Smart Forms

Internal - Create customized forms for internal use. Smart Forms can include numerous types of fields (drop down, dollar value, date, etc.) and can be formatted to neatly export into Excel. When standard RepConcert documents do not capture the specific information needed, Smart Forms can be created to supplement standard form fields. Create Smart Forms to emulate a Monthly Reporting template, Annual Planning or Market Planning form, sales activity notes, pipeline activity, etc. Partner - Each partner typically has different information requirements for planning and managing their businesses. This information is usually gathered using Monthly Reports, although separate market or annual planning may be done. Partner Smart Forms are customizable by the manufacturer, so when you access them, the format has been specified and designed by the manufacturer to capture the specific information they require. RepConcert allows users to satisfy various reporting requirements within a single application.