Allow the uploading of an editable PDF as an intake form.
I have my own intake form that has a pre and post checklist on it along with my terms of service. Customers sign for the terms of service when i take the phone in and initial for each checklist as it is completed. I would like to make it to where i could just upload my own editable PDF as the intake form rather than using your template. Could that be made possible?
4
votes
Blake Hargrove
shared this idea
-
Blake Hargrove commented
When I say upload it, I don't mean each time I do a ticket either. When it's uploaded it becomes the default template for the intake form on each ticket.