Dashpivot templates
The smartest format for your forms and documents
Driving information capture and tracking across projects and companies of every size
Move your processes from clunky word docs, PDFs, spreadsheets & standalone apps into a single touch digital format
Build from scratch
Use a drag-and-drop template builder to build any form with ease. Choose from text fields, dates, photo fields, tables, sketches, digital signatures and more.
Choose from best practices
Select from our free library of hundreds of templates across health & safety, quality, environmental, financial, plant and equipment, and commercial use cases - and easily customise them to suit your operations.
Convert existing docs
Convert your existing docs from word, excel, PDF or other apps into the system to reduce the effort associated with upgrading your processes.
Dashpivot templates combine the best elements of traditional information formats into one digital document
The flexibility of a Word doc
Build and edit document layouts more easily than in Word with powerful field options like photo fields and dropdown selectors and automated formatting to keep everything looking neat and professional.
The searchability of a spreadsheet
View your templates, forms and records in a register or 'spreadsheet' view with zero additional data entry. Filter and find specific records in the system in a couple of clicks.
The presentation of PDF
Generate perfectly formatted PDF reports in a single click. Download or print them in the office or send them via the phone or tablet directly from site.
Dashpivot has saved time for our team by allowing forms to be completed in the field and it automatically populates a register. Dashpivot templates have eliminated the need for paper forms.
| Sarah W Senior Environmental Coordinator | Source: Capterra |
Powerful features for document and procedural compliance
Document workflows
Setup automated workflows for approval-based processes like permits and timesheets so the right procedure is followed every time.
Automatic document and template control
Ensure everyone is always using the same latest version of a template with real-time syncing. Make a change to your master template and it will be reflected on everyone's document.
Automatic version and audit control
Get an automated and bulletproof audit trail or real-time 'feed' of any changes made to your forms to maintain deeper control over individual and company records.
Accessible from anywhere and easy to use in the field
Save time
Enable your field workers to spend less time doing 'paperwork' with smart features like conditional form logic, clone, automatic calculations and instant contactless signatures .
Build bulletproof records
Get better field records with real-time photo and video, GPS location data, photo and PDF markups, required fields and conditional logic which prompts workers to fill in specific questions or fields after other fields have been answered in certain ways.
Share information instantly and automatically
Ensure no data is ever lost no matter where people are with offline mode as well as draft mode and autosave. Real-time syncing and 'Send as PDF' ensure your data and reports are secure and professional.
Single touch templates tie all of your information together to eliminate double-handling and enable real-time insights
See how other companies like yours use Dashpivot templates
Cherrie Civil Engineering
See how Cherrie has been able to build a more agile company and smarter business management system
Ward Civil
See how Ward digitised and streamlined its entire IMS (internal management system) with Dashpivot
Try Dashpivot templates for yourself for free
English (United States) 
English (Australia) 
English (UK) 
English (New Zealand) 
English (South Africa) 
German