Topics started by ruben23

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ruben23
ruben23New Participant
asked in Ask the Community

Customer application process

Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.A form to gather basic info about the new customer - this will be used throughout the process to apply for our service Customer must then upload KYC docs or integrate a KYC platform directly to do verification Integrate with Docusign to sign the agreementCan someone please help me with this? Where do I start?  

2
Lucas Democh
2 years ago

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