Business
Client Onboarding Template
Streamline your client intake process with a comprehensive onboarding form. Collect business details, contact information, billing preferences, and service requirements in one secure submission. Perfect for agencies, consultancies, and professional services firms in South Africa.
How the Client Onboarding template works
- Customise. Open the template in FlexForms and tweak the fields, your company branding, and the PDF layout to match how you already work.
- Send. Enter the recipient's name and either WhatsApp number or email address. FlexForms delivers a secure link backed by one-time PIN verification.
- Sign. The recipient verifies with a short PIN, completes the form on their phone, and signs with their finger — no app, no account.
- Done. You receive a branded PDF with embedded audit trail (who signed, when, from where) stored against the contact record.
Fields Included
Company Name
Registration Number
VAT Number
Contact Person
Email
Phone
Address
Preferred Communication
Service Requirements
Billing Details
Add, remove, or rearrange any of these fields to fit your workflow. FlexForms supports text, multi-choice, dates, file uploads, signatures, and payment fields.
Use Cases
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New client intake for agencies
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Professional services onboarding
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Supplier registration
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Vendor management