Info Requests streamline data gathering like never before!
"SideDrawer is part of our daily business, starting every new engagement with an info request. This comforts them about the security of their data."
Forms and files combined
Info Requests are the most unique forms - that allow users to input data and also upload files, that auto-organize using SideDrawer's guided-organization.
Easy form builder with file requests
Use or modify any existing templates, or create completely new Info Requests that combine user-friendly form capture fields and organized file requests.
INTEGRATE WITH WORKFLOWS
Trigger at the right moment
Using Zapier or other workflows, Info Requests can be sent at the right moment in the client journey - during discovery, prospecting, onboarding, ongoing engagement, or as needed.
GREATER COMPLIANCE & PRIVACY
More compliant data gathering
Given all activity takes place within the SideDrawer, existing compliance, ops, and other teams can always access form data in real-time as it's being completed.
Connect your tools and work smarter
Use any of our custom integrations, or integrate with 6,000+ apps through Zapier to help you work seamlessly, reducing admin work and focusing on things that matter.
LEVERAGE API CAPABILITY
Each item is an API endpoint
Within each Info Request, the data field or file request is a unique API endpoint, that can trigger its own web hook, or be used to populate data from another source.
For example, generating pre-filled forms from multiple other systems can be achieved seamlessly.
DESIGNED FOR ENTERPRISES
Enterprises can leverage their own systems
For many Enterprises, legacy software or unintegrated business-critical software can be integrated with SideDrawer's Info Requests to streamline the data and/or file collection process from external users.
Start with SideDrawer!
Get started right away!
- Free trial for 14 days.
- Start inviting Collaborators - it's free!
- Get your own Branding and Custom URL!
Want to learn more?
Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
- Schedule at your own convenience!
- Watch a 10 minute interactive demo!
- We can answer any questions you may have!