Preparare
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Crea e applica questionario modelli
Create interactive organizer templates to collect client info.
Consenti ai clienti di copiare questionario sezioni
Allow clients to add more sections inside forms if needed.
Crea e applica modelli di richiesta del cliente
Use request templates to gather client information faster.
La logica condizionale interviene questionari
Display questions and sections based on client's previous answers.
Document upload in organizers
Set default upload folders and enable real-time upload notifications inside forms.
Sincronizzazione questionari risposte con campi personalizzati
Save time and reduce manual entry while keeping client profiles updated.
Precompilare le risposte in questionari
Allow your clients to auto-populate organizer answers from previous submissions.
Consentire ai clienti di creare il proprio questionari
Enable self-service organizers, allowing clients to create their own forms from predefined templates.