Switching to Vaultform
Nobody wants to lose momentum moving to a new tool. Here's exactly what switching actually involves — most of it takes minutes, not weeks.
STEP 1
Bring your current customer list
Export your customers from wherever you track them today — a spreadsheet, your CRM, or the old tool's own export. Upload it once and every customer gets their own secure request, without re-entering anyone by hand.
Import your customer list →STEP 2
Bring your document history
Already have years of collected documents sitting in folders? Import them as completed records, searchable going forward — this doesn't notify anyone, it's just bringing your existing history along.
Import your document history →STEP 3
Connect the tools you already use
Google Drive, OneDrive, Dropbox, Slack, Teams, Salesforce, and HubSpot connect in a few clicks — completed documents show up where your team already looks, no new habit to build.
View integrations →Questions before you switch? support@vaultform.net — a real person reads these.