A forms app that improves your workflow.
Include a form on your website to collect any information.
Configure your custom process using Salesforce Flows
Integrate with Opero Signature, Documents, and Payments.
Configure your forms easily within Salesforce. Using the power of Salesforce Flows you can configure your custom processes when a form response is received.
Collect vital data
Automate processes post form collection. The form response remains related to records, which allows you to update fields on the same records. Email a link to a form that is related to any record in Salesforce.
Create a form to collect any information and embed it on your website. Configure the form response to create a Lead or Account and Contact or any custom object(s) you desire.
Form responses securely saved
All form responses are saved in your Salesforce platform keeping your data private and secure.
Automatically generate documents
After a form submission, configure your process to auto generate a document with Opero Documents. Redirect your customer to download the file generated or to the generated Google Doc.
Automatically generate a contract and accept eSignature
Collect any data from a customer prior to generating your contract document using Opero Documents. Generate the eSignature document and serve that contract for signature after form submission using Opero Signature.
Collect data after eSignature
Configure Opero Signature to redirect to a Form to collect data after they have accepted the contract via eSignature.
Get payment before or after form response
Configure a process to redirect to a Payment page with Opero Payments after a form submission. Or configure the payment page to direct to a form after payment.
A forms solution like no other.
“Customers of Opero Signature app needed to collect important information from their customers. We historically had to refer them to another product, not any more with Opero Forms.”
Travis Ramsey, Opero CEO
“Opero wanted to design a form solution that takes advantage of the power and flexibility of the Salesforce platform."
“This Form app solution makes it simple and easy to configure.”