Are you fed up with chasing clients for content? Or projects getting delayed because of missing or incorrect files? Document collection software could be the solution you need.
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How to receive large files
If you regularly receive large files from clients then you’ll need a way to collect and organise them that is both professional and easy to use. File transfer programmes are quick but leave you with hours of work downloading and organising files. Cloud storage software is strong on organisation, but clients often have to have accounts and you can’t white label the client experience. File Request Pro does it all.
Dropbox File Requests (your questions answered)
Dropbox File Requests provide you with a simple way to collect files from anyone you email or send a link. They don’t need to have a Dropbox account. However, there is a file limit, you can’t collect emails, and Dropbox brand file requests.
Here are some commonly asked questions about Dropbox File Requests, with answers.
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File Request Pro: The Business Alternative to Dropbox File Request
Dropbox’s File request feature lets you collect files from anyone, even if they don’t have a Dropbox account. However, this ‘add on’ feature can be too basic for business users. File Request Pro provides a professional alternative for content and document collection that integrates with Dropbox.
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Dropbox Forms (How to build a form that syncs back to Dropbox)
Dropbox is primarily a cloud storage service that lets you save files online and sync them to your devices. You can create various documents inside Dropbox, including documents and spreadsheets, but you can’t create a form.
To create a form that synchs with Dropbox you’ll need to use a form builder, upload page software with Dropbox integration, or use an automation tool like Zapier.
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Receive uploaded files in your GoDaddy site
GoDaddy doesn’t have a file upload field that you can add to forms. It mainly supports email marketing collection forms, so for any other type of form you’ll need to use a plugin or software that integrates with GoDaddy websites.
File Request Pro is a file upload tool that integrates with GoDaddy and provides secure and customisable forms with upload functionality.
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Receive uploaded files in your Wix site
Wix has a basic file upload option that you can add to your site. You can access the files in your Media Manager and then download them. If you need to collect files from friends and family this is probably okay. If you need a more professional document collection solution look at file request software that integrates with Wix.
Client intake form checklist (for B2B companies)
A digital client intake form is a simple way for you to gather useful information about clients, to ensure you have a practical overview of what your clients need, what their pain points are, and whether your service is suitable for them. Done well, they should streamline your workflow and reduce the amount of non-billable hours you spend onboarding your clients.
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