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Posted

As part of our process for a new client we currently use a Word doc to gather information for their business profile.

I’d like to do this digitally where the user has room to type in longer responses, as well as have some drop down choices for other responses.

 

Our admin would send it out to the new client.

 

Suggestions?

Posted

Or if you use a crm that functionality may exist there (like pipedrive)

 

You can also do google docs

 

You can also do in word

 

There are also web apps

 

So, MS forms or crm would be my first choice. Pipedrive has this functionality. CRM really if you can do it.

 

 

Sent from my iPhone using Tapatalk Pro

 

Posted

I think you need to decide your full requirements before selecting a product.  How is the customer going to fill in the form? What do they do with it once they’ve completed it?  Print it out.  Send it to a database.   

Posted

I’d like for us to get a notification once it is completed. The data we would enter into their project file in our CRM.

Currently it is done on a Word doc and it’s restrictive in places where they need to type in longer answers.
I’ll test out Forms and see if the works.

I appreciate the feedback.

Posted
On 8/1/2019 at 3:43 PM, Handcruser said:

Or if you use a crm that functionality may exist there (like pipedrive)

 

You can also do google docs

 

You can also do in word

 

There are also web apps

 

So, MS forms or crm would be my first choice. Pipedrive has this functionality. CRM really if you can do it.

 

 

Sent from my iPhone using Tapatalk Pro

 

paging @Steel Shank

  • Like 1
Posted
Moving from Zoho to DealStudio.

They have web forms I’m pretty sure. That would be the path I’d take. Automate it as much as possible.


Sent from my iPhone using Tapatalk Pro
  • Like 1

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