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Service provider seeks form generator

IT project from: service company (Germany)Project no. 21/2630: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a North German service provider in the real estate sector and are looking for a form generator software. Currently, we create all forms and contracts using Adobe InDesign and generate a fillable PDF from them. This has the disadvantage that the customer has to insert their logo manually each time they open the file.

The solution should meet the following requirements:

  • We want to use a drag-and-drop function to create HTML forms from which PDFs can be generated to offer to customers.
  • A customer or client management system should be used to store basic data, such as company logos or similar, which can be used to create forms. For example, a rental agreement is opened by customer A and logo A is displayed; when customer B opens it, logo B is displayed.
  • Support for the print function (e.g., via an HTML editor)
  • Cloud-based

We currently plan to have 25-30 software workstations. However, we want to grow to approx. 150-250. We work with MS Windows systems.

Based on the specific requirements, the following solutions can be considered:

goSmart® Customer Communication Management Suite

Project statistics

Quantity
Researched solutions 20
Selected potentially relevant solutions (of which published) 12 (1)
Sent e-mails (questions, queries) and telephone calls 41
E-mails received from vendors 6
Direct responses to the IT project 6
Responses classified as relevant 7