Product Features

Forms

Capture critical information from your client, without the back-and-forth.

No obligation. No card details required

Get answers to time-saving questions

Provide a great service to your clients by getting answers to critical questions, fast.
Create forms on your documents in a few clicks.

Stop playing email tennis and get answers to your questions at quoting / contracting signing.

Your clients can upload multiple documents, in any format, securely.

Key features

Integrate

Build forms into your quotes or contracts.

Capture

Capture information in a variety of ways using text, dates and checkboxes.

Edit

Create and edit forms on the fly as the situation dictates.

Seamless integration with your favourite tools

Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.