Baton Unveils Powerful Native Forms Feature for Seamless Data Collection and Collaboration

November 2, 2023

NEW YORK, NY – Nov. 2, 2023 – Baton, a leading provider of implementation and customer onboarding technology solutions, announces the release of its groundbreaking native Forms feature, a game-changer in the realm of data collection and collaboration.

Baton’s purpose-built implementation management solution empowers technology providers, clients, and partners with innovative project management capabilities that add efficiency, predictability, and scalability to this critical phase of the customer journey. 

With the addition of Forms, Baton’s clients, which include top-tier technology providers like Zenefits, VTS, and Built Technologies, will now be able to create, share, and gather data seamlessly within the Baton platform. Designed to meet the diverse needs of internal teams and customers, these forms are versatile and reusable, providing an efficient solution for a variety of use cases.

Key Features of Baton's Native Forms Feature Include:

  • Default Form Templates: Baton users can choose from a selection of ready-to-use and customizable form templates from Project Initiation to Project Closure. Whether collecting project details, specifying asset requirements, or obtaining customer feedback, the Forms feature offers unparalleled flexibility.
  • Drag-and-Drop Form Builder: Leverage a user-friendly drag-and-drop interface to construct customized forms from scratch, with support for eight distinct data input types.
  • Share and Collaborate: With Baton’s Forms, collaboration becomes a breeze. Share forms with internal teams or customers or add them to an individual project or project template, allowing for seamless collaboration and feedback. This fosters efficient communication and ensures everyone remains on the same page.
  • Versatility and Reusability: The Forms feature is designed to be versatile and reusable. Users can easily create unique form templates or replicate forms for similar projects or tasks, saving time and ensuring consistency across different processes.
  • Automated Notifications: To ensure all key parties remain up to speed and are accountable for form completion, Baton’s Forms feature automatically notifies respective parties (both internal and external) via email when a form is submitted. 

Baton encourages users to explore the Forms feature and experience the enhanced capabilities it brings to the platform. The company is confident that this feature will be a valuable asset for businesses seeking efficient data collection and collaboration solutions.

To learn more about Baton’s Forms feature and its capabilities, view our full product update.