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.
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.
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.
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.
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.