Client On-boarding Forms/CRM

[teeheiman]

Hello, I was wondering if there could be a way to send out on-boarding emails & form for projects. We been been using a third party form to collect client information for a project, but it would be helpful if we could do this through invoice ninja, Here is an example of the form we are using to gather clients project information. The ability to generate the custom fields like we do for other segments would be perfect.

https://forms.zohopublic.com/wilmoreholdings/form/ShopifySiteBuild/formperma/TF85FULM8FPGNtPQoUDu-TBEXfAey4dy_HfL9bukeB0

[turbo124]

@teeheiman

There is a registration option where your clients can register themselves. /client/register where you can also add an additional 4 custom fields.

There is also client document uploads available, so the client could upload a form to the portal after registration.

But as for a full form builder like the one shown, I'm not sure if it is in the scope of this application, but if enough people request it we can look into it....