Digital Intake Form

[T’Boo Ted Marshall 2779]

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?

[52-80 19377]

Microsoft Forms, if you got O365 subscription

https://en.wikipedia.org/wiki/Microsoft_Forms

[Handcruser 2815]

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

 

[Nice Guy Eddie 13729]

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.   

[T’Boo Ted Marshall 2779]

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.

[Gil Bang 26235]

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

[SDG 3336]

26 minutes ago, Gil Bang said:

paging @Steel Shank

Dude, busy making glorious food.  

[Gil Bang 26235]

Yep.  Those cheeto tacos take some planning and prep time. 

[RPM 26625]

MS Paint

[Steel Shank 9553]

Indeed.

[Buzzrock 15136]

What’s your CRM?

[T’Boo Ted Marshall 2779]

Moving from Zoho to DealStudio.

[ROFL BOX 6655]

Did someone say "digital intake"?

[Handcruser 2815]

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

[dingleberryswitzer 2724]

I've used Google forms, but it's not very professional.

You can export the responses as a xls/csv though