• 1
    Add Contracts to Onboarding Flow
    4 weeks agoopen0
    The E-Sign that is currently available in the Onboarding Flow does not contain an electronic record and does not allow for a countersign. It would be great to be able to start the Onboarding Flow with a legit contract with an electronic record and countersign.And additionally, I'm not sure if this is currently possible, but being able to direct that completed contract (and forms from that Flow) to the client files instead of having to retrieve them from Flow submissions.
  • 1
    List View and Export for General Usage Forms
    4 weeks agoopen0
    The view of the General Usage Form submissions could benefit from a table view of all submissions and an export capability.
  • 3
    Learning Management System
    4 weeks agoopen0
    It would be great if this has Learning Management system, with quiz, score , certification, notification
  • 1
    Font Family and Size
    4 weeks agoopen0
    I would love to be able to customize the font family and size all over the platform. Customize typography for Portal Pages, Forms, Menus, Emails to name the most important sections. Having this feature would help us match the style of the platform with the company.
  • 1
    Standard Lists in Forms
    4 weeks agoopen0
    Please include ready-made standard lists such as countries for example in the form dropdown list field
  • 1
    Phone number field standardization and validation in Forms
    4 weeks agoopen0
    Please update the phone field to be standardized/validated with country-codes or flags
  • 1
    Use Forms to Populate Project Descriptions / Tasks
    4 weeks agoopen0
    Within the Portal I would like to ask my clients to essentially submit an enquiry by loading a form into a designated page. (this bit can already be done of course)However, on submission I would like the form responses to be captured and added to a new Project that is created as a result of the submission of the form.This will allow my team to be notified of the new project by email and to be able to see the clients requirements within the project detail.
  • 1
    Customize forms (Design)
    4 weeks agoopen0
    Ability to customize the design of forms: changing the background, fonts, colors, etc. to match the branding of the rest of the platform/portal.Would be great if the branding settings we applied globally also reached to forms automatically.
  • 1
    Lead magnet forms
    4 weeks agoopen0
    The possibility of making lead magnets as a type of form where only the email is required and the confirmation email includes the download link.I know the platform needs first and last names for the CRM, but it should be possible to get leads with a lead magnet where we only have their email address and add additional information later when they become prospects or clients.
  • 1
    Customize intake forms (Placeholder Text)
    4 weeks agoopen0
    Ability to add placeholder text (or tooltips) for forms to add additional prompts or instructions.