Client Onboarding Software Resources

Hello, yes you can use our stop tasks or conditional logic features to control task behavior based on a previous task.

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It depends on the industry, but it's used for collecting all kinds of information from clients. Some examples are client onboarding and document collection. It eliminates the back-and-forth of trying to get information from clients.

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Julio, thank you for your questions and patience. Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely trigger pre-populated email responses based on specific events or triggers, for example, if a client gives a concerning NPS score in an email, we can trigger an automated response email. It doesn't rely on a hyperlink but actually triggers a separate email response. Please let us know if you have additional questions or if you would like to set up time for a demo.

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