The hidden cost of paper forms
- Time spent retyping answers into the CRM
- Errors in bank details, addresses and dates
- Forms returned incomplete and chased repeatedly
- Sensitive documents sitting in inboxes
Map every question to a field
Design the form around the data you need in your CRM. When each question maps to a field, answers can be written back automatically instead of retyped.
Pre-fill what you already know
Show candidates the details you already hold and ask them to confirm or correct them. Shorter forms get completed faster.
Send a secure link
Send a personal, single-use link by email or text, with an expiry date and automatic reminders. Candidates complete it on their phone without creating an account.
Review before writing back
Let a consultant or compliance officer review answers and attachments before they are written to the record. That keeps your data accurate.
How FormBuilder helps
FormBuilder lets you design branded forms in Salesforce, send secure links with no extra licences for contacts, and write answers, files and signatures straight back to Bullhorn.