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.