Creating an online request form without coding skills

Bombarded with a mountain load of request forms, participation forms, purchase orders, paid leave applications, sick leave forms, and others to process?

There are so many things you have to apply for and so many forms to fill out. Since filling out paper forms is such a hassle, you start to think if you should hire some software engineers to make your life easier.

Since forms are integral to a company’s brand, you wonder if there is a way to make the form creation process easier and smarter.

Form creation, the first step in creating a positive customer experience

We are living in an era of usability where customers are gained through superb customer experience. Companies are trying to win over customers by trying to one-up each other in providing the best customer experience. These days, many banks are transforming existing paper forms such as request forms, agreement forms, and statement forms into electronic forms thereby digitizing the customer experience. In the fast-food industry, digital kiosks are replacing line-ups so that customers no longer need to wait to order.

As you can see, in the year 2020, customers are exposed to digitalization and getting used to it, whether they want it or not. For customers, creating a form (request form, medical form, etc.) is the first step in experiencing a company’s service. This is actually very important as having a pleasant experience gives customers high expectations toward a company while having a hassle-filled experience does the opposite.

paperwork

The hassle of paper forms

Filling out paper forms is very annoying for both requesters and recipients. Just to fill out a form once, you need to have a pen and paper with you, and filling out something incorrectly or accidentally ripping a paper means you must start from the beginning again.

As for recipients of paper forms, they must manually input the information they receive into the computer, and this process is subject to many human errors. To make matters worse, storing paper forms is yet another annoying task as it consumes a lot of physical space and finding the form you are looking for in a paper pile is like finding a needle in a haystack!

people working with laptops

Smart e-forms anyone can create

However, for freelancers and small business owners who do not have any software engineers, creating a digital application is no easy feat. Just the thought of if probably makes you nauseous.

Luckily, there’s eformsign. You too can create online request forms without any coding skills. All you need is knowledge of Microsoft Word, PowerPoint, and Excel. Just simply have an existing form ready, and voila! You can just use it as it is!

Moreover, you can search for any information you entered in the request form, and can choose to download each form in PDF format or choose to only download the entered data separately in CSV format. You can also store data in Excel or Google Sheets!

eformsign is used in many different industries such as healthcare, cosmetics, fitness, and leisure to improve customer satisfaction and workplace efficiency.

How to create a smart electronic form

1. Open an existing Word, Excel, or PowerPoint file.
You can also use the above test file or create a new form from scratch.

2. Install eformsign form builder.
The form builder can be downloaded here. When the installation is completed, there will be a new menu in Word, Excel, and PowerPoint.

3. Add the components you need on the form.
For example, you can draw the text component for name, address, and email fields, the date component for date fields, and the check component for check fields.

4. Execute the form to check whether the components are running properly.
You can click ‘Execute’ at the top left corner of the screen to check whether data is properly entered into components.

5. When you have finished adding all the components, then upload the form on eformsign.
You can upload forms by clicking the ‘Upload’ button.
Set the title and other fields and then click ‘Save’ to upload.

6. Create a request form in eformsign.
Create a request form by downloading the eformsign app onto your smartphone.
(Android download / iOS download)
Try creating a request form using a tablet or PC. Also, try downloading the request forms onto your device to check whether they are in the eformsign document box.

7. Receive a request form
Create a request form together with the requester, or create one from a link provided.

Tips for using eformsign e-forms!

  • You can create and open all documents using a smartphone, tablet, and computer.
  • You can also request a document to be filled out and submitted via SMS. And of course, you send the original document as well.
  • All created forms are stored in eformsign as PDF files, and you can choose to download just the entered data as a CSV file (Excel).
  • You can also save incomplete forms as a draft and come back to it later.
  • Search and open customer forms anytime, anywhere.
  • For forms that must be destroyed, you can delete them right away.

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