Generous Work
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact
  • 0
saas client portal app

I want to develop an Intelligent application form and portal

By Rich Peterson on March 10, 2019

Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge so we are looking to build the form and portal in another system. What is your recommendation for a low-cost, off-the-shelf solution (nothing custom)?

Details are:

  • The form is currently around 20 pages and 8 sections and we have this in MS word format as a template to work from.
  • We will need to create a portal where a client can register or we register them and they can complete the different sections of the form online. We will need a “to save” function and “resume” function plus the ability to export.
  • We have a few workings forms made with zoho forms but need to build a bespoke form in a portal with save functionality in a secure environment which our current can’t do.
  • Portal area will house the below Tabs:
    1- Mortgage Application form.
    2- Download documents area where we will plan to store PDF templates for the clients to access.
  • Save and Return – as the application form is very long, we will need the client to be able to save and update sections easily and the gathering information process may take a few times to complete. That’s why we feel having the application form broken down in the different section will help them update the relevant information.

 

Answer: Thanks for reaching out. The ability to start a form and resume the form later online is a feature that is hard to find in many products. As you’ve let me know that you don’t work on many projects at the same time, I’d recommend you look at using two products to handle the application form and the client portal.

For your application form, I’d usually recommend a tool like Typeform but, as you need someone to save the form and come back to it, I’d recommend that check out Dropbox Paper or Google Docs, shared via invite with the client.

For the client portal, I’d recommend looking at the WordPress plugin Client Portal to be able to create your own branded portal. From this portal, you’ll be able to share updates with your client and they will be able to download PDF documents.

Get in touch if you’d like to discuss alternative client portal software or form software to save and resume later.

client portaldropbox papergoogle docstypeform
Posted in 🤔 Advice.
Share

Search Blog

PreviousBusiness Management Software for Photography Business
NextFour clean, beautiful WordPress themes

Related Posts

  • podio app development
    April 21, 2021

    Podio app development

    Question: We need Podio app development advice and development help. See the details below. Strategy Use Podio as main tracking system for all builds from lot lead tracking and purchase to final inspections, leveraging automation to increase effectiveness. Tactics Develop an all-inclusive Podio experience with multiple workspaces, apps and automations that build off of existing …

  • microbakery advice
    November 30, 2020

    Microbakery Workflow

    There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …

  • simple mailchimp alternatives
    May 1, 2019

    A simple alternative to Mailchimp

    We love the aesthetics, design, pricing and branding of Mailchimp but sometimes our time and money-poor clients are looking for simple Mailchimp alternatives that will make their newsletter creation & content creation easy. A quick list of simple alternatives are: ⭐ Revue – a simple link curation style email newsletter that starts on a free …

  • October 3, 2018

    How do I set up a Docusign workflow automation from WordPress?

    Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …

  • 🏠 Home
  • 💁 Training
  • 📱Contact
  • © 2023 Website built with ♥ in 🇦🇺
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact