Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

Download PDFDownload PDF
Blog

#MergeMasters - Adaptive Mobile

Formstack
/
July 7, 2017
Blog

#MergeMasters - Adaptive Mobile

MIN
/
July 7, 2017
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

Blog

#MergeMasters - Adaptive Mobile

Blog

#MergeMasters - Adaptive Mobile

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As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

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No items found.
Infographic

#MergeMasters - Adaptive Mobile

Learn how Adaptive Mobile Security saves hundreds of hours by generating secure documents using data from their Salesforce CRM.
Download InfographicDownload Infographic

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The ProblemÂ

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process. Â


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial:Â Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration
Â

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

Â

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