Sales Force Automation

Form Templates

Ever think that the sales processes at your business could be better? Improving your sales cycle is one of the best ways to strengthen your business and better serve customers. But if you're using paper sales receipts, invoices, or commission trackers, you are ultimately wasting hundreds of hours a year and slowing down communication between sales reps and sales managers.

Mobile technology has come a long way, and with GoCanvas, it's easy to eliminate inefficient paperwork and switch to mobile forms and apps to strengthen your sales process without having to invest in expensive sales management software. GoCanvas has a vast collection of sales force automation solutions, which includes sales order form templates, cold calling app templates, customer complaint forms, new customer account information forms, quote worksheets, customer relationship improvement forms and many more sales process templates.

Having your sales team collect sales-related information on smartphones or tablets will allow you to access and process data 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 detailed reports to customers quickly. It's all possible with GoCanvas’s customizable sales force automation mobile apps and forms.

Upon submission, each app generates a PDF, which is saved to the GoCanvas Cloud. This is a great way to automate the production of sales force automation PDFs for your business and store all PDFs in one place. Start using sales force automation apps today to improve your sales team processes.

Filling out contracts has never been simpler. With our mobile app platform, you can complete the required forms and then share them instantly as pdfs. Our checklists templates are also entirely customizable so you can create the ideal app for you. If you handle order forms and often need to calculate numbers, data or hours, then we have just what you need. Our customizable form templates help you create the perfect app built just for you.

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