Include signature capabilites into your forms. Capture signatures by allowing customers to sign your forms using touchscreen devices or their mouse. Any form submitted can be automatically converted to PDF and emailed to you and to the user. As well, the signed form can be automatically linked to the contact in InfoFlo.
Once a customer fills out your form, InfoFlo will instantly create a new Contact and Company. All fields are added to the contact so that you already have their name, phone number any other information filled out in the form. In addition, the Contact and Company are linked to a shared Category for all users to access the data.
Instantly get notified by email when a customer fills out your custom online form, with all pertinent information shown within the email. We can even show all filled out fields in the subject header, such as customer first and last name, so that you already have vital information displayed without having to open up the email message.
InfoFlo can automatically convert any submitted form to PDF and link it to the Contact, under the Files tab inside InfoFlo CRM. As a result, you have one-click access to any form submitted by your customers
Are you currently using Constant Contact or Mail Chimp for your email marketing? Are you frustrated in having to manually update web leads? With InfoFlo Forms any time a form is filled out, a new contact will be created in InfoFlo.
Single or multi-paged online forms designed specifically the way you want it. Some examples include Contact Us, Free Trial, Feedback, Surveys, Agreements and any other type of custom static or dynamic web forms.
Automatically email a PDF version of any form, such as warranty, contract or agreement forms, to a customer who submitted a form. As soon as the form is filled out a customized confirmation email with custom content will be sent using field codes such as First and Last Name or phone number etc of the customer can be included.
Automatically send customized confirmation emails to customers after form submission. Create several confirmation messages and trigger them depending on the input provided by customers. As well, you can define the “from” address so that customer can directly reply to a specific user or department.
Create simple field rules by assigning which fields are required and which are not. If required fields are not filled out, the customer will be told which fields still need to be filled out in order for the submission to be completed. As well, show and hide fields when certain conditions are met so that not all form fields are shown all at once.
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