Prepara
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Crear y aplicar plantillas de formulario
Crea plantillas de formulario interactivos para recoger información de los clientes.
Permitir a los clientes copiar secciones formulario
Allow clients to add more sections inside forms if needed.
Crea y aplica plantillas de solicitud de clientes
Use request templates to gather client information faster.
Saltos lógicos condicionales en formularios
Display questions and sections based on client's previous answers.
Documento cargar en formularios
Set default upload folders and enable real-time upload notifications inside forms.
Sincronizar respuestas formularios con campos personalizados
Save time and reduce manual entry while keeping client profiles updated.
Precompletar respuestas en formularios
Allow your clients to auto-populate organizer answers from previous submissions.
Permitir a los clientes crear sus propios formularios
Enable self-service organizers, allowing clients to create their own forms from predefined templates.