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 customisations.
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.
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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.
Use File Request Pro to create one-page or multi-page upload forms with your company branding using our form builder.
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Looking to build forms for your clients that are compatible with your Saleforce organisation?
You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.
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.
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Microsoft OneDrive file requests is a popular feature that provides you with a simple way to collect audio, video, presentations and documents from anyone within your organisation 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 the OneDrive file request feature, with answers.
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Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer (KYC) checklists are part of AML, and are specifically designed to help with customer identification and screening.
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File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organising files and content.
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