Organizers & Client Requests
Easily get information from your clients with Client requests and Organizers
- Organizers: Overview
- Client requests: Overview
- Client requests (Basic): Send from any page or from chats
- Organizers (Basic): Send manually or automatically
- Client requests (Basic): Create & apply templates
- Organizers (Basic): Create & apply templates
- Organizers list (Basic): Filter, search, sort
- Organizers (Basic): Submit, print, rename, archive
- Organizers (Basic): Work with answers
- Client requests list (Basic): View, edit, remove, archive
- Organizers (Advanced): Sync answers with custom fields
- Organizers (Setup): Document upload
- Organizers (Setup): Enable Clients to Copy Sections
- Organizers (Setup): Enable clients to create their own
- Organizers (Setup): Pre-filling answers
- Organizers (Advanced): Assign tags based on organizer answers
- Organizers (Setup): Conditional Logic Jumps
- Automove (Basic): Sending organizers & link to jobs
- Automove (Basic): Sending client requests & link to jobs