Author: Hannah

File Request Pro provides you with an easy way to gather support requests from your customers.  It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations.

Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? Make sure to check out our article about it.

Use File Request Pro to quickly create one-page or multi-page customer support forms that give your team the information they need to deal with customer problems.

Continue reading “An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments”

File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature.

Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? Make sure to check out our article about it.

Use File Request Pro to create one-page or multi-page upload forms with your company branding using our form builder.

Continue reading “A Simple, No-Code Alternative to Salesforce’s Web-To-Lead Feature”

Looking to build forms for your clients that are compatible with your Salesforce organization?

You have a number of options, depending on your use case and budget.  Salesforce has two basic features for creating specific forms.

Continue reading “Guide to Salesforce Forms for Data Collection”

Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.

Continue reading “How to Create Simple and Customisable Forms for Salesforce”

File requests are a popular feature in OneDrive that provides you with a simple way to collect audio, video, presentations, and documents from anyone within your organization or external to it. It is an ideal way to securely collect large files without having to use file-sharing software.

Here are some commonly asked questions about this feature, with answers.

Continue reading “OneDrive File Requests: How to request files using OneDrive”

Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer checklists are part of AML and are specifically designed to help with customer identification and screening.

Continue reading “How to create a Know Your Customer (KYC) checklist”

File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
Continue reading “Fileinvite Alternative (The Easy Way to Collect Files and Content)”