Onboarding Workflow
nboarding WorkflowAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessaAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessary onboarding documents the moment they sign.ry onboarding documents the moment they sign.
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Upvoters
Status
In Progress
Board
💡
Feature Request
ETA
Mar 23, 2026
Date
About 4 hours ago
Author
Andreas Philippou
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Upvoters
Status
In Progress
Board
💡
Feature Request
ETA
Mar 23, 2026
Date
About 4 hours ago
Author
Andreas Philippou
Subscribe to post
Get notified by email when there are changes.