Question about your service

  • Profile Image
    Joseph Daidone 
    Asked on February 03, 2021 at 02:13 PM

    Hello -

    I am working on a website for a client who does commercial lending and need to create a forms that has three actions.

    First is standard - the data needs to go to my clients email -

    The form is a series of questions - based on the prospects answers they will be directed to an approval page or a non approval page.

    Will I be able to create this form function with your platform?


    Thank you,

    Joe

    Owner JoeUSA.com

  • Profile Image
    VincentJay
    Answered on February 03, 2021 at 06:38 PM

    Hi Joe,

    I think Jotform can handle what you need.

    You can add notification and autoresponder email to your form. In this way, the form owner will receive an email alert and the user who submits the form will receive a copy of the submission. Please check this guide for more information: https://www.jotform.com/help/30-explanation-of-email-notification-and-autoresponder-settings

    For the approval process, please check our guide and let us know if you have any questions: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    Please let us know if I missed something. If you need further help, please contact us again. Thank you!