TrueContext (formerly ProntoForms) Erfahrungen

Best-in-class mobile forms and workflow app for salesforce. Reliable and Dependable platform !

Kommentare: ProntoForms is the leading platform solution for organizing the remote workforce team systematically for supplying the data and inputs feeds in much more organized and timely manner time and again. It enables the salesforce and workforce to apply job safety measures and complete analysis without any failure and provides inbuilt template to facilitate data feeds and reporting pertaining to employee training, Preventive Maintenance, Fleet servicing and field management throughout.

Vorteile:

One of the most promising app for development of workflows and mobile forms for various salesforce team across different businesses in short span of time. The mobile solution of Pronto Forms is easiest and most simplified app ever. Helps remote workforce team to gather data and inputs smartly and accurately. One of the highly innovative, smart and scalable solution for gathering data inputs in most streamlined manner without any non compliance.

Nachteile:

As on date, no dislikes. One of the highly reliable solution for driving businesses to another level. Though, we still want more customization in features and utilities to serve our clients better. It is not very mature and often give stoppages to us while integration and linking of apps with other internal and external platforms.

A cost-effective mobile forms platform with features that most other products do not have.

Kommentare: We have been using ProntoForms since 2016 and have over 400 active Pronto Forms for Sales, Safety, Construction, Inspections, Warranty, Mileage tracking, and Customer forms, all maintained by just one forms administrator in our I.T. department. That part of their job does not require all their time therefore they still have time available to perform other functions in the I.T. department.Support from the ProntoForms team is excellent. Sometimes you have to push a bit to receive higher level support for help and training with more advanced features, but overall support is very good.Construction: No more hauling around bins of customer and construction documents to have signed and often out of date. Everything is up to date, pulled from our ERP system, and ready for customers to sign.Sales: No more paper documents. All sales documents, including price and cost calculations, are done within the ProntoForms coding, and handled by an internal administrator/forms developer within our I.T. department.Warranty: Customer inspections are handled via ProntoForms. Dispatching the completed and signed inspection form instantly to the Warranty department and the customer, keeps communication together, up to date, and the Warranty department can start handling the issue right away rather than having to wait for signed paperwork to be brought back to head office.Environmentally Responsible: No driving back and forth from job sites to the office to hand in paper work.

Vorteile:

1) Simple to use, but many other mobile forms products are also simple to use.2) Customizable forms: Conditional logic, repeatable sections, and ability to perform math calculations makes ProntoForms also suited for use in Sales Forms.3) Enterprise Edition features: Using web-linked forms, team form completion hand-offs, specific types of form dispatching & data routing, camera to text conversion, and workflow settings...are all fantastic to save time and money.

Nachteile:

1) Web-linked forms cannot pull from data sources (yet). They are working on this.2) No integration with DocuSign, and not enough features built-in to replace DocuSign (however we have not found any other mobile forms platforms that integrate with DocuSign, so this is more of a feature request than a dislike). We use ProntoForms for many departments including having customers sign sales contracts. We need the ability to send a form to a customer for signing. We look forward to the day we only need ProntoForms and no longer need to include a separate electronic signature platform in our sales process.

Not a fan

Kommentare: There isn't many positives I can convey. I have developed safety audits for several companies, using both Predictive Solutions and iAuditor, both of which I prefer. Pronto Forms was a program that our parent company went to and wanted to be consistent and pushed it out to all of it's subsidiary companies; so I had no choice. Creating the form was no problem, however we aren't a company that is at a site for multiple months at a time, we may only be at a project for 2-3 days, and we are constantly moving employees around, which means every time you do this, you have to update your form, then ensure all the users sync the data for it to show up before they use it again. When trying to use the data, it's pointless. You enter data on the Pronto Forms site, then you have to go to a different website to get your data. Predictive Solutions is obviously the Cadillac of Safety auditing software, the one fault with them I have is that if you have to make changes, it isn't as easy as making the changes yourself, you send them into your contact for them to make the changes. Pronto Forms gives you that freedom, I will give them that, but still, as the administrator of these forms as well as having my main job function, unless you are a company that hires someone specifically to manage the Pronto Forms entry and collection, I would steer clear. As soon as our contract is up, we will be going back to iAuditor, which is far less expensive, allows up to three user devices per user (being an admin, I have to change devices regularly, and each time, it locks me out of the other device I am using). I hate giving a company a bad review, but what we were sold on and what the final product was, is light years away from each other.

Vorteile:

It's really rather simple to create a file; If you only want to create a form and just plug and play without the need for continuous updates (of say foreman, employees, etc.) then it's a pretty decent program to use.

Nachteile:

If you have to change data in files frequently, its a pain; the analytic statistics aren't even in the same program; If you have specific customization data needed, based on site, if you have more than five sites, it's horrible to find any use of this data.

Useful and Easy to use

Kommentare: As long time users we have seen Pronto Forms develop many new features over the years and every time there is a change there is lots of tutorials, articles and support to learn and utilize the new features

Vorteile:

We have used Proto Forms for over 10 years to manage our field service teams and it has been very easy to use to all our staff including those with little to no experience with smart phone technology.

Nachteile:

The maps integration in our area is sorely lacking and as a result we have had to use several work arounds

Automation of Mobile workflows and app building management through ProntoForms !

Kommentare: My overall experience with ProntoForms is best till now. It is one of the best mobile solutions for workflow streamlining along with app building in most strengthened manner so that a strong, scalable and replicable work flow and process management solution can be built around without any problem. Managing all ground operations activity and capturing of evidences from field team is now easy task and does not pose any issues in collecting primary and secondary data for businesses. Visualizing data through real time dashboards and bringing business intelligence in raw data is possible with ProntoForms .

Vorteile:

The best mobile forms solution, available in the market for businesses and professionals. The strong app building management through this forms to create robust forms for field team and ground team. All the complex work tasks and work activities are managed in unified manner and can be monitored through single workflow. The ground team can take accurate input from field in these forms in effortless manner without any hustle. Pronto Forms is the one stop destination for contextualizing and customizing Health, Safety and Management aspect of training management in most easy manner possible. No trouble at all.

Nachteile:

We are still figuring out for deploying this software in offline manner without internet connectivity. Most of our ground teams operate in remotest districts of the states and does not have any internet bandwidth or network connectivity in such regions. Real time submission of filled forms should be made available in offline manner without internet usage. Cost reduction can be further looked into for devising new low cost strategy model on usage of the ProntoForms at lowest cost possible in different business environments.

Be careful with this company!

Kommentare: Be careful with this companyI was told the only way to evaluate the software was to sign a contract. Billing would start 30 days after I signed. I would then have that 30 days to evaluate and could cancel if the software was not suitable for our project. On a MS Teams call I specifically asked the sales rep if I could cancel before billing started and they said Yes. We explored integrating the product into our workflow for 2 weeks. It did not meet our needs.I tried to cancel and they said it was not possible. I would have to pay for a full year. Regrettably I did not record the sales call. and of course neither did they. They said they don't have that capability. Which of course is not true. It's a simple checkbox in MS Teams to record to the cloud.

Vorteile:

I can't find any pros as they misrepresented the evaluation period.

Nachteile:

The company misrepresented the contract. Very shady sales practices.

Highly recommended & desirable mobile forms field team platform . Start using it now !

Kommentare: Our overall experience is pretty good after using their platform as its a cost effective and dependable solution. Their technology is strong enough and they leave the mark wherever they go. Some of my peers have given excellent feedback about their offerings and we are sure that would establish longer and sustainable collaborations in future. They are highly cost effective solution and the utilities are just awesome. They have shown their strength on tech front which is amazing

Vorteile:

Best available mobile forms for strengthening field teams. It is the biggest enabler for field teams as it adds value, context and intelligence to their work and improve their performance at workplace. Provides high end advance analytics in the form of reporting and dashboard which empowers the ground team and gives them visibility on work in progress. It adds value and gives recognition to new employee trainings as new trainees have to mandatorily go through these modules and can work in more informed way. It never crashes and gives lot of automatic in built solutions to business users to ease their processes in big way.

Nachteile:

They claim for warranty and free repair across many of the features and offerings. We often face trouble in reaching out to customer service support and it sucks our valuable time and effort mostly. Overall, its a good experience and they are still learning and has huge opportunity to prove their mettle in this IT and manufacturing space.

Prontoforms, it just works!

Kommentare: Overall Prontoforms is the best tool we have found to automate so many work processes quickly and easily.

Vorteile:

We can rapidly prototype and deploy work process automation tools to our users. Prontoforms integrates seamlessly with our back-end systems with minimal effort. The API is robust and allows for enhanced integrations.

Nachteile:

Each time we identify an improvement opportunity with the software, the Prontoforms team goes to work solving it. Sometimes this takes time, but it is well worth the wait.

save time and increase precision in my daily work

Kommentare: The tool has allowed me to eliminate paper processes and increase my efficiency in the field, which has led to increased productivity and time savings. The ability to customize the forms and integrate with other systems has been invaluable, and the detailed reporting has allowed me to make informed decisions to improve my business processes.

Vorteile:

what I liked the most about this platform is its ease of use and the customization capacity it offers. Being a no-code tool, I was able to create and tailor forms specifically for my needs quickly and easily, without having to rely on a team of developers.

Nachteile:

This is a very useful and easy to use tool, there are certain aspects that could be improved. In my experience as a user, I sometimes found that the navigation on the platform could be a bit confusing, especially at first. I also would have liked more customization options when it came to the appearance of the forms, as I sometimes felt they were a bit drab.

ProntoForms makes workflow a snap

Kommentare: Overall, ProntoForms does a very good job helping automate our workflow, but it is a bit costly for the amount we use it.

Vorteile:

ProntoForms helped us to standardize our new hire/termination workflow, ensuring that required data is entered and delivered to the correct staff.

Nachteile:

They need an easier way to have forms sent using the email address of the user filling out the form.

Revolutionary and reliable

Kommentare: Personnel at my company who use this tool have provided positive feedback regarding ease of use, attractive design and its automation capabilities. I personally am impressed with its Recordkeeping capabilities as it helps ensure our legal requirements are met, and our records help substantiate this.ProntoForms is easy to use and customize. It works well on desktop and mobile devices. There is an opportunity to experience the product first hand via Free Trial. The cost, in my view, is relatively inexpensive, when compared to other similar products. My overall experience has been 100% positive.

Vorteile:

The most impactful features in ProntoForms are its document management and OSHA Recordkeeping. Documents can be created in various file formats i.e. Microsoft Word, PDF, HTML, JSON, CSV, XML. Documents can also be copied or moved with its data sets. It can also be linked to other versions for ease of reference.  There are beautifully designed templates that are modern, realistic to business needs and effective risk management. These templates can easily be customized and branded to meet the company's needs. The interface is also easy to navigate and requires little time to learn how to use the product. OSHA Recordkeeping is a valuable feature that is often overlooked. It protects my company from being susceptible to fines and legal/regulatory breaches. My records are securely stored and easily retrievable.

Nachteile:

There are no features that I have encountered to date that did not meet my expectations. I think that this is a cost effective and reliable tool to gather data, analyze data and manage/store records.

The operation management software is of excellent quality

Kommentare: We utilize Proton Forms in our organization to monitor field service teams working in remote areas. This software ensures timely collection of field data to effectively track their progress. Furthermore, it promotes better communication within the organization and helps retrieve historical data as needed.

Vorteile:

On a regular basis, I employ Proton Forms to keep track of my operational metrics. Its workflows are integrated seamlessly and easy to teach to my team. The pricing is affordable, and its mobile application allows remote teams to easily update data, monitor progress, generate reports, and analyze data.

Nachteile:

Although Proton Form's pricing is reasonable, it may be more costly than other software that offers comparable functionality. Moreover, there are times when the mobile application encounters glitches on iOS. Additionally, it can be challenging to reconcile data and create reports using the software.

Taylor Freezer

Kommentare: The last round of beta releases; Repeating sections & Conditional Logic, is a major step forward, but you need to get caught up on the web portal so we can adjust the forms on beta changes ourselves (I'm also involved with that beta team and reviewed the first draft last week). Still need major functionality added in file (data source) features and more advanced conditional logic to make this product top end. Customer service in the past was just so, so and Taylor felt like their voice was not being heard and was actually starting to look at alternatives mostly due to of lack of functionality . But lately since being very involved with various beta teams, the contact level has been superior, and response great. The enhancements we've been asking for, for years are starting to become available and Taylor is starting to see light at the end of the tunnel. If this tend continues, Taylor will continue to deploy this product.

Vorteile:

The ease of use

Nachteile:

Lack of programming functionality from a design stand point. We need a highly sophisticated form to make this work for us, and we are not yet there.

Diversified Maintenance Pronto Forms Review

Kommentare: Pronto Forms has provided a platform in which we can give the much needed feedback to the users. It gives us the information necessary to manage our teams and make business decisions. The best part is how quickly we can receive the information. Getting QCs or KPIs in real time as soon as the submit them is priceless.

Vorteile:

The ability to create information in real time. The ability to have custom emails and multiple destinations and using filters to distribute just what they need to know. Capturing pictures and signatures. Map locations and many other features. And the ability to customize any form to any type of business.

Nachteile:

The forms builder not allowing us to use bold or underline or other fonts to really make our forms look good. The PDFs are still a little plain and we would like to make them look better. Things like indenting and others would make it easier to make the forms look better.

""My Review on ProntoForms""

Vorteile:

Our enterprises can quickly create unique mobile apps with context and intelligence thanks to the platform, which helps us to handle difficult work more effectively and securely. For the various levels of reporting we required, we could easily create a number of forms.x

Nachteile:

It was simple to implement and pretty simple to set up and I don't have any dislike for it.

ProntoForms is a platform for collecting data

Kommentare: ProntoForms is a useful tool for me and my team. Because it helps e to improve data collection process, so that we improve our quality.

Vorteile:

ProntoForms is a best data collection platform, it helps me in the data collection. The platform offers a wide range of features, including form customization, data visualization, and integration with other business applications. My team and me use this platform to collect data on website traffic, user behavior, and other SEO-related metrics

Nachteile:

Cost of this platform is somehow higher as compared to other platform. But it provide more features than other platform. So, its price is not an issue.

Goat Milk Collection Reportinng

Kommentare: Auto-populating an internal form previously hand-written including form totals. Populating a regulatory ministry forms for product testing.

Vorteile:

ntuitive configuration and helpful support. A major upside is automatically populating the data entered in the ProntoForms app into the company database.

Nachteile:

Working through customizing the output. I would prefer a user controled output design option.

Great For All Depts in My Business

Kommentare: Love Pronto Forms for payroll, safety, project management, Human Resources, Purchasing Dept and inventory tracking.

Vorteile:

1. Easy platform enables all our field techs to submit vital information back to the office and management. 2. General contractors require our field employees fill out daily job reports by hand but now they accept our reports in Pronto. We simply add their email address in the distribution. 3. We export timesheet data into Excel and import into our payroll system. O more data entry.

Nachteile:

Would like to make contractual language on our work orders smaller than the rest of the pages.

ProntoForms has excellent features

Kommentare: ProntoForms enables us to streamline our operations and provide our customers with a dependable service that meets their requirements. By minimizing administrative tasks such as filing and paperwork, the platform saves us valuable time, allowing us to concentrate on the actual work at hand.

Vorteile:

In my role as an administrator, I find ProntoForms' Form Builder to have a simple and intuitive interface, which makes creating forms a quick and effortless process. The seamless integration between ProntoForms and Salesforce has proven to be incredibly valuable to our team, as it enables us to easily transfer data across multiple sites and centralize all available information in one location within Salesforce. Moreover, the platform's ability to generate a PDF version of the completed form upon submission is a highly sought-after feature among our customers, which only ProntoForms is able to provide.

Nachteile:

My experience with ProntoForms has been less than satisfactory due to the limited capabilities of its standard reports, which necessitate the use of its integrated BI tool. Establishing data sources on a question-by-question basis can be time-consuming and laborious, making it challenging to merge various questions in one go. Although the process becomes easier with practice, the documentation provided by ProntoForms for these inquiries is unclear and lacks adequate explanations.

Pronto thoughts

Vorteile:

Not having to manually input information is nice.

Nachteile:

The back end is difficult to change and setup.

Powerful tool and fit for purpose

Kommentare: Play a key role in our business transiting to electronic and automated reporting

Vorteile:

The web portal is user friendly, and the Documentation Portal helps you understand or learn each feature and function.

Nachteile:

Unfortunately, the company is based outside of Australia, hence there is time lag when we need their IT support.

App worked fine until a few days ago

Kommentare: Eliminating paper logs for refrigerant use makes compliance with EPA regulations automatic. All my retail location information is in the database, so I can submit information without unnecessary typing

Vorteile:

It remembers the log in info so there's no need to enter it every time I like the swipe feature to navigate the input fields Easy to upload pictures The questions are relevant to me and my job Many details can be entered to make submissions customized Progress bar at the bottom of page Home page is simple and easy to navigate I get an email after every submission It is easy to edit previous form submissions

Nachteile:

Password reset doesn't work Support is hard to reach

The move to field reporting

Kommentare: ProntoForms has been assisting us in the successful move to field reporting for a number of years now. We continue to develop both productivity and service offerings to our clients with this solution at the fraction of the cost of a bespoke offering. Truly flexible and reliable.

Vorteile:

Flexibility of provided services, the integration of our own data within questions and the ability to incorporate programming and calculations within the forms.

Nachteile:

Takes a while to understand the terminology of some of the Team and Group settings.

Pronto is a good product

Kommentare: I like it overall

Vorteile:

i get real time access to submitted forms

Nachteile:

it takes a lot of set up to set up individuals to get certain forms. I need specific individuals to only get certain person (s) forms and not all of them.

Purchase Orders

Kommentare: By going mobile with our internal purchasing orders our company has gained some much time and been able to focus on other employee development and projects

Vorteile:

I like that I am able to customize the forms to my needs. I get quick responses when I submit a ticket and when the problem is resolved I get a training as to what caused the issues and how to avoid it in the future.

Nachteile:

What I least like about the software is setting up the forms. I feel like I need more training.