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Conversion kit is available in FS4SF.
What is NO? Conversion kit is only available in our core product.
A lawfirm needs help digitizing their process. This is your pitch.
What is pushing them to do new client intakes via Forms, having them push that into Documents creating any court orders they need and then sending them for signature via our Sign tool.
These are our 3 major industries.
What are Higher Ed, Healthcare and Financial Services
The price of the new Starter and Teams platform plans.
What is Starter at $125 and Teams at $250?
We are SOC2 compliant.
What is NO!
Event marketing use cases for Formstack.
What are event registration forms, payment gateway integrations, post event survey forms?
Only our sign tool is legally binding.
What is false- our starter tool AND sign feature in forms can be legally binding.
Copilot is a add on available only on the Team platform plan.
What is double NO! Copilot is not an add-on and available on Starter and Teams platform plans.
This is a feature that can be found in our Forms, Docs and Forms for Salesforce tools that allows you to apply business rules to data we collect, documents we generate, notifications we send, etc.
What is conditional logic?
Your pitch for someone that only wants partial submissions from the conversion kit.
What is the conversion kit is an all or nothing option. It comes with a lot of other helpful features like Google analytics, partial submissions, UTM tracking, Field bottlenecks, conversion rate, unique views, conversion rate, abandonment rate, etc.
These 3 features help prevent form fatigue.
What are multi-page forms, save and resume, and pre-fill?
Copilot is HIPAA compliant.
What is NO! Copilot is only available on the new platform plans and not HIPAA solutions. Copilot is NOT HIPAA compliant.
With this feature, you can use the Formstack Sign for participants that are in the same location as you.
What is in-person signing?
A potential client comes to you and needs help for a trade show.
What is offering them Formstack Go along with the conversion kit so they can capture any partial submissions as well?
The "Refresh" button in the field options of a field in a Forms for Salesforce Form allows for this.
What is the button that allows a refresh of the form and pull in the most recent configuration of a field from Salesforce
This is an add-on to the platform plans for $75.
What is SSO or API?
With this feature enabled, you can safely send sensitive information like DOB, Social security number, driver license number, etc. in a Formstack Sign document
What is password protection?
Client wants repeat website visitor to have most of their information filled out when they come on their website to request information.
What is using a unique identifier (like e-mail) to search the CRM, and populate the data on the next form?
Field mapping allows for these.
What is allowing a user to reference merge fields that are not on the actual Document itself.
Besides users, form numbers, submissions and doc merges, these 3 things are the biggest difference between platform Starter and platform Teams.
What are approvals, smart list capabilities and data routing? (These are available on Teams but not Starter)