Client Onboarding Software Resources

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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