May 22, 2019 12:36 PM
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!
Below is a super simple example of what I’m talking about. I can give you more examples.
Sample customer questionnaire
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
May 25, 2019 02:31 PM
Can you please tell me why you are qualified and / or what you have done like this? Thanks.
Jul 05, 2019 06:38 AM
Hi @Scott_Orn –
I’ve built a product that does exactly that (www.seedform.app), built on top of our general-purpose UI builder (www.stacker.app).
If you’re still looking, I’d love to talk to you about your project – email me at firstname.lastname@example.org
Jul 08, 2019 01:27 PM
Huge thanks. I’ll forward to our team member looking at this.