Out-of-the-box applications templates
Use one or more applications amongst our pre-defined templates:
- Follow your business activities
- Follow your projects and tasks
- Follow your cases or files
- Follow your contacts
- Follow your human resources
- Follow your trainings
- Follow your memberships
- Follow your incidents, bugs, or customer claims
... and the list of templates evolve regularly
The simplest solution to create your custom workflows, in 3 steps:
- Create your workflow steps
- Define the decisions that can be made at each stage
- Choose the actors of each stage
Download an application from our store, use it as this, or customize it, or create your custom application from scratch to fit your business needs!
Modify the forms, remove the fields you don't need, add your own fields, add some form features...
With PickaForm, it's the tool which adapts to your activity, and not you who has to adapt to the tool.
Attach files to your documents and preview them directly
Connect forms together (an Invoice attached to a Contract)
Attach one or more events to a document and display them into the integrated calendar
Send emails with files attachments or links directly from a document
Share your comments with your teammates
Keep track of all the actions performed on a document
History of actions
Create a snapshot of a document whenever you need it
Define your templates with MSWord then merge your form data into clean PDF documents
Attach a workflow to any of your forms (Leave request, Contract...)
Define who can read and modify data at the document level
Simple but powerful
Enable the features you need on your forms...
- need to leave comments on this Contact form? 1 click!
- need to attach some files on this Recruitment form? 1 click!
- need to generate PDF documents from your form? 1 click!
- need to activate a workflow for your form? 1 click!