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Start for Free Book a demo



A SMARTER WAY TO
COLLECT CUSTOMER DATA


A SMARTER WAY TO COLLECT CUSTOMER DATA

Replace generic forms and traditional email exchanges with Penbox,

the platform that transforms every information and document collection into a
personalized customer journey.

Book a demo Start for Free
Hundreds of SMEs, scale-ups, and global enterprises rely on Penbox to collect
data at scale.



FORMS REIMAGINED FOR BUSINESS

Automate your admin workflows,
boost your team productivity


SAY GOODBYE TO ENDLESS
EMAILS BACK-AND-FORTH

Transform any admin task, from document e-signatures to data updates, with our
powerful, AI-generated forms and achieve exceptional results
Customers reports a 300% return on investment within the first year using Penbox
Achieve up to 82% completion rate on complex forms, surpassing the industry
average
Experience a 20% boost in data quality, resulting in improved insights and
better decision-making
Benefit from ready-to-use integrations like e-signature, PDF manipulation and
multi-channel engagement
Your case is 84% completed! Access your personal link for the final details
below: email from Barbara at ACME Hi, John Complete in my portal ACME

"Penbox has transformed our claims declaration process making it more
customized, structured, and very user-friendly. As a result, our efficiency and
service to brokers have skyrocketed in just a few months. Penbox is now a
crucial part of our success story."

Vincent Delghust Claims manager
John C. Claims Declaration Smart reminder in 2 days Remind In Progress Alex V.
Quartely KYC Update Information synced with Salesforce Synced Processed Sarah B.
Customer Onboarding Manual validation required Review Submitted


GAIN FULL CONTROL AND VISIBILITY OVER YOUR WORKFLOWS

Get a clear overview and actionable insights of your customers interactions.
Track form completions, ensure timely follow-ups, and integrate data smoothly
into your existing systems
Automate personalized invitations and reminders to increase engagement
Validate and request updated documents seamlessly
Synchronize data and documents with existing tools or export to Excel
Expand your data collection processes efficiently with scalable solutions


SIMPLIFYING COMPLEXITY
IS WHAT WE DO BEST


SIMPLIFYING COMPLEXITY IS WHAT WE DO BEST


CREATE SMART FORMS

Build forms with advanced logic—conditional fields, loops, calculators, and
more—that adapt to user context and inputs. Switch between no-code and low-code,
or let our AI do the job.
For each in witnesses Witness @index Date of Birth DD/MM/YYYY Add Element Ask
the date of birth for each witness


SEND PERSONAL LINKS

Share a unique secure link with each customer to ensure every interaction is
customized and accurately tracked, enhancing both personalization and security.
en Send Link Compliance Assessments to John Doe Include the following
assessments GDPR Security AI Act Secured with OTP


UTILIZE COLLECTED DATA

Collect and validate your data with ease, syncing it with your existing systems
and workflows—all from a single, unified platform for optimal efficiency.
Sync Contacts Hubspot Sync Contacts Salesforce Calls Sync AWS Connect Collect
Payments Stripe Sync Everything Custom Tool Manage Files Sharepoint Send Emails
Gmail Send Emails Outlook Manage Cases Zendesk Fill Documents Fill Documents
Word Fill Sheets Excel Connect Zapier


NO MATTER YOUR WORKFLOW,
MAKE IT A DELIGHTFUL EXPERIENCE

Bulk data update Collect & sign Smart checklist See all use cases
CAMPAIGNS


CUSTOMER DATA UPDATED, AT SCALE

Streamline monthly or annual customer data updates with pre-filled information
using Penbox campaigns.
Ideal for companies needing data consistency and accuracy, through bulk record
updates or for compliance

"When we chose Penbox, we were aiming for a 20% completion rate. We never
expected that 60% of our customer base would fill in the forms."

Valentine Ganseman Head of Customer Success
Submitted 340 In Progress 21 Invite Sent 56 KYC Campaign Q4’23
ELECTRONIC SIGNATURES


COLLECT, FILL, SIGNED.

Effortlessly collect information, auto-populate it into beautiful documents, and
secure e-signatures in one smooth flow.
Ideal for crafting perfect contracts, NDA’s, and ensuring swift, accurate
document completion.

“Penbox's efficient API lets us capture client info, generate contracts, and
secure signatures in one click from our systems. This has reduced our rework
from 30% to almost none, significantly streamlining our workflow.'”

Pierre-Yves Orban CTO
ACME Company Name ACME Company Legal Address We need your legal address to embed
in your quotation Signature Quote Sign now
SMART CHECKLIST


ALL SCENARIOS, ANY EXCEPTION

Penbox's smart checklists adjust to suit any business context or exception,
ensuring accurate and relevant data collection.
Ideal for unique project requirements, specific case management, and tailored
documents gathering.

Penbox proved to be the perfect solution, saving us months of development and
hassle. This is something no IT team can build in-house.

Julien Ben Lahcen CEO
Send Link After-call follow up to John Doe Request the following information
Contact Information Updated address Picture of damages Claims attest Estimates


PENBOX ADAPTS TO YOUR TOOLS
AND WAYS OF WORKING

and not the other way around.

Penbox excels in integrating with your environment, from popular platforms like
Outlook to CRMs like Salesforce. Yet, it's our seamless compatibility with
custom in-house systems or applications that truly sets us apart. Our flexible
integration approach means Penbox enhances your processes, not complicates them.


READY TO ENHANCE
YOUR DATA COLLECTION PROCESS?

Discover the Penbox difference

Unlock unparalleled efficiency and personalization in your data collection with
Penbox.
Let's redefine how you interact with your customers.

Book a demo Start for Free

Experience the future of data collection today.


WHAT IS PENBOX?



Penbox is a B2B SaaS platform that revolutionizes the way companies collect
information and documents from their customers. We offer a personalized and
automated approach to data collection, moving beyond traditional emails and
forms.


WHO TYPICALLY USES PENBOX?



Teams burdened with extensive email communication and heavy client data
exchanges are prime users of Penbox. This includes businesses, both small and
large, focused on improving client interaction efficiency, prioritizing customer
experience, and recognizing the need for compliance and security beyond
traditional email methods.


WHAT PROBLEMS DOES PENBOX SOLVE?


  Drastically reduce email overload and manual data handling.
  Deliver an unmatched, personalized customer experience.
  Streamline business processes with automated, structured data.
  Ensure top-tier data protection and compliance through secure communication
channels


WHAT ARE THE MOST COMMON USAGES OF PENBOX?


Bulk Data Update: Facilitating mass information collection with customized,
pre-filled forms to improve response rates and easy integration of collected
data into business systems.
Collect & Sign: Streamlining the electronic signature process by efficiently
combining information capture with instant document preparation for signing.
Smart Checklist: Efficiently gathering additional information post-initial
customer interaction, with real-time tracking for comprehensive data collection.


HOW DOES PENBOX HANDLE DATA SECURITY AND PRIVACY?



Penbox prioritizes data security and privacy with utmost seriousness. All data
is securely stored in Europe, utilizing the latest encryption technologies to
ensure robust protection. Our platform adheres strictly to GDPR regulations and
is ISO27001 compliant, reflecting our commitment to maintaining high standards
of data security and privacy for all our users.

Penbox

Belgium


PLATFORM

 * Low-code
 * Personalisation
 * User Engagement
 * Security
 * Integration


RESOURCES

 * Start with Penbox
 * Support Center
 * Developer
 * First integration

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