Send digital forms to clients
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Have you ever been in a situation where you closed a client and there were so many questions in the order form, that would only make sense to be in front of the client to answer? We're happy to announce that soon you'll be able to share the form with anyone right from the form so that they can fill it out and submit.
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Vendasta Team
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Eric Schlabach
Do we have the ability to add our own custom forms to this workflow? Instead of only Marketing services products.. Would be VERY helpful for those of us who manage their own fulfillment!
Jehan Zouak
Eric Schlabach: fulfillment forms are available for all products now, so you can create forms for your own custom products! You'll find a demo at 1:50 in this week's What's New video: https://roadmap.vendasta.com/changelog/whats-new-2023-07-13