Canyon forms allow you to collect data, receive requests, and trigger powerful automations at once. Using a simple drag-and-drop editor, you can create and customize forms suited to your needs. Forms significantly accelerate all processes of data and documents collection, also reducing errors in the making.
Forms can be integrated with powerful automations:
- Expose forms on your company's self-servicing portal to streamline and simplify handling of legal requests
- Trigger the generation of a document from a template upon form submission, using data provided by the respondent
- Send the document for signature to a signatory provided by the respondent, to the respondent herself, or to any signatory you have defined by default
- Store generated documents within a folder of your choosing in your company's document management system
- Collect documents from forms and store them within a folder of your choosing in your company's document management system
- Receive notifications to take action upon completion of a form
- Integrate forms with your CRM to quickly pull and populate data from CRM opportunities for commercial contracting
- Collect data from multiple respondents at once and combine their input into a single document from a template
- Send one-time-links to external stakeholders so they can securely access forms even without signing in and help you in data collection processes
With their large automations library, Canyon forms offer the flexibility required to support your processes without disrupting them.