Custom Digital Processes

Not every business process fits a standard template. ZeeForm helps you design digital workflows around your specific requirements, connecting forms, documents, business rules, approvals and signatures in one coordinated process. Create experiences that fit your organization instead of forcing your organization to adapt to disconnected tools.

Process

Your process. Your rules. One connected workflow.

Five steps, build digital workflows around the way your business works.

Step 1

Define the process

Identify the participants, required information, business rules and expected outcome.

Step 2

Design the workflow

Arrange the forms, stages, decisions and responsibilities into a structured process.

Step 3

Connect and configure

Set up supported integrations, notifications, approvals and signature steps as required.

Step 4

Test, launch and improve

Validate the experience, launch the workflow and refine it based on operational feedback and available process data.

Step 5

Launch and refine

The process goes live, and what it records feeds the next version of it.

Any process that combines documents, approvals and signatures

Whichever world it belongs to, the shape is the same: an existing document becomes a process with validated fields, logic that decides what to show, signatures in the right order, and structured data on the way out. The six scenarios below are that one engine in different contexts.

Design the experience

Organize the information, forms and steps participants need to complete.

Define the process logic

Structure stages, decision points and routing according to your business requirements and the platform’s supported capabilities.

Connect documents and actions

Bring relevant documents, approvals, signatures and configured follow-up actions into the same workflow.

Improve visibility and control

Track process status and make the workflow easier to understand, manage and refine.

Design the experience

Organize the information, forms and steps participants need to complete.

What the process covers:

Configurable digital forms
Integration options

Define the process logic

Structure stages, decision points and routing according to your business requirements and the platform’s supported capabilities.

What the process covers:

Multi-step workflow design
Notifications and automated actions

Connect documents and actions

Bring relevant documents, approvals, signatures and configured follow-up actions into the same workflow.

What the process covers:

Conditional stages and routing, where supported
Process tracking and operational insights

Improve visibility and control

Track process status and make the workflow easier to understand, manage and refine.

What the process covers:

Document and signature steps

Start for free

Your business process deserves more than a workaround.

Design a connected digital experience that works around your requirements.

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