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Form Assembly forms into NPSP, with payment options.
Extremely complex Word Documents with Conga and Docusign integration. 4 different document types with three different brands, and conditional displays to produce 24 different contracts.
Complex Gravity Forms WordPress forms into Salesforce.
Form Titan forms into Salesforce. Hugely complex forms.
Drawloop Excel documents with complex pricing information.
Fully functional Construction Variation documents into Excel using Drawloop.
Complex Drawloop contract documents and AssureSign integration (AssureSign was not successful unfortunately, as the product was not complete at that time).
Full proposal and quotation document generation and eSigning using Opero in Google Docs. Many challenges and tricks used, but the end result is amazing.
Formstack course application forms into Salesforce.
Complex custom data entry forms for field service workers to capture data from hundreds of sites per day. This was coded by Skedulo's custom development team but full design, testing, and ongoing operations by me.
These custom forms were rebuilt into Flow at a later date. I did have help building out the Flow basics due to a short time frame to get them done, but I did all the testing and implementation, and built a custom Visualforce bridge landing page between Skedulo and Flow. (Skedulo would only support Visualforce).
Extracting data to Excel using Xappex, then manipulating the data using Power Query to produce reports and charts for business and board use.
Complex data manipulation and importing using Power Query and Xapex to get bulk data imported easily on a regular basis. One sheet was set up to import into Sage (old, non Web, version) and Salesforce so the data matched.
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