Spreadsheets can quickly become chaotic if you’re handling complex tasks like detailed product configurations or automating contract workflows.

They might work for a while, but they often lead to mistakes and bottlenecks.

This is where Experlogix web forms excel. They’re specialized tools designed to make these processes smooth and efficient. Just as a specific tool in a workshop improves accuracy and saves time, Experlogix boosts productivity by integrating seamlessly with platforms like Microsoft Dynamics 365, Salesforce, and SAP.

Here, we lay out what sets Experlogix’s forms apart from the rest and what situations they’re most useful for.

No More Spread-aches: Experlogix’s Form-ula for Success

Experlogix was built to handle complex tasks like detailed product configurations and contract workflows more efficiently than spreadsheets, which can easily become messy and riddled with errors.

Here’s how Experlogix can turn an arduous, repetitive process into something that takes a matter of minutes.

• Reduces errors. Look, humans make mistakes—it’s just a fact of life (the average error rate in data entry is 1%, which can quickly add up). But Experlogix’s powerful rules engine gives you total control over pricing and discounts so you can deliver accurate quotes every time. This is particularly important for businesses with a large catalog of customizable products, where even the smallest mistake can have a big (bad) impact.
• Combines your existing ecosystem. It’s a nightmare toggling between multiple tools on one screen. Experlogix seamlessly integrates with key sales platforms like Microsoft Dynamics 365, Salesforce, and SAP.
• It’s more visual. Spreadsheets are familiar, but they’re kind of behind the times. Experlogix lets you create beautiful quotes using a drag-and-drop builder that helps you stay on-brand and provide an excellent customer experience.
• Manage everything from one place. Get all your data, project settings, controls, and configurations all in one central console.
• Access detailed reports. Experlogix provides far more data and insights than a basic spreadsheet—you can see exactly how the system is being used and its overall performance.

When you combine this with Experlogix’s smart forms that let you collect customer information quickly, you have all the ingredients you need to deliver detailed, accurate, speedy quotes.

To give you a quick breakdown, Experlogix forms let you create:

• Embeddable forms
• Document-based forms
• Detailed web forms
• Onboarding forms
• Registration forms
• Online web forms
• Shipping forms

Experlogix Forms Are Best For You If…

1. You Need Customizable Workflows

There’s no one-size-fits-all workflow for businesses, regardless of whether you’re in manufacturing, sales, or services. And that’s probably for the best—especially if you have a complex assortment of product configurations. Luckily, Experlogix forms mold to fit your specific business processes.

Imagine you’re a manufacturer who creates custom machinery. With Experlogix, you can set up a form that guides your sales team through each option, making sure they choose compatible parts.

How Experlogix Helps Create Customizable Workflows

• Integrates with your ecosystem. Experlogix integrates with popular sales platforms so you can use your existing data and workflows within these systems. This means everything works smoothly together and improves overall efficiency. A sales team using Salesforce can automatically pull customer data in Experlogix forms, create a quote, and push it back into Salesforce without any manual data entry.
• Uses advanced rules and logic. Experlogix lets you set up rules and logic within its online form builder so you can define complex business rules and calculations. For example, a financial services company that must comply with various regulations can automatically apply the correct rules and validations based on the data entered.

2. You Value Efficiency and Accuracy

Who doesn’t want to get things right every time? Of course, we don’t want to make mistakes, but we’re humans and sometimes it happens. But, if you want to reduce the chance of human error, Experlogix can help you do that.

How Experlogix Helps Improve Efficiency and Accuracy

• Automate workflows. With Experlogix, you can automate repetitive tasks, like approval processes, notifications, and document creation, to reduce cycle times. For example, hiring a new employee often involves multiple types of forms and approvals, including an onboarding form and registration form. Experlogix automates these processes to make sure all necessary documents are completed and approved on time.
• Get unified data across platforms. Because it seamlessly integrates with major CRM systems, Experlogix makes sure customer data is always up-to-date and synchronized. This leads to fewer duplicate data entries and better accuracy throughout the entire customer lifecycle. If a sales team is using an integrated CRM, they can automatically sync data captured through Experlogix forms so all customer interactions are recorded in real-time.

3. You Need Seamless Integration

When your business systems don’t talk to each other, it can feel like you’re trying to cram a round peg into a square hole. It just doesn’t work. Let’s say you run a custom furniture business. Without tying together your existing tech ecosystem, you might find your current quoting process is a real drag.

Your sales team might quote a price, only to find out later that the fabric is out of stock, or you no longer offer the exact configuration the customer wants. With Experlogix, as soon as the salesperson starts putting together the order, they’ll see real-time inventory levels from your ERP system so you don’t have to make those awkward calls to customers telling them you don’t actually make the product they’re looking for.

How Experlogix Provides Seamless Integration

• Integrate with your ecosystems. As well as bridging your existing tech platforms to seamlessly transfer data, Experlogix is smart enough to apply business rules too. For example, if a customer orders a product that needs special handling, Experlogix can automatically flag that information for the shipping department.
• Use APIs to get your software to talk to each other. Experlogix connects up your existing software so you can create a customized workflow made especially for your business. Let’s say you have a custom app that your field technicians use to order parts. With Experlogix’s APIs, you can connect that app directly to your product catalog and pricing rules. Now, techs can get accurate quotes on the spot without having to call back to the office.

The goal of all these integrations is to make your life easier and your business run smoother. It’s about less time wrestling with technology and more time delighting your customers (and allowing your sales team to focus on more strategic tasks). With Experlogix, you’re not just buying software; you’re investing in a simpler, more efficient way of working.

4. You Want To Provide A Premium User Experience

Experlogix online web forms are easy to use. They’re simple to set up, but also create a great user experience on the other end. Anyone can use them without much training, you can quickly change how they look, and they work across all mobile devices—great for people who work outside the office.

How Experlogix Creates a Premium User Experience

• Integrate with existing productivity tools. Integrating Experlogix with your existing tools means users can generate documents directly from Word and Excel—e.g. A financial analyst can pull data from Excel to create a detailed financial report in Word without leaving the application.
• Enjoy real-time collaboration. Multiple users can work on the same document-based forms at the same time. During a project planning session, team members can input their respective tasks and deadlines into a shared form so everyone’s on the same page. This eliminates bottlenecks and speeds up decision-making.

Experlogix’s form submission feature includes a progress bar that shows users how far through they are (and gives you useful insights into user drop-off rate) and autofill tools to speed up the process. This increases form usability.

5. You Want To Scale

Experlogix’s digital business forms are designed to grow with your business, no matter how big or small you start.

Here’s how Experlogix forms grow with you:

• Start small. Imagine you’re a local bakery just getting started with online orders. At first, you might only need a simple form for customers to place cake orders. You can set up a form design with fields for cake type, size, and delivery date using the form field titles and form field labels.
• Grow steadily. As your bakery grows in popularity, you might want to add more customization options to your form. Maybe you now offer custom decorations, different flavors, or specific allergen information. Experlogix forms can easily expand to include this additional information.
• Handle more orders. Your bakery really takes off and now you’re getting hundreds of orders a day instead of just a few. Experlogix forms can handle the increased data volume without annoying roadblocks like system crashes.
• Add new products. If you decide to branch out into catering and need forms for full event menus, you can create new, complex forms for these additional services without switching to a different system.
• Add multiple locations. If you expand into different locations, you can create different forms for each location or use the same form across all of them.
• Integrate with other systems. As you grow, you might start using other business software, like accounting programs or CRM systems. Experlogix forms integrate with these and automatically send the data where it needs to go.
• User-friendly for everyone. Whether you have five employees or 500, Experlogix forms are designed to be easy to use. This means you won’t need to spend a lot of time training new staff as your business grows.
• Customization for complex needs. If your business has unique needs, you can customize Experlogix forms using advanced form styling techniques. For example, if you start offering international shipping for your baked goods, you can add fields for customs information or currency conversion to your shipping form.

Experlogix forms are a bit like a stretchy pair of pants—they’ll fit you comfortably whether you’re a small startup or a big corporation. They can handle more data, more users, and more complex tasks as your business grows without slowing down or breaking. This means you can start using them when you’re small and keep using the same system as you get bigger, saving you the hassle and costs of switching to a new system later on.

Experlogix Might Not Be a Fit If…

Experlogix forms are powerful tools, but they might not be the best form software for every organization. Let’s explore some situations where Experlogix might not be ideal.

Your Organization Prefers Minimal Configuration

Experlogix forms offer a lot of features and options, which can be great for some businesses but might be too much for others.

• Too many bells and whistles. If you’re running a small, local library, you probably just need a simple form for people to request books. While Experlogix forms give you options to add complex pricing calculations, inventory management, and customer relationship tracking, these are features you don’t necessarily need and might find overwhelming.
• Learning curve. With all these features, it can take time to learn how to use Experlogix forms effectively. For a small team or a busy owner who wears many hats, this learning curve might be steeper than you want.
• Overkill for basic needs. If you’re a food truck owner who just wants customers to pre-order their lunches, a basic Google Form might do the job just fine.

You Have Limited IT Resources for Integration

Experlogix forms can integrate with many other systems, which is great for some businesses but might be challenging for others.

Here’s why:

• Too many complicated integrations. Setting up Experlogix to work with your other software systems can take a bit of time. For example, if you’re a small retailer wanting to connect your inventory system with your online order form, you might need someone with technical know-how to set this up correctly.
• Ongoing maintenance. Once everything is set up, you need to keep it running smoothly. This might mean updating integrations when other systems change, troubleshooting issues, or adding new features. If you don’t have a dedicated IT person, this can quickly become a headache.
• Difficulty training staff. When you have a complex system, you need to train your staff to use it. A family-run bed and breakfast, for instance, might struggle to find the time to learn every part of the form functionality.
• Cost considerations. While Experlogix can be cost-effective for larger organizations, smaller businesses might find the cost of implementation and maintenance high relative to their needs. A solo consultant, for example, might find it more economical to use a simpler, less feature-rich solution.

A Formidable Choice: Is Experlogix Your Business Soulmate?

There are many things to love about Experlogix’s web forms. No tech degree needed. No headaches. Just forms that work as hard as you do. But they must be the right fit for your organization.

Before you decide whether Experlogix forms are a winner, take a good look at your business. Are you drowning in complex orders and tangled workflows? Then Experlogix might just be your life raft. But if you’re running a lemonade stand (even a really successful one), you might want to stick with something simpler.

In the end, it’s all about finding the right tool for your business needs. Experlogix could be your golden ticket to smoother operations and happier customers, or it could be overkill. Let us just say this: Experlogix was built to grow with you. So no matter how small you are now, if you’ve got big plans for the future, we recommend choosing a tool that can effortlessly expand as you do.