Are you fed up with chasing clients for content? Or are projects getting delayed because of missing or incorrect files? Document collection software could be the solution you need.
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If you regularly receive large files from clients then you’ll need a way to collect and organize them that is both professional and easy to use. File transfer programs are quick but leave you with hours of work downloading and organizing files. Cloud storage software is strong on organization, but clients often have to have accounts and you can’t white label the client experience. File Request Pro does it all.

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Dropbox File Requests make collecting files easy and organized. Instead of sending attachments by email, anyone can upload files directly to your Dropbox. This feature is especially useful for projects, events, or any scenario where multiple files are needed from various people.

To use Dropbox File Requests, simply create a request and share the link. People can then upload their files, which will automatically be saved to your Dropbox. It’s a simple way to keep all necessary documents in one place without cluttering your inbox.

Dropbox ensures that your files are secure and accessible. You can set deadlines for submissions and get notifications when new files are added. This makes managing and organizing files a breeze, especially for busy professionals and teams.

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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.
Continue reading “File Request Pro: The Business Alternative to Dropbox File Request”

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.

Continue reading “Dropbox Forms (How to build a form that syncs back to Dropbox)”

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 customizable forms with upload functionality.
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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.

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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 onboard your clients.

Continue reading “Client Intake Form Checklist (for B2B Companies)”

A step-by-step walk through of creating a client intake form with File Request Pro

File Request Pro makes it easy for you to create secure client intake forms with file request drag and drop functionality if you need it.

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Client intake forms can be used to collect data and files as part of the onboarding process. They are a simple way to save you time going back and forth with clients to gather key information. They also offer clients a good customer experience at the start of their relationship.

Client intake forms are easy to create using free software. However, form creation is usually the easy bit. What is more difficult is persuading clients to complete and send the forms back to you without time-consuming reminders, reassurance about security, and requests for more information.

Continue reading “How to Create a Client Intake Form (with a high response rate)”