Customer onboarding form

Presentation

With Documill, your customer support team can generate appealing forms and send them to customers in one click. You could for example create an onboarding form to collect data from new customers and kick off service delivery. Or, you could, at any point of the customer journey, send out a form requesting the customer to fill out data that is missing in the relevant Salesforce record and that is required to proceed with a request such as a loan request. In any event, the collected data is written back to the relevant Salesforce fields, eliminating manual copy-paste work.

Read on to explore some of the benefits you can expect from generating data collection forms with Documill, what a sample workflow could look like, and how to build it.

Why use Documill to perfect your customer onboarding process?

How to build a simple Supplementary Information Request

In the table below, you will find a step-by-step guide into building a Supplementary Information Request workflow with 4 steps: Generate, Edit, Save&Send, Collect Info.

We chose 4 simple steps for this sample workflow. With Documill, your workflow options are endless - contact us at support@documill.com to customise yours and let us help you build it.

This workflow is built with Documill Dynamo Engage, using the online template builder to achieve a PDF quote document. Head here if you wish to achieve a document in an Office format (Word, PowerPoint, Excel).

Building the below process requires that the necessary Salesforce configurations have already been done. If that is not the case, start with our instructions to Setting Up Documill Dynamo.

Sample scenario:

The Customer support team at a financial institution wants to be able to automatically generate supplementary information request forms for customers that have submitted a loan application through their website. If the customer’s Salesforce account seems to be missing key data required for the loan application, the agent can select the information they require and generate a form with one click requesting for that exact information.

They want to be able to edit the generated document to add their final touches to it.

When they are happy with the result, they want to send the form to a customer directly from the same screen. They want a ready-made email template that they can tweak before sending.