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Upload File on Ontraforms

Daniel Cervantes

Dear Development team

 

I would like to know if its possible to have a "Upload file" button on ontraforms. I got a number of websites where people uploads receipts or resumes or tickets. This will save me a ton of time of having to do it manually:

Lead - Email requesting docos - email back - download - copy to ontraport

Ideally, the sequence would be:

Lead with "Upload file" - straight into Ontraport's crm

 

Cheers 

 

 

 

Many thanks 

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This feature is definitely being considered, but I don't have an ETA for development yet. 

By the way, it does help if you click the "thumb's up" to vote the feature request up. Management does look at the feature requests each week and your comments and votes help us gauge interest in the feature request. 

Frank Hagan
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8 comments

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I really need this too, 

 

I cannot believe Ontraport can't do it. Seems a major flaw to me. 

Luke Chant 3 votes
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Yes, I've been using a 3rd party plugin to connect Jot forms but man, it would be great to have this built in.

Chad Root 3 votes
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I really need this too. This is one of the main features that Ontraport is really lacking. I've spent hours trying to figure out a work around. We want customers to be able to submit documents directly and it be add to the file box in their client file

Mariana Vukic 2 votes
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Definitely a much needed option... even just allowing small file uploads would be super helpful. Would be great to be able to collect resumes, PDFs or even just an image submission.

Hope someone from Ontraport sees these messages to respond / let us know if this feature is in the works.

Would be great to have this feature.

Paul Meyers 2 votes
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I would pay another $500 per year just to have this. Link it with google drive too.

Hunter Krueger 0 votes
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Hi Daniel -
Files has released! I've pasted some info about it below:

You and your customers can now upload files and images to your client portals, membership sites or any other apps, pages or email/SMS messages.

That means you can easily upload and share:

  • Member profile pictures
  • Contracts and proposals
  • Course resources
  • Job applications
  • Job site photos
  • Much more!

No more email attachments, expired file links, or manually storing and uploading files one by one. Our new Ontraport Files feature streamlines your workflow and your customers’ experience.

Learn more in our Support Center article: https://ontraport.com/support/crm/create-and-customize-fields/ 

Product Team 0 votes
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