Sales Force Automation

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Sales Force Automation Mobile Apps and Forms

Improving your sales cycle is one of the best ways to strengthen your business. But if you're using paper sales receipts, invoices, or commission trackers, you're wasting hundreds of hours a year. Mobile technology has come a long way, and with Canvas, it's easy to eliminate inefficient paperwork and switch to mobile forms and apps for your sales force.

Having your sales team collect sales-related information on smartphones or tablets will allow you to access and process information quickly and improve your cash flow. For example, you can take payment on site with a QuickBooks Sales Order or share a basic sales receipt in real time with your accounting department. You can also send professional, branded invoices and reports to customers in real-time. It's all possible with Canvas’s customizable sales force automation mobile apps and forms.


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Catalog Ordering Form

The Catalog Ordering Form mobile app is a generic, customizable form for any type of catalog order. The electronic form can be used to proc...

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Price Quote Request

The Price Quote Request Mobile App quickly generates professional price quotation templates for customers, tracking each quote by quotation...

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Sales Order Form

The Sales Order Form mobile app is a basic form for businesses that sell goods or services. Instead of using paper forms, the app generates...

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Apparel Retail Form

This handy apparel retail form mobile app was built for a mobile retail sales associate or sales assistant. Great for department stores, e-...

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Sales Checklist - Checklist.com

This app will be of assistance when planning a sales strategy. Any item not checked should be reviewed for improvement. Covers sales planni...

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Purchase Order - Deluxe 92T

The Purchase Order form offers a simple way to track orders from your business right from your smartphone or tablet. Instead of using compl...

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Sales Order/Invoice Form (Simple) with Mobile P...

The Sales Order Invoice Form mobile app offers a simple way to track customer order information and accept mobile payments using any smartp...

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Multipurpose Sales Order With Barcoding - Delux...

This barcode-enabled App expedites completing any kind of transaction receipts. This App is designed to make write-ups of sales, billing, d...

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Phone Follow Up Lead Capture

Form used by Canvassing organizations to solicit donations for non-profits and political causes. The form captures lead information and ha...

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Simple Service Report

The Simple Service Report mobile app offers a simple way to track maintenance services performed from anywhere in the field. Easily accessi...

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Generator Sales Estimate

The Generator Sales Estimate mobile app offers a simple way to create sales quotes for new generator systems and generator repairs. Designe...

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Sports Ticket Purchase

The Sports Ticket Purchase Form was designed to make it easy to sell season tickets and single tickets to sporting events using a smartphon...

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Canvas - Send Us Your Form

Can't find what you're looking for? Send us a picture of your form and we'll make it for FREE!

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Cold Calling App

The Cold Calling mobile app helps give telemarketers an edge before making important sales calls. Before the first phone call is made to a ...

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Purchase Order Form (UK)

Use your smartphone or tablet and the Purchase Order Form (UK) mobile app to complete purchase orders. The app records contact details, pur...

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Aquatics Equipment and Supply Order Sheet

This Aquatics Equipment and Supply Order Sheet is used to order pool chemicals and equipment. This application comes with reference data (d...

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Membership Canvassing Form

The Membership Canvassing Form mobile app offers a simple way to track member details electronically. Instead of using paper forms for your...

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Generator Engine Service Quote Worksheet

The Generator Engine Service Quote Worksheet app supplies the needed information for a price quote. It lists the quotation number, customer...

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Heating Oil Invoice

The Heating Oil Invoice form for home delivery services offers a simple way for any oil company to generate invoices from anywhere in the f...

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Sales Order Form (Bahamas)

The Sales Order Form mobile app offers a simple way to manage electronic order forms for a variety of uses. Instead of using paper forms, t...

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Customer Complaint Form (Australia)

The Customer Complaint Form mobile offers a simple way to track the details of formal complaints made by consumers. Instead of using paper ...

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General Bill of Sale (Organization to Organizat...

The General Bill of Sale (Organization to Organization) mobile app is designed for an agreement between two people acting as representative...

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Phone Follow Up Lead Capture - Motorola Solutions

The Phone Follow up Lead Capture app was designed for lead management for non-profit organizations and political groups. Instead of using p...


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