Hello - we are an accounting firm with a detailed customer onboarding workflow process that we would like to use airtable to make it customer facing on the web.

The workflow will have a series of yes or no questions for the customer. Occasionally we ask the customer to upload documents in response to the questions.

The challenge is making the online questionnaire have a good looking front end so it looks nice for customers. I know Airable has some basic form templates but I don’t think that will look good enough. I’d like to hear options that you can create. thanks!

Scott

Below is a super simple example of what I’m talking about. I can give you more examples.

Sample customer questionnaire

1. 
   

   Section 1: What Software Systems do you use?
   
   Section 1A: Do you use Quickbooks Online?
   
   Section 1B: Do you use Expensify?

   
   


2. 
   

   Section 2: Please upload your precious financials in excel