Digitalization of onboarding

Typeform vs Formulr: Which Solution for Client Onboarding?

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Introduction

Looking for a Typeform alternative to manage your client onboarding? You're not alone. Many companies realize that classic forms are no longer enough for complex business processes involving document collection, identity verification, and contract signing.

In this article, we compare Typeform and Formulr on essential criteria for professional client onboarding.

Typeform: Strengths and Limitations

What Typeform Does Well

  • Intuitive creation interface and elegant design
  • Conversational user experience
  • Many integrations (Zapier, webhooks)
  • Basic conditional logic

Limitations for Client Onboarding

  • No native document collection (basic upload only)
  • No integrated electronic signature
  • No identity verification (KYC)
  • No personalized document generation
  • Prices that explode with response volume
  • No intelligent automatic reminders

Formulr: Designed for Business Onboarding

Formulr was designed from the start for professional client onboarding processes. Here's what sets it apart:

Advanced Document Collection

  • Secure upload with preview
  • AI verification of document quality and compliance
  • Configurable list of required documents per workflow
  • Automatic reminders for missing documents

Integrated Electronic Signature

  • eIDAS certified electronic signature
  • Automatic generation of personalized contracts
  • Multi-party signature workflow
  • Included probative archiving

Compliance and KYC

  • Automatic identity verification
  • AML compliance
  • Complete audit trail
  • Hosted in France, GDPR compliant

Comparison Table

Here's a summary of the key differences between Typeform and Formulr:

Features

  • Dynamic forms: Typeform ✓ | Formulr ✓
  • Document collection: Typeform ✗ | Formulr ✓
  • Electronic signature: Typeform ✗ | Formulr ✓
  • KYC verification: Typeform ✗ | Formulr ✓
  • Contract generation: Typeform ✗ | Formulr ✓
  • Automatic reminders: Typeform Basic | Formulr Advanced
  • Client portal: Typeform ✗ | Formulr ✓

Use Cases: Who Should Choose What?

Choose Typeform if:

  • You need simple surveys or polls
  • You only collect text information
  • You don't need documents or signatures
  • Your volume is low (< 100 responses/month)

Choose Formulr if:

  • You onboard clients with document collection
  • You need to sign contracts
  • You're subject to KYC obligations (real estate, finance, etc.)
  • You want to automate reminders and tracking
  • You need a professional client portal

Conclusion

Typeform remains an excellent tool for simple forms and surveys. But for professional client onboarding involving documents, signatures and compliance, Formulr offers a complete and integrated solution.

Ready to digitize your client onboarding? Try Formulr free for 14 days.

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