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.
Embed the form on your website by pasting a code snippet or creating a standalone upload page with a customized URL.
Connect Salesforce to File Request Pro with one click, and send data securely from File Request Pro to Salesforce.
Find out more about how File Request Pro and Salesforce work together to smooth your sales process.
No code form builder with file request functionality.
Create a form by adding whichever form fields you need: text, phone, email, URL, checkbox, dropdown, date, and more.
Add titles and help text.
Move fields up or down with drag and drop.
Add an upload form field to request documents, files, videos, or photos.
Even large files are easy to send with File Request Pro. Your users just need to drag and drop – they don’t need to sign up or use a particular device.
Create a one-page upload form or create a multi-page form by selecting ‘Add Page’.
The File Request form builder is easy to use and requires no coding knowledge.
Advanced customizations.
Converting and onboarding lead works best when the process is customized to your target customers.
With File Request Pro, you can customize your upload form so it fits with your branding and marketing strategy.
You can change page labels, texts, and translations, as well as colors for different page elements.
You can also use conditional logic so that users only see questions relevant to them, based on their previous answers.
Set up for professional use.
File Request Pro is designed for use by companies of all sizes, so there is no limit on end users and responses.
This contrast with Salesforce’s web-to-lead feature which has a submissions limit of 500 submissions in 24 hours.
Instead of using reCAPTCHA information for spam prevention, which could affect your conversion rate as an unnecessary step, File Request Pro uses a number of security measures that don’t affect your users.
All our user data is encrypted at rest using AES 256-bit encryption algorithm. Our service is built on cloud service providers like Amazon Web Services (AWS) and Linode, with robust security mechanisms.
For detailed information about our security, and best practices read our security commitments.
You can also use File Request Pro to create an automated file request and email sequence for customers who are at the beginning of the onboarding process.
This saves you time following up on missing information and documents and ensures potential customers know exactly what they need to provide to get up and running with your service.
Salesforce integration.
File Request has a one-click Salesforce integration.
You can use File Request Pro and Salesforce together to gather information, documents, and files from your existing or potential clients.
Specify within which database set you to want to collect this information (Salesforce objects). Then match the questions you create in File Request Pro with the information you already have in Salesforce (Salesforce records).
Find out more about the Salesforce and File Request Pro integration.
Or see our pricing (and sign up for a free trial, no credit card is required).
