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Building a Client Intake Workflow with Formstack Copilot
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Connect with us to learn how Formstack can help you digitize what matters, automate workflows, and fix processes—all without code.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.
NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
Copilot is the newest piece of the Formstack puzzle!
After we close business, the first interactions we have with our new customers are some of the most important. Your digital front door can start with a workflow powered by Copilot.
With Copilot, solving the common workplace process of Client Intake is scalable. To accomplish this workflow, you have to:
After building your Form and Document elements, you’ll hop into Copilot’s drag and drop builder to set up your workflow. First you’ll drag in the Form step and select the form you just created. Then, you’ll add a Document step and select the document. After that you’ll create a Sign step. With Sign, you’ll map the data collected from Forms into Sign fields to intelligently route the document to the right person for signature! Once complete, you can test and push your workflow live.
