Ideas for using forms
🟢 Returns record
Use them to track products that your clients have returned. A form can help you register this information and keep it organized.
🟢 Register expenses
You can create a form where your salesperson can register the expenses made on their workday, such as gas, tolls, parking, etc.
🟢 Delivery confirmation
After finishing a delivery, your courier can fill out a form that registers the recipient's name, a picture of their ID, a picture of the load being delivered, and obtain the recipient's signature, etc. This form gives you real-time evidence of the delivery's time, place, and conditions.
🟢 Visit confirmation with evidence
If you want more evidence of visits being carried out, you can create a form that registers the client's signature and even add a photo.
🟢 Competition measurements
During their visits, salespeople can identify changes made by the competition, from changes in prices, products, or presentations. With a form that registers this information, you can organize it and respond accordingly.
🟢 Register requirements for new clientsRegistro de requisitos para nuevos clientes
For some companies, registering a new client requires certain requisites. The registration process can be simplified using a form, adding a picture of their ID, a photo of account statements, photos of proof of residency documents, etc.
🟢 Forms on the introduction of new products
Register your client's comments and opinions on the possible introduction of new products. Using a form, you can visualize and evaluate their answers.
🟢 Field service record
If you have employees who provide services in the field, a form can help you keep a record of those services, for example, if they deliver or pick up equipment, and attach photo evidence as needed.
📝 In this next article, you'll find the steps needed to create a form:
If you have any questions on this process, we're in the chat you help you out! 😊
Updated on: 11/10/2025
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