November 13, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 1BC Overview Features (18)

  • Prepopulate Digital Forms for Clients.
  • Use Zoho Sign to Collect Digital Signatures.
  • Form Rules can Hide and Show Specific Questions.
  • Integrate Payment Gateways like Stripe and Paypal.
  • Integrate a PDF of your Form back to your CRM Record.
  • Integrate Form Fields to your CRM.
  • Integrate Forms to your Website.
  • Send Forms to Clients via Email.
  • Never Duplicate Form Information.
  • Merge your CRM Data in Editable Documents.
  • Send Clients PDF’s to Sign with Selected Editable Fields.