Using Clustdoc forms
Online forms allow you to collect the information and data you need from anyone online. Some advanced online forms even allow you to capture payments, signatures, and much more.
Click below to learn how to reproduce the scenarios described in our video:
Option 1: Mapping data from one form to another inside the checklist
Option 2: Marking forms are internal steps that only your team can complete
Option 3: Showing/hiding form steps based on previous captured answers or completed steps
Option 4: Using a form to pre-qualify a contact
Option 5: Using a form content to prepopulate a document to be signed
Option 6: Sending your form's data to your favorite apps