Dodge Data Entry and Manual Mistakes with Glances Pre-Filled Forms
Tired of entering repetitive data across different apps?
Having to manually type or copy/paste the same details from one business app to another is not only a frustrating time-suck, it takes you away from the talent-based work you were hired for. Glances Actions already have a stellar reputation for helping you complete time-saving tasks across apps, but our pre-filled forms take that magic to the next level by auto-completing forms on your behalf!
Like having a personal workday assistant, this powerhouse feature enables you to spend less time on typing and data entry, which naturally reduces errors and the re-work needed to resolve them. From apps like monday.com and QuickBooks to your CRM of choice, Glances pre-filled forms are compatible with loads of popular SaaS platforms. While use case ideas for pre-filled forms are endless, below is a quick sampling of how this feature helps real teams cut hours from manual data work, every single day:
✔️ Wiz through invoice and estimate creation with barely any typing
✔️ Keep your customer records up to date without lifting a finger
✔️ Speed up expense reporting by auto-filling details from receipts or POs
✔️ Easily fill out requests in custom platforms without breaking a sweat
Watch Video: Glances Pre-Filled Forms Automate Data Entry
Getting started with Glances pre-filled forms feature
Whether you use pre-filled forms for a few simple fields or you have dozens of data entry points you need automated, it starts with our team’s process to understand your desired app connections and workflow needs. From there, we apply the correct mappings to your apps and Actions, test them out, then let you fly!
Once your pre-filled forms feature is ready, you can simply click to open the Glances widget anywhere online. Next, select your Glances Action of choice – like creating a new customer, invoice, estimate, or similar form – and like magic, your form will have the relevant data you require already in place.
Email support@glances.com or visit our support site article to learn more.
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More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.