An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments
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 customizations. 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? …
A Simple, No-Code Alternative to Salesforce’s Web-To-Lead Feature
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 …
Guide to Salesforce Forms for Data Collection
Looking to build forms for your clients that are compatible with your Salesforce organization? You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.
How to Create Simple and Customisable Forms for Salesforce
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.
Accounting Client Onboarding Checklist & Process Guide
The client onboarding process for accounting clients varies greatly from client to client. For instance, the process you use when onboarding a client for tax planning will be substantially different from one for CFO services. Regardless, the initial process must be structured, and you’ll require a checklist with all the documents and information you need from …
How to Dynamically Organise Your Files (in your Cloud Drive)
Automating File Requests and Reminders
Conditional Logic (for upload pages)
Flexible Upload-Page Layouts (Including Multi-Page Forms)
Branding the Document Collection Process
Coaching Intake Form Template (30+ Questions)
A coaching intake form is an essential tool used by professionals to set the foundation for a successful coaching relationship. It serves as a preliminary questionnaire to gather crucial information about a new client, which can include personal goals, challenges, preferences, and background details.
PBC List Template for Audits: Complete Guide
A “Provided by Client” list or PBC List, lists documents that will be needed to complete an audit on the client’s behalf. It serves as a checklist of what information the client is required to provide in order for the auditor or the audit team to complete the annual audit. In a no-bid government contract, …
