In the concept phase you make a choice which meeting features you want to use in your perfect online meeting. After that you put those features in a logical and structured order. We call this the 'storyline'. Let's take a look at this:
1. Make a choice which meeting features you want to use in your perfect online meeting.
Present documents in different file formats to your participant and discuss them together.
|Fill in forms|
Define forms that you wish to complete together with your participant.
The choice function provides flexibility during your online meeting.
|Share your screen|
Simply show anything on your screen, like a live tariff calculator, while your participant is watching.
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.
You and your participant can download documents during the online meeting.
|Auto generate and send emails |
Generate and send emails including meeting summaries, contracts or meeting invitations.
|Sign documents |
Have contracts or order forms signed during your online meeting.
|HTML & embed i frames|
Embed external content such as YouTube videos, ads or much more into your online meeting.
|Present videos |
Present videos during your online meeting.
|Present photos |
Present photos during your online meeting.
|Auto-generate documents |
Automatically generate PDFs out of filled in forms.
|Create reports |
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.
2. Put those features in a logical and structured order.
3. Your storyline is ready ... let's look at the implementation in Idiligo.
Tip: Check out our Public Script store for some inspiration or just contact us for advice - we are happy to help!