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The Pitchview APP (EN)
Creation of new contacts
How to fill in the questionnaire & How to sign declarations of consent?
How to fill in the questionnaire & How to sign declarations of consent?

Filling in the lead sheet and obtaining the declarations of consent via the signature field

Frederic Sell avatar
Verfasst von Frederic Sell
Vor über einer Woche aktualisiert

With Pitchview you can fill in your personally created questionnaire in just a few steps and obtain various declarations of consent.

Fill in the questionnaire 

After you have entered the master data of a new contact via business card scanner or via manual input, click on the 'Questionnaire' tab. Now you can easily fill in the individual fields according to the information of your potential customer.
In addition to the typical ''checkboxes'', you also have the possibility to make notes here. 

You then have the option of obtaining declarations of consent via the 'Signature' tab. To do this, select the individual declarations of consent (declarations of consent are selected as soon as the adjoining button is highlighted in green). Then select 'Sign document' and get a signature of have your customer sign on the tablet. The declarations of consent are automatically saved as PDF documents and can now be viewed at any time. 

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