Ideagen SmartformsIdeagen
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About
Increase efficiency, gain real-time situational awareness, enhance accuracy while speeding up reporting business cycles, and much more. Ideagen Smartforms is an intuitive, user-friendly mobile data capture platform that handles all of your mobile form needs, including routing and approval steps, integration, user management, data security and offline syncing, and data replication. Enable your business to create clipboard apps to replace paper forms, bringing you cleaner data for real-time reporting and a leaner process. The offline capability allows your teams to complete inspections across multiple production sites without the need for a stable connection. Ideagen Smartforms offers cross-platform support for iOS, Android, and Windows for capturing text, photos, barcodes, GPS coordinates, voice, and signatures. Workflows and notifications are automated to make it easy to get the information you need when you need it.
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About
Is your team using paper, PDFs, or spreadsheets in the field? Move your Forms, Surveys, and Checklists to Salesforce with Youreka. Seamlessly connect frontline data to your AI engine, enabling real-time insights, automation, and next-gen customer experiences. Youreka ensures that the foundational data, the lifeblood of Agentforce, is captured accurately, efficiently, and at scale.
✓ Drag-and-Drop Templates – Build forms in minutes with 20+ question types, including barcode scanners.
✓ Template AI Agent – Instantly create templates from AI prompts or PDFs, streamlining form creation.
✓ Conditional Logic – Build guided forms that show or hide questions based on responses.
✓ Photos – Prompt teams to capture specific photos and leverage AI to confirm compliance or suggest next steps.
✓ Field Mapping – Connect form fields to Salesforce with a click. Update records and related lists seamlessly.
✓ A True Offline Solution – Full functionality offline on iOS and Android—no compromises.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a tool to ensure security, manage incidents, and simplify reporting processes
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Audience
Businesses searching for a powerful Forms Automation solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
$20/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIdeagen
United Kingdom
www.ideagen.com/solutions/quality/smartforms
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Company InformationYoureka
Founded: 2008
United States
www.youreka.io
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Categories |
Categories |
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Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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