About this role
Job title: Product Marketing Manager – AI Intake Forms
Feature Overview
- Save time for yourself and your clients through automatically generated and filled forms.
- Client-friendly intake forms that collect the right details up front and turn responses into clean, structured data your team can use immediately.
- Collect complete information: Ask the right questions up front so details do not trickle in over email.
- Speed up onboarding and servicing: Move from intake to action without re-keying information.
- Turn responses into structured data: Convert free text into usable fields that power downstream work.
- Reduce back-and-forth: Clients know exactly what to provide, and teams know exactly what they got.
- Powerful form features for every scenario: Collect client updates, documents, and structured data in one place, without forcing everything into a one-size-fits-all template.
- Smart Forms let you mix and match the right field types for the job, including file uploads, single and multi-select picklists, dates, numbers, and currency, so every submission comes in clean and consistent.
- Smart Forms can enrich submissions using CRM and document data, so the form doesn't just collect information, it helps complete it.
- The result is faster follow-up, fewer manual handoffs, and a smoother path from "submitted" to "done."
- Client-friendly forms: Simple, branded forms clients can complete quickly.
- Get accurate data into your systems—fast: Map form fields to records in your integrations and ensure data isn't just collected—it's synced with no extra work on your end.
- Onboard new clients without the pain.
Smart Forms
- Mix and match field types for the job, including file uploads, single and multi-select picklists, dates, numbers, and currency, so every submission comes in clean and consistent.
- Enrich submissions using CRM and document data, so the form helps complete it rather than just collect information.
- Faster follow-up and fewer manual handoffs, with a smoother path from submitted to done.
Client-friendly forms
- Simple, branded forms clients can complete quickly.
- Get accurate data into your systems—fast: Map form fields to records in your integrations and ensure data isn't just collected—it’s synced with no extra work on your end.
Onboard new clients without the pain.