Unleash the power of front-line data for sales teams by digitising paper and manual processes
What is it?
Canvas is an app that lets you build and fill out forms, invoices, orders, audits, estimates and more directly on mobile devices, so you can ditch your paperwork and move to a completely digital workflow. Once forms have been filled, you get a PDF of the completed results, before exporting for analysis. It’s trusted by thousands of companies, including Pepsi, Red Bull, IMAX, Toys R Us, Lendlease and The Cooperative.
Why does it matter?
Having to deal with paper and manual processes can be inefficient and time-consuming (forms, spreadsheets, out of date software and apps…). But Canvas lets you convert all of your paper forms and processes into Canvas Apps to revolutionise the way you work, cutting what could be taking hours a day down to just a few minutes.
What are the benefits?
- Create your own mobile forms in minutes that work on pretty much any device. Create customer-friendly PDFs with your logo, your colours and your brand.
- Capture electronic signatures, photos, GPS coordinates and payments. Perform calculations, work online or offline and do even more than you could with paper forms and manual processes.
- Instantly email data collected from forms to customers, colleagues and partners. Quickly assign jobs with Canvas’s dispatch service, and handle approvals with mobile workflows and conditional logic.
- Use analytics from your data to identify trends and understand your business much faster and in greater detail so action can be taken.
- Create mobile forms and work process apps with no coding required.
- Connect your data with Dropbox, Box, Google Drive, Salesforce, MS Excel and Evernote. Or take your information into other systems with the Canvas API.
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