Sales Report Form Template

Form Fields

With over 30 form fields available for you in the Formplus form builder, it is even easier for you to collect different information in your sales report form. Our form builder has a drag-and-drop feature that makes it really convenient for you to add preferred fields into your form.

Prefilled Forms

You can also send out custom prefill links to form respondents to cut down on the time spent on filling out your form. When a form respondent clicks on the custom prefill link, the sales report template would be automatically filled out with information obtained via the URL.

Teams and Collaboration

With a Formplus shared account, you and your team members can collaborate on forms, responses, and folders. The shared account has an audit trail that enables you to track any changes made to your form, and as the account administrator, you can assign roles to your team members too. 

If you want to restrict access to your sales report form, you can make it private. A private form is very secure and gives you more control over data collection because only members of your Formplus shared account would be able to view and fill it.

Embed forms and Multiple Sharing Options

Formplus allows you to embed your sales report template as a web pop-up or iframe on your organization's website. You can also use the Formplus plug-in available on  WordPress, to add the sales report form to your website through a widget. 

With the social media direct sharing buttons, you can instantly share your sales report form on your organization's social media pages. Formplus allows you to send out email invitations to form respondents, and you can share your form via its unique QR code too.

Analytics and Reports

Create beautiful custom visual reports for your form data using the reports summary tool in the form analytics section. All you need to do is click on the desired form field or data to instantly display the information as a graph or chart. 

In the form analytics dashboard, you can view important statistics about your sales report template form like the total number of sales reports and the total number of form views. The form analytics dashboard provides an interesting insight into your form, submissions, and the overall data collection process.

Form Customization

With the various customization options in the Formplus form builder, you can be sure to create beautiful forms that reflect your organization's brand image. Formplus allows you to tweak the outlook of your form by changing the background color and adding preferred background images. 

You can also insert your organization's logo in your sales report form to make it more formal and professional.

With  knowledge of CSS, you can modify your form layout, change the form theme, and even stylize the sales report template.

Analytics and Reports

Create beautiful custom visual reports for your form data using the reports summary tool in the form analytics section. All you need to do is click on the desired form field or data to instantly display the information as a graph or chart. 

In the form analytics dashboard, you can view important statistics about your sales report template form like the total number of sales reports and the total number of form views. The form analytics dashboard provides an interesting insight into your form, submissions, and the overall data collection process.

Mobile-Friendly Forms

With Formplus, you can create your Sales Report Form on the go from the comfort of your mobile device. The Formplus builder is mobile-responsive; making it possible for you to drag and drop fields into your form, customize your form and share with respondents, right in your mobile device.

Formplus forms are also user-responsive so that they can be viewed and filled out on any internet-enabled device including your smartphones. Formplus Our forms automatically adapt to the device they are viewed on; making it possible for form respondents to fill them out without having to pinch in or zoom out.

Google Sheets Integration

With Google Sheets integration, you can update new form responses on  your spreadsheet instantly  without having to export or import form data. Google sheets integration makes it possible for you to swiftly share form data with your team members and organize form responses too.

Autoresponder Emails and Email Notification to others

After receiving a new sales report form entry, you can instantly send out a confirmation email to the form respondent. This autoresponder message can also include post-submission information and a copy of the sales report form for future references. 

Formplus also allows you to notify  stakeholders of new form submissions by sending out email notifications to them. Notification emails can be scheduled on a daily, weekly, or monthly basis and you can also include a copy of the form entries in the emails.

File Uploads and Storage Integrations

Formplus forms can be fitted with file upload fields that enable you to receive unlimited files of any size, directly in your form. All received files are stored in your preferred cloud storage where they can be organized and processed without any hassles. 

Formplus supports Google Drive, OneDrive, and Dropbox external storage systems; thus, allowing you to directly receive file uploads in your preferred cloud storage system. In addition, you can easily rename received files by adding form fields for this purpose to your sales report template.

Submission Deadline and Limits

If you wish to stop receiving submissions in your form after a stipulated period of time or number of submissions , you can set a submission deadline and/or limit for your sales report form. 

With submission deadlines and limits, you enjoy even more control over your data gathering process.

Document Templates in Email Docx/Pdf attachment

Sending out copies of form submissions as PDF or Docx email attachments helps everyone to stay updated on your data collection process. In this sense, team members can easily organize the data contained in the document while the form respondent can have a copy of his or her submission for future references. 

Date-Time Validation

Avoid date-time input errors in your form with field validation. Field validation prevents form respondents from submitting the wrong date-time format in your form, and this ultimately improves the quality of data gathered via your sales report template. 

When anyone attempts to submit false data in your sales report form, such data entry will be flagged down and an automatic error message would be displayed in the form. Field validation also accelerates the process of editing and processing form responses. 

Email Invitation

Track form submissions and prevent multiple submissions in your form by sending out email invitations to form respondents. Once a form respondent fills out your sales report template via the email invitation, you can choose to prevent them from having any further access to your form.