A very user-friendly and flexible way to build a launch a process!
Pros
- Easily to collect data to serve any number of purposes.
- We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
- Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
- Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
- Manage the process from one team member to the next, depending on responsibility.
Cons
- I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.
Return on Investment
- Streamlined our intake process, leaving far less room for error.
- Also expedited and improved the accuracy of the sales contract process and execution.
