What is the best way to streamline a complex online form to produce a PDF/printable form?
Posted on 2016-09-05
We use a long paper form (34 pages) to collect information on prospective clients. This is one of many forms that we use with our clients and the process is labored. We usually have to either ask the client to print the form, complete the information, sign it and send it back to us or scan and email it back. For audit purposes, we must keep paper versions of our client files. The issue is that not all 34 pages are relevant to all clients and often only 20 -22 pages are ever needed to be completed.
We use a cloud-based CRM which can capture information in a web form, but it doesn't necessarily produce a pdf version of the form that we can use. So we usually scan the completed form and attach it into the CRM after manually entering all the data found on the form.
I'm looking for a solution where we can get the information we need through a guided webform (similar to Survey Monkey surveys), eliminating sections not relevant to any particular client, then having that form produce printable PDFs that can be downloaded/emailed which also resemble our current paper form (with all the disclosures only less useless pages). Having information collected this way also allows us to capture information online and eliminate double entry.
We've looked at a number of the cloud webform providers around. The only thing they can usually provide is an integration into our CRM but nothing that can produce a copy of our paper based form.
Has anyone got a good solution similar to what I am talking about working already?
Is there a way to achieve what I want or is this too complicated and I'm simply not appreciating how complicated it is?