we use JotForm. Customers can get an instant quote, and it takes them to sign their contract all automatically, and when they fill out the signup form and sign it, it sends the contract to their email, creates them as a user in our customer portal app, changes their lifecycle stage to customer in our crm, sends them a welcome email, and they can enter their billing info into our billing page.
I like all the integrations you can do with JotForm. Also all of the conditional logic.
You can use query strings to prefill the forms and even hide or lock the field, so someone could get a price or enter their name in one page that puts them into your crm, and the page it redirects them to can be “urlforform.com?firstname=bob&lastname=smith&price=150”
For example on our app we have forms embedded that use the users information but they don’t even have to put it into the form. All they do is fill out the request itself, but on our end we get notifications like “Bob smith made a request for their property 123 Main Street, and they selected ‘need fertilizer application’” and it gets assigned to the proper location since we have 4 of them and the requests need to stay organized.
I like all the integrations you can do with JotForm. Also all of the conditional logic.
You can use query strings to prefill the forms and even hide or lock the field, so someone could get a price or enter their name in one page that puts them into your crm, and the page it redirects them to can be “urlforform.com?firstname=bob&lastname=smith&price=150”
For example on our app we have forms embedded that use the users information but they don’t even have to put it into the form. All they do is fill out the request itself, but on our end we get notifications like “Bob smith made a request for their property 123 Main Street, and they selected ‘need fertilizer application’” and it gets assigned to the proper location since we have 4 of them and the requests need to stay organized.