Intelliform Pro Reviews & Product Details

Intelliform Pro is an all-in-one order management software tailored specifically for print and promotional product distributors. Originally launched in 1994, it has been a trusted solution for over three decades, undergoing a significant redesign in 2025 to incorporate modern features and enhance user accessibility. This cloud-based platform enables distributors to efficiently create, track, and invoice orders from any device without the need for downloads or installations. One of the core functionalities of Intelliform Pro is its comprehensive customer and vendor database management. Users can add an unlimited number of customers and vendors, facilitating seamless organization and retrieval of essential information. The software also offers instant reordering capabilities, allowing distributors to recall complete specifications of past orders swiftly, thereby streamlining the reordering process and reducing manual data entry. Design and artwork management is another pivotal feature. Intelliform Pro enables users to store past artwork securely, ensuring that design files are readily accessible for future orders. This is particularly beneficial for maintaining brand consistency and expediting the order fulfillment process. Additionally, the platform integrates with QuickBooks, allowing users to invoice customers directly from Intelliform Pro, thereby simplifying financial management and reducing the need for multiple software solutions. The software also facilitates the creation of various sales documents, including Requests for Quotes (RFQs), quotes, purchase orders, and acknowledgments. These documents can be printed or emailed directly from the platform, enhancing communication efficiency with clients and vendors. Furthermore, Intelliform Pro provides robust production and shipment tracking features, enabling users to monitor orders throughout the billing cycle and ensure timely deliveries. Accessibility is a key advantage of Intelliform Pro. Being a cloud-based solution, it allows users to place and track orders on computers, tablets, or smartphones without any downloads. This flexibility ensures that distributors can manage their operations from any location with internet access, catering to the dynamic needs of modern businesses. In summary, Intelliform Pro offers a comprehensive suite of features designed to automate and streamline the operations of print and promotional product distributors. Its user-friendly interface, combined with robust functionalities such as database management, instant reordering, design storage, QuickBooks integration, document creation, and shipment tracking, makes it a valuable tool for distributors aiming to enhance efficiency and reduce operational costs.