I need to know if it's possible to use a Public Form to obtain and fill information in the middle of a pipe.
The pipe is the "Sales Funnel" and the information is to fill a card information to be used on PDF generator (dynamic fields). This PDF will be used as a "business contract document" to send to the client in other to have it signed. It occurs after the client accepted the proposal, and we had finished negotiation, which is in the middle of the "Sales Funnel" pipe. This need happens because I don't ask all information needed to fill a formal business contract when we are making a lead prospecting, which is the pipe starter phase.
I didn't find this information on help center (videos or text).
If it's not possible to send public form in the middle of a pipe phase, which alternative could be used?
Best answer by Ricardo PalharesView original