of a PCI standard in digital forms.
Keep using all the tools and software you like
The Formally ‘no-code’ platform integrates perfectly with any enterprise software for filling out digital forms and workflows. We connect any third-party services, applications and plugins so you can continue working with the same tools you need.
Outlook
Integrate transparently and seamlessly into OutLook software so you can fill out and sign documents directly from your email quickly and efficiently.
MS Word
Integrate seamlessly within Word software so you can sign documents directly from Word software with the click of a button.
Microsoft 365
The platform connects to Microsoft 365 services, applications, and extensions so you can continue working with the same tools that you use daily.
Dynamic CRM
We connect to Dynamic CRM services, applications and extensions so you can keep continue working with all your familiar daily tools.
SAP - All Versins
We connect to SAP in all its versions for services, applications and extensions so that you can continue working with the same tools that you used daily.
Sales Force
We connect to Sales Force services, applications and extensions so you can continue working with the same familiar tools every day.
Mobile Friendly Access from anywhere anytime
Collect forms data anywhere, on any device and get signatures in minutes. With Formally you can prepare and send documents to befill and signed in a few quick clicks and track document status from anywhere – know instantly when they’re opened, signed and returned.
We love to carry out custom projects
We recognize the great importance of adapting Formally’s software to each organization according to its dedicated needs. This flexibility gives you the scope to customize our system in many ways and thereby allow maximum convenience and efficiency for your organization’s employees.
