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Introduction

Smart Forms is the most adaptable solution in Taktikal's product range. The solution can be adapted to the appearance and internal processes of companies and can be integrated in apps and websites.

How Smart Forms work

Smart Forms is a flexible product that is customised to your brand and interface, as well as leading the user in collecting the right data at the right time. Smart Forms supports API connections to major business solutions and databases. Smart Forms thus supports automation in internal processes.

Documents and screens for signature gathering are rendered in both HTML and PDF in real time, which means great flexibility in showing live data and connecting to databases and checklists for contracts and documents.

  1. The customer provides necessary information Customer goes through the process, e.g. to apply for a new service, and provides necessary information
  2. Information is gathered in a document ready for signature The information is gathered in a HTML form (screen) where the customer confirms and starts the signature process.
  3. Recipient signs digitally Recipient signs digitally and the document is sent to your CRM.

Included in the product

  • Authentication with Electronic ID: Users authenticate with electronic IDs on their phone.
  • Connects to your CRM: Connections to Sharepoint, Dokobit portal and other CRM systems for safe keeping of documents.
  • Verified timestamp: All documents are verified upon signature. Further information about the signature can be found within the document.
  • Attachment: Customers can send additional attachments with digitally signed documents.
  • Strong digital signature: Taktikal only uses fully qualified signatures that meet the highest safety requirements.
  • Sealed document: All digitally signed documents are sealed so that the document cannot be modified without invalidating the signature.
  • Customized layout: Customized layout tailored to your website, service website or app.
  • Customized messages: Customized messages that help the user through the process both in the interface and in the email.
  • Text messages: Text messages to get faster digital signatures from your clients.
  • Email: Automatic custom emails with your company logo to notify users.
  • Connection to CRM system: We can help integrating to all major CRM systems.
  • Statistics: Get statistics on all major events in the system. Including how many finish the process.