Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

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Blog

Streamlining Your Customer Onboarding Process with Automation

Lacey Jackson
/
August 13, 2020
Blog

Streamlining Your Customer Onboarding Process with Automation

MIN
/
August 13, 2020
About the Episode
Episode Highlights
Meet our Guest

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Blog

Streamlining Your Customer Onboarding Process with Automation

Blog

Streamlining Your Customer Onboarding Process with Automation

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Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

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Infographic

Streamlining Your Customer Onboarding Process with Automation

Learn how Formstack Salesforce app, Formstack Documents, and Formstack Sign work together to streamline your customer onboarding workflows.
Download InfographicDownload Infographic

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Your onboarding process is one of the first times your customers really interact with your business. Does your process put your best foot forward for your business or are your customers waiting ages for a response from your sales team? We’ve got an automated Salesforce solution for you.

In this Builder’s blog, we’ve joined forces with Formstack Partner, Skie, a boutique cloud services company specializing in Salesforce solutions. Skie built this workflow for The Commons, a coworking space in Sydney/Melbourne, Australia. Their solution uses Formstack Salesforce App, Formstack Documents, and Formstack Sign to build and populate contracts, generate floor plans, collect eSignatures, trigger onboarding workflows, and save documents into Salesforce.

Watch the video below to see the workflow in action and learn how you can recreate the onboarding process for your business.

Builders blog tools requirements



Builders blog instructions


1. Set up your custom Salesforce object. Ensure you’re collecting the customer information you need with a custom Salesforce object.
2. Build your document. Add merge fields to your document and connect to your Formstack Sign to automatically gather important customer signatures.
3. Create your form. Use fields from your custom Salesforce Objects to create your form.




Interested in becoming a Formstack Partner? Learn how you can become a consulting or technology partner, and we’ll help each other grow.


Learn More

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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