Use Case - Online service sales

Digitize the sale of your services with an optimized e-commerce funnel

Create a fully digitized customer journey from subscription to payment.

No-code configurator Electronic signature Stripe payment AI validation
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For all your services

A complete solution for selling your services online

Formulr transforms your service offering into a complete digital journey.

The 4-step journey

How the Formulr e-commerce funnel works

From customer to your team, the entire sales process is automated and secure.

1

Customer configures their service

An intuitive configurator to choose the right service.

  • Dynamic form with configurable options
  • Automatic price calculation based on options
  • Service preview
2

Contract signature

Automatic generation and electronic signature of the contract.

  • Automatic service contract generation
  • eIDAS-compliant electronic signature
  • Automatic sending of signed contract
3

Secure payment

Online payment via Stripe with instant confirmation.

  • Secure payment via Stripe
  • One-time or installment payment
  • Automatic email confirmation
4

Automatic KYC verification

Automatic validation of customer identity and documents.

  • AI identity verification
  • Supporting document validation
  • Automated AML compliance

Schematic view

What the customer sees, what the company manages

Customer side

Guided and intuitive journey

Configuration

Service and option selection.

Information

Personal data entry.

Signature

Electronic contract signature.

Payment

Secure online payment.

Confirmation

Receipt of confirmation and contract.

Company side

Centralized management console

Dashboard

Global view of all subscriptions.

AI verification

Automatic KYC document validation.

Payment tracking

Stripe payment and subscription management.

Contract generation

Automatic contract creation.

Compliant archiving

Secure storage and AML compliance.

Automation & verification

Formulr automates the entire sales funnel for your services.

Automated KYC

Automatic identity and supporting document verification.

Stripe payment

Native Stripe integration for secure payments.

Contract generation

Automatic contract creation based on configuration.

Automatic notifications

Automatic emails at each journey step.

Integrations & compatibility

Formulr integrates natively with your sales and payment tools.

Compatible software

StripePayPalCRM (Salesforce, HubSpot)ZapierREST API

Integration technologies

Complete REST APIReal-time webhooksStripe ConnectExcel/CSV Export

Security & compliance

Secure hosting, PCI-DSS, GDPR and AML compliance.

Why choose Formulr

Optimized conversion

Smooth and optimized journey to maximize conversions.

Guaranteed compliance

Automated KYC and AML for regulatory compliance.

Secure payments

Native Stripe integration for reliable payments.

Frequently Asked Questions

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Ready to digitize your service sales?

Discover how Formulr can transform your sales funnel. Request a personalized demo.

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No commitment • Personalized demo • Dedicated support