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
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Section 1: What Software Systems do you use?
Section 1A: Do you use Quickbooks Online?
Section 1B: Do you use Expensify? -
Section 2: Please upload your precious financials in excel
