Prepare for each recipient
Import your list. Send each person their own balance, equipment list or relevant information.
Send notifications to customers, employees and suppliers. Collect responses and documents, and see who has replied and where differences need attention in one place.
Bring scattered email conversations into one response and follow-up process.
Import your list. Send each person their own balance, equipment list or relevant information.
Recipients open their personal link to complete the form, add comments and attach supporting documents.
Review responses together, identify critical replies and export results as PDF, Excel or CSV.
Pick a ready-made template and adapt the content and questions to your process.
Choice, amount, date and file fields, with questions that appear based on answers.
Set the start time and reminder schedule to suit your process.
Add verification steps and collect signed documents where your process requires them.
Create your account, verify your email and start with a suitable template.