Forms, approvals and onboarding

What this module does

Build online forms, onboarding flows, scoring criteria, approval workflows and customer account creation after approval.

• Connected with customer records
• Designed for daily operational use
• Works with portal, documents, tasks and reporting where relevant
• Editable content and SEO fields from admin

Workflow example

A customer request can become a task, a document, a proposal, an invoice, a payment and a project follow-up without losing context.

Best for

Teams that want customer-facing and internal processes connected in one system.