Forms (Digital Signature)

The forms module allows customers to sign forms during a conversation with your representative. It is a co-browsing tool that enables representatives to monitor and guide the customers through complex forms. Just upload a PDF file and define fields that need to be filled in (both required and optional fields). You can send direct links to the forms while communicating with your customers. Relevant representatives will be immediately notified by the platform when their customers start filling in forms. Then, they can follow the filling process and help customers along the process. Finally, the complete digitally signed PDF file will be sent to the relevant customers and representatives.