Solution: Online PDF Form data capture

Once you have a FormRouter Account, it is an easy process to set up your PDF forms to collect data securely. You can also send out e-mail alerts.

Step 1: Build a PDF form
Once a document is converted into a PDF, it then can be edited in Adobe® Acrobat. FormRouter provides live Internet based instruction and written documentation with every account to get you up to speed.

Step 2: Build an e-mail alert (optional)
Included in every FormRouter account is an alert builder. One of the alerts offered is an E-mail alert.

Step 3: Link the form to Websites, E-mails
After a form is built in your FormRouter account a link is automatically generated. Links to forms can be cut and pasted into E-mails or Websites.

Step 4: Capture responses to a database automatically
FormRouter’s client tool can automatically write online form responses securely into database or MS Outlook.

Optional Step: Build a secure payment alert
Included in every FormRouter account is an alert builder. One of the alerts offered is a secure payment alert.

If your organization has a Verisign or Authorize.net account, then you can set up an alert that will collect credit card payments when a form is submitted.

Optional Step: Capture responses to a CRM System (salesforce.com)
One of the alerts offered by FormRouter is a salesforce.com alert. Salesforce.com is the most widely used online sales management service today. If you have ever used a contact manager like ACT or GOLDMINE, then salesforce.com will meet your needs.

By adding a salesforce.com alert to a FormRouter account, you can drive form responses directly into salesforce.com as new leads. This provides you the functionality required to manage thousands of incoming leads effectively.

Sales request form

 

Take next step:

Call 1-866-468-3676
Sales request form
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