Product Features
Forms
Capture critical information from your client, without the back-and-forth.
No obligation. No card details required
Get answers to time-saving questions
Provide a great service to your clients by getting answers to critical questions, fast.
Create forms on your documents in a few clicks.
Stop playing email tennis and get answers to your questions at quoting / contracting signing.
Your clients can upload multiple documents, in any format, securely.
Key features
Integrate
Build forms into your quotes or contracts.
Capture
Capture information in a variety of ways using text, dates and checkboxes.
Edit
Create and edit forms on the fly as the situation dictates.
Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
