Is there a customer sign up form?

[tom_44]

I send them a URL and they can sign up with some basic detail, like:
company name
contact name
email

Thanks

[QFBeth]

Hi @tom_44,

Just to be clear, do you mean to set them up as a client within your QuickFile account?

[tom_44]

yes that is correct, yes that’s right

[QFMathew]

Hi @tom_44

This isn’t something we offer built-in unfortunately. The only way to create a new client would be through your account yourself, importing them from a CSV, or through our API.

One option may be to look at Zapier and see if you could create a Google Form for example, to trigger a new client on your QuickFile account?

[rhc]

Hi tom_44,
just to add to QFMathew post - I can tell you that the method with google docs and zapier works very well with quickfile and creating new customers. The only thing you have to add manually is the " Add Contact Details" part from your customer/client page. Maybe you can add it automatically as well but I didn’t find a way so far.
Hope this helps