Step 7: Extend

You've built your forms, you're getting submissions — now what? Now, we do fun things with your data. 

Business Insights

You can do practically anything with data in Microsoft Excel on Windows. That's why we have our Business Insights tool, which allows you to pull your submission information directly from GoCanvas whenever you need it. You can also upload Dispatches and Reference Data directly from your workbook. Learn more.

Business Insights is for exporting your submissions to Excel for basic reporting. For custom dashboard-based data analysis, please check out GoCanvas Analytics. 

Download Business Insights on your Windows desktop computer.

Integrations

Excel isn't the only place to play with data. Whether you want to save a copy of every submission to Dropbox or update a record in Evernote, there's a lot you can do outside of GoCanvas. GoCanvas integrates directly with Box, Dropbox, Evernote, Google Drive, and Zapier (and from Zapier, tons of other cloud-based services). We also have an API that you can hook into to pull data into systems you're already using.

To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Customer Success Manager, Account Manager, Account Executive, or submit a ticket to support.

Payment Options

Do your job and get paid for it. You can collect payment via Square in your form. Navigate to your Forms page, click on the name of your form, and choose Payment Options to learn more (just don't forget to add a Payment Field to your form). 

Analytics

Using the information you already collect with your GoCanvas forms, we can provide you with deeper insight into your data. Analytics can be added from day one or at any point in your service. 

Solutions Engineering

GoCanvas has a dedicated team of Solutions Engineers for to help design your ideal work process. From creating a fully Custom PDF, custom Integrations, or Analytics Dashboard, our team of experts are ready to help.

To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Customer Success Manager, Account Manager, Account Executive, or submit a ticket to support.

Step 8: Get Help