Case Study: Cal Coast Commodities streamlines purchase approvals and digital workflows with GoFormz

Cal Coast Commodities - Customer Case Study

Cal Coast Commodities, a multi-department agriculture business, was relying on text messages and a limited QuickBooks process to request and approve purchase orders, which led to mistakes, delays, and a lack of proper oversight. The company needed a better way to manage approvals, and turned to GoFormz and its digital forms platform to replace the informal process.

GoFormz implemented digital purchase order forms with dynamic workflows, group-based approvals, and digital signatures to route requests to the right managers automatically. This streamlined Cal Coast Commodities’ approval process, reduced reliance on text messages, and gave them a scalable purchasing system with strong customer support from GoFormz; the team also plans to expand into more forms and advanced reporting.

Cal Coast Commodities

Shelly Perez

Chief Administrator and Head of HR