Online Forms

Streamline manual paper processes, order-taking, and phone-based surveying by using Vanguard Vista™ to create online forms and questionnaires. Data entered can be emailed directly to the person(s) who needs it.

• Order Taking and Accepting Payment.  Create interactive forms for customers to use in ordering your product or submitting payment by credit card. Use a secure link to collect credit card or other purchasing data.
• Request to Update Contact Information.  Send out forms to your contacts requesting them to update their contact information. You can pre-populate the survey with their existing contact information from your database to save time and encourage a higher response rate.
• Event Registration.  Quickly create sign-up and registration forms for events. Put a link to your registration form on your Web site or send an invitation to attendees.
• Event Follow-up.  After an event, find out what attendees thought of the agenda, activities, speakers, food, etc. Gain insight into how to improve your event next year.
• Quote Request.  Enable prospective customers to request a quote for your product. Quote requests can be automatically routed to individuals in your company for immediate response.
• Self-Service Employee Requests.  Provide employees with an easy request and approval method for vacation time, equipment ordering, purchase order, etc. Forms can be automatically routed to managers for approval.