Import your existing clients via CSV or from some popular tools like Xero.
Bulk send requests
Send a template to multiple clients
Push data into your favourite products, like XPM
Add comments that only your team can see
Multiple clients per request
For when there is more than one person that needs to provide info.
Digital signatures and PDF generation
Ability for people to digitally sign documents and to generate PDFs with responses. The simplicity of Content Snare meets PDFs. No more ugly form fills.
Better client view for multiple requests
When you send multiple requests to a single client, they will have the option to view all of them from one dashboard so they can easily see what is still outstanding.
Allow clients to repeat a section multiple times - good for eCommerce products, team members etc.
Dashboard & activity feed
At a glance, you will be able to gauge who you are waiting on, what items need your attention and see what items have been provided recently.