Your use case -On boarding questionnaire

•    Your use case

o    On boarding questionnaire - pulling data we already have from salesforce and filling our forms

    Ask to upload driver’s license and other missing docs

o    Pre-review Questionnaire

    Document upload request primary motive

o    Risk tolerance questionnaire

o    Pre-meeting prospect questionnaire

o    QCD/ RMD update

o    Trusted contact

•    The business plan features you're looking for

o    Salesforce integration

o    Fill pdf and/or prompt for e-signature on forms

o    Could this integrate with docu-sign?

•    Expected form submissions per month

o    I’d guess we’d have 500 submissions/yr

    Primarily concentrated in 2-3 months

•    Number of live forms you're looking for

o    2 from the beginning:

    On boarding questionnaire

    Pre-review meeting questionnaire

o    Add more as time goes on

Hi Matthew,

Thanks for reaching out to Jotform Support. I didn’t fully understand what you want to do, could you explain a bit more so we can help you better with this? You can also send us a screen recording of what you want to do. You can share the video recording on any public sharing platform like Google Drive or Dropbox, or you can simply use Loom to record the video and share the video link with us.

Once we hear back from you, we'll be able to move forward with a solution.