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.
Use Dropbox for cloud storage and File Request Pro for requesting files
File Request Pro means you can continue to use Dropbox for organising and storing your files and File Request Pro for professionally collecting files and extra information.
1. Customise and white-label your file requests with File Request Pro
You can customise and white-label your file request forms so they match your company branding, and are viewed as trustworthy by your clients. Request forms can be embedded on your website or act as standalone pages. They can be one-page or multi-page. You can even use a custom url or your own subdomain.
× Dropbox file requests are branded and designed by Dropbox. Link URLs are unrelated to your company.
2. Collect client emails and other information
With File Request pro, you can ask for whatever client information you need using a range of form fields. These include: text, phone, email, URL, checkbox, dropdown, date, and more.
You can also use conditional form logic to personalise file requests and get relevant information from each client.
Client information will be sent as a text file to your Dropbox account.
× Dropbox file requests don’t send you a client’s email with their files. You can’t easily collect other client information.
3. Automate file organisation
You can dynamically organise client content and files using a range of criteria with File Request Pro. Choose a root folder that you want content to be organised within (like ‘File Request Pro’ or ‘Client Information’). Then choose how you want client data to be organised, for example:
- Choose to dynamically organise client data by their name. By selecting one box in ‘Uploading & File Destination’ you can automatically organise hundreds of client files and documents.
- Choose to dynamically organise client data by their email
- Choose to dynamically organise client data by their address
- Choose to dynamically organise client data by a ‘hidden’ value – in the example below, I’ve specified a customer number
× Dropbox file requests lets you choose a root folder for client files. It doesn’t support dynamic file collection.
4. Automate and customise reminder and thank you emails
You can set up automatic reminders and thank you emails, so you don’t have to spend time chasing clients for information. The reminder sequence is also ‘smart’, so if a client has uploaded one out of two files their reminder email will only ask for the remaining file.
× Dropbox file requests sends one reminder email on your behalf, if you have a Pro account. You can’t automate a reminder email sequence.
How does File Request Pro work?
File Request has been created to be as easy to use as possible, for both you and your clients.
- Create branded upload pages, no coding required
- Send a link to the page to clients, or embed on your website
- Set up automatic reminders and thank you emails
- Share the page with your clients
- View your files in Dropbox
Need more information? Here’s our product overview.
How does File Request Pro integrate with Dropbox?
As part of our onboarding process, you’ll be asked whether you want to connect with any cloud providers.
Simply select ‘Connect Dropbox’, allow permission, and you’re done. File Request Pro natively integrates with Dropbox, so you don’t need to use Zapier.
Ready to give File Request Pro a try?
Get started with File Request Pro and have an easy and professional way to collect files, and other content, from your clients and business partners.
Get started with our free 14-day no obligation trial.