Penbox provides a highly efficient and user-friendly way of collecting information and files from your contacts. This is facilitated through the use of forms and requests, which are designed to streamline the process and provide a convivial experience for users.
What is a contact?
A contact is someone you need to gather information from. It will usually be a customer, but it can also be a prospect, a colleague, a provider or an intermediary !
What is a form?
forms provide a convenient way to gather information and documents from people.
Penbox forms intelligently combines smart notifications, digitals forms and automations to ensure you get the data you required. Our digital forms can be accessed anytime and anywhere using any device. Our smart notifications will ensure your contact gets the correct invite and reminders at the best timing. Our automations make sure your gathered data is sent to the right person or system.
What is a request ?
When a user sends a form to a contact, we refer to it as a request. It is basically an instance of the form, unique for the specific contact it was shared with. It enables you to track where the contact is in its dedicated request, by using statutes.
What is a status ?
The status of a request describes its lifecycle, informing the user of its contact whereabouts in the process. In simpler terms, it enables the user to track the progress of the request.